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EYA TAX-SHELTERED 403(B) 401k Plan overview

Plan NameEYA TAX-SHELTERED 403(B)
Plan identification number 004

EYA TAX-SHELTERED 403(B) 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

ECKERD YOUTH ALTERNATIVES, INC. has sponsored the creation of one or more 401k plans.

Company Name:ECKERD YOUTH ALTERNATIVES, INC.
Employer identification number (EIN):592551416
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Additional information about ECKERD YOUTH ALTERNATIVES, INC.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 1985-04-16
Company Identification Number: N08742
Legal Registered Office Address: 115 North Calhoun St.

Tallahassee

32301

More information about ECKERD YOUTH ALTERNATIVES, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EYA TAX-SHELTERED 403(B)

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0042021-07-01
0042020-07-01
0042019-07-01
0042018-07-01
0042017-07-01
0042016-07-01NICOLE STROEBEL
0042016-07-01
0042015-07-01NICOLE STROEBEL
0042014-07-01NICOLE STROEBEL
0042013-07-01NICOLE STROEBEL
0042012-07-01NICOLE STROEBEL
0042011-07-01NICOLE STROEBEL

Plan Statistics for EYA TAX-SHELTERED 403(B)

401k plan membership statisitcs for EYA TAX-SHELTERED 403(B)

Measure Date Value
2021: EYA TAX-SHELTERED 403(B) 2021 401k membership
Total participants, beginning-of-year2021-07-012,858
Total number of active participants reported on line 7a of the Form 55002021-07-012,454
Number of retired or separated participants receiving benefits2021-07-014
Number of other retired or separated participants entitled to future benefits2021-07-011,532
Total of all active and inactive participants2021-07-013,990
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-010
Total participants2021-07-013,990
Number of participants with account balances2021-07-013,371
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-01216
2020: EYA TAX-SHELTERED 403(B) 2020 401k membership
Total participants, beginning-of-year2020-07-012,631
Total number of active participants reported on line 7a of the Form 55002020-07-011,654
Number of retired or separated participants receiving benefits2020-07-010
Number of other retired or separated participants entitled to future benefits2020-07-011,204
Total of all active and inactive participants2020-07-012,858
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-010
Total participants2020-07-012,858
Number of participants with account balances2020-07-012,509
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-0175
2019: EYA TAX-SHELTERED 403(B) 2019 401k membership
Total participants, beginning-of-year2019-07-012,586
Total number of active participants reported on line 7a of the Form 55002019-07-011,565
Number of retired or separated participants receiving benefits2019-07-010
Number of other retired or separated participants entitled to future benefits2019-07-011,066
Total of all active and inactive participants2019-07-012,631
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-010
Total participants2019-07-012,631
Number of participants with account balances2019-07-012,259
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-0190
2018: EYA TAX-SHELTERED 403(B) 2018 401k membership
Total participants, beginning-of-year2018-07-012,451
Total number of active participants reported on line 7a of the Form 55002018-07-011,327
Number of retired or separated participants receiving benefits2018-07-010
Number of other retired or separated participants entitled to future benefits2018-07-011,259
Total of all active and inactive participants2018-07-012,586
Total participants2018-07-012,586
Number of participants with account balances2018-07-012,238
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-01128
2017: EYA TAX-SHELTERED 403(B) 2017 401k membership
Total participants, beginning-of-year2017-07-012,198
Total number of active participants reported on line 7a of the Form 55002017-07-011,438
Number of retired or separated participants receiving benefits2017-07-010
Number of other retired or separated participants entitled to future benefits2017-07-011,013
Total of all active and inactive participants2017-07-012,451
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-010
Total participants2017-07-012,451
Number of participants with account balances2017-07-012,086
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-0181
2016: EYA TAX-SHELTERED 403(B) 2016 401k membership
Total participants, beginning-of-year2016-07-011,945
Total number of active participants reported on line 7a of the Form 55002016-07-011,051
Number of retired or separated participants receiving benefits2016-07-010
Number of other retired or separated participants entitled to future benefits2016-07-011,147
Total of all active and inactive participants2016-07-012,198
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-010
Total participants2016-07-012,198
Number of participants with account balances2016-07-012,097
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-0147
2015: EYA TAX-SHELTERED 403(B) 2015 401k membership
Total participants, beginning-of-year2015-07-01999
Total number of active participants reported on line 7a of the Form 55002015-07-01809
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-011,136
Total of all active and inactive participants2015-07-011,945
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-010
Total participants2015-07-011,945
Number of participants with account balances2015-07-011,597
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-010
2014: EYA TAX-SHELTERED 403(B) 2014 401k membership
Total participants, beginning-of-year2014-07-011,015
Total number of active participants reported on line 7a of the Form 55002014-07-01406
Number of retired or separated participants receiving benefits2014-07-010
Number of other retired or separated participants entitled to future benefits2014-07-01593
Total of all active and inactive participants2014-07-01999
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-010
Total participants2014-07-01999
Number of participants with account balances2014-07-01916
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-0167
2013: EYA TAX-SHELTERED 403(B) 2013 401k membership
Total participants, beginning-of-year2013-07-011,652
Total number of active participants reported on line 7a of the Form 55002013-07-01594
Number of retired or separated participants receiving benefits2013-07-010
Number of other retired or separated participants entitled to future benefits2013-07-011,114
Total of all active and inactive participants2013-07-011,708
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-010
Total participants2013-07-011,708
Number of participants with account balances2013-07-011,137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-010
2012: EYA TAX-SHELTERED 403(B) 2012 401k membership
Total participants, beginning-of-year2012-07-01569
Total number of active participants reported on line 7a of the Form 55002012-07-01579
Number of retired or separated participants receiving benefits2012-07-010
Number of other retired or separated participants entitled to future benefits2012-07-0180
Total of all active and inactive participants2012-07-01659
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-010
Total participants2012-07-01659
Number of participants with account balances2012-07-01249
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-010
2011: EYA TAX-SHELTERED 403(B) 2011 401k membership
Total participants, beginning-of-year2011-07-01742
Total number of active participants reported on line 7a of the Form 55002011-07-01513
Number of retired or separated participants receiving benefits2011-07-010
Number of other retired or separated participants entitled to future benefits2011-07-0123
Total of all active and inactive participants2011-07-01536
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-010
Total participants2011-07-01536
Number of participants with account balances2011-07-0131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-010

Financial Data on EYA TAX-SHELTERED 403(B)

Measure Date Value
2022 : EYA TAX-SHELTERED 403(B) 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total income from all sources (including contributions)2022-06-30$1,393,058
Total loss/gain on sale of assets2022-06-30$0
Total of all expenses incurred2022-06-30$3,259,249
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$2,968,904
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$5,185,407
Value of total assets at end of year2022-06-30$27,380,806
Value of total assets at beginning of year2022-06-30$29,246,997
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$290,345
Total interest from all sources2022-06-30$126,452
Total dividends received (eg from common stock, registered investment company shares)2022-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30No
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$500,000
If this is an individual account plan, was there a blackout period2022-06-30No
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Contributions received from participants2022-06-30$3,320,814
Participant contributions at end of year2022-06-30$195,726
Participant contributions at beginning of year2022-06-30$207,852
Participant contributions at end of year2022-06-30$153,245
Participant contributions at beginning of year2022-06-30$119,505
Income. Received or receivable in cash from other sources (including rollovers)2022-06-30$927,847
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$-1,866,191
Value of net assets at end of year (total assets less liabilities)2022-06-30$27,380,806
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$29,246,997
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30No
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Investment advisory and management fees2022-06-30$49,498
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-06-30$21,755,657
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-06-30$24,187,274
Interest on participant loans2022-06-30$9,297
Interest earned on other investments2022-06-30$117,155
Value of interest in common/collective trusts at end of year2022-06-30$148
Value of interest in common/collective trusts at beginning of year2022-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-06-30$27,521
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-06-30$4,255,850
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-06-30$3,806,178
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-06-30$-3,918,801
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30No
Was there a failure to transmit to the plan any participant contributions2022-06-30No
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Contributions received in cash from employer2022-06-30$936,746
Employer contributions (assets) at end of year2022-06-30$992,659
Employer contributions (assets) at beginning of year2022-06-30$926,188
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$2,968,904
Contract administrator fees2022-06-30$240,847
Did the plan have assets held for investment2022-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-30No
Opinion of an independent qualified public accountant for this plan2022-06-30Unqualified
Accountancy firm name2022-06-30MAYER HOFFMAN MCCANN PC
Accountancy firm EIN2022-06-30431947695
2021 : EYA TAX-SHELTERED 403(B) 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total income from all sources (including contributions)2021-06-30$9,780,351
Total loss/gain on sale of assets2021-06-30$0
Total of all expenses incurred2021-06-30$2,521,204
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$2,275,283
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$3,904,926
Value of total assets at end of year2021-06-30$29,246,997
Value of total assets at beginning of year2021-06-30$21,987,850
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$245,921
Total interest from all sources2021-06-30$129,875
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Administrative expenses professional fees incurred2021-06-30$8,516
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$2,726,120
Participant contributions at end of year2021-06-30$207,852
Participant contributions at beginning of year2021-06-30$144,181
Participant contributions at end of year2021-06-30$119,505
Participant contributions at beginning of year2021-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2021-06-30$336,181
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$7,259,147
Value of net assets at end of year (total assets less liabilities)2021-06-30$29,246,997
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$21,987,850
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$36,193
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-06-30$24,187,274
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-06-30$17,335,686
Interest on participant loans2021-06-30$10,544
Interest earned on other investments2021-06-30$119,331
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-06-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-06-30$3,806,178
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-06-30$3,763,315
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-06-30$5,745,550
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30No
Was there a failure to transmit to the plan any participant contributions2021-06-30No
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Contributions received in cash from employer2021-06-30$842,625
Employer contributions (assets) at end of year2021-06-30$926,188
Employer contributions (assets) at beginning of year2021-06-30$744,668
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$2,275,283
Contract administrator fees2021-06-30$201,212
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Opinion of an independent qualified public accountant for this plan2021-06-30Unqualified
Accountancy firm name2021-06-30MAYER HOFFMAN MCCANN PC
Accountancy firm EIN2021-06-30431947695
2020 : EYA TAX-SHELTERED 403(B) 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$4,376,618
Total loss/gain on sale of assets2020-06-30$0
Total of all expenses incurred2020-06-30$1,832,776
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$1,615,624
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$3,499,628
Value of total assets at end of year2020-06-30$21,987,850
Value of total assets at beginning of year2020-06-30$19,444,008
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$217,152
Total interest from all sources2020-06-30$136,043
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Administrative expenses professional fees incurred2020-06-30$870
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$2,154,087
Participant contributions at end of year2020-06-30$144,181
Participant contributions at beginning of year2020-06-30$94,266
Participant contributions at end of year2020-06-30$0
Participant contributions at beginning of year2020-06-30$68,307
Income. Received or receivable in cash from other sources (including rollovers)2020-06-30$600,873
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$2,543,842
Value of net assets at end of year (total assets less liabilities)2020-06-30$21,987,850
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$19,444,008
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$7,928
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-06-30$17,335,686
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$14,665,949
Interest on participant loans2020-06-30$18,332
Interest earned on other investments2020-06-30$117,711
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-06-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-06-30$2,525
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-06-30$2,525
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-06-30$3,763,315
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-06-30$3,466,843
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-06-30$740,947
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30No
Was there a failure to transmit to the plan any participant contributions2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Contributions received in cash from employer2020-06-30$744,668
Employer contributions (assets) at end of year2020-06-30$744,668
Employer contributions (assets) at beginning of year2020-06-30$1,146,118
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$1,615,624
Contract administrator fees2020-06-30$208,354
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 name2020-06-30MAYER HOFFMAN MCCANN PC
Accountancy firm EIN2020-06-30431947695
2019 : EYA TAX-SHELTERED 403(B) 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total income from all sources (including contributions)2019-06-30$4,042,675
Total loss/gain on sale of assets2019-06-30$0
Total of all expenses incurred2019-06-30$1,307,404
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$1,168,411
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$3,060,583
Value of total assets at end of year2019-06-30$19,444,008
Value of total assets at beginning of year2019-06-30$16,708,737
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$138,993
Total interest from all sources2019-06-30$130,758
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Administrative expenses professional fees incurred2019-06-30$7,285
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$500,000
If this is an individual account plan, was there a blackout period2019-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-06-30$0
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Contributions received from participants2019-06-30$1,708,149
Participant contributions at end of year2019-06-30$94,266
Participant contributions at beginning of year2019-06-30$72,296
Participant contributions at end of year2019-06-30$68,307
Participant contributions at beginning of year2019-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2019-06-30$206,316
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$2,735,271
Value of net assets at end of year (total assets less liabilities)2019-06-30$19,444,008
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$16,708,737
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-06-30$14,665,949
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$12,334,957
Interest on participant loans2019-06-30$4,127
Interest earned on other investments2019-06-30$126,631
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-06-30$2,525
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-06-30$3,466,843
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-06-30$3,357,350
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-06-30$851,334
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30No
Was there a failure to transmit to the plan any participant contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Contributions received in cash from employer2019-06-30$1,146,118
Employer contributions (assets) at end of year2019-06-30$1,146,118
Employer contributions (assets) at beginning of year2019-06-30$944,134
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$1,168,411
Contract administrator fees2019-06-30$131,708
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30Yes
Opinion of an independent qualified public accountant for this plan2019-06-30Disclaimer
Accountancy firm name2019-06-30MAYER HOFFMAN MCCANN PC
Accountancy firm EIN2019-06-30431947695
2018 : EYA TAX-SHELTERED 403(B) 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$3,995,718
Total loss/gain on sale of assets2018-06-30$0
Total of all expenses incurred2018-06-30$1,623,855
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$1,540,011
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$2,714,058
Value of total assets at end of year2018-06-30$16,708,737
Value of total assets at beginning of year2018-06-30$14,336,874
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$83,844
Total interest from all sources2018-06-30$133,460
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Administrative expenses professional fees incurred2018-06-30$3,332
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$1,467,407
Participant contributions at end of year2018-06-30$72,296
Participant contributions at beginning of year2018-06-30$171,775
Participant contributions at end of year2018-06-30$0
Participant contributions at beginning of year2018-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2018-06-30$302,517
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$2,371,863
Value of net assets at end of year (total assets less liabilities)2018-06-30$16,708,737
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$14,336,874
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$825
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-06-30$12,334,957
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$10,159,382
Interest on participant loans2018-06-30$2,263
Interest earned on other investments2018-06-30$131,197
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-06-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-06-30$5
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-06-30$5
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-06-30$3,357,350
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-06-30$3,327,661
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-06-30$1,148,200
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30No
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Contributions received in cash from employer2018-06-30$944,134
Employer contributions (assets) at end of year2018-06-30$944,134
Employer contributions (assets) at beginning of year2018-06-30$678,051
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$1,540,011
Contract administrator fees2018-06-30$79,687
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 name2018-06-30MAYER HOFFMAN MCCANN PC
Accountancy firm EIN2018-06-30431947695
2017 : EYA TAX-SHELTERED 403(B) 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$4,277,894
Total loss/gain on sale of assets2017-06-30$0
Total of all expenses incurred2017-06-30$1,480,773
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$1,398,123
Expenses. Certain deemed distributions of participant loans2017-06-30$11,746
Value of total corrective distributions2017-06-30$20,002
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$2,863,258
Value of total assets at end of year2017-06-30$14,336,874
Value of total assets at beginning of year2017-06-30$11,539,753
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$50,902
Total interest from all sources2017-06-30$133,902
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$500,000
If this is an individual account plan, was there a blackout period2017-06-30No
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Contributions received from participants2017-06-30$1,055,083
Participant contributions at end of year2017-06-30$171,775
Participant contributions at beginning of year2017-06-30$157,423
Participant contributions at end of year2017-06-30$0
Participant contributions at beginning of year2017-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2017-06-30$1,130,124
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$2,797,121
Value of net assets at end of year (total assets less liabilities)2017-06-30$14,336,874
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$11,539,753
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-06-30$10,159,382
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$7,477,217
Interest on participant loans2017-06-30$16,224
Interest earned on other investments2017-06-30$117,673
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-06-30$5
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-06-30$24,407
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-06-30$24,407
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-06-30$5
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-06-30$3,327,661
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-06-30$3,392,889
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-06-30$1,280,734
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30No
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$678,051
Employer contributions (assets) at end of year2017-06-30$678,051
Employer contributions (assets) at beginning of year2017-06-30$487,817
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$1,398,123
Contract administrator fees2017-06-30$50,902
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 name2017-06-30CROWE HORWATH LLP
Accountancy firm EIN2017-06-30350921680
2016 : EYA TAX-SHELTERED 403(B) 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$1,394,756
Total loss/gain on sale of assets2016-06-30$0
Total of all expenses incurred2016-06-30$1,063,792
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$1,026,925
Expenses. Certain deemed distributions of participant loans2016-06-30$7,475
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$1,342,448
Value of total assets at end of year2016-06-30$11,539,753
Value of total assets at beginning of year2016-06-30$11,208,789
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$29,392
Total interest from all sources2016-06-30$122,736
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$500,000
If this is an individual account plan, was there a blackout period2016-06-30Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-06-30$0
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Contributions received from participants2016-06-30$528,597
Participant contributions at end of year2016-06-30$157,423
Participant contributions at beginning of year2016-06-30$192,651
Participant contributions at end of year2016-06-30$0
Participant contributions at beginning of year2016-06-30$17,479
Income. Received or receivable in cash from other sources (including rollovers)2016-06-30$326,034
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$330,964
Value of net assets at end of year (total assets less liabilities)2016-06-30$11,539,753
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$11,208,789
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$5,155
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$7,477,217
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$7,249,083
Interest on participant loans2016-06-30$1,671
Interest earned on other investments2016-06-30$121,065
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-06-30$24,407
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-06-30$3,392,889
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-06-30$3,749,576
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-06-30$-70,428
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30No
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$487,817
Employer contributions (assets) at end of year2016-06-30$487,817
Employer contributions (assets) at beginning of year2016-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$1,026,925
Contract administrator fees2016-06-30$24,237
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-06-30Yes
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30Yes
Opinion of an independent qualified public accountant for this plan2016-06-30Disclaimer
Accountancy firm name2016-06-30CROWE HORWATH LLP
Accountancy firm EIN2016-06-30350921680
2015 : EYA TAX-SHELTERED 403(B) 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total income from all sources (including contributions)2015-06-30$827,444
Total loss/gain on sale of assets2015-06-30$0
Total of all expenses incurred2015-06-30$1,121,656
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$1,108,117
Expenses. Certain deemed distributions of participant loans2015-06-30$-1,465
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$428,452
Value of total assets at end of year2015-06-30$11,208,789
Value of total assets at beginning of year2015-06-30$11,503,001
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$15,004
Total interest from all sources2015-06-30$137,031
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$61,871
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2015-06-30$61,871
Was this plan covered by a fidelity bond2015-06-30No
If this is an individual account plan, was there a blackout period2015-06-30No
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Contributions received from participants2015-06-30$387,041
Participant contributions at end of year2015-06-30$192,651
Participant contributions at beginning of year2015-06-30$194,055
Participant contributions at end of year2015-06-30$17,479
Participant contributions at beginning of year2015-06-30$12,949
Income. Received or receivable in cash from other sources (including rollovers)2015-06-30$41,411
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$-294,212
Value of net assets at end of year (total assets less liabilities)2015-06-30$11,208,789
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$11,503,001
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-06-30$7,249,083
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$7,323,339
Interest on participant loans2015-06-30$6,563
Interest earned on other investments2015-06-30$130,468
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-06-30$3,749,576
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-06-30$3,972,658
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-06-30$200,090
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30No
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$1,108,117
Contract administrator fees2015-06-30$15,004
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30Yes
Opinion of an independent qualified public accountant for this plan2015-06-30Disclaimer
Accountancy firm name2015-06-30CROWE HORWATH LLP
Accountancy firm EIN2015-06-30350921680
2014 : EYA TAX-SHELTERED 403(B) 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total income from all sources (including contributions)2014-06-30$1,730,730
Total loss/gain on sale of assets2014-06-30$0
Total of all expenses incurred2014-06-30$1,240,055
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$1,227,532
Expenses. Certain deemed distributions of participant loans2014-06-30$-258
Value of total corrective distributions2014-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$295,855
Value of total assets at end of year2014-06-30$11,490,052
Value of total assets at beginning of year2014-06-30$10,999,377
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$12,781
Total interest from all sources2014-06-30$153,410
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$29,493
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2014-06-30$29,493
Was this plan covered by a fidelity bond2014-06-30No
If this is an individual account plan, was there a blackout period2014-06-30No
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Contributions received from participants2014-06-30$293,888
Participant contributions at end of year2014-06-30$194,055
Participant contributions at beginning of year2014-06-30$250,900
Participant contributions at end of year2014-06-30$12,949
Income. Received or receivable in cash from other sources (including rollovers)2014-06-30$1,967
Total non interest bearing cash at beginning of year2014-06-30$8,241
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$490,675
Value of net assets at end of year (total assets less liabilities)2014-06-30$11,490,052
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$10,999,377
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-06-30$7,323,339
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$6,312,262
Interest on participant loans2014-06-30$6,491
Interest earned on other investments2014-06-30$146,919
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-06-30$3,972,658
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-06-30$4,418,476
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-06-30$1,251,972
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30No
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Employer contributions (assets) at beginning of year2014-06-30$9,498
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$1,227,532
Contract administrator fees2014-06-30$12,781
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-06-30No
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30Yes
Opinion of an independent qualified public accountant for this plan2014-06-30Disclaimer
Accountancy firm name2014-06-30CROWE HORWATH LLP
Accountancy firm EIN2014-06-30350921680
2013 : EYA TAX-SHELTERED 403(B) 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total income from all sources (including contributions)2013-06-30$1,646,863
Total loss/gain on sale of assets2013-06-30$0
Total of all expenses incurred2013-06-30$1,832,448
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$1,816,639
Expenses. Certain deemed distributions of participant loans2013-06-30$5,976
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$489,054
Value of total assets at end of year2013-06-30$10,999,377
Value of total assets at beginning of year2013-06-30$11,184,962
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$9,833
Total interest from all sources2013-06-30$171,208
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$10,569
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2013-06-30$10,569
Administrative expenses professional fees incurred2013-06-30$2,961
Was this plan covered by a fidelity bond2013-06-30No
If this is an individual account plan, was there a blackout period2013-06-30No
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Contributions received from participants2013-06-30$283,985
Participant contributions at end of year2013-06-30$250,900
Participant contributions at beginning of year2013-06-30$235,559
Income. Received or receivable in cash from other sources (including rollovers)2013-06-30$205,069
Administrative expenses (other) incurred2013-06-30$6,872
Total non interest bearing cash at end of year2013-06-30$8,241
Total non interest bearing cash at beginning of year2013-06-30$8,241
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$-185,585
Value of net assets at end of year (total assets less liabilities)2013-06-30$10,999,377
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$11,184,962
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-06-30$6,312,262
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-06-30$6,229,036
Interest on participant loans2013-06-30$6,497
Interest earned on other investments2013-06-30$164,711
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-06-30$4,418,476
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-06-30$4,702,628
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-06-30$976,032
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30No
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$0
Employer contributions (assets) at end of year2013-06-30$9,498
Employer contributions (assets) at beginning of year2013-06-30$9,498
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$1,816,639
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-06-30No
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30Yes
Opinion of an independent qualified public accountant for this plan2013-06-30Disclaimer
Accountancy firm name2013-06-30CARR, RIGGS & INGRAM, LLC
Accountancy firm EIN2013-06-30208076584
2012 : EYA TAX-SHELTERED 403(B) 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-06-30$0
Total transfer of assets to this plan2012-06-30$2,606,999
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total income from all sources (including contributions)2012-06-30$393,980
Total loss/gain on sale of assets2012-06-30$0
Total of all expenses incurred2012-06-30$2,076,196
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$2,007,138
Expenses. Certain deemed distributions of participant loans2012-06-30$59,550
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$453,285
Value of total assets at end of year2012-06-30$11,184,962
Value of total assets at beginning of year2012-06-30$10,260,179
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$9,508
Total interest from all sources2012-06-30$95,068
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$7,915
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2012-06-30$7,915
Was this plan covered by a fidelity bond2012-06-30No
If this is an individual account plan, was there a blackout period2012-06-30No
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Contributions received from participants2012-06-30$384,613
Participant contributions at end of year2012-06-30$235,559
Participant contributions at beginning of year2012-06-30$360,690
Income. Received or receivable in cash from other sources (including rollovers)2012-06-30$68,672
Total non interest bearing cash at end of year2012-06-30$8,241
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$-1,682,216
Value of net assets at end of year (total assets less liabilities)2012-06-30$11,184,962
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$10,260,179
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-06-30$6,229,036
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-06-30$6,858,616
Interest on participant loans2012-06-30$8,667
Interest earned on other investments2012-06-30$86,401
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-06-30$4,702,628
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-06-30$3,040,873
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-06-30$-162,288
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30No
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$0
Employer contributions (assets) at end of year2012-06-30$9,498
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$2,007,138
Contract administrator fees2012-06-30$9,508
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-06-30No
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30Yes
Opinion of an independent qualified public accountant for this plan2012-06-30Disclaimer
Accountancy firm name2012-06-30CARR, RIGGS & INGRAM, LLC
Accountancy firm EIN2012-06-30208076584

Form 5500 Responses for EYA TAX-SHELTERED 403(B)

2021: EYA TAX-SHELTERED 403(B) 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Submission has been amendedNo
2021-07-01This submission is the final filingNo
2021-07-01This return/report is a short plan year return/report (less than 12 months)No
2021-07-01Plan is a collectively bargained planNo
2021-07-01Plan funding arrangement – InsuranceYes
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement – InsuranceYes
2021-07-01Plan benefit arrangement - TrustYes
2020: EYA TAX-SHELTERED 403(B) 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: EYA TAX-SHELTERED 403(B) 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Submission has been amendedNo
2019-07-01This submission is the final filingNo
2019-07-01This return/report is a short plan year return/report (less than 12 months)No
2019-07-01Plan is a collectively bargained planNo
2019-07-01Plan funding arrangement – InsuranceYes
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement – InsuranceYes
2019-07-01Plan benefit arrangement - TrustYes
2018: EYA TAX-SHELTERED 403(B) 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Submission has been amendedNo
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planNo
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement – InsuranceYes
2018-07-01Plan benefit arrangement - TrustYes
2017: EYA TAX-SHELTERED 403(B) 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: EYA TAX-SHELTERED 403(B) 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedYes
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: EYA TAX-SHELTERED 403(B) 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: EYA TAX-SHELTERED 403(B) 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement – InsuranceYes
2014-07-01Plan benefit arrangement - TrustYes
2013: EYA TAX-SHELTERED 403(B) 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedYes
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement – InsuranceYes
2013-07-01Plan benefit arrangement - TrustYes
2012: EYA TAX-SHELTERED 403(B) 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement – InsuranceYes
2012-07-01Plan benefit arrangement - TrustYes
2011: EYA TAX-SHELTERED 403(B) 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01First time form 5500 has been submittedYes
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement – InsuranceYes
2011-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 62051-2
Policy instance 2
Insurance contract or identification numberMR 62051-2
Number of Individuals Covered2616
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number40188
Policy instance 1
Insurance contract or identification number40188
Number of Individuals Covered958
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Total amount of commissions paid to insurance brokerUSD $901
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 Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $901
Insurance broker organization code?3
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number40188
Policy instance 1
Insurance contract or identification number40188
Number of Individuals Covered982
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Total amount of commissions paid to insurance brokerUSD $859
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 Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $859
Insurance broker organization code?3
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 62051-2
Policy instance 2
Insurance contract or identification numberMR 62051-2
Number of Individuals Covered1742
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
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number40188
Policy instance 1
Insurance contract or identification number40188
Number of Individuals Covered1011
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Total amount of commissions paid to insurance brokerUSD $847
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 Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $847
Insurance broker organization code?3
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 62051-2
Policy instance 2
Insurance contract or identification numberMR 62051-2
Number of Individuals Covered1468
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 62051-2
Policy instance 2
Insurance contract or identification numberMR 62051-2
Number of Individuals Covered1432
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number40188
Policy instance 1
Insurance contract or identification number40188
Number of Individuals Covered1060
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Total amount of commissions paid to insurance brokerUSD $754
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 Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $754
Insurance broker organization code?3
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number40188
Policy instance 1
Insurance contract or identification number40188
Number of Individuals Covered1083
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $785
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 Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 62051-2
Policy instance 2
Insurance contract or identification numberMR 62051-2
Number of Individuals Covered1277
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number40188
Policy instance 1
Insurance contract or identification number40188
Number of Individuals Covered0
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
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 Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number40188
Policy instance 2
Insurance contract or identification number40188
Number of Individuals Covered1191
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Total amount of commissions paid to insurance brokerUSD $1,425
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 Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $362
Insurance broker organization code?3
Insurance broker nameFISCHER, TERESA R
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 62051-2
Policy instance 3
Insurance contract or identification numberMR 62051-2
Number of Individuals Covered1156
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
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
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number40188
Policy instance 1
Insurance contract or identification number40188
Number of Individuals Covered272
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number40188
Policy instance 2
Insurance contract or identification number40188
Number of Individuals Covered1238
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Total amount of commissions paid to insurance brokerUSD $1,500
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 Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $362
Insurance broker organization code?3
Insurance broker nameFISCHER, TERESA R
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number40188
Policy instance 2
Insurance contract or identification number40188
Number of Individuals Covered1315
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $1,939
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $341
Insurance broker organization code?3
Insurance broker nameSTUBBS, JANINE D
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number40188
Policy instance 1
Insurance contract or identification number40188
Number of Individuals Covered247
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number40188
Policy instance 1
Insurance contract or identification number40188
Number of Individuals Covered249
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number40188
Policy instance 2
Insurance contract or identification number40188
Number of Individuals Covered1422
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $1,868
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $338
Insurance broker organization code?3
Insurance broker nameBERLIN, JASON B
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number40188
Policy instance 1
Insurance contract or identification number40188
Number of Individuals Covered240
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number40188
Policy instance 2
Insurance contract or identification number40188
Number of Individuals Covered1391
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Total amount of commissions paid to insurance brokerUSD $4,458
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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