CATHOLIC ORDER OF FORESTERS has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan CATHOLIC ORDER OF FORESTERS INCENTIVE SAVINGS PLAN
401k plan membership statisitcs for CATHOLIC ORDER OF FORESTERS INCENTIVE SAVINGS PLAN
Measure | Date | Value |
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2015: CATHOLIC ORDER OF FORESTERS INCENTIVE SAVINGS PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 78 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 74 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 15 |
Total of all active and inactive participants | 2015-01-01 | 89 |
Total participants | 2015-01-01 | 89 |
Number of participants with account balances | 2015-01-01 | 89 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 3 |
2014: CATHOLIC ORDER OF FORESTERS INCENTIVE SAVINGS PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 75 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 62 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 16 |
Total of all active and inactive participants | 2014-01-01 | 78 |
Total participants | 2014-01-01 | 78 |
Number of participants with account balances | 2014-01-01 | 78 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 2 |
2013: CATHOLIC ORDER OF FORESTERS INCENTIVE SAVINGS PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 70 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 62 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 13 |
Total of all active and inactive participants | 2013-01-01 | 75 |
Total participants | 2013-01-01 | 75 |
Number of participants with account balances | 2013-01-01 | 75 |
2012: CATHOLIC ORDER OF FORESTERS INCENTIVE SAVINGS PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 72 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 60 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 10 |
Total of all active and inactive participants | 2012-01-01 | 70 |
Total participants | 2012-01-01 | 70 |
Number of participants with account balances | 2012-01-01 | 70 |
2011: CATHOLIC ORDER OF FORESTERS INCENTIVE SAVINGS PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 73 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 62 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 10 |
Total of all active and inactive participants | 2011-01-01 | 72 |
Total participants | 2011-01-01 | 72 |
Number of participants with account balances | 2011-01-01 | 72 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 2 |
2010: CATHOLIC ORDER OF FORESTERS INCENTIVE SAVINGS PLAN 2010 401k membership |
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Total participants, beginning-of-year | 2010-01-01 | 65 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 64 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 9 |
Total of all active and inactive participants | 2010-01-01 | 73 |
Total participants | 2010-01-01 | 73 |
Number of participants with account balances | 2010-01-01 | 73 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 1 |
2009: CATHOLIC ORDER OF FORESTERS INCENTIVE SAVINGS PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 70 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 58 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 7 |
Total of all active and inactive participants | 2009-01-01 | 65 |
Total participants | 2009-01-01 | 65 |
Number of participants with account balances | 2009-01-01 | 65 |
Measure | Date | Value |
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2015 : CATHOLIC ORDER OF FORESTERS INCENTIVE SAVINGS PLAN 2015 401k financial data |
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Total income from all sources | 2015-12-31 | $1,332,594 |
Expenses. Total of all expenses incurred | 2015-12-31 | $162,224 |
Benefits paid (including direct rollovers) | 2015-12-31 | $139,205 |
Total plan assets at end of year | 2015-12-31 | $8,546,252 |
Total plan assets at beginning of year | 2015-12-31 | $7,375,882 |
Value of fidelity bond covering the plan | 2015-12-31 | $1,000,000 |
Total contributions received or receivable from participants | 2015-12-31 | $750,143 |
Expenses. Other expenses not covered elsewhere | 2015-12-31 | $23,019 |
Contributions received from other sources (not participants or employers) | 2015-12-31 | $303 |
Other income received | 2015-12-31 | $105,261 |
Net income (gross income less expenses) | 2015-12-31 | $1,170,370 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $8,546,252 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $7,375,882 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $476,887 |
2014 : CATHOLIC ORDER OF FORESTERS INCENTIVE SAVINGS PLAN 2014 401k financial data |
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Total income from all sources | 2014-12-31 | $1,050,872 |
Expenses. Total of all expenses incurred | 2014-12-31 | $1,291,976 |
Benefits paid (including direct rollovers) | 2014-12-31 | $1,283,456 |
Total plan assets at end of year | 2014-12-31 | $7,375,882 |
Total plan assets at beginning of year | 2014-12-31 | $7,616,986 |
Value of fidelity bond covering the plan | 2014-12-31 | $1,000,000 |
Total contributions received or receivable from participants | 2014-12-31 | $506,428 |
Expenses. Other expenses not covered elsewhere | 2014-12-31 | $8,520 |
Contributions received from other sources (not participants or employers) | 2014-12-31 | $16,282 |
Other income received | 2014-12-31 | $341,509 |
Net income (gross income less expenses) | 2014-12-31 | $-241,104 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $7,375,882 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $7,616,986 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $186,653 |
2013 : CATHOLIC ORDER OF FORESTERS INCENTIVE SAVINGS PLAN 2013 401k financial data |
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Total income from all sources | 2013-12-31 | $1,522,231 |
Expenses. Total of all expenses incurred | 2013-12-31 | $827,062 |
Benefits paid (including direct rollovers) | 2013-12-31 | $798,780 |
Total plan assets at end of year | 2013-12-31 | $7,616,986 |
Total plan assets at beginning of year | 2013-12-31 | $6,921,817 |
Value of fidelity bond covering the plan | 2013-12-31 | $1,000,000 |
Total contributions received or receivable from participants | 2013-12-31 | $434,844 |
Expenses. Other expenses not covered elsewhere | 2013-12-31 | $28,282 |
Other income received | 2013-12-31 | $943,100 |
Net income (gross income less expenses) | 2013-12-31 | $695,169 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $7,616,986 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $6,921,817 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $144,287 |
2012 : CATHOLIC ORDER OF FORESTERS INCENTIVE SAVINGS PLAN 2012 401k financial data |
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Total income from all sources | 2012-12-31 | $1,134,555 |
Expenses. Total of all expenses incurred | 2012-12-31 | $289,831 |
Benefits paid (including direct rollovers) | 2012-12-31 | $289,266 |
Total plan assets at end of year | 2012-12-31 | $6,921,817 |
Total plan assets at beginning of year | 2012-12-31 | $6,077,093 |
Value of fidelity bond covering the plan | 2012-12-31 | $1,000,000 |
Total contributions received or receivable from participants | 2012-12-31 | $406,504 |
Expenses. Other expenses not covered elsewhere | 2012-12-31 | $565 |
Other income received | 2012-12-31 | $579,536 |
Net income (gross income less expenses) | 2012-12-31 | $844,724 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $6,921,817 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $6,077,093 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $148,515 |
2011 : CATHOLIC ORDER OF FORESTERS INCENTIVE SAVINGS PLAN 2011 401k financial data |
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Total income from all sources | 2011-12-31 | $468,507 |
Expenses. Total of all expenses incurred | 2011-12-31 | $93,162 |
Benefits paid (including direct rollovers) | 2011-12-31 | $92,126 |
Total plan assets at end of year | 2011-12-31 | $6,077,093 |
Total plan assets at beginning of year | 2011-12-31 | $5,701,748 |
Value of fidelity bond covering the plan | 2011-12-31 | $500,000 |
Total contributions received or receivable from participants | 2011-12-31 | $394,635 |
Expenses. Other expenses not covered elsewhere | 2011-12-31 | $1,036 |
Other income received | 2011-12-31 | $-70,768 |
Net income (gross income less expenses) | 2011-12-31 | $375,345 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $6,077,093 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $5,701,748 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $144,640 |
2010 : CATHOLIC ORDER OF FORESTERS INCENTIVE SAVINGS PLAN 2010 401k financial data |
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Total income from all sources | 2010-12-31 | $1,067,695 |
Expenses. Total of all expenses incurred | 2010-12-31 | $361,251 |
Benefits paid (including direct rollovers) | 2010-12-31 | $355,196 |
Total plan assets at end of year | 2010-12-31 | $5,701,748 |
Total plan assets at beginning of year | 2010-12-31 | $4,995,304 |
Value of fidelity bond covering the plan | 2010-12-31 | $500,000 |
Total contributions received or receivable from participants | 2010-12-31 | $378,469 |
Expenses. Other expenses not covered elsewhere | 2010-12-31 | $6,055 |
Other income received | 2010-12-31 | $548,266 |
Net income (gross income less expenses) | 2010-12-31 | $706,444 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $5,701,748 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $4,995,304 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $140,960 |
2015: CATHOLIC ORDER OF FORESTERS INCENTIVE SAVINGS PLAN 2015 form 5500 responses |
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2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Plan funding arrangement – Insurance | Yes |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: CATHOLIC ORDER OF FORESTERS INCENTIVE SAVINGS PLAN 2014 form 5500 responses |
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2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Plan funding arrangement – Insurance | Yes |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: CATHOLIC ORDER OF FORESTERS INCENTIVE SAVINGS PLAN 2013 form 5500 responses |
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2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Plan funding arrangement – Insurance | Yes |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: CATHOLIC ORDER OF FORESTERS INCENTIVE SAVINGS PLAN 2012 form 5500 responses |
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2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Plan funding arrangement – Insurance | Yes |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: CATHOLIC ORDER OF FORESTERS INCENTIVE SAVINGS PLAN 2011 form 5500 responses |
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2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Plan funding arrangement – Insurance | Yes |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2010: CATHOLIC ORDER OF FORESTERS INCENTIVE SAVINGS PLAN 2010 form 5500 responses |
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2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Plan funding arrangement – Insurance | Yes |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: CATHOLIC ORDER OF FORESTERS INCENTIVE SAVINGS PLAN 2009 form 5500 responses |
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2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Plan funding arrangement – Insurance | Yes |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 ) |
Policy contract number | 010013 |
Policy instance | 1 |
Insurance contract or identification number | 010013 | Number of Individuals Covered | 89 | Insurance policy start date | 2015-01-01 | Insurance policy end date | 2015-12-31 | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 ) |
Policy contract number | 010013 |
Policy instance | 1 |
Insurance contract or identification number | 010013 | Number of Individuals Covered | 78 | Insurance policy start date | 2014-01-01 | Insurance policy end date | 2014-12-31 | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 ) |
Policy contract number | 010013 |
Policy instance | 1 |
Insurance contract or identification number | 010013 | Number of Individuals Covered | 75 | Insurance policy start date | 2013-01-01 | Insurance policy end date | 2013-12-31 | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 ) |
Policy contract number | 010013 |
Policy instance | 1 |
Insurance contract or identification number | 010013 | Number of Individuals Covered | 70 | Insurance policy start date | 2012-01-01 | Insurance policy end date | 2012-12-31 | Total amount of fees paid to insurance company | USD $513 | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Amount paid for insurance broker fees | 513 | Additional information about fees paid to insurance broker | SERVICES TO INSURER OR PLAN | Insurance broker organization code? | 4 | Insurance broker name | FINANCIAL NETWORK INVESTMENTS CORP |
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PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 ) |
Policy contract number | 010013 |
Policy instance | 1 |
Insurance contract or identification number | 010013 | Insurance policy start date | 2011-01-01 | Insurance policy end date | 2011-12-31 | Total amount of fees paid to insurance company | USD $5,886 | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 ) |
Policy contract number | 010013 |
Policy instance | 1 |
Insurance contract or identification number | 010013 | Number of Individuals Covered | 73 | Insurance policy start date | 2010-01-01 | Insurance policy end date | 2010-12-31 | Total amount of fees paid to insurance company | USD $5,073 | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Amount paid for insurance broker fees | 5073 | Additional information about fees paid to insurance broker | SERVICES TO INSURER OR PLAN | Insurance broker organization code? | 4 | Insurance broker name | FINANCIAL NETWORK INVESTMENTS CORP |
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