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NOT-FOR-PROFIT RETIREMENT SAVINGS PLAN 401k Plan overview

Plan NameNOT-FOR-PROFIT RETIREMENT SAVINGS PLAN
Plan identification number 001

NOT-FOR-PROFIT RETIREMENT SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

COMMUNITY LIVING OPTIONS, INC. has sponsored the creation of one or more 401k plans.

Company Name:COMMUNITY LIVING OPTIONS, INC.
Employer identification number (EIN):371079626
NAIC Classification:621399
NAIC Description:Offices of All Other Miscellaneous Health Practitioners

Additional information about COMMUNITY LIVING OPTIONS, INC.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 1993-01-28
Company Identification Number: P93000008427
Legal Registered Office Address: 6719 COLLINS SPRING COVE

RIVERVIEW

33569

More information about COMMUNITY LIVING OPTIONS, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NOT-FOR-PROFIT RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01RONALD J WILSON
0012016-01-01RONALD J WILSON
0012015-01-01RONALD J WILSON
0012014-01-01RONALD J WILSON
0012013-01-01RONALD WILSON
0012012-01-01RONALD J WILSON RONALD J WILSON2013-10-03
0012011-01-01RONALD J WILSON RONALD J WILSON2012-10-15
0012010-01-01RONALD J WILSON RONALD J WILSON2011-10-12
0012009-01-01RONALD J WILSON

Plan Statistics for NOT-FOR-PROFIT RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for NOT-FOR-PROFIT RETIREMENT SAVINGS PLAN

Measure Date Value
2022: NOT-FOR-PROFIT RETIREMENT SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-013,112
Total number of active participants reported on line 7a of the Form 55002022-01-012,362
Number of retired or separated participants receiving benefits2022-01-0114
Number of other retired or separated participants entitled to future benefits2022-01-01539
Total of all active and inactive participants2022-01-012,915
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-017
Total participants2022-01-012,922
Number of participants with account balances2022-01-011,095
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0112
2021: NOT-FOR-PROFIT RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-013,591
Total number of active participants reported on line 7a of the Form 55002021-01-012,321
Number of retired or separated participants receiving benefits2021-01-0112
Number of other retired or separated participants entitled to future benefits2021-01-01642
Total of all active and inactive participants2021-01-012,975
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-016
Total participants2021-01-012,981
Number of participants with account balances2021-01-011,148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0195
2020: NOT-FOR-PROFIT RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-013,643
Total number of active participants reported on line 7a of the Form 55002020-01-012,757
Number of retired or separated participants receiving benefits2020-01-012
Number of other retired or separated participants entitled to future benefits2020-01-01569
Total of all active and inactive participants2020-01-013,328
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-017
Total participants2020-01-013,335
Number of participants with account balances2020-01-011,233
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0186
2019: NOT-FOR-PROFIT RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-014,492
Total number of active participants reported on line 7a of the Form 55002019-01-012,999
Number of retired or separated participants receiving benefits2019-01-0112
Number of other retired or separated participants entitled to future benefits2019-01-01372
Total of all active and inactive participants2019-01-013,383
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-013
Total participants2019-01-013,386
Number of participants with account balances2019-01-011,269
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0143
2018: NOT-FOR-PROFIT RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-014,247
Total number of active participants reported on line 7a of the Form 55002018-01-013,795
Number of retired or separated participants receiving benefits2018-01-0111
Number of other retired or separated participants entitled to future benefits2018-01-01400
Total of all active and inactive participants2018-01-014,206
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-014
Total participants2018-01-014,210
Number of participants with account balances2018-01-011,331
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-01126
2017: NOT-FOR-PROFIT RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-014,091
Total number of active participants reported on line 7a of the Form 55002017-01-013,513
Number of retired or separated participants receiving benefits2017-01-0112
Number of other retired or separated participants entitled to future benefits2017-01-01319
Total of all active and inactive participants2017-01-013,844
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-012
Total participants2017-01-013,846
Number of participants with account balances2017-01-011,367
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0192
2016: NOT-FOR-PROFIT RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-014,215
Total number of active participants reported on line 7a of the Form 55002016-01-013,358
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01513
Total of all active and inactive participants2016-01-013,871
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-013,871
Number of participants with account balances2016-01-011,505
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0130
2015: NOT-FOR-PROFIT RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-014,882
Total number of active participants reported on line 7a of the Form 55002015-01-013,670
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01461
Total of all active and inactive participants2015-01-014,131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-014,131
Number of participants with account balances2015-01-011,795
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-01130
2014: NOT-FOR-PROFIT RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-014,543
Total number of active participants reported on line 7a of the Form 55002014-01-013,470
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-011,000
Total of all active and inactive participants2014-01-014,470
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-014,470
Number of participants with account balances2014-01-012,329
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-01240
2013: NOT-FOR-PROFIT RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-014,046
Total number of active participants reported on line 7a of the Form 55002013-01-013,366
Number of retired or separated participants receiving benefits2013-01-0110
Number of other retired or separated participants entitled to future benefits2013-01-01810
Total of all active and inactive participants2013-01-014,186
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-014,186
Number of participants with account balances2013-01-012,014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-01239
2012: NOT-FOR-PROFIT RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-012,583
Total number of active participants reported on line 7a of the Form 55002012-01-013,163
Number of retired or separated participants receiving benefits2012-01-0111
Number of other retired or separated participants entitled to future benefits2012-01-01871
Total of all active and inactive participants2012-01-014,045
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-014,046
Number of participants with account balances2012-01-012,029
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-01220
2011: NOT-FOR-PROFIT RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-013,811
Total number of active participants reported on line 7a of the Form 55002011-01-011,855
Number of retired or separated participants receiving benefits2011-01-016
Number of other retired or separated participants entitled to future benefits2011-01-01722
Total of all active and inactive participants2011-01-012,583
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-012,583
Number of participants with account balances2011-01-011,855
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-01212
2010: NOT-FOR-PROFIT RETIREMENT SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-013,846
Total number of active participants reported on line 7a of the Form 55002010-01-013,148
Number of retired or separated participants receiving benefits2010-01-014
Number of other retired or separated participants entitled to future benefits2010-01-01659
Total of all active and inactive participants2010-01-013,811
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-013,811
Number of participants with account balances2010-01-011,684
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-01170
2009: NOT-FOR-PROFIT RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-013,234
Total number of active participants reported on line 7a of the Form 55002009-01-012,927
Number of retired or separated participants receiving benefits2009-01-017
Number of other retired or separated participants entitled to future benefits2009-01-01588
Total of all active and inactive participants2009-01-013,522
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-013,523
Number of participants with account balances2009-01-011,628
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-01167

Financial Data on NOT-FOR-PROFIT RETIREMENT SAVINGS PLAN

Measure Date Value
2022 : NOT-FOR-PROFIT RETIREMENT SAVINGS PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-2,804,253
Total of all expenses incurred2022-12-31$2,462,059
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,432,203
Value of total corrective distributions2022-12-31$14,280
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,211,402
Value of total assets at end of year2022-12-31$26,849,243
Value of total assets at beginning of year2022-12-31$32,115,555
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$15,576
Total interest from all sources2022-12-31$48,915
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$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,469,220
Participant contributions at end of year2022-12-31$17,997
Participant contributions at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$145,912
Administrative expenses (other) incurred2022-12-31$15,576
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-5,266,312
Value of net assets at end of year (total assets less liabilities)2022-12-31$26,849,243
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$32,115,555
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in pooled separate accounts at end of year2022-12-31$23,561,458
Value of interest in pooled separate accounts at beginning of year2022-12-31$29,013,324
Interest earned on other investments2022-12-31$48,915
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$3,261,539
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$3,102,231
Net investment gain/loss from pooled separate accounts2022-12-31$-5,064,570
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$596,270
Employer contributions (assets) at end of year2022-12-31$8,249
Employer contributions (assets) at beginning of year2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,432,203
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
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 name2022-12-31RSM US LLP
Accountancy firm EIN2022-12-31420714325
2021 : NOT-FOR-PROFIT RETIREMENT SAVINGS PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$6,120,455
Total of all expenses incurred2021-12-31$3,812,236
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$3,782,052
Value of total corrective distributions2021-12-31$19,053
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,082,692
Value of total assets at end of year2021-12-31$32,115,555
Value of total assets at beginning of year2021-12-31$29,807,336
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$11,131
Total interest from all sources2021-12-31$46,774
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$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,466,681
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$46,229
Administrative expenses (other) incurred2021-12-31$11,131
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$2,308,219
Value of net assets at end of year (total assets less liabilities)2021-12-31$32,115,555
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$29,807,336
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$29,013,324
Value of interest in pooled separate accounts at beginning of year2021-12-31$26,241,122
Interest earned on other investments2021-12-31$46,774
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$3,102,231
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$3,566,214
Net investment gain/loss from pooled separate accounts2021-12-31$3,990,989
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$569,782
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$3,782,052
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 plan2021-12-31Unqualified
Accountancy firm name2021-12-31RSM US LLP
Accountancy firm EIN2021-12-31420714325
2020 : NOT-FOR-PROFIT RETIREMENT SAVINGS PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$5,617,736
Total of all expenses incurred2020-12-31$2,806,058
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,797,008
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,208,932
Value of total assets at end of year2020-12-31$29,807,336
Value of total assets at beginning of year2020-12-31$26,995,658
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$9,050
Total interest from all sources2020-12-31$53,275
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$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,537,888
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$11,311
Administrative expenses (other) incurred2020-12-31$9,050
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$2,811,678
Value of net assets at end of year (total assets less liabilities)2020-12-31$29,807,336
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$26,995,658
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$26,241,122
Value of interest in pooled separate accounts at beginning of year2020-12-31$23,802,588
Interest earned on other investments2020-12-31$53,275
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$3,566,214
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$3,193,070
Net investment gain/loss from pooled separate accounts2020-12-31$3,355,529
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$659,733
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,797,008
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 name2020-12-31RSM US LLP
Accountancy firm EIN2020-12-31420714325
2019 : NOT-FOR-PROFIT RETIREMENT SAVINGS PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$6,898,899
Total income from all sources (including contributions)2019-12-31$6,898,899
Total of all expenses incurred2019-12-31$2,761,542
Total of all expenses incurred2019-12-31$2,761,542
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,732,905
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,732,905
Value of total corrective distributions2019-12-31$15,057
Value of total corrective distributions2019-12-31$15,057
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,355,888
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,355,888
Value of total assets at end of year2019-12-31$26,995,658
Value of total assets at end of year2019-12-31$26,995,658
Value of total assets at beginning of year2019-12-31$22,858,301
Value of total assets at beginning of year2019-12-31$22,858,301
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$13,580
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$13,580
Total interest from all sources2019-12-31$49,960
Total interest from all sources2019-12-31$49,960
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
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$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
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
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,694,173
Contributions received from participants2019-12-31$1,694,173
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$23,715
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$23,715
Administrative expenses (other) incurred2019-12-31$13,580
Administrative expenses (other) incurred2019-12-31$13,580
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
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$4,137,357
Value of net income/loss2019-12-31$4,137,357
Value of net assets at end of year (total assets less liabilities)2019-12-31$26,995,658
Value of net assets at end of year (total assets less liabilities)2019-12-31$26,995,658
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$22,858,301
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$22,858,301
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
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 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
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$23,802,588
Value of interest in pooled separate accounts at end of year2019-12-31$23,802,588
Value of interest in pooled separate accounts at beginning of year2019-12-31$19,793,032
Value of interest in pooled separate accounts at beginning of year2019-12-31$19,793,032
Interest earned on other investments2019-12-31$49,960
Interest earned on other investments2019-12-31$49,960
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$3,193,070
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$3,193,070
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$3,065,269
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$3,065,269
Net investment gain/loss from pooled separate accounts2019-12-31$4,493,051
Net investment gain/loss from pooled separate accounts2019-12-31$4,493,051
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
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 contributions2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$638,000
Contributions received in cash from employer2019-12-31$638,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,732,905
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,732,905
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
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
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
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
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31RSM US LLP
Accountancy firm name2019-12-31RSM US LLP
Accountancy firm EIN2019-12-31420714325
Accountancy firm EIN2019-12-31420714325
2018 : NOT-FOR-PROFIT RETIREMENT SAVINGS PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$1,249,344
Total of all expenses incurred2018-12-31$2,181,683
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,163,207
Value of total corrective distributions2018-12-31$3,422
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,721,665
Value of total assets at end of year2018-12-31$22,858,301
Value of total assets at beginning of year2018-12-31$23,790,640
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$15,054
Total interest from all sources2018-12-31$40,977
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$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,895,486
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$33,787
Administrative expenses (other) incurred2018-12-31$15,054
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-932,339
Value of net assets at end of year (total assets less liabilities)2018-12-31$22,858,301
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$23,790,640
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$19,793,032
Value of interest in pooled separate accounts at beginning of year2018-12-31$20,730,501
Interest earned on other investments2018-12-31$40,977
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$3,065,269
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$3,060,139
Net investment gain/loss from pooled separate accounts2018-12-31$-1,513,298
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$792,392
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,163,207
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 name2018-12-31RSM US LLP
Accountancy firm EIN2018-12-31420714325
2017 : NOT-FOR-PROFIT RETIREMENT SAVINGS PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$5,544,920
Total of all expenses incurred2017-12-31$3,343,173
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$3,325,446
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,229,665
Value of total assets at end of year2017-12-31$23,790,640
Value of total assets at beginning of year2017-12-31$21,588,893
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$17,727
Total interest from all sources2017-12-31$36,099
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$500,000
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$1,817,005
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$21,942
Administrative expenses (other) incurred2017-12-31$17,727
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$2,201,747
Value of net assets at end of year (total assets less liabilities)2017-12-31$23,790,640
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$21,588,893
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$20,730,501
Value of interest in pooled separate accounts at beginning of year2017-12-31$18,357,109
Interest earned on other investments2017-12-31$36,099
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$3,060,139
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$3,231,784
Net investment gain/loss from pooled separate accounts2017-12-31$3,279,156
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$390,718
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$3,325,446
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 name2017-12-31RSM US LLP
Accountancy firm EIN2017-12-31420714325
2016 : NOT-FOR-PROFIT RETIREMENT SAVINGS PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$4,483,287
Total of all expenses incurred2016-12-31$3,586,530
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$3,555,487
Value of total corrective distributions2016-12-31$4,704
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,993,277
Value of total assets at end of year2016-12-31$21,588,893
Value of total assets at beginning of year2016-12-31$20,692,136
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$26,339
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$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$2,165,846
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$184,493
Other income not declared elsewhere2016-12-31$41,332
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$896,757
Value of net assets at end of year (total assets less liabilities)2016-12-31$21,588,893
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$20,692,136
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$18,357,109
Value of interest in pooled separate accounts at beginning of year2016-12-31$17,011,171
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$3,231,784
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$3,680,965
Net investment gain/loss from pooled separate accounts2016-12-31$1,448,678
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 contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$642,938
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$3,555,487
Contract administrator fees2016-12-31$26,339
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 name2016-12-31RSM US LLP
Accountancy firm EIN2016-12-31420714325
2015 : NOT-FOR-PROFIT RETIREMENT SAVINGS PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$3,189,533
Total of all expenses incurred2015-12-31$3,786,406
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$3,727,028
Value of total corrective distributions2015-12-31$5,930
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$3,323,060
Value of total assets at end of year2015-12-31$20,692,136
Value of total assets at beginning of year2015-12-31$21,289,009
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$53,448
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$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$2,290,925
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$126,079
Other income not declared elsewhere2015-12-31$47,148
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-596,873
Value of net assets at end of year (total assets less liabilities)2015-12-31$20,692,136
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$21,289,009
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$17,011,171
Value of interest in pooled separate accounts at beginning of year2015-12-31$17,674,803
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$3,680,965
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$3,614,206
Net investment gain/loss from pooled separate accounts2015-12-31$-180,675
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 contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$906,056
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$3,727,028
Contract administrator fees2015-12-31$53,448
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
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 name2015-12-31RSM US LLP
Accountancy firm EIN2015-12-31420714325
2014 : NOT-FOR-PROFIT RETIREMENT SAVINGS PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$4,102,672
Total of all expenses incurred2014-12-31$2,017,905
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,962,099
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,924,447
Value of total assets at end of year2014-12-31$21,289,009
Value of total assets at beginning of year2014-12-31$19,204,242
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$55,806
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$500,000
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$2,143,446
Participant contributions at beginning of year2014-12-31$5,020
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$16,693
Other income not declared elsewhere2014-12-31$49,653
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$2,084,767
Value of net assets at end of year (total assets less liabilities)2014-12-31$21,289,009
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$19,204,242
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$17,674,803
Value of interest in pooled separate accounts at beginning of year2014-12-31$15,388,751
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$3,614,206
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$3,805,451
Net investment gain/loss from pooled separate accounts2014-12-31$1,128,572
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 contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$764,308
Employer contributions (assets) at beginning of year2014-12-31$5,020
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,962,099
Contract administrator fees2014-12-31$55,806
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 name2014-12-31MCGLADREY LLP
Accountancy firm EIN2014-12-31420714325
2013 : NOT-FOR-PROFIT RETIREMENT SAVINGS PLAN 2013 401k financial data
Total transfer of assets to this plan2013-12-31$2,610
Total income from all sources (including contributions)2013-12-31$5,661,464
Total of all expenses incurred2013-12-31$1,760,579
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,716,722
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$2,800,417
Value of total assets at end of year2013-12-31$19,204,242
Value of total assets at beginning of year2013-12-31$15,300,747
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$43,857
Total interest from all sources2013-12-31$0
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$500,000
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$1,937,102
Participant contributions at end of year2013-12-31$5,020
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$32,446
Other income not declared elsewhere2013-12-31$54,696
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$3,900,885
Value of net assets at end of year (total assets less liabilities)2013-12-31$19,204,242
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$15,300,747
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$15,388,751
Value of interest in pooled separate accounts at beginning of year2013-12-31$11,495,507
Interest on participant loans2013-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$3,805,451
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$3,805,240
Net investment gain/loss from pooled separate accounts2013-12-31$2,806,351
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$830,869
Employer contributions (assets) at end of year2013-12-31$5,020
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,716,722
Contract administrator fees2013-12-31$43,857
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 name2013-12-31MCGLADREY LLP
Accountancy firm EIN2013-12-31420714325
2012 : NOT-FOR-PROFIT RETIREMENT SAVINGS 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$3,891,158
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,595,055
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,559,235
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,536,363
Value of total assets at end of year2012-12-31$15,300,747
Value of total assets at beginning of year2012-12-31$13,004,644
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$35,820
Total interest from all sources2012-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
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$1,751,197
Participant contributions at beginning of year2012-12-31$21,858
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$46,287
Other income not declared elsewhere2012-12-31$66,626
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$2,296,103
Value of net assets at end of year (total assets less liabilities)2012-12-31$15,300,747
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$13,004,644
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$11,495,507
Value of interest in pooled separate accounts at beginning of year2012-12-31$9,052,703
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$3,805,240
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$3,919,542
Net investment gain/loss from pooled separate accounts2012-12-31$1,288,169
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$738,879
Employer contributions (assets) at beginning of year2012-12-31$10,541
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,559,235
Contract administrator fees2012-12-31$35,820
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 name2012-12-31MCGLADREY LLP
Accountancy firm EIN2012-12-31420714325
2011 : NOT-FOR-PROFIT RETIREMENT SAVINGS PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets from this plan2011-12-31$28,262
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$2,245,840
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,580,942
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,533,601
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$2,385,786
Value of total assets at end of year2011-12-31$13,004,644
Value of total assets at beginning of year2011-12-31$12,368,008
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$47,341
Total interest from all sources2011-12-31$0
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
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
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$1,646,084
Participant contributions at end of year2011-12-31$21,858
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$42,591
Other income not declared elsewhere2011-12-31$94,510
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$664,898
Value of net assets at end of year (total assets less liabilities)2011-12-31$13,004,644
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$12,368,008
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$9,052,703
Value of interest in pooled separate accounts at beginning of year2011-12-31$8,416,451
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$3,919,542
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$3,951,557
Net investment gain/loss from pooled separate accounts2011-12-31$-234,456
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$697,111
Employer contributions (assets) at end of year2011-12-31$10,541
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,533,601
Contract administrator fees2011-12-31$47,341
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 name2011-12-31MCGLADREY LLP
Accountancy firm EIN2011-12-31420714325
2010 : NOT-FOR-PROFIT RETIREMENT SAVINGS PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets to this plan2010-12-31$28,239
Total transfer of assets from this plan2010-12-31$218,561
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$3,509
Total income from all sources (including contributions)2010-12-31$3,337,115
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$1,196,517
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,140,733
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$2,071,617
Value of total assets at end of year2010-12-31$12,368,008
Value of total assets at beginning of year2010-12-31$10,421,241
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$55,784
Total interest from all sources2010-12-31$0
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
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
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$1,477,625
Participant contributions at beginning of year2010-12-31$21,547
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$21,529
Other income not declared elsewhere2010-12-31$104,439
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$2,140,598
Value of net assets at end of year (total assets less liabilities)2010-12-31$12,368,008
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$10,417,732
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$8,416,451
Value of interest in pooled separate accounts at beginning of year2010-12-31$6,582,205
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$3,951,557
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$3,807,157
Net investment gain/loss from pooled separate accounts2010-12-31$1,161,059
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$572,463
Employer contributions (assets) at beginning of year2010-12-31$10,332
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,140,733
Contract administrator fees2010-12-31$55,784
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
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$3,509
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 name2010-12-31MCGLADREY & PULLEN, LLP
Accountancy firm EIN2010-12-31420714325
2009 : NOT-FOR-PROFIT RETIREMENT SAVINGS 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 NOT-FOR-PROFIT RETIREMENT SAVINGS PLAN

2022: NOT-FOR-PROFIT RETIREMENT SAVINGS PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
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: NOT-FOR-PROFIT RETIREMENT SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
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: NOT-FOR-PROFIT RETIREMENT SAVINGS 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: NOT-FOR-PROFIT RETIREMENT SAVINGS 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: NOT-FOR-PROFIT RETIREMENT SAVINGS 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: NOT-FOR-PROFIT RETIREMENT SAVINGS 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: NOT-FOR-PROFIT RETIREMENT SAVINGS 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: NOT-FOR-PROFIT RETIREMENT SAVINGS 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: NOT-FOR-PROFIT RETIREMENT SAVINGS 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: NOT-FOR-PROFIT RETIREMENT SAVINGS 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: NOT-FOR-PROFIT RETIREMENT SAVINGS 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: NOT-FOR-PROFIT RETIREMENT SAVINGS 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: NOT-FOR-PROFIT RETIREMENT SAVINGS 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: NOT-FOR-PROFIT RETIREMENT SAVINGS 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

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number995154
Policy instance 1
Insurance contract or identification number995154
Number of Individuals Covered1095
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $56,033
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 $56,033
Insurance broker organization code?3
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number995154
Policy instance 1
Insurance contract or identification number995154
Number of Individuals Covered1148
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $62,310
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 $26,382
Insurance broker organization code?3
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number995154
Policy instance 1
Insurance contract or identification number995154
Number of Individuals Covered1233
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $53,246
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 $26,623
Insurance broker organization code?3
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number995154
Policy instance 1
Insurance contract or identification number995154
Number of Individuals Covered1269
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $50,244
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 $25,122
Insurance broker organization code?3
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number995154
Policy instance 1
Insurance contract or identification number995154
Number of Individuals Covered1331
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $48,616
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 $24,308
Insurance broker organization code?3
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number995154
Policy instance 1
Insurance contract or identification number995154
Number of Individuals Covered1367
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $45,728
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 $22,864
Insurance broker organization code?3
Insurance broker nameTHOMAS R ARGUBRIGHT
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number995154-000
Policy instance 1
Insurance contract or identification number995154-000
Number of Individuals Covered1795
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $44,886
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $22,443
Insurance broker organization code?3
Insurance broker nameNEAL T BEER
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number995154-000
Policy instance 1
Insurance contract or identification number995154-000
Number of Individuals Covered2329
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $50,134
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 $50,134
Insurance broker organization code?3
Insurance broker nameJEFFREY SHAW
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number995154-000
Policy instance 1
Insurance contract or identification number995154-000
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $42,803
Commission paid to Insurance BrokerUSD $42,803
Insurance broker organization code?3
Insurance broker nameJEFFREY SHAW
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number995154-000
Policy instance 1
Insurance contract or identification number995154-000
Number of Individuals Covered4046
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $35,301
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 $35,301
Insurance broker organization code?3
Insurance broker nameJEFFREY SHAW
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number995154-000
Policy instance 1
Insurance contract or identification number995154-000
Number of Individuals Covered2583
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $31,908
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 number995154-000
Policy instance 1
Insurance contract or identification number995154-000
Number of Individuals Covered3811
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $27,681
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 $27,681
Insurance broker organization code?3
Insurance broker nameJEFFREY SHAW

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