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FOOD BANK OF CENTRAL & EASTERN NORTH CAROLINA, INC. 403(B) PLAN 401k Plan overview

Plan NameFOOD BANK OF CENTRAL & EASTERN NORTH CAROLINA, INC. 403(B) PLAN
Plan identification number 001

FOOD BANK OF CENTRAL & EASTERN NORTH CAROLINA, INC. 403(B) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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)(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.

401k Sponsoring company profile

FOOD BANK OF CENTRAL & EASTERN NC, INC. has sponsored the creation of one or more 401k plans.

Company Name:FOOD BANK OF CENTRAL & EASTERN NC, INC.
Employer identification number (EIN):561283426
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FOOD BANK OF CENTRAL & EASTERN NORTH CAROLINA, INC. 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01MICKEY HOLT2023-10-12 MELISSA DELANEY2023-10-12
0012021-01-01MICKEY HOLT2022-10-12 MELISSA DELANEY2022-10-12
0012020-01-01MICKEY HOLT2021-10-15
0012019-01-01PETER WERBICKI2020-09-30
0012018-01-01PETER WERBICKI2019-10-10
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01KIMBERLY FORESTA
0012013-01-01
0012012-01-01PETER WERBICKI
0012011-01-01MICHAEL ABRAMSON
0012010-01-01MICHAEL ABRAMSON
0012009-01-01SHERWOOD YOUNG
0012009-01-01SHERWOOD YOUNG
0012009-01-01MICHAEL ABRAMSON

Plan Statistics for FOOD BANK OF CENTRAL & EASTERN NORTH CAROLINA, INC. 403(B) PLAN

401k plan membership statisitcs for FOOD BANK OF CENTRAL & EASTERN NORTH CAROLINA, INC. 403(B) PLAN

Measure Date Value
2022: FOOD BANK OF CENTRAL & EASTERN NORTH CAROLINA, INC. 403(B) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01114
Total number of active participants reported on line 7a of the Form 55002022-01-0149
Number of retired or separated participants receiving benefits2022-01-012
Number of other retired or separated participants entitled to future benefits2022-01-0150
Total of all active and inactive participants2022-01-01101
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01101
Number of participants with account balances2022-01-01101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: FOOD BANK OF CENTRAL & EASTERN NORTH CAROLINA, INC. 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01119
Total number of active participants reported on line 7a of the Form 55002021-01-0159
Number of retired or separated participants receiving benefits2021-01-012
Number of other retired or separated participants entitled to future benefits2021-01-0153
Total of all active and inactive participants2021-01-01114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01114
Number of participants with account balances2021-01-01114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: FOOD BANK OF CENTRAL & EASTERN NORTH CAROLINA, INC. 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01134
Total number of active participants reported on line 7a of the Form 55002020-01-0167
Number of retired or separated participants receiving benefits2020-01-011
Number of other retired or separated participants entitled to future benefits2020-01-0151
Total of all active and inactive participants2020-01-01119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01119
Number of participants with account balances2020-01-01119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: FOOD BANK OF CENTRAL & EASTERN NORTH CAROLINA, INC. 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01146
Total number of active participants reported on line 7a of the Form 55002019-01-0183
Number of retired or separated participants receiving benefits2019-01-011
Number of other retired or separated participants entitled to future benefits2019-01-0149
Total of all active and inactive participants2019-01-01133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01133
Number of participants with account balances2019-01-01132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: FOOD BANK OF CENTRAL & EASTERN NORTH CAROLINA, INC. 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01177
Total number of active participants reported on line 7a of the Form 55002018-01-0189
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0157
Total of all active and inactive participants2018-01-01146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01146
Number of participants with account balances2018-01-01146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-011
2017: FOOD BANK OF CENTRAL & EASTERN NORTH CAROLINA, INC. 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01179
Total number of active participants reported on line 7a of the Form 55002017-01-01102
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0181
Total of all active and inactive participants2017-01-01183
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01183
Number of participants with account balances2017-01-01183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-012
2016: FOOD BANK OF CENTRAL & EASTERN NORTH CAROLINA, INC. 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01165
Total number of active participants reported on line 7a of the Form 55002016-01-01100
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0179
Total of all active and inactive participants2016-01-01179
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01179
Number of participants with account balances2016-01-01177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: FOOD BANK OF CENTRAL & EASTERN NORTH CAROLINA, INC. 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01135
Total number of active participants reported on line 7a of the Form 55002015-01-0198
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0161
Total of all active and inactive participants2015-01-01159
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01159
Number of participants with account balances2015-01-01155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: FOOD BANK OF CENTRAL & EASTERN NORTH CAROLINA, INC. 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01116
Total number of active participants reported on line 7a of the Form 55002014-01-0191
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0133
Total of all active and inactive participants2014-01-01124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01124
Number of participants with account balances2014-01-01106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: FOOD BANK OF CENTRAL & EASTERN NORTH CAROLINA, INC. 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01120
Total number of active participants reported on line 7a of the Form 55002013-01-0178
Number of other retired or separated participants entitled to future benefits2013-01-0147
Total of all active and inactive participants2013-01-01125
Total participants2013-01-01125
Number of participants with account balances2013-01-01125
2012: FOOD BANK OF CENTRAL & EASTERN NORTH CAROLINA, INC. 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01108
Total number of active participants reported on line 7a of the Form 55002012-01-0197
Number of other retired or separated participants entitled to future benefits2012-01-0123
Total of all active and inactive participants2012-01-01120
Total participants2012-01-01120
Number of participants with account balances2012-01-01120
2011: FOOD BANK OF CENTRAL & EASTERN NORTH CAROLINA, INC. 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01100
Total number of active participants reported on line 7a of the Form 55002011-01-0189
Number of other retired or separated participants entitled to future benefits2011-01-0119
Total of all active and inactive participants2011-01-01108
Total participants2011-01-01108
Number of participants with account balances2011-01-01108
2010: FOOD BANK OF CENTRAL & EASTERN NORTH CAROLINA, INC. 403(B) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0197
Total number of active participants reported on line 7a of the Form 55002010-01-0170
Number of other retired or separated participants entitled to future benefits2010-01-0130
Total of all active and inactive participants2010-01-01100
Total participants2010-01-01100
Number of participants with account balances2010-01-01100
2009: FOOD BANK OF CENTRAL & EASTERN NORTH CAROLINA, INC. 403(B) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0172
Total number of active participants reported on line 7a of the Form 55002009-01-0168
Total of all active and inactive participants2009-01-0168
Total participants2009-01-0168
Number of other retired or separated participants entitled to future benefits2009-01-0137
Number of participants with account balances2009-01-0197

Financial Data on FOOD BANK OF CENTRAL & EASTERN NORTH CAROLINA, INC. 403(B) PLAN

Measure Date Value
2022 : FOOD BANK OF CENTRAL & EASTERN NORTH CAROLINA, INC. 403(B) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-679,819
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,003,504
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$998,525
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$497,289
Value of total assets at end of year2022-12-31$5,655,034
Value of total assets at beginning of year2022-12-31$7,338,357
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$4,979
Total interest from all sources2022-12-31$3,737
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$206,262
Participant contributions at end of year2022-12-31$162,890
Participant contributions at beginning of year2022-12-31$62,039
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$1,981
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,683,323
Value of net assets at end of year (total assets less liabilities)2022-12-31$5,655,034
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$7,338,357
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$4,979
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$5,197,894
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$6,520,100
Value of interest in pooled separate accounts at end of year2022-12-31$110,258
Value of interest in pooled separate accounts at beginning of year2022-12-31$143,861
Interest on participant loans2022-12-31$3,737
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$59,098
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$63,972
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$63,972
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$64,436
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$465,825
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,147,362
Net investment gain/loss from pooled separate accounts2022-12-31$-33,483
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$291,027
Employer contributions (assets) at end of year2022-12-31$60,458
Employer contributions (assets) at beginning of year2022-12-31$80,579
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$998,525
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31CHERRY BEKAERT LLP
Accountancy firm EIN2022-12-31560574444
2021 : FOOD BANK OF CENTRAL & EASTERN NORTH CAROLINA, INC. 403(B) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$1,412,426
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$463,708
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$459,896
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$552,144
Value of total assets at end of year2021-12-31$7,338,357
Value of total assets at beginning of year2021-12-31$6,389,639
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$3,812
Total interest from all sources2021-12-31$3,037
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$235,506
Participant contributions at end of year2021-12-31$62,039
Participant contributions at beginning of year2021-12-31$57,980
Participant contributions at end of year2021-12-31$1,981
Participant contributions at beginning of year2021-12-31$7,474
Other income not declared elsewhere2021-12-31$6,807
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$948,718
Value of net assets at end of year (total assets less liabilities)2021-12-31$7,338,357
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$6,389,639
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$3,812
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$6,520,100
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$5,572,173
Value of interest in pooled separate accounts at end of year2021-12-31$143,861
Value of interest in pooled separate accounts at beginning of year2021-12-31$120,162
Interest on participant loans2021-12-31$3,037
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$63,972
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$69,615
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$69,615
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$465,825
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$490,019
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$826,619
Net investment gain/loss from pooled separate accounts2021-12-31$23,819
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$316,638
Employer contributions (assets) at end of year2021-12-31$80,579
Employer contributions (assets) at beginning of year2021-12-31$72,216
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$459,896
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31CHERRY BEKAERT LLP
Accountancy firm EIN2021-12-31560574444
2020 : FOOD BANK OF CENTRAL & EASTERN NORTH CAROLINA, INC. 403(B) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$1,341,936
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$481,624
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$476,957
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$536,117
Value of total assets at end of year2020-12-31$6,389,639
Value of total assets at beginning of year2020-12-31$5,529,327
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$4,667
Total interest from all sources2020-12-31$2,335
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$214,587
Participant contributions at end of year2020-12-31$57,980
Participant contributions at beginning of year2020-12-31$39,394
Participant contributions at end of year2020-12-31$7,474
Participant contributions at beginning of year2020-12-31$0
Other income not declared elsewhere2020-12-31$8,474
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$860,312
Value of net assets at end of year (total assets less liabilities)2020-12-31$6,389,639
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$5,529,327
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$4,667
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$5,572,173
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$4,947,506
Value of interest in pooled separate accounts at end of year2020-12-31$120,162
Value of interest in pooled separate accounts at beginning of year2020-12-31$115,765
Interest on participant loans2020-12-31$2,335
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$69,615
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$74,956
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$74,956
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$490,019
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$276,868
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$774,952
Net investment gain/loss from pooled separate accounts2020-12-31$20,058
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$321,530
Employer contributions (assets) at end of year2020-12-31$72,216
Employer contributions (assets) at beginning of year2020-12-31$74,838
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$476,957
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31CHERRY BEKAERT LLP
Accountancy firm EIN2020-12-31560574444
2019 : FOOD BANK OF CENTRAL & EASTERN NORTH CAROLINA, INC. 403(B) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$1,547,673
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$600,497
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$592,582
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$570,786
Value of total assets at end of year2019-12-31$5,529,327
Value of total assets at beginning of year2019-12-31$4,582,151
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$7,915
Total interest from all sources2019-12-31$3,113
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$231,599
Participant contributions at end of year2019-12-31$39,394
Participant contributions at beginning of year2019-12-31$55,703
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$1,901
Other income not declared elsewhere2019-12-31$5,455
Administrative expenses (other) incurred2019-12-31$7,915
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$947,176
Value of net assets at end of year (total assets less liabilities)2019-12-31$5,529,327
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$4,582,151
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$4,947,506
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$3,862,528
Value of interest in pooled separate accounts at end of year2019-12-31$115,765
Value of interest in pooled separate accounts at beginning of year2019-12-31$95,513
Interest on participant loans2019-12-31$3,113
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$74,956
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$226,163
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$226,163
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$276,868
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$245,271
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$944,936
Net investment gain/loss from pooled separate accounts2019-12-31$23,383
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$337,286
Employer contributions (assets) at end of year2019-12-31$74,838
Employer contributions (assets) at beginning of year2019-12-31$96,973
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$592,582
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31ELLIOTT DAVIS, PLLC
Accountancy firm EIN2019-12-31570381582
2018 : FOOD BANK OF CENTRAL & EASTERN NORTH CAROLINA, INC. 403(B) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$306,561
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$399,674
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$391,811
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$579,938
Value of total assets at end of year2018-12-31$4,582,151
Value of total assets at beginning of year2018-12-31$4,675,264
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$7,863
Total interest from all sources2018-12-31$6,515
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$237,035
Participant contributions at end of year2018-12-31$55,703
Participant contributions at beginning of year2018-12-31$49,351
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$9,694
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$4,314
Other income not declared elsewhere2018-12-31$4,701
Administrative expenses (other) incurred2018-12-31$7,863
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-93,113
Value of net assets at end of year (total assets less liabilities)2018-12-31$4,582,151
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$4,675,264
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$3,862,528
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$3,911,477
Value of interest in pooled separate accounts at end of year2018-12-31$95,513
Value of interest in pooled separate accounts at beginning of year2018-12-31$101,320
Interest on participant loans2018-12-31$2,145
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$226,163
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$262,323
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$262,323
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$4,370
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$245,271
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$258,373
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-280,270
Net investment gain/loss from pooled separate accounts2018-12-31$-4,323
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$338,589
Employer contributions (assets) at end of year2018-12-31$96,973
Employer contributions (assets) at beginning of year2018-12-31$82,726
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$391,811
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31ELLIOTT DAVIS, PLLC
Accountancy firm EIN2018-12-31570381582
2017 : FOOD BANK OF CENTRAL & EASTERN NORTH CAROLINA, INC. 403(B) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$1,317,989
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$332,265
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$326,046
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$690,644
Value of total assets at end of year2017-12-31$4,675,264
Value of total assets at beginning of year2017-12-31$3,689,540
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$6,219
Total interest from all sources2017-12-31$1,946
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$249,405
Participant contributions at end of year2017-12-31$49,351
Participant contributions at beginning of year2017-12-31$24,006
Participant contributions at end of year2017-12-31$9,694
Participant contributions at beginning of year2017-12-31$8,807
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$97,546
Other income not declared elsewhere2017-12-31$4,638
Administrative expenses (other) incurred2017-12-31$6,219
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$985,724
Value of net assets at end of year (total assets less liabilities)2017-12-31$4,675,264
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$3,689,540
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$3,911,477
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$2,982,709
Value of interest in pooled separate accounts at end of year2017-12-31$101,320
Value of interest in pooled separate accounts at beginning of year2017-12-31$86,881
Interest on participant loans2017-12-31$1,946
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$262,323
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$265,473
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$265,473
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$258,373
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$219,757
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$604,882
Net investment gain/loss from pooled separate accounts2017-12-31$15,879
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$343,693
Employer contributions (assets) at end of year2017-12-31$82,726
Employer contributions (assets) at beginning of year2017-12-31$101,907
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$326,046
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31ELLIOTT DAVIS DECOSIMO
Accountancy firm EIN2017-12-31570381582
2016 : FOOD BANK OF CENTRAL & EASTERN NORTH CAROLINA, INC. 403(B) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$738,559
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$510,579
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$505,062
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$605,366
Value of total assets at end of year2016-12-31$3,689,540
Value of total assets at beginning of year2016-12-31$3,461,560
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$5,517
Total interest from all sources2016-12-31$1,231
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$222,446
Participant contributions at end of year2016-12-31$24,006
Participant contributions at beginning of year2016-12-31$22,812
Participant contributions at end of year2016-12-31$8,807
Participant contributions at beginning of year2016-12-31$7,765
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$6,952
Other income not declared elsewhere2016-12-31$4,328
Administrative expenses (other) incurred2016-12-31$5,517
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$227,980
Value of net assets at end of year (total assets less liabilities)2016-12-31$3,689,540
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$3,461,560
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$2,982,709
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$2,763,652
Value of interest in pooled separate accounts at end of year2016-12-31$86,881
Value of interest in pooled separate accounts at beginning of year2016-12-31$83,396
Interest on participant loans2016-12-31$1,231
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$265,473
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$300,832
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$300,832
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$219,757
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$191,047
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$122,766
Net investment gain/loss from pooled separate accounts2016-12-31$4,868
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$375,968
Employer contributions (assets) at end of year2016-12-31$101,907
Employer contributions (assets) at beginning of year2016-12-31$92,056
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$505,062
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31ELLIOTT DAVIS DECOSIMO
Accountancy firm EIN2016-12-31570381582
2015 : FOOD BANK OF CENTRAL & EASTERN NORTH CAROLINA, INC. 403(B) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$573,471
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$340,884
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$335,092
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$602,543
Value of total assets at end of year2015-12-31$3,461,560
Value of total assets at beginning of year2015-12-31$3,228,973
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$5,792
Total interest from all sources2015-12-31$1,608
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$228,175
Participant contributions at end of year2015-12-31$22,812
Participant contributions at beginning of year2015-12-31$0
Participant contributions at end of year2015-12-31$7,765
Participant contributions at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$34,098
Other income not declared elsewhere2015-12-31$3,093
Administrative expenses (other) incurred2015-12-31$5,792
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$232,587
Value of net assets at end of year (total assets less liabilities)2015-12-31$3,461,560
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$3,228,973
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$2,763,652
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$2,273,756
Value of interest in pooled separate accounts at end of year2015-12-31$83,396
Value of interest in pooled separate accounts at beginning of year2015-12-31$114,242
Interest on participant loans2015-12-31$796
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$300,832
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$585,149
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$585,149
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$812
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$191,047
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$161,035
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-32,294
Net investment gain/loss from pooled separate accounts2015-12-31$-1,479
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$340,270
Employer contributions (assets) at end of year2015-12-31$92,056
Employer contributions (assets) at beginning of year2015-12-31$94,791
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$335,092
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31ELLIOTT DAVIS DECOSIMO
Accountancy firm EIN2015-12-31570381582
2014 : FOOD BANK OF CENTRAL & EASTERN NORTH CAROLINA, INC. 403(B) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$683,562
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$99,025
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$95,878
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$496,784
Value of total assets at end of year2014-12-31$3,228,973
Value of total assets at beginning of year2014-12-31$2,644,436
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$3,147
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$200,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31Yes
Amount of non-exempt transactions with any party-in-interest2014-12-31$3,147
Contributions received from participants2014-12-31$145,235
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$4,148
Other income not declared elsewhere2014-12-31$4,709
Administrative expenses (other) incurred2014-12-31$3,147
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$584,537
Value of net assets at end of year (total assets less liabilities)2014-12-31$3,228,973
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$2,644,436
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$2,273,756
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$1,773,456
Value of interest in pooled separate accounts at end of year2014-12-31$114,242
Value of interest in pooled separate accounts at beginning of year2014-12-31$107,915
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$585,149
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$529,386
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$529,386
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$161,035
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$157,470
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$174,323
Net investment gain/loss from pooled separate accounts2014-12-31$7,746
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$351,549
Employer contributions (assets) at end of year2014-12-31$94,791
Employer contributions (assets) at beginning of year2014-12-31$72,061
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$95,878
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31ELLIOTT DAVIS DECOSIMO
Accountancy firm EIN2014-12-31570381582
2013 : FOOD BANK OF CENTRAL & EASTERN NORTH CAROLINA, INC. 403(B) PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$299,585
Total unrealized appreciation/depreciation of assets2013-12-31$299,585
Total income from all sources (including contributions)2013-12-31$747,720
Total of all expenses incurred2013-12-31$321,628
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$318,671
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$404,384
Value of total assets at end of year2013-12-31$2,644,436
Value of total assets at beginning of year2013-12-31$2,218,344
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$2,957
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$200,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31Yes
Amount of non-exempt transactions with any party-in-interest2013-12-31$2,956
Contributions received from participants2013-12-31$104,490
Participant contributions at end of year2013-12-31$4,148
Participant contributions at beginning of year2013-12-31$3,737
Administrative expenses (other) incurred2013-12-31$2,957
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$426,092
Value of net assets at end of year (total assets less liabilities)2013-12-31$2,644,436
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$2,218,344
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$1,773,456
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$1,380,268
Value of interest in pooled separate accounts at end of year2013-12-31$107,915
Value of interest in pooled separate accounts at beginning of year2013-12-31$89,027
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$529,386
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$519,001
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$519,001
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$157,470
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$153,979
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$43,751
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$299,894
Employer contributions (assets) at end of year2013-12-31$72,061
Employer contributions (assets) at beginning of year2013-12-31$72,332
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$318,671
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31WILLIAMS OVERMAN PIERCE, LLP
Accountancy firm EIN2013-12-31561031342
2012 : FOOD BANK OF CENTRAL & EASTERN NORTH CAROLINA, INC. 403(B) PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$126,282
Total unrealized appreciation/depreciation of assets2012-12-31$126,282
Total income from all sources (including contributions)2012-12-31$618,772
Total of all expenses incurred2012-12-31$417,211
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$414,096
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$435,241
Value of total assets at end of year2012-12-31$2,218,344
Value of total assets at beginning of year2012-12-31$2,016,783
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$3,115
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$250,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$104,864
Participant contributions at end of year2012-12-31$3,737
Participant contributions at beginning of year2012-12-31$4,456
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$2,761
Administrative expenses (other) incurred2012-12-31$3,115
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$201,561
Value of net assets at end of year (total assets less liabilities)2012-12-31$2,218,344
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$2,016,783
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$1,623,274
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$1,479,072
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$519,001
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$474,048
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$474,048
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$57,249
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$327,616
Employer contributions (assets) at end of year2012-12-31$72,332
Employer contributions (assets) at beginning of year2012-12-31$59,207
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$414,096
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31WILLIAMS OVERMAN PIERCE LLP
Accountancy firm EIN2012-12-31561031342
2011 : FOOD BANK OF CENTRAL & EASTERN NORTH CAROLINA, INC. 403(B) PLAN 2011 401k financial data
Total income from all sources2011-12-31$382,259
Expenses. Total of all expenses incurred2011-12-31$256,154
Benefits paid (including direct rollovers)2011-12-31$253,604
Total plan assets at end of year2011-12-31$2,012,327
Total plan assets at beginning of year2011-12-31$1,886,222
Value of fidelity bond covering the plan2011-12-31$250,000
Total contributions received or receivable from participants2011-12-31$111,731
Contributions received from other sources (not participants or employers)2011-12-31$348
Other income received2011-12-31$8,811
Net income (gross income less expenses)2011-12-31$126,105
Net plan assets at end of year (total assets less liabilities)2011-12-31$2,012,327
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,886,222
Total contributions received or receivable from employer(s)2011-12-31$261,369
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$2,550
2010 : FOOD BANK OF CENTRAL & EASTERN NORTH CAROLINA, INC. 403(B) PLAN 2010 401k financial data
Total income from all sources2010-12-31$513,451
Expenses. Total of all expenses incurred2010-12-31$222,940
Benefits paid (including direct rollovers)2010-12-31$220,350
Total plan assets at end of year2010-12-31$1,886,222
Total plan assets at beginning of year2010-12-31$1,595,711
Value of fidelity bond covering the plan2010-12-31$200,000
Total contributions received or receivable from participants2010-12-31$82,245
Contributions received from other sources (not participants or employers)2010-12-31$2,654
Other income received2010-12-31$156,674
Net income (gross income less expenses)2010-12-31$290,511
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,886,222
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,595,711
Total contributions received or receivable from employer(s)2010-12-31$271,878
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$2,590
2009 : FOOD BANK OF CENTRAL & EASTERN NORTH CAROLINA, INC. 403(B) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for FOOD BANK OF CENTRAL & EASTERN NORTH CAROLINA, INC. 403(B) PLAN

2022: FOOD BANK OF CENTRAL & EASTERN NORTH CAROLINA, INC. 403(B) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: FOOD BANK OF CENTRAL & EASTERN NORTH CAROLINA, INC. 403(B) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: FOOD BANK OF CENTRAL & EASTERN NORTH CAROLINA, INC. 403(B) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: FOOD BANK OF CENTRAL & EASTERN NORTH CAROLINA, INC. 403(B) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: FOOD BANK OF CENTRAL & EASTERN NORTH CAROLINA, INC. 403(B) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: FOOD BANK OF CENTRAL & EASTERN NORTH CAROLINA, INC. 403(B) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: FOOD BANK OF CENTRAL & EASTERN NORTH CAROLINA, INC. 403(B) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: FOOD BANK OF CENTRAL & EASTERN NORTH CAROLINA, INC. 403(B) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: FOOD BANK OF CENTRAL & EASTERN NORTH CAROLINA, INC. 403(B) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: FOOD BANK OF CENTRAL & EASTERN NORTH CAROLINA, INC. 403(B) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: FOOD BANK OF CENTRAL & EASTERN NORTH CAROLINA, INC. 403(B) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: FOOD BANK OF CENTRAL & EASTERN NORTH CAROLINA, INC. 403(B) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: FOOD BANK OF CENTRAL & EASTERN NORTH CAROLINA, INC. 403(B) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: FOOD BANK OF CENTRAL & EASTERN NORTH CAROLINA, INC. 403(B) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number767608-01
Policy instance 3
Insurance contract or identification number767608-01
Number of Individuals Covered14
Insurance policy start date2022-09-10
Insurance policy end date2022-12-31
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
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR61625-1
Policy instance 2
Insurance contract or identification numberMR61625-1
Number of Individuals Covered0
Insurance policy start date2022-01-01
Insurance policy end date2022-09-09
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
SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 )
Policy contract numberLP1056968
Policy instance 1
Insurance contract or identification numberLP1056968
Number of Individuals Covered13
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?1
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?No
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
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR61625-1
Policy instance 2
Insurance contract or identification numberMR61625-1
Number of Individuals Covered95
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
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
SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 )
Policy contract numberLP1056968
Policy instance 1
Insurance contract or identification numberLP1056968
Number of Individuals Covered14
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?1
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?No
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
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR61625-1
Policy instance 2
Insurance contract or identification numberMR61625-1
Number of Individuals Covered97
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
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
SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 )
Policy contract numberLP1056968
Policy instance 1
Insurance contract or identification numberLP1056968
Number of Individuals Covered14
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?1
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?No
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
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR61625-1
Policy instance 2
Insurance contract or identification numberMR61625-1
Number of Individuals Covered105
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
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
SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 )
Policy contract numberLP1056968
Policy instance 1
Insurance contract or identification numberLP1056968
Number of Individuals Covered16
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?1
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?No
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
SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 )
Policy contract numberLP1056968
Policy instance 1
Insurance contract or identification numberLP1056968
Number of Individuals Covered15
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?1
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?No
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
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR61625-1
Policy instance 2
Insurance contract or identification numberMR61625-1
Number of Individuals Covered129
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
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
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR61625-1
Policy instance 2
Insurance contract or identification numberMR61625-1
Number of Individuals Covered135
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
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
SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 )
Policy contract numberLP1056968
Policy instance 1
Insurance contract or identification numberLP1056968
Number of Individuals Covered17
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?1
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?No
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
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR61625-1
Policy instance 2
Insurance contract or identification numberMR61625-1
Number of Individuals Covered27
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
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
SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 )
Policy contract numberLP1056968
Policy instance 1
Insurance contract or identification numberLP1056968
Number of Individuals Covered17
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
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?No
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
SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 )
Policy contract numberLP1056968
Policy instance 1
Insurance contract or identification numberLP1056968
Number of Individuals Covered21
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
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?No
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
SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 )
Policy contract numberLP1056968
Policy instance 1
Insurance contract or identification numberLP1056968
Number of Individuals Covered21
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 )
Policy contract numberLP1056968
Policy instance 1
Insurance contract or identification numberLP1056968
Number of Individuals Covered21
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 )
Policy contract numberLP1056968
Policy instance 1
Insurance contract or identification numberLP1056968
Number of Individuals Covered28
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 )
Policy contract numberLP1056968
Policy instance 1
Insurance contract or identification numberLP1056968
Number of Individuals Covered30
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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