Logo

AMERICAN LEBANESE SYRIAN ASSOCIATED CHARITIES, INC. EMPLOYEES RETIREMENT PLAN 401k Plan overview

Plan NameAMERICAN LEBANESE SYRIAN ASSOCIATED CHARITIES, INC. EMPLOYEES RETIREMENT PLAN
Plan identification number 001

AMERICAN LEBANESE SYRIAN ASSOCIATED CHARITIES, INC. EMPLOYEES RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • 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.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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

AMERICAN LEBANESE SYRIAN ASSOCIATED CHARITIES, INC. has sponsored the creation of one or more 401k plans.

Company Name:AMERICAN LEBANESE SYRIAN ASSOCIATED CHARITIES, INC.
Employer identification number (EIN):351044585
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Additional information about AMERICAN LEBANESE SYRIAN ASSOCIATED CHARITIES, INC.

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 1978-07-11
Company Identification Number: 0004331107
Legal Registered Office Address: 501 SAINT JUDE PL

MEMPHIS
United States of America (USA)
38105

More information about AMERICAN LEBANESE SYRIAN ASSOCIATED CHARITIES, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AMERICAN LEBANESE SYRIAN ASSOCIATED CHARITIES, INC. EMPLOYEES RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01BRENT STICHKA
0012016-01-01BRENT STICHKA BRENT STICHKA2017-10-13
0012015-07-01BRENT STICHKA
0012014-07-01BRENT STICHKA
0012013-07-01DIANE HEYMAN
0012012-07-01DIANE HEYMAN DIANE HEYMAN2014-04-15
0012011-07-01NILA CARRINGTON NILA CARRINGTON2013-04-15
0012010-07-01NILA CARRINGTON
0012009-07-01NILA CARRINGTON NILA CARRINGTON2011-04-15

Plan Statistics for AMERICAN LEBANESE SYRIAN ASSOCIATED CHARITIES, INC. EMPLOYEES RETIREMENT PLAN

401k plan membership statisitcs for AMERICAN LEBANESE SYRIAN ASSOCIATED CHARITIES, INC. EMPLOYEES RETIREMENT PLAN

Measure Date Value
2022: AMERICAN LEBANESE SYRIAN ASSOCIATED CHARITIES, INC. EMPLOYEES RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-012,198
Total number of active participants reported on line 7a of the Form 55002022-01-011,649
Number of retired or separated participants receiving benefits2022-01-013
Number of other retired or separated participants entitled to future benefits2022-01-01611
Total of all active and inactive participants2022-01-012,263
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-012,264
Number of participants with account balances2022-01-012,236
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0151
2021: AMERICAN LEBANESE SYRIAN ASSOCIATED CHARITIES, INC. EMPLOYEES RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-012,418
Total number of active participants reported on line 7a of the Form 55002021-01-011,563
Number of retired or separated participants receiving benefits2021-01-014
Number of other retired or separated participants entitled to future benefits2021-01-01610
Total of all active and inactive participants2021-01-012,177
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-012,177
Number of participants with account balances2021-01-012,127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0119
2020: AMERICAN LEBANESE SYRIAN ASSOCIATED CHARITIES, INC. EMPLOYEES RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-012,783
Total number of active participants reported on line 7a of the Form 55002020-01-011,523
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-011,191
Total of all active and inactive participants2020-01-012,714
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0114
Total participants2020-01-012,728
Number of participants with account balances2020-01-012,715
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0177
2019: AMERICAN LEBANESE SYRIAN ASSOCIATED CHARITIES, INC. EMPLOYEES RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-012,646
Total number of active participants reported on line 7a of the Form 55002019-01-011,686
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-011,086
Total of all active and inactive participants2019-01-012,772
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0112
Total participants2019-01-012,784
Number of participants with account balances2019-01-012,764
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0166
2018: AMERICAN LEBANESE SYRIAN ASSOCIATED CHARITIES, INC. EMPLOYEES RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-012,482
Total number of active participants reported on line 7a of the Form 55002018-01-011,710
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01924
Total of all active and inactive participants2018-01-012,634
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0112
Total participants2018-01-012,646
Number of participants with account balances2018-01-012,628
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0142
2017: AMERICAN LEBANESE SYRIAN ASSOCIATED CHARITIES, INC. EMPLOYEES RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-012,364
Total number of active participants reported on line 7a of the Form 55002017-01-011,602
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01870
Total of all active and inactive participants2017-01-012,472
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0110
Total participants2017-01-012,482
Number of participants with account balances2017-01-012,474
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0148
2016: AMERICAN LEBANESE SYRIAN ASSOCIATED CHARITIES, INC. EMPLOYEES RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-012,249
Total number of active participants reported on line 7a of the Form 55002016-01-011,543
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01812
Total of all active and inactive participants2016-01-012,355
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-019
Total participants2016-01-012,364
Number of participants with account balances2016-01-012,357
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0182
2015: AMERICAN LEBANESE SYRIAN ASSOCIATED CHARITIES, INC. EMPLOYEES RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-012,175
Total number of active participants reported on line 7a of the Form 55002015-07-011,542
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-01701
Total of all active and inactive participants2015-07-012,243
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-019
Total participants2015-07-012,252
Number of participants with account balances2015-07-012,243
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-019
2014: AMERICAN LEBANESE SYRIAN ASSOCIATED CHARITIES, INC. EMPLOYEES RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-012,209
Total number of active participants reported on line 7a of the Form 55002014-07-011,454
Number of retired or separated participants receiving benefits2014-07-010
Number of other retired or separated participants entitled to future benefits2014-07-01712
Total of all active and inactive participants2014-07-012,166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-019
Total participants2014-07-012,175
Number of participants with account balances2014-07-012,169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-0131
2013: AMERICAN LEBANESE SYRIAN ASSOCIATED CHARITIES, INC. EMPLOYEES RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-012,106
Total number of active participants reported on line 7a of the Form 55002013-07-011,432
Number of retired or separated participants receiving benefits2013-07-010
Number of other retired or separated participants entitled to future benefits2013-07-01812
Total of all active and inactive participants2013-07-012,244
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-0111
Total participants2013-07-012,255
Number of participants with account balances2013-07-012,203
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-01112
2012: AMERICAN LEBANESE SYRIAN ASSOCIATED CHARITIES, INC. EMPLOYEES RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-011,965
Total number of active participants reported on line 7a of the Form 55002012-07-011,428
Number of retired or separated participants receiving benefits2012-07-010
Number of other retired or separated participants entitled to future benefits2012-07-01667
Total of all active and inactive participants2012-07-012,095
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-0111
Total participants2012-07-012,106
Number of participants with account balances2012-07-012,047
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-01107
2011: AMERICAN LEBANESE SYRIAN ASSOCIATED CHARITIES, INC. EMPLOYEES RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-011,711
Total number of active participants reported on line 7a of the Form 55002011-07-011,074
Number of retired or separated participants receiving benefits2011-07-010
Number of other retired or separated participants entitled to future benefits2011-07-01567
Total of all active and inactive participants2011-07-011,641
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-014
Total participants2011-07-011,645
Number of participants with account balances2011-07-011,565
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-0192
2010: AMERICAN LEBANESE SYRIAN ASSOCIATED CHARITIES, INC. EMPLOYEES RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-07-011,689
Total number of active participants reported on line 7a of the Form 55002010-07-011,181
Number of retired or separated participants receiving benefits2010-07-010
Number of other retired or separated participants entitled to future benefits2010-07-01528
Total of all active and inactive participants2010-07-011,709
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-07-012
Total participants2010-07-011,711
Number of participants with account balances2010-07-011,652
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-07-0172
2009: AMERICAN LEBANESE SYRIAN ASSOCIATED CHARITIES, INC. EMPLOYEES RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-011,562
Total number of active participants reported on line 7a of the Form 55002009-07-011,226
Number of retired or separated participants receiving benefits2009-07-010
Number of other retired or separated participants entitled to future benefits2009-07-01451
Total of all active and inactive participants2009-07-011,677
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-013
Total participants2009-07-011,680
Number of participants with account balances2009-07-011,632
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-0125

Financial Data on AMERICAN LEBANESE SYRIAN ASSOCIATED CHARITIES, INC. EMPLOYEES RETIREMENT PLAN

Measure Date Value
2022 : AMERICAN LEBANESE SYRIAN ASSOCIATED CHARITIES, INC. EMPLOYEES RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$877,555
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$0
Total income from all sources (including contributions)2022-12-31$-13,459,474
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$14,475,381
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$14,454,936
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$24,473,679
Value of total assets at end of year2022-12-31$206,245,169
Value of total assets at beginning of year2022-12-31$233,302,469
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$20,445
Total interest from all sources2022-12-31$378,002
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$3,655,355
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$3,655,355
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$11,250,541
Participant contributions at end of year2022-12-31$2,040,554
Participant contributions at beginning of year2022-12-31$1,514,413
Assets. Other investments not covered elsewhere at end of year2022-12-31$1,873,254
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$1,493,309
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$2,433,217
Other income not declared elsewhere2022-12-31$213,042
Administrative expenses (other) incurred2022-12-31$20,120
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-27,934,855
Value of net assets at end of year (total assets less liabilities)2022-12-31$206,245,169
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$233,302,469
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$178,924,677
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$207,759,347
Value of interest in pooled separate accounts at end of year2022-12-31$1,601,662
Value of interest in pooled separate accounts at beginning of year2022-12-31$1,575,112
Interest on participant loans2022-12-31$94,527
Interest earned on other investments2022-12-31$283,475
Value of interest in common/collective trusts at end of year2022-12-31$14,750,877
Value of interest in common/collective trusts at beginning of year2022-12-31$13,894,824
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$7,054,145
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$7,065,464
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$36,537
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-42,568,163
Net investment gain/loss from pooled separate accounts2022-12-31$127,950
Net investment gain or loss from common/collective trusts2022-12-31$260,661
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$10,789,921
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$14,418,399
Contract administrator fees2022-12-31$325
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 name2022-12-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2022-12-31133891517
2021 : AMERICAN LEBANESE SYRIAN ASSOCIATED CHARITIES, INC. EMPLOYEES RETIREMENT 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$53,622,108
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$12,655,436
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$12,631,869
Expenses. Certain deemed distributions of participant loans2021-12-31$2,048
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$22,904,885
Value of total assets at end of year2021-12-31$233,302,469
Value of total assets at beginning of year2021-12-31$192,335,797
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$21,519
Total interest from all sources2021-12-31$450,089
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$2,942,104
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$2,942,104
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 period2021-12-31Yes
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$9,351,927
Participant contributions at end of year2021-12-31$1,514,413
Participant contributions at beginning of year2021-12-31$62,941
Assets. Other investments not covered elsewhere at end of year2021-12-31$1,493,309
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$762,787
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$3,646,983
Other income not declared elsewhere2021-12-31$96,703
Administrative expenses (other) incurred2021-12-31$21,519
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$40,966,672
Value of net assets at end of year (total assets less liabilities)2021-12-31$233,302,469
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$192,335,797
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$207,759,347
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$172,928,260
Value of interest in pooled separate accounts at end of year2021-12-31$1,575,112
Value of interest in pooled separate accounts at beginning of year2021-12-31$1,495,172
Interest on participant loans2021-12-31$12,700
Interest earned on other investments2021-12-31$437,389
Value of interest in common/collective trusts at end of year2021-12-31$13,894,824
Value of interest in common/collective trusts at beginning of year2021-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$7,065,464
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$17,086,637
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$28,368
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$26,976,695
Net investment gain/loss from pooled separate accounts2021-12-31$251,632
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$9,905,975
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$12,603,501
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31Yes
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 name2021-12-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2021-12-31133891517
2020 : AMERICAN LEBANESE SYRIAN ASSOCIATED CHARITIES, INC. EMPLOYEES RETIREMENT 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$43,239,549
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$8,935,101
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$8,929,517
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$17,623,532
Value of total assets at end of year2020-12-31$192,335,797
Value of total assets at beginning of year2020-12-31$158,031,349
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$5,584
Total interest from all sources2020-12-31$482,967
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$4,059,873
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$4,059,873
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$8,236,996
Participant contributions at end of year2020-12-31$62,941
Participant contributions at beginning of year2020-12-31$0
Assets. Other investments not covered elsewhere at end of year2020-12-31$762,787
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$423,456
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$1,507,049
Other income not declared elsewhere2020-12-31$137,031
Administrative expenses (other) incurred2020-12-31$5,584
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$34,304,448
Value of net assets at end of year (total assets less liabilities)2020-12-31$192,335,797
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$158,031,349
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$172,928,260
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$139,895,374
Value of interest in pooled separate accounts at end of year2020-12-31$1,495,172
Value of interest in pooled separate accounts at beginning of year2020-12-31$1,927,734
Interest earned on other investments2020-12-31$482,967
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$17,086,637
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$15,174,410
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$38,401
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$20,948,718
Net investment gain/loss from pooled separate accounts2020-12-31$-12,572
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$7,879,487
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$610,375
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$8,891,116
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 name2020-12-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2020-12-31133891517
2019 : AMERICAN LEBANESE SYRIAN ASSOCIATED CHARITIES, INC. EMPLOYEES RETIREMENT 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$44,886,301
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$7,322,219
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$7,321,384
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$18,898,798
Value of total assets at end of year2019-12-31$158,031,349
Value of total assets at beginning of year2019-12-31$120,467,267
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$835
Total interest from all sources2019-12-31$439,467
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$3,646,812
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$3,646,812
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$7,928,881
Assets. Other investments not covered elsewhere at end of year2019-12-31$423,456
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$371,132
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$2,143,891
Other income not declared elsewhere2019-12-31$27,773
Administrative expenses (other) incurred2019-12-31$835
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$37,564,082
Value of net assets at end of year (total assets less liabilities)2019-12-31$158,031,349
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$120,467,267
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$139,895,374
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$103,153,790
Value of interest in pooled separate accounts at end of year2019-12-31$1,927,734
Value of interest in pooled separate accounts at beginning of year2019-12-31$2,080,411
Interest earned on other investments2019-12-31$439,467
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$15,174,410
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$14,317,291
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$222,998
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$21,764,800
Net investment gain/loss from pooled separate accounts2019-12-31$108,651
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$8,826,026
Employer contributions (assets) at end of year2019-12-31$610,375
Employer contributions (assets) at beginning of year2019-12-31$544,643
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$7,098,386
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 name2019-12-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2019-12-31133891517
2018 : AMERICAN LEBANESE SYRIAN ASSOCIATED CHARITIES, INC. EMPLOYEES RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$9,058,148
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$3,687,511
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$3,686,716
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$16,257,642
Value of total assets at end of year2018-12-31$120,467,267
Value of total assets at beginning of year2018-12-31$115,096,630
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$795
Total interest from all sources2018-12-31$402,295
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$2,999,407
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$2,999,407
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$6,776,909
Assets. Other investments not covered elsewhere at end of year2018-12-31$371,132
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$368,058
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$1,571,036
Other income not declared elsewhere2018-12-31$-40,978
Administrative expenses (other) incurred2018-12-31$795
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$5,370,637
Value of net assets at end of year (total assets less liabilities)2018-12-31$120,467,267
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$115,096,630
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$103,153,790
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$99,371,642
Value of interest in pooled separate accounts at end of year2018-12-31$2,080,411
Value of interest in pooled separate accounts at beginning of year2018-12-31$2,134,390
Interest earned on other investments2018-12-31$402,295
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$14,317,291
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$12,738,847
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$205,365
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-10,658,977
Net investment gain/loss from pooled separate accounts2018-12-31$98,759
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$7,909,697
Employer contributions (assets) at end of year2018-12-31$544,643
Employer contributions (assets) at beginning of year2018-12-31$483,693
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$3,481,351
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 name2018-12-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2018-12-31133891517
2017 : AMERICAN LEBANESE SYRIAN ASSOCIATED CHARITIES, INC. EMPLOYEES RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$30,081,607
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$3,928,484
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$3,927,362
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$14,455,821
Value of total assets at end of year2017-12-31$115,096,630
Value of total assets at beginning of year2017-12-31$88,943,507
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$1,122
Total interest from all sources2017-12-31$356,108
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$2,142,482
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$2,142,482
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$5,828,032
Assets. Other investments not covered elsewhere at end of year2017-12-31$368,058
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$165,087
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$1,575,231
Other income not declared elsewhere2017-12-31$25,625
Administrative expenses (other) incurred2017-12-31$1,122
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$26,153,123
Value of net assets at end of year (total assets less liabilities)2017-12-31$115,096,630
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$88,943,507
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$99,371,642
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$74,567,273
Value of interest in pooled separate accounts at end of year2017-12-31$2,134,390
Value of interest in pooled separate accounts at beginning of year2017-12-31$2,241,409
Interest earned on other investments2017-12-31$356,108
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$12,738,847
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$11,537,965
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$146,732
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$13,009,230
Net investment gain/loss from pooled separate accounts2017-12-31$92,341
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$7,052,558
Employer contributions (assets) at end of year2017-12-31$483,693
Employer contributions (assets) at beginning of year2017-12-31$431,773
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$3,780,630
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 name2017-12-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2017-12-31133891517
2016 : AMERICAN LEBANESE SYRIAN ASSOCIATED CHARITIES, INC. EMPLOYEES RETIREMENT 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$18,854,271
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$3,373,743
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$3,373,114
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$13,231,317
Value of total assets at end of year2016-12-31$88,943,507
Value of total assets at beginning of year2016-12-31$73,462,979
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$629
Total interest from all sources2016-12-31$363,344
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,788,857
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$1,788,857
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$4,803,447
Assets. Other investments not covered elsewhere at end of year2016-12-31$165,087
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$228,880
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$2,098,288
Other income not declared elsewhere2016-12-31$8,016
Administrative expenses (other) incurred2016-12-31$629
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$15,480,528
Value of net assets at end of year (total assets less liabilities)2016-12-31$88,943,507
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$73,462,979
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$74,567,273
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$59,454,388
Value of interest in pooled separate accounts at end of year2016-12-31$2,241,409
Value of interest in pooled separate accounts at beginning of year2016-12-31$2,397,696
Interest earned on other investments2016-12-31$363,344
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$11,537,965
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$11,041,022
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$367,115
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$3,343,977
Net investment gain/loss from pooled separate accounts2016-12-31$118,760
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$6,329,582
Employer contributions (assets) at end of year2016-12-31$431,773
Employer contributions (assets) at beginning of year2016-12-31$340,993
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$3,005,999
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 name2016-12-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2016-12-31133891517
2015 : AMERICAN LEBANESE SYRIAN ASSOCIATED CHARITIES, INC. EMPLOYEES RETIREMENT 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$4,448,328
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$671,705
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$669,003
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$5,876,655
Value of total assets at end of year2015-12-31$73,462,979
Value of total assets at beginning of year2015-12-31$69,686,356
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$2,702
Total interest from all sources2015-12-31$158,522
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$1,738,074
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$1,738,074
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$2,295,581
Assets. Other investments not covered elsewhere at end of year2015-12-31$228,880
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$215,497
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$530,290
Other income not declared elsewhere2015-12-31$-1,791
Administrative expenses (other) incurred2015-12-31$2,702
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$3,776,623
Value of net assets at end of year (total assets less liabilities)2015-12-31$73,462,979
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$69,686,356
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$59,454,388
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$57,419,290
Value of interest in pooled separate accounts at end of year2015-12-31$2,397,696
Value of interest in pooled separate accounts at beginning of year2015-12-31$2,367,583
Interest earned on other investments2015-12-31$158,522
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$11,041,022
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$9,683,986
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-3,408,928
Net investment gain/loss from pooled separate accounts2015-12-31$85,796
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$3,050,784
Employer contributions (assets) at end of year2015-12-31$340,993
Employer contributions (assets) at beginning of year2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$669,003
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 name2015-12-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2015-12-31133891517
Total unrealized appreciation/depreciation of assets2015-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$28,657
Total income from all sources (including contributions)2015-06-30$11,944,247
Total loss/gain on sale of assets2015-06-30$0
Total of all expenses incurred2015-06-30$3,320,567
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$3,317,118
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$9,496,914
Value of total assets at end of year2015-06-30$69,686,356
Value of total assets at beginning of year2015-06-30$61,091,333
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$3,449
Total interest from all sources2015-06-30$304,169
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$1,144,986
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2015-06-30$1,144,986
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$2,000,000
If this is an individual account plan, was there a blackout period2015-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-06-30$0
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Contributions received from participants2015-06-30$3,731,712
Assets. Other investments not covered elsewhere at end of year2015-06-30$215,497
Assets. Other investments not covered elsewhere at beginning of year2015-06-30$186,096
Income. Received or receivable in cash from other sources (including rollovers)2015-06-30$988,963
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-06-30$28,657
Other income not declared elsewhere2015-06-30$10,273
Administrative expenses (other) incurred2015-06-30$3,449
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$8,623,680
Value of net assets at end of year (total assets less liabilities)2015-06-30$69,686,356
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$61,062,676
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-06-30$57,419,290
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$49,528,165
Value of interest in pooled separate accounts at end of year2015-06-30$2,367,583
Value of interest in pooled separate accounts at beginning of year2015-06-30$2,379,271
Interest earned on other investments2015-06-30$304,169
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-06-30$9,683,986
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-06-30$8,997,801
Expenses. Payments to insurance carriers foe the provision of benefits2015-06-30$332,834
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-06-30$745,729
Net investment gain/loss from pooled separate accounts2015-06-30$242,176
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30No
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$4,776,239
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$2,984,284
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30Yes
Opinion of an independent qualified public accountant for this plan2015-06-30Disclaimer
Accountancy firm name2015-06-30DELOITTE & TOUCHE LLP
Accountancy firm EIN2015-06-30133891517
2014 : AMERICAN LEBANESE SYRIAN ASSOCIATED CHARITIES, INC. EMPLOYEES RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$28,657
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total income from all sources (including contributions)2014-06-30$16,822,527
Total loss/gain on sale of assets2014-06-30$0
Total of all expenses incurred2014-06-30$2,608,352
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$2,412,634
Value of total corrective distributions2014-06-30$193,349
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$8,685,979
Value of total assets at end of year2014-06-30$61,091,333
Value of total assets at beginning of year2014-06-30$46,848,501
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$2,369
Total interest from all sources2014-06-30$301,205
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$821,214
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2014-06-30$821,214
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$2,000,000
If this is an individual account plan, was there a blackout period2014-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-06-30$0
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Contributions received from participants2014-06-30$3,072,085
Assets. Other investments not covered elsewhere at end of year2014-06-30$186,096
Income. Received or receivable in cash from other sources (including rollovers)2014-06-30$924,443
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-06-30$28,657
Other income not declared elsewhere2014-06-30$30,457
Administrative expenses (other) incurred2014-06-30$2,369
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$14,214,175
Value of net assets at end of year (total assets less liabilities)2014-06-30$61,062,676
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$46,848,501
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-06-30$49,528,165
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$36,334,461
Value of interest in pooled separate accounts at end of year2014-06-30$2,379,271
Value of interest in pooled separate accounts at beginning of year2014-06-30$2,303,644
Interest earned on other investments2014-06-30$301,205
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-06-30$8,997,801
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-06-30$8,210,396
Expenses. Payments to insurance carriers foe the provision of benefits2014-06-30$23,143
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-06-30$6,741,208
Net investment gain/loss from pooled separate accounts2014-06-30$242,464
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30No
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Contributions received in cash from employer2014-06-30$4,689,451
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$2,389,491
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30Yes
Opinion of an independent qualified public accountant for this plan2014-06-30Disclaimer
Accountancy firm name2014-06-30DELOITTE & TOUCHE LLP
Accountancy firm EIN2014-06-30133891517
2013 : AMERICAN LEBANESE SYRIAN ASSOCIATED CHARITIES, INC. EMPLOYEES RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-06-30$0
Total transfer of assets to this plan2013-06-30$27,312
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total income from all sources (including contributions)2013-06-30$12,199,404
Total loss/gain on sale of assets2013-06-30$0
Total of all expenses incurred2013-06-30$2,422,258
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$2,419,588
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$7,598,910
Value of total assets at end of year2013-06-30$46,848,501
Value of total assets at beginning of year2013-06-30$37,044,043
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$2,670
Total interest from all sources2013-06-30$286,170
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$440,961
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2013-06-30$440,961
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$2,000,000
If this is an individual account plan, was there a blackout period2013-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-06-30$0
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Contributions received from participants2013-06-30$2,721,227
Income. Received or receivable in cash from other sources (including rollovers)2013-06-30$528,323
Administrative expenses (other) incurred2013-06-30$2,670
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$9,777,146
Value of net assets at end of year (total assets less liabilities)2013-06-30$46,848,501
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$37,044,043
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-06-30$36,334,461
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-06-30$27,361,591
Value of interest in pooled separate accounts at end of year2013-06-30$2,303,644
Value of interest in pooled separate accounts at beginning of year2013-06-30$2,404,053
Interest earned on other investments2013-06-30$286,170
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-06-30$8,210,396
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-06-30$7,278,399
Expenses. Payments to insurance carriers foe the provision of benefits2013-06-30$109,319
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-06-30$3,680,804
Net investment gain/loss from pooled separate accounts2013-06-30$192,559
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30No
Was there a failure to transmit to the plan any participant contributions2013-06-30Yes
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$4,349,360
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$2,310,269
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30Yes
Opinion of an independent qualified public accountant for this plan2013-06-30Disclaimer
Accountancy firm name2013-06-30DELOITTE & TOUCHE LLP
Accountancy firm EIN2013-06-30133891517
2012 : AMERICAN LEBANESE SYRIAN ASSOCIATED CHARITIES, INC. EMPLOYEES RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total income from all sources (including contributions)2012-06-30$7,219,078
Total loss/gain on sale of assets2012-06-30$0
Total of all expenses incurred2012-06-30$1,596,282
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$1,595,370
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$6,556,936
Value of total assets at end of year2012-06-30$37,044,043
Value of total assets at beginning of year2012-06-30$31,421,247
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$912
Total interest from all sources2012-06-30$264,870
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$210,309
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2012-06-30$210,309
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$2,000,000
If this is an individual account plan, was there a blackout period2012-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-06-30$0
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Contributions received from participants2012-06-30$2,175,124
Assets. Other investments not covered elsewhere at end of year2012-06-30$0
Assets. Other investments not covered elsewhere at beginning of year2012-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2012-06-30$350,914
Administrative expenses (other) incurred2012-06-30$912
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$5,622,796
Value of net assets at end of year (total assets less liabilities)2012-06-30$37,044,043
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$31,421,247
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-06-30$27,361,591
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-06-30$23,019,322
Value of interest in pooled separate accounts at end of year2012-06-30$2,404,053
Value of interest in pooled separate accounts at beginning of year2012-06-30$2,422,376
Interest earned on other investments2012-06-30$264,870
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-06-30$7,278,399
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-06-30$5,979,549
Expenses. Payments to insurance carriers foe the provision of benefits2012-06-30$46,904
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-06-30$-65,011
Net investment gain/loss from pooled separate accounts2012-06-30$251,974
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30No
Was there a failure to transmit to the plan any participant contributions2012-06-30Yes
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$4,030,898
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$1,548,466
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30Yes
Opinion of an independent qualified public accountant for this plan2012-06-30Disclaimer
Accountancy firm name2012-06-30DELOITTE & TOUCHE LLP
Accountancy firm EIN2012-06-30133891517
2011 : AMERICAN LEBANESE SYRIAN ASSOCIATED CHARITIES, INC. EMPLOYEES RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total income from all sources (including contributions)2011-06-30$8,682,934
Total loss/gain on sale of assets2011-06-30$0
Total of all expenses incurred2011-06-30$1,926,127
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$1,923,487
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$3,844,815
Value of total assets at end of year2011-06-30$31,421,247
Value of total assets at beginning of year2011-06-30$24,664,440
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$2,640
Total interest from all sources2011-06-30$234,734
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$74,357
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2011-06-30$74,357
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$2,000,000
If this is an individual account plan, was there a blackout period2011-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-06-30$0
Funding deficiency by the employer to the plan for this plan year2011-06-30$0
Minimum employer required contribution for this plan year2011-06-30$3,841,597
Amount contributed by the employer to the plan for this plan year2011-06-30$3,841,597
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Income. Received or receivable in cash from other sources (including rollovers)2011-06-30$3,218
Administrative expenses (other) incurred2011-06-30$2,640
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$6,756,807
Value of net assets at end of year (total assets less liabilities)2011-06-30$31,421,247
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$24,664,440
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-06-30$23,019,322
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-06-30$17,365,818
Value of interest in pooled separate accounts at end of year2011-06-30$2,422,376
Value of interest in pooled separate accounts at beginning of year2011-06-30$1,757,273
Interest earned on other investments2011-06-30$234,734
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-06-30$5,979,549
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-06-30$5,541,349
Expenses. Payments to insurance carriers foe the provision of benefits2011-06-30$153,419
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-06-30$4,167,979
Net investment gain/loss from pooled separate accounts2011-06-30$361,049
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30No
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$3,841,597
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$1,770,068
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30Yes
Opinion of an independent qualified public accountant for this plan2011-06-30Disclaimer
Accountancy firm name2011-06-30DELOITTE & TOUCHE LLP
Accountancy firm EIN2011-06-30133891517
2010 : AMERICAN LEBANESE SYRIAN ASSOCIATED CHARITIES, INC. EMPLOYEES RETIREMENT PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-06-30$0
Funding deficiency by the employer to the plan for this plan year2010-06-30$0
Minimum employer required contribution for this plan year2010-06-30$3,658,232
Amount contributed by the employer to the plan for this plan year2010-06-30$3,658,232

Form 5500 Responses for AMERICAN LEBANESE SYRIAN ASSOCIATED CHARITIES, INC. EMPLOYEES RETIREMENT PLAN

2022: AMERICAN LEBANESE SYRIAN ASSOCIATED CHARITIES, INC. EMPLOYEES RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: AMERICAN LEBANESE SYRIAN ASSOCIATED CHARITIES, INC. EMPLOYEES RETIREMENT 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: AMERICAN LEBANESE SYRIAN ASSOCIATED CHARITIES, INC. EMPLOYEES RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: AMERICAN LEBANESE SYRIAN ASSOCIATED CHARITIES, INC. EMPLOYEES RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: AMERICAN LEBANESE SYRIAN ASSOCIATED CHARITIES, INC. EMPLOYEES RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: AMERICAN LEBANESE SYRIAN ASSOCIATED CHARITIES, INC. EMPLOYEES RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: AMERICAN LEBANESE SYRIAN ASSOCIATED CHARITIES, INC. EMPLOYEES RETIREMENT 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 – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: AMERICAN LEBANESE SYRIAN ASSOCIATED CHARITIES, INC. EMPLOYEES RETIREMENT PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)Yes
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement – InsuranceYes
2015-07-01Plan benefit arrangement - TrustYes
2014: AMERICAN LEBANESE SYRIAN ASSOCIATED CHARITIES, INC. EMPLOYEES RETIREMENT PLAN 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement – InsuranceYes
2014-07-01Plan benefit arrangement - TrustYes
2013: AMERICAN LEBANESE SYRIAN ASSOCIATED CHARITIES, INC. EMPLOYEES RETIREMENT PLAN 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement – InsuranceYes
2013-07-01Plan benefit arrangement - TrustYes
2012: AMERICAN LEBANESE SYRIAN ASSOCIATED CHARITIES, INC. EMPLOYEES RETIREMENT PLAN 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement – InsuranceYes
2012-07-01Plan benefit arrangement - TrustYes
2011: AMERICAN LEBANESE SYRIAN ASSOCIATED CHARITIES, INC. EMPLOYEES RETIREMENT PLAN 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement – InsuranceYes
2011-07-01Plan benefit arrangement - TrustYes
2010: AMERICAN LEBANESE SYRIAN ASSOCIATED CHARITIES, INC. EMPLOYEES RETIREMENT PLAN 2010 form 5500 responses
2010-07-01Type of plan entitySingle employer plan
2010-07-01Submission has been amendedNo
2010-07-01This submission is the final filingNo
2010-07-01This return/report is a short plan year return/report (less than 12 months)No
2010-07-01Plan is a collectively bargained planNo
2010-07-01Plan funding arrangement – InsuranceYes
2010-07-01Plan funding arrangement – TrustYes
2010-07-01Plan benefit arrangement – InsuranceYes
2010-07-01Plan benefit arrangement - TrustYes
2009: AMERICAN LEBANESE SYRIAN ASSOCIATED CHARITIES, INC. EMPLOYEES RETIREMENT PLAN 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedNo
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – InsuranceYes
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement – InsuranceYes
2009-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number405476
Policy instance 1
Insurance contract or identification number405476
Number of Individuals Covered729
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number405476
Policy instance 1
Insurance contract or identification number405476
Number of Individuals Covered746
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 $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number405476
Policy instance 1
Insurance contract or identification number405476
Number of Individuals Covered930
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number405476
Policy instance 1
Insurance contract or identification number405476
Number of Individuals Covered953
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 $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number405476
Policy instance 1
Insurance contract or identification number405476
Number of Individuals Covered1036
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 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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number405476
Policy instance 1
Insurance contract or identification number405476
Number of Individuals Covered1021
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 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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number405476
Policy instance 1
Insurance contract or identification number405476
Number of Individuals Covered1035
Insurance policy start date2015-07-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $330
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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 fees330
Additional information about fees paid to insurance brokerSELF DIRECTED BROKERAGE
Insurance broker organization code?2
Insurance broker nameTIAA TRUST COMPANY
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number405476
Policy instance 1
Insurance contract or identification number405476
Number of Individuals Covered2175
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
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?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number405476
Policy instance 1
Insurance contract or identification number405476
Number of Individuals Covered1157
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
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?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number101357
Policy instance 1
Insurance contract or identification number101357
Number of Individuals Covered0
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
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?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number405476
Policy instance 2
Insurance contract or identification number405476
Number of Individuals Covered2047
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
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?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number101357
Policy instance 1
Insurance contract or identification number101357
Number of Individuals Covered1565
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
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?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number405476
Policy instance 2
Insurance contract or identification number405476
Number of Individuals Covered1192
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
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?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number101357
Policy instance 1
Insurance contract or identification number101357
Number of Individuals Covered1653
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
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?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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

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

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

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

See full terms and conditions

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