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COMMON CAUSE EDUCATION FUND 401(K) RETIREMENT PLAN 401k Plan overview

Plan NameCOMMON CAUSE EDUCATION FUND 401(K) RETIREMENT PLAN
Plan identification number 001

COMMON CAUSE EDUCATION FUND 401(K) RETIREMENT PLAN Benefits

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

401k Sponsoring company profile

COMMON CAUSE EDUCATION FUND has sponsored the creation of one or more 401k plans.

Company Name:COMMON CAUSE EDUCATION FUND
Employer identification number (EIN):311705370
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan COMMON CAUSE EDUCATION FUND 401(K) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01PATRICIA BENNETT2022-10-13 ELIZABETH MARCHANT2022-10-13
0012020-01-01
0012019-01-01
0012019-01-01
0012019-01-01
0012018-01-01
0012017-01-01PATRICIA BENNETT ELIZABETH G. MARCHANT2018-10-12

Plan Statistics for COMMON CAUSE EDUCATION FUND 401(K) RETIREMENT PLAN

401k plan membership statisitcs for COMMON CAUSE EDUCATION FUND 401(K) RETIREMENT PLAN

Measure Date Value
2022: COMMON CAUSE EDUCATION FUND 401(K) RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01166
Total number of active participants reported on line 7a of the Form 55002022-01-01118
Number of retired or separated participants receiving benefits2022-01-011
Number of other retired or separated participants entitled to future benefits2022-01-0160
Total of all active and inactive participants2022-01-01179
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01179
Number of participants with account balances2022-01-01138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-018
2021: COMMON CAUSE EDUCATION FUND 401(K) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01161
Total number of active participants reported on line 7a of the Form 55002021-01-01106
Number of retired or separated participants receiving benefits2021-01-011
Number of other retired or separated participants entitled to future benefits2021-01-0156
Total of all active and inactive participants2021-01-01163
Total participants2021-01-01163
Number of participants with account balances2021-01-01137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-014
2020: COMMON CAUSE EDUCATION FUND 401(K) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01152
Total number of active participants reported on line 7a of the Form 55002020-01-01107
Number of retired or separated participants receiving benefits2020-01-011
Number of other retired or separated participants entitled to future benefits2020-01-0156
Total of all active and inactive participants2020-01-01164
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01164
Number of participants with account balances2020-01-01134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-012
2019: COMMON CAUSE EDUCATION FUND 401(K) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01135
Total number of active participants reported on line 7a of the Form 55002019-01-0187
Number of retired or separated participants receiving benefits2019-01-011
Number of other retired or separated participants entitled to future benefits2019-01-0163
Total of all active and inactive participants2019-01-01151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01151
Number of participants with account balances2019-01-01131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: COMMON CAUSE EDUCATION FUND 401(K) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01142
Total number of active participants reported on line 7a of the Form 55002018-01-0192
Number of retired or separated participants receiving benefits2018-01-011
Number of other retired or separated participants entitled to future benefits2018-01-0155
Total of all active and inactive participants2018-01-01148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01148
Number of participants with account balances2018-01-01121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-014
2017: COMMON CAUSE EDUCATION FUND 401(K) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01134
Total number of active participants reported on line 7a of the Form 55002017-01-0188
Number of retired or separated participants receiving benefits2017-01-014
Number of other retired or separated participants entitled to future benefits2017-01-0150
Total of all active and inactive participants2017-01-01142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01142
Number of participants with account balances2017-01-01115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-014

Financial Data on COMMON CAUSE EDUCATION FUND 401(K) RETIREMENT PLAN

Measure Date Value
2022 : COMMON CAUSE EDUCATION FUND 401(K) RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$0
Total transfer of assets from this plan2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-1,084,904
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$854,340
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$810,384
Expenses. Certain deemed distributions of participant loans2022-12-31$1,270
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,069,193
Value of total assets at end of year2022-12-31$11,290,674
Value of total assets at beginning of year2022-12-31$13,229,918
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$42,686
Total interest from all sources2022-12-31$3,970
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$23,659
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$23,659
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$708,217
Participant contributions at end of year2022-12-31$42,542
Participant contributions at beginning of year2022-12-31$64,187
Participant contributions at end of year2022-12-31$26,848
Other income not declared elsewhere2022-12-31$27,656
Administrative expenses (other) incurred2022-12-31$42,686
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,939,244
Value of net assets at end of year (total assets less liabilities)2022-12-31$11,290,674
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$13,229,918
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$381,081
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$437,014
Interest on participant loans2022-12-31$3,970
Value of interest in common/collective trusts at end of year2022-12-31$10,827,986
Value of interest in common/collective trusts at beginning of year2022-12-31$12,709,362
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-141,046
Net investment gain or loss from common/collective trusts2022-12-31$-2,068,336
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$360,976
Employer contributions (assets) at end of year2022-12-31$12,217
Employer contributions (assets) at beginning of year2022-12-31$19,355
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$810,384
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31MARCUM, LLP
Accountancy firm EIN2022-12-31111986323
2021 : COMMON CAUSE EDUCATION FUND 401(K) RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets to this plan2021-12-31$0
Total transfer of assets from this plan2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$2,443,198
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,363,850
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,286,302
Expenses. Certain deemed distributions of participant loans2021-12-31$29,976
Value of total corrective distributions2021-12-31$4,994
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,026,092
Value of total assets at end of year2021-12-31$13,229,918
Value of total assets at beginning of year2021-12-31$12,150,570
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$42,578
Total interest from all sources2021-12-31$4,223
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$37,661
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$37,661
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$666,641
Participant contributions at end of year2021-12-31$64,187
Participant contributions at beginning of year2021-12-31$76,072
Participant contributions at beginning of year2021-12-31$24,000
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$6,290
Other income not declared elsewhere2021-12-31$3,000
Administrative expenses (other) incurred2021-12-31$42,578
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$1,079,348
Value of net assets at end of year (total assets less liabilities)2021-12-31$13,229,918
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$12,150,570
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$437,014
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$313,466
Interest on participant loans2021-12-31$4,223
Value of interest in common/collective trusts at end of year2021-12-31$12,709,362
Value of interest in common/collective trusts at beginning of year2021-12-31$11,723,700
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$30,509
Net investment gain or loss from common/collective trusts2021-12-31$1,341,713
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$353,161
Employer contributions (assets) at end of year2021-12-31$19,355
Employer contributions (assets) at beginning of year2021-12-31$13,332
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,286,302
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31MARCUM LLP
Accountancy firm EIN2021-12-31111986323
2020 : COMMON CAUSE EDUCATION FUND 401(K) RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$0
Total transfer of assets from this plan2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$2,296,541
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,888,400
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,853,353
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$854,391
Value of total assets at end of year2020-12-31$12,150,570
Value of total assets at beginning of year2020-12-31$11,742,429
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$35,047
Total interest from all sources2020-12-31$3,360
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$9,676
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$9,676
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$548,246
Participant contributions at end of year2020-12-31$76,072
Participant contributions at beginning of year2020-12-31$71,727
Participant contributions at end of year2020-12-31$24,000
Participant contributions at beginning of year2020-12-31$19,519
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$12,167
Other income not declared elsewhere2020-12-31$0
Administrative expenses (other) incurred2020-12-31$35,047
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$408,141
Value of net assets at end of year (total assets less liabilities)2020-12-31$12,150,570
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$11,742,429
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$313,466
Interest on participant loans2020-12-31$3,360
Value of interest in common/collective trusts at end of year2020-12-31$11,723,700
Value of interest in common/collective trusts at beginning of year2020-12-31$11,640,530
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$31,246
Net investment gain or loss from common/collective trusts2020-12-31$1,397,868
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$293,978
Employer contributions (assets) at end of year2020-12-31$13,332
Employer contributions (assets) at beginning of year2020-12-31$10,653
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,853,353
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31RSM US LLP
Accountancy firm EIN2020-12-31420714325
2019 : COMMON CAUSE EDUCATION FUND 401(K) RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets from this plan2019-12-31$0
Total transfer of assets from this plan2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$2,580,752
Total income from all sources (including contributions)2019-12-31$2,580,752
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$356,776
Total of all expenses incurred2019-12-31$356,776
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$314,302
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$314,302
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$722,566
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$722,566
Value of total assets at end of year2019-12-31$11,742,429
Value of total assets at end of year2019-12-31$11,742,429
Value of total assets at beginning of year2019-12-31$9,518,453
Value of total assets at beginning of year2019-12-31$9,518,453
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$42,474
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$42,474
Total interest from all sources2019-12-31$73,971
Total interest from all sources2019-12-31$73,971
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$0
Administrative expenses professional fees incurred2019-12-31$0
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31Yes
If this is an individual account plan, was there a blackout period2019-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$448,813
Contributions received from participants2019-12-31$448,813
Participant contributions at end of year2019-12-31$71,727
Participant contributions at end of year2019-12-31$71,727
Participant contributions at beginning of year2019-12-31$83,983
Participant contributions at beginning of year2019-12-31$83,983
Participant contributions at end of year2019-12-31$19,519
Participant contributions at end of year2019-12-31$19,519
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$15,687
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$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 appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$2,223,976
Value of net income/loss2019-12-31$2,223,976
Value of net assets at end of year (total assets less liabilities)2019-12-31$11,742,429
Value of net assets at end of year (total assets less liabilities)2019-12-31$11,742,429
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$9,518,453
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$9,518,453
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$41,371
Investment advisory and management fees2019-12-31$41,371
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$2,384,479
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$2,384,479
Value of interest in pooled separate accounts at beginning of year2019-12-31$5,215,672
Value of interest in pooled separate accounts at beginning of year2019-12-31$5,215,672
Interest on participant loans2019-12-31$3,814
Interest on participant loans2019-12-31$3,814
Value of interest in common/collective trusts at end of year2019-12-31$11,640,530
Value of interest in common/collective trusts at end of year2019-12-31$11,640,530
Value of interest in common/collective trusts at beginning of year2019-12-31$0
Value of interest in common/collective trusts at beginning of year2019-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$70,157
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$70,157
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,834,319
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,834,319
Net investment gain or loss from common/collective trusts2019-12-31$1,784,215
Net investment gain or loss from common/collective trusts2019-12-31$1,784,215
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$258,066
Contributions received in cash from employer2019-12-31$258,066
Employer contributions (assets) at end of year2019-12-31$10,653
Employer contributions (assets) at end of year2019-12-31$10,653
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$314,302
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$314,302
Contract administrator fees2019-12-31$1,103
Contract administrator fees2019-12-31$1,103
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31Yes
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31RSM US LLP
Accountancy firm name2019-12-31RSM US LLP
Accountancy firm EIN2019-12-31420714325
2018 : COMMON CAUSE EDUCATION FUND 401(K) RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$277,300
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$767,908
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$726,669
Expenses. Certain deemed distributions of participant loans2018-12-31$0
Value of total corrective distributions2018-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$665,238
Value of total assets at end of year2018-12-31$9,518,453
Value of total assets at beginning of year2018-12-31$10,009,061
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$41,239
Total interest from all sources2018-12-31$60,056
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$132,470
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$132,470
Administrative expenses professional fees incurred2018-12-31$0
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$385,787
Participant contributions at end of year2018-12-31$83,983
Participant contributions at beginning of year2018-12-31$37,420
Assets. Other investments not covered elsewhere at end of year2018-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$31,979
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$0
Other income not declared elsewhere2018-12-31$0
Administrative expenses (other) incurred2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-490,608
Value of net assets at end of year (total assets less liabilities)2018-12-31$9,518,453
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$10,009,061
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$39,516
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$2,384,479
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$2,494,949
Value of interest in pooled separate accounts at end of year2018-12-31$5,215,672
Value of interest in pooled separate accounts at beginning of year2018-12-31$5,671,290
Interest on participant loans2018-12-31$2,623
Interest earned on other investments2018-12-31$57,433
Value of interest in common/collective trusts at end of year2018-12-31$0
Value of interest in common/collective trusts at beginning of year2018-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$1,834,319
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$1,805,402
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-250,774
Net investment gain/loss from pooled separate accounts2018-12-31$-329,690
Net investment gain or loss from common/collective trusts2018-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
Was there a failure to transmit to the plan any participant contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Assets. Invements in employer securities at end of year2018-12-31$0
Assets. Invements in employer securities at beginning of year2018-12-31$0
Contributions received in cash from employer2018-12-31$247,472
Income. Dividends from common stock2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$726,669
Contract administrator fees2018-12-31$1,723
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31TATE AND TRYON, P.C.
Accountancy firm EIN2018-12-31521855942
2017 : COMMON CAUSE EDUCATION FUND 401(K) RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$2,061,796
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$491,635
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$455,660
Expenses. Certain deemed distributions of participant loans2017-12-31$0
Value of total corrective distributions2017-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$688,090
Value of total assets at end of year2017-12-31$10,009,061
Value of total assets at beginning of year2017-12-31$8,438,900
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$35,975
Total interest from all sources2017-12-31$55,779
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$94,293
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$94,293
Administrative expenses professional fees incurred2017-12-31$0
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$401,490
Participant contributions at end of year2017-12-31$37,420
Participant contributions at beginning of year2017-12-31$46,715
Assets. Other investments not covered elsewhere at end of year2017-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$74,336
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$0
Other income not declared elsewhere2017-12-31$0
Administrative expenses (other) incurred2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,570,161
Value of net assets at end of year (total assets less liabilities)2017-12-31$10,009,061
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$8,438,900
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$35,615
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$2,494,949
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$2,221,056
Value of interest in pooled separate accounts at end of year2017-12-31$5,671,290
Value of interest in pooled separate accounts at beginning of year2017-12-31$4,724,561
Interest on participant loans2017-12-31$1,882
Interest earned on other investments2017-12-31$53,897
Value of interest in common/collective trusts at end of year2017-12-31$0
Value of interest in common/collective trusts at beginning of year2017-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$1,805,402
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$1,446,568
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$114,218
Net investment gain/loss from pooled separate accounts2017-12-31$1,109,416
Net investment gain or loss from common/collective trusts2017-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Assets. Invements in employer securities at end of year2017-12-31$0
Assets. Invements in employer securities at beginning of year2017-12-31$0
Contributions received in cash from employer2017-12-31$212,264
Income. Dividends from common stock2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$455,660
Contract administrator fees2017-12-31$360
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31TATE AND TRYON
Accountancy firm EIN2017-12-31521855942

Form 5500 Responses for COMMON CAUSE EDUCATION FUND 401(K) RETIREMENT PLAN

2022: COMMON CAUSE EDUCATION FUND 401(K) RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: COMMON CAUSE EDUCATION FUND 401(K) RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: COMMON CAUSE EDUCATION FUND 401(K) RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: COMMON CAUSE EDUCATION FUND 401(K) RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: COMMON CAUSE EDUCATION FUND 401(K) RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: COMMON CAUSE EDUCATION FUND 401(K) RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSF 51198
Policy instance 1
Insurance contract or identification numberSF 51198
Number of Individuals Covered0
Insurance policy start date2019-01-01
Insurance policy end date2019-12-10
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSF 51198
Policy instance 1
Insurance contract or identification numberSF 51198
Number of Individuals Covered148
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSF 51198
Policy instance 1
Insurance contract or identification numberSF 51198
Number of Individuals Covered142
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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