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DEFENDER ASSOCIATION OF PHILADELPHIA TAX DEFERRED ANNUITY PLAN 401k Plan overview

Plan NameDEFENDER ASSOCIATION OF PHILADELPHIA TAX DEFERRED ANNUITY PLAN
Plan identification number 001

DEFENDER ASSOCIATION OF PHILADELPHIA TAX DEFERRED ANNUITY PLAN 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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

DEFENDER ASSOCIATION OF PHILADELPHI A has sponsored the creation of one or more 401k plans.

Company Name:DEFENDER ASSOCIATION OF PHILADELPHI A
Employer identification number (EIN):231445669
NAIC Classification:541190

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DEFENDER ASSOCIATION OF PHILADELPHIA TAX DEFERRED ANNUITY PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01CAROLYN JESTER
0012016-01-01KRISTEN MUHL
0012015-01-01KRISTEN MUHL
0012014-01-01KRISTEN MUHL
0012013-01-01KRISTEN MUHL
0012012-01-01KRISTEN MUHL
0012011-01-01KRISTEN MUHL
0012009-01-01KRISTEN MUHL
0012009-01-01KRISTEN MUHL

Plan Statistics for DEFENDER ASSOCIATION OF PHILADELPHIA TAX DEFERRED ANNUITY PLAN

401k plan membership statisitcs for DEFENDER ASSOCIATION OF PHILADELPHIA TAX DEFERRED ANNUITY PLAN

Measure Date Value
2022: DEFENDER ASSOCIATION OF PHILADELPHIA TAX DEFERRED ANNUITY PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01814
Total number of active participants reported on line 7a of the Form 55002022-01-01632
Number of retired or separated participants receiving benefits2022-01-0120
Number of other retired or separated participants entitled to future benefits2022-01-01225
Total of all active and inactive participants2022-01-01877
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-015
Total participants2022-01-01882
Number of participants with account balances2022-01-01770
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: DEFENDER ASSOCIATION OF PHILADELPHIA TAX DEFERRED ANNUITY PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01853
Total number of active participants reported on line 7a of the Form 55002021-01-01584
Number of retired or separated participants receiving benefits2021-01-0118
Number of other retired or separated participants entitled to future benefits2021-01-01208
Total of all active and inactive participants2021-01-01810
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-014
Total participants2021-01-01814
Number of participants with account balances2021-01-01690
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: DEFENDER ASSOCIATION OF PHILADELPHIA TAX DEFERRED ANNUITY PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01896
Total number of active participants reported on line 7a of the Form 55002020-01-01630
Number of retired or separated participants receiving benefits2020-01-0110
Number of other retired or separated participants entitled to future benefits2020-01-01208
Total of all active and inactive participants2020-01-01848
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-015
Total participants2020-01-01853
Number of participants with account balances2020-01-01692
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: DEFENDER ASSOCIATION OF PHILADELPHIA TAX DEFERRED ANNUITY PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01856
Total number of active participants reported on line 7a of the Form 55002019-01-01657
Number of retired or separated participants receiving benefits2019-01-0121
Number of other retired or separated participants entitled to future benefits2019-01-01216
Total of all active and inactive participants2019-01-01894
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-012
Total participants2019-01-01896
Number of participants with account balances2019-01-01710
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: DEFENDER ASSOCIATION OF PHILADELPHIA TAX DEFERRED ANNUITY PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01858
Total number of active participants reported on line 7a of the Form 55002018-01-01640
Number of retired or separated participants receiving benefits2018-01-0120
Number of other retired or separated participants entitled to future benefits2018-01-01192
Total of all active and inactive participants2018-01-01852
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-014
Total participants2018-01-01856
Number of participants with account balances2018-01-01700
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: DEFENDER ASSOCIATION OF PHILADELPHIA TAX DEFERRED ANNUITY PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01824
Total number of active participants reported on line 7a of the Form 55002017-01-01665
Number of retired or separated participants receiving benefits2017-01-0118
Number of other retired or separated participants entitled to future benefits2017-01-01168
Total of all active and inactive participants2017-01-01851
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-013
Total participants2017-01-01854
Number of participants with account balances2017-01-01687
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: DEFENDER ASSOCIATION OF PHILADELPHIA TAX DEFERRED ANNUITY PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01790
Total number of active participants reported on line 7a of the Form 55002016-01-01634
Number of retired or separated participants receiving benefits2016-01-0113
Number of other retired or separated participants entitled to future benefits2016-01-01172
Total of all active and inactive participants2016-01-01819
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-014
Total participants2016-01-01823
Number of participants with account balances2016-01-01668
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: DEFENDER ASSOCIATION OF PHILADELPHIA TAX DEFERRED ANNUITY PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01784
Total number of active participants reported on line 7a of the Form 55002015-01-01629
Number of retired or separated participants receiving benefits2015-01-0113
Number of other retired or separated participants entitled to future benefits2015-01-01144
Total of all active and inactive participants2015-01-01786
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-014
Total participants2015-01-01790
Number of participants with account balances2015-01-01640
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: DEFENDER ASSOCIATION OF PHILADELPHIA TAX DEFERRED ANNUITY PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01765
Total number of active participants reported on line 7a of the Form 55002014-01-01646
Number of retired or separated participants receiving benefits2014-01-0113
Number of other retired or separated participants entitled to future benefits2014-01-01122
Total of all active and inactive participants2014-01-01781
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-013
Total participants2014-01-01784
Number of participants with account balances2014-01-01616
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: DEFENDER ASSOCIATION OF PHILADELPHIA TAX DEFERRED ANNUITY PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01754
Total number of active participants reported on line 7a of the Form 55002013-01-01634
Number of retired or separated participants receiving benefits2013-01-0110
Number of other retired or separated participants entitled to future benefits2013-01-01120
Total of all active and inactive participants2013-01-01764
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-01765
Number of participants with account balances2013-01-01593
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: DEFENDER ASSOCIATION OF PHILADELPHIA TAX DEFERRED ANNUITY PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01749
Total number of active participants reported on line 7a of the Form 55002012-01-01622
Number of retired or separated participants receiving benefits2012-01-016
Number of other retired or separated participants entitled to future benefits2012-01-01125
Total of all active and inactive participants2012-01-01753
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-01754
Number of participants with account balances2012-01-01609
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: DEFENDER ASSOCIATION OF PHILADELPHIA TAX DEFERRED ANNUITY PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01726
Total number of active participants reported on line 7a of the Form 55002011-01-01642
Number of retired or separated participants receiving benefits2011-01-013
Number of other retired or separated participants entitled to future benefits2011-01-01100
Total of all active and inactive participants2011-01-01745
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-014
Total participants2011-01-01749
Number of participants with account balances2011-01-01605
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: DEFENDER ASSOCIATION OF PHILADELPHIA TAX DEFERRED ANNUITY PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01564
Total number of active participants reported on line 7a of the Form 55002009-01-01639
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01141
Total of all active and inactive participants2009-01-01780
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-012
Total participants2009-01-01782
Number of participants with account balances2009-01-01604
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on DEFENDER ASSOCIATION OF PHILADELPHIA TAX DEFERRED ANNUITY PLAN

Measure Date Value
2022 : DEFENDER ASSOCIATION OF PHILADELPHIA TAX DEFERRED ANNUITY PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-16,532,949
Total of all expenses incurred2022-12-31$8,238,037
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$7,981,327
Expenses. Certain deemed distributions of participant loans2022-12-31$55,945
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$5,627,718
Value of total assets at end of year2022-12-31$113,655,299
Value of total assets at beginning of year2022-12-31$138,426,285
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$200,765
Total interest from all sources2022-12-31$353,359
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$2,013,683
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$2,013,683
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$5,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$3,656,333
Participant contributions at end of year2022-12-31$1,170,447
Participant contributions at beginning of year2022-12-31$1,260,895
Assets. Other investments not covered elsewhere at end of year2022-12-31$2,135,507
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$2,862,459
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$175,870
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$1,838
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$964
Other income not declared elsewhere2022-12-31$-315,273
Administrative expenses (other) incurred2022-12-31$145,066
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-24,770,986
Value of net assets at end of year (total assets less liabilities)2022-12-31$113,655,299
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$138,426,285
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$55,699
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$97,227,033
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$121,304,965
Interest on participant loans2022-12-31$60,183
Interest earned on other investments2022-12-31$293,176
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$13,120,474
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$12,997,002
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-24,212,436
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$1,795,515
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$7,981,327
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Disclaimer
Accountancy firm name2022-12-31KREISCHER MILLER
Accountancy firm EIN2022-12-31231980475
2021 : DEFENDER ASSOCIATION OF PHILADELPHIA TAX DEFERRED ANNUITY PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$21,871,739
Total of all expenses incurred2021-12-31$6,705,712
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$6,460,138
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$5,209,240
Value of total assets at end of year2021-12-31$138,426,285
Value of total assets at beginning of year2021-12-31$123,260,258
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$245,574
Total interest from all sources2021-12-31$357,197
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$2,701,969
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$2,701,969
Administrative expenses professional fees incurred2021-12-31$17,190
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$5,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$3,472,242
Participant contributions at end of year2021-12-31$1,260,895
Participant contributions at beginning of year2021-12-31$1,433,702
Assets. Other investments not covered elsewhere at end of year2021-12-31$2,862,459
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$3,223,714
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$72,319
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$964
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$4,253
Other income not declared elsewhere2021-12-31$102,006
Administrative expenses (other) incurred2021-12-31$173,284
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$15,166,027
Value of net assets at end of year (total assets less liabilities)2021-12-31$138,426,285
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$123,260,258
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
Investment advisory and management fees2021-12-31$55,100
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$121,304,965
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$105,893,983
Value of interest in pooled separate accounts at beginning of year2021-12-31$0
Interest on participant loans2021-12-31$68,238
Interest earned on other investments2021-12-31$288,959
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$12,997,002
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$12,704,606
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$13,501,327
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$1,664,679
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$6,460,138
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 name2021-12-31KREISCHER MILLER
Accountancy firm EIN2021-12-31231980475
2020 : DEFENDER ASSOCIATION OF PHILADELPHIA TAX DEFERRED ANNUITY PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$22,146,709
Total of all expenses incurred2020-12-31$7,962,874
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$7,766,584
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$5,178,017
Value of total assets at end of year2020-12-31$123,260,258
Value of total assets at beginning of year2020-12-31$109,076,423
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$196,290
Total interest from all sources2020-12-31$166,473
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$2,007,198
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$2,007,198
Administrative expenses professional fees incurred2020-12-31$16,717
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$5,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
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$3,403,840
Participant contributions at end of year2020-12-31$1,433,702
Participant contributions at beginning of year2020-12-31$1,495,634
Participant contributions at beginning of year2020-12-31$0
Assets. Other investments not covered elsewhere at end of year2020-12-31$3,223,714
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$3,056,544
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$70,897
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$4,253
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$1,961
Other income not declared elsewhere2020-12-31$379,920
Administrative expenses (other) incurred2020-12-31$124,573
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$14,183,835
Value of net assets at end of year (total assets less liabilities)2020-12-31$123,260,258
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$109,076,423
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$55,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$105,893,983
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$95,277,048
Value of interest in pooled separate accounts at end of year2020-12-31$0
Value of interest in pooled separate accounts at beginning of year2020-12-31$8,725,214
Interest on participant loans2020-12-31$80,994
Interest earned on other investments2020-12-31$85,479
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$12,704,606
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$520,022
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$14,282,739
Net investment gain/loss from pooled separate accounts2020-12-31$132,362
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$1,703,280
Employer contributions (assets) at beginning of year2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$7,766,584
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 name2020-12-31KREISCHER MILLER
Accountancy firm EIN2020-12-31231980475
2019 : DEFENDER ASSOCIATION OF PHILADELPHIA TAX DEFERRED ANNUITY PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$23,883,643
Total of all expenses incurred2019-12-31$7,248,600
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$7,034,573
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$5,222,220
Value of total assets at end of year2019-12-31$109,076,423
Value of total assets at beginning of year2019-12-31$92,441,380
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$214,027
Total interest from all sources2019-12-31$93,856
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,845,345
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,845,345
Administrative expenses professional fees incurred2019-12-31$22,995
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$5,000,000
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$3,275,880
Participant contributions at end of year2019-12-31$1,495,634
Participant contributions at beginning of year2019-12-31$1,483,251
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$134,985
Assets. Other investments not covered elsewhere at end of year2019-12-31$3,056,544
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$3,014,661
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$58,759
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$1,961
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$4,044
Other income not declared elsewhere2019-12-31$458,918
Administrative expenses (other) incurred2019-12-31$136,032
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$16,635,043
Value of net assets at end of year (total assets less liabilities)2019-12-31$109,076,423
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$92,441,380
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$55,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$95,277,048
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$79,022,650
Value of interest in pooled separate accounts at end of year2019-12-31$8,725,214
Value of interest in pooled separate accounts at beginning of year2019-12-31$8,137,959
Interest on participant loans2019-12-31$75,983
Interest earned on other investments2019-12-31$17,873
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$520,022
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$570,375
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$16,057,621
Net investment gain/loss from pooled separate accounts2019-12-31$205,683
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$1,887,581
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$73,455
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$7,034,573
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
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)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31KREISCHER MILLER
Accountancy firm EIN2019-12-31231980475
2018 : DEFENDER ASSOCIATION OF PHILADELPHIA TAX DEFERRED ANNUITY PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$753,921
Total of all expenses incurred2018-12-31$5,201,785
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$5,004,821
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$5,043,451
Value of total assets at end of year2018-12-31$92,441,380
Value of total assets at beginning of year2018-12-31$96,889,244
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$196,964
Total interest from all sources2018-12-31$89,208
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,822,423
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$1,822,423
Administrative expenses professional fees incurred2018-12-31$10,000
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$5,000,000
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$3,229,491
Participant contributions at end of year2018-12-31$1,483,251
Participant contributions at beginning of year2018-12-31$1,486,300
Participant contributions at end of year2018-12-31$134,985
Assets. Other investments not covered elsewhere at end of year2018-12-31$3,014,661
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$3,867,030
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$18,877
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$4,044
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$1,922
Other income not declared elsewhere2018-12-31$-165,555
Administrative expenses (other) incurred2018-12-31$131,964
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-4,447,864
Value of net assets at end of year (total assets less liabilities)2018-12-31$92,441,380
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$96,889,244
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$55,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$79,022,650
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$82,948,642
Value of interest in pooled separate accounts at end of year2018-12-31$8,137,959
Value of interest in pooled separate accounts at beginning of year2018-12-31$8,001,044
Interest on participant loans2018-12-31$70,524
Interest earned on other investments2018-12-31$18,684
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$570,375
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$584,306
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-6,216,054
Net investment gain/loss from pooled separate accounts2018-12-31$180,448
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$1,795,083
Employer contributions (assets) at end of year2018-12-31$73,455
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$5,004,821
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)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31KREISCHER MILLER
Accountancy firm EIN2018-12-31231980475
2017 : DEFENDER ASSOCIATION OF PHILADELPHIA TAX DEFERRED ANNUITY PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$18,577,578
Total of all expenses incurred2017-12-31$6,847,299
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$6,664,773
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$5,005,863
Value of total assets at end of year2017-12-31$96,889,244
Value of total assets at beginning of year2017-12-31$85,158,965
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$182,526
Total interest from all sources2017-12-31$80,381
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,530,968
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$1,530,968
Administrative expenses professional fees incurred2017-12-31$15,700
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$5,000,000
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$3,080,673
Participant contributions at end of year2017-12-31$1,486,300
Participant contributions at beginning of year2017-12-31$1,406,367
Assets. Other investments not covered elsewhere at end of year2017-12-31$3,867,030
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$4,276,388
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$204,040
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$1,922
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$1,341
Other income not declared elsewhere2017-12-31$531,476
Administrative expenses (other) incurred2017-12-31$120,704
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$11,730,279
Value of net assets at end of year (total assets less liabilities)2017-12-31$96,889,244
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$85,158,965
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$46,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$82,948,642
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$71,088,508
Value of interest in pooled separate accounts at end of year2017-12-31$8,001,044
Value of interest in pooled separate accounts at beginning of year2017-12-31$7,792,466
Interest on participant loans2017-12-31$61,599
Interest earned on other investments2017-12-31$18,782
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$584,306
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$593,895
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$11,255,675
Net investment gain/loss from pooled separate accounts2017-12-31$173,215
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$1,721,150
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$6,664,773
Contract administrator fees2017-12-31$122
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)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31KREISCHER MILLER
Accountancy firm EIN2017-12-31231980475
2016 : DEFENDER ASSOCIATION OF PHILADELPHIA TAX DEFERRED ANNUITY PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$12,052,379
Total of all expenses incurred2016-12-31$4,641,082
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$4,471,510
Expenses. Certain deemed distributions of participant loans2016-12-31$7,186
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$6,186,282
Value of total assets at end of year2016-12-31$85,158,965
Value of total assets at beginning of year2016-12-31$77,747,668
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$162,386
Total interest from all sources2016-12-31$81,298
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,214,549
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$1,214,549
Administrative expenses professional fees incurred2016-12-31$15,400
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$5,000,000
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$2,935,975
Participant contributions at end of year2016-12-31$1,406,367
Participant contributions at beginning of year2016-12-31$1,550,603
Assets. Other investments not covered elsewhere at end of year2016-12-31$4,276,388
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$4,443,491
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$1,550,598
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$1,341
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$610
Other income not declared elsewhere2016-12-31$233,397
Administrative expenses (other) incurred2016-12-31$100,986
Total non interest bearing cash at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$7,411,297
Value of net assets at end of year (total assets less liabilities)2016-12-31$85,158,965
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$77,747,668
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
Investment advisory and management fees2016-12-31$46,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$71,088,508
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$63,303,310
Value of interest in pooled separate accounts at end of year2016-12-31$7,792,466
Value of interest in pooled separate accounts at beginning of year2016-12-31$7,863,032
Interest on participant loans2016-12-31$62,425
Interest earned on other investments2016-12-31$18,873
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$593,895
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$586,622
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$4,161,361
Net investment gain/loss from pooled separate accounts2016-12-31$175,492
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$1,699,709
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$4,471,510
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)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31KREISCHER MILLER
Accountancy firm EIN2016-12-31231980475
2015 : DEFENDER ASSOCIATION OF PHILADELPHIA TAX DEFERRED ANNUITY PLAN 2015 401k financial data
Total transfer of assets to this plan2015-12-31$66,847
Total income from all sources (including contributions)2015-12-31$4,720,397
Total of all expenses incurred2015-12-31$3,076,037
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$2,937,934
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$4,742,032
Value of total assets at end of year2015-12-31$77,747,668
Value of total assets at beginning of year2015-12-31$76,036,461
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$138,103
Total interest from all sources2015-12-31$86,178
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$1,054,732
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$1,054,732
Administrative expenses professional fees incurred2015-12-31$15,400
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$5,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
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$2,883,357
Participant contributions at end of year2015-12-31$1,550,603
Participant contributions at beginning of year2015-12-31$1,544,289
Assets. Other investments not covered elsewhere at end of year2015-12-31$4,443,491
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$4,469,201
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$189,452
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$610
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$146
Other income not declared elsewhere2015-12-31$-3,398
Administrative expenses (other) incurred2015-12-31$100,203
Total non interest bearing cash at end of year2015-12-31$0
Total non interest bearing cash at beginning of year2015-12-31$76,547
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$1,644,360
Value of net assets at end of year (total assets less liabilities)2015-12-31$77,747,668
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$76,036,461
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$22,500
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$63,303,310
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$61,330,461
Value of interest in pooled separate accounts at end of year2015-12-31$7,863,032
Value of interest in pooled separate accounts at beginning of year2015-12-31$8,025,113
Interest on participant loans2015-12-31$66,736
Interest earned on other investments2015-12-31$19,442
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$586,622
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$590,704
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,341,827
Net investment gain/loss from pooled separate accounts2015-12-31$182,680
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$1,669,223
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$2,937,934
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)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31KREISCHER MILLER
Accountancy firm EIN2015-12-31231980475
2014 : DEFENDER ASSOCIATION OF PHILADELPHIA TAX DEFERRED ANNUITY PLAN 2014 401k financial data
Total transfer of assets to this plan2014-12-31$117,547
Total income from all sources (including contributions)2014-12-31$9,095,966
Total of all expenses incurred2014-12-31$5,165,476
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$5,066,972
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$4,397,304
Value of total assets at end of year2014-12-31$76,036,461
Value of total assets at beginning of year2014-12-31$71,988,424
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$98,504
Total interest from all sources2014-12-31$88,955
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,108,697
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$1,108,697
Administrative expenses professional fees incurred2014-12-31$5,000
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$5,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$2,754,882
Participant contributions at end of year2014-12-31$1,544,289
Participant contributions at beginning of year2014-12-31$1,481,396
Assets. Other investments not covered elsewhere at end of year2014-12-31$4,469,201
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$4,172,924
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$37,415
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-12-31$34,402
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$146
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$233
Other income not declared elsewhere2014-12-31$278,069
Administrative expenses (other) incurred2014-12-31$93,504
Total non interest bearing cash at end of year2014-12-31$76,547
Total non interest bearing cash at beginning of year2014-12-31$81,636
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$3,930,490
Value of net assets at end of year (total assets less liabilities)2014-12-31$76,036,461
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$71,988,424
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$61,330,461
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$56,876,779
Value of interest in pooled separate accounts at end of year2014-12-31$8,025,113
Value of interest in pooled separate accounts at beginning of year2014-12-31$8,295,347
Interest on participant loans2014-12-31$59,943
Interest earned on other investments2014-12-31$29,012
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$590,704
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$906,853
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$3,023,787
Net investment gain/loss from pooled separate accounts2014-12-31$199,154
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$1,605,007
Employer contributions (assets) at beginning of year2014-12-31$173,256
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$5,032,570
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)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31KREISCHER MILLER
Accountancy firm EIN2014-12-31231980475
2013 : DEFENDER ASSOCIATION OF PHILADELPHIA TAX DEFERRED ANNUITY PLAN 2013 401k financial data
Total transfer of assets to this plan2013-12-31$132,379
Total income from all sources (including contributions)2013-12-31$15,925,893
Total of all expenses incurred2013-12-31$4,567,424
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$4,497,691
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$4,243,045
Value of total assets at end of year2013-12-31$71,988,424
Value of total assets at beginning of year2013-12-31$60,497,576
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$69,733
Total interest from all sources2013-12-31$82,306
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$832,876
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$832,876
Administrative expenses professional fees incurred2013-12-31$4,000
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$5,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$2,723,826
Participant contributions at end of year2013-12-31$1,481,396
Participant contributions at beginning of year2013-12-31$1,217,358
Assets. Other investments not covered elsewhere at end of year2013-12-31$4,172,924
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$3,309,754
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$51,711
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$233
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$537
Other income not declared elsewhere2013-12-31$684,003
Administrative expenses (other) incurred2013-12-31$65,733
Total non interest bearing cash at end of year2013-12-31$81,636
Total non interest bearing cash at beginning of year2013-12-31$44,889
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$11,358,469
Value of net assets at end of year (total assets less liabilities)2013-12-31$71,988,424
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$60,497,576
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$56,876,779
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$46,210,925
Value of interest in pooled separate accounts at end of year2013-12-31$8,295,347
Value of interest in pooled separate accounts at beginning of year2013-12-31$8,637,839
Interest on participant loans2013-12-31$50,477
Interest earned on other investments2013-12-31$31,829
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$906,853
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$906,440
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$9,875,413
Net investment gain/loss from pooled separate accounts2013-12-31$208,250
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$1,467,508
Employer contributions (assets) at end of year2013-12-31$173,256
Employer contributions (assets) at beginning of year2013-12-31$169,834
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$4,497,691
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 name2013-12-31KREISCHER MILLER
Accountancy firm EIN2013-12-31231980475
2012 : DEFENDER ASSOCIATION OF PHILADELPHIA TAX DEFERRED ANNUITY PLAN 2012 401k financial data
Total transfer of assets to this plan2012-12-31$164,510
Total income from all sources (including contributions)2012-12-31$10,570,324
Total of all expenses incurred2012-12-31$3,961,256
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$3,928,892
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$4,249,018
Value of total assets at end of year2012-12-31$60,497,576
Value of total assets at beginning of year2012-12-31$53,723,998
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$32,364
Total interest from all sources2012-12-31$98,760
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$875,238
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$875,238
Administrative expenses professional fees incurred2012-12-31$7,200
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$5,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$2,703,071
Participant contributions at end of year2012-12-31$1,217,358
Participant contributions at beginning of year2012-12-31$1,167,983
Assets. Other investments not covered elsewhere at end of year2012-12-31$3,309,754
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$3,480,727
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$70,385
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$537
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$110
Other income not declared elsewhere2012-12-31$359,734
Administrative expenses (other) incurred2012-12-31$25,164
Total non interest bearing cash at end of year2012-12-31$44,889
Total non interest bearing cash at beginning of year2012-12-31$19,368
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$6,609,068
Value of net assets at end of year (total assets less liabilities)2012-12-31$60,497,576
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$53,723,998
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$46,210,925
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$39,321,578
Value of interest in pooled separate accounts at end of year2012-12-31$8,637,839
Value of interest in pooled separate accounts at beginning of year2012-12-31$8,546,190
Interest on participant loans2012-12-31$52,762
Interest earned on other investments2012-12-31$45,998
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$906,440
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$1,032,889
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$4,753,739
Net investment gain/loss from pooled separate accounts2012-12-31$233,835
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$1,475,562
Employer contributions (assets) at end of year2012-12-31$169,834
Employer contributions (assets) at beginning of year2012-12-31$155,153
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$3,928,892
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 name2012-12-31KREISCHER MILLER
Accountancy firm EIN2012-12-31231980475
2011 : DEFENDER ASSOCIATION OF PHILADELPHIA TAX DEFERRED ANNUITY PLAN 2011 401k financial data
Total transfer of assets to this plan2011-12-31$83,748
Total income from all sources (including contributions)2011-12-31$4,215,488
Total of all expenses incurred2011-12-31$2,323,982
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$2,286,264
Expenses. Certain deemed distributions of participant loans2011-12-31$5,135
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$5,014,215
Value of total assets at end of year2011-12-31$53,723,998
Value of total assets at beginning of year2011-12-31$51,748,744
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$32,583
Total interest from all sources2011-12-31$95,944
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$575,484
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$575,484
Administrative expenses professional fees incurred2011-12-31$9,600
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$5,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$2,791,398
Participant contributions at end of year2011-12-31$1,167,983
Participant contributions at beginning of year2011-12-31$1,196,453
Participant contributions at beginning of year2011-12-31$115,645
Assets. Other investments not covered elsewhere at end of year2011-12-31$3,480,727
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$3,752,215
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$755,689
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$110
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$2,230
Other income not declared elsewhere2011-12-31$-111,428
Administrative expenses (other) incurred2011-12-31$22,983
Total non interest bearing cash at end of year2011-12-31$19,368
Total non interest bearing cash at beginning of year2011-12-31$21,211
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$1,891,506
Value of net assets at end of year (total assets less liabilities)2011-12-31$53,723,998
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$51,748,744
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$39,321,578
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$38,089,862
Value of interest in pooled separate accounts at end of year2011-12-31$8,546,190
Value of interest in pooled separate accounts at beginning of year2011-12-31$7,245,209
Interest on participant loans2011-12-31$59,139
Interest earned on other investments2011-12-31$36,805
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$1,032,889
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$1,119,213
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-1,586,874
Net investment gain/loss from pooled separate accounts2011-12-31$228,147
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$1,467,128
Employer contributions (assets) at end of year2011-12-31$155,153
Employer contributions (assets) at beginning of year2011-12-31$206,706
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$2,286,264
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 name2011-12-31KREISCHER MILLER
Accountancy firm EIN2011-12-31231980475
2010 : DEFENDER ASSOCIATION OF PHILADELPHIA TAX DEFERRED ANNUITY PLAN 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$10,928,520
Total of all expenses incurred2010-12-31$848,158
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$788,776
Expenses. Certain deemed distributions of participant loans2010-12-31$18,987
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$5,411,263
Value of total assets at end of year2010-12-31$51,748,744
Value of total assets at beginning of year2010-12-31$41,668,382
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$40,395
Total interest from all sources2010-12-31$66,006
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$628,279
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$628,279
Administrative expenses professional fees incurred2010-12-31$10,500
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$5,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$2,798,733
Participant contributions at end of year2010-12-31$1,196,453
Participant contributions at beginning of year2010-12-31$1,154,024
Participant contributions at end of year2010-12-31$115,645
Participant contributions at beginning of year2010-12-31$113,464
Assets. Other investments not covered elsewhere at end of year2010-12-31$3,752,215
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$3,434,186
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$1,059,210
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$2,230
Other income not declared elsewhere2010-12-31$404,282
Administrative expenses (other) incurred2010-12-31$29,895
Total non interest bearing cash at end of year2010-12-31$21,211
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$10,080,362
Value of net assets at end of year (total assets less liabilities)2010-12-31$51,748,744
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$41,668,382
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$38,089,862
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$29,939,718
Value of interest in pooled separate accounts at end of year2010-12-31$7,245,209
Value of interest in pooled separate accounts at beginning of year2010-12-31$5,623,383
Interest on participant loans2010-12-31$66,006
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$1,119,213
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$1,188,726
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$4,216,002
Net investment gain/loss from pooled separate accounts2010-12-31$202,688
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$1,553,320
Employer contributions (assets) at end of year2010-12-31$206,706
Employer contributions (assets) at beginning of year2010-12-31$214,881
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$788,776
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31KREISCHER MILLER
Accountancy firm EIN2010-12-31231980475
2009 : DEFENDER ASSOCIATION OF PHILADELPHIA TAX DEFERRED ANNUITY PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for DEFENDER ASSOCIATION OF PHILADELPHIA TAX DEFERRED ANNUITY PLAN

2022: DEFENDER ASSOCIATION OF PHILADELPHIA TAX DEFERRED ANNUITY PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: DEFENDER ASSOCIATION OF PHILADELPHIA TAX DEFERRED ANNUITY PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
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: DEFENDER ASSOCIATION OF PHILADELPHIA TAX DEFERRED ANNUITY 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: DEFENDER ASSOCIATION OF PHILADELPHIA TAX DEFERRED ANNUITY PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
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: DEFENDER ASSOCIATION OF PHILADELPHIA TAX DEFERRED ANNUITY 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: DEFENDER ASSOCIATION OF PHILADELPHIA TAX DEFERRED ANNUITY 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: DEFENDER ASSOCIATION OF PHILADELPHIA TAX DEFERRED ANNUITY 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: DEFENDER ASSOCIATION OF PHILADELPHIA TAX DEFERRED ANNUITY 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: DEFENDER ASSOCIATION OF PHILADELPHIA TAX DEFERRED ANNUITY 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
2014-01-01Plan benefit arrangement - TrustYes
2013: DEFENDER ASSOCIATION OF PHILADELPHIA TAX DEFERRED ANNUITY 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
2013-01-01Plan benefit arrangement - TrustYes
2012: DEFENDER ASSOCIATION OF PHILADELPHIA TAX DEFERRED ANNUITY PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: DEFENDER ASSOCIATION OF PHILADELPHIA TAX DEFERRED ANNUITY PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: DEFENDER ASSOCIATION OF PHILADELPHIA TAX DEFERRED ANNUITY PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract numberTA068933
Policy instance 3
Insurance contract or identification numberTA068933
Number of Individuals Covered762
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
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
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number456335-01
Policy instance 2
Insurance contract or identification number456335-01
Number of Individuals Covered8
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
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
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA068933
Policy instance 1
Insurance contract or identification numberTA068933
Number of Individuals Covered762
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
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
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract numberTA068933
Policy instance 3
Insurance contract or identification numberTA068933
Number of Individuals Covered690
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
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
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number456335-01
Policy instance 2
Insurance contract or identification number456335-01
Number of Individuals Covered8
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
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
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA068933
Policy instance 1
Insurance contract or identification numberTA068933
Number of Individuals Covered692
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
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
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA068933
Policy instance 1
Insurance contract or identification numberTA068933
Number of Individuals Covered692
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
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
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number456335-01
Policy instance 2
Insurance contract or identification number456335-01
Number of Individuals Covered8
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
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
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract numberTA068933
Policy instance 3
Insurance contract or identification numberTA068933
Number of Individuals Covered692
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
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
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number456335-01
Policy instance 2
Insurance contract or identification number456335-01
Number of Individuals Covered8
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
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
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA068933
Policy instance 1
Insurance contract or identification numberTA068933
Number of Individuals Covered710
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $1,504
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
Commission paid to Insurance BrokerUSD $1,504
Insurance broker organization code?3
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number456335-01
Policy instance 2
Insurance contract or identification number456335-01
Number of Individuals Covered9
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
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
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA068933
Policy instance 1
Insurance contract or identification numberTA068933
Number of Individuals Covered700
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
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
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number456335-01
Policy instance 2
Insurance contract or identification number456335-01
Number of Individuals Covered9
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
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
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA068933
Policy instance 1
Insurance contract or identification numberTA068933
Number of Individuals Covered687
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
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
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA068933
Policy instance 1
Insurance contract or identification numberTA068933
Number of Individuals Covered640
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
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
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number456335-01
Policy instance 2
Insurance contract or identification number456335-01
Number of Individuals Covered9
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
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
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA068933
Policy instance 1
Insurance contract or identification numberTA068933
Number of Individuals Covered616
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
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
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number456335-01
Policy instance 2
Insurance contract or identification number456335-01
Number of Individuals Covered11
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
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
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA068933
Policy instance 1
Insurance contract or identification numberTA068933
Number of Individuals Covered765
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $30,000
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
Commission paid to Insurance BrokerUSD $30,000
Insurance broker nameFINANCIAL TELESIS, INC.
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number456335-01
Policy instance 2
Insurance contract or identification number456335-01
Number of Individuals Covered17
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
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
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number456335-01
Policy instance 2
Insurance contract or identification number456335-01
Number of Individuals Covered17
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
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
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA068933
Policy instance 1
Insurance contract or identification numberTA068933
Number of Individuals Covered582
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number456335-01
Policy instance 2
Insurance contract or identification number456335-01
Number of Individuals Covered22
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
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
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA068933
Policy instance 1
Insurance contract or identification numberTA068933
Number of Individuals Covered578
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA068933
Policy instance 1
Insurance contract or identification numberTA068933
Number of Individuals Covered584
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
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
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number456335-01
Policy instance 2
Insurance contract or identification number456335-01
Number of Individuals Covered23
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
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

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