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BASHOR CHILDRENS HOME 403(B) PLAN 401k Plan overview

Plan NameBASHOR CHILDRENS HOME 403(B) PLAN
Plan identification number 001

BASHOR CHILDRENS HOME 403(B) 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.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • 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

BASHOR CHILDREN'S HOME has sponsored the creation of one or more 401k plans.

Company Name:BASHOR CHILDREN'S HOME
Employer identification number (EIN):350933555
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BASHOR CHILDRENS HOME 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01DONALD PHILLIPS DONALD PHILLIPS2018-10-09
0012016-01-01DONALD PHILLIPS
0012015-01-01DON PHILLIPS
0012014-01-01DON PHILLIPS
0012013-01-01DON PHILLIPS
0012012-01-01DON PHILLIPS2013-08-30 DON PHILLIPS2013-08-30
0012011-01-01DONALD PHILLIPS
0012009-01-01DONALD PHILLIPS

Plan Statistics for BASHOR CHILDRENS HOME 403(B) PLAN

401k plan membership statisitcs for BASHOR CHILDRENS HOME 403(B) PLAN

Measure Date Value
2022: BASHOR CHILDRENS HOME 403(B) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01228
Total number of active participants reported on line 7a of the Form 55002022-01-01183
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0152
Total of all active and inactive participants2022-01-01235
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01235
Number of participants with account balances2022-01-01162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: BASHOR CHILDRENS HOME 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01275
Total number of active participants reported on line 7a of the Form 55002021-01-01171
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0157
Total of all active and inactive participants2021-01-01228
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01228
Number of participants with account balances2021-01-01161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: BASHOR CHILDRENS HOME 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01262
Total number of active participants reported on line 7a of the Form 55002020-01-01202
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0171
Total of all active and inactive participants2020-01-01273
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-012
Total participants2020-01-01275
Number of participants with account balances2020-01-01197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: BASHOR CHILDRENS HOME 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01246
Total number of active participants reported on line 7a of the Form 55002019-01-01198
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0164
Total of all active and inactive participants2019-01-01262
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01262
Number of participants with account balances2019-01-01189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: BASHOR CHILDRENS HOME 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01234
Total number of active participants reported on line 7a of the Form 55002018-01-01189
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0157
Total of all active and inactive participants2018-01-01246
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01246
Number of participants with account balances2018-01-01169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: BASHOR CHILDRENS HOME 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01235
Total number of active participants reported on line 7a of the Form 55002017-01-01176
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0158
Total of all active and inactive participants2017-01-01234
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01234
Number of participants with account balances2017-01-01161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: BASHOR CHILDRENS HOME 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01195
Total number of active participants reported on line 7a of the Form 55002016-01-01187
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0148
Total of all active and inactive participants2016-01-01235
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01235
Number of participants with account balances2016-01-01145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: BASHOR CHILDRENS HOME 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01181
Total number of active participants reported on line 7a of the Form 55002015-01-01156
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0139
Total of all active and inactive participants2015-01-01195
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01195
Number of participants with account balances2015-01-01129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: BASHOR CHILDRENS HOME 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01260
Total number of active participants reported on line 7a of the Form 55002014-01-01150
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0131
Total of all active and inactive participants2014-01-01181
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01181
Number of participants with account balances2014-01-01111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: BASHOR CHILDRENS HOME 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01198
Total number of active participants reported on line 7a of the Form 55002013-01-01181
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0140
Total of all active and inactive participants2013-01-01221
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01221
Number of participants with account balances2013-01-01108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: BASHOR CHILDRENS HOME 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01190
Total number of active participants reported on line 7a of the Form 55002012-01-01164
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0135
Total of all active and inactive participants2012-01-01199
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01199
Number of participants with account balances2012-01-01106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: BASHOR CHILDRENS HOME 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01211
Total number of active participants reported on line 7a of the Form 55002011-01-01168
Number of retired or separated participants receiving benefits2011-01-011
Number of other retired or separated participants entitled to future benefits2011-01-0121
Total of all active and inactive participants2011-01-01190
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01190
Number of participants with account balances2011-01-01123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: BASHOR CHILDRENS HOME 403(B) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01105
Total number of active participants reported on line 7a of the Form 55002009-01-0176
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0117
Total of all active and inactive participants2009-01-0193
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0193
Number of participants with account balances2009-01-0193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on BASHOR CHILDRENS HOME 403(B) PLAN

Measure Date Value
2022 : BASHOR CHILDRENS HOME 403(B) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-731,119
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$739,807
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$711,377
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$669,196
Value of total assets at end of year2022-12-31$6,707,931
Value of total assets at beginning of year2022-12-31$8,178,857
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$28,430
Total interest from all sources2022-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$98,562
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$98,562
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$258,481
Participant contributions at end of year2022-12-31$9,283
Participant contributions at beginning of year2022-12-31$6,828
Other income not declared elsewhere2022-12-31$1,292
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,470,926
Value of net assets at end of year (total assets less liabilities)2022-12-31$6,707,931
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$8,178,857
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$25,028
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$6,599,821
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$8,087,423
Interest on participant loans2022-12-31$0
Income. Interest from loans (other than to participants)2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$47,320
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$44,434
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,500,169
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$410,715
Employer contributions (assets) at end of year2022-12-31$51,507
Employer contributions (assets) at beginning of year2022-12-31$40,172
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$711,377
Contract administrator fees2022-12-31$3,402
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 name2022-12-31INSIGHT ACCOUNTING GROUP PC
Accountancy firm EIN2022-12-31203708395
2021 : BASHOR CHILDRENS HOME 403(B) PLAN 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$1,779,307
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$790,073
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$752,157
Value of total corrective distributions2021-12-31$2,324
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$603,899
Value of total assets at end of year2021-12-31$8,178,857
Value of total assets at beginning of year2021-12-31$7,189,623
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$35,592
Total interest from all sources2021-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$92,065
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$92,065
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$234,351
Participant contributions at end of year2021-12-31$6,828
Participant contributions at beginning of year2021-12-31$7,755
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$528
Other income not declared elsewhere2021-12-31$2,876
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$989,234
Value of net assets at end of year (total assets less liabilities)2021-12-31$8,178,857
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$7,189,623
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$25,922
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$8,087,423
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$6,922,168
Interest on participant loans2021-12-31$0
Income. Interest from loans (other than to participants)2021-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$44,434
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$115,855
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,080,467
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$369,020
Employer contributions (assets) at end of year2021-12-31$40,172
Employer contributions (assets) at beginning of year2021-12-31$143,845
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$752,157
Contract administrator fees2021-12-31$9,670
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 name2021-12-31CORNERSTONE CPA GROUP, LLP
Accountancy firm EIN2021-12-31471854716
2020 : BASHOR CHILDRENS HOME 403(B) PLAN 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$1,811,122
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$116,457
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$72,721
Value of total corrective distributions2020-12-31$2,358
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$781,852
Value of total assets at end of year2020-12-31$7,189,623
Value of total assets at beginning of year2020-12-31$5,494,958
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$41,378
Total interest from all sources2020-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$90,223
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$90,223
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$253,445
Participant contributions at end of year2020-12-31$7,755
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$6,513
Other income not declared elsewhere2020-12-31$2,247
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$1,694,665
Value of net assets at end of year (total assets less liabilities)2020-12-31$7,189,623
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$5,494,958
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$22,598
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$6,922,168
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$5,406,708
Interest on participant loans2020-12-31$0
Income. Interest from loans (other than to participants)2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$115,855
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$56,056
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$936,800
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$521,894
Employer contributions (assets) at end of year2020-12-31$143,845
Employer contributions (assets) at beginning of year2020-12-31$32,194
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$72,721
Contract administrator fees2020-12-31$18,780
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 name2020-12-31CORNERSTONE CPA GROUP, LLP
Accountancy firm EIN2020-12-31471854716
2019 : BASHOR CHILDRENS HOME 403(B) PLAN 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$1,605,591
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$268,832
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$229,127
Value of total corrective distributions2019-12-31$2,134
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$597,186
Value of total assets at end of year2019-12-31$5,494,958
Value of total assets at beginning of year2019-12-31$4,158,199
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$37,571
Total interest from all sources2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$81,566
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$81,566
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
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$221,155
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$4,032
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$7,015
Other income not declared elsewhere2019-12-31$1,619
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$1,336,759
Value of net assets at end of year (total assets less liabilities)2019-12-31$5,494,958
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$4,158,199
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$20,637
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$5,406,708
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$4,090,793
Interest on participant loans2019-12-31$0
Income. Interest from loans (other than to participants)2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$56,056
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$38,436
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$925,220
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$369,016
Employer contributions (assets) at end of year2019-12-31$32,194
Employer contributions (assets) at beginning of year2019-12-31$24,938
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$229,127
Contract administrator fees2019-12-31$16,934
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 name2019-12-31CORNERSTONE CPA GROUP, LLP
Accountancy firm EIN2019-12-31471854716
2018 : BASHOR CHILDRENS HOME 403(B) 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$293,335
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$259,364
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$223,509
Value of total corrective distributions2018-12-31$1,737
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$506,067
Value of total assets at end of year2018-12-31$4,158,199
Value of total assets at beginning of year2018-12-31$4,124,228
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$34,118
Total interest from all sources2018-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$69,878
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$69,878
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$191,655
Participant contributions at end of year2018-12-31$4,032
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$479
Other income not declared elsewhere2018-12-31$1,438
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$33,971
Value of net assets at end of year (total assets less liabilities)2018-12-31$4,158,199
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$4,124,228
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$19,031
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$4,090,793
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$4,044,801
Interest on participant loans2018-12-31$0
Income. Interest from loans (other than to participants)2018-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$38,436
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$65,621
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-284,048
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$313,933
Employer contributions (assets) at end of year2018-12-31$24,938
Employer contributions (assets) at beginning of year2018-12-31$13,806
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$223,509
Contract administrator fees2018-12-31$15,087
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 name2018-12-31CORNERSTONE CPA GROUP, LLP
Accountancy firm EIN2018-12-31471854716
2017 : BASHOR CHILDRENS HOME 403(B) 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$1,059,498
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$156,772
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$124,928
Value of total corrective distributions2017-12-31$1,805
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$422,176
Value of total assets at end of year2017-12-31$4,124,228
Value of total assets at beginning of year2017-12-31$3,221,502
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$30,039
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$52,411
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$52,411
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$400,000
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$160,007
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$12,968
Other income not declared elsewhere2017-12-31$1,423
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$902,726
Value of net assets at end of year (total assets less liabilities)2017-12-31$4,124,228
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$3,221,502
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$16,116
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$4,044,801
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$3,208,719
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$65,621
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$583,488
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$249,201
Employer contributions (assets) at end of year2017-12-31$13,806
Employer contributions (assets) at beginning of year2017-12-31$12,783
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$124,928
Contract administrator fees2017-12-31$13,923
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 name2017-12-31CORNERSTONE CPA GROUP, LLP
Accountancy firm EIN2017-12-31471854716
2016 : BASHOR CHILDRENS HOME 403(B) PLAN 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$637,116
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$307,293
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$279,020
Value of total corrective distributions2016-12-31$1,570
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$414,687
Value of total assets at end of year2016-12-31$3,221,502
Value of total assets at beginning of year2016-12-31$2,891,679
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$26,703
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$44,416
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$44,416
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$325,000
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$146,759
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$17,213
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$329,823
Value of net assets at end of year (total assets less liabilities)2016-12-31$3,221,502
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$2,891,679
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$13,988
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$3,208,719
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$2,879,821
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$178,013
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$250,715
Employer contributions (assets) at end of year2016-12-31$12,783
Employer contributions (assets) at beginning of year2016-12-31$11,858
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$279,020
Contract administrator fees2016-12-31$12,715
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 name2016-12-31CORNERSTONE CPA GROUP, LLP
Accountancy firm EIN2016-12-31471854716
2015 : BASHOR CHILDRENS HOME 403(B) PLAN 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$297,086
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$113,485
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$94,823
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$257,380
Value of total assets at end of year2015-12-31$2,891,679
Value of total assets at beginning of year2015-12-31$2,708,078
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$18,662
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$35,440
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$35,440
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$325,000
If this is an individual account plan, was there a blackout period2015-12-31Yes
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$124,839
Total non interest bearing cash at end of year2015-12-31$0
Total non interest bearing cash at beginning of year2015-12-31$317
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$183,601
Value of net assets at end of year (total assets less liabilities)2015-12-31$2,891,679
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$2,708,078
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$9,879
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$2,879,821
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$2,707,761
Interest on participant loans2015-12-31$0
Income. Interest from loans (other than to participants)2015-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$4,266
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$132,541
Employer contributions (assets) at end of year2015-12-31$11,858
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$94,823
Contract administrator fees2015-12-31$8,783
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31Yes
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 name2015-12-31CORNERSTONE CPA GROUP, LLP
Accountancy firm EIN2015-12-31471854716
2014 : BASHOR CHILDRENS HOME 403(B) PLAN 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$2,586
Total income from all sources (including contributions)2014-12-31$390,525
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$244,473
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$232,191
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$228,602
Value of total assets at end of year2014-12-31$2,708,078
Value of total assets at beginning of year2014-12-31$2,564,612
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$12,282
Total interest from all sources2014-12-31$0
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
Administrative expenses professional fees incurred2014-12-31$1,281
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$250,000
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$107,120
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$19,000
Liabilities. Value of operating payables at end of year2014-12-31$0
Liabilities. Value of operating payables at beginning of year2014-12-31$2,586
Total non interest bearing cash at end of year2014-12-31$317
Total non interest bearing cash at beginning of year2014-12-31$2,854
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$146,052
Value of net assets at end of year (total assets less liabilities)2014-12-31$2,708,078
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$2,562,026
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$11,001
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$2,707,761
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$2,561,758
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$161,923
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$102,482
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$232,191
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 name2014-12-31CORNERSTONE CPA GROUP LLP
Accountancy firm EIN2014-12-31471854716
2013 : BASHOR CHILDRENS HOME 403(B) PLAN 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$2,586
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$547,042
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$278,691
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$267,844
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$181,208
Value of total assets at end of year2013-12-31$2,564,612
Value of total assets at beginning of year2013-12-31$2,293,675
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$10,847
Total interest from all sources2013-12-31$0
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
Administrative expenses professional fees incurred2013-12-31$1,200
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$250,000
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$83,295
Liabilities. Value of operating payables at end of year2013-12-31$2,586
Liabilities. Value of operating payables at beginning of year2013-12-31$0
Total non interest bearing cash at end of year2013-12-31$2,854
Total non interest bearing cash at beginning of year2013-12-31$8,652
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$268,351
Value of net assets at end of year (total assets less liabilities)2013-12-31$2,562,026
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$2,293,675
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$9,647
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$2,561,758
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$2,285,023
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$365,834
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$97,913
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$267,844
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 name2013-12-31BURNHAM & BEYLER, LLP
Accountancy firm EIN2013-12-31351693596
2012 : BASHOR CHILDRENS HOME 403(B) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$2,500
Total income from all sources (including contributions)2012-12-31$396,904
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$159,770
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$140,192
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$221,307
Value of total assets at end of year2012-12-31$2,293,675
Value of total assets at beginning of year2012-12-31$2,059,041
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$19,578
Total interest from all sources2012-12-31$0
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
Administrative expenses professional fees incurred2012-12-31$19,578
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$250,000
If this is an individual account plan, was there a blackout period2012-12-31Yes
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$81,706
Participant contributions at end of year2012-12-31$0
Participant contributions at beginning of year2012-12-31$3,224
Liabilities. Value of operating payables at end of year2012-12-31$0
Liabilities. Value of operating payables at beginning of year2012-12-31$2,500
Total non interest bearing cash at end of year2012-12-31$8,652
Total non interest bearing cash at beginning of year2012-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$237,134
Value of net assets at end of year (total assets less liabilities)2012-12-31$2,293,675
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$2,056,541
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$2,285,023
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$2,044,539
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$175,597
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$139,601
Employer contributions (assets) at end of year2012-12-31$0
Employer contributions (assets) at beginning of year2012-12-31$11,278
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$140,192
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31Yes
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 name2012-12-31BURNHAM & BEYLER, LLP
Accountancy firm EIN2012-12-31351693596
2011 : BASHOR CHILDRENS HOME 403(B) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$2,500
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$2,500
Total income from all sources (including contributions)2011-12-31$267,615
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$579,176
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$562,392
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$323,347
Value of total assets at end of year2011-12-31$2,059,041
Value of total assets at beginning of year2011-12-31$2,370,602
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$16,784
Total interest from all sources2011-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$32,180
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$32,180
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$220,000
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$93,095
Participant contributions at end of year2011-12-31$3,224
Participant contributions at beginning of year2011-12-31$4,628
Other income not declared elsewhere2011-12-31$2,627
Administrative expenses (other) incurred2011-12-31$16,784
Liabilities. Value of operating payables at end of year2011-12-31$2,500
Liabilities. Value of operating payables at beginning of year2011-12-31$2,500
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-311,561
Value of net assets at end of year (total assets less liabilities)2011-12-31$2,056,541
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$2,368,102
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$2,044,539
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$2,354,254
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-90,539
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$230,252
Employer contributions (assets) at end of year2011-12-31$11,278
Employer contributions (assets) at beginning of year2011-12-31$11,720
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$562,392
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 name2011-12-31BURNHAM & BEYLER, LLP
Accountancy firm EIN2011-12-31351693596
2010 : BASHOR CHILDRENS HOME 403(B) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$2,500
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$5,000
Total income from all sources (including contributions)2010-12-31$559,628
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$264,128
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$262,085
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$343,668
Value of total assets at end of year2010-12-31$2,370,602
Value of total assets at beginning of year2010-12-31$2,077,602
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$2,043
Total interest from all sources2010-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$28,933
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$28,933
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$220,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$104,905
Participant contributions at end of year2010-12-31$4,628
Participant contributions at beginning of year2010-12-31$2,501
Other income not declared elsewhere2010-12-31$1,276
Administrative expenses (other) incurred2010-12-31$2,043
Liabilities. Value of operating payables at end of year2010-12-31$2,500
Liabilities. Value of operating payables at beginning of year2010-12-31$5,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$295,500
Value of net assets at end of year (total assets less liabilities)2010-12-31$2,368,102
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$2,072,602
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$2,354,254
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$2,006,665
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$185,751
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$238,763
Employer contributions (assets) at end of year2010-12-31$11,720
Employer contributions (assets) at beginning of year2010-12-31$68,436
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$262,085
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31BURNHAM & BEYLER, LLP
Accountancy firm EIN2010-12-31351693596

Form 5500 Responses for BASHOR CHILDRENS HOME 403(B) PLAN

2022: BASHOR CHILDRENS HOME 403(B) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: BASHOR CHILDRENS HOME 403(B) PLAN 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: BASHOR CHILDRENS HOME 403(B) 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 – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: BASHOR CHILDRENS HOME 403(B) 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: BASHOR CHILDRENS HOME 403(B) 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: BASHOR CHILDRENS HOME 403(B) 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
2016: BASHOR CHILDRENS HOME 403(B) PLAN 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 – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: BASHOR CHILDRENS HOME 403(B) PLAN 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 – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: BASHOR CHILDRENS HOME 403(B) PLAN 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 – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: BASHOR CHILDRENS HOME 403(B) PLAN 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 – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: BASHOR CHILDRENS HOME 403(B) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: BASHOR CHILDRENS HOME 403(B) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: BASHOR CHILDRENS HOME 403(B) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number811185
Policy instance 1
Insurance contract or identification number811185
Number of Individuals Covered162
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 $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 Administration1
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?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number811185
Policy instance 1
Insurance contract or identification number811185
Number of Individuals Covered161
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
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 Administration1
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?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number811185
Policy instance 1
Insurance contract or identification number811185
Number of Individuals Covered7
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 $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 Administration1
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?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number811185
Policy instance 1
Insurance contract or identification number811185
Number of Individuals Covered7
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
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 Administration1
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
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number811185
Policy instance 1
Insurance contract or identification number811185
Number of Individuals Covered7
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 $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 Administration1
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
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number811185
Policy instance 1
Insurance contract or identification number811185
Number of Individuals Covered11
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 $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 Administration1
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

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