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CYPRESS COVE 403(B) PLAN 401k Plan overview

Plan NameCYPRESS COVE 403(B) PLAN
Plan identification number 001

CYPRESS COVE 403(B) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

CYPRESS COVE AT HEALTH PARK has sponsored the creation of one or more 401k plans.

Company Name:CYPRESS COVE AT HEALTH PARK
Employer identification number (EIN):650610085
NAIC Classification:623000
NAIC Description: Nursing and Residential Care Facilities

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CYPRESS COVE 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01DRUMMOND CAMEL2023-05-11
0012021-01-01DRUMMOND CAMEL2022-10-05
0012020-01-01DRUMMOND CAMEL2021-10-13
0012019-01-01DRUMMOND CAMEL2020-10-07
0012018-01-01DRUMMOND CAMEL2019-10-14
0012017-01-01
0012016-01-01DRUMMOND CAMEL
0012015-01-01DRUMMOND CAMEL
0012014-01-01DRUMMOND CAMEL
0012013-01-01DRUMMOND CAMEL
0012012-01-01DRUMMOND CAMEL
0012011-01-01DRUMMOND CAMEL
0012010-01-01DRUMMOND CAMEL
0012009-01-01DRUMMOND CAMEL DRUMMOND CAMEL2010-10-14

Plan Statistics for CYPRESS COVE 403(B) PLAN

401k plan membership statisitcs for CYPRESS COVE 403(B) PLAN

Measure Date Value
2022: CYPRESS COVE 403(B) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01155
Total number of active participants reported on line 7a of the Form 55002022-01-010
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-010
Number of participants with account balances2022-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: CYPRESS COVE 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01768
Total number of active participants reported on line 7a of the Form 55002021-01-010
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01155
Total of all active and inactive participants2021-01-01155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01155
Number of participants with account balances2021-01-01155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0114
2020: CYPRESS COVE 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01660
Total number of active participants reported on line 7a of the Form 55002020-01-01564
Number of retired or separated participants receiving benefits2020-01-011
Number of other retired or separated participants entitled to future benefits2020-01-01202
Total of all active and inactive participants2020-01-01767
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01768
Number of participants with account balances2020-01-01740
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0155
2019: CYPRESS COVE 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01836
Total number of active participants reported on line 7a of the Form 55002019-01-01488
Number of retired or separated participants receiving benefits2019-01-011
Number of other retired or separated participants entitled to future benefits2019-01-01171
Total of all active and inactive participants2019-01-01660
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01660
Number of participants with account balances2019-01-01629
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-01102
2018: CYPRESS COVE 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01481
Total number of active participants reported on line 7a of the Form 55002018-01-01430
Number of retired or separated participants receiving benefits2018-01-011
Number of other retired or separated participants entitled to future benefits2018-01-01405
Total of all active and inactive participants2018-01-01836
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01836
Number of participants with account balances2018-01-01800
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0157
2017: CYPRESS COVE 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01465
Total number of active participants reported on line 7a of the Form 55002017-01-01411
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0170
Total of all active and inactive participants2017-01-01481
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01481
Number of participants with account balances2017-01-01394
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0165
2016: CYPRESS COVE 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01460
Total number of active participants reported on line 7a of the Form 55002016-01-01420
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0145
Total of all active and inactive participants2016-01-01465
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01465
Number of participants with account balances2016-01-01363
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0143
2015: CYPRESS COVE 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01422
Total number of active participants reported on line 7a of the Form 55002015-01-01383
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0176
Total of all active and inactive participants2015-01-01459
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-01460
Number of participants with account balances2015-01-01346
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0130
2014: CYPRESS COVE 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01379
Total number of active participants reported on line 7a of the Form 55002014-01-01382
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0140
Total of all active and inactive participants2014-01-01422
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01422
Number of participants with account balances2014-01-01329
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0122
2013: CYPRESS COVE 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01318
Total number of active participants reported on line 7a of the Form 55002013-01-01348
Number of retired or separated participants receiving benefits2013-01-011
Number of other retired or separated participants entitled to future benefits2013-01-0130
Total of all active and inactive participants2013-01-01379
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01379
Number of participants with account balances2013-01-01281
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0125
2012: CYPRESS COVE 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01333
Total number of active participants reported on line 7a of the Form 55002012-01-01292
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0126
Total of all active and inactive participants2012-01-01318
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01318
Number of participants with account balances2012-01-01258
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0115
2011: CYPRESS COVE 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01300
Total number of active participants reported on line 7a of the Form 55002011-01-01280
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0153
Total of all active and inactive participants2011-01-01333
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01333
Number of participants with account balances2011-01-01272
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0114
2010: CYPRESS COVE 403(B) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01316
Total number of active participants reported on line 7a of the Form 55002010-01-01294
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-016
Total of all active and inactive participants2010-01-01300
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01300
Number of participants with account balances2010-01-01230
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-016
2009: CYPRESS COVE 403(B) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01268
Total number of active participants reported on line 7a of the Form 55002009-01-01269
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0142
Total of all active and inactive participants2009-01-01311
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01311
Number of participants with account balances2009-01-01161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0156

Financial Data on CYPRESS COVE 403(B) PLAN

Measure Date Value
2022 : CYPRESS COVE 403(B) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-07-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-07-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-07-31$0
Total income from all sources (including contributions)2022-07-31$-1
Total loss/gain on sale of assets2022-07-31$0
Total of all expenses incurred2022-07-31$3,603
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-07-31$1,845
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-07-31$0
Value of total assets at end of year2022-07-31$0
Value of total assets at beginning of year2022-07-31$3,604
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-07-31$1,758
Total interest from all sources2022-07-31$0
Total dividends received (eg from common stock, registered investment company shares)2022-07-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-07-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2022-07-31$0
Was this plan covered by a fidelity bond2022-07-31Yes
Value of fidelity bond cover2022-07-31$1,000,000
If this is an individual account plan, was there a blackout period2022-07-31No
Were there any nonexempt tranactions with any party-in-interest2022-07-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-07-31No
Value of net income/loss2022-07-31$-3,604
Value of net assets at end of year (total assets less liabilities)2022-07-31$0
Value of net assets at beginning of year (total assets less liabilities)2022-07-31$3,604
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-07-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-07-31No
Were any leases to which the plan was party in default or uncollectible2022-07-31No
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-07-31$3,604
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-07-31$-1
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-07-31No
Was there a failure to transmit to the plan any participant contributions2022-07-31Yes
Has the plan failed to provide any benefit when due under the plan2022-07-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-07-31$1,845
Contract administrator fees2022-07-31$1,758
Did the plan have assets held for investment2022-07-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-07-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-07-31Yes
Opinion of an independent qualified public accountant for this plan2022-07-31Unqualified
Accountancy firm name2022-07-31HUGHES, SNELL & COMPANY
Accountancy firm EIN2022-07-31592309183
2021 : CYPRESS COVE 403(B) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$2,142,261
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$11,158,192
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$11,039,955
Expenses. Certain deemed distributions of participant loans2021-12-31$-7,342
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$991,574
Value of total assets at end of year2021-12-31$3,604
Value of total assets at beginning of year2021-12-31$9,019,535
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$125,579
Total interest from all sources2021-12-31$35,090
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$375,347
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$375,347
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$673,025
Participant contributions at beginning of year2021-12-31$403,730
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$2,286
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-9,015,931
Value of net assets at end of year (total assets less liabilities)2021-12-31$3,604
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$9,019,535
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$3,604
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$7,498,112
Interest on participant loans2021-12-31$11,400
Interest earned on other investments2021-12-31$23,690
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$1,117,693
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$740,250
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$316,263
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$11,039,955
Contract administrator fees2021-12-31$125,579
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
2020 : CYPRESS COVE 403(B) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$2,384,883
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,123,042
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,039,923
Expenses. Certain deemed distributions of participant loans2020-12-31$7,342
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,414,248
Value of total assets at end of year2020-12-31$9,019,535
Value of total assets at beginning of year2020-12-31$7,757,694
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$75,777
Total interest from all sources2020-12-31$41,582
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$344,071
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$344,071
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$804,153
Participant contributions at end of year2020-12-31$403,730
Participant contributions at beginning of year2020-12-31$344,545
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$248,148
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,261,841
Value of net assets at end of year (total assets less liabilities)2020-12-31$9,019,535
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$7,757,694
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$7,498,112
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$6,592,557
Interest on participant loans2020-12-31$17,560
Interest earned on other investments2020-12-31$24,022
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$1,117,693
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$820,592
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$584,982
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$361,947
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,039,923
Contract administrator fees2020-12-31$75,777
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31HUGHES, SNELL & COMPANY
Accountancy firm EIN2020-12-31592309183
2019 : CYPRESS COVE 403(B) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$3,315
Total income from all sources (including contributions)2019-12-31$2,392,366
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,209,027
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,119,578
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,118,573
Value of total assets at end of year2019-12-31$7,757,694
Value of total assets at beginning of year2019-12-31$6,577,670
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$89,449
Total interest from all sources2019-12-31$22,346
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$297,751
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$297,751
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$719,576
Participant contributions at end of year2019-12-31$344,545
Participant contributions at beginning of year2019-12-31$297,428
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$84,852
Liabilities. Value of operating payables at beginning of year2019-12-31$3,315
Total non interest bearing cash at beginning of year2019-12-31$4,199
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$1,183,339
Value of net assets at end of year (total assets less liabilities)2019-12-31$7,757,694
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$6,574,355
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$6,592,557
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$5,530,934
Interest on participant loans2019-12-31$1,554
Interest earned on other investments2019-12-31$20,792
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$820,592
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$745,109
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$953,696
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$314,145
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,119,578
Contract administrator fees2019-12-31$89,449
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31HUGHES, SNELL & COMPANY
Accountancy firm EIN2019-12-31592309183
2018 : CYPRESS COVE 403(B) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$3,315
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$907,606
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$469,769
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$403,488
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,149,999
Value of total assets at end of year2018-12-31$6,577,670
Value of total assets at beginning of year2018-12-31$6,136,518
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$66,281
Total interest from all sources2018-12-31$29,576
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$358,051
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$358,051
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$679,688
Participant contributions at end of year2018-12-31$297,428
Participant contributions at beginning of year2018-12-31$273,219
Participant contributions at beginning of year2018-12-31$3,086
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$29,714
Liabilities. Value of operating payables at end of year2018-12-31$3,315
Total non interest bearing cash at end of year2018-12-31$4,199
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$437,837
Value of net assets at end of year (total assets less liabilities)2018-12-31$6,574,355
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$6,136,518
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$5,530,934
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$5,207,173
Interest on participant loans2018-12-31$11,847
Interest earned on other investments2018-12-31$17,729
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$745,109
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$651,548
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-630,020
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$440,597
Employer contributions (assets) at beginning of year2018-12-31$1,492
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$403,488
Contract administrator fees2018-12-31$66,281
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31CLIFTON LARSON ALLEN LLP
Accountancy firm EIN2018-12-31410746749
2017 : CYPRESS COVE 403(B) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$1,777,339
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$742,973
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$683,735
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$983,467
Value of total assets at end of year2017-12-31$6,136,518
Value of total assets at beginning of year2017-12-31$5,102,152
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$59,238
Total interest from all sources2017-12-31$24,533
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$265,162
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$265,162
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$606,032
Participant contributions at end of year2017-12-31$273,219
Participant contributions at beginning of year2017-12-31$361,952
Participant contributions at end of year2017-12-31$3,086
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$101,919
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,034,366
Value of net assets at end of year (total assets less liabilities)2017-12-31$6,136,518
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$5,102,152
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$5,207,173
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$4,157,029
Interest on participant loans2017-12-31$10,525
Interest earned on other investments2017-12-31$14,008
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$651,548
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$583,171
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$504,177
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$275,516
Employer contributions (assets) at end of year2017-12-31$1,492
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$683,735
Contract administrator fees2017-12-31$59,238
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31CLIFTON LARSON ALLEN LLP
Accountancy firm EIN2017-12-31410746749
2016 : CYPRESS COVE 403(B) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$1,195,348
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$706,373
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$647,733
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$843,594
Value of total assets at end of year2016-12-31$5,102,152
Value of total assets at beginning of year2016-12-31$4,613,177
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$58,640
Total interest from all sources2016-12-31$23,359
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$151,379
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$151,379
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$578,326
Participant contributions at end of year2016-12-31$361,952
Participant contributions at beginning of year2016-12-31$300,987
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$11,844
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$488,975
Value of net assets at end of year (total assets less liabilities)2016-12-31$5,102,152
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$4,613,177
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$4,157,029
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$3,767,477
Interest on participant loans2016-12-31$10,689
Interest earned on other investments2016-12-31$12,670
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$583,171
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$544,713
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$177,016
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$253,424
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$647,733
Contract administrator fees2016-12-31$58,640
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31CLIFTON LARSON ALLEN LLP
Accountancy firm EIN2016-12-31410746749
2015 : CYPRESS COVE 403(B) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$746,980
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$475,740
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$427,280
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$725,627
Value of total assets at end of year2015-12-31$4,613,177
Value of total assets at beginning of year2015-12-31$4,341,937
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$48,460
Total interest from all sources2015-12-31$21,116
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$190,444
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$190,444
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$500,325
Participant contributions at end of year2015-12-31$300,987
Participant contributions at beginning of year2015-12-31$268,435
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$3,276
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$271,240
Value of net assets at end of year (total assets less liabilities)2015-12-31$4,613,177
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$4,341,937
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$3,767,477
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$3,539,077
Interest on participant loans2015-12-31$9,147
Interest earned on other investments2015-12-31$11,969
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$544,713
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$534,425
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-190,207
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$222,026
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$427,280
Contract administrator fees2015-12-31$48,460
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31CLIFTON LARSON ALLEN LLP
Accountancy firm EIN2015-12-31410746749
2014 : CYPRESS COVE 403(B) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$1,025,097
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$500,702
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$455,530
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$756,727
Value of total assets at end of year2014-12-31$4,341,937
Value of total assets at beginning of year2014-12-31$3,817,542
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$45,172
Total interest from all sources2014-12-31$19,108
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$503,392
Participant contributions at end of year2014-12-31$268,435
Participant contributions at beginning of year2014-12-31$172,961
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$31,296
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$524,395
Value of net assets at end of year (total assets less liabilities)2014-12-31$4,341,937
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$3,817,542
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$3,539,077
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$3,118,384
Interest on participant loans2014-12-31$6,346
Interest earned on other investments2014-12-31$12,762
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$534,425
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$526,197
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$249,262
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$222,039
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$455,530
Contract administrator fees2014-12-31$45,172
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31CLIFTON LARSON ALLEN LLP
Accountancy firm EIN2014-12-31410746749
2013 : CYPRESS COVE 403(B) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$783
Total income from all sources (including contributions)2013-12-31$1,153,154
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$456,522
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$415,489
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$684,071
Value of total assets at end of year2013-12-31$3,817,542
Value of total assets at beginning of year2013-12-31$3,121,693
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$41,033
Total interest from all sources2013-12-31$18,474
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$447,752
Participant contributions at end of year2013-12-31$172,961
Participant contributions at beginning of year2013-12-31$162,635
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$37,875
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$783
Total non interest bearing cash at beginning of year2013-12-31$783
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$696,632
Value of net assets at end of year (total assets less liabilities)2013-12-31$3,817,542
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$3,120,910
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$3,118,384
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$2,502,075
Interest on participant loans2013-12-31$5,685
Interest earned on other investments2013-12-31$12,789
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$526,197
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$456,200
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$450,609
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$198,444
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$415,489
Contract administrator fees2013-12-31$41,033
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31CLIFTON LARSON ALLEN LLP
Accountancy firm EIN2013-12-31410746749
2012 : CYPRESS COVE 403(B) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$783
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$785
Total income from all sources (including contributions)2012-12-31$930,443
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$220,395
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$185,489
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$668,431
Value of total assets at end of year2012-12-31$3,121,693
Value of total assets at beginning of year2012-12-31$2,411,647
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$34,906
Total interest from all sources2012-12-31$4,365
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$77,107
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$77,107
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$467,652
Participant contributions at end of year2012-12-31$162,635
Participant contributions at beginning of year2012-12-31$106,008
Participant contributions at end of year2012-12-31$0
Participant contributions at beginning of year2012-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$69
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$783
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$785
Other income not declared elsewhere2012-12-31$3,633
Total non interest bearing cash at end of year2012-12-31$783
Total non interest bearing cash at beginning of year2012-12-31$536
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$710,048
Value of net assets at end of year (total assets less liabilities)2012-12-31$3,120,910
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$2,410,862
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$2,502,075
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$1,886,756
Interest on participant loans2012-12-31$4,238
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$418,347
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$418,347
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$127
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$456,200
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$176,907
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$200,710
Employer contributions (assets) at end of year2012-12-31$0
Employer contributions (assets) at beginning of year2012-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$185,489
Contract administrator fees2012-12-31$34,906
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31CLIFTONLARSONALLEN, LLP
Accountancy firm EIN2012-12-31410746749
2011 : CYPRESS COVE 403(B) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$785
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$26,024
Total income from all sources (including contributions)2011-12-31$661,321
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$221,066
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$189,859
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$639,221
Value of total assets at end of year2011-12-31$2,411,647
Value of total assets at beginning of year2011-12-31$1,996,631
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$31,207
Total interest from all sources2011-12-31$2,753
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$80,757
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$80,757
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$443,422
Participant contributions at end of year2011-12-31$106,008
Participant contributions at beginning of year2011-12-31$65,456
Participant contributions at end of year2011-12-31$0
Participant contributions at beginning of year2011-12-31$16,933
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$6,837
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$1,458
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$785
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$26,024
Total non interest bearing cash at end of year2011-12-31$536
Total non interest bearing cash at beginning of year2011-12-31$511
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$440,255
Value of net assets at end of year (total assets less liabilities)2011-12-31$2,410,862
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$1,970,607
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$1,886,756
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$1,612,650
Interest on participant loans2011-12-31$2,596
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$418,347
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$292,870
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$292,870
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$157
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-61,410
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$188,962
Employer contributions (assets) at end of year2011-12-31$0
Employer contributions (assets) at beginning of year2011-12-31$6,753
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$189,859
Contract administrator fees2011-12-31$31,207
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2011-12-31410746749
2010 : CYPRESS COVE 403(B) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$26,024
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$814,936
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$127,993
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$114,398
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$622,777
Value of total assets at end of year2010-12-31$1,996,631
Value of total assets at beginning of year2010-12-31$1,283,664
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$13,595
Total interest from all sources2010-12-31$2,111
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$57,592
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$57,592
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$433,240
Participant contributions at end of year2010-12-31$65,456
Participant contributions at beginning of year2010-12-31$34,914
Participant contributions at end of year2010-12-31$16,933
Participant contributions at beginning of year2010-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$11,151
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$1,458
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$26,024
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$0
Total non interest bearing cash at end of year2010-12-31$511
Total non interest bearing cash at beginning of year2010-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$686,943
Value of net assets at end of year (total assets less liabilities)2010-12-31$1,970,607
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$1,283,664
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$1,612,650
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$1,043,155
Interest on participant loans2010-12-31$2,012
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$292,870
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$99
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$205,595
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$132,456
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$178,386
Employer contributions (assets) at end of year2010-12-31$6,753
Employer contributions (assets) at beginning of year2010-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$114,398
Contract administrator fees2010-12-31$13,595
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31HUGHES, SNELL & CO., P.A.
Accountancy firm EIN2010-12-31592309183
2009 : CYPRESS COVE 403(B) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for CYPRESS COVE 403(B) PLAN

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

Insurance Providers Used on plan

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number807659
Policy instance 1
Insurance contract or identification number807659
Number of Individuals Covered155
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number807659
Policy instance 1
Insurance contract or identification number807659
Number of Individuals Covered768
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number807659
Policy instance 1
Insurance contract or identification number807659
Number of Individuals Covered660
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?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
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number807659
Policy instance 1
Insurance contract or identification number807659
Number of Individuals Covered836
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?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
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number807659
Policy instance 1
Insurance contract or identification number807659
Number of Individuals Covered481
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?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
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number807659
Policy instance 1
Insurance contract or identification number807659
Number of Individuals Covered460
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit 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
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number807659
Policy instance 1
Insurance contract or identification number807659
Number of Individuals Covered422
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?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
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number807659
Policy instance 1
Insurance contract or identification number807659
Number of Individuals Covered379
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?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
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number807659
Policy instance 1
Insurance contract or identification number807659
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?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
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number441463
Policy instance 1
Insurance contract or identification number441463
Number of Individuals Covered0
Insurance policy start date2010-01-01
Insurance policy end date2010-11-15
Total amount of commissions paid to insurance brokerUSD $994
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $994
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameGARY PICKEL

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