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CHFS 401K RETIREMENT PLAN 401k Plan overview

Plan NameCHFS 401K RETIREMENT PLAN
Plan identification number 001

CHFS 401K RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

COALITION FOR HISPANIC FAMILY SERVICES has sponsored the creation of one or more 401k plans.

Company Name:COALITION FOR HISPANIC FAMILY SERVICES
Employer identification number (EIN):133546023
NAIC Classification:624100
NAIC Description: Individual and Family Services

Additional information about COALITION FOR HISPANIC FAMILY SERVICES

Jurisdiction of Incorporation: New York Department of State
Incorporation Date: 1989-12-07
Company Identification Number: 1405635
Legal Registered Office Address: 315 WYCKOFF AVENUE
4TH FLOOR
BROOKLYN
United States of America (USA)
11237

More information about COALITION FOR HISPANIC FAMILY SERVICES

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CHFS 401K RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-07-01
0012020-07-01
0012019-07-01
0012019-07-01
0012018-07-01
0012018-07-01
0012017-07-01
0012017-07-01
0012016-07-01DENISE ROSARIO
0012016-07-01
0012016-07-01
0012015-07-01DENISE ROSARIO
0012014-07-01DENISE ROSARIO
0012013-07-01DENISE ROSARIO
0012012-07-01DENISE ROSARIO
0012011-07-01DENISE ROSARIO
0012009-07-01DENISE ROSARIO DENISE ROSARIO2014-03-31
0012008-07-01DENISE ROSARIO DENISE ROSARIO2014-03-31

Plan Statistics for CHFS 401K RETIREMENT PLAN

401k plan membership statisitcs for CHFS 401K RETIREMENT PLAN

Measure Date Value
2021: CHFS 401K RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-07-01582
Total number of active participants reported on line 7a of the Form 55002021-07-01342
Number of retired or separated participants receiving benefits2021-07-010
Number of other retired or separated participants entitled to future benefits2021-07-01286
Total of all active and inactive participants2021-07-01628
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-010
Total participants2021-07-01628
Number of participants with account balances2021-07-01437
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-0139
2020: CHFS 401K RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-07-01505
Total number of active participants reported on line 7a of the Form 55002020-07-01380
Number of retired or separated participants receiving benefits2020-07-010
Number of other retired or separated participants entitled to future benefits2020-07-01231
Total of all active and inactive participants2020-07-01611
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-010
Total participants2020-07-01611
Number of participants with account balances2020-07-01415
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-0113
2019: CHFS 401K RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-07-01518
Total number of active participants reported on line 7a of the Form 55002019-07-01284
Number of retired or separated participants receiving benefits2019-07-010
Number of other retired or separated participants entitled to future benefits2019-07-01221
Total of all active and inactive participants2019-07-01505
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-010
Total participants2019-07-01505
Number of participants with account balances2019-07-01364
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-0121
2018: CHFS 401K RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-01538
Total number of active participants reported on line 7a of the Form 55002018-07-01276
Number of retired or separated participants receiving benefits2018-07-010
Number of other retired or separated participants entitled to future benefits2018-07-01242
Total of all active and inactive participants2018-07-01518
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-010
Total participants2018-07-01518
Number of participants with account balances2018-07-01367
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-010
2017: CHFS 401K RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-01454
Total number of active participants reported on line 7a of the Form 55002017-07-01358
Number of retired or separated participants receiving benefits2017-07-0111
Number of other retired or separated participants entitled to future benefits2017-07-01169
Total of all active and inactive participants2017-07-01538
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-010
Total participants2017-07-01538
Number of participants with account balances2017-07-01345
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-0111
2016: CHFS 401K RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-01251
Total number of active participants reported on line 7a of the Form 55002016-07-01279
Number of retired or separated participants receiving benefits2016-07-011
Number of other retired or separated participants entitled to future benefits2016-07-01175
Total of all active and inactive participants2016-07-01455
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-010
Total participants2016-07-01455
Number of participants with account balances2016-07-01326
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-0140
2015: CHFS 401K RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-01214
Total number of active participants reported on line 7a of the Form 55002015-07-01233
Number of other retired or separated participants entitled to future benefits2015-07-01126
Total of all active and inactive participants2015-07-01359
Total participants2015-07-01359
Number of participants with account balances2015-07-01126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-010
2014: CHFS 401K RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-01196
Total number of active participants reported on line 7a of the Form 55002014-07-01117
Number of other retired or separated participants entitled to future benefits2014-07-0197
Total of all active and inactive participants2014-07-01214
Total participants2014-07-01214
Number of participants with account balances2014-07-01196
2013: CHFS 401K RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-01195
Total number of active participants reported on line 7a of the Form 55002013-07-01101
Number of other retired or separated participants entitled to future benefits2013-07-0195
Total of all active and inactive participants2013-07-01196
Total participants2013-07-01196
Number of participants with account balances2013-07-01167
2012: CHFS 401K RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-01211
Total number of active participants reported on line 7a of the Form 55002012-07-01104
Number of retired or separated participants receiving benefits2012-07-010
Number of other retired or separated participants entitled to future benefits2012-07-0189
Total of all active and inactive participants2012-07-01193
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-010
Total participants2012-07-01193
Number of participants with account balances2012-07-01161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-010
2011: CHFS 401K RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-01195
Total number of active participants reported on line 7a of the Form 55002011-07-01117
Number of retired or separated participants receiving benefits2011-07-010
Number of other retired or separated participants entitled to future benefits2011-07-0187
Total of all active and inactive participants2011-07-01204
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-010
Total participants2011-07-01204
Number of participants with account balances2011-07-01171
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-014
2009: CHFS 401K RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-01185
Total number of active participants reported on line 7a of the Form 55002009-07-01167
Number of retired or separated participants receiving benefits2009-07-010
Number of other retired or separated participants entitled to future benefits2009-07-0151
Total of all active and inactive participants2009-07-01218
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-010
Total participants2009-07-01218
Number of participants with account balances2009-07-01130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-019
2008: CHFS 401K RETIREMENT PLAN 2008 401k membership
Total participants, beginning-of-year2008-07-01170
Total number of active participants reported on line 7a of the Form 55002008-07-01127
Number of retired or separated participants receiving benefits2008-07-010
Number of other retired or separated participants entitled to future benefits2008-07-0134
Total of all active and inactive participants2008-07-01161
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2008-07-010
Total participants2008-07-01161
Number of participants with account balances2008-07-01107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2008-07-012

Financial Data on CHFS 401K RETIREMENT PLAN

Measure Date Value
2022 : CHFS 401K RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total income from all sources (including contributions)2022-06-30$166,853
Total loss/gain on sale of assets2022-06-30$0
Total of all expenses incurred2022-06-30$453,595
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$386,132
Value of total corrective distributions2022-06-30$5,231
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$942,031
Value of total assets at end of year2022-06-30$4,877,258
Value of total assets at beginning of year2022-06-30$5,164,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$62,232
Total interest from all sources2022-06-30$3,488
Total dividends received (eg from common stock, registered investment company shares)2022-06-30$627,634
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2022-06-30$627,634
Was this plan covered by a fidelity bond2022-06-30No
Value of fidelity bond cover2022-06-30$500,000
If this is an individual account plan, was there a blackout period2022-06-30No
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Contributions received from participants2022-06-30$241,968
Participant contributions at end of year2022-06-30$78,476
Participant contributions at beginning of year2022-06-30$83,349
Income. Received or receivable in cash from other sources (including rollovers)2022-06-30$11,926
Other income not declared elsewhere2022-06-30$31,829
Total non interest bearing cash at beginning of year2022-06-30$136
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$-286,742
Value of net assets at end of year (total assets less liabilities)2022-06-30$4,877,258
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$5,164,000
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30No
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Investment advisory and management fees2022-06-30$2,029
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-06-30$4,798,782
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-06-30$5,080,514
Interest on participant loans2022-06-30$3,488
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-06-30$1
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-06-30$-1,438,129
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30No
Was there a failure to transmit to the plan any participant contributions2022-06-30Yes
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Contributions received in cash from employer2022-06-30$688,137
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$386,132
Contract administrator fees2022-06-30$60,203
Did the plan have assets held for investment2022-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-30No
Opinion of an independent qualified public accountant for this plan2022-06-30Unqualified
Accountancy firm name2022-06-30BDO USA, LLP
Accountancy firm EIN2022-06-30135381590
2021 : CHFS 401K RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total income from all sources (including contributions)2021-06-30$1,800,446
Total loss/gain on sale of assets2021-06-30$0
Total of all expenses incurred2021-06-30$308,075
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$278,180
Expenses. Certain deemed distributions of participant loans2021-06-30$1,302
Value of total corrective distributions2021-06-30$2,564
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$759,995
Value of total assets at end of year2021-06-30$5,164,000
Value of total assets at beginning of year2021-06-30$3,671,629
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$26,029
Total interest from all sources2021-06-30$4,340
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$198,428
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2021-06-30$198,428
Was this plan covered by a fidelity bond2021-06-30No
If this is an individual account plan, was there a blackout period2021-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-06-30$0
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Contributions received from participants2021-06-30$210,759
Participant contributions at end of year2021-06-30$83,349
Participant contributions at beginning of year2021-06-30$96,960
Total non interest bearing cash at end of year2021-06-30$136
Total non interest bearing cash at beginning of year2021-06-30$22
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$1,492,371
Value of net assets at end of year (total assets less liabilities)2021-06-30$5,164,000
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$3,671,629
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-06-30$5,080,514
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-06-30$3,574,183
Interest on participant loans2021-06-30$4,340
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-06-30$1
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-06-30$464
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-06-30$837,683
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30No
Was there a failure to transmit to the plan any participant contributions2021-06-30Yes
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Contributions received in cash from employer2021-06-30$549,236
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$278,180
Contract administrator fees2021-06-30$26,029
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Opinion of an independent qualified public accountant for this plan2021-06-30Unqualified
Accountancy firm name2021-06-30BDO USA, LLP
Accountancy firm EIN2021-06-30135381590
2020 : CHFS 401K RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total income from all sources (including contributions)2020-06-30$703,487
Total loss/gain on sale of assets2020-06-30$0
Total of all expenses incurred2020-06-30$229,598
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$203,007
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$626,334
Value of total assets at end of year2020-06-30$3,671,629
Value of total assets at beginning of year2020-06-30$3,197,740
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$26,591
Total interest from all sources2020-06-30$5,839
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$359,925
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2020-06-30$359,925
Was this plan covered by a fidelity bond2020-06-30No
If this is an individual account plan, was there a blackout period2020-06-30No
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Contributions received from participants2020-06-30$184,125
Participant contributions at end of year2020-06-30$96,960
Participant contributions at beginning of year2020-06-30$117,445
Total non interest bearing cash at end of year2020-06-30$22
Total non interest bearing cash at beginning of year2020-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$473,889
Value of net assets at end of year (total assets less liabilities)2020-06-30$3,671,629
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$3,197,740
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-06-30$3,574,183
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$3,080,295
Interest on participant loans2020-06-30$5,839
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-06-30$464
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-06-30$-288,611
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30No
Was there a failure to transmit to the plan any participant contributions2020-06-30Yes
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Contributions received in cash from employer2020-06-30$442,209
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$203,007
Contract administrator fees2020-06-30$26,591
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30Yes
Opinion of an independent qualified public accountant for this plan2020-06-30Disclaimer
Accountancy firm name2020-06-30BDO USA, LLP
Accountancy firm EIN2020-06-30135381590
2019 : CHFS 401K RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total income from all sources (including contributions)2019-06-30$597,864
Total loss/gain on sale of assets2019-06-30$0
Total of all expenses incurred2019-06-30$344,535
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$309,118
Value of total corrective distributions2019-06-30$6,004
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$449,002
Value of total assets at end of year2019-06-30$3,197,740
Value of total assets at beginning of year2019-06-30$2,944,411
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$29,413
Total interest from all sources2019-06-30$6,544
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$133,357
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2019-06-30$133,357
Was this plan covered by a fidelity bond2019-06-30No
If this is an individual account plan, was there a blackout period2019-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-06-30$0
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Contributions received from participants2019-06-30$196,746
Assets. Loans (other than to participants) at end of year2019-06-30$117,445
Assets. Loans (other than to participants) at beginning of year2019-06-30$108,432
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$253,329
Value of net assets at end of year (total assets less liabilities)2019-06-30$3,197,740
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$2,944,411
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-06-30$3,080,295
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$2,825,956
Interest on participant loans2019-06-30$6,544
Interest earned on other investments2019-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-06-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-06-30$1,114
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-06-30$8,961
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30No
Was there a failure to transmit to the plan any participant contributions2019-06-30Yes
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Contributions received in cash from employer2019-06-30$252,256
Employer contributions (assets) at beginning of year2019-06-30$8,909
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$309,118
Contract administrator fees2019-06-30$29,413
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Opinion of an independent qualified public accountant for this plan2019-06-30Disclaimer
Accountancy firm name2019-06-30BDO USA, LLP
Accountancy firm EIN2019-06-30135381590
2018 : CHFS 401K RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total income from all sources (including contributions)2018-06-30$538,584
Total loss/gain on sale of assets2018-06-30$0
Total of all expenses incurred2018-06-30$256,465
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$223,086
Value of total corrective distributions2018-06-30$1,893
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$343,460
Value of total assets at end of year2018-06-30$2,935,503
Value of total assets at beginning of year2018-06-30$2,653,384
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$31,486
Total interest from all sources2018-06-30$4,671
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$101,337
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2018-06-30$101,337
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$40,000
If this is an individual account plan, was there a blackout period2018-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-06-30$0
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Contributions received from participants2018-06-30$193,460
Participant contributions at end of year2018-06-30$108,432
Participant contributions at beginning of year2018-06-30$74,801
Income. Received or receivable in cash from other sources (including rollovers)2018-06-30$0
Total non interest bearing cash at end of year2018-06-30$8,909
Total non interest bearing cash at beginning of year2018-06-30$8,421
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$282,119
Value of net assets at end of year (total assets less liabilities)2018-06-30$2,935,503
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$2,653,384
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-06-30$2,825,957
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$2,578,543
Value of interest in pooled separate accounts at end of year2018-06-30$0
Value of interest in pooled separate accounts at beginning of year2018-06-30$0
Interest on participant loans2018-06-30$4,659
Interest earned on other investments2018-06-30$12
Value of interest in common/collective trusts at end of year2018-06-30$0
Value of interest in common/collective trusts at beginning of year2018-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-06-30$1,114
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-06-30$40
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-06-30$89,116
Net investment gain or loss from common/collective trusts2018-06-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30No
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Contributions received in cash from employer2018-06-30$150,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$223,086
Contract administrator fees2018-06-30$31,486
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30Yes
Opinion of an independent qualified public accountant for this plan2018-06-30Disclaimer
Accountancy firm name2018-06-30BDO USA, LLP
Accountancy firm EIN2018-06-30135381590
2017 : CHFS 401K RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total income from all sources (including contributions)2017-06-30$747,704
Total loss/gain on sale of assets2017-06-30$0
Total of all expenses incurred2017-06-30$87,305
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$65,602
Expenses. Certain deemed distributions of participant loans2017-06-30$1,452
Value of total corrective distributions2017-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$447,323
Value of total assets at end of year2017-06-30$2,653,384
Value of total assets at beginning of year2017-06-30$1,992,985
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$21,703
Total interest from all sources2017-06-30$3,969
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$33,389
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2017-06-30$33,389
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$40,000
If this is an individual account plan, was there a blackout period2017-06-30No
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Contributions received from participants2017-06-30$197,322
Participant contributions at end of year2017-06-30$74,801
Participant contributions at beginning of year2017-06-30$74,245
Income. Received or receivable in cash from other sources (including rollovers)2017-06-30$0
Total non interest bearing cash at end of year2017-06-30$8,421
Total non interest bearing cash at beginning of year2017-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$660,399
Value of net assets at end of year (total assets less liabilities)2017-06-30$2,653,384
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$1,992,985
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-06-30$2,578,543
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$0
Value of interest in pooled separate accounts at end of year2017-06-30$0
Value of interest in pooled separate accounts at beginning of year2017-06-30$1,792,830
Interest on participant loans2017-06-30$3,969
Interest earned on other investments2017-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-06-30$40
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-06-30$125,910
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-06-30$263,023
Net investment gain or loss from common/collective trusts2017-06-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30No
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$250,001
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$65,602
Contract administrator fees2017-06-30$21,703
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30Yes
Opinion of an independent qualified public accountant for this plan2017-06-30Disclaimer
Accountancy firm name2017-06-30BDO USA, LLP
Accountancy firm EIN2017-06-30135381590
2016 : CHFS 401K RETIREMENT PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-06-30$153,275
Total of all expenses incurred2016-06-30$57,028
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$41,431
Expenses. Certain deemed distributions of participant loans2016-06-30$704
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$163,745
Value of total assets at end of year2016-06-30$1,992,985
Value of total assets at beginning of year2016-06-30$1,896,738
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$14,893
Total interest from all sources2016-06-30$3,999
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Administrative expenses professional fees incurred2016-06-30$1,200
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$500,000
If this is an individual account plan, was there a blackout period2016-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-06-30$0
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Contributions received from participants2016-06-30$163,398
Participant contributions at end of year2016-06-30$74,245
Participant contributions at beginning of year2016-06-30$54,978
Income. Received or receivable in cash from other sources (including rollovers)2016-06-30$347
Other income not declared elsewhere2016-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$96,247
Value of net assets at end of year (total assets less liabilities)2016-06-30$1,992,985
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$1,896,738
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Investment advisory and management fees2016-06-30$13,693
Value of interest in pooled separate accounts at end of year2016-06-30$1,792,830
Value of interest in pooled separate accounts at beginning of year2016-06-30$1,720,040
Interest on participant loans2016-06-30$2,491
Interest earned on other investments2016-06-30$1,508
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-06-30$125,910
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-06-30$121,720
Net investment gain/loss from pooled separate accounts2016-06-30$-14,469
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30No
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$41,431
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30Yes
Opinion of an independent qualified public accountant for this plan2016-06-30Disclaimer
Accountancy firm name2016-06-30BDO USA, LLP
Accountancy firm EIN2016-06-30135381590
2015 : CHFS 401K RETIREMENT PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-06-30$176,842
Total of all expenses incurred2015-06-30$99,248
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$83,858
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$131,138
Value of total assets at end of year2015-06-30$1,896,738
Value of total assets at beginning of year2015-06-30$1,819,144
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$15,390
Total interest from all sources2015-06-30$3,939
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Administrative expenses professional fees incurred2015-06-30$1,850
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$500,000
If this is an individual account plan, was there a blackout period2015-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-06-30$0
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Contributions received from participants2015-06-30$131,083
Participant contributions at end of year2015-06-30$54,978
Participant contributions at beginning of year2015-06-30$64,302
Other income not declared elsewhere2015-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$77,594
Value of net assets at end of year (total assets less liabilities)2015-06-30$1,896,738
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$1,819,144
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Investment advisory and management fees2015-06-30$13,540
Value of interest in pooled separate accounts at end of year2015-06-30$1,720,040
Value of interest in pooled separate accounts at beginning of year2015-06-30$1,637,511
Interest on participant loans2015-06-30$2,340
Interest earned on other investments2015-06-30$1,599
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-06-30$121,720
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-06-30$117,331
Net investment gain/loss from pooled separate accounts2015-06-30$41,765
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30No
Was there a failure to transmit to the plan any participant contributions2015-06-30Yes
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$55
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$83,858
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30Yes
Opinion of an independent qualified public accountant for this plan2015-06-30Disclaimer
Accountancy firm name2015-06-30BDO USA, LLP
Accountancy firm EIN2015-06-30135381590
2014 : CHFS 401K RETIREMENT PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-06-30$363,871
Total of all expenses incurred2014-06-30$84,289
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$69,722
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$109,990
Value of total assets at end of year2014-06-30$1,819,144
Value of total assets at beginning of year2014-06-30$1,539,562
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$14,567
Total interest from all sources2014-06-30$3,264
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Administrative expenses professional fees incurred2014-06-30$14,567
Was this plan covered by a fidelity bond2014-06-30No
If this is an individual account plan, was there a blackout period2014-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-06-30$0
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Contributions received from participants2014-06-30$106,412
Participant contributions at end of year2014-06-30$64,302
Participant contributions at beginning of year2014-06-30$85,806
Income. Received or receivable in cash from other sources (including rollovers)2014-06-30$3,578
Other income not declared elsewhere2014-06-30$1,618
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$279,582
Value of net assets at end of year (total assets less liabilities)2014-06-30$1,819,144
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$1,539,562
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Value of interest in pooled separate accounts at end of year2014-06-30$1,637,511
Value of interest in pooled separate accounts at beginning of year2014-06-30$1,340,451
Interest on participant loans2014-06-30$3,264
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-06-30$117,331
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-06-30$113,305
Net investment gain/loss from pooled separate accounts2014-06-30$248,999
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30No
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$69,722
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30Yes
Opinion of an independent qualified public accountant for this plan2014-06-30Disclaimer
Accountancy firm name2014-06-30BDO USE, LLP
Accountancy firm EIN2014-06-30135381590
2013 : CHFS 401K RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$1,465
Total income from all sources (including contributions)2013-06-30$276,398
Total loss/gain on sale of assets2013-06-30$0
Total of all expenses incurred2013-06-30$83,163
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$69,030
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$109,336
Value of total assets at end of year2013-06-30$1,539,562
Value of total assets at beginning of year2013-06-30$1,347,792
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$14,133
Total interest from all sources2013-06-30$3,481
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Administrative expenses professional fees incurred2013-06-30$3,664
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$40,000
If this is an individual account plan, was there a blackout period2013-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-06-30$0
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Contributions received from participants2013-06-30$109,336
Participant contributions at end of year2013-06-30$85,806
Participant contributions at beginning of year2013-06-30$68,779
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-06-30$1,465
Other income not declared elsewhere2013-06-30$1,667
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$193,235
Value of net assets at end of year (total assets less liabilities)2013-06-30$1,539,562
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$1,346,327
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Investment advisory and management fees2013-06-30$10,469
Value of interest in pooled separate accounts at end of year2013-06-30$1,340,451
Value of interest in pooled separate accounts at beginning of year2013-06-30$1,175,394
Interest on participant loans2013-06-30$3,481
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-06-30$113,305
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-06-30$103,619
Net investment gain/loss from pooled separate accounts2013-06-30$161,914
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30No
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$69,030
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30Yes
Opinion of an independent qualified public accountant for this plan2013-06-30Disclaimer
Accountancy firm name2013-06-30MCGLADREY LLP
Accountancy firm EIN2013-06-30420714325
2012 : CHFS 401K RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$1,465
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$3,583
Total income from all sources (including contributions)2012-06-30$112,211
Total loss/gain on sale of assets2012-06-30$0
Total of all expenses incurred2012-06-30$55,968
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$45,516
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$115,953
Value of total assets at end of year2012-06-30$1,347,792
Value of total assets at beginning of year2012-06-30$1,293,667
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$10,452
Total interest from all sources2012-06-30$2,932
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Administrative expenses professional fees incurred2012-06-30$10,452
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$1,000,000
If this is an individual account plan, was there a blackout period2012-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-06-30$0
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Contributions received from participants2012-06-30$115,953
Participant contributions at end of year2012-06-30$68,779
Participant contributions at beginning of year2012-06-30$44,928
Participant contributions at beginning of year2012-06-30$3,800
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-06-30$1,465
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-06-30$3,583
Other income not declared elsewhere2012-06-30$2,002
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$56,243
Value of net assets at end of year (total assets less liabilities)2012-06-30$1,346,327
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$1,290,084
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Value of interest in pooled separate accounts at end of year2012-06-30$1,175,394
Value of interest in pooled separate accounts at beginning of year2012-06-30$1,151,145
Interest on participant loans2012-06-30$2,932
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-06-30$103,619
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-06-30$93,794
Net investment gain/loss from pooled separate accounts2012-06-30$-8,676
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30No
Was there a failure to transmit to the plan any participant contributions2012-06-30Yes
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$45,516
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30Yes
Opinion of an independent qualified public accountant for this plan2012-06-30Disclaimer
Accountancy firm name2012-06-30MCGLADREY LLP
Accountancy firm EIN2012-06-30420714325
2011 : CHFS 401K RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$3,583
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$2,619
Total income from all sources (including contributions)2011-06-30$349,671
Total loss/gain on sale of assets2011-06-30$0
Total of all expenses incurred2011-06-30$99,708
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$90,094
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$116,177
Value of total assets at end of year2011-06-30$1,293,667
Value of total assets at beginning of year2011-06-30$1,042,740
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$9,614
Total interest from all sources2011-06-30$1,771
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Administrative expenses professional fees incurred2011-06-30$950
Was this plan covered by a fidelity bond2011-06-30No
If this is an individual account plan, was there a blackout period2011-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-06-30$0
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Contributions received from participants2011-06-30$116,177
Participant contributions at end of year2011-06-30$44,928
Participant contributions at beginning of year2011-06-30$38,435
Participant contributions at end of year2011-06-30$3,800
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-06-30$3,583
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-06-30$2,619
Other income not declared elsewhere2011-06-30$2,293
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$249,963
Value of net assets at end of year (total assets less liabilities)2011-06-30$1,290,084
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$1,040,121
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Investment advisory and management fees2011-06-30$8,664
Value of interest in pooled separate accounts at end of year2011-06-30$1,151,145
Value of interest in pooled separate accounts at beginning of year2011-06-30$919,711
Interest on participant loans2011-06-30$1,771
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-06-30$93,794
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-06-30$84,594
Net investment gain/loss from pooled separate accounts2011-06-30$229,430
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30No
Was there a failure to transmit to the plan any participant contributions2011-06-30Yes
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$90,094
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30Yes
Opinion of an independent qualified public accountant for this plan2011-06-30Disclaimer
Accountancy firm name2011-06-30MCGLADREY LLP
Accountancy firm EIN2011-06-30420714325
2010 : CHFS 401K RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-06-30$2,619
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-06-30$0
Total income from all sources (including contributions)2010-06-30$185,550
Total loss/gain on sale of assets2010-06-30$0
Total of all expenses incurred2010-06-30$26,930
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-06-30$18,252
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-06-30$123,752
Value of total assets at end of year2010-06-30$1,042,740
Value of total assets at beginning of year2010-06-30$881,501
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-06-30$8,678
Total interest from all sources2010-06-30$931
Total dividends received (eg from common stock, registered investment company shares)2010-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-06-30No
Administrative expenses professional fees incurred2010-06-30$628
Was this plan covered by a fidelity bond2010-06-30No
If this is an individual account plan, was there a blackout period2010-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-06-30$0
Were there any nonexempt tranactions with any party-in-interest2010-06-30No
Contributions received from participants2010-06-30$123,047
Participant contributions at end of year2010-06-30$38,435
Participant contributions at beginning of year2010-06-30$5,847
Participant contributions at beginning of year2010-06-30$9,591
Income. Received or receivable in cash from other sources (including rollovers)2010-06-30$705
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-06-30$2,619
Other income not declared elsewhere2010-06-30$1,512
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-06-30No
Value of net income/loss2010-06-30$158,620
Value of net assets at end of year (total assets less liabilities)2010-06-30$1,040,121
Value of net assets at beginning of year (total assets less liabilities)2010-06-30$881,501
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2010-06-30No
Were any leases to which the plan was party in default or uncollectible2010-06-30No
Investment advisory and management fees2010-06-30$8,050
Value of interest in pooled separate accounts at end of year2010-06-30$919,711
Value of interest in pooled separate accounts at beginning of year2010-06-30$523,639
Interest on participant loans2010-06-30$797
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-06-30$65,823
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-06-30$65,823
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-06-30$134
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-06-30$84,594
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-06-30$31,005
Net investment gain/loss from pooled separate accounts2010-06-30$59,355
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-06-30No
Was there a failure to transmit to the plan any participant contributions2010-06-30Yes
Has the plan failed to provide any benefit when due under the plan2010-06-30No
Contributions received in cash from employer2010-06-30$0
Employer contributions (assets) at beginning of year2010-06-30$245,596
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-06-30$18,252
Did the plan have assets held for investment2010-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-06-30Yes
Opinion of an independent qualified public accountant for this plan2010-06-30Disclaimer
Accountancy firm name2010-06-30MCGLADREY LLP
Accountancy firm EIN2010-06-30420714325
2009 : CHFS 401K RETIREMENT PLAN 2009 401k financial data
Total unrealized appreciation/depreciation of assets2009-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2009-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2009-06-30$0
Total income from all sources (including contributions)2009-06-30$126,466
Total loss/gain on sale of assets2009-06-30$0
Total of all expenses incurred2009-06-30$30,873
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2009-06-30$23,946
Total contributions o plan (from employers,participants, others, non cash contrinutions)2009-06-30$251,407
Value of total assets at end of year2009-06-30$881,501
Value of total assets at beginning of year2009-06-30$785,908
Total of administrative expenses incurred including professional, contract, advisory and management fees2009-06-30$6,927
Total interest from all sources2009-06-30$559
Total dividends received (eg from common stock, registered investment company shares)2009-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2009-06-30No
Administrative expenses professional fees incurred2009-06-30$150
Was this plan covered by a fidelity bond2009-06-30No
If this is an individual account plan, was there a blackout period2009-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-06-30$0
Were there any nonexempt tranactions with any party-in-interest2009-06-30No
Contributions received from participants2009-06-30$131,107
Participant contributions at end of year2009-06-30$5,847
Participant contributions at beginning of year2009-06-30$8,641
Participant contributions at end of year2009-06-30$9,591
Participant contributions at beginning of year2009-06-30$26,449
Income. Received or receivable in cash from other sources (including rollovers)2009-06-30$673
Other income not declared elsewhere2009-06-30$798
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2009-06-30No
Value of net income/loss2009-06-30$95,593
Value of net assets at end of year (total assets less liabilities)2009-06-30$881,501
Value of net assets at beginning of year (total assets less liabilities)2009-06-30$785,908
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2009-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2009-06-30No
Were any leases to which the plan was party in default or uncollectible2009-06-30No
Investment advisory and management fees2009-06-30$6,777
Value of interest in pooled separate accounts at end of year2009-06-30$523,639
Value of interest in pooled separate accounts at beginning of year2009-06-30$540,780
Interest on participant loans2009-06-30$559
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2009-06-30$65,823
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2009-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2009-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2009-06-30$31,005
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2009-06-30$18,248
Net investment gain/loss from pooled separate accounts2009-06-30$-126,298
Net investment gain or loss from common/collective trusts2009-06-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2009-06-30No
Was there a failure to transmit to the plan any participant contributions2009-06-30Yes
Has the plan failed to provide any benefit when due under the plan2009-06-30No
Contributions received in cash from employer2009-06-30$119,627
Employer contributions (assets) at end of year2009-06-30$245,596
Employer contributions (assets) at beginning of year2009-06-30$191,790
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2009-06-30$23,946
Did the plan have assets held for investment2009-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2009-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2009-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2009-06-30Yes
Opinion of an independent qualified public accountant for this plan2009-06-30Disclaimer
Accountancy firm name2009-06-30MCGLADREY LLP
Accountancy firm EIN2009-06-30420714325

Form 5500 Responses for CHFS 401K RETIREMENT PLAN

2021: CHFS 401K RETIREMENT PLAN 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Submission has been amendedYes
2021-07-01This submission is the final filingNo
2021-07-01This return/report is a short plan year return/report (less than 12 months)No
2021-07-01Plan is a collectively bargained planNo
2021-07-01Plan funding arrangement – InsuranceYes
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement – InsuranceYes
2021-07-01Plan benefit arrangement - TrustYes
2020: CHFS 401K RETIREMENT PLAN 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Submission has been amendedNo
2020-07-01This submission is the final filingNo
2020-07-01This return/report is a short plan year return/report (less than 12 months)No
2020-07-01Plan is a collectively bargained planNo
2020-07-01Plan funding arrangement – InsuranceYes
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement – InsuranceYes
2020-07-01Plan benefit arrangement - TrustYes
2019: CHFS 401K RETIREMENT PLAN 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Submission has been amendedYes
2019-07-01This submission is the final filingNo
2019-07-01This return/report is a short plan year return/report (less than 12 months)No
2019-07-01Plan is a collectively bargained planNo
2019-07-01Plan funding arrangement – InsuranceYes
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement – InsuranceYes
2019-07-01Plan benefit arrangement - TrustYes
2018: CHFS 401K RETIREMENT PLAN 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Submission has been amendedNo
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planNo
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement – InsuranceYes
2018-07-01Plan benefit arrangement - TrustYes
2017: CHFS 401K RETIREMENT PLAN 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Submission has been amendedYes
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planNo
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement – InsuranceYes
2017-07-01Plan benefit arrangement - TrustYes
2016: CHFS 401K RETIREMENT PLAN 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedYes
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement – InsuranceYes
2016-07-01Plan benefit arrangement - TrustYes
2015: CHFS 401K RETIREMENT PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement – InsuranceYes
2015-07-01Plan benefit arrangement - TrustYes
2014: CHFS 401K RETIREMENT PLAN 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement – InsuranceYes
2014-07-01Plan benefit arrangement - TrustYes
2013: CHFS 401K RETIREMENT PLAN 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedYes
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement – InsuranceYes
2013-07-01Plan benefit arrangement - TrustYes
2012: CHFS 401K RETIREMENT PLAN 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement – InsuranceYes
2012-07-01Plan benefit arrangement - TrustYes
2011: CHFS 401K RETIREMENT PLAN 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedYes
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement – InsuranceYes
2011-07-01Plan benefit arrangement - TrustYes
2009: CHFS 401K RETIREMENT PLAN 2009 form 5500 responses
2009-07-01Type of plan entityMulti-employer plan
2009-07-01Submission has been amendedNo
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – InsuranceYes
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement – InsuranceYes
2009-07-01Plan benefit arrangement - TrustYes
2008: CHFS 401K RETIREMENT PLAN 2008 form 5500 responses
2008-07-01Type of plan entityMulti-employer plan
2008-07-01First time form 5500 has been submittedYes
2008-07-01Submission has been amendedNo
2008-07-01This submission is the final filingNo
2008-07-01This return/report is a short plan year return/report (less than 12 months)No
2008-07-01Plan is a collectively bargained planNo
2008-07-01Plan funding arrangement – InsuranceYes
2008-07-01Plan funding arrangement – TrustYes
2008-07-01Plan benefit arrangement – InsuranceYes
2008-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number031093501
Policy instance 1
Insurance contract or identification number031093501
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number031-0935-1
Policy instance 1
Insurance contract or identification number031-0935-1
Number of Individuals Covered611
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $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 Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number031-0935-1
Policy instance 1
Insurance contract or identification number031-0935-1
Number of Individuals Covered318
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $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
Insurance broker organization code?3
CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number031-0935-1
Policy instance 1
Insurance contract or identification number031-0935-1
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Total amount of commissions paid to insurance brokerUSD $13,974
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
Commission paid to Insurance BrokerUSD $13,974
Insurance broker organization code?3
CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number031-0935-1
Policy instance 1
Insurance contract or identification number031-0935-1
Number of Individuals Covered538
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $13,496
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
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number341220-00
Policy instance 1
Insurance contract or identification number341220-00
Number of Individuals Covered126
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Total amount of commissions paid to insurance brokerUSD $6,204
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,204
Insurance broker organization code?3
Insurance broker nameRICHARD ALLEN
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number341220-00
Policy instance 1
Insurance contract or identification number341220-00
Number of Individuals Covered196
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Total amount of commissions paid to insurance brokerUSD $5,827
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,827
Insurance broker organization code?3
Insurance broker nameRICHARD ALLEN
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number341220-00
Policy instance 1
Insurance contract or identification number341220-00
Number of Individuals Covered167
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $5,057
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,057
Insurance broker organization code?3
Insurance broker nameRICHARD ALLEN
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number341220-000
Policy instance 1
Insurance contract or identification number341220-000
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $4,551
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,551
Insurance broker organization code?3
Insurance broker nameRICHARD ALLEN
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number341220-000
Policy instance 1
Insurance contract or identification number341220-000
Number of Individuals Covered171
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Total amount of commissions paid to insurance brokerUSD $4,225
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number341220-000
Policy instance 1
Insurance contract or identification number341220-000
Number of Individuals Covered146
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Total amount of commissions paid to insurance brokerUSD $4,038
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number341220-000
Policy instance 1
Insurance contract or identification number341220-000
Number of Individuals Covered130
Insurance policy start date2009-07-01
Insurance policy end date2010-06-30
Total amount of commissions paid to insurance brokerUSD $6,459
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,459
Insurance broker organization code?3
Insurance broker nameRICHARD ALLEN
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number341220-000
Policy instance 1
Insurance contract or identification number341220-000
Number of Individuals Covered107
Insurance policy start date2008-07-01
Insurance policy end date2009-06-30
Total amount of commissions paid to insurance brokerUSD $2,742
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,742
Insurance broker organization code?3
Insurance broker nameRICHARD ALLEN

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