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CENTER FOR EXCELLENCE IN HIGHER EDUCATION, INC. 401(K) PLAN 401k Plan overview

Plan NameCENTER FOR EXCELLENCE IN HIGHER EDUCATION, INC. 401(K) PLAN
Plan identification number 001

CENTER FOR EXCELLENCE IN HIGHER EDUCATION, INC. 401(K) PLAN Benefits

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

401k Sponsoring company profile

CENTER FOR EXCELLENCE IN HIGHER EDUCATION, INC. has sponsored the creation of one or more 401k plans.

Company Name:CENTER FOR EXCELLENCE IN HIGHER EDUCATION, INC.
Employer identification number (EIN):208091013
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CENTER FOR EXCELLENCE IN HIGHER EDUCATION, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-01-01
0012020-01-01
0012019-01-01
0012019-01-01
0012018-01-01
0012017-01-01SARAH CARTER
0012016-01-01SARAH CARTER
0012015-01-01SARAH CARTER
0012014-01-01SARAH CARTER
0012013-01-01SARAH CARTER

Plan Statistics for CENTER FOR EXCELLENCE IN HIGHER EDUCATION, INC. 401(K) PLAN

401k plan membership statisitcs for CENTER FOR EXCELLENCE IN HIGHER EDUCATION, INC. 401(K) PLAN

Measure Date Value
2021: CENTER FOR EXCELLENCE IN HIGHER EDUCATION, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,868
Total number of active participants reported on line 7a of the Form 55002021-01-010
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-010
Number of participants with account balances2021-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: CENTER FOR EXCELLENCE IN HIGHER EDUCATION, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,896
Total number of active participants reported on line 7a of the Form 55002020-01-011,754
Number of retired or separated participants receiving benefits2020-01-011
Number of other retired or separated participants entitled to future benefits2020-01-01113
Total of all active and inactive participants2020-01-011,868
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-011,868
Number of participants with account balances2020-01-01672
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: CENTER FOR EXCELLENCE IN HIGHER EDUCATION, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-012,193
Total number of active participants reported on line 7a of the Form 55002019-01-011,744
Number of retired or separated participants receiving benefits2019-01-011
Number of other retired or separated participants entitled to future benefits2019-01-0197
Total of all active and inactive participants2019-01-011,842
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-011,842
Number of participants with account balances2019-01-01628
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: CENTER FOR EXCELLENCE IN HIGHER EDUCATION, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-012,000
Total number of active participants reported on line 7a of the Form 55002018-01-012,054
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0183
Total of all active and inactive participants2018-01-012,137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-012,137
Number of participants with account balances2018-01-01627
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: CENTER FOR EXCELLENCE IN HIGHER EDUCATION, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,801
Total number of active participants reported on line 7a of the Form 55002017-01-011,869
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0177
Total of all active and inactive participants2017-01-011,946
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-011,947
Number of participants with account balances2017-01-01528
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: CENTER FOR EXCELLENCE IN HIGHER EDUCATION, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,800
Total number of active participants reported on line 7a of the Form 55002016-01-011,683
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0172
Total of all active and inactive participants2016-01-011,755
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-011,755
Number of participants with account balances2016-01-01518
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: CENTER FOR EXCELLENCE IN HIGHER EDUCATION, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,773
Total number of active participants reported on line 7a of the Form 55002015-01-011,708
Number of other retired or separated participants entitled to future benefits2015-01-0158
Total of all active and inactive participants2015-01-011,766
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-011,766
Number of participants with account balances2015-01-01485
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: CENTER FOR EXCELLENCE IN HIGHER EDUCATION, INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,530
Total number of active participants reported on line 7a of the Form 55002014-01-011,320
Number of other retired or separated participants entitled to future benefits2014-01-01139
Total of all active and inactive participants2014-01-011,459
Total participants2014-01-011,459
Number of participants with account balances2014-01-01471
2013: CENTER FOR EXCELLENCE IN HIGHER EDUCATION, INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,690
Total number of active participants reported on line 7a of the Form 55002013-01-011,378
Number of other retired or separated participants entitled to future benefits2013-01-01115
Total of all active and inactive participants2013-01-011,493
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-011,494
Number of participants with account balances2013-01-01437

Financial Data on CENTER FOR EXCELLENCE IN HIGHER EDUCATION, INC. 401(K) PLAN

Measure Date Value
2021 : CENTER FOR EXCELLENCE IN HIGHER EDUCATION, INC. 401(K) PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-07$3,263,703
Total of all expenses incurred2021-12-07$16,607,614
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-07$16,508,334
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-07$1,447,027
Value of total assets at end of year2021-12-07$0
Value of total assets at beginning of year2021-12-07$13,343,911
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-07$99,280
Total interest from all sources2021-12-07$13,716
Total dividends received (eg from common stock, registered investment company shares)2021-12-07$26,971
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-07Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2021-12-07$0
Total dividends received from registered investment company shares (eg mutual funds)2021-12-07$26,971
Was this plan covered by a fidelity bond2021-12-07Yes
Value of fidelity bond cover2021-12-07$500,000
If this is an individual account plan, was there a blackout period2021-12-07No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-07$0
Were there any nonexempt tranactions with any party-in-interest2021-12-07No
Contributions received from participants2021-12-07$1,246,571
Participant contributions at end of year2021-12-07$0
Participant contributions at beginning of year2021-12-07$345,200
Income. Received or receivable in cash from other sources (including rollovers)2021-12-07$42,610
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-07$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-07$1,036
Administrative expenses (other) incurred2021-12-07$64,166
Total non interest bearing cash at end of year2021-12-07$0
Total non interest bearing cash at beginning of year2021-12-07$11,268
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-07No
Value of net income/loss2021-12-07$-13,343,911
Value of net assets at end of year (total assets less liabilities)2021-12-07$0
Value of net assets at beginning of year (total assets less liabilities)2021-12-07$13,343,911
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-07No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-07No
Were any leases to which the plan was party in default or uncollectible2021-12-07No
Investment advisory and management fees2021-12-07$35,114
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-07$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-07$4,888,271
Value of interest in pooled separate accounts at end of year2021-12-07$0
Value of interest in pooled separate accounts at beginning of year2021-12-07$400,797
Interest on participant loans2021-12-07$13,716
Value of interest in common/collective trusts at end of year2021-12-07$0
Value of interest in common/collective trusts at beginning of year2021-12-07$7,697,339
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-07$735,640
Net investment gain/loss from pooled separate accounts2021-12-07$2,042
Net investment gain or loss from common/collective trusts2021-12-07$1,038,307
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-07No
Was there a failure to transmit to the plan any participant contributions2021-12-07No
Has the plan failed to provide any benefit when due under the plan2021-12-07No
Contributions received in cash from employer2021-12-07$157,846
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-07$16,508,334
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-07No
Did the plan have assets held for investment2021-12-07No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-07No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-07Yes
Opinion of an independent qualified public accountant for this plan2021-12-07Disclaimer
Accountancy firm name2021-12-07WEWORSKI & ASSOCIATES
Accountancy firm EIN2021-12-07330516783
2020 : CENTER FOR EXCELLENCE IN HIGHER EDUCATION, INC. 401(K) PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$3,800,782
Total of all expenses incurred2020-12-31$1,326,457
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,249,151
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,054,289
Value of total assets at end of year2020-12-31$13,343,911
Value of total assets at beginning of year2020-12-31$10,869,586
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$77,306
Total interest from all sources2020-12-31$19,142
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$56,117
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$56,117
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,754,808
Participant contributions at end of year2020-12-31$345,200
Participant contributions at beginning of year2020-12-31$359,052
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$65,499
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$1,036
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$1,016
Administrative expenses (other) incurred2020-12-31$40,561
Total non interest bearing cash at end of year2020-12-31$11,268
Total non interest bearing cash at beginning of year2020-12-31$9,223
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$2,474,325
Value of net assets at end of year (total assets less liabilities)2020-12-31$13,343,911
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$10,869,586
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
Investment advisory and management fees2020-12-31$36,745
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$4,888,271
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$4,116,746
Value of interest in pooled separate accounts at end of year2020-12-31$400,797
Value of interest in pooled separate accounts at beginning of year2020-12-31$149,660
Interest on participant loans2020-12-31$19,142
Value of interest in common/collective trusts at end of year2020-12-31$7,697,339
Value of interest in common/collective trusts at beginning of year2020-12-31$6,233,889
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$762,191
Net investment gain/loss from pooled separate accounts2020-12-31$4,051
Net investment gain or loss from common/collective trusts2020-12-31$904,992
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$233,982
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,249,151
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 name2020-12-31WEWORSKI & ASSOCIATES
Accountancy firm EIN2020-12-31330516783
2019 : CENTER FOR EXCELLENCE IN HIGHER EDUCATION, INC. 401(K) PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$3,891,200
Total of all expenses incurred2019-12-31$1,685,163
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,613,365
Value of total corrective distributions2019-12-31$412
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,938,992
Value of total assets at end of year2019-12-31$10,869,586
Value of total assets at beginning of year2019-12-31$8,663,549
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$71,386
Total interest from all sources2019-12-31$17,268
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$68,051
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$68,051
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,593,598
Participant contributions at end of year2019-12-31$359,052
Participant contributions at beginning of year2019-12-31$282,351
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$153,513
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$1,016
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$658
Administrative expenses (other) incurred2019-12-31$38,791
Total non interest bearing cash at end of year2019-12-31$9,223
Total non interest bearing cash at beginning of year2019-12-31$7,783
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$2,206,037
Value of net assets at end of year (total assets less liabilities)2019-12-31$10,869,586
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$8,663,549
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
Investment advisory and management fees2019-12-31$32,595
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$4,116,746
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$3,172,458
Value of interest in pooled separate accounts at end of year2019-12-31$149,660
Value of interest in pooled separate accounts at beginning of year2019-12-31$239,642
Interest on participant loans2019-12-31$17,268
Value of interest in common/collective trusts at end of year2019-12-31$6,233,889
Value of interest in common/collective trusts at beginning of year2019-12-31$4,960,657
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$779,951
Net investment gain/loss from pooled separate accounts2019-12-31$3,160
Net investment gain or loss from common/collective trusts2019-12-31$1,083,778
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$191,881
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,613,365
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 name2019-12-31WEWORSKI&ASSOCIATES
Accountancy firm EIN2019-12-31330516783
2018 : CENTER FOR EXCELLENCE IN HIGHER EDUCATION, INC. 401(K) PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$1,200,866
Total of all expenses incurred2018-12-31$1,096,090
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,031,542
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,764,350
Value of total assets at end of year2018-12-31$8,663,549
Value of total assets at beginning of year2018-12-31$8,558,773
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$64,548
Total interest from all sources2018-12-31$13,060
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$61,687
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$61,687
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$100,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,502,051
Participant contributions at end of year2018-12-31$282,351
Participant contributions at beginning of year2018-12-31$182,514
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$52,679
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$658
Administrative expenses (other) incurred2018-12-31$34,986
Total non interest bearing cash at end of year2018-12-31$7,783
Total non interest bearing cash at beginning of year2018-12-31$7,120
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$104,776
Value of net assets at end of year (total assets less liabilities)2018-12-31$8,663,549
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$8,558,773
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
Investment advisory and management fees2018-12-31$29,562
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$3,172,458
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$3,377,342
Value of interest in pooled separate accounts at end of year2018-12-31$239,642
Value of interest in pooled separate accounts at beginning of year2018-12-31$146,442
Interest on participant loans2018-12-31$13,060
Value of interest in common/collective trusts at end of year2018-12-31$4,960,657
Value of interest in common/collective trusts at beginning of year2018-12-31$4,845,355
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-238,101
Net investment gain/loss from pooled separate accounts2018-12-31$-26,940
Net investment gain or loss from common/collective trusts2018-12-31$-373,190
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$209,620
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,031,542
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 name2018-12-31SHAW & COMPANY, P.C.
Accountancy firm EIN2018-12-31460952065
2017 : CENTER FOR EXCELLENCE IN HIGHER EDUCATION, INC. 401(K) PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$2,783,657
Total of all expenses incurred2017-12-31$1,010,486
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$951,142
Value of total corrective distributions2017-12-31$2,776
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,603,667
Value of total assets at end of year2017-12-31$8,558,773
Value of total assets at beginning of year2017-12-31$6,785,602
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$56,568
Total interest from all sources2017-12-31$7,776
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$54,317
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$54,317
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$100,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,262,504
Participant contributions at end of year2017-12-31$182,514
Participant contributions at beginning of year2017-12-31$185,919
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$166,863
Administrative expenses (other) incurred2017-12-31$36,035
Total non interest bearing cash at end of year2017-12-31$7,120
Total non interest bearing cash at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,773,171
Value of net assets at end of year (total assets less liabilities)2017-12-31$8,558,773
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$6,785,602
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
Investment advisory and management fees2017-12-31$20,533
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$3,377,342
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$6,437,505
Value of interest in pooled separate accounts at end of year2017-12-31$146,442
Value of interest in pooled separate accounts at beginning of year2017-12-31$162,178
Interest on participant loans2017-12-31$7,776
Value of interest in common/collective trusts at end of year2017-12-31$4,845,355
Value of interest in common/collective trusts at beginning of year2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$509,035
Net investment gain/loss from pooled separate accounts2017-12-31$1,769
Net investment gain or loss from common/collective trusts2017-12-31$607,093
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$174,300
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$951,142
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 name2017-12-31SHAW & COMPANY, P.C.
Accountancy firm EIN2017-12-31460952065
2016 : CENTER FOR EXCELLENCE IN HIGHER EDUCATION, INC. 401(K) PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$1,929,711
Total of all expenses incurred2016-12-31$605,083
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$543,989
Value of total corrective distributions2016-12-31$8,502
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,465,298
Value of total assets at end of year2016-12-31$6,785,602
Value of total assets at beginning of year2016-12-31$5,460,974
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$52,592
Total interest from all sources2016-12-31$6,298
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$46,129
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$46,129
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$100,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,165,660
Participant contributions at end of year2016-12-31$185,919
Participant contributions at beginning of year2016-12-31$149,192
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$117,034
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$1,324,628
Value of net assets at end of year (total assets less liabilities)2016-12-31$6,785,602
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$5,460,974
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$6,437,505
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$5,172,446
Value of interest in pooled separate accounts at end of year2016-12-31$162,178
Value of interest in pooled separate accounts at beginning of year2016-12-31$139,336
Interest on participant loans2016-12-31$6,298
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$410,487
Net investment gain/loss from pooled separate accounts2016-12-31$1,499
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$182,604
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$543,989
Contract administrator fees2016-12-31$52,592
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 name2016-12-31SHAW & COMPANY, P.C.
Accountancy firm EIN2016-12-31460952065
2015 : CENTER FOR EXCELLENCE IN HIGHER EDUCATION, INC. 401(K) PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$1,404,440
Total of all expenses incurred2015-12-31$546,123
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$516,127
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,408,155
Value of total assets at end of year2015-12-31$5,460,974
Value of total assets at beginning of year2015-12-31$4,602,657
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$29,996
Total interest from all sources2015-12-31$3,866
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$73,316
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$73,316
Administrative expenses professional fees incurred2015-12-31$6,330
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$100,000
If this is an individual account plan, was there a blackout period2015-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,028,739
Participant contributions at end of year2015-12-31$149,192
Participant contributions at beginning of year2015-12-31$97,453
Participant contributions at beginning of year2015-12-31$513
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$250,679
Other income not declared elsewhere2015-12-31$46
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$858,317
Value of net assets at end of year (total assets less liabilities)2015-12-31$5,460,974
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$4,602,657
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
Investment advisory and management fees2015-12-31$23,666
Value of interest in pooled separate accounts at end of year2015-12-31$139,336
Value of interest in pooled separate accounts at beginning of year2015-12-31$4,504,691
Interest on participant loans2015-12-31$3,866
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$5,172,446
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$77,369
Net investment gain/loss from pooled separate accounts2015-12-31$-158,312
Net gain/loss from 103.12 investment entities2015-12-31$0
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$128,737
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$516,127
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31Yes
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 name2015-12-31SHAW & COMPANY, P.C.
Accountancy firm EIN2015-12-31460952065
2014 : CENTER FOR EXCELLENCE IN HIGHER EDUCATION, INC. 401(K) PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$1,287,423
Total of all expenses incurred2014-12-31$382,152
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$346,727
Expenses. Certain deemed distributions of participant loans2014-12-31$22,350
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,024,311
Value of total assets at end of year2014-12-31$4,602,657
Value of total assets at beginning of year2014-12-31$3,697,386
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$13,075
Total interest from all sources2014-12-31$3,107
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$100,000
If this is an individual account plan, was there a blackout period2014-12-31No
Funding deficiency by the employer to the plan for this plan year2014-12-31$0
Minimum employer required contribution for this plan year2014-12-31$0
Amount contributed by the employer to the plan for this plan year2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$800,318
Participant contributions at end of year2014-12-31$97,453
Participant contributions at beginning of year2014-12-31$72,727
Participant contributions at beginning of year2014-12-31$143
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$114,176
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$905,271
Value of net assets at end of year (total assets less liabilities)2014-12-31$4,602,657
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$3,697,386
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 pooled separate accounts at end of year2014-12-31$4,504,691
Value of interest in pooled separate accounts at beginning of year2014-12-31$3,623,751
Interest on participant loans2014-12-31$3,107
Value of interest in common/collective trusts at end of year2014-12-31$0
Net investment gain/loss from pooled separate accounts2014-12-31$260,005
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$109,817
Employer contributions (assets) at end of year2014-12-31$513
Employer contributions (assets) at beginning of year2014-12-31$765
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$346,727
Contract administrator fees2014-12-31$13,075
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 name2014-12-31SHAW & COMPANY, P.C.
Accountancy firm EIN2014-12-31460952065
2013 : CENTER FOR EXCELLENCE IN HIGHER EDUCATION, INC. 401(K) PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$163,053
Total unrealized appreciation/depreciation of assets2013-12-31$163,053
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$2,745
Total income from all sources (including contributions)2013-12-31$1,388,030
Total of all expenses incurred2013-12-31$391,700
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$376,294
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$836,895
Value of total assets at end of year2013-12-31$3,697,386
Value of total assets at beginning of year2013-12-31$2,703,801
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$15,406
Total interest from all sources2013-12-31$2,554
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$100,000
If this is an individual account plan, was there a blackout period2013-12-31No
Funding deficiency by the employer to the plan for this plan year2013-12-31$0
Minimum employer required contribution for this plan year2013-12-31$0
Amount contributed by the employer to the plan for this plan year2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$712,604
Participant contributions at end of year2013-12-31$72,727
Participant contributions at beginning of year2013-12-31$70,065
Participant contributions at end of year2013-12-31$143
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$21,946
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$2,745
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$996,330
Value of net assets at end of year (total assets less liabilities)2013-12-31$3,697,386
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$2,701,056
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 pooled separate accounts at end of year2013-12-31$3,623,751
Value of interest in pooled separate accounts at beginning of year2013-12-31$2,632,745
Interest on participant loans2013-12-31$2,554
Value of interest in common/collective trusts at end of year2013-12-31$0
Net investment gain/loss from pooled separate accounts2013-12-31$385,528
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 contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$102,345
Employer contributions (assets) at end of year2013-12-31$765
Employer contributions (assets) at beginning of year2013-12-31$991
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$376,294
Contract administrator fees2013-12-31$15,406
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 name2013-12-31SHAW & COMPANY, P.C.
Accountancy firm EIN2013-12-31460952065

Form 5500 Responses for CENTER FOR EXCELLENCE IN HIGHER EDUCATION, INC. 401(K) PLAN

2021: CENTER FOR EXCELLENCE IN HIGHER EDUCATION, INC. 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01This submission is the final filingYes
2021-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: CENTER FOR EXCELLENCE IN HIGHER EDUCATION, INC. 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: CENTER FOR EXCELLENCE IN HIGHER EDUCATION, INC. 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedYes
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: CENTER FOR EXCELLENCE IN HIGHER EDUCATION, INC. 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: CENTER FOR EXCELLENCE IN HIGHER EDUCATION, INC. 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: CENTER FOR EXCELLENCE IN HIGHER EDUCATION, INC. 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: CENTER FOR EXCELLENCE IN HIGHER EDUCATION, INC. 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: CENTER FOR EXCELLENCE IN HIGHER EDUCATION, INC. 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2013: CENTER FOR EXCELLENCE IN HIGHER EDUCATION, INC. 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number512482
Policy instance 1
Insurance contract or identification number512482
Number of Individuals Covered0
Insurance policy start date2021-01-01
Insurance policy end date2021-12-07
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number512482
Policy instance 1
Insurance contract or identification number512482
Number of Individuals Covered672
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number512482
Policy instance 1
Insurance contract or identification number512482
Number of Individuals Covered628
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of fees paid to insurance companyUSD $1,569
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees1569
Insurance broker organization code?5
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number512482
Policy instance 1
Insurance contract or identification number512482
Number of Individuals Covered627
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number512482
Policy instance 1
Insurance contract or identification number512482
Number of Individuals Covered528
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number512482-000
Policy instance 1
Insurance contract or identification number512482-000
Number of Individuals Covered485
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $165
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 $165
Insurance broker organization code?3
Insurance broker nameNFP ADVISOR SERVICES LLC
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number
Policy instance 2
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $16,906
Total amount of fees paid to insurance companyUSD $1,691
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $16,906
Insurance broker organization code?3
Amount paid for insurance broker fees1691
Insurance broker nameCOOK MARTIN POULSON, P.C.
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-828237
Policy instance 1
Insurance contract or identification numberGA-828237
Number of Individuals Covered510
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $18,389
Total amount of fees paid to insurance companyUSD $1,839
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $18,389
Insurance broker organization code?7
Amount paid for insurance broker fees1839
Additional information about fees paid to insurance brokerADMINISTRATIVE ALLOWANCE
Insurance broker nameCOOK MARTIN POULSON, PC
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-828237
Policy instance 1
Insurance contract or identification numberGA-828237
Number of Individuals Covered479
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $10,955
Total amount of fees paid to insurance companyUSD $1,348
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $10,955
Insurance broker organization code?7
Amount paid for insurance broker fees1348
Additional information about fees paid to insurance brokerADMINISTRATIVE ALLOWANCE
Insurance broker nameCOOK MARTIN POULSON, PC

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