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EVERYAGE 403(B) RETIREMENT PLAN 401k Plan overview

Plan NameEVERYAGE 403(B) RETIREMENT PLAN
Plan identification number 001

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

401k Sponsoring company profile

EVERYAGE has sponsored the creation of one or more 401k plans.

Company Name:EVERYAGE
Employer identification number (EIN):566056582
NAIC Classification:623000
NAIC Description: Nursing and Residential Care Facilities

Additional information about EVERYAGE

Jurisdiction of Incorporation: Virginia Secretary of State
Incorporation Date: 1999-07-16
Company Identification Number: F127829
Legal Registered Office Address: 100 ANNA GOODE WAY

SUFFOLK
United States of America (USA)
23434

More information about EVERYAGE

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EVERYAGE 403(B) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01CATHY COOPER
0012016-01-01CATHY COOPER
0012015-01-01CATHY COOPER
0012014-01-01LEE SYRIA
0012013-01-01LEE SYRIA
0012012-01-01LEE SYRIA
0012011-01-01LEE SYRIA
0012010-01-01LEE SYRIA
0012009-01-01LEE SYRIA

Plan Statistics for EVERYAGE 403(B) RETIREMENT PLAN

401k plan membership statisitcs for EVERYAGE 403(B) RETIREMENT PLAN

Measure Date Value
2022: EVERYAGE 403(B) RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,229
Total number of active participants reported on line 7a of the Form 55002022-01-01975
Number of retired or separated participants receiving benefits2022-01-011
Number of other retired or separated participants entitled to future benefits2022-01-01416
Total of all active and inactive participants2022-01-011,392
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-012
Total participants2022-01-011,394
Number of participants with account balances2022-01-011,273
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0161
2021: EVERYAGE 403(B) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,345
Total number of active participants reported on line 7a of the Form 55002021-01-01900
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01298
Total of all active and inactive participants2021-01-011,198
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-011,199
Number of participants with account balances2021-01-011,061
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0196
2020: EVERYAGE 403(B) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,235
Total number of active participants reported on line 7a of the Form 55002020-01-01929
Number of retired or separated participants receiving benefits2020-01-011
Number of other retired or separated participants entitled to future benefits2020-01-01301
Total of all active and inactive participants2020-01-011,231
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-011,232
Number of participants with account balances2020-01-011,039
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0172
2019: EVERYAGE 403(B) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,251
Total number of active participants reported on line 7a of the Form 55002019-01-011,022
Number of retired or separated participants receiving benefits2019-01-017
Number of other retired or separated participants entitled to future benefits2019-01-01192
Total of all active and inactive participants2019-01-011,221
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0113
Total participants2019-01-011,234
Number of participants with account balances2019-01-01998
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0140
2018: EVERYAGE 403(B) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,132
Total number of active participants reported on line 7a of the Form 55002018-01-01982
Number of retired or separated participants receiving benefits2018-01-0111
Number of other retired or separated participants entitled to future benefits2018-01-01247
Total of all active and inactive participants2018-01-011,240
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0111
Total participants2018-01-011,251
Number of participants with account balances2018-01-01926
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0153
2017: EVERYAGE 403(B) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,403
Number of retired or separated participants receiving benefits2017-01-018
Number of other retired or separated participants entitled to future benefits2017-01-01239
Total of all active and inactive participants2017-01-01247
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0112
Total participants2017-01-01259
Number of participants with account balances2017-01-01875
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-014
2016: EVERYAGE 403(B) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,056
Total number of active participants reported on line 7a of the Form 55002016-01-01973
Number of retired or separated participants receiving benefits2016-01-017
Number of other retired or separated participants entitled to future benefits2016-01-01410
Total of all active and inactive participants2016-01-011,390
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0113
Total participants2016-01-011,403
Number of participants with account balances2016-01-01854
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0114
2015: EVERYAGE 403(B) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01980
Total number of active participants reported on line 7a of the Form 55002015-01-01736
Number of retired or separated participants receiving benefits2015-01-018
Number of other retired or separated participants entitled to future benefits2015-01-01301
Total of all active and inactive participants2015-01-011,045
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0111
Total participants2015-01-011,056
Number of participants with account balances2015-01-01580
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-017
2014: EVERYAGE 403(B) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01570
Total number of active participants reported on line 7a of the Form 55002014-01-01701
Number of retired or separated participants receiving benefits2014-01-0110
Number of other retired or separated participants entitled to future benefits2014-01-01258
Total of all active and inactive participants2014-01-01969
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0111
Total participants2014-01-01980
Number of participants with account balances2014-01-01557
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-011
2013: EVERYAGE 403(B) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01907
Total number of active participants reported on line 7a of the Form 55002013-01-01277
Number of retired or separated participants receiving benefits2013-01-0111
Number of other retired or separated participants entitled to future benefits2013-01-01272
Total of all active and inactive participants2013-01-01560
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0110
Total participants2013-01-01570
Number of participants with account balances2013-01-01570
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-013
2012: EVERYAGE 403(B) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01851
Total number of active participants reported on line 7a of the Form 55002012-01-01615
Number of retired or separated participants receiving benefits2012-01-015
Number of other retired or separated participants entitled to future benefits2012-01-01277
Total of all active and inactive participants2012-01-01897
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0110
Total participants2012-01-01907
Number of participants with account balances2012-01-01561
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-013
2011: EVERYAGE 403(B) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01866
Total number of active participants reported on line 7a of the Form 55002011-01-01541
Number of retired or separated participants receiving benefits2011-01-0111
Number of other retired or separated participants entitled to future benefits2011-01-01290
Total of all active and inactive participants2011-01-01842
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-019
Total participants2011-01-01851
Number of participants with account balances2011-01-01568
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-017
2010: EVERYAGE 403(B) RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01584
Total number of active participants reported on line 7a of the Form 55002010-01-01548
Number of retired or separated participants receiving benefits2010-01-017
Number of other retired or separated participants entitled to future benefits2010-01-01302
Total of all active and inactive participants2010-01-01857
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-019
Total participants2010-01-01866
Number of participants with account balances2010-01-01574
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0114
2009: EVERYAGE 403(B) RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01566
Total number of active participants reported on line 7a of the Form 55002009-01-01259
Number of retired or separated participants receiving benefits2009-01-014
Number of other retired or separated participants entitled to future benefits2009-01-01314
Total of all active and inactive participants2009-01-01577
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-017
Total participants2009-01-01584
Number of participants with account balances2009-01-01573
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-017

Financial Data on EVERYAGE 403(B) RETIREMENT PLAN

Measure Date Value
2022 : EVERYAGE 403(B) RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-527,176
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,895,676
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,771,145
Expenses. Certain deemed distributions of participant loans2022-12-31$2,548
Value of total corrective distributions2022-12-31$11,352
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,348,551
Value of total assets at end of year2022-12-31$16,821,448
Value of total assets at beginning of year2022-12-31$19,244,300
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$110,631
Total interest from all sources2022-12-31$18,638
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$278,971
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$278,971
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,482,292
Participant contributions at end of year2022-12-31$275,153
Participant contributions at beginning of year2022-12-31$274,811
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$137,853
Other income not declared elsewhere2022-12-31$5,760
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-2,422,852
Value of net assets at end of year (total assets less liabilities)2022-12-31$16,821,448
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$19,244,300
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$16,016,738
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$18,470,934
Interest on participant loans2022-12-31$10,835
Interest earned on other investments2022-12-31$7,803
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$529,557
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$485,126
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-3,179,096
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$728,406
Employer contributions (assets) at beginning of year2022-12-31$13,429
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,771,145
Contract administrator fees2022-12-31$110,631
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2022-12-31410746749
2021 : EVERYAGE 403(B) RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$4,951,665
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$3,974,403
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$3,794,493
Expenses. Certain deemed distributions of participant loans2021-12-31$1,874
Value of total corrective distributions2021-12-31$44,377
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,430,933
Value of total assets at end of year2021-12-31$19,244,300
Value of total assets at beginning of year2021-12-31$18,267,038
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$133,659
Total interest from all sources2021-12-31$17,209
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$220,702
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$220,702
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,299,776
Participant contributions at end of year2021-12-31$274,811
Participant contributions at beginning of year2021-12-31$194,785
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$437,511
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$2,756
Other income not declared elsewhere2021-12-31$265
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$977,262
Value of net assets at end of year (total assets less liabilities)2021-12-31$19,244,300
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$18,267,038
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$18,470,934
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$17,590,049
Interest on participant loans2021-12-31$9,670
Interest earned on other investments2021-12-31$7,539
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$485,126
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$482,204
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$2,282,556
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$693,646
Employer contributions (assets) at end of year2021-12-31$13,429
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$3,791,737
Contract administrator fees2021-12-31$133,659
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31BERNARD ROBINSON AND COMPANY, LLC
Accountancy firm EIN2021-12-31560571159
2020 : EVERYAGE 403(B) RETIREMENT PLAN 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets2020-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$0
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Expenses. Interest paid2020-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022020-12-31$0
Total income from all sources (including contributions)2020-12-31$4,451,234
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$2,039,035
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,886,339
Expenses. Certain deemed distributions of participant loans2020-12-31$23,605
Value of total corrective distributions2020-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,023,029
Value of total assets at end of year2020-12-31$18,267,038
Value of total assets at beginning of year2020-12-31$15,854,839
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$129,091
Total income from rents2020-12-31$0
Total interest from all sources2020-12-31$7,048
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$265,959
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$265,959
Administrative expenses professional fees incurred2020-12-31$0
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Amount of non-exempt transactions with any party-in-interest2020-12-31$0
Contributions received from participants2020-12-31$1,161,896
Participant contributions at end of year2020-12-31$194,785
Participant contributions at beginning of year2020-12-31$84,523
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$215,252
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$703
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$0
Other income not declared elsewhere2020-12-31$-7,095
Administrative expenses (other) incurred2020-12-31$0
Liabilities. Value of operating payables at beginning of year2020-12-31$0
Total non interest bearing cash at end of year2020-12-31$0
Total non interest bearing cash at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Income. Non cash contributions2020-12-31$0
Value of net income/loss2020-12-31$2,412,199
Value of net assets at end of year (total assets less liabilities)2020-12-31$18,267,038
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$15,854,839
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2020-12-31$0
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2020-12-31$0
Investment advisory and management fees2020-12-31$7,500
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$17,590,049
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$15,426,037
Interest on participant loans2020-12-31$2,973
Income. Interest from loans (other than to participants)2020-12-31$0
Interest earned on other investments2020-12-31$4,075
Income. Interest from US Government securities2020-12-31$0
Income. Interest from corporate debt instruments2020-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$482,204
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$343,576
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$2,162,293
Net investment gain/loss from pooled separate accounts2020-12-31$0
Net investment gain or loss from common/collective trusts2020-12-31$0
Net gain/loss from 103.12 investment entities2020-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$645,881
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$0
Income. Dividends from preferred stock2020-12-31$0
Income. Dividends from common stock2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,886,339
Contract administrator fees2020-12-31$121,591
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31Yes
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$0
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$0
Aggregate carrying amount (costs) on sale of assets2020-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2020-12-31$0
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31BERNARD ROBINSON & COMPANY, LLP
Accountancy firm EIN2020-12-31560571159
2019 : EVERYAGE 403(B) RETIREMENT PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$4,477,929
Total of all expenses incurred2019-12-31$1,368,273
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,190,171
Expenses. Certain deemed distributions of participant loans2019-12-31$23,570
Value of total corrective distributions2019-12-31$62,532
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,826,936
Value of total assets at end of year2019-12-31$15,854,839
Value of total assets at beginning of year2019-12-31$12,745,183
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$92,000
Total interest from all sources2019-12-31$26,438
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$246,639
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$246,639
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,004,810
Participant contributions at end of year2019-12-31$84,523
Participant contributions at beginning of year2019-12-31$94,529
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$264,685
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$703
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$765
Administrative expenses (other) incurred2019-12-31$69,500
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$3,109,656
Value of net assets at end of year (total assets less liabilities)2019-12-31$15,854,839
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$12,745,183
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$22,500
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$15,426,037
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$10,529,228
Value of interest in pooled separate accounts at end of year2019-12-31$0
Value of interest in pooled separate accounts at beginning of year2019-12-31$11,072
Interest on participant loans2019-12-31$1,706
Interest earned on other investments2019-12-31$24,732
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$343,576
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$2,109,589
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,377,841
Net investment gain/loss from pooled separate accounts2019-12-31$75
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$557,441
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,190,171
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BERNARD ROBINSON & CO.
Accountancy firm EIN2019-12-31560571159
2018 : EVERYAGE 403(B) RETIREMENT PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$796,835
Total of all expenses incurred2018-12-31$984,621
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$836,529
Expenses. Certain deemed distributions of participant loans2018-12-31$8,248
Value of total corrective distributions2018-12-31$75,075
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,498,959
Value of total assets at end of year2018-12-31$12,745,183
Value of total assets at beginning of year2018-12-31$12,932,969
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$64,769
Total interest from all sources2018-12-31$73,045
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$141,406
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$141,406
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$930,618
Participant contributions at end of year2018-12-31$94,529
Participant contributions at beginning of year2018-12-31$49,131
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$55,890
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$765
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$271
Administrative expenses (other) incurred2018-12-31$58,968
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-187,786
Value of net assets at end of year (total assets less liabilities)2018-12-31$12,745,183
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$12,932,969
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$5,801
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$10,529,228
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$10,917,708
Value of interest in pooled separate accounts at end of year2018-12-31$11,072
Value of interest in pooled separate accounts at beginning of year2018-12-31$9,811
Interest on participant loans2018-12-31$1,401
Interest earned on other investments2018-12-31$71,644
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$2,109,589
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$1,956,048
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-916,884
Net investment gain/loss from pooled separate accounts2018-12-31$309
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$512,451
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$836,529
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31BERNARD ROBINSON & CO
Accountancy firm EIN2018-12-31560571159
2017 : EVERYAGE 403(B) RETIREMENT PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$3,400,073
Total of all expenses incurred2017-12-31$1,797,161
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,741,047
Value of total corrective distributions2017-12-31$56,114
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,563,105
Value of total assets at end of year2017-12-31$12,932,969
Value of total assets at beginning of year2017-12-31$11,330,057
Total interest from all sources2017-12-31$69,377
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$127,037
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$832,025
Participant contributions at end of year2017-12-31$49,131
Participant contributions at beginning of year2017-12-31$16,715
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$342,199
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$45,993
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$271
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$123
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,602,912
Value of net assets at end of year (total assets less liabilities)2017-12-31$12,932,969
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$11,330,057
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$10,917,708
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$9,228,064
Value of interest in pooled separate accounts at end of year2017-12-31$9,811
Value of interest in pooled separate accounts at beginning of year2017-12-31$8,082
Interest on participant loans2017-12-31$423
Interest earned on other investments2017-12-31$68,954
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$1,956,048
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$2,077,073
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,640,296
Net investment gain/loss from pooled separate accounts2017-12-31$258
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$388,881
Income. Dividends from preferred stock2017-12-31$127,037
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,695,054
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31BERNARD ROBINSON & CO
Accountancy firm EIN2017-12-31560571159
2016 : EVERYAGE 403(B) RETIREMENT PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$1,945,570
Total of all expenses incurred2016-12-31$992,824
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$943,413
Value of total corrective distributions2016-12-31$35,605
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,086,566
Value of total assets at end of year2016-12-31$11,330,057
Value of total assets at beginning of year2016-12-31$10,377,311
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$13,806
Total interest from all sources2016-12-31$69,428
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$108,264
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$108,264
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$670,516
Participant contributions at end of year2016-12-31$16,715
Participant contributions at beginning of year2016-12-31$18,891
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$39,779
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$123
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$62
Administrative expenses (other) incurred2016-12-31$13,806
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$952,746
Value of net assets at end of year (total assets less liabilities)2016-12-31$11,330,057
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$10,377,311
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$9,228,064
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$8,368,221
Value of interest in pooled separate accounts at end of year2016-12-31$8,082
Value of interest in pooled separate accounts at beginning of year2016-12-31$6,781
Interest on participant loans2016-12-31$306
Interest earned on other investments2016-12-31$69,122
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$2,077,073
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$1,977,214
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$681,093
Net investment gain/loss from pooled separate accounts2016-12-31$219
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$376,271
Employer contributions (assets) at beginning of year2016-12-31$6,142
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$943,413
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31BERNARD ROBINSON & CO
Accountancy firm EIN2016-12-31560571159
2015 : EVERYAGE 403(B) RETIREMENT PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$1,033,816
Total of all expenses incurred2015-12-31$1,030,100
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$992,189
Expenses. Certain deemed distributions of participant loans2015-12-31$8,316
Value of total corrective distributions2015-12-31$21,025
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,082,071
Value of total assets at end of year2015-12-31$10,377,311
Value of total assets at beginning of year2015-12-31$10,373,595
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$8,570
Total interest from all sources2015-12-31$68,505
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$74,648
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$74,648
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$635,609
Participant contributions at end of year2015-12-31$18,891
Participant contributions at beginning of year2015-12-31$28,438
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$52,651
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$62
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$197
Administrative expenses (other) incurred2015-12-31$8,570
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$3,716
Value of net assets at end of year (total assets less liabilities)2015-12-31$10,377,311
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$10,373,595
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$8,368,221
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$8,396,103
Value of interest in pooled separate accounts at end of year2015-12-31$6,781
Value of interest in pooled separate accounts at beginning of year2015-12-31$10,006
Interest on participant loans2015-12-31$191
Interest earned on other investments2015-12-31$68,314
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$1,977,214
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$1,938,851
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-191,648
Net investment gain/loss from pooled separate accounts2015-12-31$240
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$393,811
Employer contributions (assets) at end of year2015-12-31$6,142
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$992,189
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31BERNARD ROBINSON & CO
Accountancy firm EIN2015-12-31560571159
2014 : EVERYAGE 403(B) RETIREMENT PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$1,633,135
Total of all expenses incurred2014-12-31$1,459,101
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,426,342
Expenses. Certain deemed distributions of participant loans2014-12-31$3,823
Value of total corrective distributions2014-12-31$20,960
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,044,999
Value of total assets at end of year2014-12-31$10,373,595
Value of total assets at beginning of year2014-12-31$10,199,561
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$7,976
Total interest from all sources2014-12-31$68,339
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$163,485
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$163,485
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$598,930
Participant contributions at end of year2014-12-31$28,438
Participant contributions at beginning of year2014-12-31$61,544
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$66,584
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$197
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$147
Administrative expenses (other) incurred2014-12-31$7,976
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$174,034
Value of net assets at end of year (total assets less liabilities)2014-12-31$10,373,595
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$10,199,561
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$8,396,103
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$8,143,291
Value of interest in pooled separate accounts at end of year2014-12-31$10,006
Value of interest in pooled separate accounts at beginning of year2014-12-31$21,253
Interest on participant loans2014-12-31$501
Interest earned on other investments2014-12-31$67,838
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$1,938,851
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$1,973,326
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$355,757
Net investment gain/loss from pooled separate accounts2014-12-31$555
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$379,485
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,426,342
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31BERNARD ROBINSON & CO
Accountancy firm EIN2014-12-31560571159
2013 : EVERYAGE 403(B) RETIREMENT PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$2,564,367
Total of all expenses incurred2013-12-31$559,253
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$538,404
Expenses. Certain deemed distributions of participant loans2013-12-31$2,753
Value of total corrective distributions2013-12-31$12,115
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,080,216
Value of total assets at end of year2013-12-31$10,199,561
Value of total assets at beginning of year2013-12-31$8,194,447
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$5,981
Total interest from all sources2013-12-31$66,283
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$116,673
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$116,673
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$632,389
Participant contributions at end of year2013-12-31$61,544
Participant contributions at beginning of year2013-12-31$67,678
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$65,363
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$147
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$544
Administrative expenses (other) incurred2013-12-31$5,981
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$2,005,114
Value of net assets at end of year (total assets less liabilities)2013-12-31$10,199,561
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$8,194,447
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$8,143,291
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$6,207,423
Value of interest in pooled separate accounts at end of year2013-12-31$21,253
Value of interest in pooled separate accounts at beginning of year2013-12-31$30,198
Interest on participant loans2013-12-31$276
Interest earned on other investments2013-12-31$66,007
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$1,973,326
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$1,888,604
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,300,359
Net investment gain/loss from pooled separate accounts2013-12-31$836
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$382,464
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$538,404
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31BERNARD ROBINSON & CO
Accountancy firm EIN2013-12-31560571159
2012 : EVERYAGE 403(B) RETIREMENT PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$1,925,266
Total of all expenses incurred2012-12-31$1,014,227
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$993,505
Expenses. Certain deemed distributions of participant loans2012-12-31$11,487
Value of total corrective distributions2012-12-31$4,430
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,054,650
Value of total assets at end of year2012-12-31$8,194,447
Value of total assets at beginning of year2012-12-31$7,283,408
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$4,805
Total interest from all sources2012-12-31$63,009
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$74,640
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$74,640
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$594,774
Participant contributions at end of year2012-12-31$67,678
Participant contributions at beginning of year2012-12-31$40,694
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$82,135
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$544
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$427
Administrative expenses (other) incurred2012-12-31$4,805
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$911,039
Value of net assets at end of year (total assets less liabilities)2012-12-31$8,194,447
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$7,283,408
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$6,207,423
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$5,551,827
Value of interest in pooled separate accounts at end of year2012-12-31$30,198
Value of interest in pooled separate accounts at beginning of year2012-12-31$27,115
Interest on participant loans2012-12-31$1,330
Interest earned on other investments2012-12-31$61,679
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$1,888,604
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$1,663,345
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$732,124
Net investment gain/loss from pooled separate accounts2012-12-31$843
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$377,741
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$993,505
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31BERNARD ROBINSON & CO
Accountancy firm EIN2012-12-31560571159
2011 : EVERYAGE 403(B) RETIREMENT PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$857,457
Total of all expenses incurred2011-12-31$746,079
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$732,328
Expenses. Certain deemed distributions of participant loans2011-12-31$9,199
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$993,356
Value of total assets at end of year2011-12-31$7,283,408
Value of total assets at beginning of year2011-12-31$7,172,030
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$4,552
Total interest from all sources2011-12-31$60,283
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$52,767
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$52,767
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$596,979
Participant contributions at end of year2011-12-31$40,694
Participant contributions at beginning of year2011-12-31$35,713
Participant contributions at beginning of year2011-12-31$22,297
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$427
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$513
Administrative expenses (other) incurred2011-12-31$4,552
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$111,378
Value of net assets at end of year (total assets less liabilities)2011-12-31$7,283,408
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$7,172,030
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$5,551,827
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$5,387,796
Value of interest in pooled separate accounts at end of year2011-12-31$27,115
Value of interest in pooled separate accounts at beginning of year2011-12-31$17,789
Interest on participant loans2011-12-31$1,627
Interest earned on other investments2011-12-31$58,656
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$1,663,345
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$1,694,660
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-249,559
Net investment gain/loss from pooled separate accounts2011-12-31$610
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$396,377
Employer contributions (assets) at beginning of year2011-12-31$13,262
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$732,328
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31BERNARD ROBINSON & CO
Accountancy firm EIN2011-12-31560571159
2010 : EVERYAGE 403(B) RETIREMENT PLAN 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$1,575,792
Total of all expenses incurred2010-12-31$435,806
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$406,578
Expenses. Certain deemed distributions of participant loans2010-12-31$11,435
Value of total corrective distributions2010-12-31$15,140
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$801,822
Value of total assets at end of year2010-12-31$7,172,030
Value of total assets at beginning of year2010-12-31$6,032,044
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$2,653
Total interest from all sources2010-12-31$60,633
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$51,137
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$51,137
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$603,887
Participant contributions at end of year2010-12-31$35,713
Participant contributions at beginning of year2010-12-31$48,713
Participant contributions at end of year2010-12-31$22,297
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$513
Administrative expenses (other) incurred2010-12-31$2,653
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$1,139,986
Value of net assets at end of year (total assets less liabilities)2010-12-31$7,172,030
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$6,032,044
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$5,387,796
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$4,288,337
Value of interest in pooled separate accounts at end of year2010-12-31$17,789
Value of interest in pooled separate accounts at beginning of year2010-12-31$16,332
Interest on participant loans2010-12-31$3,300
Interest earned on other investments2010-12-31$57,333
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$1,694,660
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$1,666,400
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$661,696
Net investment gain/loss from pooled separate accounts2010-12-31$504
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$197,935
Employer contributions (assets) at end of year2010-12-31$13,262
Employer contributions (assets) at beginning of year2010-12-31$12,262
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$406,578
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31BERNARD ROBINSON & CO
Accountancy firm EIN2010-12-31560571159
2009 : EVERYAGE 403(B) RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for EVERYAGE 403(B) RETIREMENT PLAN

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

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered1394
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
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
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered1199
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
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
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered1232
Insurance policy start date2020-07-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
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
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract numberFA067756
Policy instance 2
Insurance contract or identification numberFA067756
Number of Individuals Covered998
Insurance policy start date2019-03-13
Insurance policy end date2019-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberFA067756
Policy instance 1
Insurance contract or identification numberFA067756
Number of Individuals Covered0
Insurance policy start date2019-01-01
Insurance policy end date2019-03-25
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberFA067756
Policy instance 1
Insurance contract or identification numberFA067756
Number of Individuals Covered926
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $3,198
Are there contracts with unallocated funds for contracts of type 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 $3,198
Insurance broker organization code?3
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberFA067756
Policy instance 1
Insurance contract or identification numberFA067756
Number of Individuals Covered875
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $4,790
Are there contracts with unallocated funds for contracts of type 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 $4,790
Insurance broker organization code?3
Insurance broker nameVOYA FINANCIAL ADVISORS, INC.
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberFA067756
Policy instance 1
Insurance contract or identification numberFA067756
Number of Individuals Covered580
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $5,655
Are there contracts with unallocated funds for contracts of type 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 $5,655
Insurance broker organization code?3
Insurance broker nameVOYA FINANCIAL ADVISORS, INC.
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberFA067756
Policy instance 1
Insurance contract or identification numberFA067756
Number of Individuals Covered557
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $5,757
Are there contracts with unallocated funds for contracts of type 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 $5,757
Insurance broker organization code?3
Insurance broker nameVOYA FINANCIAL ADVISORS, INC.
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberFA067756
Policy instance 1
Insurance contract or identification numberFA067756
Number of Individuals Covered570
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $5,721
Are there contracts with unallocated funds for contracts of type 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 $5,721
Insurance broker organization code?3
Insurance broker nameING FINANCIAL PARTNERS, INC.
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberFA067756
Policy instance 1
Insurance contract or identification numberFA067756
Number of Individuals Covered561
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $5,310
Are there contracts with unallocated funds for contracts of type 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 $5,310
Insurance broker organization code?3
Insurance broker nameING FINANCIAL PARTNERS, INC.
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberFA067756
Policy instance 1
Insurance contract or identification numberFA067756
Number of Individuals Covered568
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $5,469
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberFA067756
Policy instance 1
Insurance contract or identification numberFA067756
Number of Individuals Covered574
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $4,734
Are there contracts with unallocated funds for contracts of type 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 $4,734
Insurance broker organization code?3
Insurance broker nameTDA ASSOCIATES INC

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