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LOCAL INITIATIVES SUPPORT CORPORATION TSA PLAN 401k Plan overview

Plan NameLOCAL INITIATIVES SUPPORT CORPORATION TSA PLAN
Plan identification number 002

LOCAL INITIATIVES SUPPORT CORPORATION TSA PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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 TSA PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01DONNA GIONNONE
0022016-01-01DONNA GIONNONE
0022015-01-01MARY JO ALLEN MARY JO ALLEN2016-07-26
0022014-01-01MARY JO ALLEN MARY JO ALLEN2015-07-30
0022013-01-01MARY JO ALLEN MARY JO ALLEN2014-07-24
0022012-01-01MARY JO ALLEN MARY JO ALLEN2013-07-23
0022011-01-01MARY JO ALLEN MARY JO ALLEN2012-10-12
0022010-01-01MARY JO ALLEN MARY JO ALLEN2011-09-16
0022009-01-01MARY JO ALLEN MARY JO ALLEN2010-10-14

Plan Statistics for LOCAL INITIATIVES SUPPORT CORPORATION TSA PLAN

401k plan membership statisitcs for LOCAL INITIATIVES SUPPORT CORPORATION TSA PLAN

Measure Date Value
2022: LOCAL INITIATIVES SUPPORT CORPORATION TSA PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01876
Total number of active participants reported on line 7a of the Form 55002022-01-01568
Number of retired or separated participants receiving benefits2022-01-0111
Number of other retired or separated participants entitled to future benefits2022-01-01270
Total of all active and inactive participants2022-01-01849
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01850
Number of participants with account balances2022-01-01744
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0127
2021: LOCAL INITIATIVES SUPPORT CORPORATION TSA PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01780
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 benefits2021-01-01320
Total of all active and inactive participants2021-01-01876
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01876
Number of participants with account balances2021-01-01759
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0118
2020: LOCAL INITIATIVES SUPPORT CORPORATION TSA PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01708
Total number of active participants reported on line 7a of the Form 55002020-01-01477
Number of retired or separated participants receiving benefits2020-01-018
Number of other retired or separated participants entitled to future benefits2020-01-01294
Total of all active and inactive participants2020-01-01779
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01780
Number of participants with account balances2020-01-01678
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0118
2019: LOCAL INITIATIVES SUPPORT CORPORATION TSA PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01641
Total number of active participants reported on line 7a of the Form 55002019-01-01427
Number of retired or separated participants receiving benefits2019-01-0111
Number of other retired or separated participants entitled to future benefits2019-01-01270
Total of all active and inactive participants2019-01-01708
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01708
Number of participants with account balances2019-01-01642
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0126
2018: LOCAL INITIATIVES SUPPORT CORPORATION TSA PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01596
Total number of active participants reported on line 7a of the Form 55002018-01-01415
Number of retired or separated participants receiving benefits2018-01-016
Number of other retired or separated participants entitled to future benefits2018-01-01219
Total of all active and inactive participants2018-01-01640
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01641
Number of participants with account balances2018-01-01571
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0115
2017: LOCAL INITIATIVES SUPPORT CORPORATION TSA PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01547
Total number of active participants reported on line 7a of the Form 55002017-01-01404
Number of retired or separated participants receiving benefits2017-01-014
Number of other retired or separated participants entitled to future benefits2017-01-01188
Total of all active and inactive participants2017-01-01596
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01596
Number of participants with account balances2017-01-01525
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-019
2016: LOCAL INITIATIVES SUPPORT CORPORATION TSA PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01492
Total number of active participants reported on line 7a of the Form 55002016-01-01376
Number of retired or separated participants receiving benefits2016-01-012
Number of other retired or separated participants entitled to future benefits2016-01-01168
Total of all active and inactive participants2016-01-01546
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-01547
Number of participants with account balances2016-01-01495
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0113
2015: LOCAL INITIATIVES SUPPORT CORPORATION TSA PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01486
Total number of active participants reported on line 7a of the Form 55002015-01-01348
Number of retired or separated participants receiving benefits2015-01-013
Number of other retired or separated participants entitled to future benefits2015-01-01141
Total of all active and inactive participants2015-01-01492
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01492
Number of participants with account balances2015-01-01439
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0114
2014: LOCAL INITIATIVES SUPPORT CORPORATION TSA PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01486
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 benefits2014-01-01141
Total of all active and inactive participants2014-01-01492
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01492
Number of participants with account balances2014-01-01439
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0114
2013: LOCAL INITIATIVES SUPPORT CORPORATION TSA PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01426
Total number of active participants reported on line 7a of the Form 55002013-01-01335
Number of retired or separated participants receiving benefits2013-01-012
Number of other retired or separated participants entitled to future benefits2013-01-01149
Total of all active and inactive participants2013-01-01486
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01486
Number of participants with account balances2013-01-01423
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0110
2012: LOCAL INITIATIVES SUPPORT CORPORATION TSA PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01471
Total number of active participants reported on line 7a of the Form 55002012-01-01309
Number of retired or separated participants receiving benefits2012-01-011
Number of other retired or separated participants entitled to future benefits2012-01-01150
Total of all active and inactive participants2012-01-01460
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01460
Number of participants with account balances2012-01-01426
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0111
2011: LOCAL INITIATIVES SUPPORT CORPORATION TSA PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01478
Total number of active participants reported on line 7a of the Form 55002011-01-01310
Number of retired or separated participants receiving benefits2011-01-011
Number of other retired or separated participants entitled to future benefits2011-01-01160
Total of all active and inactive participants2011-01-01471
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01471
Number of participants with account balances2011-01-01431
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0124
2010: LOCAL INITIATIVES SUPPORT CORPORATION TSA PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01456
Total number of active participants reported on line 7a of the Form 55002010-01-01324
Number of retired or separated participants receiving benefits2010-01-011
Number of other retired or separated participants entitled to future benefits2010-01-01153
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 balances2010-01-01429
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0110
2009: LOCAL INITIATIVES SUPPORT CORPORATION TSA PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01473
Total number of active participants reported on line 7a of the Form 55002009-01-01318
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01138
Total of all active and inactive participants2009-01-01456
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01456
Number of participants with account balances2009-01-01431
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 TSA PLAN

Measure Date Value
2022 : LOCAL INITIATIVES SUPPORT CORPORATION TSA 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$0
Total income from all sources (including contributions)2022-12-31$-7,566,745
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$5,014,751
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$4,942,615
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$4,140,712
Value of total assets at end of year2022-12-31$56,617,328
Value of total assets at beginning of year2022-12-31$69,198,824
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$72,136
Total interest from all sources2022-12-31$24,901
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,952,466
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$1,952,466
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$916,942
Participant contributions at end of year2022-12-31$296,473
Participant contributions at beginning of year2022-12-31$300,989
Participant contributions at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$73,611
Other income not declared elsewhere2022-12-31$2,231
Administrative expenses (other) incurred2022-12-31$72,136
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-12,581,496
Value of net assets at end of year (total assets less liabilities)2022-12-31$56,617,328
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$69,198,824
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$55,439,572
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$67,916,500
Value of interest in pooled separate accounts at end of year2022-12-31$370,405
Value of interest in pooled separate accounts at beginning of year2022-12-31$474,827
Interest on participant loans2022-12-31$9,745
Interest earned on other investments2022-12-31$15,156
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$510,878
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$506,508
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-13,582,881
Net investment gain/loss from pooled separate accounts2022-12-31$-104,174
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$3,150,159
Employer contributions (assets) at beginning of year2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$4,942,615
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 TSA PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets from 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$12,515,972
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$4,821,797
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$4,751,227
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$4,334,303
Value of total assets at end of year2021-12-31$69,198,824
Value of total assets at beginning of year2021-12-31$61,512,910
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$70,570
Total interest from all sources2021-12-31$28,041
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$2,354,865
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$2,354,865
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$804,986
Participant contributions at end of year2021-12-31$300,989
Participant contributions at beginning of year2021-12-31$394,851
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$18,175
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$139,495
Administrative expenses (other) incurred2021-12-31$70,570
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$7,694,175
Value of net assets at end of year (total assets less liabilities)2021-12-31$69,198,824
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$61,512,910
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$67,916,500
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$60,055,769
Value of interest in pooled separate accounts at end of year2021-12-31$474,827
Value of interest in pooled separate accounts at beginning of year2021-12-31$427,334
Interest on participant loans2021-12-31$12,996
Interest earned on other investments2021-12-31$15,045
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$506,508
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$502,827
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$5,730,639
Net investment gain or loss from common/collective trusts2021-12-31$68,124
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$3,389,822
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$113,954
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$4,751,227
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 TSA 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$11,367,284
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$3,971,172
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$3,905,899
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$3,565,679
Value of total assets at end of year2020-12-31$61,512,910
Value of total assets at beginning of year2020-12-31$54,116,798
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$65,273
Total interest from all sources2020-12-31$29,201
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,392,118
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$1,392,118
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$635,282
Participant contributions at end of year2020-12-31$394,851
Participant contributions at beginning of year2020-12-31$369,312
Participant contributions at end of year2020-12-31$18,175
Participant contributions at beginning of year2020-12-31$31,613
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$43,186
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$0
Administrative expenses (other) incurred2020-12-31$65,273
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$7,396,112
Value of net assets at end of year (total assets less liabilities)2020-12-31$61,512,910
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$54,116,798
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$60,055,769
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$53,038,313
Value of interest in pooled separate accounts at end of year2020-12-31$427,334
Value of interest in pooled separate accounts at beginning of year2020-12-31$0
Interest on participant loans2020-12-31$14,374
Interest earned on other investments2020-12-31$14,827
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$502,827
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$556,693
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$6,310,324
Net investment gain or loss from common/collective trusts2020-12-31$69,962
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$2,887,211
Employer contributions (assets) at end of year2020-12-31$113,954
Employer contributions (assets) at beginning of year2020-12-31$120,867
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$3,905,899
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 TSA 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$12,785,362
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$2,953,056
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,892,644
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$3,273,793
Value of total assets at end of year2019-12-31$54,116,798
Value of total assets at beginning of year2019-12-31$44,284,492
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$60,412
Total interest from all sources2019-12-31$15,591
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,458,562
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$1,458,562
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$724,858
Participant contributions at end of year2019-12-31$369,312
Participant contributions at beginning of year2019-12-31$520,062
Participant contributions at end of year2019-12-31$31,613
Participant contributions at beginning of year2019-12-31$26,244
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$30,382
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$389,791
Administrative expenses (other) incurred2019-12-31$60,412
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$9,832,306
Value of net assets at end of year (total assets less liabilities)2019-12-31$54,116,798
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$44,284,492
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$53,038,313
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$42,566,002
Interest on participant loans2019-12-31$15,591
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$556,693
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$677,684
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$8,037,416
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$2,518,553
Employer contributions (assets) at end of year2019-12-31$120,867
Employer contributions (assets) at beginning of year2019-12-31$104,709
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,892,644
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 TSA 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$1,683,392
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$4,751,814
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$4,750,442
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$3,412,985
Value of total assets at end of year2018-12-31$44,284,492
Value of total assets at beginning of year2018-12-31$47,352,914
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$1,372
Total interest from all sources2018-12-31$18,517
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,662,466
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$1,662,466
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$556,050
Participant contributions at end of year2018-12-31$520,062
Participant contributions at beginning of year2018-12-31$621,315
Participant contributions at end of year2018-12-31$26,244
Participant contributions at beginning of year2018-12-31$24,332
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$415,786
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$389,791
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$0
Administrative expenses (other) incurred2018-12-31$1,372
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-3,068,422
Value of net assets at end of year (total assets less liabilities)2018-12-31$44,284,492
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$47,352,914
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$42,566,002
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$46,003,784
Interest on participant loans2018-12-31$18,517
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$677,684
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$603,618
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-3,410,576
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$2,441,149
Employer contributions (assets) at end of year2018-12-31$104,709
Employer contributions (assets) at beginning of year2018-12-31$99,865
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$4,750,442
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 TSA 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$9,532,121
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$2,493,386
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$2,491,864
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,975,850
Value of total assets at end of year2017-12-31$47,352,914
Value of total assets at beginning of year2017-12-31$40,314,179
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$1,522
Total interest from all sources2017-12-31$20,071
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,493,697
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$1,493,697
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$453,667
Participant contributions at end of year2017-12-31$621,315
Participant contributions at beginning of year2017-12-31$487,468
Participant contributions at end of year2017-12-31$24,332
Participant contributions at beginning of year2017-12-31$18,530
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$234,732
Administrative expenses (other) incurred2017-12-31$1,522
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$7,038,735
Value of net assets at end of year (total assets less liabilities)2017-12-31$47,352,914
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$40,314,179
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$46,003,784
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$38,954,524
Interest on participant loans2017-12-31$20,071
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$603,618
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$760,575
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$5,042,503
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$2,287,451
Employer contributions (assets) at end of year2017-12-31$99,865
Employer contributions (assets) at beginning of year2017-12-31$93,082
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$2,491,864
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 name2017-12-31BCS WATSON RICE LLP
Accountancy firm EIN2017-12-31271726741
2016 : LOCAL INITIATIVES SUPPORT CORPORATION TSA 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$5,033,754
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,947,999
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,946,427
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,548,392
Value of total assets at end of year2016-12-31$40,314,179
Value of total assets at beginning of year2016-12-31$37,228,424
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$1,572
Total interest from all sources2016-12-31$16,031
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,052,803
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$1,052,803
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$392,105
Participant contributions at end of year2016-12-31$487,468
Participant contributions at beginning of year2016-12-31$571,061
Participant contributions at end of year2016-12-31$18,530
Participant contributions at beginning of year2016-12-31$27,367
Administrative expenses (other) incurred2016-12-31$1,572
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$3,085,755
Value of net assets at end of year (total assets less liabilities)2016-12-31$40,314,179
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$37,228,424
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$38,954,524
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$35,723,281
Interest on participant loans2016-12-31$16,031
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$760,575
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$730,201
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,416,528
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
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$2,156,287
Employer contributions (assets) at end of year2016-12-31$93,082
Employer contributions (assets) at beginning of year2016-12-31$176,514
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,946,427
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 EIN2016-12-31271726741
2015 : LOCAL INITIATIVES SUPPORT CORPORATION TSA 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$2,696,567
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$2,915,570
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$2,914,160
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,505,597
Value of total assets at end of year2015-12-31$37,228,424
Value of total assets at beginning of year2015-12-31$37,447,427
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$1,410
Total interest from all sources2015-12-31$13,816
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$1,730,368
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$1,730,368
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$377,078
Participant contributions at end of year2015-12-31$571,061
Participant contributions at beginning of year2015-12-31$481,088
Participant contributions at end of year2015-12-31$27,367
Participant contributions at beginning of year2015-12-31$14,146
Administrative expenses (other) incurred2015-12-31$1,410
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-219,003
Value of net assets at end of year (total assets less liabilities)2015-12-31$37,228,424
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$37,447,427
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$35,723,281
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$36,078,305
Interest on participant loans2015-12-31$13,816
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$730,201
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$786,289
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,553,214
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$2,128,519
Employer contributions (assets) at end of year2015-12-31$176,514
Employer contributions (assets) at beginning of year2015-12-31$87,599
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$2,914,160
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 EIN2015-12-31271726741
2014 : LOCAL INITIATIVES SUPPORT CORPORATION TSA 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$4,487,671
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$4,743,903
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$4,742,166
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,293,215
Value of total assets at end of year2014-12-31$37,447,427
Value of total assets at beginning of year2014-12-31$37,703,659
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$1,737
Total interest from all sources2014-12-31$14,944
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,553,105
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$1,553,105
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$340,094
Participant contributions at end of year2014-12-31$481,088
Participant contributions at beginning of year2014-12-31$418,317
Participant contributions at end of year2014-12-31$14,146
Participant contributions at beginning of year2014-12-31$27,886
Administrative expenses (other) incurred2014-12-31$1,737
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-256,232
Value of net assets at end of year (total assets less liabilities)2014-12-31$37,447,427
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$37,703,659
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$36,078,305
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$36,328,389
Interest on participant loans2014-12-31$14,944
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$786,289
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$767,396
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$626,407
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$1,953,121
Employer contributions (assets) at end of year2014-12-31$87,599
Employer contributions (assets) at beginning of year2014-12-31$161,671
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$4,742,166
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 EIN2014-12-31271726741
2013 : LOCAL INITIATIVES SUPPORT CORPORATION TSA 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$8,087,767
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$2,412,141
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$2,393,088
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$2,342,275
Value of total assets at end of year2013-12-31$37,703,659
Value of total assets at beginning of year2013-12-31$32,028,033
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$19,053
Total interest from all sources2013-12-31$12,549
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$956,900
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$956,900
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$394,360
Participant contributions at end of year2013-12-31$418,317
Participant contributions at beginning of year2013-12-31$270,427
Participant contributions at end of year2013-12-31$27,886
Participant contributions at beginning of year2013-12-31$12,911
Other income not declared elsewhere2013-12-31$-713,403
Administrative expenses (other) incurred2013-12-31$19,053
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$5,675,626
Value of net assets at end of year (total assets less liabilities)2013-12-31$37,703,659
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$32,028,033
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$36,328,389
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$30,920,551
Interest on participant loans2013-12-31$12,549
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$767,396
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$745,186
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$5,489,446
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$1,947,915
Employer contributions (assets) at end of year2013-12-31$161,671
Employer contributions (assets) at beginning of year2013-12-31$78,958
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$2,393,088
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 EIN2013-12-31271726741
2012 : LOCAL INITIATIVES SUPPORT CORPORATION TSA 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$5,336,238
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$2,643,392
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$2,622,342
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,281,177
Value of total assets at end of year2012-12-31$32,028,033
Value of total assets at beginning of year2012-12-31$29,335,187
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$21,050
Total interest from all sources2012-12-31$36,513
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$758,272
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$758,272
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$348,198
Participant contributions at end of year2012-12-31$270,427
Participant contributions at beginning of year2012-12-31$444,766
Participant contributions at end of year2012-12-31$12,911
Participant contributions at beginning of year2012-12-31$12,032
Administrative expenses (other) incurred2012-12-31$21,050
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$2,692,846
Value of net assets at end of year (total assets less liabilities)2012-12-31$32,028,033
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$29,335,187
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$30,920,551
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$28,085,724
Interest on participant loans2012-12-31$14,897
Interest earned on other investments2012-12-31$21,616
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$745,186
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$714,958
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$2,260,276
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$1,932,979
Employer contributions (assets) at end of year2012-12-31$78,958
Employer contributions (assets) at beginning of year2012-12-31$77,707
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$2,622,342
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 TSA 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$2,283,109
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$2,402,710
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$2,381,386
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$2,475,382
Value of total assets at end of year2011-12-31$29,335,187
Value of total assets at beginning of year2011-12-31$29,454,788
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$21,324
Total interest from all sources2011-12-31$44,928
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$567,492
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$567,492
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$334,621
Participant contributions at end of year2011-12-31$444,766
Participant contributions at beginning of year2011-12-31$532,030
Participant contributions at end of year2011-12-31$12,032
Participant contributions at beginning of year2011-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$257,789
Other income not declared elsewhere2011-12-31$65
Administrative expenses (other) incurred2011-12-31$21,324
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-119,601
Value of net assets at end of year (total assets less liabilities)2011-12-31$29,335,187
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$29,454,788
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$28,085,724
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$28,116,477
Interest on participant loans2011-12-31$21,315
Interest earned on other investments2011-12-31$23,613
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$714,958
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$806,281
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-804,758
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$1,882,972
Employer contributions (assets) at end of year2011-12-31$77,707
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$2,381,386
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 TSA 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$4,884,042
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$2,164,577
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$2,143,484
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$2,375,688
Value of total assets at end of year2010-12-31$29,454,788
Value of total assets at beginning of year2010-12-31$26,735,323
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$21,093
Total interest from all sources2010-12-31$53,553
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$535,433
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$535,433
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$365,920
Participant contributions at end of year2010-12-31$532,030
Participant contributions at beginning of year2010-12-31$559,580
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$105,001
Administrative expenses (other) incurred2010-12-31$21,093
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$2,719,465
Value of net assets at end of year (total assets less liabilities)2010-12-31$29,454,788
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$26,735,323
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$28,116,477
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$25,319,624
Interest on participant loans2010-12-31$28,162
Interest earned on other investments2010-12-31$25,391
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$806,281
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$856,119
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,919,368
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$1,904,767
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$2,143,484
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 TSA PLAN

2022: LOCAL INITIATIVES SUPPORT CORPORATION TSA 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 TSA 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 TSA 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 TSA 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 TSA 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 TSA 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 TSA 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 TSA 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 TSA 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 TSA 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 TSA 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 TSA 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 TSA 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 TSA 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 number731632
Policy instance 1
Insurance contract or identification number731632
Number of Individuals Covered26
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 number731632
Policy instance 1
Insurance contract or identification number731632
Number of Individuals Covered26
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 number731632
Policy instance 1
Insurance contract or identification number731632
Number of Individuals Covered27
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 number731632
Policy instance 1
Insurance contract or identification number731632
Number of Individuals Covered29
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 number731632
Policy instance 1
Insurance contract or identification number731632
Number of Individuals Covered36
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 number731632
Policy instance 1
Insurance contract or identification number731632
Number of Individuals Covered41
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

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