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UNITED CEREBRAL PALSY HEARTLAND EMPLOYEE RETIREMENT PLAN 401k Plan overview

Plan NameUNITED CEREBRAL PALSY HEARTLAND EMPLOYEE RETIREMENT PLAN
Plan identification number 111

UNITED CEREBRAL PALSY HEARTLAND EMPLOYEE RETIREMENT 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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

UNITED CEREBRAL PALSY HEARTLAND has sponsored the creation of one or more 401k plans.

Company Name:UNITED CEREBRAL PALSY HEARTLAND
Employer identification number (EIN):440579903
NAIC Classification:624100
NAIC Description: Individual and Family Services

Additional information about UNITED CEREBRAL PALSY HEARTLAND

Jurisdiction of Incorporation: Missouri Secretary of State
Incorporation Date:
Company Identification Number: N00021726

More information about UNITED CEREBRAL PALSY HEARTLAND

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UNITED CEREBRAL PALSY HEARTLAND EMPLOYEE RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
1112021-07-01
1112020-07-01
1112019-07-01
1112018-07-01
1112017-07-01
1112016-07-01LORI BURCH
1112015-07-01LORI BURCH
1112014-07-01JEFF HORSTMANN
1112013-07-01JEFF HORSTMANN
1112012-07-01STEVEN STAICOFF
1112011-07-01STEVEN STAICOFF
1112010-07-01STEVEN STAICOFF
1112009-07-01STEVEN STAICOFF

Plan Statistics for UNITED CEREBRAL PALSY HEARTLAND EMPLOYEE RETIREMENT PLAN

401k plan membership statisitcs for UNITED CEREBRAL PALSY HEARTLAND EMPLOYEE RETIREMENT PLAN

Measure Date Value
2021: UNITED CEREBRAL PALSY HEARTLAND EMPLOYEE RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-07-01235
Total number of active participants reported on line 7a of the Form 55002021-07-01280
Number of retired or separated participants receiving benefits2021-07-010
Number of other retired or separated participants entitled to future benefits2021-07-0145
Total of all active and inactive participants2021-07-01325
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-010
Total participants2021-07-01325
Number of participants with account balances2021-07-01186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-012
2020: UNITED CEREBRAL PALSY HEARTLAND EMPLOYEE RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-07-01341
Total number of active participants reported on line 7a of the Form 55002020-07-01172
Number of retired or separated participants receiving benefits2020-07-010
Number of other retired or separated participants entitled to future benefits2020-07-01142
Total of all active and inactive participants2020-07-01314
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-010
Total participants2020-07-01314
Number of participants with account balances2020-07-01243
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-010
2019: UNITED CEREBRAL PALSY HEARTLAND EMPLOYEE RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-07-01325
Total number of active participants reported on line 7a of the Form 55002019-07-01194
Number of retired or separated participants receiving benefits2019-07-010
Number of other retired or separated participants entitled to future benefits2019-07-01147
Total of all active and inactive participants2019-07-01341
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-010
Total participants2019-07-01341
Number of participants with account balances2019-07-01248
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-010
2018: UNITED CEREBRAL PALSY HEARTLAND EMPLOYEE RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-01285
Total number of active participants reported on line 7a of the Form 55002018-07-01216
Number of retired or separated participants receiving benefits2018-07-010
Number of other retired or separated participants entitled to future benefits2018-07-01109
Total of all active and inactive participants2018-07-01325
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-010
Total participants2018-07-01325
Number of participants with account balances2018-07-01232
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-010
2017: UNITED CEREBRAL PALSY HEARTLAND EMPLOYEE RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-01264
Total number of active participants reported on line 7a of the Form 55002017-07-01172
Number of retired or separated participants receiving benefits2017-07-010
Number of other retired or separated participants entitled to future benefits2017-07-01113
Total of all active and inactive participants2017-07-01285
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-010
Total participants2017-07-01285
Number of participants with account balances2017-07-01226
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-010
2016: UNITED CEREBRAL PALSY HEARTLAND EMPLOYEE RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-01237
Total number of active participants reported on line 7a of the Form 55002016-07-01172
Number of retired or separated participants receiving benefits2016-07-010
Number of other retired or separated participants entitled to future benefits2016-07-0192
Total of all active and inactive participants2016-07-01264
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-010
Total participants2016-07-01264
Number of participants with account balances2016-07-01219
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-010
2015: UNITED CEREBRAL PALSY HEARTLAND EMPLOYEE RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-01204
Total number of active participants reported on line 7a of the Form 55002015-07-01139
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-0198
Total of all active and inactive participants2015-07-01237
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-010
Total participants2015-07-01237
Number of participants with account balances2015-07-01219
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-010
2014: UNITED CEREBRAL PALSY HEARTLAND EMPLOYEE RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-01229
Total number of active participants reported on line 7a of the Form 55002014-07-01132
Number of retired or separated participants receiving benefits2014-07-010
Number of other retired or separated participants entitled to future benefits2014-07-0172
Total of all active and inactive participants2014-07-01204
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-010
Total participants2014-07-01204
Number of participants with account balances2014-07-01204
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-010
2013: UNITED CEREBRAL PALSY HEARTLAND EMPLOYEE RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-01182
Total number of active participants reported on line 7a of the Form 55002013-07-01156
Number of retired or separated participants receiving benefits2013-07-010
Number of other retired or separated participants entitled to future benefits2013-07-0173
Total of all active and inactive participants2013-07-01229
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-010
Total participants2013-07-01229
Number of participants with account balances2013-07-01191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-010
2012: UNITED CEREBRAL PALSY HEARTLAND EMPLOYEE RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-01183
Total number of active participants reported on line 7a of the Form 55002012-07-01124
Number of retired or separated participants receiving benefits2012-07-010
Number of other retired or separated participants entitled to future benefits2012-07-0158
Total of all active and inactive participants2012-07-01182
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-010
Total participants2012-07-01182
Number of participants with account balances2012-07-01182
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-010
2011: UNITED CEREBRAL PALSY HEARTLAND EMPLOYEE RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-01180
Total number of active participants reported on line 7a of the Form 55002011-07-01167
Number of retired or separated participants receiving benefits2011-07-010
Number of other retired or separated participants entitled to future benefits2011-07-0115
Total of all active and inactive participants2011-07-01182
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-011
Total participants2011-07-01183
Number of participants with account balances2011-07-01175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-010
2010: UNITED CEREBRAL PALSY HEARTLAND EMPLOYEE RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-07-01214
Total number of active participants reported on line 7a of the Form 55002010-07-01169
Number of retired or separated participants receiving benefits2010-07-0111
Number of other retired or separated participants entitled to future benefits2010-07-010
Total of all active and inactive participants2010-07-01180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-07-010
Total participants2010-07-01180
Number of participants with account balances2010-07-01170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-07-010
2009: UNITED CEREBRAL PALSY HEARTLAND EMPLOYEE RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-01214
Total number of active participants reported on line 7a of the Form 55002009-07-01196
Number of retired or separated participants receiving benefits2009-07-010
Number of other retired or separated participants entitled to future benefits2009-07-0118
Total of all active and inactive participants2009-07-01214
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-010
Total participants2009-07-01214
Number of participants with account balances2009-07-01184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-0112

Financial Data on UNITED CEREBRAL PALSY HEARTLAND EMPLOYEE RETIREMENT PLAN

Measure Date Value
2022 : UNITED CEREBRAL PALSY HEARTLAND EMPLOYEE RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-06-30$0
Total transfer of assets from this plan2022-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total income from all sources (including contributions)2022-06-30$-24,158
Total loss/gain on sale of assets2022-06-30$0
Total of all expenses incurred2022-06-30$858,689
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$843,178
Expenses. Certain deemed distributions of participant loans2022-06-30$0
Value of total corrective distributions2022-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$397,313
Value of total assets at end of year2022-06-30$5,459,517
Value of total assets at beginning of year2022-06-30$6,342,364
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$15,511
Total interest from all sources2022-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2022-06-30$77,571
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2022-06-30$77,571
Assets. Real estate other than employer real property at end of year2022-06-30$0
Assets. Real estate other than employer real property at beginning of year2022-06-30$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2022-06-30$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2022-06-30$0
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$100,000
If this is an individual account plan, was there a blackout period2022-06-30No
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Contributions received from participants2022-06-30$134,817
Participant contributions at end of year2022-06-30$0
Participant contributions at beginning of year2022-06-30$0
Participant contributions at end of year2022-06-30$0
Participant contributions at beginning of year2022-06-30$0
Assets. Other investments not covered elsewhere at beginning of year2022-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2022-06-30$38,697
Assets. Loans (other than to participants) at end of year2022-06-30$0
Assets. Loans (other than to participants) at beginning of year2022-06-30$0
Other income not declared elsewhere2022-06-30$0
Administrative expenses (other) incurred2022-06-30$15,511
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Income. Non cash contributions2022-06-30$0
Value of net income/loss2022-06-30$-882,847
Value of net assets at end of year (total assets less liabilities)2022-06-30$5,459,517
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$6,342,364
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30No
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Assets. partnership/joint venture interests at end of year2022-06-30$0
Assets. partnership/joint venture interests at beginning of year2022-06-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-06-30$3,089,908
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-06-30$3,143,453
Value of interest in pooled separate accounts at end of year2022-06-30$0
Value of interest in pooled separate accounts at beginning of year2022-06-30$0
Interest on participant loans2022-06-30$0
Income. Interest from loans (other than to participants)2022-06-30$0
Interest earned on other investments2022-06-30$0
Income. Interest from US Government securities2022-06-30$0
Income. Interest from corporate debt instruments2022-06-30$0
Value of interest in master investment trust accounts at end of year2022-06-30$0
Value of interest in master investment trust accounts at beginning of year2022-06-30$0
Value of interest in common/collective trusts at end of year2022-06-30$0
Value of interest in common/collective trusts at beginning of year2022-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-06-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-06-30$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-06-30$0
Assets. Value of investments in 103.12 investment entities at end of year2022-06-30$0
Assets. Value of investments in 103.12 investment entities at beginning of year2022-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-06-30$2,369,609
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-06-30$3,198,911
Expenses. Payments to insurance carriers foe the provision of benefits2022-06-30$0
Asset value of US Government securities at end of year2022-06-30$0
Asset value of US Government securities at beginning of year2022-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-06-30$0
Net investment gain/loss from pooled separate accounts2022-06-30$-499,042
Net investment gain or loss from common/collective trusts2022-06-30$0
Net gain/loss from 103.12 investment entities2022-06-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30No
Was there a failure to transmit to the plan any participant contributions2022-06-30No
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Contributions received in cash from employer2022-06-30$223,799
Employer contributions (assets) at end of year2022-06-30$0
Employer contributions (assets) at beginning of year2022-06-30$0
Income. Dividends from preferred stock2022-06-30$0
Income. Dividends from common stock2022-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$843,178
Asset. Corporate debt instrument preferred debt at end of year2022-06-30$0
Asset. Corporate debt instrument preferred debt at beginning of year2022-06-30$0
Asset. Corporate debt instrument debt (other) at end of year2022-06-30$0
Asset. Corporate debt instrument debt (other) at beginning of year2022-06-30$0
Assets. Corporate common stocks other than exployer securities at end of year2022-06-30$0
Assets. Corporate common stocks other than exployer securities at beginning of year2022-06-30$0
Did the plan have assets held for investment2022-06-30No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-30No
2021 : UNITED CEREBRAL PALSY HEARTLAND EMPLOYEE RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total income from all sources (including contributions)2021-06-30$1,293,667
Total loss/gain on sale of assets2021-06-30$0
Total of all expenses incurred2021-06-30$815,722
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$815,715
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$446,704
Value of total assets at end of year2021-06-30$6,342,364
Value of total assets at beginning of year2021-06-30$5,864,419
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$7
Total interest from all sources2021-06-30$105,016
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$1,000,000
If this is an individual account plan, was there a blackout period2021-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-06-30$0
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Contributions received from participants2021-06-30$168,718
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$477,945
Value of net assets at end of year (total assets less liabilities)2021-06-30$6,342,364
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$5,864,419
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-06-30$3,143,453
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-06-30$2,820,397
Interest earned on other investments2021-06-30$105,016
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-06-30$3,198,911
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-06-30$3,044,022
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-06-30$741,947
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30No
Was there a failure to transmit to the plan any participant contributions2021-06-30Yes
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Contributions received in cash from employer2021-06-30$277,986
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$815,715
Contract administrator fees2021-06-30$7
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Opinion of an independent qualified public accountant for this plan2021-06-30Disclaimer
Accountancy firm name2021-06-30CLIFTONLARSONALLEN, LLP
Accountancy firm EIN2021-06-30410746749
2020 : UNITED CEREBRAL PALSY HEARTLAND EMPLOYEE RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total income from all sources (including contributions)2020-06-30$547,511
Total loss/gain on sale of assets2020-06-30$0
Total of all expenses incurred2020-06-30$104,285
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$103,612
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$357,325
Value of total assets at end of year2020-06-30$5,864,419
Value of total assets at beginning of year2020-06-30$5,421,193
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$673
Total interest from all sources2020-06-30$97,291
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$1,000,000
If this is an individual account plan, was there a blackout period2020-06-30No
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Contributions received from participants2020-06-30$143,777
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$443,226
Value of net assets at end of year (total assets less liabilities)2020-06-30$5,864,419
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$5,421,193
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-06-30$2,820,397
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$2,620,095
Interest earned on other investments2020-06-30$97,291
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-06-30$3,044,022
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-06-30$2,801,098
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-06-30$92,895
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30No
Was there a failure to transmit to the plan any participant contributions2020-06-30Yes
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Contributions received in cash from employer2020-06-30$213,548
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$103,612
Contract administrator fees2020-06-30$673
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30Yes
Opinion of an independent qualified public accountant for this plan2020-06-30Disclaimer
Accountancy firm name2020-06-30CLIFTONLARSONALLEN, LLP
Accountancy firm EIN2020-06-30410746749
2019 : UNITED CEREBRAL PALSY HEARTLAND EMPLOYEE RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total income from all sources (including contributions)2019-06-30$654,691
Total loss/gain on sale of assets2019-06-30$0
Total of all expenses incurred2019-06-30$191,646
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$189,353
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$422,518
Value of total assets at end of year2019-06-30$5,421,193
Value of total assets at beginning of year2019-06-30$4,958,148
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$2,293
Total interest from all sources2019-06-30$87,680
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$1,000,000
If this is an individual account plan, was there a blackout period2019-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-06-30$0
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Contributions received from participants2019-06-30$165,177
Participant contributions at end of year2019-06-30$0
Participant contributions at beginning of year2019-06-30$5,414
Income. Received or receivable in cash from other sources (including rollovers)2019-06-30$49,155
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$463,045
Value of net assets at end of year (total assets less liabilities)2019-06-30$5,421,193
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$4,958,148
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-06-30$2,620,095
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$2,376,026
Interest earned on other investments2019-06-30$87,680
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-06-30$2,801,098
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-06-30$2,559,614
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-06-30$144,493
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30No
Was there a failure to transmit to the plan any participant contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Contributions received in cash from employer2019-06-30$208,186
Employer contributions (assets) at end of year2019-06-30$0
Employer contributions (assets) at beginning of year2019-06-30$17,094
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$189,353
Contract administrator fees2019-06-30$2,293
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30Yes
Opinion of an independent qualified public accountant for this plan2019-06-30Disclaimer
Accountancy firm name2019-06-30CLIFTONLARSONALLEN, LLP
Accountancy firm EIN2019-06-30410746749
2018 : UNITED CEREBRAL PALSY HEARTLAND EMPLOYEE RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total income from all sources (including contributions)2018-06-30$689,465
Total loss/gain on sale of assets2018-06-30$0
Total of all expenses incurred2018-06-30$566,028
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$565,460
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$364,385
Value of total assets at end of year2018-06-30$4,958,148
Value of total assets at beginning of year2018-06-30$4,834,711
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$568
Total interest from all sources2018-06-30$80,979
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$1,000,000
If this is an individual account plan, was there a blackout period2018-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-06-30$0
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Contributions received from participants2018-06-30$134,823
Participant contributions at end of year2018-06-30$5,414
Participant contributions at beginning of year2018-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2018-06-30$46,097
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$123,437
Value of net assets at end of year (total assets less liabilities)2018-06-30$4,958,148
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$4,834,711
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-06-30$2,376,026
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$2,430,352
Interest earned on other investments2018-06-30$80,979
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-06-30$2,559,614
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-06-30$2,374,243
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-06-30$244,101
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30No
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Contributions received in cash from employer2018-06-30$183,465
Employer contributions (assets) at end of year2018-06-30$17,094
Employer contributions (assets) at beginning of year2018-06-30$30,116
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$565,460
Contract administrator fees2018-06-30$568
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30Yes
Opinion of an independent qualified public accountant for this plan2018-06-30Disclaimer
Accountancy firm name2018-06-30CLIFTONLARSONALLEN, LLP
Accountancy firm EIN2018-06-30410746749
2017 : UNITED CEREBRAL PALSY HEARTLAND EMPLOYEE RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total income from all sources (including contributions)2017-06-30$764,398
Total loss/gain on sale of assets2017-06-30$0
Total of all expenses incurred2017-06-30$919,945
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$919,824
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$328,420
Value of total assets at end of year2017-06-30$4,834,711
Value of total assets at beginning of year2017-06-30$4,990,258
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$121
Total interest from all sources2017-06-30$77,899
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$1,000,000
If this is an individual account plan, was there a blackout period2017-06-30No
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Contributions received from participants2017-06-30$123,996
Participant contributions at end of year2017-06-30$0
Participant contributions at beginning of year2017-06-30$17,612
Income. Received or receivable in cash from other sources (including rollovers)2017-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$-155,547
Value of net assets at end of year (total assets less liabilities)2017-06-30$4,834,711
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$4,990,258
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-06-30$2,430,352
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$2,614,402
Interest earned on other investments2017-06-30$77,899
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-06-30$2,374,243
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-06-30$2,342,313
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-06-30$358,079
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30No
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$204,424
Employer contributions (assets) at end of year2017-06-30$30,116
Employer contributions (assets) at beginning of year2017-06-30$15,931
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$919,824
Contract administrator fees2017-06-30$121
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30Yes
Opinion of an independent qualified public accountant for this plan2017-06-30Disclaimer
Accountancy firm name2017-06-30CLIFTON LARSON ALLEN LLP
Accountancy firm EIN2017-06-30410746749
2016 : UNITED CEREBRAL PALSY HEARTLAND EMPLOYEE RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total income from all sources (including contributions)2016-06-30$385,544
Total loss/gain on sale of assets2016-06-30$0
Total of all expenses incurred2016-06-30$231,344
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$231,169
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$421,984
Value of total assets at end of year2016-06-30$4,990,258
Value of total assets at beginning of year2016-06-30$4,836,058
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$175
Total interest from all sources2016-06-30$46,240
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$1,100,000
If this is an individual account plan, was there a blackout period2016-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-06-30$0
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Contributions received from participants2016-06-30$161,715
Participant contributions at end of year2016-06-30$17,612
Participant contributions at beginning of year2016-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2016-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$154,200
Value of net assets at end of year (total assets less liabilities)2016-06-30$4,990,258
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$4,836,058
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$2,614,402
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$3,696,053
Interest earned on other investments2016-06-30$46,240
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-06-30$2,342,313
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-06-30$1,140,005
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-06-30$-82,680
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30No
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$260,269
Employer contributions (assets) at end of year2016-06-30$15,931
Employer contributions (assets) at beginning of year2016-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$231,169
Contract administrator fees2016-06-30$175
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30Yes
Opinion of an independent qualified public accountant for this plan2016-06-30Disclaimer
Accountancy firm name2016-06-30CLIFTON LARSON ALLEN LLP
Accountancy firm EIN2016-06-30410746749
2015 : UNITED CEREBRAL PALSY HEARTLAND EMPLOYEE RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total income from all sources (including contributions)2015-06-30$571,686
Total loss/gain on sale of assets2015-06-30$0
Total of all expenses incurred2015-06-30$398,911
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$398,530
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$377,957
Value of total assets at end of year2015-06-30$4,836,058
Value of total assets at beginning of year2015-06-30$4,663,283
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$381
Total interest from all sources2015-06-30$33,310
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$1,100,000
If this is an individual account plan, was there a blackout period2015-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-06-30$0
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Contributions received from participants2015-06-30$131,717
Income. Received or receivable in cash from other sources (including rollovers)2015-06-30$2,364
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$172,775
Value of net assets at end of year (total assets less liabilities)2015-06-30$4,836,058
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$4,663,283
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-06-30$3,696,053
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$3,668,467
Interest earned on other investments2015-06-30$33,310
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-06-30$1,140,005
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-06-30$994,816
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-06-30$160,419
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30No
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$243,876
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$398,530
Contract administrator fees2015-06-30$381
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30Yes
Opinion of an independent qualified public accountant for this plan2015-06-30Disclaimer
Accountancy firm name2015-06-30CLIFTON LARSON ALLEN LLP
Accountancy firm EIN2015-06-30410746749
2014 : UNITED CEREBRAL PALSY HEARTLAND EMPLOYEE RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total income from all sources (including contributions)2014-06-30$995,647
Total loss/gain on sale of assets2014-06-30$0
Total of all expenses incurred2014-06-30$133,602
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$133,215
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$369,539
Value of total assets at end of year2014-06-30$4,663,283
Value of total assets at beginning of year2014-06-30$3,801,238
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$387
Total interest from all sources2014-06-30$29,787
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$1,100,000
If this is an individual account plan, was there a blackout period2014-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-06-30$0
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Contributions received from participants2014-06-30$143,745
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$862,045
Value of net assets at end of year (total assets less liabilities)2014-06-30$4,663,283
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$3,801,238
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-06-30$3,668,467
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$2,903,874
Interest earned on other investments2014-06-30$29,787
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-06-30$994,816
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-06-30$897,364
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-06-30$596,321
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30No
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Contributions received in cash from employer2014-06-30$225,794
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$133,215
Contract administrator fees2014-06-30$387
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30Yes
Opinion of an independent qualified public accountant for this plan2014-06-30Disclaimer
Accountancy firm name2014-06-30CLIFTON LARSON ALLEN LLP
Accountancy firm EIN2014-06-30410746749
2013 : UNITED CEREBRAL PALSY HEARTLAND EMPLOYEE RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total income from all sources (including contributions)2013-06-30$762,335
Total loss/gain on sale of assets2013-06-30$0
Total of all expenses incurred2013-06-30$123,214
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$122,788
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$358,942
Value of total assets at end of year2013-06-30$3,801,238
Value of total assets at beginning of year2013-06-30$3,162,117
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$426
Total interest from all sources2013-06-30$27,051
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$500,000
If this is an individual account plan, was there a blackout period2013-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-06-30$0
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Contributions received from participants2013-06-30$125,298
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$639,121
Value of net assets at end of year (total assets less liabilities)2013-06-30$3,801,238
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$3,162,117
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-06-30$2,903,874
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-06-30$2,343,494
Interest earned on other investments2013-06-30$27,051
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-06-30$897,364
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-06-30$818,623
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-06-30$376,342
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30No
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$233,644
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$122,788
Contract administrator fees2013-06-30$426
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30Yes
Opinion of an independent qualified public accountant for this plan2013-06-30Disclaimer
Accountancy firm name2013-06-30CLIFTON LARSON ALLEN LLP
Accountancy firm EIN2013-06-30410746749
2012 : UNITED CEREBRAL PALSY HEARTLAND EMPLOYEE RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total income from all sources (including contributions)2012-06-30$380,073
Total loss/gain on sale of assets2012-06-30$0
Total of all expenses incurred2012-06-30$343,882
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$343,650
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$359,642
Value of total assets at end of year2012-06-30$3,162,117
Value of total assets at beginning of year2012-06-30$3,125,926
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$232
Total interest from all sources2012-06-30$26,748
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$1,100,000
If this is an individual account plan, was there a blackout period2012-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-06-30$0
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Contributions received from participants2012-06-30$121,395
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$36,191
Value of net assets at end of year (total assets less liabilities)2012-06-30$3,162,117
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$3,125,926
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-06-30$2,343,494
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-06-30$2,329,442
Interest earned on other investments2012-06-30$26,748
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-06-30$818,623
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-06-30$796,484
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-06-30$-6,317
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30No
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$238,247
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$343,650
Contract administrator fees2012-06-30$232
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30Yes
Opinion of an independent qualified public accountant for this plan2012-06-30Disclaimer
Accountancy firm name2012-06-30CLIFTON LARSON ALLEN LLP
Accountancy firm EIN2012-06-30410746749
2011 : UNITED CEREBRAL PALSY HEARTLAND EMPLOYEE RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total income from all sources (including contributions)2011-06-30$849,120
Total loss/gain on sale of assets2011-06-30$0
Total of all expenses incurred2011-06-30$192,848
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$192,689
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$347,461
Value of total assets at end of year2011-06-30$3,125,926
Value of total assets at beginning of year2011-06-30$2,469,654
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$159
Total interest from all sources2011-06-30$30,183
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$1,000,000
If this is an individual account plan, was there a blackout period2011-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-06-30$0
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Contributions received from participants2011-06-30$115,732
Participant contributions at end of year2011-06-30$0
Participant contributions at beginning of year2011-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$656,272
Value of net assets at end of year (total assets less liabilities)2011-06-30$3,125,926
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$2,469,654
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-06-30$2,329,442
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-06-30$1,737,102
Interest earned on other investments2011-06-30$30,183
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-06-30$796,484
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-06-30$732,552
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-06-30$471,476
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30No
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$231,729
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$192,689
Contract administrator fees2011-06-30$159
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30Yes
Opinion of an independent qualified public accountant for this plan2011-06-30Disclaimer
Accountancy firm name2011-06-30LARSON ALLEN LLP
Accountancy firm EIN2011-06-30410746749
2010 : UNITED CEREBRAL PALSY HEARTLAND EMPLOYEE RETIREMENT PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-06-30$0

Form 5500 Responses for UNITED CEREBRAL PALSY HEARTLAND EMPLOYEE RETIREMENT PLAN

2021: UNITED CEREBRAL PALSY HEARTLAND EMPLOYEE RETIREMENT PLAN 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Submission has been amendedNo
2021-07-01This submission is the final filingNo
2021-07-01This return/report is a short plan year return/report (less than 12 months)No
2021-07-01Plan is a collectively bargained planNo
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement – InsuranceYes
2020: UNITED CEREBRAL PALSY HEARTLAND EMPLOYEE RETIREMENT PLAN 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Submission has been amendedNo
2020-07-01This submission is the final filingNo
2020-07-01This return/report is a short plan year return/report (less than 12 months)No
2020-07-01Plan is a collectively bargained planNo
2020-07-01Plan funding arrangement – InsuranceYes
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement – InsuranceYes
2020-07-01Plan benefit arrangement - TrustYes
2019: UNITED CEREBRAL PALSY HEARTLAND EMPLOYEE RETIREMENT PLAN 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Submission has been amendedNo
2019-07-01This submission is the final filingNo
2019-07-01This return/report is a short plan year return/report (less than 12 months)No
2019-07-01Plan is a collectively bargained planNo
2019-07-01Plan funding arrangement – InsuranceYes
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement – InsuranceYes
2019-07-01Plan benefit arrangement - TrustYes
2018: UNITED CEREBRAL PALSY HEARTLAND EMPLOYEE RETIREMENT PLAN 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Submission has been amendedNo
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planNo
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement – InsuranceYes
2018-07-01Plan benefit arrangement - TrustYes
2017: UNITED CEREBRAL PALSY HEARTLAND EMPLOYEE RETIREMENT PLAN 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Submission has been amendedNo
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planNo
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement – InsuranceYes
2017-07-01Plan benefit arrangement - TrustYes
2016: UNITED CEREBRAL PALSY HEARTLAND EMPLOYEE RETIREMENT PLAN 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement – InsuranceYes
2016-07-01Plan benefit arrangement - TrustYes
2015: UNITED CEREBRAL PALSY HEARTLAND EMPLOYEE RETIREMENT PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement – InsuranceYes
2015-07-01Plan benefit arrangement - TrustYes
2014: UNITED CEREBRAL PALSY HEARTLAND EMPLOYEE RETIREMENT PLAN 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement – InsuranceYes
2014-07-01Plan benefit arrangement - TrustYes
2013: UNITED CEREBRAL PALSY HEARTLAND EMPLOYEE RETIREMENT PLAN 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement – InsuranceYes
2013-07-01Plan benefit arrangement - TrustYes
2012: UNITED CEREBRAL PALSY HEARTLAND EMPLOYEE RETIREMENT PLAN 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement – InsuranceYes
2012-07-01Plan benefit arrangement - TrustYes
2011: UNITED CEREBRAL PALSY HEARTLAND EMPLOYEE RETIREMENT PLAN 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement – InsuranceYes
2011-07-01Plan benefit arrangement - TrustYes
2010: UNITED CEREBRAL PALSY HEARTLAND EMPLOYEE RETIREMENT PLAN 2010 form 5500 responses
2010-07-01Type of plan entitySingle employer plan
2010-07-01Submission has been amendedNo
2010-07-01This submission is the final filingNo
2010-07-01This return/report is a short plan year return/report (less than 12 months)No
2010-07-01Plan is a collectively bargained planNo
2010-07-01Plan funding arrangement – InsuranceYes
2010-07-01Plan funding arrangement – TrustYes
2010-07-01Plan benefit arrangement – InsuranceYes
2010-07-01Plan benefit arrangement - TrustYes
2009: UNITED CEREBRAL PALSY HEARTLAND EMPLOYEE RETIREMENT PLAN 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedNo
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – InsuranceYes
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement – InsuranceYes
2009-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR26036
Policy instance 1
Insurance contract or identification numberCR26036
Number of Individuals Covered203
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Total amount of commissions paid to insurance brokerUSD $1,574
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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 $1,574
Insurance broker organization code?4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR26036
Policy instance 1
Insurance contract or identification numberCR26036
Number of Individuals Covered243
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Total amount of commissions paid to insurance brokerUSD $11,178
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $11,178
Insurance broker organization code?4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR26036
Policy instance 1
Insurance contract or identification numberCR26036
Number of Individuals Covered248
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Total amount of commissions paid to insurance brokerUSD $13,299
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $13,299
Insurance broker organization code?4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR26036
Policy instance 1
Insurance contract or identification numberCR26036
Number of Individuals Covered232
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Total amount of commissions paid to insurance brokerUSD $14,440
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $14,440
Insurance broker organization code?4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR26036
Policy instance 1
Insurance contract or identification numberCR26036
Number of Individuals Covered226
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $10,692
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR26036
Policy instance 1
Insurance contract or identification numberCR26036
Number of Individuals Covered219
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Total amount of commissions paid to insurance brokerUSD $19,021
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $19,021
Insurance broker organization code?4
Insurance broker nameLINCOLN FINANCIAL ADVISORS
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR26036
Policy instance 1
Insurance contract or identification numberCR26036
Number of Individuals Covered204
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Total amount of commissions paid to insurance brokerUSD $19,123
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $19,123
Insurance broker organization code?4
Insurance broker nameLINCOLN FINANCIAL ADVISORS
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR26036
Policy instance 1
Insurance contract or identification numberCR26036
Number of Individuals Covered191
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $12,803
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $12,803
Insurance broker organization code?4
Insurance broker nameLINCOLN FINANCIAL ADVISORS
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR26036
Policy instance 1
Insurance contract or identification numberCR26036
Number of Individuals Covered182
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $11,297
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $11,297
Insurance broker organization code?4
Insurance broker nameLINCOLN FINANCIAL ADVISORS
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR26036
Policy instance 1
Insurance contract or identification numberCR26036
Number of Individuals Covered175
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Total amount of commissions paid to insurance brokerUSD $13,973
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR26036
Policy instance 1
Insurance contract or identification numberCR26036
Number of Individuals Covered170
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Total amount of commissions paid to insurance brokerUSD $12,935
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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