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NORTH RALEIGH CHRISTIAN ACADEMY, INC. 403(B) PLAN 401k Plan overview

Plan NameNORTH RALEIGH CHRISTIAN ACADEMY, INC. 403(B) PLAN
Plan identification number 005

NORTH RALEIGH CHRISTIAN ACADEMY, INC. 403(B) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.

401k Sponsoring company profile

NORTH RALEIGH CHRISTIAN ACADEMY, INC. has sponsored the creation of one or more 401k plans.

Company Name:NORTH RALEIGH CHRISTIAN ACADEMY, INC.
Employer identification number (EIN):561975907
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NORTH RALEIGH CHRISTIAN ACADEMY, INC. 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0052021-07-01
0052020-07-01
0052019-07-01
0052018-07-01
0052017-07-01RICHARD COREY
0052016-07-01RICHARD COREY
0052015-07-01RICHARD COREY
0052014-07-01
0052013-07-01
0052012-07-01PLAN SPONSOR
0052011-07-01RICHARD H. COREY
0052009-07-01RICHARD COREY
0052009-07-01RICHARD COREY

Plan Statistics for NORTH RALEIGH CHRISTIAN ACADEMY, INC. 403(B) PLAN

401k plan membership statisitcs for NORTH RALEIGH CHRISTIAN ACADEMY, INC. 403(B) PLAN

Measure Date Value
2021: NORTH RALEIGH CHRISTIAN ACADEMY, INC. 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year2021-07-01141
Total number of active participants reported on line 7a of the Form 55002021-07-01129
Number of retired or separated participants receiving benefits2021-07-011
Number of other retired or separated participants entitled to future benefits2021-07-0125
Total of all active and inactive participants2021-07-01155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-010
Total participants2021-07-01155
Number of participants with account balances2021-07-01105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-010
2020: NORTH RALEIGH CHRISTIAN ACADEMY, INC. 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year2020-07-01145
Total number of active participants reported on line 7a of the Form 55002020-07-01119
Number of retired or separated participants receiving benefits2020-07-012
Number of other retired or separated participants entitled to future benefits2020-07-0122
Total of all active and inactive participants2020-07-01143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-010
Total participants2020-07-01143
Number of participants with account balances2020-07-01106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-010
2019: NORTH RALEIGH CHRISTIAN ACADEMY, INC. 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year2019-07-01132
Total number of active participants reported on line 7a of the Form 55002019-07-01107
Number of retired or separated participants receiving benefits2019-07-011
Number of other retired or separated participants entitled to future benefits2019-07-0123
Total of all active and inactive participants2019-07-01131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-010
Total participants2019-07-01131
Number of participants with account balances2019-07-01110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-010
2018: NORTH RALEIGH CHRISTIAN ACADEMY, INC. 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-01129
Total number of active participants reported on line 7a of the Form 55002018-07-01105
Number of retired or separated participants receiving benefits2018-07-011
Number of other retired or separated participants entitled to future benefits2018-07-0125
Total of all active and inactive participants2018-07-01131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-010
Total participants2018-07-01131
Number of participants with account balances2018-07-01108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-010
2017: NORTH RALEIGH CHRISTIAN ACADEMY, INC. 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-01127
Total number of active participants reported on line 7a of the Form 55002017-07-01102
Number of retired or separated participants receiving benefits2017-07-011
Number of other retired or separated participants entitled to future benefits2017-07-0123
Total of all active and inactive participants2017-07-01126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-010
Total participants2017-07-01126
Number of participants with account balances2017-07-01107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-010
2016: NORTH RALEIGH CHRISTIAN ACADEMY, INC. 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-01141
Total number of active participants reported on line 7a of the Form 55002016-07-01106
Number of retired or separated participants receiving benefits2016-07-010
Number of other retired or separated participants entitled to future benefits2016-07-0123
Total of all active and inactive participants2016-07-01129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-010
Total participants2016-07-01129
Number of participants with account balances2016-07-01109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-010
2015: NORTH RALEIGH CHRISTIAN ACADEMY, INC. 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-01186
Total number of active participants reported on line 7a of the Form 55002015-07-01180
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-0124
Total of all active and inactive participants2015-07-01204
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-010
Total participants2015-07-01204
Number of participants with account balances2015-07-01114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-010
2014: NORTH RALEIGH CHRISTIAN ACADEMY, INC. 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-01106
Total number of active participants reported on line 7a of the Form 55002014-07-01105
Number of other retired or separated participants entitled to future benefits2014-07-011
Total of all active and inactive participants2014-07-01106
Total participants2014-07-01106
Number of participants with account balances2014-07-01106
2013: NORTH RALEIGH CHRISTIAN ACADEMY, INC. 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-01132
Total number of active participants reported on line 7a of the Form 55002013-07-01132
Total of all active and inactive participants2013-07-01132
Total participants2013-07-01132
Number of participants with account balances2013-07-01106
2012: NORTH RALEIGH CHRISTIAN ACADEMY, INC. 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-01172
Total number of active participants reported on line 7a of the Form 55002012-07-01129
Number of retired or separated participants receiving benefits2012-07-010
Number of other retired or separated participants entitled to future benefits2012-07-010
Total of all active and inactive participants2012-07-01129
Total participants2012-07-01129
Number of participants with account balances2012-07-0198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-010
2011: NORTH RALEIGH CHRISTIAN ACADEMY, INC. 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-01180
Total number of active participants reported on line 7a of the Form 55002011-07-01172
Number of retired or separated participants receiving benefits2011-07-010
Number of other retired or separated participants entitled to future benefits2011-07-010
Total of all active and inactive participants2011-07-01172
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-010
Total participants2011-07-01172
Number of participants with account balances2011-07-0190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-010
2009: NORTH RALEIGH CHRISTIAN ACADEMY, INC. 403(B) PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-010
Total number of active participants reported on line 7a of the Form 55002009-07-01159
Number of retired or separated participants receiving benefits2009-07-010
Number of other retired or separated participants entitled to future benefits2009-07-010
Total of all active and inactive participants2009-07-01159
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-010
Total participants2009-07-01159
Number of participants with account balances2009-07-0181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-010

Financial Data on NORTH RALEIGH CHRISTIAN ACADEMY, INC. 403(B) PLAN

Measure Date Value
2023 : NORTH RALEIGH CHRISTIAN ACADEMY, INC. 403(B) PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-06-30$0
Total income from all sources (including contributions)2023-06-30$1,625,286
Total loss/gain on sale of assets2023-06-30$0
Total of all expenses incurred2023-06-30$966,574
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-06-30$921,749
Value of total corrective distributions2023-06-30$6,043
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-06-30$783,287
Value of total assets at end of year2023-06-30$10,422,329
Value of total assets at beginning of year2023-06-30$9,763,617
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-06-30$38,782
Total interest from all sources2023-06-30$702
Total dividends received (eg from common stock, registered investment company shares)2023-06-30$401,231
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2023-06-30$401,231
Was this plan covered by a fidelity bond2023-06-30Yes
Value of fidelity bond cover2023-06-30$600,000
If this is an individual account plan, was there a blackout period2023-06-30No
Were there any nonexempt tranactions with any party-in-interest2023-06-30No
Contributions received from participants2023-06-30$458,414
Participant contributions at end of year2023-06-30$30,128
Participant contributions at beginning of year2023-06-30$5,833
Participant contributions at end of year2023-06-30$0
Participant contributions at beginning of year2023-06-30$41,753
Income. Received or receivable in cash from other sources (including rollovers)2023-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-06-30No
Value of net income/loss2023-06-30$658,712
Value of net assets at end of year (total assets less liabilities)2023-06-30$10,422,329
Value of net assets at beginning of year (total assets less liabilities)2023-06-30$9,763,617
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2023-06-30No
Were any leases to which the plan was party in default or uncollectible2023-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-06-30$8,545,964
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-06-30$7,758,973
Interest on participant loans2023-06-30$702
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-06-30$1,846,237
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-06-30$1,927,440
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-06-30$440,066
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-06-30No
Was there a failure to transmit to the plan any participant contributions2023-06-30No
Has the plan failed to provide any benefit when due under the plan2023-06-30No
Contributions received in cash from employer2023-06-30$324,873
Employer contributions (assets) at end of year2023-06-30$0
Employer contributions (assets) at beginning of year2023-06-30$29,618
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-06-30$921,749
Contract administrator fees2023-06-30$38,782
Did the plan have assets held for investment2023-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-06-30No
Opinion of an independent qualified public accountant for this plan2023-06-30Unqualified
Accountancy firm name2023-06-30THOMAS, JUDY & TUCKER
Accountancy firm EIN2023-06-30561965804
2022 : NORTH RALEIGH CHRISTIAN ACADEMY, INC. 403(B) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total income from all sources (including contributions)2022-06-30$-303,929
Total loss/gain on sale of assets2022-06-30$0
Total of all expenses incurred2022-06-30$1,249,966
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$1,190,233
Value of total corrective distributions2022-06-30$4,490
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$893,501
Value of total assets at end of year2022-06-30$9,763,617
Value of total assets at beginning of year2022-06-30$11,317,512
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$55,243
Total interest from all sources2022-06-30$347
Total dividends received (eg from common stock, registered investment company shares)2022-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30No
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$600,000
If this is an individual account plan, was there a blackout period2022-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2022-06-30$0
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Contributions received from participants2022-06-30$495,155
Participant contributions at end of year2022-06-30$5,833
Participant contributions at beginning of year2022-06-30$11,924
Participant contributions at end of year2022-06-30$41,753
Participant contributions at beginning of year2022-06-30$45,637
Income. Received or receivable in cash from other sources (including rollovers)2022-06-30$52,394
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$-1,553,895
Value of net assets at end of year (total assets less liabilities)2022-06-30$9,763,617
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$11,317,512
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30No
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-06-30$7,758,973
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-06-30$9,219,838
Interest on participant loans2022-06-30$347
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-06-30$1,927,440
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-06-30$2,010,036
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-06-30$-1,197,777
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30No
Was there a failure to transmit to the plan any participant contributions2022-06-30No
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Contributions received in cash from employer2022-06-30$345,952
Employer contributions (assets) at end of year2022-06-30$29,618
Employer contributions (assets) at beginning of year2022-06-30$30,077
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$1,190,233
Contract administrator fees2022-06-30$55,243
Did the plan have assets held for investment2022-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-30No
Opinion of an independent qualified public accountant for this plan2022-06-30Unqualified
Accountancy firm name2022-06-30THOMAS, JUDY & TUCKER
Accountancy firm EIN2022-06-30561965804
2021 : NORTH RALEIGH CHRISTIAN ACADEMY, INC. 403(B) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total income from all sources (including contributions)2021-06-30$2,680,766
Total loss/gain on sale of assets2021-06-30$0
Total of all expenses incurred2021-06-30$679,319
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$618,195
Value of total corrective distributions2021-06-30$6,794
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$827,815
Value of total assets at end of year2021-06-30$11,317,512
Value of total assets at beginning of year2021-06-30$9,316,065
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$54,330
Total interest from all sources2021-06-30$670
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$600,000
If this is an individual account plan, was there a blackout period2021-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-06-30$0
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Contributions received from participants2021-06-30$487,479
Participant contributions at end of year2021-06-30$11,924
Participant contributions at beginning of year2021-06-30$20,655
Participant contributions at end of year2021-06-30$45,637
Participant contributions at beginning of year2021-06-30$43,878
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$2,001,447
Value of net assets at end of year (total assets less liabilities)2021-06-30$11,317,512
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$9,316,065
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-06-30$9,219,838
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-06-30$8,260,811
Interest on participant loans2021-06-30$670
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-06-30$2,010,036
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-06-30$958,109
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-06-30$1,852,281
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30No
Was there a failure to transmit to the plan any participant contributions2021-06-30No
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Contributions received in cash from employer2021-06-30$340,336
Employer contributions (assets) at end of year2021-06-30$30,077
Employer contributions (assets) at beginning of year2021-06-30$32,612
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$618,195
Contract administrator fees2021-06-30$54,330
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Opinion of an independent qualified public accountant for this plan2021-06-30Disclaimer
Accountancy firm name2021-06-30THOMAS, JUDY & TUCKER
Accountancy firm EIN2021-06-30561965804
2020 : NORTH RALEIGH CHRISTIAN ACADEMY, INC. 403(B) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total income from all sources (including contributions)2020-06-30$1,181,555
Total loss/gain on sale of assets2020-06-30$0
Total of all expenses incurred2020-06-30$255,363
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$182,501
Value of total corrective distributions2020-06-30$8,290
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$864,816
Value of total assets at end of year2020-06-30$9,316,065
Value of total assets at beginning of year2020-06-30$8,389,873
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$64,572
Total interest from all sources2020-06-30$1,436
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$600,000
If this is an individual account plan, was there a blackout period2020-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-06-30$0
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Contributions received from participants2020-06-30$494,588
Participant contributions at end of year2020-06-30$20,655
Participant contributions at beginning of year2020-06-30$41,331
Participant contributions at end of year2020-06-30$43,878
Participant contributions at beginning of year2020-06-30$40,146
Income. Received or receivable in cash from other sources (including rollovers)2020-06-30$90
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$926,192
Value of net assets at end of year (total assets less liabilities)2020-06-30$9,316,065
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$8,389,873
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-06-30$8,260,811
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$7,381,858
Interest on participant loans2020-06-30$1,436
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-06-30$958,109
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-06-30$895,310
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-06-30$315,303
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30No
Was there a failure to transmit to the plan any participant contributions2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Contributions received in cash from employer2020-06-30$370,138
Employer contributions (assets) at end of year2020-06-30$32,612
Employer contributions (assets) at beginning of year2020-06-30$31,228
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$182,501
Contract administrator fees2020-06-30$64,572
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30Yes
Opinion of an independent qualified public accountant for this plan2020-06-30Disclaimer
Accountancy firm name2020-06-30THOMAS, JUDY & TUCKER
Accountancy firm EIN2020-06-30561965804
2019 : NORTH RALEIGH CHRISTIAN ACADEMY, INC. 403(B) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total income from all sources (including contributions)2019-06-30$1,216,007
Total loss/gain on sale of assets2019-06-30$0
Total of all expenses incurred2019-06-30$136,075
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$65,683
Value of total corrective distributions2019-06-30$8,392
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$793,500
Value of total assets at end of year2019-06-30$8,389,873
Value of total assets at beginning of year2019-06-30$7,309,941
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$62,000
Total interest from all sources2019-06-30$2,351
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$600,000
If this is an individual account plan, was there a blackout period2019-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-06-30$0
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Contributions received from participants2019-06-30$436,940
Participant contributions at end of year2019-06-30$41,331
Participant contributions at beginning of year2019-06-30$61,333
Participant contributions at end of year2019-06-30$40,146
Participant contributions at beginning of year2019-06-30$34,722
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$1,079,932
Value of net assets at end of year (total assets less liabilities)2019-06-30$8,389,873
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$7,309,941
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-06-30$7,381,858
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$6,379,554
Interest on participant loans2019-06-30$2,351
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-06-30$895,310
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-06-30$805,419
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-06-30$420,156
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30No
Was there a failure to transmit to the plan any participant contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Contributions received in cash from employer2019-06-30$356,560
Employer contributions (assets) at end of year2019-06-30$31,228
Employer contributions (assets) at beginning of year2019-06-30$28,913
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$65,683
Contract administrator fees2019-06-30$62,000
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-06-30No
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30Yes
Opinion of an independent qualified public accountant for this plan2019-06-30Disclaimer
Accountancy firm name2019-06-30THOMAS, JUDY & TUCKER
Accountancy firm EIN2019-06-30561965804
2018 : NORTH RALEIGH CHRISTIAN ACADEMY, INC. 403(B) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total income from all sources (including contributions)2018-06-30$1,182,920
Total loss/gain on sale of assets2018-06-30$0
Total of all expenses incurred2018-06-30$139,930
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$80,645
Value of total corrective distributions2018-06-30$4,092
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$720,177
Value of total assets at end of year2018-06-30$7,309,941
Value of total assets at beginning of year2018-06-30$6,266,951
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$55,193
Total interest from all sources2018-06-30$3,225
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$600,000
If this is an individual account plan, was there a blackout period2018-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-06-30$0
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Contributions received from participants2018-06-30$390,321
Participant contributions at end of year2018-06-30$61,333
Participant contributions at beginning of year2018-06-30$85,260
Participant contributions at end of year2018-06-30$34,722
Participant contributions at beginning of year2018-06-30$32,860
Income. Received or receivable in cash from other sources (including rollovers)2018-06-30$14
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$1,042,990
Value of net assets at end of year (total assets less liabilities)2018-06-30$7,309,941
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$6,266,951
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-06-30$6,379,554
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$5,414,212
Income. Interest from loans (other than to participants)2018-06-30$3,225
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-06-30$805,419
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-06-30$706,775
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-06-30$459,518
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30No
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Contributions received in cash from employer2018-06-30$329,842
Employer contributions (assets) at end of year2018-06-30$28,913
Employer contributions (assets) at beginning of year2018-06-30$27,844
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$80,645
Contract administrator fees2018-06-30$55,193
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-06-30No
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30Yes
Opinion of an independent qualified public accountant for this plan2018-06-30Disclaimer
Accountancy firm name2018-06-30THOMAS, JUDY & TUCKER
Accountancy firm EIN2018-06-30561965804
2017 : NORTH RALEIGH CHRISTIAN ACADEMY, INC. 403(B) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total income from all sources (including contributions)2017-06-30$1,232,207
Total loss/gain on sale of assets2017-06-30$0
Total of all expenses incurred2017-06-30$517,348
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$481,454
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$685,832
Value of total assets at end of year2017-06-30$6,266,951
Value of total assets at beginning of year2017-06-30$5,552,092
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$35,894
Total interest from all sources2017-06-30$20,407
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$600,000
If this is an individual account plan, was there a blackout period2017-06-30No
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Contributions received from participants2017-06-30$372,192
Participant contributions at end of year2017-06-30$85,260
Participant contributions at beginning of year2017-06-30$30,344
Participant contributions at end of year2017-06-30$32,860
Participant contributions at beginning of year2017-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-06-30$0
Other income not declared elsewhere2017-06-30$525,968
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$714,859
Value of net assets at end of year (total assets less liabilities)2017-06-30$6,266,951
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$5,552,092
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-06-30$5,414,212
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$4,667,959
Value of interest in pooled separate accounts at end of year2017-06-30$0
Value of interest in pooled separate accounts at beginning of year2017-06-30$0
Interest on participant loans2017-06-30$2,989
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-06-30$17,418
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-06-30$706,775
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-06-30$853,789
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30No
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$313,640
Employer contributions (assets) at end of year2017-06-30$27,844
Employer contributions (assets) at beginning of year2017-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$481,454
Contract administrator fees2017-06-30$35,894
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-06-30No
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30Yes
Opinion of an independent qualified public accountant for this plan2017-06-30Disclaimer
Accountancy firm name2017-06-30THOMAS, JUDY & TUCKER
Accountancy firm EIN2017-06-30561965804
2016 : NORTH RALEIGH CHRISTIAN ACADEMY, INC. 403(B) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-06-30$0
Total transfer of assets to this plan2016-06-30$996,956
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total income from all sources (including contributions)2016-06-30$715,620
Total loss/gain on sale of assets2016-06-30$0
Total of all expenses incurred2016-06-30$223,579
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$212,049
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$715,899
Value of total assets at end of year2016-06-30$5,552,092
Value of total assets at beginning of year2016-06-30$4,063,095
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$11,530
Total interest from all sources2016-06-30$833
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$600,000
If this is an individual account plan, was there a blackout period2016-06-30Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-06-30$0
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Contributions received from participants2016-06-30$381,265
Participant contributions at end of year2016-06-30$30,344
Participant contributions at beginning of year2016-06-30$11,687
Income. Received or receivable in cash from other sources (including rollovers)2016-06-30$26,319
Other income not declared elsewhere2016-06-30$-3,477
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$492,041
Value of net assets at end of year (total assets less liabilities)2016-06-30$5,552,092
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$4,063,095
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$4,667,959
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$1,237,630
Value of interest in pooled separate accounts at end of year2016-06-30$0
Value of interest in pooled separate accounts at beginning of year2016-06-30$2,284,403
Interest on participant loans2016-06-30$833
Income. Interest from loans (other than to participants)2016-06-30$0
Interest earned on other investments2016-06-30$0
Income. Interest from US Government securities2016-06-30$0
Income. Interest from corporate debt instruments2016-06-30$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-06-30$853,789
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-06-30$529,375
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-06-30$2,365
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30No
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$308,315
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$212,049
Contract administrator fees2016-06-30$11,530
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-06-30Yes
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30Yes
Opinion of an independent qualified public accountant for this plan2016-06-30Disclaimer
Accountancy firm name2016-06-30THOMAS, JUDY & TUCKER
Accountancy firm EIN2016-06-30561965804
2015 : NORTH RALEIGH CHRISTIAN ACADEMY, INC. 403(B) PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-06-30$9,153
Total unrealized appreciation/depreciation of assets2015-06-30$9,153
Total transfer of assets to this plan2015-06-30$20,861
Total income from all sources (including contributions)2015-06-30$680,999
Total of all expenses incurred2015-06-30$190,787
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$180,478
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$602,678
Value of total assets at end of year2015-06-30$4,063,095
Value of total assets at beginning of year2015-06-30$3,552,022
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$10,309
Total interest from all sources2015-06-30$69,168
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$500,000
If this is an individual account plan, was there a blackout period2015-06-30No
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Contributions received from participants2015-06-30$333,213
Participant contributions at end of year2015-06-30$11,687
Participant contributions at beginning of year2015-06-30$14,338
Administrative expenses (other) incurred2015-06-30$9,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$490,212
Value of net assets at end of year (total assets less liabilities)2015-06-30$4,063,095
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$3,552,022
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Investment advisory and management fees2015-06-30$1,309
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-06-30$1,237,630
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$747,742
Value of interest in pooled separate accounts at end of year2015-06-30$2,284,403
Value of interest in pooled separate accounts at beginning of year2015-06-30$2,257,262
Interest on participant loans2015-06-30$531
Interest earned on other investments2015-06-30$68,637
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-06-30$529,375
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-06-30$532,680
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30No
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$269,465
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$180,478
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-06-30No
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30No
Opinion of an independent qualified public accountant for this plan2015-06-30Unqualified
Accountancy firm name2015-06-30THOMAS, JUDY & TUCKER PA
Accountancy firm EIN2015-06-30561965804
2014 : NORTH RALEIGH CHRISTIAN ACADEMY, INC. 403(B) PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-06-30$342,119
Total unrealized appreciation/depreciation of assets2014-06-30$342,119
Total transfer of assets to this plan2014-06-30$361,753
Total income from all sources (including contributions)2014-06-30$1,005,432
Total of all expenses incurred2014-06-30$134,329
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$121,638
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$639,006
Value of total assets at end of year2014-06-30$3,552,022
Value of total assets at beginning of year2014-06-30$2,319,166
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$12,691
Total interest from all sources2014-06-30$24,307
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$250,000
If this is an individual account plan, was there a blackout period2014-06-30No
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Contributions received from participants2014-06-30$370,029
Participant contributions at end of year2014-06-30$14,338
Participant contributions at beginning of year2014-06-30$16,870
Administrative expenses (other) incurred2014-06-30$7,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$871,103
Value of net assets at end of year (total assets less liabilities)2014-06-30$3,552,022
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$2,319,166
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Investment advisory and management fees2014-06-30$5,691
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-06-30$747,742
Value of interest in pooled separate accounts at end of year2014-06-30$2,257,262
Value of interest in pooled separate accounts at beginning of year2014-06-30$1,774,473
Interest on participant loans2014-06-30$647
Interest earned on other investments2014-06-30$23,660
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-06-30$532,680
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-06-30$527,823
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30No
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Contributions received in cash from employer2014-06-30$268,977
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$121,638
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-06-30No
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30Yes
Opinion of an independent qualified public accountant for this plan2014-06-30Disclaimer
Accountancy firm name2014-06-30THOMAS, JUDY & TUCKER PA
Accountancy firm EIN2014-06-30561965804
2013 : NORTH RALEIGH CHRISTIAN ACADEMY, INC. 403(B) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total income from all sources (including contributions)2013-06-30$777,285
Total loss/gain on sale of assets2013-06-30$0
Total of all expenses incurred2013-06-30$56,972
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$56,609
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$594,272
Value of total assets at end of year2013-06-30$2,319,166
Value of total assets at beginning of year2013-06-30$1,598,853
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$363
Total interest from all sources2013-06-30$13,297
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$175,000
If this is an individual account plan, was there a blackout period2013-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-06-30$0
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Contributions received from participants2013-06-30$337,553
Participant contributions at end of year2013-06-30$16,870
Participant contributions at beginning of year2013-06-30$11,132
Assets. Other investments not covered elsewhere at end of year2013-06-30$1,774,473
Assets. Other investments not covered elsewhere at beginning of year2013-06-30$1,279,527
Other income not declared elsewhere2013-06-30$169,716
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$720,313
Value of net assets at end of year (total assets less liabilities)2013-06-30$2,319,166
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$1,598,853
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Interest on participant loans2013-06-30$392
Interest earned on other investments2013-06-30$12,905
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-06-30$527,823
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-06-30$308,194
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30No
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$256,719
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$56,609
Contract administrator fees2013-06-30$363
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30Yes
Opinion of an independent qualified public accountant for this plan2013-06-30Disclaimer
Accountancy firm name2013-06-30THOMAS, JUDY AND TUCKER, P.A.
Accountancy firm EIN2013-06-30561965804
2012 : NORTH RALEIGH CHRISTIAN ACADEMY, INC. 403(B) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total income from all sources (including contributions)2012-06-30$615,990
Total loss/gain on sale of assets2012-06-30$0
Total of all expenses incurred2012-06-30$7,084
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$6,871
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$588,574
Value of total assets at end of year2012-06-30$1,598,853
Value of total assets at beginning of year2012-06-30$989,947
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$213
Total interest from all sources2012-06-30$7,819
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$100,000
If this is an individual account plan, was there a blackout period2012-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-06-30$0
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Contributions received from participants2012-06-30$339,951
Participant contributions at end of year2012-06-30$11,132
Participant contributions at beginning of year2012-06-30$6,000
Assets. Other investments not covered elsewhere at end of year2012-06-30$1,279,527
Assets. Other investments not covered elsewhere at beginning of year2012-06-30$838,625
Other income not declared elsewhere2012-06-30$19,597
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$608,906
Value of net assets at end of year (total assets less liabilities)2012-06-30$1,598,853
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$989,947
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Investment advisory and management fees2012-06-30$0
Interest on participant loans2012-06-30$332
Interest earned on other investments2012-06-30$7,487
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-06-30$308,194
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-06-30$145,322
Net investment gain/loss from pooled separate accounts2012-06-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30No
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$248,623
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$6,871
Contract administrator fees2012-06-30$213
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30Yes
Opinion of an independent qualified public accountant for this plan2012-06-30Disclaimer
Accountancy firm name2012-06-30THOMAS, JUDY AND TUCKER, P.A.
Accountancy firm EIN2012-06-30561965804
2011 : NORTH RALEIGH CHRISTIAN ACADEMY, INC. 403(B) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total income from all sources (including contributions)2011-06-30$682,072
Total loss/gain on sale of assets2011-06-30$0
Total of all expenses incurred2011-06-30$240
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$586,600
Value of total assets at end of year2011-06-30$989,947
Value of total assets at beginning of year2011-06-30$308,115
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$240
Total interest from all sources2011-06-30$2,245
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$50,000
If this is an individual account plan, was there a blackout period2011-06-30No
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Contributions received from participants2011-06-30$353,607
Participant contributions at end of year2011-06-30$6,000
Assets. Other investments not covered elsewhere at end of year2011-06-30$838,625
Assets. Other investments not covered elsewhere at beginning of year2011-06-30$306,247
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-06-30$0
Other income not declared elsewhere2011-06-30$93,227
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$681,832
Value of net assets at end of year (total assets less liabilities)2011-06-30$989,947
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$308,115
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Interest on participant loans2011-06-30$29
Interest earned on other investments2011-06-30$2,216
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-06-30$145,322
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-06-30$1,868
Net investment gain/loss from pooled separate accounts2011-06-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30No
Was there a failure to transmit to the plan any participant contributions2011-06-30Yes
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$232,993
Contract administrator fees2011-06-30$240
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-06-30No
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30Yes
Opinion of an independent qualified public accountant for this plan2011-06-30Disclaimer
Accountancy firm name2011-06-30FURR & NEWELL, LLP
Accountancy firm EIN2011-06-30453676324

Form 5500 Responses for NORTH RALEIGH CHRISTIAN ACADEMY, INC. 403(B) PLAN

2021: NORTH RALEIGH CHRISTIAN ACADEMY, INC. 403(B) PLAN 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Submission has been amendedNo
2021-07-01This submission is the final filingNo
2021-07-01This return/report is a short plan year return/report (less than 12 months)No
2021-07-01Plan is a collectively bargained planNo
2021-07-01Plan funding arrangement – InsuranceYes
2021-07-01Plan benefit arrangement – InsuranceYes
2020: NORTH RALEIGH CHRISTIAN ACADEMY, INC. 403(B) PLAN 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Submission has been amendedNo
2020-07-01This submission is the final filingNo
2020-07-01This return/report is a short plan year return/report (less than 12 months)No
2020-07-01Plan is a collectively bargained planNo
2020-07-01Plan funding arrangement – InsuranceYes
2020-07-01Plan benefit arrangement – InsuranceYes
2019: NORTH RALEIGH CHRISTIAN ACADEMY, INC. 403(B) PLAN 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Submission has been amendedNo
2019-07-01This submission is the final filingNo
2019-07-01This return/report is a short plan year return/report (less than 12 months)No
2019-07-01Plan is a collectively bargained planNo
2019-07-01Plan funding arrangement – InsuranceYes
2019-07-01Plan benefit arrangement – InsuranceYes
2018: NORTH RALEIGH CHRISTIAN ACADEMY, INC. 403(B) PLAN 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Submission has been amendedNo
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planNo
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan benefit arrangement – InsuranceYes
2017: NORTH RALEIGH CHRISTIAN ACADEMY, INC. 403(B) PLAN 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Submission has been amendedNo
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planNo
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan benefit arrangement – InsuranceYes
2016: NORTH RALEIGH CHRISTIAN ACADEMY, INC. 403(B) PLAN 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan benefit arrangement – InsuranceYes
2015: NORTH RALEIGH CHRISTIAN ACADEMY, INC. 403(B) PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan benefit arrangement – InsuranceYes
2014: NORTH RALEIGH CHRISTIAN ACADEMY, INC. 403(B) PLAN 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan benefit arrangement – InsuranceYes
2013: NORTH RALEIGH CHRISTIAN ACADEMY, INC. 403(B) PLAN 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan benefit arrangement – InsuranceYes
2012: NORTH RALEIGH CHRISTIAN ACADEMY, INC. 403(B) PLAN 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedYes
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan benefit arrangement – InsuranceYes
2011: NORTH RALEIGH CHRISTIAN ACADEMY, INC. 403(B) PLAN 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan benefit arrangement – InsuranceYes
2009: NORTH RALEIGH CHRISTIAN ACADEMY, INC. 403(B) PLAN 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedNo
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – InsuranceYes
2009-07-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 62039-1
Policy instance 1
Insurance contract or identification numberMR 62039-1
Number of Individuals Covered100
Insurance policy start date2022-07-01
Insurance policy end date2023-06-30
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 numberMR 62039-1
Policy instance 1
Insurance contract or identification numberMR 62039-1
Number of Individuals Covered100
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
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 numberMR 62039-1
Policy instance 1
Insurance contract or identification numberMR 62039-1
Number of Individuals Covered91
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
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 numberMR 62039-1
Policy instance 1
Insurance contract or identification numberMR 62039-1
Number of Individuals Covered109
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
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 numberMR 62039-1
Policy instance 1
Insurance contract or identification numberMR 62039-1
Number of Individuals Covered107
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
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 numberMR 62039-1
Policy instance 1
Insurance contract or identification numberMR 62039-1
Number of Individuals Covered106
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
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 numberMR 62039-1
Policy instance 1
Insurance contract or identification numberMR 62039-1
Number of Individuals Covered135
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
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
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number839793
Policy instance 1
Insurance contract or identification number839793
Number of Individuals Covered97
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Total amount of commissions paid to insurance brokerUSD $515
Total amount of fees paid to insurance companyUSD $0
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 contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $515
Insurance broker organization code?3
Insurance broker nameMETLIFE SECURITIES INC.
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number839793
Policy instance 1
Insurance contract or identification number839793
Number of Individuals Covered14
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $1,996
Total amount of fees paid to insurance companyUSD $0
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 contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,996
Insurance broker organization code?3
Insurance broker nameMETLIFE SECURITIES INC.
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number839793
Policy instance 1
Insurance contract or identification number839793
Number of Individuals Covered14
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $23,524
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $23,524
Insurance broker organization code?3
Insurance broker nameMETLIFE SECURITIES INC.
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number839793
Policy instance 1
Insurance contract or identification number839793
Number of Individuals Covered90
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Total amount of commissions paid to insurance brokerUSD $26,328
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
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number839793
Policy instance 1
Insurance contract or identification number839793
Number of Individuals Covered84
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
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

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