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CHS EMPLOYEE PENSION PLAN 401k Plan overview

Plan NameCHS EMPLOYEE PENSION PLAN
Plan identification number 001

CHS EMPLOYEE PENSION 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.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • 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.
  • 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

CENTER FOR HUMAN SERVICES INC has sponsored the creation of one or more 401k plans.

Company Name:CENTER FOR HUMAN SERVICES INC
Employer identification number (EIN):440609255
NAIC Classification:624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CHS EMPLOYEE PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-07-01
0012021-07-01
0012020-07-01
0012019-07-01
0012018-07-01
0012017-07-01
0012016-07-01ANN GRAFF
0012015-07-01ANN GRAFF
0012014-07-01ANN GRAFF
0012013-07-01ANN GRAFF
0012012-07-01ANN GRAFF
0012011-07-01ANN GRAFF
0012010-07-01ANN GRAFF ANN GRAFF2012-01-26
0012009-07-01ANN GRAFF ANN GRAFF2011-04-13
0012009-07-01ANN GRAFF ANN GRAFF2011-09-13

Plan Statistics for CHS EMPLOYEE PENSION PLAN

401k plan membership statisitcs for CHS EMPLOYEE PENSION PLAN

Measure Date Value
2022: CHS EMPLOYEE PENSION PLAN 2022 401k membership
Total participants, beginning-of-year2022-07-01432
Total number of active participants reported on line 7a of the Form 55002022-07-01684
Number of retired or separated participants receiving benefits2022-07-0146
Number of other retired or separated participants entitled to future benefits2022-07-01105
Total of all active and inactive participants2022-07-01835
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-07-010
Total participants2022-07-01835
Number of participants with account balances2022-07-01647
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-07-0129
2021: CHS EMPLOYEE PENSION PLAN 2021 401k membership
Total participants, beginning-of-year2021-07-01414
Total number of active participants reported on line 7a of the Form 55002021-07-01328
Number of retired or separated participants receiving benefits2021-07-0139
Number of other retired or separated participants entitled to future benefits2021-07-0161
Total of all active and inactive participants2021-07-01428
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-010
Total participants2021-07-01428
Number of participants with account balances2021-07-01391
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-0123
2020: CHS EMPLOYEE PENSION PLAN 2020 401k membership
Total participants, beginning-of-year2020-07-01429
Total number of active participants reported on line 7a of the Form 55002020-07-01323
Number of retired or separated participants receiving benefits2020-07-0136
Number of other retired or separated participants entitled to future benefits2020-07-0163
Total of all active and inactive participants2020-07-01422
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-010
Total participants2020-07-01422
Number of participants with account balances2020-07-01380
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-0132
2019: CHS EMPLOYEE PENSION PLAN 2019 401k membership
Total participants, beginning-of-year2019-07-01412
Total number of active participants reported on line 7a of the Form 55002019-07-01334
Number of retired or separated participants receiving benefits2019-07-0123
Number of other retired or separated participants entitled to future benefits2019-07-0171
Total of all active and inactive participants2019-07-01428
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-010
Total participants2019-07-01428
Number of participants with account balances2019-07-01391
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-0124
2018: CHS EMPLOYEE PENSION PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-01454
Total number of active participants reported on line 7a of the Form 55002018-07-01335
Number of retired or separated participants receiving benefits2018-07-0116
Number of other retired or separated participants entitled to future benefits2018-07-0160
Total of all active and inactive participants2018-07-01411
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-010
Total participants2018-07-01411
Number of participants with account balances2018-07-01368
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-0120
2017: CHS EMPLOYEE PENSION PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-01451
Total number of active participants reported on line 7a of the Form 55002017-07-01334
Number of retired or separated participants receiving benefits2017-07-0173
Number of other retired or separated participants entitled to future benefits2017-07-0148
Total of all active and inactive participants2017-07-01455
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-010
Total participants2017-07-01455
Number of participants with account balances2017-07-01407
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-0130
2016: CHS EMPLOYEE PENSION PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-01410
Total number of active participants reported on line 7a of the Form 55002016-07-01305
Number of retired or separated participants receiving benefits2016-07-0164
Number of other retired or separated participants entitled to future benefits2016-07-0177
Total of all active and inactive participants2016-07-01446
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-010
Total participants2016-07-01446
Number of participants with account balances2016-07-01414
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-0131
2015: CHS EMPLOYEE PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-01420
Total number of active participants reported on line 7a of the Form 55002015-07-01303
Number of retired or separated participants receiving benefits2015-07-0124
Number of other retired or separated participants entitled to future benefits2015-07-0184
Total of all active and inactive participants2015-07-01411
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-010
Total participants2015-07-01411
Number of participants with account balances2015-07-01386
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-0129
2014: CHS EMPLOYEE PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-01365
Total number of active participants reported on line 7a of the Form 55002014-07-01343
Number of retired or separated participants receiving benefits2014-07-0122
Number of other retired or separated participants entitled to future benefits2014-07-0150
Total of all active and inactive participants2014-07-01415
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-012
Total participants2014-07-01417
Number of participants with account balances2014-07-01369
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-0121
2013: CHS EMPLOYEE PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-01436
Total number of active participants reported on line 7a of the Form 55002013-07-01321
Number of retired or separated participants receiving benefits2013-07-017
Number of other retired or separated participants entitled to future benefits2013-07-0133
Total of all active and inactive participants2013-07-01361
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-011
Total participants2013-07-01362
Number of participants with account balances2013-07-01326
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-0126
2012: CHS EMPLOYEE PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-01369
Total number of active participants reported on line 7a of the Form 55002012-07-01323
Number of retired or separated participants receiving benefits2012-07-0142
Number of other retired or separated participants entitled to future benefits2012-07-0163
Total of all active and inactive participants2012-07-01428
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-010
Total participants2012-07-01428
Number of participants with account balances2012-07-01385
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-0132
2011: CHS EMPLOYEE PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-01317
Total number of active participants reported on line 7a of the Form 55002011-07-01306
Number of retired or separated participants receiving benefits2011-07-0117
Number of other retired or separated participants entitled to future benefits2011-07-0144
Total of all active and inactive participants2011-07-01367
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-010
Total participants2011-07-01367
Number of participants with account balances2011-07-01311
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-0121
2010: CHS EMPLOYEE PENSION PLAN 2010 401k membership
Total participants, beginning-of-year2010-07-01335
Total number of active participants reported on line 7a of the Form 55002010-07-01283
Number of retired or separated participants receiving benefits2010-07-016
Number of other retired or separated participants entitled to future benefits2010-07-0128
Total of all active and inactive participants2010-07-01317
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-07-010
Total participants2010-07-01317
Number of participants with account balances2010-07-01283
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-07-0124
2009: CHS EMPLOYEE PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-01334
Total number of active participants reported on line 7a of the Form 55002009-07-01280
Number of retired or separated participants receiving benefits2009-07-0111
Number of other retired or separated participants entitled to future benefits2009-07-0141
Total of all active and inactive participants2009-07-01332
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-010
Total participants2009-07-01332
Number of participants with account balances2009-07-01292
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-0120

Financial Data on CHS EMPLOYEE PENSION PLAN

Measure Date Value
2023 : CHS EMPLOYEE PENSION PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-06-30$19,669
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-06-30$108
Total income from all sources (including contributions)2023-06-30$3,488,034
Total loss/gain on sale of assets2023-06-30$0
Total of all expenses incurred2023-06-30$1,705,305
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-06-30$1,675,578
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-06-30$2,014,519
Value of total assets at end of year2023-06-30$15,474,086
Value of total assets at beginning of year2023-06-30$13,671,796
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-06-30$29,727
Total interest from all sources2023-06-30$5,784
Total dividends received (eg from common stock, registered investment company shares)2023-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-06-30No
Administrative expenses professional fees incurred2023-06-30$16,896
Was this plan covered by a fidelity bond2023-06-30Yes
Value of fidelity bond cover2023-06-30$500,000
If this is an individual account plan, was there a blackout period2023-06-30No
Were there any nonexempt tranactions with any party-in-interest2023-06-30No
Contributions received from participants2023-06-30$817,832
Participant contributions at end of year2023-06-30$113,159
Participant contributions at beginning of year2023-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2023-06-30$83,587
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2023-06-30$16,896
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2023-06-30$108
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-06-30No
Value of net income/loss2023-06-30$1,782,729
Value of net assets at end of year (total assets less liabilities)2023-06-30$15,454,417
Value of net assets at beginning of year (total assets less liabilities)2023-06-30$13,671,688
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2023-06-30No
Were any leases to which the plan was party in default or uncollectible2023-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-06-30$13,937,817
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-06-30$12,526,007
Interest on participant loans2023-06-30$1,365
Interest earned on other investments2023-06-30$4,419
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-06-30$359,554
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-06-30$397,450
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-06-30$1,467,731
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-06-30No
Was there a failure to transmit to the plan any participant contributions2023-06-30No
Has the plan failed to provide any benefit when due under the plan2023-06-30No
Contributions received in cash from employer2023-06-30$1,113,100
Employer contributions (assets) at end of year2023-06-30$1,063,556
Employer contributions (assets) at beginning of year2023-06-30$748,339
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-06-30$1,675,578
Contract administrator fees2023-06-30$12,831
Liabilities. Value of benefit claims payable at end of year2023-06-30$2,773
Liabilities. Value of benefit claims payable at beginning of year2023-06-30$0
Did the plan have assets held for investment2023-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-06-30No
Opinion of an independent qualified public accountant for this plan2023-06-30Disclaimer
Accountancy firm name2023-06-30HOOD & ASSOCIATES CPAS, P.C.
Accountancy firm EIN2023-06-30731432162
2022 : CHS EMPLOYEE PENSION PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$108
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total income from all sources (including contributions)2022-06-30$-1,012,267
Total loss/gain on sale of assets2022-06-30$0
Total of all expenses incurred2022-06-30$1,801,784
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$1,779,777
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$1,456,940
Value of total assets at end of year2022-06-30$13,671,796
Value of total assets at beginning of year2022-06-30$16,485,739
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$22,007
Total interest from all sources2022-06-30$3,587
Total dividends received (eg from common stock, registered investment company shares)2022-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30No
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$500,000
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$638,629
Income. Received or receivable in cash from other sources (including rollovers)2022-06-30$20,428
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-06-30$108
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-06-30$0
Other income not declared elsewhere2022-06-30$-24,704
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
Value of net income/loss2022-06-30$-2,814,051
Value of net assets at end of year (total assets less liabilities)2022-06-30$13,671,688
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$16,485,739
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-06-30$12,526,007
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-06-30$15,349,412
Interest earned on other investments2022-06-30$3,587
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-06-30$397,450
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-06-30$373,449
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-06-30$-2,448,090
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$797,883
Employer contributions (assets) at end of year2022-06-30$748,339
Employer contributions (assets) at beginning of year2022-06-30$762,878
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$1,779,777
Contract administrator fees2022-06-30$22,007
Did the plan have assets held for investment2022-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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
Opinion of an independent qualified public accountant for this plan2022-06-30Disclaimer
Accountancy firm name2022-06-30HOOD & ASSOCIATES CPAS, P.C.
Accountancy firm EIN2022-06-30731432162
2021 : CHS EMPLOYEE PENSION 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$5,043,394
Total loss/gain on sale of assets2021-06-30$0
Total of all expenses incurred2021-06-30$577,084
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$555,845
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$1,409,152
Value of total assets at end of year2021-06-30$16,485,739
Value of total assets at beginning of year2021-06-30$12,019,429
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$21,239
Total interest from all sources2021-06-30$4,660
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$500,000
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$552,422
Income. Received or receivable in cash from other sources (including rollovers)2021-06-30$93,852
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$4,466,310
Value of net assets at end of year (total assets less liabilities)2021-06-30$16,485,739
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$12,019,429
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$15,349,412
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-06-30$10,909,153
Interest earned on other investments2021-06-30$4,660
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-06-30$373,449
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-06-30$406,905
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-06-30$3,629,582
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 contributions2021-06-30No
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Contributions received in cash from employer2021-06-30$762,878
Employer contributions (assets) at end of year2021-06-30$762,878
Employer contributions (assets) at beginning of year2021-06-30$703,371
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$555,845
Contract administrator fees2021-06-30$21,239
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 name2021-06-30HOOD & ASSOCIATES CPAS, P.C.
Accountancy firm EIN2021-06-30731432162
2020 : CHS EMPLOYEE PENSION 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$2,158,254
Total loss/gain on sale of assets2020-06-30$0
Total of all expenses incurred2020-06-30$924,133
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$908,675
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$1,826,302
Value of total assets at end of year2020-06-30$12,019,429
Value of total assets at beginning of year2020-06-30$10,785,308
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$15,458
Total interest from all sources2020-06-30$4,501
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$500,000
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$520,033
Income. Received or receivable in cash from other sources (including rollovers)2020-06-30$602,898
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$1,234,121
Value of net assets at end of year (total assets less liabilities)2020-06-30$12,019,429
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$10,785,308
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$10,909,153
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$9,849,898
Interest earned on other investments2020-06-30$4,501
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-06-30$406,905
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-06-30$309,902
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-06-30$327,451
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 contributions2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Contributions received in cash from employer2020-06-30$703,371
Employer contributions (assets) at end of year2020-06-30$703,371
Employer contributions (assets) at beginning of year2020-06-30$625,508
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$908,675
Contract administrator fees2020-06-30$15,458
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 name2020-06-30COCHRAN HEAD VICK & CO., P.C.
Accountancy firm EIN2020-06-30900880401
2019 : CHS EMPLOYEE PENSION 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$1,693,087
Total loss/gain on sale of assets2019-06-30$0
Total of all expenses incurred2019-06-30$1,289,977
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$1,274,143
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$1,098,852
Value of total assets at end of year2019-06-30$10,785,308
Value of total assets at beginning of year2019-06-30$10,382,198
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$15,834
Total interest from all sources2019-06-30$5,251
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$500,000
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$456,208
Income. Received or receivable in cash from other sources (including rollovers)2019-06-30$17,136
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$403,110
Value of net assets at end of year (total assets less liabilities)2019-06-30$10,785,308
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$10,382,198
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$9,849,898
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$9,417,949
Interest earned on other investments2019-06-30$5,251
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-06-30$309,902
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-06-30$361,471
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-06-30$588,984
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$625,508
Employer contributions (assets) at end of year2019-06-30$625,508
Employer contributions (assets) at beginning of year2019-06-30$602,778
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$1,274,143
Contract administrator fees2019-06-30$15,834
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 name2019-06-30COCHRAN HEAD VICK & CO., P.C.
Accountancy firm EIN2019-06-30900880401
2018 : CHS EMPLOYEE PENSION 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$1,791,507
Total loss/gain on sale of assets2018-06-30$0
Total of all expenses incurred2018-06-30$915,306
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$896,230
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$1,019,647
Value of total assets at end of year2018-06-30$10,382,198
Value of total assets at beginning of year2018-06-30$9,505,997
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$19,076
Total interest from all sources2018-06-30$5,262
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$500,000
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$408,470
Income. Received or receivable in cash from other sources (including rollovers)2018-06-30$8,399
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$876,201
Value of net assets at end of year (total assets less liabilities)2018-06-30$10,382,198
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$9,505,997
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$9,417,949
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$8,627,756
Interest earned on other investments2018-06-30$5,262
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-06-30$361,471
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-06-30$314,972
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-06-30$766,598
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$602,778
Employer contributions (assets) at end of year2018-06-30$602,778
Employer contributions (assets) at beginning of year2018-06-30$563,269
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$896,230
Contract administrator fees2018-06-30$19,076
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 name2018-06-30COCHRAN HEAD VICK & CO., P.C.
Accountancy firm EIN2018-06-30900880401
2017 : CHS EMPLOYEE PENSION 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$2,004,530
Total loss/gain on sale of assets2017-06-30$0
Total of all expenses incurred2017-06-30$1,265,335
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$1,245,839
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$975,178
Value of total assets at end of year2017-06-30$9,505,997
Value of total assets at beginning of year2017-06-30$8,766,802
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$19,496
Total interest from all sources2017-06-30$7,233
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$500,000
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$388,818
Income. Received or receivable in cash from other sources (including rollovers)2017-06-30$23,091
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$739,195
Value of net assets at end of year (total assets less liabilities)2017-06-30$9,505,997
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$8,766,802
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$8,627,756
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$7,632,386
Interest earned on other investments2017-06-30$7,233
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-06-30$314,972
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-06-30$521,239
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-06-30$1,022,119
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$563,269
Employer contributions (assets) at end of year2017-06-30$563,269
Employer contributions (assets) at beginning of year2017-06-30$613,177
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$1,245,839
Contract administrator fees2017-06-30$19,496
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 name2017-06-30COCHRAN HEAD VICK & CO., P.C.
Accountancy firm EIN2017-06-30900880401
2016 : CHS EMPLOYEE PENSION 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$991,815
Total loss/gain on sale of assets2016-06-30$0
Total of all expenses incurred2016-06-30$1,414,461
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$1,390,277
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$1,036,269
Value of total assets at end of year2016-06-30$8,766,802
Value of total assets at beginning of year2016-06-30$9,189,448
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$24,184
Total interest from all sources2016-06-30$9,655
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$500,000
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$412,150
Income. Received or receivable in cash from other sources (including rollovers)2016-06-30$10,942
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$-422,646
Value of net assets at end of year (total assets less liabilities)2016-06-30$8,766,802
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$9,189,448
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$7,632,386
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$8,127,782
Interest earned on other investments2016-06-30$9,655
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-06-30$521,239
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-06-30$481,092
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-06-30$-54,109
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$613,177
Employer contributions (assets) at end of year2016-06-30$613,177
Employer contributions (assets) at beginning of year2016-06-30$580,574
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$1,390,277
Contract administrator fees2016-06-30$24,184
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 name2016-06-30COCHRAN HEAD VICK & CO., P.C.
Accountancy firm EIN2016-06-30900880401
2015 : CHS EMPLOYEE PENSION 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$1,175,018
Total loss/gain on sale of assets2015-06-30$0
Total of all expenses incurred2015-06-30$812,117
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$786,503
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$946,969
Value of total assets at end of year2015-06-30$9,189,448
Value of total assets at beginning of year2015-06-30$8,826,547
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$25,614
Total interest from all sources2015-06-30$8,837
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$500,000
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$366,395
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$362,901
Value of net assets at end of year (total assets less liabilities)2015-06-30$9,189,448
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$8,826,547
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$8,127,782
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$7,823,346
Interest earned on other investments2015-06-30$8,837
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-06-30$481,092
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-06-30$462,501
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-06-30$219,212
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$580,574
Employer contributions (assets) at end of year2015-06-30$580,574
Employer contributions (assets) at beginning of year2015-06-30$540,700
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$786,503
Contract administrator fees2015-06-30$25,614
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 name2015-06-30COCHRAN HEAD VICK & CO., P.C.
Accountancy firm EIN2015-06-30900880401
2014 : CHS EMPLOYEE PENSION 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$2,100,597
Total loss/gain on sale of assets2014-06-30$0
Total of all expenses incurred2014-06-30$631,523
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$599,982
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$943,576
Value of total assets at end of year2014-06-30$8,826,547
Value of total assets at beginning of year2014-06-30$7,357,473
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$31,541
Total interest from all sources2014-06-30$8,346
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$500,000
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$355,021
Income. Received or receivable in cash from other sources (including rollovers)2014-06-30$47,109
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$1,469,074
Value of net assets at end of year (total assets less liabilities)2014-06-30$8,826,547
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$7,357,473
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$7,823,346
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$6,441,799
Interest earned on other investments2014-06-30$8,346
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-06-30$462,501
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-06-30$384,951
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-06-30$1,148,675
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$541,446
Employer contributions (assets) at end of year2014-06-30$540,700
Employer contributions (assets) at beginning of year2014-06-30$530,723
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$599,982
Contract administrator fees2014-06-30$31,541
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 name2014-06-30CHV CPA, LLC
Accountancy firm EIN2014-06-30900880401
2013 : CHS EMPLOYEE PENSION 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$1,601,416
Total loss/gain on sale of assets2013-06-30$0
Total of all expenses incurred2013-06-30$449,477
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$423,074
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$879,571
Value of total assets at end of year2013-06-30$7,357,473
Value of total assets at beginning of year2013-06-30$6,205,534
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$26,403
Total interest from all sources2013-06-30$8,784
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$348,848
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$1,151,939
Value of net assets at end of year (total assets less liabilities)2013-06-30$7,357,473
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$6,205,534
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$6,441,799
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-06-30$5,291,946
Interest earned on other investments2013-06-30$8,784
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-06-30$384,951
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-06-30$420,928
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-06-30$713,061
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$530,723
Employer contributions (assets) at end of year2013-06-30$530,723
Employer contributions (assets) at beginning of year2013-06-30$492,660
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$423,074
Contract administrator fees2013-06-30$26,403
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 name2013-06-30MHC CPA, LLC
Accountancy firm EIN2013-06-30440609255
2012 : CHS EMPLOYEE PENSION 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$20
Total income from all sources (including contributions)2012-06-30$806,219
Total loss/gain on sale of assets2012-06-30$0
Total of all expenses incurred2012-06-30$413,411
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$407,733
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$834,569
Value of total assets at end of year2012-06-30$6,205,534
Value of total assets at beginning of year2012-06-30$5,812,746
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$5,678
Total interest from all sources2012-06-30$10,029
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$500,000
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$328,643
Income. Received or receivable in cash from other sources (including rollovers)2012-06-30$12,406
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-06-30$688
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-06-30$20
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$392,808
Value of net assets at end of year (total assets less liabilities)2012-06-30$6,205,534
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$5,812,726
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$5,291,946
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-06-30$5,608,187
Interest earned on other investments2012-06-30$10,029
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-06-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-06-30$293
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-06-30$293
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-06-30$420,928
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-06-30$166,297
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-06-30$-38,379
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$493,520
Employer contributions (assets) at end of year2012-06-30$492,660
Employer contributions (assets) at beginning of year2012-06-30$37,281
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$407,733
Contract administrator fees2012-06-30$5,678
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 name2012-06-30MHC CPA, LLC
Accountancy firm EIN2012-06-30440609255
2011 : CHS EMPLOYEE PENSION 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$20
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$2,828
Total income from all sources (including contributions)2011-06-30$1,613,678
Total loss/gain on sale of assets2011-06-30$337,340
Total of all expenses incurred2011-06-30$463,463
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$447,875
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$734,741
Value of total assets at end of year2011-06-30$5,812,746
Value of total assets at beginning of year2011-06-30$4,665,339
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$15,588
Total interest from all sources2011-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$59,877
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2011-06-30$59,877
Administrative expenses professional fees incurred2011-06-30$1,750
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$500,000
If this is an individual account plan, was there a blackout period2011-06-30Yes
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$280,392
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-06-30$688
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-06-30$20
Other income not declared elsewhere2011-06-30$1,920
Administrative expenses (other) incurred2011-06-30$40
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$1,150,215
Value of net assets at end of year (total assets less liabilities)2011-06-30$5,812,726
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$4,662,511
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
Investment advisory and management fees2011-06-30$13,798
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-06-30$5,608,187
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-06-30$4,632,015
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-06-30$293
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-06-30$166,297
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-06-30$479,800
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30Yes
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$454,349
Employer contributions (assets) at end of year2011-06-30$37,281
Employer contributions (assets) at beginning of year2011-06-30$33,324
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$447,875
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-06-30Yes
Liabilities. Value of benefit claims payable at beginning of year2011-06-30$2,828
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
Aggregate proceeds on sale of assets2011-06-30$3,118,767
Aggregate carrying amount (costs) on sale of assets2011-06-30$2,781,427
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30No
Opinion of an independent qualified public accountant for this plan2011-06-30Unqualified
Accountancy firm name2011-06-30MHC CPA, LLC
Accountancy firm EIN2011-06-30440609255
2010 : CHS EMPLOYEE PENSION 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 CHS EMPLOYEE PENSION PLAN

2022: CHS EMPLOYEE PENSION PLAN 2022 form 5500 responses
2022-07-01Type of plan entitySingle employer plan
2022-07-01Submission has been amendedNo
2022-07-01This submission is the final filingNo
2022-07-01This return/report is a short plan year return/report (less than 12 months)No
2022-07-01Plan is a collectively bargained planNo
2022-07-01Plan funding arrangement – InsuranceYes
2022-07-01Plan funding arrangement – TrustYes
2022-07-01Plan benefit arrangement – InsuranceYes
2022-07-01Plan benefit arrangement - TrustYes
2021: CHS EMPLOYEE PENSION 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 – InsuranceYes
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement – InsuranceYes
2021-07-01Plan benefit arrangement - TrustYes
2020: CHS EMPLOYEE PENSION 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: CHS EMPLOYEE PENSION 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: CHS EMPLOYEE PENSION 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: CHS EMPLOYEE PENSION 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: CHS EMPLOYEE PENSION 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: CHS EMPLOYEE PENSION 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: CHS EMPLOYEE PENSION 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: CHS EMPLOYEE PENSION 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: CHS EMPLOYEE PENSION 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: CHS EMPLOYEE PENSION 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: CHS EMPLOYEE PENSION 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: CHS EMPLOYEE PENSION 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 – TrustYes
2009-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVFZ341
Policy instance 1
Insurance contract or identification numberVFZ341
Number of Individuals Covered494
Insurance policy start date2022-07-01
Insurance policy end date2023-06-30
Total amount of commissions paid to insurance brokerUSD $50,104
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 $50,104
Insurance broker organization code?3
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVFZ341
Policy instance 1
Insurance contract or identification numberVFZ341
Number of Individuals Covered344
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Total amount of commissions paid to insurance brokerUSD $59,568
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 $59,568
Insurance broker organization code?3
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVFZ341
Policy instance 1
Insurance contract or identification numberVFZ341
Number of Individuals Covered339
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Total amount of commissions paid to insurance brokerUSD $54,400
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 $54,314
Insurance broker organization code?3
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVFZ341
Policy instance 1
Insurance contract or identification numberVFZ341
Number of Individuals Covered361
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Total amount of commissions paid to insurance brokerUSD $41,842
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 $41,842
Insurance broker organization code?3
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVFZ341
Policy instance 1
Insurance contract or identification numberVFZ341
Number of Individuals Covered337
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Total amount of commissions paid to insurance brokerUSD $39,174
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 $39,174
Insurance broker organization code?3
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVFZ341
Policy instance 1
Insurance contract or identification numberVFZ341
Number of Individuals Covered407
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $37,988
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

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