Logo

LOCAL INITIATIVES SUPPORT CORPORATION 401(K) PLAN 401k Plan overview

Plan NameLOCAL INITIATIVES SUPPORT CORPORATION 401(K) PLAN
Plan identification number 001

LOCAL INITIATIVES SUPPORT CORPORATION 401(K) 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

LOCAL INITIATIVES SUPPORT CORPORATION has sponsored the creation of one or more 401k plans.

Company Name:LOCAL INITIATIVES SUPPORT CORPORATION
Employer identification number (EIN):133030229
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Additional information about LOCAL INITIATIVES SUPPORT CORPORATION

Jurisdiction of Incorporation: New York Department of State
Incorporation Date: 1979-10-26
Company Identification Number: 589864
Legal Registered Office Address: 80 STATE STREET
New York
ALBANY
United States of America (USA)
122072543

More information about LOCAL INITIATIVES SUPPORT CORPORATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LOCAL INITIATIVES SUPPORT CORPORATION 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01DONNA GIONNONE
0012016-01-01DONNA GIONNONE
0012015-01-01MARY JO ALLEN MARY JO ALLEN2016-07-26
0012014-01-01MARY JO ALLEN MARY JO ALLEN2015-07-30
0012013-01-01MARY JO ALLEN MARY JO ALLEN2014-07-24
0012012-01-01MARY JO ALLEN MARY JO ALLEN2013-07-23
0012011-01-01MARY JO ALLEN MARY JO ALLEN2012-10-12
0012010-01-01MARY JO ALLEN MARY JO ALLEN2011-09-15
0012009-01-01MARY JO ALLEN MARY JO ALLEN2010-10-14

Plan Statistics for LOCAL INITIATIVES SUPPORT CORPORATION 401(K) PLAN

401k plan membership statisitcs for LOCAL INITIATIVES SUPPORT CORPORATION 401(K) PLAN

Measure Date Value
2022: LOCAL INITIATIVES SUPPORT CORPORATION 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01838
Total number of active participants reported on line 7a of the Form 55002022-01-01567
Number of retired or separated participants receiving benefits2022-01-0111
Number of other retired or separated participants entitled to future benefits2022-01-01273
Total of all active and inactive participants2022-01-01851
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01851
Number of participants with account balances2022-01-01767
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0152
2021: LOCAL INITIATIVES SUPPORT CORPORATION 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01753
Total number of active participants reported on line 7a of the Form 55002021-01-01547
Number of retired or separated participants receiving benefits2021-01-019
Number of other retired or separated participants entitled to future benefits2021-01-01281
Total of all active and inactive participants2021-01-01837
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-01838
Number of participants with account balances2021-01-01767
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0132
2020: LOCAL INITIATIVES SUPPORT CORPORATION 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01657
Total number of active participants reported on line 7a of the Form 55002020-01-01479
Number of retired or separated participants receiving benefits2020-01-018
Number of other retired or separated participants entitled to future benefits2020-01-01265
Total of all active and inactive participants2020-01-01752
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01753
Number of participants with account balances2020-01-01688
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0128
2019: LOCAL INITIATIVES SUPPORT CORPORATION 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01586
Total number of active participants reported on line 7a of the Form 55002019-01-01414
Number of retired or separated participants receiving benefits2019-01-019
Number of other retired or separated participants entitled to future benefits2019-01-01234
Total of all active and inactive participants2019-01-01657
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01657
Number of participants with account balances2019-01-01640
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0129
2018: LOCAL INITIATIVES SUPPORT CORPORATION 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01575
Total number of active participants reported on line 7a of the Form 55002018-01-01384
Number of retired or separated participants receiving benefits2018-01-018
Number of other retired or separated participants entitled to future benefits2018-01-01193
Total of all active and inactive participants2018-01-01585
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01586
Number of participants with account balances2018-01-01576
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0128
2017: LOCAL INITIATIVES SUPPORT CORPORATION 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01535
Total number of active participants reported on line 7a of the Form 55002017-01-01400
Number of retired or separated participants receiving benefits2017-01-015
Number of other retired or separated participants entitled to future benefits2017-01-01170
Total of all active and inactive participants2017-01-01575
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01575
Number of participants with account balances2017-01-01532
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0117
2016: LOCAL INITIATIVES SUPPORT CORPORATION 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01491
Total number of active participants reported on line 7a of the Form 55002016-01-01373
Number of retired or separated participants receiving benefits2016-01-013
Number of other retired or separated participants entitled to future benefits2016-01-01158
Total of all active and inactive participants2016-01-01534
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-01535
Number of participants with account balances2016-01-01495
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0118
2015: LOCAL INITIATIVES SUPPORT CORPORATION 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01498
Total number of active participants reported on line 7a of the Form 55002015-01-01341
Number of retired or separated participants receiving benefits2015-01-013
Number of other retired or separated participants entitled to future benefits2015-01-01147
Total of all active and inactive participants2015-01-01491
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01491
Number of participants with account balances2015-01-01471
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0115
2014: LOCAL INITIATIVES SUPPORT CORPORATION 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01482
Total number of active participants reported on line 7a of the Form 55002014-01-01348
Number of retired or separated participants receiving benefits2014-01-013
Number of other retired or separated participants entitled to future benefits2014-01-01147
Total of all active and inactive participants2014-01-01498
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01498
Number of participants with account balances2014-01-01470
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0115
2013: LOCAL INITIATIVES SUPPORT CORPORATION 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01458
Total number of active participants reported on line 7a of the Form 55002013-01-01325
Number of retired or separated participants receiving benefits2013-01-011
Number of other retired or separated participants entitled to future benefits2013-01-01156
Total of all active and inactive participants2013-01-01482
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01482
Number of participants with account balances2013-01-01453
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0115
2012: LOCAL INITIATIVES SUPPORT CORPORATION 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01458
Total number of active participants reported on line 7a of the Form 55002012-01-01303
Number of retired or separated participants receiving benefits2012-01-011
Number of other retired or separated participants entitled to future benefits2012-01-01154
Total of all active and inactive participants2012-01-01458
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01458
Number of participants with account balances2012-01-01437
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0115
2011: LOCAL INITIATIVES SUPPORT CORPORATION 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01478
Total number of active participants reported on line 7a of the Form 55002011-01-01304
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01154
Total of all active and inactive participants2011-01-01458
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01458
Number of participants with account balances2011-01-01432
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0134
2010: LOCAL INITIATIVES SUPPORT CORPORATION 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01444
Total number of active participants reported on line 7a of the Form 55002010-01-01324
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-01154
Total of all active and inactive participants2010-01-01478
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01478
Number of participants with account balances2010-01-01437
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0128
2009: LOCAL INITIATIVES SUPPORT CORPORATION 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01486
Total number of active participants reported on line 7a of the Form 55002009-01-01311
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01133
Total of all active and inactive participants2009-01-01444
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01444
Number of participants with account balances2009-01-01425
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-015

Financial Data on LOCAL INITIATIVES SUPPORT CORPORATION 401(K) PLAN

Measure Date Value
2022 : LOCAL INITIATIVES SUPPORT CORPORATION 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-5,297,823
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$4,970,523
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$4,892,459
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$5,615,700
Value of total assets at end of year2022-12-31$53,231,244
Value of total assets at beginning of year2022-12-31$63,499,590
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$78,064
Total interest from all sources2022-12-31$17,681
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,651,277
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$1,651,277
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$5,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$4,254,500
Participant contributions at end of year2022-12-31$420,218
Participant contributions at beginning of year2022-12-31$335,116
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$764,842
Other income not declared elsewhere2022-12-31$2,258
Administrative expenses (other) incurred2022-12-31$78,064
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-10,268,346
Value of net assets at end of year (total assets less liabilities)2022-12-31$53,231,244
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$63,499,590
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$49,129,710
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$59,204,394
Value of interest in pooled separate accounts at end of year2022-12-31$175,730
Value of interest in pooled separate accounts at beginning of year2022-12-31$220,253
Interest on participant loans2022-12-31$11,782
Interest earned on other investments2022-12-31$5,899
Value of interest in common/collective trusts at end of year2022-12-31$3,352,241
Value of interest in common/collective trusts at beginning of year2022-12-31$3,592,346
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$153,345
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$147,481
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-12,595,410
Net investment gain/loss from pooled separate accounts2022-12-31$-44,267
Net investment gain or loss from common/collective trusts2022-12-31$54,938
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$596,358
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$4,892,459
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31BDO USA, P.C.
Accountancy firm EIN2022-12-31135381590
2021 : LOCAL INITIATIVES SUPPORT CORPORATION 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets to this plan2021-12-31$8,261
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$12,444,304
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$4,258,732
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$4,179,974
Value of total corrective distributions2021-12-31$6,792
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$4,690,401
Value of total assets at end of year2021-12-31$63,499,590
Value of total assets at beginning of year2021-12-31$55,305,757
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$71,966
Total interest from all sources2021-12-31$19,146
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$2,173,662
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$2,173,662
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$5,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$3,877,590
Participant contributions at end of year2021-12-31$335,116
Participant contributions at beginning of year2021-12-31$390,132
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$104,106
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$288,035
Administrative expenses (other) incurred2021-12-31$71,966
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$8,185,572
Value of net assets at end of year (total assets less liabilities)2021-12-31$63,499,590
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$55,305,757
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$59,204,394
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$50,664,836
Value of interest in pooled separate accounts at end of year2021-12-31$220,253
Value of interest in pooled separate accounts at beginning of year2021-12-31$200,827
Interest on participant loans2021-12-31$13,449
Interest earned on other investments2021-12-31$5,697
Value of interest in common/collective trusts at end of year2021-12-31$3,592,346
Value of interest in common/collective trusts at beginning of year2021-12-31$3,787,363
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$147,481
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$142,699
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$5,471,642
Net investment gain/loss from pooled separate accounts2021-12-31$34,491
Net investment gain or loss from common/collective trusts2021-12-31$54,962
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$524,776
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$15,794
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$4,179,974
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31BDO USA, LLP
Accountancy firm EIN2021-12-31135381590
2020 : LOCAL INITIATIVES SUPPORT CORPORATION 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$10,987,188
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$2,827,545
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,761,164
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$3,816,213
Value of total assets at end of year2020-12-31$55,305,757
Value of total assets at beginning of year2020-12-31$47,146,114
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$66,381
Total interest from all sources2020-12-31$23,804
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,144,543
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$1,144,543
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$5,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$3,088,028
Participant contributions at end of year2020-12-31$390,132
Participant contributions at beginning of year2020-12-31$578,759
Participant contributions at end of year2020-12-31$104,106
Participant contributions at beginning of year2020-12-31$133,337
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$252,901
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$0
Administrative expenses (other) incurred2020-12-31$66,381
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$8,159,643
Value of net assets at end of year (total assets less liabilities)2020-12-31$55,305,757
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$47,146,114
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$50,664,836
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$43,186,092
Value of interest in pooled separate accounts at end of year2020-12-31$200,827
Interest on participant loans2020-12-31$18,300
Interest earned on other investments2020-12-31$5,504
Value of interest in common/collective trusts at end of year2020-12-31$3,787,363
Value of interest in common/collective trusts at beginning of year2020-12-31$3,075,643
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$142,699
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$151,711
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$5,891,191
Net investment gain/loss from pooled separate accounts2020-12-31$28,970
Net investment gain or loss from common/collective trusts2020-12-31$82,467
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$475,284
Employer contributions (assets) at end of year2020-12-31$15,794
Employer contributions (assets) at beginning of year2020-12-31$20,572
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,761,164
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31BDO USA, LLP
Accountancy firm EIN2020-12-31135381590
2019 : LOCAL INITIATIVES SUPPORT CORPORATION 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$12,246,962
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$2,284,592
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,223,091
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$3,839,395
Value of total assets at end of year2019-12-31$47,146,114
Value of total assets at beginning of year2019-12-31$37,183,744
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$61,501
Total interest from all sources2019-12-31$19,566
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,129,244
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,129,244
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$2,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$3,484,805
Participant contributions at end of year2019-12-31$578,759
Participant contributions at beginning of year2019-12-31$443,416
Participant contributions at end of year2019-12-31$133,337
Participant contributions at beginning of year2019-12-31$109,747
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$9,812
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$124,444
Administrative expenses (other) incurred2019-12-31$61,501
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$9,962,370
Value of net assets at end of year (total assets less liabilities)2019-12-31$47,146,114
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$37,183,744
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$43,186,092
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$33,361,771
Interest on participant loans2019-12-31$19,566
Value of interest in common/collective trusts at end of year2019-12-31$3,075,643
Value of interest in common/collective trusts at beginning of year2019-12-31$2,888,590
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$151,711
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$237,982
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$7,185,125
Net investment gain or loss from common/collective trusts2019-12-31$73,632
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$344,778
Employer contributions (assets) at end of year2019-12-31$20,572
Employer contributions (assets) at beginning of year2019-12-31$17,794
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,223,091
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31WATSONRICE LLP
Accountancy firm EIN2019-12-31261726741
2018 : LOCAL INITIATIVES SUPPORT CORPORATION 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$1,217,984
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$3,940,344
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$3,939,127
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,984,591
Value of total assets at end of year2018-12-31$37,183,744
Value of total assets at beginning of year2018-12-31$39,906,104
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$1,217
Total interest from all sources2018-12-31$16,362
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,299,997
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$1,299,997
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$2,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$2,329,199
Participant contributions at end of year2018-12-31$443,416
Participant contributions at beginning of year2018-12-31$386,351
Participant contributions at end of year2018-12-31$109,747
Participant contributions at beginning of year2018-12-31$92,790
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$254,671
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$124,444
Administrative expenses (other) incurred2018-12-31$1,217
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-2,722,360
Value of net assets at end of year (total assets less liabilities)2018-12-31$37,183,744
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$39,906,104
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$33,361,771
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$36,416,075
Interest on participant loans2018-12-31$16,362
Value of interest in common/collective trusts at end of year2018-12-31$2,888,590
Value of interest in common/collective trusts at beginning of year2018-12-31$2,766,732
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$237,982
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$228,953
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-3,141,145
Net investment gain or loss from common/collective trusts2018-12-31$58,179
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$400,721
Employer contributions (assets) at end of year2018-12-31$17,794
Employer contributions (assets) at beginning of year2018-12-31$15,203
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$3,939,127
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31BCA WATSON RICE LLP
Accountancy firm EIN2018-12-31261726741
2017 : LOCAL INITIATIVES SUPPORT CORPORATION 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$8,443,812
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,578,170
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,576,940
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,584,827
Value of total assets at end of year2017-12-31$39,906,104
Value of total assets at beginning of year2017-12-31$33,040,462
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$1,230
Total interest from all sources2017-12-31$12,578
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,397,706
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$1,397,706
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$2,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$2,076,087
Participant contributions at end of year2017-12-31$386,351
Participant contributions at beginning of year2017-12-31$391,739
Participant contributions at end of year2017-12-31$92,790
Participant contributions at beginning of year2017-12-31$89,135
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$127,867
Administrative expenses (other) incurred2017-12-31$1,230
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$6,865,642
Value of net assets at end of year (total assets less liabilities)2017-12-31$39,906,104
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$33,040,462
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$36,416,075
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$29,593,453
Interest on participant loans2017-12-31$12,578
Value of interest in common/collective trusts at end of year2017-12-31$2,766,732
Value of interest in common/collective trusts at beginning of year2017-12-31$2,728,225
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$228,953
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$221,902
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$4,400,601
Net investment gain or loss from common/collective trusts2017-12-31$48,100
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$380,873
Employer contributions (assets) at end of year2017-12-31$15,203
Employer contributions (assets) at beginning of year2017-12-31$16,008
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,576,940
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31BCA WATSON RICE LLP
Accountancy firm EIN2017-12-31261726741
2016 : LOCAL INITIATIVES SUPPORT CORPORATION 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$4,589,761
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$2,519,395
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$2,518,038
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,387,812
Value of total assets at end of year2016-12-31$33,040,462
Value of total assets at beginning of year2016-12-31$30,970,096
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$1,357
Total interest from all sources2016-12-31$14,432
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$865,862
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$865,862
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$2,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$2,033,514
Participant contributions at end of year2016-12-31$391,739
Participant contributions at beginning of year2016-12-31$476,060
Participant contributions at end of year2016-12-31$89,135
Participant contributions at beginning of year2016-12-31$159,011
Administrative expenses (other) incurred2016-12-31$1,357
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$2,070,366
Value of net assets at end of year (total assets less liabilities)2016-12-31$33,040,462
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$30,970,096
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$29,593,453
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$27,583,397
Interest on participant loans2016-12-31$14,432
Value of interest in common/collective trusts at end of year2016-12-31$2,728,225
Value of interest in common/collective trusts at beginning of year2016-12-31$2,536,987
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$221,902
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$184,562
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,271,897
Net investment gain or loss from common/collective trusts2016-12-31$49,758
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$354,298
Employer contributions (assets) at end of year2016-12-31$16,008
Employer contributions (assets) at beginning of year2016-12-31$30,079
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$2,518,038
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31BCA WATSON RICE LLP
Accountancy firm EIN2016-12-31261726741
2015 : LOCAL INITIATIVES SUPPORT CORPORATION 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$2,437,174
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$3,065,074
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$3,063,726
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,282,470
Value of total assets at end of year2015-12-31$30,970,096
Value of total assets at beginning of year2015-12-31$31,597,996
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$1,348
Total interest from all sources2015-12-31$14,697
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$1,527,639
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$1,527,639
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$2,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,920,165
Participant contributions at end of year2015-12-31$476,060
Participant contributions at beginning of year2015-12-31$449,948
Participant contributions at end of year2015-12-31$159,011
Participant contributions at beginning of year2015-12-31$80,231
Administrative expenses (other) incurred2015-12-31$1,348
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-627,900
Value of net assets at end of year (total assets less liabilities)2015-12-31$30,970,096
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$31,597,996
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$27,583,397
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$27,924,708
Interest on participant loans2015-12-31$14,697
Value of interest in common/collective trusts at end of year2015-12-31$2,536,987
Value of interest in common/collective trusts at beginning of year2015-12-31$2,948,314
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$184,562
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$180,208
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,437,403
Net investment gain or loss from common/collective trusts2015-12-31$49,771
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$362,305
Employer contributions (assets) at end of year2015-12-31$30,079
Employer contributions (assets) at beginning of year2015-12-31$14,587
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$3,063,726
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31BCA WATSON RICE LLP
Accountancy firm EIN2015-12-31261726741
2014 : LOCAL INITIATIVES SUPPORT CORPORATION 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$4,328,379
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$3,161,238
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$3,159,966
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,470,230
Value of total assets at end of year2014-12-31$31,597,996
Value of total assets at beginning of year2014-12-31$30,430,855
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$1,272
Total interest from all sources2014-12-31$14,662
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,375,815
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$1,375,815
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$2,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,841,017
Participant contributions at end of year2014-12-31$449,948
Participant contributions at beginning of year2014-12-31$355,085
Participant contributions at end of year2014-12-31$80,231
Participant contributions at beginning of year2014-12-31$141,463
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$315,284
Administrative expenses (other) incurred2014-12-31$1,272
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$1,167,141
Value of net assets at end of year (total assets less liabilities)2014-12-31$31,597,996
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$30,430,855
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$27,924,708
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$26,138,603
Interest on participant loans2014-12-31$14,662
Value of interest in common/collective trusts at end of year2014-12-31$2,948,314
Value of interest in common/collective trusts at beginning of year2014-12-31$3,607,618
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$180,208
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$174,341
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$410,591
Net investment gain or loss from common/collective trusts2014-12-31$57,081
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$313,929
Employer contributions (assets) at end of year2014-12-31$14,587
Employer contributions (assets) at beginning of year2014-12-31$13,745
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$3,159,966
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31BCA WATSON RICE LLP
Accountancy firm EIN2014-12-31261726741
2013 : LOCAL INITIATIVES SUPPORT CORPORATION 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$7,273,964
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,604,870
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,585,403
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$2,423,719
Value of total assets at end of year2013-12-31$30,430,855
Value of total assets at beginning of year2013-12-31$24,761,761
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$19,467
Total interest from all sources2013-12-31$10,888
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$787,021
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$787,021
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$2,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,821,502
Participant contributions at end of year2013-12-31$355,085
Participant contributions at beginning of year2013-12-31$309,867
Participant contributions at end of year2013-12-31$141,463
Participant contributions at beginning of year2013-12-31$71,620
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$293,833
Administrative expenses (other) incurred2013-12-31$19,467
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$5,669,094
Value of net assets at end of year (total assets less liabilities)2013-12-31$30,430,855
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$24,761,761
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$26,138,603
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$20,620,922
Interest on participant loans2013-12-31$10,888
Value of interest in common/collective trusts at end of year2013-12-31$3,607,618
Value of interest in common/collective trusts at beginning of year2013-12-31$3,544,641
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$174,341
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$201,735
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$3,988,185
Net investment gain or loss from common/collective trusts2013-12-31$64,151
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$308,384
Employer contributions (assets) at end of year2013-12-31$13,745
Employer contributions (assets) at beginning of year2013-12-31$12,976
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,585,403
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31BCA WATSON RICE LLP
Accountancy firm EIN2013-12-31261726741
2012 : LOCAL INITIATIVES SUPPORT CORPORATION 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$4,644,991
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$2,002,790
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,979,015
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,113,271
Value of total assets at end of year2012-12-31$24,761,761
Value of total assets at beginning of year2012-12-31$22,119,560
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$23,775
Total interest from all sources2012-12-31$19,642
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$608,684
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$608,684
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$2,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,791,864
Participant contributions at end of year2012-12-31$309,867
Participant contributions at beginning of year2012-12-31$334,804
Participant contributions at end of year2012-12-31$71,620
Participant contributions at beginning of year2012-12-31$67,618
Administrative expenses (other) incurred2012-12-31$23,775
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$2,642,201
Value of net assets at end of year (total assets less liabilities)2012-12-31$24,761,761
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$22,119,560
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$20,620,922
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$17,458,478
Interest on participant loans2012-12-31$11,496
Interest earned on other investments2012-12-31$8,146
Value of interest in common/collective trusts at end of year2012-12-31$3,544,641
Value of interest in common/collective trusts at beginning of year2012-12-31$3,993,947
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$201,735
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$252,023
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,819,728
Net investment gain or loss from common/collective trusts2012-12-31$83,666
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$321,407
Employer contributions (assets) at end of year2012-12-31$12,976
Employer contributions (assets) at beginning of year2012-12-31$12,690
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,979,015
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31BCA WATSON RICE LLP
Accountancy firm EIN2012-12-31261726741
2011 : LOCAL INITIATIVES SUPPORT CORPORATION 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$1,878,246
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,327,504
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,306,593
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$2,013,585
Value of total assets at end of year2011-12-31$22,119,560
Value of total assets at beginning of year2011-12-31$21,568,818
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$20,911
Total interest from all sources2011-12-31$23,816
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$439,089
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$439,089
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$2,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,617,891
Participant contributions at end of year2011-12-31$334,804
Participant contributions at beginning of year2011-12-31$361,551
Participant contributions at end of year2011-12-31$67,618
Participant contributions at beginning of year2011-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$80,606
Administrative expenses (other) incurred2011-12-31$20,911
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$550,742
Value of net assets at end of year (total assets less liabilities)2011-12-31$22,119,560
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$21,568,818
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$17,458,478
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$17,220,347
Interest on participant loans2011-12-31$13,002
Interest earned on other investments2011-12-31$10,814
Value of interest in common/collective trusts at end of year2011-12-31$3,993,947
Value of interest in common/collective trusts at beginning of year2011-12-31$3,700,541
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$252,023
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$286,379
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-710,048
Net investment gain or loss from common/collective trusts2011-12-31$111,804
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$315,088
Employer contributions (assets) at end of year2011-12-31$12,690
Employer contributions (assets) at beginning of year2011-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,306,593
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31TCBA WATSON RICE LLP
Accountancy firm EIN2011-12-31261726741
2010 : LOCAL INITIATIVES SUPPORT CORPORATION 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$3,906,852
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$1,193,575
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,173,573
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,969,556
Value of total assets at end of year2010-12-31$21,568,818
Value of total assets at beginning of year2010-12-31$18,855,541
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$20,002
Total interest from all sources2010-12-31$18,102
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$402,636
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$402,636
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$2,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,569,615
Participant contributions at end of year2010-12-31$361,551
Participant contributions at beginning of year2010-12-31$384,807
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$90,760
Administrative expenses (other) incurred2010-12-31$20,002
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$2,713,277
Value of net assets at end of year (total assets less liabilities)2010-12-31$21,568,818
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$18,855,541
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$17,220,347
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$14,276,175
Interest on participant loans2010-12-31$18,102
Value of interest in common/collective trusts at end of year2010-12-31$3,700,541
Value of interest in common/collective trusts at beginning of year2010-12-31$3,917,655
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$286,379
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$276,904
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,430,267
Net investment gain/loss from pooled separate accounts2010-12-31$11,022
Net investment gain or loss from common/collective trusts2010-12-31$75,269
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$309,181
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,173,573
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31TCBA WATSON RICE LLP
Accountancy firm EIN2010-12-31261726741

Form 5500 Responses for LOCAL INITIATIVES SUPPORT CORPORATION 401(K) PLAN

2022: LOCAL INITIATIVES SUPPORT CORPORATION 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: LOCAL INITIATIVES SUPPORT CORPORATION 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: LOCAL INITIATIVES SUPPORT CORPORATION 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: LOCAL INITIATIVES SUPPORT CORPORATION 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: LOCAL INITIATIVES SUPPORT CORPORATION 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: LOCAL INITIATIVES SUPPORT CORPORATION 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: LOCAL INITIATIVES SUPPORT CORPORATION 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: LOCAL INITIATIVES SUPPORT CORPORATION 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: LOCAL INITIATIVES SUPPORT CORPORATION 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: LOCAL INITIATIVES SUPPORT CORPORATION 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: LOCAL INITIATIVES SUPPORT CORPORATION 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: LOCAL INITIATIVES SUPPORT CORPORATION 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: LOCAL INITIATIVES SUPPORT CORPORATION 401(K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: LOCAL INITIATIVES SUPPORT CORPORATION 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number731631-102
Policy instance 2
Insurance contract or identification number731631-102
Number of Individuals Covered10
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
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?Yes
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
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number731631-101
Policy instance 1
Insurance contract or identification number731631-101
Number of Individuals Covered15
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
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?Yes
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
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number731631-102
Policy instance 2
Insurance contract or identification number731631-102
Number of Individuals Covered10
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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?Yes
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
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number731631-101
Policy instance 1
Insurance contract or identification number731631-101
Number of Individuals Covered15
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
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?Yes
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
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number731631-101
Policy instance 1
Insurance contract or identification number731631-101
Number of Individuals Covered16
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?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?Yes
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
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number731631-102
Policy instance 2
Insurance contract or identification number731631-102
Number of Individuals Covered12
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?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?Yes
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
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number731631-102
Policy instance 2
Insurance contract or identification number731631-102
Number of Individuals Covered14
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?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?Yes
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
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number731631-101
Policy instance 1
Insurance contract or identification number731631-101
Number of Individuals Covered17
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?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?Yes
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
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number731631-102
Policy instance 2
Insurance contract or identification number731631-102
Number of Individuals Covered19
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?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?Yes
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
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number731631-101
Policy instance 1
Insurance contract or identification number731631-101
Number of Individuals Covered22
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?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?Yes
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
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number731631-102
Policy instance 2
Insurance contract or identification number731631-102
Number of Individuals Covered20
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?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?Yes
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
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number731631-101
Policy instance 1
Insurance contract or identification number731631-101
Number of Individuals Covered23
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?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?Yes
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
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number731631-102
Policy instance 2
Insurance contract or identification number731631-102
Number of Individuals Covered22
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
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?Yes
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
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number731631-101
Policy instance 1
Insurance contract or identification number731631-101
Number of Individuals Covered26
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?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?Yes
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
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number731631-102
Policy instance 2
Insurance contract or identification number731631-102
Number of Individuals Covered23
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?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?Yes
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
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number731631-101
Policy instance 1
Insurance contract or identification number731631-101
Number of Individuals Covered26
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?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?Yes
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
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number731631-101
Policy instance 1
Insurance contract or identification number731631-101
Number of Individuals Covered30
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?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?Yes
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
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number731631-102
Policy instance 2
Insurance contract or identification number731631-102
Number of Individuals Covered25
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?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?Yes
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
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number731631-102
Policy instance 2
Insurance contract or identification number731631-102
Number of Individuals Covered28
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?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?Yes
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
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number731631-101
Policy instance 1
Insurance contract or identification number731631-101
Number of Individuals Covered30
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?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?Yes
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
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number731631-101
Policy instance 1
Insurance contract or identification number731631-101
Number of Individuals Covered31
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?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?Yes
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
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number731631-102
Policy instance 2
Insurance contract or identification number731631-102
Number of Individuals Covered31
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?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?Yes
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
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number731631
Policy instance 1
Insurance contract or identification number731631
Number of Individuals Covered33
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
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

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

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

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

See full terms and conditions

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