Logo

LUZERNE COUNTY HEADSTART, INC. RETIREMENT PLAN 401k Plan overview

Plan NameLUZERNE COUNTY HEADSTART, INC. RETIREMENT PLAN
Plan identification number 001

LUZERNE COUNTY HEADSTART, INC. RETIREMENT PLAN Benefits

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

401k Sponsoring company profile

LUZERNE COUNTY HEAD START, INC has sponsored the creation of one or more 401k plans.

Company Name:LUZERNE COUNTY HEAD START, INC
Employer identification number (EIN):232038753
NAIC Classification:624410
NAIC Description:Child Day Care Services

Additional information about LUZERNE COUNTY HEAD START, INC

Jurisdiction of Incorporation: COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF STATE
Incorporation Date:
Company Identification Number: 646804

More information about LUZERNE COUNTY HEAD START, INC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LUZERNE COUNTY HEADSTART, INC. RETIREMENT 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
0012017-01-01TRAVIS BLACK
0012016-01-01LYNN EVANS BIGA
0012015-01-01LYNN EVANS BIGA
0012014-01-01LYNN EVANS BIGA
0012013-01-01MARKKNEEREAM
0012012-01-01MARK KNEEREAM LYNN EVANS BIGA2013-10-02
0012011-01-01MARK KNEEREAM LYNN EVANS BIGA2012-10-09
0012010-01-01LORI NOCITO LYNN EVANS BIGA2011-08-11
0012009-01-01LORI NOCITO LYNN EVANS BIGA2010-10-13

Plan Statistics for LUZERNE COUNTY HEADSTART, INC. RETIREMENT PLAN

401k plan membership statisitcs for LUZERNE COUNTY HEADSTART, INC. RETIREMENT PLAN

Measure Date Value
2022: LUZERNE COUNTY HEADSTART, INC. RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01307
Total number of active participants reported on line 7a of the Form 55002022-01-01230
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0173
Total of all active and inactive participants2022-01-01303
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01303
Number of participants with account balances2022-01-01272
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0129
2021: LUZERNE COUNTY HEADSTART, INC. RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01322
Total number of active participants reported on line 7a of the Form 55002021-01-01226
Number of retired or separated participants receiving benefits2021-01-013
Number of other retired or separated participants entitled to future benefits2021-01-0178
Total of all active and inactive participants2021-01-01307
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01307
Number of participants with account balances2021-01-01291
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0140
2020: LUZERNE COUNTY HEADSTART, INC. RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01321
Total number of active participants reported on line 7a of the Form 55002020-01-01250
Number of retired or separated participants receiving benefits2020-01-012
Number of other retired or separated participants entitled to future benefits2020-01-0167
Total of all active and inactive participants2020-01-01319
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01319
Number of participants with account balances2020-01-01297
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0116
2019: LUZERNE COUNTY HEADSTART, INC. RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01277
Total number of active participants reported on line 7a of the Form 55002019-01-01254
Number of retired or separated participants receiving benefits2019-01-013
Number of other retired or separated participants entitled to future benefits2019-01-0159
Total of all active and inactive participants2019-01-01316
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01316
Number of participants with account balances2019-01-01272
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0119
2018: LUZERNE COUNTY HEADSTART, INC. RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01253
Total number of active participants reported on line 7a of the Form 55002018-01-01206
Number of retired or separated participants receiving benefits2018-01-012
Number of other retired or separated participants entitled to future benefits2018-01-0163
Total of all active and inactive participants2018-01-01271
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01271
Number of participants with account balances2018-01-01266
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0112
2017: LUZERNE COUNTY HEADSTART, INC. RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01237
Total number of active participants reported on line 7a of the Form 55002017-01-01196
Number of retired or separated participants receiving benefits2017-01-011
Number of other retired or separated participants entitled to future benefits2017-01-0149
Total of all active and inactive participants2017-01-01246
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01246
Number of participants with account balances2017-01-01243
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0116
2016: LUZERNE COUNTY HEADSTART, INC. RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01227
Total number of active participants reported on line 7a of the Form 55002016-01-01201
Number of other retired or separated participants entitled to future benefits2016-01-0135
Total of all active and inactive participants2016-01-01236
Total participants2016-01-01236
Number of participants with account balances2016-01-01234
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-016
2015: LUZERNE COUNTY HEADSTART, INC. RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01224
Total number of active participants reported on line 7a of the Form 55002015-01-01190
Number of other retired or separated participants entitled to future benefits2015-01-0136
Total of all active and inactive participants2015-01-01226
Total participants2015-01-01226
Number of participants with account balances2015-01-01223
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0114
2014: LUZERNE COUNTY HEADSTART, INC. RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01229
Total number of active participants reported on line 7a of the Form 55002014-01-01184
Number of other retired or separated participants entitled to future benefits2014-01-0134
Total of all active and inactive participants2014-01-01218
Total participants2014-01-01218
Number of participants with account balances2014-01-01216
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0115
2013: LUZERNE COUNTY HEADSTART, INC. RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01238
Total number of active participants reported on line 7a of the Form 55002013-01-01189
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0135
Total of all active and inactive participants2013-01-01224
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01224
Number of participants with account balances2013-01-01224
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0113
2012: LUZERNE COUNTY HEADSTART, INC. RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01246
Total number of active participants reported on line 7a of the Form 55002012-01-01199
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0132
Total of all active and inactive participants2012-01-01231
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-01232
Number of participants with account balances2012-01-01231
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0111
2011: LUZERNE COUNTY HEADSTART, INC. RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01222
Total number of active participants reported on line 7a of the Form 55002011-01-01202
Number of retired or separated participants receiving benefits2011-01-011
Number of other retired or separated participants entitled to future benefits2011-01-0142
Total of all active and inactive participants2011-01-01245
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-01246
Number of participants with account balances2011-01-01245
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0118
2010: LUZERNE COUNTY HEADSTART, INC. RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01207
Total number of active participants reported on line 7a of the Form 55002010-01-01193
Number of retired or separated participants receiving benefits2010-01-011
Number of other retired or separated participants entitled to future benefits2010-01-0128
Total of all active and inactive participants2010-01-01222
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-011
Total participants2010-01-01223
Number of participants with account balances2010-01-01222
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-016
2009: LUZERNE COUNTY HEADSTART, INC. RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01196
Total number of active participants reported on line 7a of the Form 55002009-01-01183
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0122
Total of all active and inactive participants2009-01-01205
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-01206
Number of participants with account balances2009-01-01199
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0113

Financial Data on LUZERNE COUNTY HEADSTART, INC. RETIREMENT PLAN

Measure Date Value
2022 : LUZERNE COUNTY HEADSTART, INC. RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-281,206
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$875,462
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$866,128
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,202,882
Value of total assets at end of year2022-12-31$9,357,009
Value of total assets at beginning of year2022-12-31$10,513,677
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$9,334
Total interest from all sources2022-12-31$8,070
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$127,715
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$127,715
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$600,000
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$262,235
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$11,009
Other income not declared elsewhere2022-12-31$12
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,156,668
Value of net assets at end of year (total assets less liabilities)2022-12-31$9,357,009
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$10,513,677
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$2,283
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$7,598,068
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$0
Value of interest in pooled separate accounts at end of year2022-12-31$0
Value of interest in pooled separate accounts at beginning of year2022-12-31$8,952,901
Interest earned on other investments2022-12-31$8,070
Value of interest in common/collective trusts at end of year2022-12-31$1,247,168
Value of interest in common/collective trusts at beginning of year2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$1,321,301
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-8,057
Net investment gain/loss from pooled separate accounts2022-12-31$-1,617,941
Net investment gain or loss from common/collective trusts2022-12-31$6,113
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$929,638
Employer contributions (assets) at end of year2022-12-31$511,773
Employer contributions (assets) at beginning of year2022-12-31$239,475
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$866,128
Contract administrator fees2022-12-31$7,051
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31SNYDER & CLEMENTE ACCTS & CONSULTIN
Accountancy firm EIN2022-12-31232535812
2021 : LUZERNE COUNTY HEADSTART, INC. RETIREMENT PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$2,049,459
Total of all expenses incurred2021-12-31$625,743
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$614,921
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$921,865
Value of total assets at end of year2021-12-31$10,513,677
Value of total assets at beginning of year2021-12-31$9,089,961
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$10,822
Total interest from all sources2021-12-31$10,306
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$8,500
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$600,000
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$202,138
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$21,696
Administrative expenses (other) incurred2021-12-31$2,322
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$1,423,716
Value of net assets at end of year (total assets less liabilities)2021-12-31$10,513,677
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$9,089,961
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in pooled separate accounts at end of year2021-12-31$8,952,901
Value of interest in pooled separate accounts at beginning of year2021-12-31$7,669,067
Interest earned on other investments2021-12-31$10,306
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$1,321,301
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$1,119,627
Net investment gain/loss from pooled separate accounts2021-12-31$1,117,288
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$698,031
Employer contributions (assets) at end of year2021-12-31$239,475
Employer contributions (assets) at beginning of year2021-12-31$301,267
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$614,921
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 plan2021-12-31Unqualified
Accountancy firm name2021-12-31SNYDER & CLEMENTE ACCTS & CONSULTIN
Accountancy firm EIN2021-12-31232535812
2020 : LUZERNE COUNTY HEADSTART, INC. RETIREMENT PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$1,880,798
Total of all expenses incurred2020-12-31$363,334
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$362,054
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$910,844
Value of total assets at end of year2020-12-31$9,089,961
Value of total assets at beginning of year2020-12-31$7,572,497
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$1,280
Total interest from all sources2020-12-31$7,308
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$600,000
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$200,875
Administrative expenses (other) incurred2020-12-31$1,280
Total non interest bearing cash at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,517,464
Value of net assets at end of year (total assets less liabilities)2020-12-31$9,089,961
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$7,572,497
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in pooled separate accounts at end of year2020-12-31$7,669,067
Value of interest in pooled separate accounts at beginning of year2020-12-31$6,452,690
Interest earned on other investments2020-12-31$7,308
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$1,119,627
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$976,511
Net investment gain/loss from pooled separate accounts2020-12-31$962,646
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$709,969
Employer contributions (assets) at end of year2020-12-31$301,267
Employer contributions (assets) at beginning of year2020-12-31$143,296
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$362,054
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 name2020-12-31SNYDER & CLEMENTE ACCTS & CONSULTIN
Accountancy firm EIN2020-12-31232535812
2019 : LUZERNE COUNTY HEADSTART, INC. RETIREMENT PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$1,929,377
Total income from all sources (including contributions)2019-12-31$1,929,377
Total of all expenses incurred2019-12-31$841,124
Total of all expenses incurred2019-12-31$841,124
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$839,064
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$839,064
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$716,413
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$716,413
Value of total assets at end of year2019-12-31$7,572,497
Value of total assets at end of year2019-12-31$7,572,497
Value of total assets at beginning of year2019-12-31$6,484,244
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$2,060
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$2,060
Total interest from all sources2019-12-31$8,542
Total interest from all sources2019-12-31$8,542
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$600,000
Value of fidelity bond cover2019-12-31$600,000
If this is an individual account plan, was there a blackout period2019-12-31No
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
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$177,129
Contributions received from participants2019-12-31$177,129
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$1,759
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$1,759
Administrative expenses (other) incurred2019-12-31$2,060
Administrative expenses (other) incurred2019-12-31$2,060
Total non interest bearing cash at end of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$1,088,253
Value of net assets at end of year (total assets less liabilities)2019-12-31$7,572,497
Value of net assets at end of year (total assets less liabilities)2019-12-31$7,572,497
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$6,484,244
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$6,484,244
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
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 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
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in pooled separate accounts at end of year2019-12-31$6,452,690
Value of interest in pooled separate accounts at end of year2019-12-31$6,452,690
Value of interest in pooled separate accounts at beginning of year2019-12-31$5,484,678
Value of interest in pooled separate accounts at beginning of year2019-12-31$5,484,678
Interest earned on other investments2019-12-31$8,542
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$976,511
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$976,511
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$964,071
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$964,071
Net investment gain/loss from pooled separate accounts2019-12-31$1,204,422
Net investment gain/loss from pooled separate accounts2019-12-31$1,204,422
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
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
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$537,525
Contributions received in cash from employer2019-12-31$537,525
Employer contributions (assets) at end of year2019-12-31$143,296
Employer contributions (assets) at end of year2019-12-31$143,296
Employer contributions (assets) at beginning of year2019-12-31$35,495
Employer contributions (assets) at beginning of year2019-12-31$35,495
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$839,064
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
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 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
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
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31SNYDER & CLEMENTE ACCTS & CONSULTIN
Accountancy firm name2019-12-31SNYDER & CLEMENTE ACCTS & CONSULTIN
Accountancy firm EIN2019-12-31232535812
Accountancy firm EIN2019-12-31232535812
2018 : LUZERNE COUNTY HEADSTART, INC. RETIREMENT PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$421,894
Total of all expenses incurred2018-12-31$711,398
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$709,988
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$713,050
Value of total assets at end of year2018-12-31$6,484,244
Value of total assets at beginning of year2018-12-31$6,773,748
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$1,410
Total interest from all sources2018-12-31$6,867
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
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$143,787
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$151,595
Administrative expenses (other) incurred2018-12-31$1,410
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-289,504
Value of net assets at end of year (total assets less liabilities)2018-12-31$6,484,244
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$6,773,748
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in pooled separate accounts at end of year2018-12-31$5,484,678
Value of interest in pooled separate accounts at beginning of year2018-12-31$5,746,814
Interest earned on other investments2018-12-31$6,867
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$964,071
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$866,703
Net investment gain/loss from pooled separate accounts2018-12-31$-298,023
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$417,668
Employer contributions (assets) at end of year2018-12-31$35,495
Employer contributions (assets) at beginning of year2018-12-31$160,231
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$709,988
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31SNYDER & CLEMENTE ACCTS & CONSULTIN
Accountancy firm EIN2018-12-31232535812
2017 : LUZERNE COUNTY HEADSTART, INC. RETIREMENT PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$1,413,470
Total of all expenses incurred2017-12-31$267,420
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$266,700
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$669,039
Value of total assets at end of year2017-12-31$6,773,748
Value of total assets at beginning of year2017-12-31$5,627,698
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$720
Total interest from all sources2017-12-31$5,919
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
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$133,129
Participant contributions at beginning of year2017-12-31$4,170
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$45,584
Administrative expenses (other) incurred2017-12-31$720
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,146,050
Value of net assets at end of year (total assets less liabilities)2017-12-31$6,773,748
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$5,627,698
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in pooled separate accounts at end of year2017-12-31$5,746,814
Value of interest in pooled separate accounts at beginning of year2017-12-31$4,660,286
Interest earned on other investments2017-12-31$5,919
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$866,703
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$806,422
Net investment gain/loss from pooled separate accounts2017-12-31$738,512
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$490,326
Employer contributions (assets) at end of year2017-12-31$160,231
Employer contributions (assets) at beginning of year2017-12-31$156,820
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$266,700
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31SNYDER & CLEMENTE ACCTS & CONSULTIN
Accountancy firm EIN2017-12-31232535812
2016 : LUZERNE COUNTY HEADSTART, INC. RETIREMENT PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$966,777
Total of all expenses incurred2016-12-31$526,540
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$524,708
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$626,176
Value of total assets at end of year2016-12-31$5,627,698
Value of total assets at beginning of year2016-12-31$5,187,461
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$1,832
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
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$104,964
Participant contributions at end of year2016-12-31$4,170
Participant contributions at beginning of year2016-12-31$4,224
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$42,289
Other income not declared elsewhere2016-12-31$5,985
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$440,237
Value of net assets at end of year (total assets less liabilities)2016-12-31$5,627,698
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$5,187,461
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in pooled separate accounts at end of year2016-12-31$4,660,286
Value of interest in pooled separate accounts at beginning of year2016-12-31$4,379,456
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$806,422
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$758,923
Net investment gain/loss from pooled separate accounts2016-12-31$334,616
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$478,923
Employer contributions (assets) at end of year2016-12-31$156,820
Employer contributions (assets) at beginning of year2016-12-31$44,858
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$524,708
Contract administrator fees2016-12-31$1,832
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31SNYDER & CLEMENTE ACCTS & CONSULTIN
Accountancy firm EIN2016-12-31232535812
2015 : LUZERNE COUNTY HEADSTART, INC. RETIREMENT PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$425,563
Total of all expenses incurred2015-12-31$313,413
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$311,963
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$448,315
Value of total assets at end of year2015-12-31$5,187,461
Value of total assets at beginning of year2015-12-31$5,075,311
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$1,450
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$1,450
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
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$104,033
Participant contributions at end of year2015-12-31$4,224
Other income not declared elsewhere2015-12-31$5,886
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$112,150
Value of net assets at end of year (total assets less liabilities)2015-12-31$5,187,461
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$5,075,311
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in pooled separate accounts at end of year2015-12-31$4,379,456
Value of interest in pooled separate accounts at beginning of year2015-12-31$4,278,512
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$758,923
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$734,098
Net investment gain/loss from pooled separate accounts2015-12-31$-28,638
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$344,282
Employer contributions (assets) at end of year2015-12-31$44,858
Employer contributions (assets) at beginning of year2015-12-31$62,701
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$311,963
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31SNYDER & CLEMENTE ACCTS & CONSULTIN
Accountancy firm EIN2015-12-31232535812
2014 : LUZERNE COUNTY HEADSTART, INC. RETIREMENT PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$781,891
Total of all expenses incurred2014-12-31$531,901
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$530,101
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$469,170
Value of total assets at end of year2014-12-31$5,075,311
Value of total assets at beginning of year2014-12-31$4,825,321
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$1,800
Administrative expenses professional fees incurred2014-12-31$1,800
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$84,947
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$23,270
Other income not declared elsewhere2014-12-31$6,090
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$249,990
Value of net assets at end of year (total assets less liabilities)2014-12-31$5,075,311
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$4,825,321
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in pooled separate accounts at end of year2014-12-31$4,278,512
Value of interest in pooled separate accounts at beginning of year2014-12-31$4,036,204
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$734,098
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$761,252
Net investment gain/loss from pooled separate accounts2014-12-31$306,631
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$360,953
Employer contributions (assets) at end of year2014-12-31$62,701
Employer contributions (assets) at beginning of year2014-12-31$27,865
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$530,101
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31SNYDER & CLEMENTE ACCTS & CONSULTIN
Accountancy firm EIN2014-12-31232535812
2013 : LUZERNE COUNTY HEADSTART, INC. RETIREMENT PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$1,364,162
Total of all expenses incurred2013-12-31$261,444
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$260,493
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$836,623
Value of total assets at end of year2013-12-31$4,825,321
Value of total assets at beginning of year2013-12-31$3,722,603
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$951
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$951
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31Yes
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$54,648
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$462,844
Other income not declared elsewhere2013-12-31$3,955
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,102,718
Value of net assets at end of year (total assets less liabilities)2013-12-31$4,825,321
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$3,722,603
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 beginning of year2013-12-31$2,302,848
Value of interest in pooled separate accounts at end of year2013-12-31$4,036,204
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$761,252
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$1,419,755
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$198,597
Net investment gain/loss from pooled separate accounts2013-12-31$324,987
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$319,131
Employer contributions (assets) at end of year2013-12-31$27,865
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$260,493
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31Yes
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 name2013-12-31SNYDER & CLEMENTE ACCTS & CONCULTAN
Accountancy firm EIN2013-12-31232535812
2012 : LUZERNE COUNTY HEADSTART, INC. RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$632,100
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$249,346
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$249,346
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$324,158
Value of total assets at end of year2012-12-31$3,722,603
Value of total assets at beginning of year2012-12-31$3,339,849
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$0
Total interest from all sources2012-12-31$42,783
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$400,000
If this is an individual account plan, was there a blackout period2012-12-31No
Funding deficiency by the employer to the plan for this plan year2012-12-31$0
Minimum employer required contribution for this plan year2012-12-31$0
Amount contributed by the employer to the plan for this plan year2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$0
Administrative expenses (other) incurred2012-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$382,754
Value of net assets at end of year (total assets less liabilities)2012-12-31$3,722,603
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$3,339,849
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$2,302,848
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$1,915,878
Interest earned on other investments2012-12-31$42,783
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$1,419,755
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$1,423,971
Net investment gain/loss from pooled separate accounts2012-12-31$265,159
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$324,158
Employer contributions (assets) at beginning of year2012-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$249,346
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 name2012-12-31SNYDER & CLEMENTE ACCTS & CONSULTAN
Accountancy firm EIN2012-12-31232535812
2011 : LUZERNE COUNTY HEADSTART, INC. RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$264,348
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$100,751
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$100,751
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$340,369
Value of total assets at end of year2011-12-31$3,339,849
Value of total assets at beginning of year2011-12-31$3,176,252
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$0
Total interest from all sources2011-12-31$39,492
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$400,000
If this is an individual account plan, was there a blackout period2011-12-31No
Funding deficiency by the employer to the plan for this plan year2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$0
Amount contributed by the employer to the plan for this plan year2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$3,920
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$163,597
Value of net assets at end of year (total assets less liabilities)2011-12-31$3,339,849
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$3,176,252
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$1,915,878
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$1,921,761
Interest earned on other investments2011-12-31$39,492
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$1,423,971
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$1,254,491
Net investment gain/loss from pooled separate accounts2011-12-31$-115,513
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$336,449
Employer contributions (assets) at end of year2011-12-31$0
Employer contributions (assets) at beginning of year2011-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$100,751
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 name2011-12-31SNYDER & CLEMENTE
Accountancy firm EIN2011-12-31232535812
2010 : LUZERNE COUNTY HEADSTART, INC. RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$597,569
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$82,436
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$82,436
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$356,966
Value of total assets at end of year2010-12-31$3,176,252
Value of total assets at beginning of year2010-12-31$2,661,119
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$35,142
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$400,000
If this is an individual account plan, was there a blackout period2010-12-31No
Funding deficiency by the employer to the plan for this plan year2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$0
Amount contributed by the employer to the plan for this plan year2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$1,702
Administrative expenses (other) incurred2010-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$515,133
Value of net assets at end of year (total assets less liabilities)2010-12-31$3,176,252
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$2,661,119
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$1,921,761
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$1,495,777
Interest earned on other investments2010-12-31$35,142
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$1,254,491
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$1,096,599
Net investment gain/loss from pooled separate accounts2010-12-31$205,461
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$355,264
Employer contributions (assets) at end of year2010-12-31$0
Employer contributions (assets) at beginning of year2010-12-31$68,743
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$82,436
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 name2010-12-31SNYDER & CLEMENTE ACCOUNTANTS & CON
Accountancy firm EIN2010-12-31232535812
2009 : LUZERNE COUNTY HEADSTART, INC. RETIREMENT PLAN 2009 401k financial data
Funding deficiency by the employer to the plan for this plan year2009-12-31$0
Minimum employer required contribution for this plan year2009-12-31$0
Amount contributed by the employer to the plan for this plan year2009-12-31$0

Form 5500 Responses for LUZERNE COUNTY HEADSTART, INC. RETIREMENT PLAN

2022: LUZERNE COUNTY HEADSTART, INC. RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: LUZERNE COUNTY HEADSTART, INC. RETIREMENT 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: LUZERNE COUNTY HEADSTART, INC. RETIREMENT 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: LUZERNE COUNTY HEADSTART, INC. RETIREMENT 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: LUZERNE COUNTY HEADSTART, INC. RETIREMENT 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: LUZERNE COUNTY HEADSTART, INC. RETIREMENT 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: LUZERNE COUNTY HEADSTART, INC. RETIREMENT 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: LUZERNE COUNTY HEADSTART, INC. RETIREMENT 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: LUZERNE COUNTY HEADSTART, INC. RETIREMENT 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: LUZERNE COUNTY HEADSTART, INC. RETIREMENT 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: LUZERNE COUNTY HEADSTART, INC. RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: LUZERNE COUNTY HEADSTART, INC. RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2010: LUZERNE COUNTY HEADSTART, INC. RETIREMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2009: LUZERNE COUNTY HEADSTART, INC. RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number804194
Policy instance 1
Insurance contract or identification number804194
Number of Individuals Covered0
Insurance policy start date2022-01-01
Insurance policy end date2022-07-11
Total amount of commissions paid to insurance brokerUSD $9,639
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $9,639
Insurance broker organization code?3
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number804194
Policy instance 1
Insurance contract or identification number804194
Number of Individuals Covered291
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $20,404
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $20,404
Insurance broker organization code?3
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number804194
Policy instance 1
Insurance contract or identification number804194
Number of Individuals Covered297
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $19,165
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $19,165
Insurance broker organization code?3
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number804194
Policy instance 1
Insurance contract or identification number804194
Number of Individuals Covered272
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $17,797
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $17,797
Insurance broker organization code?3
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number804194
Policy instance 1
Insurance contract or identification number804194
Number of Individuals Covered266
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $16,744
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $16,744
Insurance broker organization code?3
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number804194
Policy instance 1
Insurance contract or identification number804194
Number of Individuals Covered243
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $15,044
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $15,044
Insurance broker organization code?3
Insurance broker nameTBS AGENCY INC
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number804194-000
Policy instance 1
Insurance contract or identification number804194-000
Number of Individuals Covered223
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $12,945
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $12,945
Insurance broker organization code?3
Insurance broker nameTBS AGENCY
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number804194-000
Policy instance 1
Insurance contract or identification number804194-000
Number of Individuals Covered216
Insurance policy start date2014-01-01
Insurance policy end date2014-04-30
Total amount of commissions paid to insurance brokerUSD $12,410
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $12,410
Insurance broker organization code?3
Insurance broker nameTBS AGENCY
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number804194000
Policy instance 2
Insurance contract or identification number804194000
Number of Individuals Covered224
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $7,315
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,315
Insurance broker organization code?3
Insurance broker nameTBS AGENCY INC
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-110261
Policy instance 1
Insurance contract or identification numberGA-110261
Number of Individuals Covered0
Insurance policy start date2013-01-01
Insurance policy end date2013-04-30
Total amount of commissions paid to insurance brokerUSD $2,370
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,370
Insurance broker organization code?3
Insurance broker nameCAMBRIDGE INVESTMENT RESRCH
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-110261
Policy instance 1
Insurance contract or identification numberGA-110261
Number of Individuals Covered231
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $8,871
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $8,871
Insurance broker organization code?3
Insurance broker nameTBS AGENCY INC.
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-110261
Policy instance 1
Insurance contract or identification numberGA-110261
Number of Individuals Covered245
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $4,038
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-110261
Policy instance 1
Insurance contract or identification numberGA-110261
Number of Individuals Covered222
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $6,972
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,972
Insurance broker organization code?3
Insurance broker nameTOWER SQUARE SECURITIES INC.

Potentially related plans

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

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

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

See full terms and conditions

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