401k Plan data: WESTMORELAND COMMUNITY ACTION 403(B) RETIREMENT PLAN plan

WESTMORELAND COMMUNITY ACTION 403(B) RETIREMENT PLAN 401k Plan overview

Plan Name	WESTMORELAND COMMUNITY ACTION 403(B) RETIREMENT PLAN
Plan identification number	001

WESTMORELAND COMMUNITY ACTION 403(B) RETIREMENT PLAN Benefits

401k Plan Type

Defined 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.
Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
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

WESTMORELAND COMMUNITY ACTION has sponsored the creation of one or more 401k plans.

Company Name: WESTMORELAND COMMUNITY ACTION

Employer identification number (EIN): 251383079

NAIC Classification: 624100
NAIC Description: Individual and Family Services

Additional information about WESTMORELAND COMMUNITY ACTION

Jurisdiction of Incorporation: COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF STATE

Incorporation Date:

Company Identification Number: 711333

More information about WESTMORELAND COMMUNITY ACTION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WESTMORELAND COMMUNITY ACTION 403(B) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2021-07-01
001 2020-07-01
001 2019-07-01
001 2018-07-01
001 2017-07-01
001 2016-07-01 JEFFREY DIEHL
001 2015-07-01 JEFFREY DIEHL
001 2014-07-01 JEFFREY DIEHL
001 2013-07-01 JEFFREY DIEHL
001 2012-07-01 JEFFREY DIEHL
001 2011-07-01 JEFFREY DIEHL
001 2010-07-01 JEFFREY D. DIEHL
001 2009-07-01 JEFFREY D. DIEHL
001 2009-07-01 JEFFREY D. DIEHL
001 2009-07-01 JEFFREY D. DIEHL 2012-04-13
001 2009-07-01 JEFFREY D. DIEHL

Plan Statistics for WESTMORELAND COMMUNITY ACTION 403(B) RETIREMENT PLAN

401k plan membership statisitcs for WESTMORELAND COMMUNITY ACTION 403(B) RETIREMENT PLAN

Measure Date Value
2021: WESTMORELAND COMMUNITY ACTION 403(B) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-07-01 298
Total number of active participants reported on line 7a of the Form 5500 2021-07-01 219
Number of retired or separated participants receiving benefits 2021-07-01 8
Number of other retired or separated participants entitled to future benefits 2021-07-01 84
Total of all active and inactive participants 2021-07-01 311
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-07-01 0
Total participants 2021-07-01 311
Number of participants with account balances 2021-07-01 189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-07-01 1
2020: WESTMORELAND COMMUNITY ACTION 403(B) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-07-01 304
Total number of active participants reported on line 7a of the Form 5500 2020-07-01 203
Number of retired or separated participants receiving benefits 2020-07-01 2
Number of other retired or separated participants entitled to future benefits 2020-07-01 93
Total of all active and inactive participants 2020-07-01 298
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-07-01 0
Total participants 2020-07-01 298
Number of participants with account balances 2020-07-01 197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-07-01 1
2019: WESTMORELAND COMMUNITY ACTION 403(B) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-07-01 306
Total number of active participants reported on line 7a of the Form 5500 2019-07-01 223
Number of retired or separated participants receiving benefits 2019-07-01 0
Number of other retired or separated participants entitled to future benefits 2019-07-01 80
Total of all active and inactive participants 2019-07-01 303
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-07-01 0
Total participants 2019-07-01 303
Number of participants with account balances 2019-07-01 129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-07-01 0
2018: WESTMORELAND COMMUNITY ACTION 403(B) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-07-01 271
Total number of active participants reported on line 7a of the Form 5500 2018-07-01 209
Number of other retired or separated participants entitled to future benefits 2018-07-01 97
Total of all active and inactive participants 2018-07-01 306
Total participants 2018-07-01 306
Number of participants with account balances 2018-07-01 210
2017: WESTMORELAND COMMUNITY ACTION 403(B) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-07-01 298
Total number of active participants reported on line 7a of the Form 5500 2017-07-01 171
Number of retired or separated participants receiving benefits 2017-07-01 0
Number of other retired or separated participants entitled to future benefits 2017-07-01 100
Total of all active and inactive participants 2017-07-01 271
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-07-01 0
Total participants 2017-07-01 271
Number of participants with account balances 2017-07-01 208
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-07-01 0
2016: WESTMORELAND COMMUNITY ACTION 403(B) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-07-01 231
Total number of active participants reported on line 7a of the Form 5500 2016-07-01 183
Number of retired or separated participants receiving benefits 2016-07-01 0
Number of other retired or separated participants entitled to future benefits 2016-07-01 115
Total of all active and inactive participants 2016-07-01 298
Total participants 2016-07-01 298
Number of participants with account balances 2016-07-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-07-01 226
2015: WESTMORELAND COMMUNITY ACTION 403(B) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-07-01 287
Total number of active participants reported on line 7a of the Form 5500 2015-07-01 193
Number of retired or separated participants receiving benefits 2015-07-01 1
Number of other retired or separated participants entitled to future benefits 2015-07-01 37
Total of all active and inactive participants 2015-07-01 231
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-07-01 0
Total participants 2015-07-01 231
Number of participants with account balances 2015-07-01 161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-07-01 4
2014: WESTMORELAND COMMUNITY ACTION 403(B) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-07-01 288
Total number of active participants reported on line 7a of the Form 5500 2014-07-01 196
Number of retired or separated participants receiving benefits 2014-07-01 0
Number of other retired or separated participants entitled to future benefits 2014-07-01 91
Total of all active and inactive participants 2014-07-01 287
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-07-01 0
Total participants 2014-07-01 287
Number of participants with account balances 2014-07-01 231
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-07-01 0
2013: WESTMORELAND COMMUNITY ACTION 403(B) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-07-01 310
Total number of active participants reported on line 7a of the Form 5500 2013-07-01 190
Number of retired or separated participants receiving benefits 2013-07-01 0
Number of other retired or separated participants entitled to future benefits 2013-07-01 98
Total of all active and inactive participants 2013-07-01 288
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-07-01 0
Total participants 2013-07-01 288
Number of participants with account balances 2013-07-01 222
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-07-01 0
2012: WESTMORELAND COMMUNITY ACTION 403(B) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-07-01 305
Total number of active participants reported on line 7a of the Form 5500 2012-07-01 200
Number of retired or separated participants receiving benefits 2012-07-01 0
Number of other retired or separated participants entitled to future benefits 2012-07-01 110
Total of all active and inactive participants 2012-07-01 310
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-07-01 0
Total participants 2012-07-01 310
Number of participants with account balances 2012-07-01 222
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-07-01 0
2011: WESTMORELAND COMMUNITY ACTION 403(B) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-07-01 257
Total number of active participants reported on line 7a of the Form 5500 2011-07-01 206
Number of other retired or separated participants entitled to future benefits 2011-07-01 99
Total of all active and inactive participants 2011-07-01 305
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-07-01 0
Total participants 2011-07-01 305
Number of participants with account balances 2011-07-01 218
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-07-01 3
2010: WESTMORELAND COMMUNITY ACTION 403(B) RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year 2010-07-01 216
Total number of active participants reported on line 7a of the Form 5500 2010-07-01 202
Number of other retired or separated participants entitled to future benefits 2010-07-01 55
Total of all active and inactive participants 2010-07-01 257
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-07-01 0
Total participants 2010-07-01 257
Number of participants with account balances 2010-07-01 202
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-07-01 0
2009: WESTMORELAND COMMUNITY ACTION 403(B) RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-07-01 209
Total number of active participants reported on line 7a of the Form 5500 2009-07-01 197
Number of retired or separated participants receiving benefits 2009-07-01 0
Number of other retired or separated participants entitled to future benefits 2009-07-01 19
Total of all active and inactive participants 2009-07-01 216
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-07-01 0
Total participants 2009-07-01 216
Number of participants with account balances 2009-07-01 137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-07-01 0

Measure	Date	Value
2021: WESTMORELAND COMMUNITY ACTION 403(B) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-07-01	298
Total number of active participants reported on line 7a of the Form 5500	2021-07-01	219
Number of retired or separated participants receiving benefits	2021-07-01	8
Number of other retired or separated participants entitled to future benefits	2021-07-01	84
Total of all active and inactive participants	2021-07-01	311
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-07-01	0
Total participants	2021-07-01	311
Number of participants with account balances	2021-07-01	189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-07-01	1
2020: WESTMORELAND COMMUNITY ACTION 403(B) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-07-01	304
Total number of active participants reported on line 7a of the Form 5500	2020-07-01	203
Number of retired or separated participants receiving benefits	2020-07-01	2
Number of other retired or separated participants entitled to future benefits	2020-07-01	93
Total of all active and inactive participants	2020-07-01	298
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-07-01	0
Total participants	2020-07-01	298
Number of participants with account balances	2020-07-01	197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-07-01	1
2019: WESTMORELAND COMMUNITY ACTION 403(B) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-07-01	306
Total number of active participants reported on line 7a of the Form 5500	2019-07-01	223
Number of retired or separated participants receiving benefits	2019-07-01	0
Number of other retired or separated participants entitled to future benefits	2019-07-01	80
Total of all active and inactive participants	2019-07-01	303
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-07-01	0
Total participants	2019-07-01	303
Number of participants with account balances	2019-07-01	129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-07-01	0
2018: WESTMORELAND COMMUNITY ACTION 403(B) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-07-01	271
Total number of active participants reported on line 7a of the Form 5500	2018-07-01	209
Number of other retired or separated participants entitled to future benefits	2018-07-01	97
Total of all active and inactive participants	2018-07-01	306
Total participants	2018-07-01	306
Number of participants with account balances	2018-07-01	210
2017: WESTMORELAND COMMUNITY ACTION 403(B) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-07-01	298
Total number of active participants reported on line 7a of the Form 5500	2017-07-01	171
Number of retired or separated participants receiving benefits	2017-07-01	0
Number of other retired or separated participants entitled to future benefits	2017-07-01	100
Total of all active and inactive participants	2017-07-01	271
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-07-01	0
Total participants	2017-07-01	271
Number of participants with account balances	2017-07-01	208
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-07-01	0
2016: WESTMORELAND COMMUNITY ACTION 403(B) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-07-01	231
Total number of active participants reported on line 7a of the Form 5500	2016-07-01	183
Number of retired or separated participants receiving benefits	2016-07-01	0
Number of other retired or separated participants entitled to future benefits	2016-07-01	115
Total of all active and inactive participants	2016-07-01	298
Total participants	2016-07-01	298
Number of participants with account balances	2016-07-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-07-01	226
2015: WESTMORELAND COMMUNITY ACTION 403(B) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-07-01	287
Total number of active participants reported on line 7a of the Form 5500	2015-07-01	193
Number of retired or separated participants receiving benefits	2015-07-01	1
Number of other retired or separated participants entitled to future benefits	2015-07-01	37
Total of all active and inactive participants	2015-07-01	231
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-07-01	0
Total participants	2015-07-01	231
Number of participants with account balances	2015-07-01	161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-07-01	4
2014: WESTMORELAND COMMUNITY ACTION 403(B) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-07-01	288
Total number of active participants reported on line 7a of the Form 5500	2014-07-01	196
Number of retired or separated participants receiving benefits	2014-07-01	0
Number of other retired or separated participants entitled to future benefits	2014-07-01	91
Total of all active and inactive participants	2014-07-01	287
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-07-01	0
Total participants	2014-07-01	287
Number of participants with account balances	2014-07-01	231
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-07-01	0
2013: WESTMORELAND COMMUNITY ACTION 403(B) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-07-01	310
Total number of active participants reported on line 7a of the Form 5500	2013-07-01	190
Number of retired or separated participants receiving benefits	2013-07-01	0
Number of other retired or separated participants entitled to future benefits	2013-07-01	98
Total of all active and inactive participants	2013-07-01	288
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-07-01	0
Total participants	2013-07-01	288
Number of participants with account balances	2013-07-01	222
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-07-01	0
2012: WESTMORELAND COMMUNITY ACTION 403(B) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-07-01	305
Total number of active participants reported on line 7a of the Form 5500	2012-07-01	200
Number of retired or separated participants receiving benefits	2012-07-01	0
Number of other retired or separated participants entitled to future benefits	2012-07-01	110
Total of all active and inactive participants	2012-07-01	310
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-07-01	0
Total participants	2012-07-01	310
Number of participants with account balances	2012-07-01	222
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-07-01	0
2011: WESTMORELAND COMMUNITY ACTION 403(B) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-07-01	257
Total number of active participants reported on line 7a of the Form 5500	2011-07-01	206
Number of other retired or separated participants entitled to future benefits	2011-07-01	99
Total of all active and inactive participants	2011-07-01	305
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-07-01	0
Total participants	2011-07-01	305
Number of participants with account balances	2011-07-01	218
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-07-01	3
2010: WESTMORELAND COMMUNITY ACTION 403(B) RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year	2010-07-01	216
Total number of active participants reported on line 7a of the Form 5500	2010-07-01	202
Number of other retired or separated participants entitled to future benefits	2010-07-01	55
Total of all active and inactive participants	2010-07-01	257
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-07-01	0
Total participants	2010-07-01	257
Number of participants with account balances	2010-07-01	202
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-07-01	0
2009: WESTMORELAND COMMUNITY ACTION 403(B) RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-07-01	209
Total number of active participants reported on line 7a of the Form 5500	2009-07-01	197
Number of retired or separated participants receiving benefits	2009-07-01	0
Number of other retired or separated participants entitled to future benefits	2009-07-01	19
Total of all active and inactive participants	2009-07-01	216
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-07-01	0
Total participants	2009-07-01	216
Number of participants with account balances	2009-07-01	137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-07-01	0

Financial Data on WESTMORELAND COMMUNITY ACTION 403(B) RETIREMENT PLAN

Measure	Date	Value
2022 : WESTMORELAND COMMUNITY ACTION 403(B) RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-06-30	$0
Total income from all sources (including contributions)	2022-06-30	$-556,775
Total loss/gain on sale of assets	2022-06-30	$0
Total of all expenses incurred	2022-06-30	$909,933
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-06-30	$889,144
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-06-30	$481,591
Value of total assets at end of year	2022-06-30	$6,341,644
Value of total assets at beginning of year	2022-06-30	$7,808,352
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-06-30	$20,789
Total interest from all sources	2022-06-30	$17,664
Total dividends received (eg from common stock, registered investment company shares)	2022-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-06-30	No
Was this plan covered by a fidelity bond	2022-06-30	Yes
Value of fidelity bond cover	2022-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2022-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2022-06-30	No
Contributions received from participants	2022-06-30	$261,679
Participant contributions at end of year	2022-06-30	$142,805
Participant contributions at beginning of year	2022-06-30	$148,356
Participant contributions at end of year	2022-06-30	$8,975
Participant contributions at beginning of year	2022-06-30	$5,851
Income. Received or receivable in cash from other sources (including rollovers)	2022-06-30	$16,201
Other income not declared elsewhere	2022-06-30	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-06-30	No
Value of net income/loss	2022-06-30	$-1,466,708
Value of net assets at end of year (total assets less liabilities)	2022-06-30	$6,341,644
Value of net assets at beginning of year (total assets less liabilities)	2022-06-30	$7,808,352
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-06-30	No
Were any leases to which the plan was party in default or uncollectible	2022-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-06-30	$5,424,317
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-06-30	$6,871,567
Interest on participant loans	2022-06-30	$2,840
Interest earned on other investments	2022-06-30	$14,824
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-06-30	$759,115
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-06-30	$777,912
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-06-30	$-1,056,030
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-06-30	No
Was there a failure to transmit to the plan any participant contributions	2022-06-30	No
Has the plan failed to provide any benefit when due under the plan	2022-06-30	No
Contributions received in cash from employer	2022-06-30	$203,711
Employer contributions (assets) at end of year	2022-06-30	$6,432
Employer contributions (assets) at beginning of year	2022-06-30	$4,666
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-06-30	$889,144
Contract administrator fees	2022-06-30	$20,789
Did the plan have assets held for investment	2022-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-06-30	No
Opinion of an independent qualified public accountant for this plan	2022-06-30	Disclaimer
Accountancy firm name	2022-06-30	ZELENKOFSKE AXELROD LLC
Accountancy firm EIN	2022-06-30	233022325
2021 : WESTMORELAND COMMUNITY ACTION 403(B) RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-06-30	$0
Total income from all sources (including contributions)	2021-06-30	$2,309,718
Total loss/gain on sale of assets	2021-06-30	$0
Total of all expenses incurred	2021-06-30	$1,566,938
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-06-30	$1,546,607
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-06-30	$460,728
Value of total assets at end of year	2021-06-30	$7,808,352
Value of total assets at beginning of year	2021-06-30	$7,065,572
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-06-30	$20,331
Total interest from all sources	2021-06-30	$4,804
Total dividends received (eg from common stock, registered investment company shares)	2021-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-06-30	No
Was this plan covered by a fidelity bond	2021-06-30	Yes
Value of fidelity bond cover	2021-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2021-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2021-06-30	No
Contributions received from participants	2021-06-30	$242,112
Participant contributions at end of year	2021-06-30	$148,356
Participant contributions at beginning of year	2021-06-30	$183,958
Participant contributions at end of year	2021-06-30	$5,851
Participant contributions at beginning of year	2021-06-30	$7,291
Income. Received or receivable in cash from other sources (including rollovers)	2021-06-30	$21,546
Other income not declared elsewhere	2021-06-30	$15,687
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-06-30	No
Value of net income/loss	2021-06-30	$742,780
Value of net assets at end of year (total assets less liabilities)	2021-06-30	$7,808,352
Value of net assets at beginning of year (total assets less liabilities)	2021-06-30	$7,065,572
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-06-30	No
Were any leases to which the plan was party in default or uncollectible	2021-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-06-30	$6,871,567
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-06-30	$6,138,735
Interest on participant loans	2021-06-30	$4,804
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-06-30	$777,912
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-06-30	$729,869
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-06-30	$1,828,499
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-06-30	No
Was there a failure to transmit to the plan any participant contributions	2021-06-30	No
Has the plan failed to provide any benefit when due under the plan	2021-06-30	No
Contributions received in cash from employer	2021-06-30	$197,070
Employer contributions (assets) at end of year	2021-06-30	$4,666
Employer contributions (assets) at beginning of year	2021-06-30	$5,719
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-06-30	$1,546,607
Contract administrator fees	2021-06-30	$20,331
Did the plan have assets held for investment	2021-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-06-30	No
Opinion of an independent qualified public accountant for this plan	2021-06-30	Disclaimer
Accountancy firm name	2021-06-30	ZELENKOFSKE AXELROD LLC
Accountancy firm EIN	2021-06-30	233022325
2020 : WESTMORELAND COMMUNITY ACTION 403(B) RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-06-30	$0
Total income from all sources (including contributions)	2020-06-30	$737,487
Total loss/gain on sale of assets	2020-06-30	$0
Total of all expenses incurred	2020-06-30	$581,278
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-06-30	$562,438
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-06-30	$461,760
Value of total assets at end of year	2020-06-30	$7,065,572
Value of total assets at beginning of year	2020-06-30	$6,909,363
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-06-30	$18,840
Total interest from all sources	2020-06-30	$21,029
Total dividends received (eg from common stock, registered investment company shares)	2020-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-06-30	No
Was this plan covered by a fidelity bond	2020-06-30	Yes
Value of fidelity bond cover	2020-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2020-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2020-06-30	No
Contributions received from participants	2020-06-30	$246,570
Participant contributions at end of year	2020-06-30	$183,958
Participant contributions at beginning of year	2020-06-30	$172,051
Participant contributions at end of year	2020-06-30	$7,291
Participant contributions at beginning of year	2020-06-30	$4,357
Other income not declared elsewhere	2020-06-30	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-06-30	No
Value of net income/loss	2020-06-30	$156,209
Value of net assets at end of year (total assets less liabilities)	2020-06-30	$7,065,572
Value of net assets at beginning of year (total assets less liabilities)	2020-06-30	$6,909,363
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-06-30	No
Were any leases to which the plan was party in default or uncollectible	2020-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-06-30	$6,138,735
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-06-30	$6,026,415
Interest on participant loans	2020-06-30	$4,332
Interest earned on other investments	2020-06-30	$16,697
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-06-30	$729,869
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-06-30	$702,749
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-06-30	$254,698
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-06-30	No
Was there a failure to transmit to the plan any participant contributions	2020-06-30	No
Has the plan failed to provide any benefit when due under the plan	2020-06-30	No
Contributions received in cash from employer	2020-06-30	$215,190
Employer contributions (assets) at end of year	2020-06-30	$5,719
Employer contributions (assets) at beginning of year	2020-06-30	$3,791
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-06-30	$562,438
Contract administrator fees	2020-06-30	$18,840
Did the plan have assets held for investment	2020-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2020-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2020-06-30	Disclaimer
Accountancy firm name	2020-06-30	ZELENKOFSKE AXELROD LLC
Accountancy firm EIN	2020-06-30	233022325
2019 : WESTMORELAND COMMUNITY ACTION 403(B) RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-06-30	$0
Total income from all sources (including contributions)	2019-06-30	$884,363
Total loss/gain on sale of assets	2019-06-30	$0
Total of all expenses incurred	2019-06-30	$510,716
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-06-30	$487,618
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-06-30	$433,538
Value of total assets at end of year	2019-06-30	$6,909,363
Value of total assets at beginning of year	2019-06-30	$6,535,716
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-06-30	$23,098
Total interest from all sources	2019-06-30	$21,225
Total dividends received (eg from common stock, registered investment company shares)	2019-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-06-30	No
Was this plan covered by a fidelity bond	2019-06-30	Yes
Value of fidelity bond cover	2019-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2019-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2019-06-30	No
Contributions received from participants	2019-06-30	$231,758
Participant contributions at end of year	2019-06-30	$172,051
Participant contributions at beginning of year	2019-06-30	$167,960
Participant contributions at end of year	2019-06-30	$4,357
Participant contributions at beginning of year	2019-06-30	$10,403
Other income not declared elsewhere	2019-06-30	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-06-30	No
Value of net income/loss	2019-06-30	$373,647
Value of net assets at end of year (total assets less liabilities)	2019-06-30	$6,909,363
Value of net assets at beginning of year (total assets less liabilities)	2019-06-30	$6,535,716
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-06-30	No
Were any leases to which the plan was party in default or uncollectible	2019-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-06-30	$6,026,415
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-06-30	$5,637,919
Interest on participant loans	2019-06-30	$5,660
Interest earned on other investments	2019-06-30	$15,565
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-06-30	$702,749
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-06-30	$710,583
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-06-30	$429,600
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-06-30	No
Was there a failure to transmit to the plan any participant contributions	2019-06-30	No
Has the plan failed to provide any benefit when due under the plan	2019-06-30	No
Contributions received in cash from employer	2019-06-30	$201,780
Employer contributions (assets) at end of year	2019-06-30	$3,791
Employer contributions (assets) at beginning of year	2019-06-30	$8,851
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-06-30	$487,618
Contract administrator fees	2019-06-30	$23,098
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2019-06-30	No
Did the plan have assets held for investment	2019-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2019-06-30	Disclaimer
Accountancy firm name	2019-06-30	ZELENKOFSKE AXELROD LLC
Accountancy firm EIN	2019-06-30	233022325
2018 : WESTMORELAND COMMUNITY ACTION 403(B) RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-06-30	$0
Total income from all sources (including contributions)	2018-06-30	$976,506
Total loss/gain on sale of assets	2018-06-30	$0
Total of all expenses incurred	2018-06-30	$747,944
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-06-30	$726,117
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-06-30	$453,606
Value of total assets at end of year	2018-06-30	$6,535,716
Value of total assets at beginning of year	2018-06-30	$6,307,154
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-06-30	$21,827
Total interest from all sources	2018-06-30	$22,139
Total dividends received (eg from common stock, registered investment company shares)	2018-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-06-30	No
Was this plan covered by a fidelity bond	2018-06-30	Yes
Value of fidelity bond cover	2018-06-30	$500,000
If this is an individual account plan, was there a blackout period	2018-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2018-06-30	No
Contributions received from participants	2018-06-30	$249,343
Participant contributions at end of year	2018-06-30	$167,960
Participant contributions at beginning of year	2018-06-30	$198,854
Participant contributions at end of year	2018-06-30	$10,403
Participant contributions at beginning of year	2018-06-30	$7,174
Income. Received or receivable in cash from other sources (including rollovers)	2018-06-30	$4,345
Other income not declared elsewhere	2018-06-30	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-06-30	No
Value of net income/loss	2018-06-30	$228,562
Value of net assets at end of year (total assets less liabilities)	2018-06-30	$6,535,716
Value of net assets at beginning of year (total assets less liabilities)	2018-06-30	$6,307,154
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-06-30	No
Were any leases to which the plan was party in default or uncollectible	2018-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-06-30	$5,637,919
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-06-30	$5,245,790
Interest on participant loans	2018-06-30	$3,731
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-06-30	$18,408
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-06-30	$710,583
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-06-30	$849,205
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-06-30	$500,761
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-06-30	No
Was there a failure to transmit to the plan any participant contributions	2018-06-30	No
Has the plan failed to provide any benefit when due under the plan	2018-06-30	No
Contributions received in cash from employer	2018-06-30	$199,918
Employer contributions (assets) at end of year	2018-06-30	$8,851
Employer contributions (assets) at beginning of year	2018-06-30	$6,131
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-06-30	$726,117
Contract administrator fees	2018-06-30	$21,827
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2018-06-30	No
Did the plan have assets held for investment	2018-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2018-06-30	Disclaimer
Accountancy firm name	2018-06-30	ZELENKOFSKE AXELROD LLC
Accountancy firm EIN	2018-06-30	233022325
2017 : WESTMORELAND COMMUNITY ACTION 403(B) RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-06-30	$0
Total income from all sources (including contributions)	2017-06-30	$1,148,457
Total loss/gain on sale of assets	2017-06-30	$0
Total of all expenses incurred	2017-06-30	$913,805
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-06-30	$897,152
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-06-30	$391,447
Value of total assets at end of year	2017-06-30	$6,307,154
Value of total assets at beginning of year	2017-06-30	$6,072,502
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-06-30	$16,653
Total interest from all sources	2017-06-30	$3,129
Total dividends received (eg from common stock, registered investment company shares)	2017-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-06-30	No
Was this plan covered by a fidelity bond	2017-06-30	Yes
Value of fidelity bond cover	2017-06-30	$500,000
If this is an individual account plan, was there a blackout period	2017-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2017-06-30	No
Contributions received from participants	2017-06-30	$212,092
Participant contributions at end of year	2017-06-30	$198,854
Participant contributions at beginning of year	2017-06-30	$207,475
Participant contributions at end of year	2017-06-30	$7,174
Participant contributions at beginning of year	2017-06-30	$10,955
Other income not declared elsewhere	2017-06-30	$29,126
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-06-30	No
Value of net income/loss	2017-06-30	$234,652
Value of net assets at end of year (total assets less liabilities)	2017-06-30	$6,307,154
Value of net assets at beginning of year (total assets less liabilities)	2017-06-30	$6,072,502
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-06-30	No
Were any leases to which the plan was party in default or uncollectible	2017-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-06-30	$5,245,790
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-06-30	$4,723,609
Interest on participant loans	2017-06-30	$3,129
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-06-30	$849,205
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-06-30	$1,121,013
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-06-30	$724,755
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-06-30	No
Was there a failure to transmit to the plan any participant contributions	2017-06-30	No
Has the plan failed to provide any benefit when due under the plan	2017-06-30	No
Contributions received in cash from employer	2017-06-30	$179,355
Employer contributions (assets) at end of year	2017-06-30	$6,131
Employer contributions (assets) at beginning of year	2017-06-30	$9,450
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-06-30	$897,152
Contract administrator fees	2017-06-30	$16,653
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2017-06-30	No
Did the plan have assets held for investment	2017-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2017-06-30	Disclaimer
Accountancy firm name	2017-06-30	ZELENKOFSKE AXELROD LLC
Accountancy firm EIN	2017-06-30	233022325
2016 : WESTMORELAND COMMUNITY ACTION 403(B) RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-06-30	$0
Total income from all sources (including contributions)	2016-06-30	$466,387
Total loss/gain on sale of assets	2016-06-30	$0
Total of all expenses incurred	2016-06-30	$852,694
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-06-30	$828,097
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-06-30	$441,177
Value of total assets at end of year	2016-06-30	$6,052,097
Value of total assets at beginning of year	2016-06-30	$6,438,404
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-06-30	$24,597
Total interest from all sources	2016-06-30	$35,940
Total dividends received (eg from common stock, registered investment company shares)	2016-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-06-30	No
Administrative expenses professional fees incurred	2016-06-30	$24,597
Was this plan covered by a fidelity bond	2016-06-30	Yes
Value of fidelity bond cover	2016-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2016-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2016-06-30	No
Contributions received from participants	2016-06-30	$219,071
Participant contributions at end of year	2016-06-30	$207,475
Participant contributions at beginning of year	2016-06-30	$196,304
Income. Received or receivable in cash from other sources (including rollovers)	2016-06-30	$31,331
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-06-30	No
Value of net income/loss	2016-06-30	$-386,307
Value of net assets at end of year (total assets less liabilities)	2016-06-30	$6,052,097
Value of net assets at beginning of year (total assets less liabilities)	2016-06-30	$6,438,404
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-06-30	No
Were any leases to which the plan was party in default or uncollectible	2016-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-06-30	$4,723,609
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-06-30	$5,374,103
Interest on participant loans	2016-06-30	$7,605
Interest earned on other investments	2016-06-30	$28,335
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-06-30	$1,121,013
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-06-30	$867,997
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-06-30	$-10,730
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-06-30	No
Was there a failure to transmit to the plan any participant contributions	2016-06-30	No
Has the plan failed to provide any benefit when due under the plan	2016-06-30	No
Contributions received in cash from employer	2016-06-30	$190,775
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-06-30	$828,097
Did the plan have assets held for investment	2016-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2016-06-30	Disclaimer
Accountancy firm name	2016-06-30	CASE SABATINI
Accountancy firm EIN	2016-06-30	251371209
2015 : WESTMORELAND COMMUNITY ACTION 403(B) RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-06-30	$0
Total income from all sources (including contributions)	2015-06-30	$686,684
Total loss/gain on sale of assets	2015-06-30	$0
Total of all expenses incurred	2015-06-30	$419,187
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-06-30	$394,491
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-06-30	$432,112
Value of total assets at end of year	2015-06-30	$6,438,404
Value of total assets at beginning of year	2015-06-30	$6,170,907
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-06-30	$24,696
Total interest from all sources	2015-06-30	$33,664
Total dividends received (eg from common stock, registered investment company shares)	2015-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-06-30	No
Was this plan covered by a fidelity bond	2015-06-30	Yes
Value of fidelity bond cover	2015-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2015-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2015-06-30	No
Contributions received from participants	2015-06-30	$225,873
Participant contributions at end of year	2015-06-30	$196,304
Participant contributions at beginning of year	2015-06-30	$168,769
Income. Received or receivable in cash from other sources (including rollovers)	2015-06-30	$10,343
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-06-30	No
Value of net income/loss	2015-06-30	$267,497
Value of net assets at end of year (total assets less liabilities)	2015-06-30	$6,438,404
Value of net assets at beginning of year (total assets less liabilities)	2015-06-30	$6,170,907
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-06-30	No
Were any leases to which the plan was party in default or uncollectible	2015-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-06-30	$5,374,103
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-06-30	$4,701,520
Interest on participant loans	2015-06-30	$2,328
Interest earned on other investments	2015-06-30	$31,336
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-06-30	$867,997
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-06-30	$1,300,618
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-06-30	$220,908
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-06-30	No
Was there a failure to transmit to the plan any participant contributions	2015-06-30	No
Has the plan failed to provide any benefit when due under the plan	2015-06-30	No
Contributions received in cash from employer	2015-06-30	$195,896
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-06-30	$394,491
Contract administrator fees	2015-06-30	$24,696
Did the plan have assets held for investment	2015-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2015-06-30	Disclaimer
Accountancy firm name	2015-06-30	CASE SABATINI
Accountancy firm EIN	2015-06-30	251371209
2014 : WESTMORELAND COMMUNITY ACTION 403(B) RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-06-30	$0
Total income from all sources (including contributions)	2014-06-30	$1,299,174
Total loss/gain on sale of assets	2014-06-30	$0
Total of all expenses incurred	2014-06-30	$841,402
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-06-30	$784,323
Expenses. Certain deemed distributions of participant loans	2014-06-30	$7,998
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-06-30	$436,260
Value of total assets at end of year	2014-06-30	$6,170,907
Value of total assets at beginning of year	2014-06-30	$5,713,135
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-06-30	$49,081
Total interest from all sources	2014-06-30	$49,814
Total dividends received (eg from common stock, registered investment company shares)	2014-06-30	$140,410
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-06-30	$140,410
Was this plan covered by a fidelity bond	2014-06-30	Yes
Value of fidelity bond cover	2014-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2014-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2014-06-30	No
Contributions received from participants	2014-06-30	$240,123
Participant contributions at end of year	2014-06-30	$168,769
Participant contributions at beginning of year	2014-06-30	$184,706
Income. Received or receivable in cash from other sources (including rollovers)	2014-06-30	$1,487
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-06-30	No
Value of net income/loss	2014-06-30	$457,772
Value of net assets at end of year (total assets less liabilities)	2014-06-30	$6,170,907
Value of net assets at beginning of year (total assets less liabilities)	2014-06-30	$5,713,135
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-06-30	No
Were any leases to which the plan was party in default or uncollectible	2014-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-06-30	$4,701,520
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-06-30	$4,007,770
Interest on participant loans	2014-06-30	$971
Interest earned on other investments	2014-06-30	$48,843
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-06-30	$1,300,618
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-06-30	$1,520,659
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-06-30	$672,690
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-06-30	No
Was there a failure to transmit to the plan any participant contributions	2014-06-30	No
Has the plan failed to provide any benefit when due under the plan	2014-06-30	No
Contributions received in cash from employer	2014-06-30	$194,650
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-06-30	$784,323
Contract administrator fees	2014-06-30	$49,081
Did the plan have assets held for investment	2014-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2014-06-30	Disclaimer
Accountancy firm name	2014-06-30	CASE SABATINI
Accountancy firm EIN	2014-06-30	251371209
2013 : WESTMORELAND COMMUNITY ACTION 403(B) RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-06-30	$0
Total income from all sources (including contributions)	2013-06-30	$973,965
Total loss/gain on sale of assets	2013-06-30	$0
Total of all expenses incurred	2013-06-30	$406,205
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-06-30	$364,733
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-06-30	$389,719
Value of total assets at end of year	2013-06-30	$5,713,135
Value of total assets at beginning of year	2013-06-30	$5,145,375
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-06-30	$41,472
Total interest from all sources	2013-06-30	$54,438
Total dividends received (eg from common stock, registered investment company shares)	2013-06-30	$84,832
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-06-30	$84,832
Was this plan covered by a fidelity bond	2013-06-30	Yes
Value of fidelity bond cover	2013-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2013-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2013-06-30	No
Contributions received from participants	2013-06-30	$205,597
Participant contributions at end of year	2013-06-30	$184,706
Participant contributions at beginning of year	2013-06-30	$233,497
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-06-30	No
Value of net income/loss	2013-06-30	$567,760
Value of net assets at end of year (total assets less liabilities)	2013-06-30	$5,713,135
Value of net assets at beginning of year (total assets less liabilities)	2013-06-30	$5,145,375
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-06-30	No
Were any leases to which the plan was party in default or uncollectible	2013-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-06-30	$4,007,770
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-06-30	$3,435,592
Interest on participant loans	2013-06-30	$613
Interest earned on other investments	2013-06-30	$53,825
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-06-30	$1,520,659
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-06-30	$1,476,286
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-06-30	$444,976
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-06-30	No
Was there a failure to transmit to the plan any participant contributions	2013-06-30	No
Has the plan failed to provide any benefit when due under the plan	2013-06-30	No
Contributions received in cash from employer	2013-06-30	$184,122
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-06-30	$364,733
Contract administrator fees	2013-06-30	$41,472
Did the plan have assets held for investment	2013-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-06-30	No
Opinion of an independent qualified public accountant for this plan	2013-06-30	Unqualified
Accountancy firm name	2013-06-30	CASE SABATINI
Accountancy firm EIN	2013-06-30	251371209
2012 : WESTMORELAND COMMUNITY ACTION 403(B) RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-06-30	$0
Total income from all sources (including contributions)	2012-06-30	$426,733
Total loss/gain on sale of assets	2012-06-30	$0
Total of all expenses incurred	2012-06-30	$425,107
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-06-30	$414,126
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-06-30	$384,550
Value of total assets at end of year	2012-06-30	$5,145,375
Value of total assets at beginning of year	2012-06-30	$5,143,749
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-06-30	$10,981
Total interest from all sources	2012-06-30	$51,908
Total dividends received (eg from common stock, registered investment company shares)	2012-06-30	$5,501
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-06-30	$5,501
Was this plan covered by a fidelity bond	2012-06-30	Yes
Value of fidelity bond cover	2012-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2012-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2012-06-30	No
Contributions received from participants	2012-06-30	$194,106
Participant contributions at end of year	2012-06-30	$233,497
Participant contributions at beginning of year	2012-06-30	$263,596
Income. Received or receivable in cash from other sources (including rollovers)	2012-06-30	$11,938
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-06-30	No
Value of net income/loss	2012-06-30	$1,626
Value of net assets at end of year (total assets less liabilities)	2012-06-30	$5,145,375
Value of net assets at beginning of year (total assets less liabilities)	2012-06-30	$5,143,749
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-06-30	No
Were any leases to which the plan was party in default or uncollectible	2012-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-06-30	$3,435,592
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-06-30	$3,812,945
Interest on participant loans	2012-06-30	$10
Interest earned on other investments	2012-06-30	$51,898
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-06-30	$1,476,286
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-06-30	$1,067,208
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-06-30	$-15,226
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-06-30	No
Was there a failure to transmit to the plan any participant contributions	2012-06-30	No
Has the plan failed to provide any benefit when due under the plan	2012-06-30	No
Contributions received in cash from employer	2012-06-30	$178,506
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-06-30	$414,126
Contract administrator fees	2012-06-30	$10,981
Did the plan have assets held for investment	2012-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-06-30	No
Opinion of an independent qualified public accountant for this plan	2012-06-30	Unqualified
Accountancy firm name	2012-06-30	CASE SABATINI
Accountancy firm EIN	2012-06-30	251371209
2011 : WESTMORELAND COMMUNITY ACTION 403(B) RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-06-30	$0
Total income from all sources (including contributions)	2011-06-30	$1,364,000
Total loss/gain on sale of assets	2011-06-30	$0
Total of all expenses incurred	2011-06-30	$507,524
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-06-30	$503,616
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-06-30	$431,700
Value of total assets at end of year	2011-06-30	$5,143,749
Value of total assets at beginning of year	2011-06-30	$4,287,273
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-06-30	$3,908
Total interest from all sources	2011-06-30	$47,103
Total dividends received (eg from common stock, registered investment company shares)	2011-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-06-30	No
Was this plan covered by a fidelity bond	2011-06-30	Yes
Value of fidelity bond cover	2011-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2011-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2011-06-30	No
Contributions received from participants	2011-06-30	$218,486
Participant contributions at end of year	2011-06-30	$263,596
Participant contributions at beginning of year	2011-06-30	$303,413
Income. Received or receivable in cash from other sources (including rollovers)	2011-06-30	$4,851
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-06-30	No
Value of net income/loss	2011-06-30	$856,476
Value of net assets at end of year (total assets less liabilities)	2011-06-30	$5,143,749
Value of net assets at beginning of year (total assets less liabilities)	2011-06-30	$4,287,273
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-06-30	No
Were any leases to which the plan was party in default or uncollectible	2011-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-06-30	$3,812,945
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-06-30	$3,025,621
Interest earned on other investments	2011-06-30	$47,103
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-06-30	$1,067,208
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-06-30	$958,239
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-06-30	$885,197
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-06-30	No
Was there a failure to transmit to the plan any participant contributions	2011-06-30	No
Has the plan failed to provide any benefit when due under the plan	2011-06-30	No
Contributions received in cash from employer	2011-06-30	$208,363
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-06-30	$503,616
Contract administrator fees	2011-06-30	$3,908
Did the plan have assets held for investment	2011-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-06-30	No
Opinion of an independent qualified public accountant for this plan	2011-06-30	Unqualified
Accountancy firm name	2011-06-30	SARP & COMPANY, CPA'S
Accountancy firm EIN	2011-06-30	251479220

Form 5500 Responses for WESTMORELAND COMMUNITY ACTION 403(B) RETIREMENT PLAN

2021: WESTMORELAND COMMUNITY ACTION 403(B) RETIREMENT PLAN 2021 form 5500 responses
2021-07-01	Type of plan entity	Single employer plan
2021-07-01	Submission has been amended	No
2021-07-01	This submission is the final filing	No
2021-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-07-01	Plan is a collectively bargained plan	No
2021-07-01	Plan funding arrangement – Insurance	Yes
2021-07-01	Plan funding arrangement – Trust	Yes
2021-07-01	Plan benefit arrangement – Insurance	Yes
2021-07-01	Plan benefit arrangement - Trust	Yes
2020: WESTMORELAND COMMUNITY ACTION 403(B) RETIREMENT PLAN 2020 form 5500 responses
2020-07-01	Type of plan entity	Single employer plan
2020-07-01	Submission has been amended	No
2020-07-01	This submission is the final filing	No
2020-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-07-01	Plan is a collectively bargained plan	No
2020-07-01	Plan funding arrangement – Insurance	Yes
2020-07-01	Plan funding arrangement – Trust	Yes
2020-07-01	Plan benefit arrangement – Insurance	Yes
2020-07-01	Plan benefit arrangement - Trust	Yes
2019: WESTMORELAND COMMUNITY ACTION 403(B) RETIREMENT PLAN 2019 form 5500 responses
2019-07-01	Type of plan entity	Single employer plan
2019-07-01	Submission has been amended	No
2019-07-01	This submission is the final filing	No
2019-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-07-01	Plan is a collectively bargained plan	No
2019-07-01	Plan funding arrangement – Insurance	Yes
2019-07-01	Plan funding arrangement – Trust	Yes
2019-07-01	Plan benefit arrangement – Insurance	Yes
2019-07-01	Plan benefit arrangement - Trust	Yes
2018: WESTMORELAND COMMUNITY ACTION 403(B) RETIREMENT PLAN 2018 form 5500 responses
2018-07-01	Type of plan entity	Single employer plan
2018-07-01	Submission has been amended	No
2018-07-01	This submission is the final filing	No
2018-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-07-01	Plan is a collectively bargained plan	No
2018-07-01	Plan funding arrangement – Insurance	Yes
2018-07-01	Plan funding arrangement – Trust	Yes
2018-07-01	Plan benefit arrangement – Insurance	Yes
2018-07-01	Plan benefit arrangement - Trust	Yes
2017: WESTMORELAND COMMUNITY ACTION 403(B) RETIREMENT PLAN 2017 form 5500 responses
2017-07-01	Type of plan entity	Single employer plan
2017-07-01	Submission has been amended	No
2017-07-01	This submission is the final filing	No
2017-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-07-01	Plan is a collectively bargained plan	No
2017-07-01	Plan funding arrangement – Insurance	Yes
2017-07-01	Plan funding arrangement – Trust	Yes
2017-07-01	Plan benefit arrangement – Insurance	Yes
2017-07-01	Plan benefit arrangement - Trust	Yes
2016: WESTMORELAND COMMUNITY ACTION 403(B) RETIREMENT PLAN 2016 form 5500 responses
2016-07-01	Type of plan entity	Single employer plan
2016-07-01	Submission has been amended	No
2016-07-01	This submission is the final filing	No
2016-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-07-01	Plan is a collectively bargained plan	No
2016-07-01	Plan funding arrangement – Insurance	Yes
2016-07-01	Plan funding arrangement – Trust	Yes
2016-07-01	Plan benefit arrangement – Insurance	Yes
2016-07-01	Plan benefit arrangement - Trust	Yes
2015: WESTMORELAND COMMUNITY ACTION 403(B) RETIREMENT PLAN 2015 form 5500 responses
2015-07-01	Type of plan entity	Single employer plan
2015-07-01	Submission has been amended	No
2015-07-01	This submission is the final filing	No
2015-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-07-01	Plan is a collectively bargained plan	No
2015-07-01	Plan funding arrangement – Insurance	Yes
2015-07-01	Plan funding arrangement – Trust	Yes
2015-07-01	Plan benefit arrangement – Insurance	Yes
2015-07-01	Plan benefit arrangement - Trust	Yes
2014: WESTMORELAND COMMUNITY ACTION 403(B) RETIREMENT PLAN 2014 form 5500 responses
2014-07-01	Type of plan entity	Single employer plan
2014-07-01	Submission has been amended	No
2014-07-01	This submission is the final filing	No
2014-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-07-01	Plan is a collectively bargained plan	No
2014-07-01	Plan funding arrangement – Insurance	Yes
2014-07-01	Plan funding arrangement – Trust	Yes
2014-07-01	Plan benefit arrangement – Insurance	Yes
2014-07-01	Plan benefit arrangement - Trust	Yes
2013: WESTMORELAND COMMUNITY ACTION 403(B) RETIREMENT PLAN 2013 form 5500 responses
2013-07-01	Type of plan entity	Single employer plan
2013-07-01	Submission has been amended	No
2013-07-01	This submission is the final filing	No
2013-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-07-01	Plan is a collectively bargained plan	No
2013-07-01	Plan funding arrangement – Insurance	Yes
2013-07-01	Plan funding arrangement – Trust	Yes
2013-07-01	Plan benefit arrangement – Insurance	Yes
2013-07-01	Plan benefit arrangement - Trust	Yes
2012: WESTMORELAND COMMUNITY ACTION 403(B) RETIREMENT PLAN 2012 form 5500 responses
2012-07-01	Type of plan entity	Single employer plan
2012-07-01	Submission has been amended	Yes
2012-07-01	This submission is the final filing	No
2012-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-07-01	Plan is a collectively bargained plan	No
2012-07-01	Plan funding arrangement – Insurance	Yes
2012-07-01	Plan funding arrangement – Trust	Yes
2012-07-01	Plan benefit arrangement – Insurance	Yes
2012-07-01	Plan benefit arrangement - Trust	Yes
2011: WESTMORELAND COMMUNITY ACTION 403(B) RETIREMENT PLAN 2011 form 5500 responses
2011-07-01	Type of plan entity	Single employer plan
2011-07-01	Submission has been amended	Yes
2011-07-01	This submission is the final filing	No
2011-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-07-01	Plan is a collectively bargained plan	No
2011-07-01	Plan funding arrangement – Insurance	Yes
2011-07-01	Plan funding arrangement – Trust	Yes
2011-07-01	Plan benefit arrangement – Insurance	Yes
2011-07-01	Plan benefit arrangement - Trust	Yes
2010: WESTMORELAND COMMUNITY ACTION 403(B) RETIREMENT PLAN 2010 form 5500 responses
2010-07-01	Type of plan entity	Single employer plan
2010-07-01	Submission has been amended	Yes
2010-07-01	This submission is the final filing	No
2010-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-07-01	Plan is a collectively bargained plan	No
2010-07-01	Plan funding arrangement – Insurance	Yes
2010-07-01	Plan funding arrangement – Trust	Yes
2010-07-01	Plan benefit arrangement – Insurance	Yes
2010-07-01	Plan benefit arrangement - Trust	Yes
2009: WESTMORELAND COMMUNITY ACTION 403(B) RETIREMENT PLAN 2009 form 5500 responses
2009-07-01	Type of plan entity	Single employer plan
2009-07-01	Submission has been amended	Yes
2009-07-01	This submission is the final filing	No
2009-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-07-01	Plan is a collectively bargained plan	No
2009-07-01	Plan funding arrangement – Insurance	Yes
2009-07-01	Plan funding arrangement – Trust	Yes
2009-07-01	Plan benefit arrangement – Insurance	Yes
2009-07-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

MR 61266-1

Policy instance

Insurance contract or identification number	MR 61266-1
Number of Individuals Covered	32
Insurance policy start date	2021-07-01
Insurance policy end date	2022-06-30
Total amount of commissions paid to insurance broker	USD $2,199
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 Broker	USD $2,199
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	COMMISSIONS
Insurance broker organization code?	4

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

EX27509

Policy instance

Insurance contract or identification number	EX27509
Number of Individuals Covered	30
Insurance policy start date	2020-07-01
Insurance policy end date	2021-06-30
Total amount of commissions paid to insurance broker	USD $3,617
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 Broker	USD $3,617
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	SALES AND BASE COMMISSIONS
Insurance broker organization code?	4

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

CR27509

Policy instance

Insurance contract or identification number	CR27509
Number of Individuals Covered	34
Insurance policy start date	2020-07-01
Insurance policy end date	2021-06-30
Total amount of commissions paid to insurance broker	USD $2,525
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 Broker	USD $2,525
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	SALES AND BASE COMMISSIONS
Insurance broker organization code?	4

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

MR 61266-1

Policy instance

Insurance contract or identification number	MR 61266-1
Number of Individuals Covered	203
Insurance policy start date	2020-07-01
Insurance policy end date	2021-06-30
Total amount of commissions paid to insurance broker	USD $2,437
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 Broker	USD $967
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	COMMISSIONS
Insurance broker organization code?	4

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

MR 61266-1

Policy instance

Insurance contract or identification number	MR 61266-1
Number of Individuals Covered	223
Insurance policy start date	2019-07-01
Insurance policy end date	2020-06-30
Total amount of commissions paid to insurance broker	USD $1,931
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 Broker	USD $1,044
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	COMMISSIONS
Insurance broker organization code?	3

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

CR27509

Policy instance

Insurance contract or identification number	CR27509
Number of Individuals Covered	35
Insurance policy start date	2019-07-01
Insurance policy end date	2020-06-30
Total amount of commissions paid to insurance broker	USD $2,224
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 Broker	USD $2,224
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	SALES AND BASE COMMISSIONS
Insurance broker organization code?	4

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

EX27509

Policy instance

Insurance contract or identification number	EX27509
Number of Individuals Covered	32
Insurance policy start date	2019-07-01
Insurance policy end date	2020-06-30
Total amount of commissions paid to insurance broker	USD $3,295
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 Broker	USD $3,295
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	SALES AND BASE COMMISSIONS
Insurance broker organization code?	4

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

MR 61266-1

Policy instance

Insurance contract or identification number	MR 61266-1
Number of Individuals Covered	154
Insurance policy start date	2018-07-01
Insurance policy end date	2019-06-30
Total amount of commissions paid to insurance broker	USD $3,641
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 Broker	USD $1,761
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	COMMISSIONS
Insurance broker organization code?	3

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

MR 61266-1

Policy instance

Insurance contract or identification number	MR 61266-1
Number of Individuals Covered	271
Insurance policy start date	2017-07-01
Insurance policy end date	2018-06-30
Total amount of commissions paid to insurance broker	USD $4,159
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

CR27509

Policy instance

Insurance contract or identification number	CR27509
Number of Individuals Covered	45
Insurance policy start date	2015-07-01
Insurance policy end date	2016-06-30
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

EX27509

Policy instance

Insurance contract or identification number	EX27509
Number of Individuals Covered	40
Insurance policy start date	2015-07-01
Insurance policy end date	2016-06-30
Total amount of commissions paid to insurance broker	USD $3,245
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 Broker	USD $3,245
Insurance broker organization code?	4
Insurance broker name	LINCOLN FINANCIAL ADVISORS

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

MR-61266-1

Policy instance

Insurance contract or identification number	MR-61266-1
Number of Individuals Covered	152
Insurance policy start date	2015-07-01
Insurance policy end date	2016-06-30
Total amount of commissions paid to insurance broker	USD $4,083
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 Broker	USD $2,828
Insurance broker organization code?	3
Insurance broker name	JON ALLAN HENDERSON

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

CR27509

Policy instance

Insurance contract or identification number	CR27509
Number of Individuals Covered	50
Insurance policy start date	2014-07-01
Insurance policy end date	2015-06-30
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

MR-61266-1

Policy instance

Insurance contract or identification number	MR-61266-1
Number of Individuals Covered	154
Insurance policy start date	2014-07-01
Insurance policy end date	2015-06-30
Total amount of commissions paid to insurance broker	USD $3,180
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 Broker	USD $2,202
Insurance broker organization code?	3
Insurance broker name	JON ALLAN HENDERSON

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

EX27509

Policy instance

Insurance contract or identification number	EX27509
Number of Individuals Covered	44
Insurance policy start date	2014-07-01
Insurance policy end date	2015-06-30
Total amount of commissions paid to insurance broker	USD $3,318
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 Broker	USD $3,318
Insurance broker organization code?	4
Insurance broker name	LINCOLN FINANCIAL ADVISORS

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

89340100007

Policy instance

Insurance contract or identification number	89340100007
Number of Individuals Covered	0
Insurance policy start date	2013-07-01
Insurance policy end date	2014-06-30
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

EX27509

Policy instance

Insurance contract or identification number	EX27509
Number of Individuals Covered	46
Insurance policy start date	2013-07-01
Insurance policy end date	2014-06-30
Total amount of commissions paid to insurance broker	USD $2,548
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 Broker	USD $2,548
Insurance broker organization code?	4
Insurance broker name	LINCOLN FINANCIAL ADVISORS

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

CR27509

Policy instance

Insurance contract or identification number	CR27509
Number of Individuals Covered	81
Insurance policy start date	2013-07-01
Insurance policy end date	2014-06-30
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

MR-61266-1

Policy instance

Insurance contract or identification number	MR-61266-1
Number of Individuals Covered	136
Insurance policy start date	2013-07-01
Insurance policy end date	2014-06-30
Total amount of commissions paid to insurance broker	USD $9,701
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 Broker	USD $6,719
Insurance broker organization code?	3
Insurance broker name	JON ALLAN HENDERSON

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

CR27509

Policy instance

Insurance contract or identification number	CR27509
Number of Individuals Covered	98
Insurance policy start date	2012-07-01
Insurance policy end date	2013-06-30
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

89340100007

Policy instance

Insurance contract or identification number	89340100007
Number of Individuals Covered	76
Insurance policy start date	2012-07-01
Insurance policy end date	2013-06-30
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

EX27509

Policy instance

Insurance contract or identification number	EX27509
Number of Individuals Covered	50
Insurance policy start date	2012-07-01
Insurance policy end date	2013-06-30
Total amount of commissions paid to insurance broker	USD $1,785
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 Broker	USD $1,785
Insurance broker organization code?	4
Insurance broker name	LINCOLN FINANCIAL ADVISORS

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

89340100007

Policy instance

Insurance contract or identification number	89340100007
Number of Individuals Covered	64
Insurance policy start date	2011-07-01
Insurance policy end date	2012-06-30
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

EX27509

Policy instance

Insurance contract or identification number	EX27509
Number of Individuals Covered	53
Insurance policy start date	2011-07-01
Insurance policy end date	2012-06-30
Total amount of commissions paid to insurance broker	USD $2,215
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

CR27509

Policy instance

Insurance contract or identification number	CR27509
Number of Individuals Covered	111
Insurance policy start date	2011-07-01
Insurance policy end date	2012-06-30
Total amount of commissions paid to insurance broker	USD $19,506
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

EX27509

Policy instance

Insurance contract or identification number	EX27509
Number of Individuals Covered	58
Insurance policy start date	2010-07-01
Insurance policy end date	2011-06-30
Total amount of commissions paid to insurance broker	USD $2,896
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

CR27509

Policy instance

Insurance contract or identification number	CR27509
Number of Individuals Covered	144
Insurance policy start date	2010-07-01
Insurance policy end date	2011-06-30
Total amount of commissions paid to insurance broker	USD $26,249
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

Potentially related plans

WESTMORELAND COMMUNITY FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN [EIN = 251006675]

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Company Name:	WESTMORELAND COMMUNITY ACTION
Employer identification number (EIN):	251383079
NAIC Classification:	624100
NAIC Description:	Individual and Family Services

Jurisdiction of Incorporation:	COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF STATE
Incorporation Date:
Company Identification Number:	711333