Logo

403(B) THRIFT PLAN FOR NYSARC, INC. DBA THE ARC - JEFFERSON ST. LAWRENCE NEW YORK 401k Plan overview

Plan Name403(B) THRIFT PLAN FOR NYSARC, INC. DBA THE ARC - JEFFERSON ST. LAWRENCE NEW YORK
Plan identification number 003

403(B) THRIFT PLAN FOR NYSARC, INC. DBA THE ARC - JEFFERSON ST. LAWRENCE NEW YORK Benefits

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

401k Sponsoring company profile

THE ARC JEFFERSON - ST. LAWRENCE has sponsored the creation of one or more 401k plans.

Company Name:THE ARC JEFFERSON - ST. LAWRENCE
Employer identification number (EIN):161134631
NAIC Classification:624100
NAIC Description: Individual and Family Services

Additional information about THE ARC JEFFERSON - ST. LAWRENCE

Jurisdiction of Incorporation: New York Department of State
Incorporation Date: 1979-10-16
Company Identification Number: 587668
Legal Registered Office Address: GAFFNEY DR
Jefferson
WATERTOWN
United States of America (USA)
13601

More information about THE ARC JEFFERSON - ST. LAWRENCE

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 403(B) THRIFT PLAN FOR NYSARC, INC. DBA THE ARC - JEFFERSON ST. LAWRENCE NEW YORK

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032021-01-01
0032020-01-01
0032019-01-01
0032018-01-01
0032017-01-01JILL A. ALLEN JILL A. ALLEN2018-10-10
0032016-01-01JILL A. ALLEN JILL A. ALLEN2017-10-11
0032015-01-01JILL A. ALLEN JILL A. ALLEN2016-10-11
0032014-01-01JILL A. ALLEN JILL A. ALLEN2015-10-07
0032013-01-01JILL A. ALLEN JILL A. ALLEN2014-10-10
0032012-01-01JILL A. ALLEN JILL A. ALLEN2013-09-27
0032011-01-01JILL A. ALLEN JILL A. ALLEN2012-09-21
0032009-12-31JILL A. ALLEN JILL A. ALLEN2011-09-15
0032008-12-31

Plan Statistics for 403(B) THRIFT PLAN FOR NYSARC, INC. DBA THE ARC - JEFFERSON ST. LAWRENCE NEW YORK

401k plan membership statisitcs for 403(B) THRIFT PLAN FOR NYSARC, INC. DBA THE ARC - JEFFERSON ST. LAWRENCE NEW YORK

Measure Date Value
2021: 403(B) THRIFT PLAN FOR NYSARC, INC. DBA THE ARC - JEFFERSON ST. LAWRENCE NEW YORK 2021 401k membership
Total participants, beginning-of-year2021-01-01278
Total number of active participants reported on line 7a of the Form 55002021-01-01141
Number of other retired or separated participants entitled to future benefits2021-01-01117
Total of all active and inactive participants2021-01-01258
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-014
Total participants2021-01-01262
Number of participants with account balances2021-01-01219
2020: 403(B) THRIFT PLAN FOR NYSARC, INC. DBA THE ARC - JEFFERSON ST. LAWRENCE NEW YORK 2020 401k membership
Total participants, beginning-of-year2020-01-01725
Total number of active participants reported on line 7a of the Form 55002020-01-01159
Number of other retired or separated participants entitled to future benefits2020-01-01116
Total of all active and inactive participants2020-01-01275
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-014
Total participants2020-01-01279
Number of participants with account balances2020-01-01279
2019: 403(B) THRIFT PLAN FOR NYSARC, INC. DBA THE ARC - JEFFERSON ST. LAWRENCE NEW YORK 2019 401k membership
Total participants, beginning-of-year2019-01-01628
Total number of active participants reported on line 7a of the Form 55002019-01-01481
Number of other retired or separated participants entitled to future benefits2019-01-01239
Total of all active and inactive participants2019-01-01720
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-015
Total participants2019-01-01725
Number of participants with account balances2019-01-01725
2018: 403(B) THRIFT PLAN FOR NYSARC, INC. DBA THE ARC - JEFFERSON ST. LAWRENCE NEW YORK 2018 401k membership
Total participants, beginning-of-year2018-01-01610
Total number of active participants reported on line 7a of the Form 55002018-01-01397
Number of other retired or separated participants entitled to future benefits2018-01-01227
Total of all active and inactive participants2018-01-01624
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-014
Total participants2018-01-01628
Number of participants with account balances2018-01-01628
2017: 403(B) THRIFT PLAN FOR NYSARC, INC. DBA THE ARC - JEFFERSON ST. LAWRENCE NEW YORK 2017 401k membership
Total participants, beginning-of-year2017-01-01590
Total number of active participants reported on line 7a of the Form 55002017-01-01384
Number of other retired or separated participants entitled to future benefits2017-01-01222
Total of all active and inactive participants2017-01-01606
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-014
Total participants2017-01-01610
Number of participants with account balances2017-01-01610
2016: 403(B) THRIFT PLAN FOR NYSARC, INC. DBA THE ARC - JEFFERSON ST. LAWRENCE NEW YORK 2016 401k membership
Total participants, beginning-of-year2016-01-01580
Total number of active participants reported on line 7a of the Form 55002016-01-01381
Number of other retired or separated participants entitled to future benefits2016-01-01205
Total of all active and inactive participants2016-01-01586
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-014
Total participants2016-01-01590
Number of participants with account balances2016-01-01590
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0145
2015: 403(B) THRIFT PLAN FOR NYSARC, INC. DBA THE ARC - JEFFERSON ST. LAWRENCE NEW YORK 2015 401k membership
Total participants, beginning-of-year2015-01-01551
Total number of active participants reported on line 7a of the Form 55002015-01-01357
Number of other retired or separated participants entitled to future benefits2015-01-01218
Total of all active and inactive participants2015-01-01575
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-015
Total participants2015-01-01580
Number of participants with account balances2015-01-01580
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0131
2014: 403(B) THRIFT PLAN FOR NYSARC, INC. DBA THE ARC - JEFFERSON ST. LAWRENCE NEW YORK 2014 401k membership
Total participants, beginning-of-year2014-01-01567
Total number of active participants reported on line 7a of the Form 55002014-01-01324
Number of other retired or separated participants entitled to future benefits2014-01-01223
Total of all active and inactive participants2014-01-01547
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-014
Total participants2014-01-01551
Number of participants with account balances2014-01-01551
2013: 403(B) THRIFT PLAN FOR NYSARC, INC. DBA THE ARC - JEFFERSON ST. LAWRENCE NEW YORK 2013 401k membership
Total participants, beginning-of-year2013-01-01567
Total number of active participants reported on line 7a of the Form 55002013-01-01345
Number of other retired or separated participants entitled to future benefits2013-01-01217
Total of all active and inactive participants2013-01-01562
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-015
Total participants2013-01-01567
Number of participants with account balances2013-01-01567
2012: 403(B) THRIFT PLAN FOR NYSARC, INC. DBA THE ARC - JEFFERSON ST. LAWRENCE NEW YORK 2012 401k membership
Total participants, beginning-of-year2012-01-01583
Total number of active participants reported on line 7a of the Form 55002012-01-01369
Number of other retired or separated participants entitled to future benefits2012-01-01193
Total of all active and inactive participants2012-01-01562
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-015
Total participants2012-01-01567
Number of participants with account balances2012-01-01567
2011: 403(B) THRIFT PLAN FOR NYSARC, INC. DBA THE ARC - JEFFERSON ST. LAWRENCE NEW YORK 2011 401k membership
Total participants, beginning-of-year2011-01-01593
Total number of active participants reported on line 7a of the Form 55002011-01-01414
Number of other retired or separated participants entitled to future benefits2011-01-01165
Total of all active and inactive participants2011-01-01579
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-014
Total participants2011-01-01583
Number of participants with account balances2011-01-01583
2009: 403(B) THRIFT PLAN FOR NYSARC, INC. DBA THE ARC - JEFFERSON ST. LAWRENCE NEW YORK 2009 401k membership
Total participants, beginning-of-year2009-12-31590
Total number of active participants reported on line 7a of the Form 55002009-12-31455
Number of other retired or separated participants entitled to future benefits2009-12-31135
Total of all active and inactive participants2009-12-31590
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-12-313
Total participants2009-12-31593
Number of participants with account balances2009-12-31593

Financial Data on 403(B) THRIFT PLAN FOR NYSARC, INC. DBA THE ARC - JEFFERSON ST. LAWRENCE NEW YORK

Measure Date Value
2021 : 403(B) THRIFT PLAN FOR NYSARC, INC. DBA THE ARC - JEFFERSON ST. LAWRENCE NEW YORK 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$410,565
Total of all expenses incurred2021-12-31$197,411
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$196,970
Value of total assets at end of year2021-12-31$4,772,305
Value of total assets at beginning of year2021-12-31$4,559,151
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$441
Total interest from all sources2021-12-31$92,879
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$300,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$213,154
Value of net assets at end of year (total assets less liabilities)2021-12-31$4,772,305
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$4,559,151
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$1,842,682
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$1,676,341
Value of interest in pooled separate accounts at end of year2021-12-31$235,271
Value of interest in pooled separate accounts at beginning of year2021-12-31$208,837
Interest earned on other investments2021-12-31$92,879
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$2,694,352
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$2,673,973
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$26,213
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$280,965
Net investment gain/loss from pooled separate accounts2021-12-31$36,721
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$170,757
Contract administrator fees2021-12-31$441
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Disclaimer
Accountancy firm name2021-12-31BONADIO & CO., LLP
Accountancy firm EIN2021-12-31161131146
2020 : 403(B) THRIFT PLAN FOR NYSARC, INC. DBA THE ARC - JEFFERSON ST. LAWRENCE NEW YORK 2020 401k financial data
Total transfer of assets from this plan2020-12-31$12,917,905
Total income from all sources (including contributions)2020-12-31$2,832,493
Total of all expenses incurred2020-12-31$1,432,918
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,427,221
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,463,652
Value of total assets at end of year2020-12-31$4,559,151
Value of total assets at beginning of year2020-12-31$16,077,481
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$5,697
Total interest from all sources2020-12-31$137,096
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$300,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$686,824
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$372,331
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,399,575
Value of net assets at end of year (total assets less liabilities)2020-12-31$4,559,151
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$16,077,481
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$1,676,341
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$9,695,616
Value of interest in pooled separate accounts at end of year2020-12-31$208,837
Value of interest in pooled separate accounts at beginning of year2020-12-31$216,111
Interest earned on other investments2020-12-31$137,096
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$2,673,973
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$6,165,754
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$197,877
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,233,570
Net investment gain/loss from pooled separate accounts2020-12-31$-1,825
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$404,497
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,229,344
Contract administrator fees2020-12-31$5,697
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31BONADIO & CO., LLP
Accountancy firm EIN2020-12-31161131146
2019 : 403(B) THRIFT PLAN FOR NYSARC, INC. DBA THE ARC - JEFFERSON ST. LAWRENCE NEW YORK 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$3,040,065
Total of all expenses incurred2019-12-31$876,225
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$868,920
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,097,857
Value of total assets at end of year2019-12-31$16,077,481
Value of total assets at beginning of year2019-12-31$13,913,641
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$7,305
Total interest from all sources2019-12-31$167,086
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$300,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$671,525
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$10,480
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$2,163,840
Value of net assets at end of year (total assets less liabilities)2019-12-31$16,077,481
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$13,913,641
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$9,695,616
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$7,613,927
Value of interest in pooled separate accounts at end of year2019-12-31$216,111
Value of interest in pooled separate accounts at beginning of year2019-12-31$220,267
Interest earned on other investments2019-12-31$167,086
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$6,165,754
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$6,079,447
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$45,375
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,763,393
Net investment gain/loss from pooled separate accounts2019-12-31$11,729
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$415,852
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$823,545
Contract administrator fees2019-12-31$7,305
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BONADIO & CO., LLC
Accountancy firm EIN2019-12-31161131146
2018 : 403(B) THRIFT PLAN FOR NYSARC, INC. DBA THE ARC - JEFFERSON ST. LAWRENCE NEW YORK 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$604,772
Total of all expenses incurred2018-12-31$1,415,628
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,408,195
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,036,061
Value of total assets at end of year2018-12-31$13,913,641
Value of total assets at beginning of year2018-12-31$14,724,497
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$7,433
Total interest from all sources2018-12-31$148,663
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$300,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$607,971
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$53,054
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-810,856
Value of net assets at end of year (total assets less liabilities)2018-12-31$13,913,641
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$14,724,497
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$7,613,927
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$8,328,515
Value of interest in pooled separate accounts at end of year2018-12-31$220,267
Value of interest in pooled separate accounts at beginning of year2018-12-31$223,013
Interest earned on other investments2018-12-31$148,663
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$6,079,447
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$6,172,969
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$41,903
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-590,208
Net investment gain/loss from pooled separate accounts2018-12-31$10,256
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$375,036
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,366,292
Contract administrator fees2018-12-31$7,433
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31BONADIO & CO., LLP
Accountancy firm EIN2018-12-31161131146
2017 : 403(B) THRIFT PLAN FOR NYSARC, INC. DBA THE ARC - JEFFERSON ST. LAWRENCE NEW YORK 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$2,240,601
Total of all expenses incurred2017-12-31$732,555
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$726,065
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$915,983
Value of total assets at end of year2017-12-31$14,724,497
Value of total assets at beginning of year2017-12-31$13,216,451
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$6,490
Total interest from all sources2017-12-31$146,957
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$300,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$570,199
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$33,429
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,508,046
Value of net assets at end of year (total assets less liabilities)2017-12-31$14,724,497
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$13,216,451
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$8,328,515
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$6,766,039
Value of interest in pooled separate accounts at end of year2017-12-31$223,013
Value of interest in pooled separate accounts at beginning of year2017-12-31$215,675
Interest earned on other investments2017-12-31$146,957
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$6,172,969
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$6,234,737
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$78,754
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,168,278
Net investment gain/loss from pooled separate accounts2017-12-31$9,383
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$312,355
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$647,311
Contract administrator fees2017-12-31$6,490
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31BONADIO & CO., LLP
Accountancy firm EIN2017-12-31161131146
2016 : 403(B) THRIFT PLAN FOR NYSARC, INC. DBA THE ARC - JEFFERSON ST. LAWRENCE NEW YORK 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$1,623,116
Total of all expenses incurred2016-12-31$921,843
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$915,671
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$894,123
Value of total assets at end of year2016-12-31$13,216,451
Value of total assets at beginning of year2016-12-31$12,515,178
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$6,172
Total interest from all sources2016-12-31$158,935
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$300,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$505,863
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$120,502
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$701,273
Value of net assets at end of year (total assets less liabilities)2016-12-31$13,216,451
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$12,515,178
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$6,766,039
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$6,197,992
Value of interest in pooled separate accounts at end of year2016-12-31$215,675
Value of interest in pooled separate accounts at beginning of year2016-12-31$218,538
Interest earned on other investments2016-12-31$158,935
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$6,234,737
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$6,098,648
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$43,646
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$558,979
Net investment gain/loss from pooled separate accounts2016-12-31$11,079
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$267,758
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$872,025
Contract administrator fees2016-12-31$6,172
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31BONADIO & CO., LLP
Accountancy firm EIN2016-12-31161131146
2015 : 403(B) THRIFT PLAN FOR NYSARC, INC. DBA THE ARC - JEFFERSON ST. LAWRENCE NEW YORK 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$970,260
Total of all expenses incurred2015-12-31$1,182,346
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,177,890
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$846,023
Value of total assets at end of year2015-12-31$12,515,178
Value of total assets at beginning of year2015-12-31$12,727,264
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$4,456
Total interest from all sources2015-12-31$150,422
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$300,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$449,466
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$126,447
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-212,086
Value of net assets at end of year (total assets less liabilities)2015-12-31$12,515,178
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$12,727,264
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$6,197,992
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$5,882,115
Value of interest in pooled separate accounts at end of year2015-12-31$218,538
Value of interest in pooled separate accounts at beginning of year2015-12-31$223,488
Interest earned on other investments2015-12-31$150,422
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$6,098,648
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$6,621,661
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$173,442
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-43,534
Net investment gain/loss from pooled separate accounts2015-12-31$17,349
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$270,110
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,004,448
Contract administrator fees2015-12-31$4,456
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31BONADIO & CO., LLP
Accountancy firm EIN2015-12-31161131146
2014 : 403(B) THRIFT PLAN FOR NYSARC, INC. DBA THE ARC - JEFFERSON ST. LAWRENCE NEW YORK 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$1,314,114
Total of all expenses incurred2014-12-31$1,072,795
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,070,393
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$744,868
Value of total assets at end of year2014-12-31$12,727,264
Value of total assets at beginning of year2014-12-31$12,485,945
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$2,402
Total interest from all sources2014-12-31$166,314
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$300,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$458,109
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$11,716
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$241,319
Value of net assets at end of year (total assets less liabilities)2014-12-31$12,727,264
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$12,485,945
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$5,882,115
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$5,549,321
Value of interest in pooled separate accounts at end of year2014-12-31$223,488
Value of interest in pooled separate accounts at beginning of year2014-12-31$194,940
Interest earned on other investments2014-12-31$166,314
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$6,621,661
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$6,741,684
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$185,376
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$378,752
Net investment gain/loss from pooled separate accounts2014-12-31$24,180
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$275,043
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$885,017
Contract administrator fees2014-12-31$2,402
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31BONADIO & CO., LLP
Accountancy firm EIN2014-12-31161131146
2013 : 403(B) THRIFT PLAN FOR NYSARC, INC. DBA THE ARC - JEFFERSON ST. LAWRENCE NEW YORK 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$1,973,865
Total of all expenses incurred2013-12-31$973,426
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$970,675
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$781,224
Value of total assets at end of year2013-12-31$12,485,945
Value of total assets at beginning of year2013-12-31$11,485,506
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$2,751
Total interest from all sources2013-12-31$172,516
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$300,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$467,584
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$17,981
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,000,439
Value of net assets at end of year (total assets less liabilities)2013-12-31$12,485,945
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$11,485,506
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$5,549,321
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$4,575,683
Value of interest in pooled separate accounts at end of year2013-12-31$194,940
Value of interest in pooled separate accounts at beginning of year2013-12-31$186,510
Interest earned on other investments2013-12-31$172,516
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$6,741,684
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$6,723,313
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$78,408
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,002,647
Net investment gain/loss from pooled separate accounts2013-12-31$17,478
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$295,659
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$892,267
Contract administrator fees2013-12-31$2,751
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31BONADIO & CO., LLP
Accountancy firm EIN2013-12-31161131146
2012 : 403(B) THRIFT PLAN FOR NYSARC, INC. DBA THE ARC - JEFFERSON ST. LAWRENCE NEW YORK 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$1,646,934
Total of all expenses incurred2012-12-31$924,335
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$921,411
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$915,701
Value of total assets at end of year2012-12-31$11,485,506
Value of total assets at beginning of year2012-12-31$10,762,907
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$2,924
Total interest from all sources2012-12-31$192,174
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$300,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$499,919
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$102,304
Total non interest bearing cash at beginning of year2012-12-31$7,455
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$722,599
Value of net assets at end of year (total assets less liabilities)2012-12-31$11,485,506
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$10,762,907
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$4,575,683
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$4,107,480
Value of interest in pooled separate accounts at end of year2012-12-31$186,510
Value of interest in pooled separate accounts at beginning of year2012-12-31$188,694
Interest earned on other investments2012-12-31$192,174
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$6,723,313
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$6,459,278
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$54,776
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$521,206
Net investment gain/loss from pooled separate accounts2012-12-31$17,853
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$313,478
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$866,635
Contract administrator fees2012-12-31$2,924
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31BONADIO & CO., LLP
Accountancy firm EIN2012-12-31161131146
2011 : 403(B) THRIFT PLAN FOR NYSARC, INC. DBA THE ARC - JEFFERSON ST. LAWRENCE NEW YORK 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$1,306,127
Total of all expenses incurred2011-12-31$1,107,681
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,106,886
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,137,421
Value of total assets at end of year2011-12-31$10,762,907
Value of total assets at beginning of year2011-12-31$10,564,461
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$795
Total interest from all sources2011-12-31$197,169
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$300,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$585,128
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$199,850
Total non interest bearing cash at end of year2011-12-31$7,455
Total non interest bearing cash at beginning of year2011-12-31$121,564
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$198,446
Value of net assets at end of year (total assets less liabilities)2011-12-31$10,762,907
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$10,564,461
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$4,107,480
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$4,026,002
Value of interest in pooled separate accounts at end of year2011-12-31$188,694
Value of interest in pooled separate accounts at beginning of year2011-12-31$191,523
Interest earned on other investments2011-12-31$197,169
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$6,459,278
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$5,791,684
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$54,539
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-52,448
Net investment gain/loss from pooled separate accounts2011-12-31$23,985
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$352,443
Employer contributions (assets) at beginning of year2011-12-31$433,688
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,052,347
Contract administrator fees2011-12-31$795
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31BONADIO & CO., LLP
Accountancy firm EIN2011-12-31161131146

Form 5500 Responses for 403(B) THRIFT PLAN FOR NYSARC, INC. DBA THE ARC - JEFFERSON ST. LAWRENCE NEW YORK

2021: 403(B) THRIFT PLAN FOR NYSARC, INC. DBA THE ARC - JEFFERSON ST. LAWRENCE NEW YORK 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan benefit arrangement – InsuranceYes
2020: 403(B) THRIFT PLAN FOR NYSARC, INC. DBA THE ARC - JEFFERSON ST. LAWRENCE NEW YORK 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan benefit arrangement – InsuranceYes
2019: 403(B) THRIFT PLAN FOR NYSARC, INC. DBA THE ARC - JEFFERSON ST. LAWRENCE NEW YORK 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan benefit arrangement – InsuranceYes
2018: 403(B) THRIFT PLAN FOR NYSARC, INC. DBA THE ARC - JEFFERSON ST. LAWRENCE NEW YORK 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan benefit arrangement – InsuranceYes
2017: 403(B) THRIFT PLAN FOR NYSARC, INC. DBA THE ARC - JEFFERSON ST. LAWRENCE NEW YORK 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan benefit arrangement – InsuranceYes
2016: 403(B) THRIFT PLAN FOR NYSARC, INC. DBA THE ARC - JEFFERSON ST. LAWRENCE NEW YORK 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedYes
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan benefit arrangement – InsuranceYes
2015: 403(B) THRIFT PLAN FOR NYSARC, INC. DBA THE ARC - JEFFERSON ST. LAWRENCE NEW YORK 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan benefit arrangement – InsuranceYes
2014: 403(B) THRIFT PLAN FOR NYSARC, INC. DBA THE ARC - JEFFERSON ST. LAWRENCE NEW YORK 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan benefit arrangement – InsuranceYes
2013: 403(B) THRIFT PLAN FOR NYSARC, INC. DBA THE ARC - JEFFERSON ST. LAWRENCE NEW YORK 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: 403(B) THRIFT PLAN FOR NYSARC, INC. DBA THE ARC - JEFFERSON ST. LAWRENCE NEW YORK 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: 403(B) THRIFT PLAN FOR NYSARC, INC. DBA THE ARC - JEFFERSON ST. LAWRENCE NEW YORK 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan benefit arrangement – InsuranceYes
2009: 403(B) THRIFT PLAN FOR NYSARC, INC. DBA THE ARC - JEFFERSON ST. LAWRENCE NEW YORK 2009 form 5500 responses
2009-12-31Type of plan entitySingle employer plan
2009-12-31This submission is the final filingNo
2009-12-31Plan funding arrangement – InsuranceYes
2009-12-31Plan benefit arrangement – InsuranceYes
2008: 403(B) THRIFT PLAN FOR NYSARC, INC. DBA THE ARC - JEFFERSON ST. LAWRENCE NEW YORK 2008 form 5500 responses
2008-12-31Type of plan entitySingle employer plan
2008-12-31Submission has been amendedNo
2008-12-31This submission is the final filingNo
2008-12-31This return/report is a short plan year return/report (less than 12 months)No
2008-12-31Plan is a collectively bargained planNo

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number329494
Policy instance 2
Insurance contract or identification number329494
Number of Individuals Covered220
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number329493
Policy instance 1
Insurance contract or identification number329493
Number of Individuals Covered75
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number058243-H
Policy instance 3
Insurance contract or identification number058243-H
Number of Individuals Covered0
Insurance policy start date2020-01-01
Insurance policy end date2020-12-02
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $992
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees992
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMPENSATION PROGRAM
Insurance broker organization code?3
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number329494
Policy instance 2
Insurance contract or identification number329494
Number of Individuals Covered236
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number329493
Policy instance 1
Insurance contract or identification number329493
Number of Individuals Covered77
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number329493
Policy instance 1
Insurance contract or identification number329493
Number of Individuals Covered82
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number329494
Policy instance 2
Insurance contract or identification number329494
Number of Individuals Covered248
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number058243-H
Policy instance 3
Insurance contract or identification number058243-H
Number of Individuals Covered511
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $4,822
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees4822
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number058243-H
Policy instance 3
Insurance contract or identification number058243-H
Number of Individuals Covered500
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $3,160
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees3160
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP PROGRAM
Insurance broker organization code?3
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number329494
Policy instance 2
Insurance contract or identification number329494
Number of Individuals Covered268
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number329493
Policy instance 1
Insurance contract or identification number329493
Number of Individuals Covered90
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number058243-H
Policy instance 3
Insurance contract or identification number058243-H
Number of Individuals Covered476
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $4,516
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees4516
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP PROGRAM
Insurance broker organization code?3
Insurance broker nameROCHESTER REGIONAL OFFICE
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number329494
Policy instance 2
Insurance contract or identification number329494
Number of Individuals Covered282
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number329493
Policy instance 1
Insurance contract or identification number329493
Number of Individuals Covered93
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number329494
Policy instance 2
Insurance contract or identification number329494
Number of Individuals Covered318
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number329493
Policy instance 1
Insurance contract or identification number329493
Number of Individuals Covered103
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number058243-H
Policy instance 3
Insurance contract or identification number058243-H
Number of Individuals Covered447
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,786
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
Amount paid for insurance broker fees1786
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker nameROCHESTER REGIONAL OFFICE
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number329494
Policy instance 2
Insurance contract or identification number329494
Number of Individuals Covered348
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number058243-H
Policy instance 3
Insurance contract or identification number058243-H
Number of Individuals Covered409
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,548
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 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
Amount paid for insurance broker fees1548
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker nameROCHESTER REGIONAL OFFICE
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number329493
Policy instance 1
Insurance contract or identification number329493
Number of Individuals Covered109
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number058243-H
Policy instance 3
Insurance contract or identification number058243-H
Number of Individuals Covered422
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,432
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 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
Amount paid for insurance broker fees1432
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker nameROCHESTER REGIONAL OFFICE
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number329494
Policy instance 2
Insurance contract or identification number329494
Number of Individuals Covered377
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number329493
Policy instance 1
Insurance contract or identification number329493
Number of Individuals Covered116
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number329493
Policy instance 1
Insurance contract or identification number329493
Number of Individuals Covered125
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number058243-H
Policy instance 3
Insurance contract or identification number058243-H
Number of Individuals Covered430
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $2,569
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 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
Amount paid for insurance broker fees1107
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker nameMELISA BEAUCHESNE
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number329494
Policy instance 2
Insurance contract or identification number329494
Number of Individuals Covered403
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number329494
Policy instance 2
Insurance contract or identification number329494
Number of Individuals Covered435
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number329493
Policy instance 1
Insurance contract or identification number329493
Number of Individuals Covered123
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number058243-H
Policy instance 3
Insurance contract or identification number058243-H
Number of Individuals Covered458
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $15,215
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 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

Potentially related plans

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

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

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

See full terms and conditions

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