GERTRUDE B. NIELSEN CHILD CARE & LEARNING CENTER has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan GERTRUDE B. NIELSEN CHILD CARE ASSISTANCE & HEALTH
401k plan membership statisitcs for GERTRUDE B. NIELSEN CHILD CARE ASSISTANCE & HEALTH
| Measure | Date | Value |
|---|
| 2016: GERTRUDE B. NIELSEN CHILD CARE ASSISTANCE & HEALTH 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-07-01 | 32 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-07-01 | 29 |
| Total of all active and inactive participants | 2016-07-01 | 29 |
| 2015: GERTRUDE B. NIELSEN CHILD CARE ASSISTANCE & HEALTH 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-07-01 | 30 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-07-01 | 32 |
| Total of all active and inactive participants | 2015-07-01 | 32 |
| 2012: GERTRUDE B. NIELSEN CHILD CARE ASSISTANCE & HEALTH 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-07-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-07-01 | 22 |
| Total of all active and inactive participants | 2012-07-01 | 22 |
| Total participants | 2012-07-01 | 22 |
| Number of participants with account balances | 2012-07-01 | 0 |
| 2011: GERTRUDE B. NIELSEN CHILD CARE ASSISTANCE & HEALTH 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-07-01 | 31 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-07-01 | 32 |
| Total of all active and inactive participants | 2011-07-01 | 32 |
| Total participants | 2011-07-01 | 32 |
| Number of participants with account balances | 2011-07-01 | 0 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-07-01 | 0 |
| 2010: GERTRUDE B. NIELSEN CHILD CARE ASSISTANCE & HEALTH 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-07-01 | 30 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-07-01 | 41 |
| Total of all active and inactive participants | 2010-07-01 | 41 |
| Total participants | 2010-07-01 | 41 |
| 2009: GERTRUDE B. NIELSEN CHILD CARE ASSISTANCE & HEALTH 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-07-01 | 32 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-07-01 | 30 |
| Total of all active and inactive participants | 2009-07-01 | 30 |
| Total participants | 2009-07-01 | 30 |
| Measure | Date | Value |
|---|
| 2017 : GERTRUDE B. NIELSEN CHILD CARE ASSISTANCE & HEALTH 2017 401k financial data |
|---|
| Total income from all sources (including contributions) | 2017-06-30 | $200,474 |
| Total of all expenses incurred | 2017-06-30 | $200,474 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-06-30 | $200,474 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-06-30 | $200,474 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-06-30 | No |
| Was this plan covered by a fidelity bond | 2017-06-30 | No |
| If this is an individual account plan, was there a blackout period | 2017-06-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2017-06-30 | No |
| Contributions received from participants | 2017-06-30 | $95,949 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-06-30 | No |
| Income. Non cash contributions | 2017-06-30 | $11,178 |
| Value of net income/loss | 2017-06-30 | $0 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2017-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2017-06-30 | No |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2017-06-30 | $189,296 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-06-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2017-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2017-06-30 | No |
| Contributions received in cash from employer | 2017-06-30 | $93,347 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-06-30 | $11,178 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2017-06-30 | No |
| Did the plan have assets held for investment | 2017-06-30 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-06-30 | No |
| 2016 : GERTRUDE B. NIELSEN CHILD CARE ASSISTANCE & HEALTH 2016 401k financial data |
|---|
| Total income from all sources (including contributions) | 2016-06-30 | $161,549 |
| Total of all expenses incurred | 2016-06-30 | $161,549 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-06-30 | $161,549 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-06-30 | $161,549 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-06-30 | No |
| Was this plan covered by a fidelity bond | 2016-06-30 | No |
| If this is an individual account plan, was there a blackout period | 2016-06-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2016-06-30 | No |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-06-30 | No |
| Value of net income/loss | 2016-06-30 | $0 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2016-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2016-06-30 | No |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2016-06-30 | $161,549 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-06-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2016-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2016-06-30 | No |
| Contributions received in cash from employer | 2016-06-30 | $161,549 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2016-06-30 | No |
| Did the plan have assets held for investment | 2016-06-30 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-06-30 | No |
| 2016: GERTRUDE B. NIELSEN CHILD CARE ASSISTANCE & HEALTH 2016 form 5500 responses |
|---|
| 2016-07-01 | Type of plan entity | Single employer plan |
| 2016-07-01 | Plan funding arrangement – Insurance | Yes |
| 2016-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2015: GERTRUDE B. NIELSEN CHILD CARE ASSISTANCE & HEALTH 2015 form 5500 responses |
|---|
| 2015-07-01 | Type of plan entity | Single employer plan |
| 2015-07-01 | Plan funding arrangement – Insurance | Yes |
| 2015-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2012: GERTRUDE B. NIELSEN CHILD CARE ASSISTANCE & HEALTH 2012 form 5500 responses |
|---|
| 2012-07-01 | Type of plan entity | Single employer plan |
| 2012-07-01 | Submission has been amended | No |
| 2012-07-01 | This submission is the final filing | No |
| 2012-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-07-01 | Plan is a collectively bargained plan | No |
| 2012-07-01 | Plan funding arrangement – Insurance | Yes |
| 2012-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2011: GERTRUDE B. NIELSEN CHILD CARE ASSISTANCE & HEALTH 2011 form 5500 responses |
|---|
| 2011-07-01 | Type of plan entity | Single employer plan |
| 2011-07-01 | Submission has been amended | No |
| 2011-07-01 | This submission is the final filing | No |
| 2011-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-07-01 | Plan is a collectively bargained plan | No |
| 2011-07-01 | Plan funding arrangement – Insurance | Yes |
| 2011-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2010: GERTRUDE B. NIELSEN CHILD CARE ASSISTANCE & HEALTH 2010 form 5500 responses |
|---|
| 2010-07-01 | Type of plan entity | Single employer plan |
| 2010-07-01 | Submission has been amended | No |
| 2010-07-01 | This submission is the final filing | No |
| 2010-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2010-07-01 | Plan is a collectively bargained plan | No |
| 2010-07-01 | Plan funding arrangement – Insurance | Yes |
| 2010-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2009: GERTRUDE B. NIELSEN CHILD CARE ASSISTANCE & HEALTH 2009 form 5500 responses |
|---|
| 2009-07-01 | Type of plan entity | Single employer plan |
| 2009-07-01 | Submission has been amended | No |
| 2009-07-01 | This submission is the final filing | No |
| 2009-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-07-01 | Plan is a collectively bargained plan | No |
| 2009-07-01 | Plan funding arrangement – Insurance | Yes |
| 2009-07-01 | Plan benefit arrangement – Insurance | Yes |
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 ) |
| Policy contract number | 00501472 |
| Policy instance | 1 |
| Insurance contract or identification number | 00501472 | | Number of Individuals Covered | 23 | | Insurance policy end date | 2016-06-30 | | Total amount of commissions paid to insurance broker | USD $644 | | Total amount of fees paid to insurance company | USD $116 | | Dental Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $644 | | Amount paid for insurance broker fees | 116 | | Insurance broker organization code? | 3 | | Insurance broker name | LUNDSTROM INSURANCE AGENCY |
|
| BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 ) |
| Policy contract number | P14989 & R14989 |
| Policy instance | 2 |
| Insurance contract or identification number | P14989 & R14989 | | Number of Individuals Covered | 30 | | Insurance policy end date | 2016-07-01 | | Total amount of commissions paid to insurance broker | USD $8,659 | | Total amount of fees paid to insurance company | USD $200 | | Health Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $8,659 | | Amount paid for insurance broker fees | 200 | | Insurance broker organization code? | 3 | | Insurance broker name | LUNDSTROM INSURANCE AGENCY |
|
| UNION SECURITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70408 ) |
| Policy contract number | 5208013 |
| Policy instance | 1 |
| Insurance contract or identification number | 5208013 | | Number of Individuals Covered | 22 | | Insurance policy start date | 2012-07-01 | | Insurance policy end date | 2013-06-30 | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | Yes | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $7,230 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $420 | | Insurance broker organization code? | 3 | | Insurance broker name | FRANK MILAZZO |
|
| BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 ) |
| Policy contract number | B14989 & P14989 |
| Policy instance | 2 |
| Insurance contract or identification number | B14989 & P14989 | | Insurance policy start date | 2012-07-01 | | Insurance policy end date | 2013-06-30 | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | Yes | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $138,668 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $505 | | Amount paid for insurance broker fees | 440 | | Additional information about fees paid to insurance broker | SPECIAL PROGRAM BONUS | | Insurance broker organization code? | 3 | | Insurance broker name | LUNDSTROM INSURANCE AGENCY, INC. |
|
| UNION SECURITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70408 ) |
| Policy contract number | 5208013 |
| Policy instance | 1 |
| Insurance contract or identification number | 5208013 | | Number of Individuals Covered | 25 | | Insurance policy start date | 2011-07-01 | | Insurance policy end date | 2012-06-30 | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $7,426 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 ) |
| Policy contract number | B14989 & P14989 |
| Policy instance | 2 |
| Insurance contract or identification number | B14989 & P14989 | | Number of Individuals Covered | 27 | | Insurance policy start date | 2011-07-01 | | Insurance policy end date | 2012-06-30 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $7,426 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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