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CLEVELAND HOUSING NETWORK, INC 401(K) PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan NameCLEVELAND HOUSING NETWORK, INC 401(K) PROFIT SHARING PLAN & TRUST
Plan identification number 001

CLEVELAND HOUSING NETWORK, INC 401(K) PROFIT SHARING PLAN & TRUST 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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

CHN HOUSING PARTNERS has sponsored the creation of one or more 401k plans.

Company Name:CHN HOUSING PARTNERS
Employer identification number (EIN):341346763
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CLEVELAND HOUSING NETWORK, INC 401(K) PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01PEGGY MELNICK
0012016-01-01PEGGY MELNICK
0012015-01-01MARY SMIGELSKI
0012014-01-01MARY SMIGELSKI
0012013-01-01MARY SMIGELSKI
0012012-01-01MARY SMIGELSKI
0012011-01-01MARY SMIGELSKI MARY SMIGELSKI2012-10-11
0012010-01-01MARY SMIGELSKI2011-07-28

Plan Statistics for CLEVELAND HOUSING NETWORK, INC 401(K) PROFIT SHARING PLAN & TRUST

401k plan membership statisitcs for CLEVELAND HOUSING NETWORK, INC 401(K) PROFIT SHARING PLAN & TRUST

Measure Date Value
2022: CLEVELAND HOUSING NETWORK, INC 401(K) PROFIT SHARING PLAN & TRUST 2022 401k membership
Total participants, beginning-of-year2022-01-01212
Total number of active participants reported on line 7a of the Form 55002022-01-01167
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0136
Total of all active and inactive participants2022-01-01203
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01203
Number of participants with account balances2022-01-01200
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: CLEVELAND HOUSING NETWORK, INC 401(K) PROFIT SHARING PLAN & TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-01192
Total number of active participants reported on line 7a of the Form 55002021-01-01168
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0144
Total of all active and inactive participants2021-01-01212
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01212
Number of participants with account balances2021-01-01206
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: CLEVELAND HOUSING NETWORK, INC 401(K) PROFIT SHARING PLAN & TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-01171
Total number of active participants reported on line 7a of the Form 55002020-01-01166
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0124
Total of all active and inactive participants2020-01-01190
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01190
Number of participants with account balances2020-01-01184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: CLEVELAND HOUSING NETWORK, INC 401(K) PROFIT SHARING PLAN & TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-01159
Total number of active participants reported on line 7a of the Form 55002019-01-01149
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0121
Total of all active and inactive participants2019-01-01170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01170
Number of participants with account balances2019-01-01168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: CLEVELAND HOUSING NETWORK, INC 401(K) PROFIT SHARING PLAN & TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-01180
Total number of active participants reported on line 7a of the Form 55002018-01-01132
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0126
Total of all active and inactive participants2018-01-01158
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01158
Number of participants with account balances2018-01-01156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: CLEVELAND HOUSING NETWORK, INC 401(K) PROFIT SHARING PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-01167
Total number of active participants reported on line 7a of the Form 55002017-01-01134
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0145
Total of all active and inactive participants2017-01-01179
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01179
Number of participants with account balances2017-01-01179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: CLEVELAND HOUSING NETWORK, INC 401(K) PROFIT SHARING PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-01158
Total number of active participants reported on line 7a of the Form 55002016-01-01140
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0126
Total of all active and inactive participants2016-01-01166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01166
Number of participants with account balances2016-01-01166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: CLEVELAND HOUSING NETWORK, INC 401(K) PROFIT SHARING PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-01168
Total number of active participants reported on line 7a of the Form 55002015-01-01132
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0126
Total of all active and inactive participants2015-01-01158
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01158
Number of participants with account balances2015-01-01158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: CLEVELAND HOUSING NETWORK, INC 401(K) PROFIT SHARING PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-01143
Total number of active participants reported on line 7a of the Form 55002014-01-01138
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0129
Total of all active and inactive participants2014-01-01167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01167
Number of participants with account balances2014-01-01166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: CLEVELAND HOUSING NETWORK, INC 401(K) PROFIT SHARING PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-01142
Total number of active participants reported on line 7a of the Form 55002013-01-01115
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0128
Total of all active and inactive participants2013-01-01143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01143
Number of participants with account balances2013-01-01143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: CLEVELAND HOUSING NETWORK, INC 401(K) PROFIT SHARING PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-01138
Total number of active participants reported on line 7a of the Form 55002012-01-01111
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0130
Total of all active and inactive participants2012-01-01141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01141
Number of participants with account balances2012-01-01138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: CLEVELAND HOUSING NETWORK, INC 401(K) PROFIT SHARING PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-01123
Total number of active participants reported on line 7a of the Form 55002011-01-01122
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0116
Total of all active and inactive participants2011-01-01138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01138
Number of participants with account balances2011-01-01135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010

Financial Data on CLEVELAND HOUSING NETWORK, INC 401(K) PROFIT SHARING PLAN & TRUST

Measure Date Value
2022 : CLEVELAND HOUSING NETWORK, INC 401(K) PROFIT SHARING PLAN & TRUST 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-325,782
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,722,711
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,692,824
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$894,405
Value of total assets at end of year2022-12-31$6,827,555
Value of total assets at beginning of year2022-12-31$8,876,048
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$29,887
Total interest from all sources2022-12-31$18,526
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$2,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$567,280
Participant contributions at end of year2022-12-31$215,628
Participant contributions at beginning of year2022-12-31$184,994
Participant contributions at end of year2022-12-31$21,472
Participant contributions at beginning of year2022-12-31$25,461
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-2,048,493
Value of net assets at end of year (total assets less liabilities)2022-12-31$6,827,555
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$8,876,048
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$16,047
Value of interest in pooled separate accounts at end of year2022-12-31$5,878,368
Value of interest in pooled separate accounts at beginning of year2022-12-31$7,798,065
Interest on participant loans2022-12-31$8,192
Income. Interest from loans (other than to participants)2022-12-31$0
Interest earned on other investments2022-12-31$10,334
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$697,929
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$854,660
Net investment gain/loss from pooled separate accounts2022-12-31$-1,238,713
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$327,125
Employer contributions (assets) at end of year2022-12-31$14,158
Employer contributions (assets) at beginning of year2022-12-31$12,868
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,692,824
Contract administrator fees2022-12-31$13,840
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 name2022-12-31COHEN AND COMPANY
Accountancy firm EIN2022-12-31341912961
2021 : CLEVELAND HOUSING NETWORK, INC 401(K) PROFIT SHARING PLAN & TRUST 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$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$1,917,826
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,283,094
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,257,132
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$917,324
Value of total assets at end of year2021-12-31$8,876,048
Value of total assets at beginning of year2021-12-31$8,241,316
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$25,962
Total interest from all sources2021-12-31$14,215
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$2,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$577,000
Participant contributions at end of year2021-12-31$184,994
Participant contributions at beginning of year2021-12-31$73,756
Participant contributions at end of year2021-12-31$25,461
Participant contributions at beginning of year2021-12-31$22,281
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$8,985
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$634,732
Value of net assets at end of year (total assets less liabilities)2021-12-31$8,876,048
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$8,241,316
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$13,241
Value of interest in pooled separate accounts at end of year2021-12-31$7,798,065
Value of interest in pooled separate accounts at beginning of year2021-12-31$6,900,440
Interest on participant loans2021-12-31$4,928
Income. Interest from loans (other than to participants)2021-12-31$0
Interest earned on other investments2021-12-31$9,287
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$854,660
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$1,231,084
Net investment gain/loss from pooled separate accounts2021-12-31$986,287
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 contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$331,339
Employer contributions (assets) at end of year2021-12-31$12,868
Employer contributions (assets) at beginning of year2021-12-31$13,755
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,257,132
Contract administrator fees2021-12-31$12,721
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 name2021-12-31COHEN AND COMPANY
Accountancy firm EIN2021-12-31341912961
2020 : CLEVELAND HOUSING NETWORK, INC 401(K) PROFIT SHARING PLAN & TRUST 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$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$1,476,854
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$342,280
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$308,744
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$752,312
Value of total assets at end of year2020-12-31$8,241,316
Value of total assets at beginning of year2020-12-31$7,106,742
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$33,536
Total interest from all sources2020-12-31$15,586
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$2,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$453,162
Participant contributions at end of year2020-12-31$73,756
Participant contributions at beginning of year2020-12-31$109,032
Participant contributions at end of year2020-12-31$22,281
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,134,574
Value of net assets at end of year (total assets less liabilities)2020-12-31$8,241,316
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$7,106,742
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$23,774
Value of interest in pooled separate accounts at end of year2020-12-31$6,900,440
Value of interest in pooled separate accounts at beginning of year2020-12-31$6,538,027
Interest on participant loans2020-12-31$4,334
Income. Interest from loans (other than to participants)2020-12-31$0
Interest earned on other investments2020-12-31$11,252
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$1,231,084
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$459,683
Net investment gain/loss from pooled separate accounts2020-12-31$708,956
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$299,150
Employer contributions (assets) at end of year2020-12-31$13,755
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$308,744
Contract administrator fees2020-12-31$9,762
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 plan2020-12-31Unqualified
Accountancy firm name2020-12-31COHEN AND COMPANY
Accountancy firm EIN2020-12-31341912961
2019 : CLEVELAND HOUSING NETWORK, INC 401(K) PROFIT SHARING PLAN & TRUST 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$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 income from all sources (including contributions)2019-12-31$1,804,740
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$345,261
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$315,241
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$673,954
Value of total assets at end of year2019-12-31$7,106,742
Value of total assets at beginning of year2019-12-31$5,647,263
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$30,020
Total interest from all sources2019-12-31$17,767
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
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$2,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$361,485
Participant contributions at end of year2019-12-31$109,032
Participant contributions at beginning of year2019-12-31$139,494
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$12,745
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$49,689
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$1,459,479
Value of net assets at end of year (total assets less liabilities)2019-12-31$7,106,742
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$5,647,263
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$23,406
Value of interest in pooled separate accounts at end of year2019-12-31$6,538,027
Value of interest in pooled separate accounts at beginning of year2019-12-31$5,097,657
Interest on participant loans2019-12-31$12,662
Interest earned on other investments2019-12-31$5,105
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$459,683
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$388,230
Net investment gain/loss from pooled separate accounts2019-12-31$1,113,019
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$262,780
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$9,137
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$315,241
Contract administrator fees2019-12-31$6,614
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31COHEN AND COMPANY
Accountancy firm EIN2019-12-31341912961
2018 : CLEVELAND HOUSING NETWORK, INC 401(K) PROFIT SHARING PLAN & TRUST 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$257,558
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$310,696
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$276,460
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$566,919
Value of total assets at end of year2018-12-31$5,647,263
Value of total assets at beginning of year2018-12-31$5,700,401
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$34,236
Total interest from all sources2018-12-31$9,536
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$2,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$286,550
Participant contributions at end of year2018-12-31$139,494
Participant contributions at beginning of year2018-12-31$128,519
Participant contributions at end of year2018-12-31$12,745
Participant contributions at beginning of year2018-12-31$9,581
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$25,021
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-53,138
Value of net assets at end of year (total assets less liabilities)2018-12-31$5,647,263
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$5,700,401
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$22,710
Value of interest in pooled separate accounts at end of year2018-12-31$5,097,657
Value of interest in pooled separate accounts at beginning of year2018-12-31$5,191,563
Interest on participant loans2018-12-31$5,820
Income. Interest from loans (other than to participants)2018-12-31$0
Interest earned on other investments2018-12-31$3,716
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$388,230
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$361,607
Net investment gain/loss from pooled separate accounts2018-12-31$-318,897
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$255,348
Employer contributions (assets) at end of year2018-12-31$9,137
Employer contributions (assets) at beginning of year2018-12-31$9,131
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$276,460
Contract administrator fees2018-12-31$11,526
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 name2018-12-31COHEN AND COMPANY
Accountancy firm EIN2018-12-31341912961
2017 : CLEVELAND HOUSING NETWORK, INC 401(K) PROFIT SHARING PLAN & TRUST 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$1,323,370
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$121,109
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$91,075
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$568,714
Value of total assets at end of year2017-12-31$5,700,401
Value of total assets at beginning of year2017-12-31$4,498,140
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$30,034
Total interest from all sources2017-12-31$7,386
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$2,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$252,293
Participant contributions at end of year2017-12-31$128,519
Participant contributions at beginning of year2017-12-31$136,608
Participant contributions at end of year2017-12-31$9,581
Participant contributions at beginning of year2017-12-31$8,719
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$72,121
Total non interest bearing cash at end of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,202,261
Value of net assets at end of year (total assets less liabilities)2017-12-31$5,700,401
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$4,498,140
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$20,455
Value of interest in pooled separate accounts at end of year2017-12-31$5,191,563
Value of interest in pooled separate accounts at beginning of year2017-12-31$3,974,908
Interest on participant loans2017-12-31$4,875
Income. Interest from loans (other than to participants)2017-12-31$0
Interest earned on other investments2017-12-31$2,511
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$361,607
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$369,009
Net investment gain/loss from pooled separate accounts2017-12-31$747,270
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$244,300
Employer contributions (assets) at end of year2017-12-31$9,131
Employer contributions (assets) at beginning of year2017-12-31$8,896
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$91,075
Contract administrator fees2017-12-31$9,579
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 name2017-12-31COHEN AND COMPANY
Accountancy firm EIN2017-12-31341912961
2016 : CLEVELAND HOUSING NETWORK, INC 401(K) PROFIT SHARING PLAN & TRUST 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$810,338
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$213,838
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$169,978
Expenses. Certain deemed distributions of participant loans2016-12-31$17,323
Value of total corrective distributions2016-12-31$8
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$468,536
Value of total assets at end of year2016-12-31$4,498,140
Value of total assets at beginning of year2016-12-31$3,901,640
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$26,529
Total interest from all sources2016-12-31$7,770
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$2,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$231,332
Participant contributions at end of year2016-12-31$136,608
Participant contributions at beginning of year2016-12-31$181,461
Participant contributions at end of year2016-12-31$8,719
Participant contributions at beginning of year2016-12-31$8,216
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$18,246
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$596,500
Value of net assets at end of year (total assets less liabilities)2016-12-31$4,498,140
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$3,901,640
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$16,957
Value of interest in pooled separate accounts at end of year2016-12-31$3,974,908
Value of interest in pooled separate accounts at beginning of year2016-12-31$3,356,564
Interest on participant loans2016-12-31$5,347
Income. Interest from loans (other than to participants)2016-12-31$0
Interest earned on other investments2016-12-31$2,423
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$369,009
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$346,997
Net investment gain/loss from pooled separate accounts2016-12-31$334,032
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$218,958
Employer contributions (assets) at end of year2016-12-31$8,896
Employer contributions (assets) at beginning of year2016-12-31$8,402
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$169,978
Contract administrator fees2016-12-31$9,572
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31COHEN AND COMPANY
Accountancy firm EIN2016-12-31341912961
2015 : CLEVELAND HOUSING NETWORK, INC 401(K) PROFIT SHARING PLAN & TRUST 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$348,467
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$451,569
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$424,901
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$464,453
Value of total assets at end of year2015-12-31$3,901,640
Value of total assets at beginning of year2015-12-31$4,004,742
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$26,668
Total interest from all sources2015-12-31$9,805
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$2,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$243,668
Participant contributions at end of year2015-12-31$181,461
Participant contributions at beginning of year2015-12-31$228,852
Participant contributions at end of year2015-12-31$8,216
Participant contributions at beginning of year2015-12-31$10,682
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$3,007
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-103,102
Value of net assets at end of year (total assets less liabilities)2015-12-31$3,901,640
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$4,004,742
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$15,829
Value of interest in pooled separate accounts at end of year2015-12-31$3,356,564
Value of interest in pooled separate accounts at beginning of year2015-12-31$3,448,452
Interest on participant loans2015-12-31$7,908
Interest earned on other investments2015-12-31$1,897
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$346,997
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$308,778
Net investment gain/loss from pooled separate accounts2015-12-31$-125,791
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$217,778
Employer contributions (assets) at end of year2015-12-31$8,402
Employer contributions (assets) at beginning of year2015-12-31$7,978
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$424,901
Contract administrator fees2015-12-31$10,839
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31COHEN AND COMPANY
Accountancy firm EIN2015-12-31341912961
2014 : CLEVELAND HOUSING NETWORK, INC 401(K) PROFIT SHARING PLAN & TRUST 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$576,417
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$504,174
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$470,156
Expenses. Certain deemed distributions of participant loans2014-12-31$9,281
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$482,335
Value of total assets at end of year2014-12-31$4,004,742
Value of total assets at beginning of year2014-12-31$3,932,499
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$24,737
Total interest from all sources2014-12-31$9,355
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$2,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$271,382
Participant contributions at end of year2014-12-31$228,852
Participant contributions at beginning of year2014-12-31$211,092
Participant contributions at end of year2014-12-31$10,682
Participant contributions at beginning of year2014-12-31$11,274
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$5,246
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$72,243
Value of net assets at end of year (total assets less liabilities)2014-12-31$4,004,742
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$3,932,499
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$16,356
Value of interest in pooled separate accounts at end of year2014-12-31$3,448,452
Value of interest in pooled separate accounts at beginning of year2014-12-31$3,391,948
Interest on participant loans2014-12-31$7,860
Interest earned on other investments2014-12-31$1,495
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$308,778
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$310,924
Net investment gain/loss from pooled separate accounts2014-12-31$84,727
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$205,707
Employer contributions (assets) at end of year2014-12-31$7,978
Employer contributions (assets) at beginning of year2014-12-31$7,261
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$470,156
Contract administrator fees2014-12-31$8,381
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31COHEN AND COMPANY
Accountancy firm EIN2014-12-31341912961
2013 : CLEVELAND HOUSING NETWORK, INC 401(K) PROFIT SHARING PLAN & TRUST 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$1,040,340
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$209,213
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$186,124
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$535,865
Value of total assets at end of year2013-12-31$3,932,499
Value of total assets at beginning of year2013-12-31$3,101,372
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$23,089
Total interest from all sources2013-12-31$7,637
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$2,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$306,216
Participant contributions at end of year2013-12-31$211,092
Participant contributions at beginning of year2013-12-31$176,817
Participant contributions at end of year2013-12-31$11,274
Participant contributions at beginning of year2013-12-31$9,972
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$41,081
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$831,127
Value of net assets at end of year (total assets less liabilities)2013-12-31$3,932,499
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$3,101,372
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$17,062
Value of interest in pooled separate accounts at end of year2013-12-31$3,391,948
Value of interest in pooled separate accounts at beginning of year2013-12-31$2,639,450
Interest on participant loans2013-12-31$6,150
Interest earned on other investments2013-12-31$1,487
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$310,924
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$267,982
Net investment gain/loss from pooled separate accounts2013-12-31$496,838
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$188,568
Employer contributions (assets) at end of year2013-12-31$7,261
Employer contributions (assets) at beginning of year2013-12-31$7,151
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$186,124
Contract administrator fees2013-12-31$6,027
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31COHEN AND COMPANY
Accountancy firm EIN2013-12-31341912961
2012 : CLEVELAND HOUSING NETWORK, INC 401(K) PROFIT SHARING PLAN & TRUST 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$786,376
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$130,149
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$108,374
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$495,733
Value of total assets at end of year2012-12-31$3,101,372
Value of total assets at beginning of year2012-12-31$2,445,145
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$21,775
Total interest from all sources2012-12-31$5,866
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$2,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$297,453
Participant contributions at end of year2012-12-31$176,817
Participant contributions at beginning of year2012-12-31$171,109
Participant contributions at end of year2012-12-31$9,972
Participant contributions at beginning of year2012-12-31$10,293
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$10,046
Other income not declared elsewhere2012-12-31$1,307
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$656,227
Value of net assets at end of year (total assets less liabilities)2012-12-31$3,101,372
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$2,445,145
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$13,890
Value of interest in pooled separate accounts at end of year2012-12-31$2,639,450
Value of interest in pooled separate accounts at beginning of year2012-12-31$2,035,955
Interest on participant loans2012-12-31$5,866
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$267,982
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$220,794
Net investment gain/loss from pooled separate accounts2012-12-31$283,470
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$188,234
Employer contributions (assets) at end of year2012-12-31$7,151
Employer contributions (assets) at beginning of year2012-12-31$6,994
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$108,374
Contract administrator fees2012-12-31$7,885
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31COHEN AND COMPANY
Accountancy firm EIN2012-12-31341912961
2011 : CLEVELAND HOUSING NETWORK, INC 401(K) PROFIT SHARING PLAN & TRUST 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$351,436
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$225,080
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$204,742
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$481,418
Value of total assets at end of year2011-12-31$2,445,145
Value of total assets at beginning of year2011-12-31$2,318,789
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$20,338
Total interest from all sources2011-12-31$5,122
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$2,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$289,903
Participant contributions at end of year2011-12-31$171,109
Participant contributions at beginning of year2011-12-31$116,052
Participant contributions at end of year2011-12-31$10,293
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$10,836
Other income not declared elsewhere2011-12-31$1,150
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$126,356
Value of net assets at end of year (total assets less liabilities)2011-12-31$2,445,145
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$2,318,789
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$10,488
Value of interest in pooled separate accounts at end of year2011-12-31$2,035,955
Value of interest in pooled separate accounts at beginning of year2011-12-31$1,993,813
Interest on participant loans2011-12-31$5,122
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$220,794
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$208,924
Net investment gain/loss from pooled separate accounts2011-12-31$-136,254
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$180,679
Employer contributions (assets) at end of year2011-12-31$6,994
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$204,742
Contract administrator fees2011-12-31$9,850
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31COHEN AND COMPANY
Accountancy firm EIN2011-12-31341912961

Form 5500 Responses for CLEVELAND HOUSING NETWORK, INC 401(K) PROFIT SHARING PLAN & TRUST

2022: CLEVELAND HOUSING NETWORK, INC 401(K) PROFIT SHARING PLAN & TRUST 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: CLEVELAND HOUSING NETWORK, INC 401(K) PROFIT SHARING PLAN & TRUST 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: CLEVELAND HOUSING NETWORK, INC 401(K) PROFIT SHARING PLAN & TRUST 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 – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: CLEVELAND HOUSING NETWORK, INC 401(K) PROFIT SHARING PLAN & TRUST 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: CLEVELAND HOUSING NETWORK, INC 401(K) PROFIT SHARING PLAN & TRUST 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: CLEVELAND HOUSING NETWORK, INC 401(K) PROFIT SHARING PLAN & TRUST 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
2016: CLEVELAND HOUSING NETWORK, INC 401(K) PROFIT SHARING PLAN & TRUST 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: CLEVELAND HOUSING NETWORK, INC 401(K) PROFIT SHARING PLAN & TRUST 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: CLEVELAND HOUSING NETWORK, INC 401(K) PROFIT SHARING PLAN & TRUST 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: CLEVELAND HOUSING NETWORK, INC 401(K) PROFIT SHARING PLAN & TRUST 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: CLEVELAND HOUSING NETWORK, INC 401(K) PROFIT SHARING PLAN & TRUST 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: CLEVELAND HOUSING NETWORK, INC 401(K) PROFIT SHARING PLAN & TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract number15240
Policy instance 1
Insurance contract or identification number15240
Number of Individuals Covered200
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $24,386
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?Yes
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?No
Amount paid for insurance broker fees24386
Additional information about fees paid to insurance brokerSERVICE FEES
Insurance broker organization code?3
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract number15240
Policy instance 1
Insurance contract or identification number15240
Number of Individuals Covered206
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $29,187
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?Yes
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?No
Amount paid for insurance broker fees29187
Additional information about fees paid to insurance brokerSERVICE FEES
Insurance broker organization code?3
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract number15240
Policy instance 1
Insurance contract or identification number15240
Number of Individuals Covered184
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $24,195
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?Yes
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?No
Amount paid for insurance broker fees24195
Additional information about fees paid to insurance brokerSERVICE FEES
Insurance broker organization code?3
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract number15240
Policy instance 1
Insurance contract or identification number15240
Number of Individuals Covered168
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $21,567
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?Yes
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?No
Amount paid for insurance broker fees21567
Additional information about fees paid to insurance brokerSERVICE FEE
Insurance broker organization code?3
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract number15240
Policy instance 1
Insurance contract or identification number15240
Number of Individuals Covered156
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $19,936
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?Yes
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?No
Amount paid for insurance broker fees16608
Additional information about fees paid to insurance brokerSERVICE FEES
Insurance broker organization code?3
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract number15240
Policy instance 1
Insurance contract or identification number15240
Number of Individuals Covered179
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $17,057
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?Yes
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?No
Amount paid for insurance broker fees17057
Additional information about fees paid to insurance brokerSERVICE FEES
Insurance broker organization code?3
Insurance broker nameLPL FINANCIAL (RP COMPENSATION)

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