Logo

ALTANTA COMMUNITY FOOD BANK RETIREMENT PLAN 401k Plan overview

Plan NameALTANTA COMMUNITY FOOD BANK RETIREMENT PLAN
Plan identification number 002

ALTANTA COMMUNITY FOOD BANK RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

ATLANTA COMMUNITY FOOD BANK has sponsored the creation of one or more 401k plans.

Company Name:ATLANTA COMMUNITY FOOD BANK
Employer identification number (EIN):581376648
NAIC Classification:624200

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ALTANTA COMMUNITY FOOD BANK RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022021-07-01
0022021-07-01
0022020-07-01
0022019-07-01
0022017-07-01
0022016-07-01DEBRA SHOAF DEBRA SHOAF2018-04-06
0022015-07-01DEBRA SHOAF
0022014-07-01DEBRA SHOAF DEBRA SHOAF2016-04-01
0022013-07-01NANCY FLIPPIN2014-10-13 NANCY FLIPPIN2014-10-13
0022012-07-01NANCY FLIPPIN2013-10-24 NANCY FLIPPIN2013-10-24
0022011-07-01NANCY FLIPPIN2012-12-06 NANCY FLIPPIN2012-12-06
0022010-07-01NANCY FLIPPI2012-01-06 NANCY FLIPPI2012-01-06

Plan Statistics for ALTANTA COMMUNITY FOOD BANK RETIREMENT PLAN

401k plan membership statisitcs for ALTANTA COMMUNITY FOOD BANK RETIREMENT PLAN

Measure Date Value
2021: ALTANTA COMMUNITY FOOD BANK RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-07-01161
Total number of active participants reported on line 7a of the Form 55002021-07-010
Number of retired or separated participants receiving benefits2021-07-010
Number of other retired or separated participants entitled to future benefits2021-07-010
Total of all active and inactive participants2021-07-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-010
Total participants2021-07-010
Number of participants with account balances2021-07-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-010
2020: ALTANTA COMMUNITY FOOD BANK RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-07-01153
Total number of active participants reported on line 7a of the Form 55002020-07-01140
Number of retired or separated participants receiving benefits2020-07-010
Number of other retired or separated participants entitled to future benefits2020-07-0121
Total of all active and inactive participants2020-07-01161
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-010
Total participants2020-07-01161
Number of participants with account balances2020-07-01158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-0115
2019: ALTANTA COMMUNITY FOOD BANK RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-07-01160
Total number of active participants reported on line 7a of the Form 55002019-07-01130
Number of retired or separated participants receiving benefits2019-07-010
Number of other retired or separated participants entitled to future benefits2019-07-0123
Total of all active and inactive participants2019-07-01153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-010
Total participants2019-07-01153
Number of participants with account balances2019-07-01145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-0118
2017: ALTANTA COMMUNITY FOOD BANK RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-01129
Total number of active participants reported on line 7a of the Form 55002017-07-01132
Number of retired or separated participants receiving benefits2017-07-010
Number of other retired or separated participants entitled to future benefits2017-07-0114
Total of all active and inactive participants2017-07-01146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-010
Total participants2017-07-01146
Number of participants with account balances2017-07-01145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-0116
2016: ALTANTA COMMUNITY FOOD BANK RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-01128
Total number of active participants reported on line 7a of the Form 55002016-07-01116
Number of retired or separated participants receiving benefits2016-07-010
Number of other retired or separated participants entitled to future benefits2016-07-0113
Total of all active and inactive participants2016-07-01129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-010
Total participants2016-07-01129
Number of participants with account balances2016-07-01123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-0114
2015: ALTANTA COMMUNITY FOOD BANK RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-01126
Total number of active participants reported on line 7a of the Form 55002015-07-01119
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-019
Total of all active and inactive participants2015-07-01128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-010
Total participants2015-07-01128
Number of participants with account balances2015-07-01123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-012
2014: ALTANTA COMMUNITY FOOD BANK RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-01114
Total number of active participants reported on line 7a of the Form 55002014-07-01120
Number of retired or separated participants receiving benefits2014-07-010
Number of other retired or separated participants entitled to future benefits2014-07-016
Total of all active and inactive participants2014-07-01126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-010
Total participants2014-07-01126
Number of participants with account balances2014-07-01122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-015

Financial Data on ALTANTA COMMUNITY FOOD BANK RETIREMENT PLAN

Measure Date Value
2021 : ALTANTA COMMUNITY FOOD BANK RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-13$0
Total transfer of assets from this plan2021-12-13$5,333,830
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-13$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-13$0
Total income from all sources (including contributions)2021-12-13$115,985
Total loss/gain on sale of assets2021-12-13$0
Total of all expenses incurred2021-12-13$165,484
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-13$158,908
Expenses. Certain deemed distributions of participant loans2021-12-13$0
Value of total corrective distributions2021-12-13$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-13$17,448
Value of total assets at end of year2021-12-13$0
Value of total assets at beginning of year2021-12-13$5,383,329
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-13$6,576
Total interest from all sources2021-12-13$305
Total dividends received (eg from common stock, registered investment company shares)2021-12-13$958
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-13Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2021-12-13$0
Total dividends received from registered investment company shares (eg mutual funds)2021-12-13$958
Administrative expenses professional fees incurred2021-12-13$0
Was this plan covered by a fidelity bond2021-12-13No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-13$0
Contributions received from participants2021-12-13$0
Participant contributions at end of year2021-12-13$0
Participant contributions at beginning of year2021-12-13$0
Assets. Other investments not covered elsewhere at end of year2021-12-13$0
Assets. Other investments not covered elsewhere at beginning of year2021-12-13$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-13$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-13$0
Other income not declared elsewhere2021-12-13$1,898
Administrative expenses (other) incurred2021-12-13$75
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-13No
Value of net income/loss2021-12-13$-49,499
Value of net assets at end of year (total assets less liabilities)2021-12-13$0
Value of net assets at beginning of year (total assets less liabilities)2021-12-13$5,383,329
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-13No
Were any leases to which the plan was party in default or uncollectible2021-12-13No
Investment advisory and management fees2021-12-13$6,061
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-13$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-13$5,273,316
Value of interest in pooled separate accounts at end of year2021-12-13$0
Value of interest in pooled separate accounts at beginning of year2021-12-13$0
Interest on participant loans2021-12-13$0
Interest earned on other investments2021-12-13$305
Value of interest in common/collective trusts at end of year2021-12-13$0
Value of interest in common/collective trusts at beginning of year2021-12-13$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-13$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-13$110,013
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-13$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-13$95,376
Net investment gain/loss from pooled separate accounts2021-12-13$0
Net investment gain or loss from common/collective trusts2021-12-13$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-13Yes
Assets. Invements in employer securities at end of year2021-12-13$0
Assets. Invements in employer securities at beginning of year2021-12-13$0
Contributions received in cash from employer2021-12-13$17,448
Income. Dividends from common stock2021-12-13$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-13$158,908
Contract administrator fees2021-12-13$440
Did the plan have assets held for investment2021-12-13No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-13No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-13Yes
Opinion of an independent qualified public accountant for this plan2021-12-13Disclaimer
Total unrealized appreciation/depreciation of assets2021-09-17$0
Total transfer of assets from this plan2021-09-17$5,333,830
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-09-17$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-09-17$0
Total income from all sources (including contributions)2021-09-17$115,985
Total loss/gain on sale of assets2021-09-17$0
Total of all expenses incurred2021-09-17$165,484
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-09-17$158,908
Expenses. Certain deemed distributions of participant loans2021-09-17$0
Value of total corrective distributions2021-09-17$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-09-17$17,448
Value of total assets at end of year2021-09-17$0
Value of total assets at beginning of year2021-09-17$5,383,329
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-09-17$6,576
Total interest from all sources2021-09-17$305
Total dividends received (eg from common stock, registered investment company shares)2021-09-17$958
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-09-17Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2021-09-17$0
Total dividends received from registered investment company shares (eg mutual funds)2021-09-17$958
Administrative expenses professional fees incurred2021-09-17$0
Was this plan covered by a fidelity bond2021-09-17No
If this is an individual account plan, was there a blackout period2021-09-17No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-09-17$0
Were there any nonexempt tranactions with any party-in-interest2021-09-17No
Contributions received from participants2021-09-17$0
Participant contributions at end of year2021-09-17$0
Participant contributions at beginning of year2021-09-17$0
Assets. Other investments not covered elsewhere at end of year2021-09-17$0
Assets. Other investments not covered elsewhere at beginning of year2021-09-17$0
Income. Received or receivable in cash from other sources (including rollovers)2021-09-17$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-09-17$0
Other income not declared elsewhere2021-09-17$1,898
Administrative expenses (other) incurred2021-09-17$75
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-09-17No
Value of net income/loss2021-09-17$-49,499
Value of net assets at end of year (total assets less liabilities)2021-09-17$0
Value of net assets at beginning of year (total assets less liabilities)2021-09-17$5,383,329
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-09-17No
Were any loans by the plan or fixed income obligations due to the plan in default2021-09-17No
Were any leases to which the plan was party in default or uncollectible2021-09-17No
Investment advisory and management fees2021-09-17$6,061
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-09-17$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-09-17$5,273,316
Value of interest in pooled separate accounts at end of year2021-09-17$0
Value of interest in pooled separate accounts at beginning of year2021-09-17$0
Interest on participant loans2021-09-17$0
Interest earned on other investments2021-09-17$305
Value of interest in common/collective trusts at end of year2021-09-17$0
Value of interest in common/collective trusts at beginning of year2021-09-17$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-09-17$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-09-17$110,013
Expenses. Payments to insurance carriers foe the provision of benefits2021-09-17$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-09-17$95,376
Net investment gain/loss from pooled separate accounts2021-09-17$0
Net investment gain or loss from common/collective trusts2021-09-17$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-09-17Yes
Was there a failure to transmit to the plan any participant contributions2021-09-17No
Has the plan failed to provide any benefit when due under the plan2021-09-17No
Assets. Invements in employer securities at end of year2021-09-17$0
Assets. Invements in employer securities at beginning of year2021-09-17$0
Contributions received in cash from employer2021-09-17$17,448
Income. Dividends from common stock2021-09-17$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-09-17$158,908
Contract administrator fees2021-09-17$440
Did the plan have assets held for investment2021-09-17No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-09-17No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-09-17Yes
Opinion of an independent qualified public accountant for this plan2021-09-17Disclaimer
Accountancy firm name2021-09-17WARREN AVERETT LLC
Accountancy firm EIN2021-09-17454084437
Total unrealized appreciation/depreciation of assets2021-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total income from all sources (including contributions)2021-06-30$1,827,515
Total loss/gain on sale of assets2021-06-30$0
Total of all expenses incurred2021-06-30$401,002
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$378,324
Expenses. Certain deemed distributions of participant loans2021-06-30$0
Value of total corrective distributions2021-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$649,246
Value of total assets at end of year2021-06-30$5,383,329
Value of total assets at beginning of year2021-06-30$3,956,816
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$22,678
Total interest from all sources2021-06-30$1,210
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$254,248
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2021-06-30$254,248
Administrative expenses professional fees incurred2021-06-30$0
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$500,000
If this is an individual account plan, was there a blackout period2021-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-06-30$0
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Contributions received from participants2021-06-30$0
Participant contributions at end of year2021-06-30$0
Participant contributions at beginning of year2021-06-30$0
Assets. Other investments not covered elsewhere at end of year2021-06-30$0
Assets. Other investments not covered elsewhere at beginning of year2021-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2021-06-30$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-06-30$0
Other income not declared elsewhere2021-06-30$0
Administrative expenses (other) incurred2021-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$1,426,513
Value of net assets at end of year (total assets less liabilities)2021-06-30$5,383,329
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$3,956,816
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Investment advisory and management fees2021-06-30$20,798
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-06-30$5,273,316
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-06-30$3,886,098
Value of interest in pooled separate accounts at end of year2021-06-30$0
Value of interest in pooled separate accounts at beginning of year2021-06-30$0
Interest on participant loans2021-06-30$0
Interest earned on other investments2021-06-30$1,210
Value of interest in common/collective trusts at end of year2021-06-30$0
Value of interest in common/collective trusts at beginning of year2021-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-06-30$110,013
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-06-30$70,718
Expenses. Payments to insurance carriers foe the provision of benefits2021-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-06-30$922,811
Net investment gain/loss from pooled separate accounts2021-06-30$0
Net investment gain or loss from common/collective trusts2021-06-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30No
Was there a failure to transmit to the plan any participant contributions2021-06-30No
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Assets. Invements in employer securities at end of year2021-06-30$0
Assets. Invements in employer securities at beginning of year2021-06-30$0
Contributions received in cash from employer2021-06-30$649,246
Income. Dividends from common stock2021-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$378,324
Contract administrator fees2021-06-30$1,880
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
2020 : ALTANTA COMMUNITY FOOD BANK RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total income from all sources (including contributions)2020-06-30$588,555
Total loss/gain on sale of assets2020-06-30$0
Total of all expenses incurred2020-06-30$526,565
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$506,876
Expenses. Certain deemed distributions of participant loans2020-06-30$0
Value of total corrective distributions2020-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$466,708
Value of total assets at end of year2020-06-30$3,956,816
Value of total assets at beginning of year2020-06-30$3,894,826
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$19,689
Total interest from all sources2020-06-30$1,327
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$248,401
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2020-06-30$248,401
Administrative expenses professional fees incurred2020-06-30$0
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$500,000
If this is an individual account plan, was there a blackout period2020-06-30No
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Contributions received from participants2020-06-30$0
Participant contributions at end of year2020-06-30$0
Participant contributions at beginning of year2020-06-30$0
Assets. Other investments not covered elsewhere at end of year2020-06-30$0
Assets. Other investments not covered elsewhere at beginning of year2020-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2020-06-30$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-06-30$0
Other income not declared elsewhere2020-06-30$0
Administrative expenses (other) incurred2020-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$61,990
Value of net assets at end of year (total assets less liabilities)2020-06-30$3,956,816
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$3,894,826
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Investment advisory and management fees2020-06-30$17,659
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-06-30$3,886,098
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$3,829,918
Value of interest in pooled separate accounts at end of year2020-06-30$0
Value of interest in pooled separate accounts at beginning of year2020-06-30$0
Interest on participant loans2020-06-30$0
Interest earned on other investments2020-06-30$1,327
Value of interest in common/collective trusts at end of year2020-06-30$0
Value of interest in common/collective trusts at beginning of year2020-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-06-30$70,718
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-06-30$64,908
Expenses. Payments to insurance carriers foe the provision of benefits2020-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-06-30$-127,881
Net investment gain/loss from pooled separate accounts2020-06-30$0
Net investment gain or loss from common/collective trusts2020-06-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30No
Was there a failure to transmit to the plan any participant contributions2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Assets. Invements in employer securities at end of year2020-06-30$0
Assets. Invements in employer securities at beginning of year2020-06-30$0
Contributions received in cash from employer2020-06-30$466,708
Income. Dividends from common stock2020-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$506,876
Contract administrator fees2020-06-30$2,030
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30Yes
Opinion of an independent qualified public accountant for this plan2020-06-30Disclaimer
Accountancy firm name2020-06-30WARREN AVERETT, LLC
Accountancy firm EIN2020-06-30454084437
2018 : ALTANTA COMMUNITY FOOD BANK RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total income from all sources (including contributions)2018-06-30$685,951
Total loss/gain on sale of assets2018-06-30$0
Total of all expenses incurred2018-06-30$187,600
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$178,044
Expenses. Certain deemed distributions of participant loans2018-06-30$0
Value of total corrective distributions2018-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$432,077
Value of total assets at end of year2018-06-30$3,627,069
Value of total assets at beginning of year2018-06-30$3,128,718
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$9,556
Total interest from all sources2018-06-30$1,004
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$159,255
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2018-06-30$159,255
Administrative expenses professional fees incurred2018-06-30$0
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$500,000
If this is an individual account plan, was there a blackout period2018-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-06-30$0
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Contributions received from participants2018-06-30$0
Participant contributions at end of year2018-06-30$0
Participant contributions at beginning of year2018-06-30$0
Assets. Other investments not covered elsewhere at end of year2018-06-30$0
Assets. Other investments not covered elsewhere at beginning of year2018-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2018-06-30$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-06-30$0
Other income not declared elsewhere2018-06-30$0
Administrative expenses (other) incurred2018-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$498,351
Value of net assets at end of year (total assets less liabilities)2018-06-30$3,627,069
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$3,128,718
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Investment advisory and management fees2018-06-30$6,816
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-06-30$3,562,212
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$3,074,291
Value of interest in pooled separate accounts at end of year2018-06-30$0
Value of interest in pooled separate accounts at beginning of year2018-06-30$0
Interest on participant loans2018-06-30$0
Interest earned on other investments2018-06-30$1,004
Value of interest in common/collective trusts at end of year2018-06-30$0
Value of interest in common/collective trusts at beginning of year2018-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-06-30$64,857
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-06-30$54,427
Expenses. Payments to insurance carriers foe the provision of benefits2018-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-06-30$93,615
Net investment gain/loss from pooled separate accounts2018-06-30$0
Net investment gain or loss from common/collective trusts2018-06-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30No
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Assets. Invements in employer securities at end of year2018-06-30$0
Assets. Invements in employer securities at beginning of year2018-06-30$0
Contributions received in cash from employer2018-06-30$432,077
Income. Dividends from common stock2018-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$178,044
Contract administrator fees2018-06-30$2,740
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30Yes
Opinion of an independent qualified public accountant for this plan2018-06-30Disclaimer
Accountancy firm name2018-06-30WARREN AVERETT, LLC
Accountancy firm EIN2018-06-30920184475
2017 : ALTANTA COMMUNITY FOOD BANK RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total income from all sources (including contributions)2017-06-30$745,734
Total loss/gain on sale of assets2017-06-30$0
Total of all expenses incurred2017-06-30$423,988
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$416,487
Expenses. Certain deemed distributions of participant loans2017-06-30$0
Value of total corrective distributions2017-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$389,925
Value of total assets at end of year2017-06-30$3,128,718
Value of total assets at beginning of year2017-06-30$2,806,972
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$7,501
Total interest from all sources2017-06-30$863
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$99,433
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2017-06-30$99,433
Administrative expenses professional fees incurred2017-06-30$0
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$500,000
If this is an individual account plan, was there a blackout period2017-06-30No
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Contributions received from participants2017-06-30$0
Participant contributions at end of year2017-06-30$0
Participant contributions at beginning of year2017-06-30$0
Assets. Other investments not covered elsewhere at end of year2017-06-30$0
Assets. Other investments not covered elsewhere at beginning of year2017-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2017-06-30$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-06-30$0
Other income not declared elsewhere2017-06-30$0
Administrative expenses (other) incurred2017-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$321,746
Value of net assets at end of year (total assets less liabilities)2017-06-30$3,128,718
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$2,806,972
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Investment advisory and management fees2017-06-30$5,901
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-06-30$3,074,291
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$2,756,729
Value of interest in pooled separate accounts at end of year2017-06-30$0
Value of interest in pooled separate accounts at beginning of year2017-06-30$0
Interest on participant loans2017-06-30$0
Interest earned on other investments2017-06-30$863
Value of interest in common/collective trusts at end of year2017-06-30$0
Value of interest in common/collective trusts at beginning of year2017-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-06-30$54,427
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-06-30$50,243
Expenses. Payments to insurance carriers foe the provision of benefits2017-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-06-30$255,513
Net investment gain/loss from pooled separate accounts2017-06-30$0
Net investment gain or loss from common/collective trusts2017-06-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30No
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Assets. Invements in employer securities at end of year2017-06-30$0
Assets. Invements in employer securities at beginning of year2017-06-30$0
Contributions received in cash from employer2017-06-30$389,925
Income. Dividends from common stock2017-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$416,487
Contract administrator fees2017-06-30$1,600
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30Yes
Opinion of an independent qualified public accountant for this plan2017-06-30Disclaimer
Accountancy firm name2017-06-30WARREN AVERETT, LLC
Accountancy firm EIN2017-06-30454084437
2016 : ALTANTA COMMUNITY FOOD BANK RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total income from all sources (including contributions)2016-06-30$414,864
Total loss/gain on sale of assets2016-06-30$0
Total of all expenses incurred2016-06-30$307,863
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$300,907
Expenses. Certain deemed distributions of participant loans2016-06-30$0
Value of total corrective distributions2016-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$428,096
Value of total assets at end of year2016-06-30$2,806,972
Value of total assets at beginning of year2016-06-30$2,699,971
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$6,956
Total interest from all sources2016-06-30$1,107
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$168,854
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2016-06-30$168,854
Administrative expenses professional fees incurred2016-06-30$0
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$250,000
If this is an individual account plan, was there a blackout period2016-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-06-30$0
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Contributions received from participants2016-06-30$0
Participant contributions at end of year2016-06-30$0
Participant contributions at beginning of year2016-06-30$0
Assets. Other investments not covered elsewhere at end of year2016-06-30$0
Assets. Other investments not covered elsewhere at beginning of year2016-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2016-06-30$1
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-06-30$0
Other income not declared elsewhere2016-06-30$0
Administrative expenses (other) incurred2016-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$107,001
Value of net assets at end of year (total assets less liabilities)2016-06-30$2,806,972
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$2,699,971
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Investment advisory and management fees2016-06-30$5,356
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$2,756,729
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$2,621,209
Value of interest in pooled separate accounts at end of year2016-06-30$0
Value of interest in pooled separate accounts at beginning of year2016-06-30$0
Interest on participant loans2016-06-30$0
Interest earned on other investments2016-06-30$1,107
Value of interest in common/collective trusts at end of year2016-06-30$0
Value of interest in common/collective trusts at beginning of year2016-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-06-30$50,243
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-06-30$78,762
Expenses. Payments to insurance carriers foe the provision of benefits2016-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-06-30$-183,193
Net investment gain/loss from pooled separate accounts2016-06-30$0
Net investment gain or loss from common/collective trusts2016-06-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30No
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Assets. Invements in employer securities at end of year2016-06-30$0
Assets. Invements in employer securities at beginning of year2016-06-30$0
Contributions received in cash from employer2016-06-30$428,095
Income. Dividends from common stock2016-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$300,907
Contract administrator fees2016-06-30$1,600
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30Yes
Opinion of an independent qualified public accountant for this plan2016-06-30Disclaimer
Accountancy firm name2016-06-30WARREN AVERETT, LLC
Accountancy firm EIN2016-06-30454084437
2015 : ALTANTA COMMUNITY FOOD BANK RETIREMENT PLAN 2015 401k financial data
Total income from all sources2015-06-30$473,384
Expenses. Total of all expenses incurred2015-06-30$326,710
Benefits paid (including direct rollovers)2015-06-30$321,273
Total plan assets at end of year2015-06-30$2,699,971
Total plan assets at beginning of year2015-06-30$2,553,297
Value of fidelity bond covering the plan2015-06-30$500,000
Total contributions received or receivable from participants2015-06-30$0
Expenses. Other expenses not covered elsewhere2015-06-30$4,676
Other income received2015-06-30$96,143
Net income (gross income less expenses)2015-06-30$146,674
Net plan assets at end of year (total assets less liabilities)2015-06-30$2,699,971
Net plan assets at beginning of year (total assets less liabilities)2015-06-30$2,553,297
Total contributions received or receivable from employer(s)2015-06-30$377,241
Value of certain deemed distributions of participant loans2015-06-30$0
Value of corrective distributions2015-06-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-06-30$761
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-06-30$0

Form 5500 Responses for ALTANTA COMMUNITY FOOD BANK RETIREMENT PLAN

2021: ALTANTA COMMUNITY FOOD BANK RETIREMENT PLAN 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Submission has been amendedNo
2021-07-01This submission is the final filingYes
2021-07-01This return/report is a short plan year return/report (less than 12 months)Yes
2021-07-01Plan is a collectively bargained planNo
2021-07-01Plan funding arrangement – InsuranceYes
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement – InsuranceYes
2021-07-01Plan benefit arrangement - TrustYes
2020: ALTANTA COMMUNITY FOOD BANK RETIREMENT PLAN 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Submission has been amendedNo
2020-07-01This submission is the final filingNo
2020-07-01This return/report is a short plan year return/report (less than 12 months)No
2020-07-01Plan is a collectively bargained planNo
2020-07-01Plan funding arrangement – InsuranceYes
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement – InsuranceYes
2020-07-01Plan benefit arrangement - TrustYes
2019: ALTANTA COMMUNITY FOOD BANK RETIREMENT PLAN 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Submission has been amendedNo
2019-07-01This submission is the final filingNo
2019-07-01This return/report is a short plan year return/report (less than 12 months)No
2019-07-01Plan is a collectively bargained planNo
2019-07-01Plan funding arrangement – InsuranceYes
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement – InsuranceYes
2019-07-01Plan benefit arrangement - TrustYes
2017: ALTANTA COMMUNITY FOOD BANK RETIREMENT PLAN 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Submission has been amendedNo
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planNo
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement – InsuranceYes
2017-07-01Plan benefit arrangement - TrustYes
2016: ALTANTA COMMUNITY FOOD BANK RETIREMENT PLAN 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement – InsuranceYes
2016-07-01Plan benefit arrangement - TrustYes
2015: ALTANTA COMMUNITY FOOD BANK RETIREMENT PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement – InsuranceYes
2015-07-01Plan benefit arrangement - TrustYes
2014: ALTANTA COMMUNITY FOOD BANK RETIREMENT PLAN 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement – InsuranceYes
2014-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 61453
Policy instance 1
Insurance contract or identification numberMR 61453
Number of Individuals Covered0
Insurance policy start date2021-07-01
Insurance policy end date2021-12-13
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 61453
Policy instance 1
Insurance contract or identification numberMR 61453
Number of Individuals Covered0
Insurance policy start date2021-07-01
Insurance policy end date2021-09-17
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 61453
Policy instance 1
Insurance contract or identification numberMR 61453
Number of Individuals Covered161
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 61453
Policy instance 1
Insurance contract or identification numberMR 61453
Number of Individuals Covered153
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 61453
Policy instance 1
Insurance contract or identification numberMR 61453
Number of Individuals Covered146
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $156
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 61453
Policy instance 1
Insurance contract or identification numberMR 61453
Number of Individuals Covered128
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Total amount of commissions paid to insurance brokerUSD $180
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $180
Insurance broker organization code?4
Insurance broker nameUBS FINANCIAL SERVICES INS AGENCY I
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 61453
Policy instance 1
Insurance contract or identification numberMR 61453
Number of Individuals Covered126
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Total amount of commissions paid to insurance brokerUSD $291
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $291
Insurance broker organization code?4
Insurance broker nameUBS FINANCIAL SERVICES INS AGENCY
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number446813
Policy instance 2
Insurance contract or identification number446813
Number of Individuals Covered0
Insurance policy start date2014-07-01
Insurance policy end date2014-07-24
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1