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CHINESE AMERICAN SERVICE LEAGUE RETIREMENT PLAN 401k Plan overview

Plan NameCHINESE AMERICAN SERVICE LEAGUE RETIREMENT PLAN
Plan identification number 001

CHINESE AMERICAN SERVICE LEAGUE RETIREMENT PLAN Benefits

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

401k Sponsoring company profile

CHINESE AMERICAN SERVICE LEAGUE, INC. has sponsored the creation of one or more 401k plans.

Company Name:CHINESE AMERICAN SERVICE LEAGUE, INC.
Employer identification number (EIN):362984043
NAIC Classification:624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CHINESE AMERICAN SERVICE LEAGUE RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01PAMELA PERKINS
0012016-01-01PAMELA PERKINS
0012015-01-01PAMELA PERKINS
0012014-01-01PAMELA PERKINS
0012013-01-01GRACE CHAN
0012012-01-01GRACE CHAN
0012011-01-01GRACE CHAN
0012010-01-01GRACE CHAN
0012009-01-01GRACE CHAN
0012009-01-01GRACE CHAN

Plan Statistics for CHINESE AMERICAN SERVICE LEAGUE RETIREMENT PLAN

401k plan membership statisitcs for CHINESE AMERICAN SERVICE LEAGUE RETIREMENT PLAN

Measure Date Value
2022: CHINESE AMERICAN SERVICE LEAGUE RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01722
Total number of active participants reported on line 7a of the Form 55002022-01-01763
Number of retired or separated participants receiving benefits2022-01-0121
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-01784
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01784
Number of participants with account balances2022-01-01418
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-014
2021: CHINESE AMERICAN SERVICE LEAGUE RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01346
Total number of active participants reported on line 7a of the Form 55002021-01-01122
Number of retired or separated participants receiving benefits2021-01-018
Number of other retired or separated participants entitled to future benefits2021-01-01138
Total of all active and inactive participants2021-01-01268
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-01269
Number of participants with account balances2021-01-01243
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-012
2020: CHINESE AMERICAN SERVICE LEAGUE RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01224
Total number of active participants reported on line 7a of the Form 55002020-01-01198
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01147
Total of all active and inactive participants2020-01-01345
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01346
Number of participants with account balances2020-01-01229
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-016
2019: CHINESE AMERICAN SERVICE LEAGUE RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01222
Total number of active participants reported on line 7a of the Form 55002019-01-0181
Number of retired or separated participants receiving benefits2019-01-017
Number of other retired or separated participants entitled to future benefits2019-01-01135
Total of all active and inactive participants2019-01-01223
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01224
Number of participants with account balances2019-01-01224
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0113
2018: CHINESE AMERICAN SERVICE LEAGUE RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01223
Total number of active participants reported on line 7a of the Form 55002018-01-0189
Number of retired or separated participants receiving benefits2018-01-017
Number of other retired or separated participants entitled to future benefits2018-01-01126
Total of all active and inactive participants2018-01-01222
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01222
Number of participants with account balances2018-01-01220
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0110
2017: CHINESE AMERICAN SERVICE LEAGUE RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01197
Total number of active participants reported on line 7a of the Form 55002017-01-0191
Number of retired or separated participants receiving benefits2017-01-015
Number of other retired or separated participants entitled to future benefits2017-01-01109
Total of all active and inactive participants2017-01-01205
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01205
Number of participants with account balances2017-01-01198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-014
2016: CHINESE AMERICAN SERVICE LEAGUE RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01191
Total number of active participants reported on line 7a of the Form 55002016-01-01104
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0193
Total of all active and inactive participants2016-01-01197
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01197
Number of participants with account balances2016-01-01192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-018
2015: CHINESE AMERICAN SERVICE LEAGUE RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01176
Total number of active participants reported on line 7a of the Form 55002015-01-01111
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0180
Total of all active and inactive participants2015-01-01191
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01191
Number of participants with account balances2015-01-01187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-014
2014: CHINESE AMERICAN SERVICE LEAGUE RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01179
Total number of active participants reported on line 7a of the Form 55002014-01-01105
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0171
Total of all active and inactive participants2014-01-01176
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01176
Number of participants with account balances2014-01-01174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-016
2013: CHINESE AMERICAN SERVICE LEAGUE RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01170
Total number of active participants reported on line 7a of the Form 55002013-01-01107
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0172
Total of all active and inactive participants2013-01-01179
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01179
Number of participants with account balances2013-01-01173
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-018
2012: CHINESE AMERICAN SERVICE LEAGUE RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01178
Total number of active participants reported on line 7a of the Form 55002012-01-01107
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0163
Total of all active and inactive participants2012-01-01170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01170
Number of participants with account balances2012-01-01156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-015
2011: CHINESE AMERICAN SERVICE LEAGUE RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01181
Total number of active participants reported on line 7a of the Form 55002011-01-01125
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0153
Total of all active and inactive participants2011-01-01178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01178
Number of participants with account balances2011-01-01137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0110
2010: CHINESE AMERICAN SERVICE LEAGUE RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01153
Total number of active participants reported on line 7a of the Form 55002010-01-01125
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0156
Total of all active and inactive participants2010-01-01181
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01181
Number of participants with account balances2010-01-01137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-019
2009: CHINESE AMERICAN SERVICE LEAGUE RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01167
Total number of active participants reported on line 7a of the Form 55002009-01-01103
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0150
Total of all active and inactive participants2009-01-01153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01153
Number of participants with account balances2009-01-01135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-012

Financial Data on CHINESE AMERICAN SERVICE LEAGUE RETIREMENT PLAN

Measure Date Value
2022 : CHINESE AMERICAN SERVICE LEAGUE RETIREMENT PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-454,204
Total of all expenses incurred2022-12-31$461,670
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$446,710
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$529,991
Value of total assets at end of year2022-12-31$5,113,531
Value of total assets at beginning of year2022-12-31$6,029,405
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$14,960
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$360,000
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$243,640
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-915,874
Value of net assets at end of year (total assets less liabilities)2022-12-31$5,113,531
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$6,029,405
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$14,960
Value of interest in pooled separate accounts at end of year2022-12-31$3,743,809
Value of interest in pooled separate accounts at beginning of year2022-12-31$4,808,711
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$1,369,722
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$1,011,293
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$286,351
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$209,401
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$446,710
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 name2022-12-31FGMK
Accountancy firm EIN2022-12-31362929601
2021 : CHINESE AMERICAN SERVICE LEAGUE RETIREMENT PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$1,101,713
Total of all expenses incurred2021-12-31$420,414
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$391,356
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$642,865
Value of total assets at end of year2021-12-31$6,029,405
Value of total assets at beginning of year2021-12-31$5,348,106
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$29,058
Total interest from all sources2021-12-31$17,876
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$280,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$227,668
Administrative expenses (other) incurred2021-12-31$29,058
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$681,299
Value of net assets at end of year (total assets less liabilities)2021-12-31$6,029,405
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$5,348,106
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 pooled separate accounts at end of year2021-12-31$4,808,711
Value of interest in pooled separate accounts at beginning of year2021-12-31$4,020,322
Interest earned on other investments2021-12-31$17,876
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$1,011,293
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$1,319,682
Net investment gain/loss from pooled separate accounts2021-12-31$440,972
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$415,197
Employer contributions (assets) at end of year2021-12-31$209,401
Employer contributions (assets) at beginning of year2021-12-31$8,102
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$391,356
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Disclaimer
Accountancy firm name2021-12-31FGMK
Accountancy firm EIN2021-12-31362929601
2020 : CHINESE AMERICAN SERVICE LEAGUE RETIREMENT PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$1,354,551
Total of all expenses incurred2020-12-31$427,412
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$403,160
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$376,013
Value of total assets at end of year2020-12-31$5,348,106
Value of total assets at beginning of year2020-12-31$4,420,967
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$24,252
Total interest from all sources2020-12-31$19,565
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$280,000
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$167,700
Administrative expenses (other) incurred2020-12-31$24,252
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$927,139
Value of net assets at end of year (total assets less liabilities)2020-12-31$5,348,106
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$4,420,967
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 pooled separate accounts at end of year2020-12-31$4,020,322
Value of interest in pooled separate accounts at beginning of year2020-12-31$3,217,248
Interest earned on other investments2020-12-31$19,565
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$1,319,682
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$1,195,589
Net investment gain/loss from pooled separate accounts2020-12-31$958,973
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$208,313
Employer contributions (assets) at end of year2020-12-31$8,102
Employer contributions (assets) at beginning of year2020-12-31$8,130
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$403,160
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
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 name2020-12-31FGMK
Accountancy firm EIN2020-12-31362929601
2019 : CHINESE AMERICAN SERVICE LEAGUE RETIREMENT PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$1,160,954
Total of all expenses incurred2019-12-31$1,069,224
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,046,139
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$372,374
Value of total assets at end of year2019-12-31$4,420,967
Value of total assets at beginning of year2019-12-31$4,329,237
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$23,085
Total interest from all sources2019-12-31$15,744
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$280,000
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$168,319
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$15,329
Administrative expenses (other) incurred2019-12-31$23,085
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$91,730
Value of net assets at end of year (total assets less liabilities)2019-12-31$4,420,967
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$4,329,237
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 pooled separate accounts at end of year2019-12-31$3,217,248
Value of interest in pooled separate accounts at beginning of year2019-12-31$3,521,972
Interest earned on other investments2019-12-31$15,744
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,195,589
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$807,265
Net investment gain/loss from pooled separate accounts2019-12-31$772,836
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$188,726
Employer contributions (assets) at end of year2019-12-31$8,130
Employer contributions (assets) at beginning of year2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,046,139
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
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 name2019-12-31FGMK
Accountancy firm EIN2019-12-31362929601
2018 : CHINESE AMERICAN SERVICE LEAGUE RETIREMENT PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$180,725
Total of all expenses incurred2018-12-31$161,363
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$138,260
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$388,538
Value of total assets at end of year2018-12-31$4,329,237
Value of total assets at beginning of year2018-12-31$4,309,875
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$23,103
Total interest from all sources2018-12-31$11,472
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$280,000
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$215,576
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$7,762
Administrative expenses (other) incurred2018-12-31$23,103
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$19,362
Value of net assets at end of year (total assets less liabilities)2018-12-31$4,329,237
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$4,309,875
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 pooled separate accounts at end of year2018-12-31$3,521,972
Value of interest in pooled separate accounts at beginning of year2018-12-31$3,236,596
Interest earned on other investments2018-12-31$11,472
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$807,265
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$1,050,379
Net investment gain/loss from pooled separate accounts2018-12-31$-219,285
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$172,962
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$15,138
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$138,260
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
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 name2018-12-31FGMK
Accountancy firm EIN2018-12-31362929601
2017 : CHINESE AMERICAN SERVICE LEAGUE RETIREMENT PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$915,758
Total of all expenses incurred2017-12-31$325,716
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$304,886
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$421,787
Value of total assets at end of year2017-12-31$4,309,875
Value of total assets at beginning of year2017-12-31$3,719,833
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$20,830
Total interest from all sources2017-12-31$12,103
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$280,000
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$215,240
Participant contributions at end of year2017-12-31$7,762
Administrative expenses (other) incurred2017-12-31$20,830
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$590,042
Value of net assets at end of year (total assets less liabilities)2017-12-31$4,309,875
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$3,719,833
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 pooled separate accounts at end of year2017-12-31$3,236,596
Value of interest in pooled separate accounts at beginning of year2017-12-31$2,665,002
Interest earned on other investments2017-12-31$12,103
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$1,050,379
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$1,054,831
Net investment gain/loss from pooled separate accounts2017-12-31$481,868
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$206,547
Employer contributions (assets) at end of year2017-12-31$15,138
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$304,886
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
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 name2017-12-31WONG & KNOWLES, CPA PC
Accountancy firm EIN2017-12-31363736728
2016 : CHINESE AMERICAN SERVICE LEAGUE RETIREMENT PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$626,942
Total of all expenses incurred2016-12-31$273,347
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$255,109
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$412,238
Value of total assets at end of year2016-12-31$3,719,833
Value of total assets at beginning of year2016-12-31$3,366,238
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$18,238
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$280,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$199,311
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$28,926
Other income not declared elsewhere2016-12-31$18,451
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$353,595
Value of net assets at end of year (total assets less liabilities)2016-12-31$3,719,833
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$3,366,238
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 pooled separate accounts at end of year2016-12-31$2,665,002
Value of interest in pooled separate accounts at beginning of year2016-12-31$2,382,541
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$1,054,831
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$983,697
Net investment gain/loss from pooled separate accounts2016-12-31$196,253
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$184,001
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$255,109
Contract administrator fees2016-12-31$18,238
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 name2016-12-31WONG & KNOWLES, CPA PC
Accountancy firm EIN2016-12-31363736728
2015 : CHINESE AMERICAN SERVICE LEAGUE RETIREMENT PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$374,010
Total of all expenses incurred2015-12-31$228,344
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$210,784
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$393,600
Value of total assets at end of year2015-12-31$3,366,238
Value of total assets at beginning of year2015-12-31$3,220,572
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$17,560
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$280,000
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$168,195
Other income not declared elsewhere2015-12-31$11,670
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$145,666
Value of net assets at end of year (total assets less liabilities)2015-12-31$3,366,238
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$3,220,572
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 pooled separate accounts at end of year2015-12-31$2,382,541
Value of interest in pooled separate accounts at beginning of year2015-12-31$2,422,305
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$983,697
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$798,267
Net investment gain/loss from pooled separate accounts2015-12-31$-31,260
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$225,405
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$210,784
Contract administrator fees2015-12-31$17,560
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 name2015-12-31WONG & KNOWLES, CPA PC
Accountancy firm EIN2015-12-31363736728
2014 : CHINESE AMERICAN SERVICE LEAGUE RETIREMENT PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$454,439
Total of all expenses incurred2014-12-31$694,596
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$677,161
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$275,593
Value of total assets at end of year2014-12-31$3,220,572
Value of total assets at beginning of year2014-12-31$3,460,729
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$17,435
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$280,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$126,686
Participant contributions at beginning of year2014-12-31$10,135
Other income not declared elsewhere2014-12-31$15,733
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-240,157
Value of net assets at end of year (total assets less liabilities)2014-12-31$3,220,572
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$3,460,729
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in pooled separate accounts at end of year2014-12-31$2,422,305
Value of interest in pooled separate accounts at beginning of year2014-12-31$2,244,857
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$798,267
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$1,192,952
Net investment gain/loss from pooled separate accounts2014-12-31$163,113
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$148,907
Employer contributions (assets) at beginning of year2014-12-31$12,785
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$677,161
Contract administrator fees2014-12-31$17,435
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31WONG & KNOWLES, CPA PC
Accountancy firm EIN2014-12-31363736728
2013 : CHINESE AMERICAN SERVICE LEAGUE RETIREMENT PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$749,364
Total of all expenses incurred2013-12-31$486,807
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$470,225
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$311,005
Value of total assets at end of year2013-12-31$3,460,729
Value of total assets at beginning of year2013-12-31$3,198,172
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$16,582
Total interest from all sources2013-12-31$18,068
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$280,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$158,321
Participant contributions at beginning of year2013-12-31$0
Participant contributions at end of year2013-12-31$10,135
Participant contributions at beginning of year2013-12-31$14,534
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$262,557
Value of net assets at end of year (total assets less liabilities)2013-12-31$3,460,729
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$3,198,172
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in pooled separate accounts at end of year2013-12-31$2,244,857
Value of interest in pooled separate accounts at beginning of year2013-12-31$1,789,121
Interest earned on other investments2013-12-31$18,068
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$1,192,952
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$1,286,214
Net investment gain/loss from pooled separate accounts2013-12-31$420,291
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$152,684
Employer contributions (assets) at end of year2013-12-31$12,785
Employer contributions (assets) at beginning of year2013-12-31$108,303
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$470,225
Contract administrator fees2013-12-31$16,582
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31WONG & KNOWLES, CPA PC
Accountancy firm EIN2013-12-31363736728
2012 : CHINESE AMERICAN SERVICE LEAGUE RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$540,186
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$81,504
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$65,900
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$329,827
Value of total assets at end of year2012-12-31$3,198,172
Value of total assets at beginning of year2012-12-31$2,739,490
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$15,604
Total interest from all sources2012-12-31$22,085
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$250,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$175,710
Participant contributions at end of year2012-12-31$0
Participant contributions at beginning of year2012-12-31$513
Participant contributions at end of year2012-12-31$14,534
Participant contributions at beginning of year2012-12-31$13,582
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$458,682
Value of net assets at end of year (total assets less liabilities)2012-12-31$3,198,172
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$2,739,490
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in pooled separate accounts at end of year2012-12-31$1,789,121
Value of interest in pooled separate accounts at beginning of year2012-12-31$1,433,448
Interest on participant loans2012-12-31$12
Interest earned on other investments2012-12-31$22,073
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$1,286,214
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$1,208,229
Net investment gain/loss from pooled separate accounts2012-12-31$188,274
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$154,117
Employer contributions (assets) at end of year2012-12-31$108,303
Employer contributions (assets) at beginning of year2012-12-31$83,718
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$65,900
Contract administrator fees2012-12-31$15,604
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31WONG & KNOWLES, CPA. PC
Accountancy firm EIN2012-12-31363736728
2011 : CHINESE AMERICAN SERVICE LEAGUE RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$287,797
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$34,411
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$20,242
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$307,228
Value of total assets at end of year2011-12-31$2,739,490
Value of total assets at beginning of year2011-12-31$2,486,104
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$14,169
Total interest from all sources2011-12-31$26,922
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$14,169
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$250,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$153,622
Participant contributions at end of year2011-12-31$513
Participant contributions at beginning of year2011-12-31$1,567
Participant contributions at end of year2011-12-31$13,582
Participant contributions at beginning of year2011-12-31$14,144
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$253,386
Value of net assets at end of year (total assets less liabilities)2011-12-31$2,739,490
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$2,486,104
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in pooled separate accounts at end of year2011-12-31$1,433,448
Value of interest in pooled separate accounts at beginning of year2011-12-31$1,452,503
Interest on participant loans2011-12-31$92
Interest earned on other investments2011-12-31$26,830
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$1,208,229
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$913,527
Net investment gain/loss from pooled separate accounts2011-12-31$-46,353
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$153,606
Employer contributions (assets) at end of year2011-12-31$83,718
Employer contributions (assets) at beginning of year2011-12-31$104,363
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$20,242
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31WONG & KNOWLES, CPA PC
Accountancy firm EIN2011-12-31363736728
2010 : CHINESE AMERICAN SERVICE LEAGUE RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$528,474
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$202,035
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$189,731
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$316,228
Value of total assets at end of year2010-12-31$2,486,104
Value of total assets at beginning of year2010-12-31$2,159,665
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$12,304
Total interest from all sources2010-12-31$24,247
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$12,304
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$250,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$162,874
Participant contributions at end of year2010-12-31$1,567
Participant contributions at beginning of year2010-12-31$3,721
Participant contributions at end of year2010-12-31$14,144
Participant contributions at beginning of year2010-12-31$14,798
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$326,439
Value of net assets at end of year (total assets less liabilities)2010-12-31$2,486,104
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$2,159,665
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in pooled separate accounts at end of year2010-12-31$1,452,503
Value of interest in pooled separate accounts at beginning of year2010-12-31$1,165,626
Interest on participant loans2010-12-31$200
Interest earned on other investments2010-12-31$24,047
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$913,527
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$867,861
Net investment gain/loss from pooled separate accounts2010-12-31$187,999
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$153,354
Employer contributions (assets) at end of year2010-12-31$104,363
Employer contributions (assets) at beginning of year2010-12-31$107,659
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$189,731
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31WONG & KNOWLES, CPA PC
Accountancy firm EIN2010-12-31363736728
2009 : CHINESE AMERICAN SERVICE LEAGUE RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for CHINESE AMERICAN SERVICE LEAGUE RETIREMENT PLAN

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

Insurance Providers Used on plan

AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG50651
Policy instance 2
Insurance contract or identification numberG50651
Number of Individuals Covered279
Insurance policy start date2022-02-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with 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
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number996056
Policy instance 1
Insurance contract or identification number996056
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with 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
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number996056
Policy instance 1
Insurance contract or identification number996056
Number of Individuals Covered243
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $10,498
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
Commission paid to Insurance BrokerUSD $10,498
Insurance broker organization code?3
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number996056
Policy instance 1
Insurance contract or identification number996056
Number of Individuals Covered229
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $11,688
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
Commission paid to Insurance BrokerUSD $11,688
Insurance broker organization code?3
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number996056
Policy instance 1
Insurance contract or identification number996056
Number of Individuals Covered224
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $11,201
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
Commission paid to Insurance BrokerUSD $11,201
Insurance broker organization code?3
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number996056
Policy instance 1
Insurance contract or identification number996056
Number of Individuals Covered220
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $11,346
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
Commission paid to Insurance BrokerUSD $11,346
Insurance broker organization code?3
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number996056
Policy instance 1
Insurance contract or identification number996056
Number of Individuals Covered198
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $10,077
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
Commission paid to Insurance BrokerUSD $10,077
Insurance broker organization code?3
Insurance broker nameCARY WONG
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number996056-000
Policy instance 1
Insurance contract or identification number996056-000
Number of Individuals Covered187
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $8,488
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
Commission paid to Insurance BrokerUSD $8,488
Insurance broker organization code?3
Insurance broker nameCARY WONG
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number996056-000
Policy instance 1
Insurance contract or identification number996056-000
Number of Individuals Covered174
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $8,546
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
Commission paid to Insurance BrokerUSD $8,546
Insurance broker organization code?3
Insurance broker nameCARY WONG
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number996056-000
Policy instance 1
Insurance contract or identification number996056-000
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $8,206
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $8,206
Insurance broker organization code?3
Insurance broker nameCARY WONG
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number996056-000
Policy instance 1
Insurance contract or identification number996056-000
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $7,192
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $7,192
Insurance broker organization code?3
Insurance broker nameCARY WONG
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number996056-000
Policy instance 1
Insurance contract or identification number996056-000
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $6,411
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number996056-000
Policy instance 1
Insurance contract or identification number996056-000
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $5,541
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $5,541
Insurance broker organization code?3
Insurance broker nameCARY WONG

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