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SUNBEAM FAMILY SERVICES 403(B) THRIFT PLAN 401k Plan overview

Plan NameSUNBEAM FAMILY SERVICES 403(B) THRIFT PLAN
Plan identification number 003

SUNBEAM FAMILY SERVICES 403(B) THRIFT PLAN Benefits

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

SUNBEAM FAMILY SERVICES, INC. has sponsored the creation of one or more 401k plans.

Company Name:SUNBEAM FAMILY SERVICES, INC.
Employer identification number (EIN):730590119
NAIC Classification:624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SUNBEAM FAMILY SERVICES 403(B) THRIFT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032021-07-01STEPHANIE L. BAILEY2023-04-02
0032020-07-01STEPHANIE L. BAILEY2022-04-12
0032019-07-01TRACIE STEPHENSON2021-03-22
0032018-07-01TRACIE STEPHENSON2020-03-22
0032017-07-01
0032016-07-01
0032015-07-01TRACIE STEPHENSON
0032014-07-01TRACIE STEPHENSON
0032013-07-01TRACIE STEPHENSON
0032012-07-01RAY BITSCHE
0032011-07-01RAY BITSCHE
0032010-07-01RAY BITSCHE
0032009-07-01JENNIFER DEBRULER
0032009-07-01RAY BITSCHE

Plan Statistics for SUNBEAM FAMILY SERVICES 403(B) THRIFT PLAN

401k plan membership statisitcs for SUNBEAM FAMILY SERVICES 403(B) THRIFT PLAN

Measure Date Value
2021: SUNBEAM FAMILY SERVICES 403(B) THRIFT PLAN 2021 401k membership
Total participants, beginning-of-year2021-07-01289
Total number of active participants reported on line 7a of the Form 55002021-07-01192
Number of retired or separated participants receiving benefits2021-07-010
Number of other retired or separated participants entitled to future benefits2021-07-0192
Total of all active and inactive participants2021-07-01284
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-010
Total participants2021-07-01284
Number of participants with account balances2021-07-01243
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-0122
2020: SUNBEAM FAMILY SERVICES 403(B) THRIFT PLAN 2020 401k membership
Total participants, beginning-of-year2020-07-01344
Total number of active participants reported on line 7a of the Form 55002020-07-01212
Number of retired or separated participants receiving benefits2020-07-010
Number of other retired or separated participants entitled to future benefits2020-07-0177
Total of all active and inactive participants2020-07-01289
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-010
Total participants2020-07-01289
Number of participants with account balances2020-07-01254
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-0118
2019: SUNBEAM FAMILY SERVICES 403(B) THRIFT PLAN 2019 401k membership
Total participants, beginning-of-year2019-07-01241
Total number of active participants reported on line 7a of the Form 55002019-07-01216
Number of retired or separated participants receiving benefits2019-07-010
Number of other retired or separated participants entitled to future benefits2019-07-01128
Total of all active and inactive participants2019-07-01344
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-010
Total participants2019-07-01344
Number of participants with account balances2019-07-01306
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-016
2018: SUNBEAM FAMILY SERVICES 403(B) THRIFT PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-01244
Total number of active participants reported on line 7a of the Form 55002018-07-01173
Number of retired or separated participants receiving benefits2018-07-010
Number of other retired or separated participants entitled to future benefits2018-07-0167
Total of all active and inactive participants2018-07-01240
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-010
Total participants2018-07-01240
Number of participants with account balances2018-07-01200
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-0110
2017: SUNBEAM FAMILY SERVICES 403(B) THRIFT PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-01254
Total number of active participants reported on line 7a of the Form 55002017-07-01165
Number of retired or separated participants receiving benefits2017-07-010
Number of other retired or separated participants entitled to future benefits2017-07-0179
Total of all active and inactive participants2017-07-01244
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-010
Total participants2017-07-01244
Number of participants with account balances2017-07-01205
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-018
2016: SUNBEAM FAMILY SERVICES 403(B) THRIFT PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-01246
Total number of active participants reported on line 7a of the Form 55002016-07-01165
Number of retired or separated participants receiving benefits2016-07-010
Number of other retired or separated participants entitled to future benefits2016-07-0188
Total of all active and inactive participants2016-07-01253
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-011
Total participants2016-07-01254
Number of participants with account balances2016-07-01198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-0113
2015: SUNBEAM FAMILY SERVICES 403(B) THRIFT PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-01219
Total number of active participants reported on line 7a of the Form 55002015-07-01174
Number of retired or separated participants receiving benefits2015-07-011
Number of other retired or separated participants entitled to future benefits2015-07-0171
Total of all active and inactive participants2015-07-01246
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-010
Total participants2015-07-01246
Number of participants with account balances2015-07-01200
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-017
2014: SUNBEAM FAMILY SERVICES 403(B) THRIFT PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-01192
Total number of active participants reported on line 7a of the Form 55002014-07-01136
Number of retired or separated participants receiving benefits2014-07-011
Number of other retired or separated participants entitled to future benefits2014-07-0181
Total of all active and inactive participants2014-07-01218
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-010
Total participants2014-07-01218
Number of participants with account balances2014-07-01170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-0111
2013: SUNBEAM FAMILY SERVICES 403(B) THRIFT PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-01191
Total number of active participants reported on line 7a of the Form 55002013-07-01128
Number of retired or separated participants receiving benefits2013-07-011
Number of other retired or separated participants entitled to future benefits2013-07-0163
Total of all active and inactive participants2013-07-01192
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-010
Total participants2013-07-01192
Number of participants with account balances2013-07-01147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-0112
2012: SUNBEAM FAMILY SERVICES 403(B) THRIFT PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-01191
Total number of active participants reported on line 7a of the Form 55002012-07-01129
Number of retired or separated participants receiving benefits2012-07-011
Number of other retired or separated participants entitled to future benefits2012-07-0160
Total of all active and inactive participants2012-07-01190
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-010
Total participants2012-07-01190
Number of participants with account balances2012-07-01151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-0114
2011: SUNBEAM FAMILY SERVICES 403(B) THRIFT PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-01183
Total number of active participants reported on line 7a of the Form 55002011-07-01138
Number of retired or separated participants receiving benefits2011-07-011
Number of other retired or separated participants entitled to future benefits2011-07-0150
Total of all active and inactive participants2011-07-01189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-010
Total participants2011-07-01189
Number of participants with account balances2011-07-01139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-0117
2010: SUNBEAM FAMILY SERVICES 403(B) THRIFT PLAN 2010 401k membership
Total participants, beginning-of-year2010-07-01184
Total number of active participants reported on line 7a of the Form 55002010-07-01140
Number of retired or separated participants receiving benefits2010-07-010
Number of other retired or separated participants entitled to future benefits2010-07-0143
Total of all active and inactive participants2010-07-01183
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-07-010
Total participants2010-07-01183
Number of participants with account balances2010-07-01123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-07-0113
2009: SUNBEAM FAMILY SERVICES 403(B) THRIFT PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-01166
Total number of active participants reported on line 7a of the Form 55002009-07-01154
Number of retired or separated participants receiving benefits2009-07-010
Number of other retired or separated participants entitled to future benefits2009-07-0130
Total of all active and inactive participants2009-07-01184
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-010
Total participants2009-07-01184
Number of participants with account balances2009-07-01105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-0110

Financial Data on SUNBEAM FAMILY SERVICES 403(B) THRIFT PLAN

Measure Date Value
2022 : SUNBEAM FAMILY SERVICES 403(B) THRIFT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total income from all sources (including contributions)2022-06-30$-106,889
Total loss/gain on sale of assets2022-06-30$0
Total of all expenses incurred2022-06-30$454,868
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$411,803
Value of total corrective distributions2022-06-30$966
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$686,088
Value of total assets at end of year2022-06-30$4,740,431
Value of total assets at beginning of year2022-06-30$5,302,188
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$42,099
Total interest from all sources2022-06-30$11,877
Total dividends received (eg from common stock, registered investment company shares)2022-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30No
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$500,000
If this is an individual account plan, was there a blackout period2022-06-30No
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Contributions received from participants2022-06-30$435,084
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$-561,757
Value of net assets at end of year (total assets less liabilities)2022-06-30$4,740,431
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$5,302,188
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30No
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-06-30$4,211,029
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-06-30$4,765,755
Interest earned on other investments2022-06-30$11,877
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-06-30$529,402
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-06-30$536,433
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-06-30$-804,854
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30No
Was there a failure to transmit to the plan any participant contributions2022-06-30No
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Contributions received in cash from employer2022-06-30$251,004
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$411,803
Contract administrator fees2022-06-30$42,099
Did the plan have assets held for investment2022-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-30No
Opinion of an independent qualified public accountant for this plan2022-06-30Unqualified
Accountancy firm name2022-06-30SMITH, CARNEY & CO.
Accountancy firm EIN2022-06-30731225615
2021 : SUNBEAM FAMILY SERVICES 403(B) THRIFT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total income from all sources (including contributions)2021-06-30$1,898,553
Total loss/gain on sale of assets2021-06-30$0
Total of all expenses incurred2021-06-30$324,888
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$283,921
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$648,957
Value of total assets at end of year2021-06-30$5,302,188
Value of total assets at beginning of year2021-06-30$3,728,523
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$40,967
Total interest from all sources2021-06-30$10,647
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$500,000
If this is an individual account plan, was there a blackout period2021-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-06-30$0
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Contributions received from participants2021-06-30$416,523
Income. Received or receivable in cash from other sources (including rollovers)2021-06-30$6,934
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$1,573,665
Value of net assets at end of year (total assets less liabilities)2021-06-30$5,302,188
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$3,728,523
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-06-30$4,765,755
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-06-30$3,310,260
Interest earned on other investments2021-06-30$10,647
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-06-30$536,433
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-06-30$418,263
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-06-30$1,238,949
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30No
Was there a failure to transmit to the plan any participant contributions2021-06-30No
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Contributions received in cash from employer2021-06-30$225,500
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$283,921
Contract administrator fees2021-06-30$40,967
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Opinion of an independent qualified public accountant for this plan2021-06-30Unqualified
Accountancy firm name2021-06-30SMITH, CARNEY & CO.
Accountancy firm EIN2021-06-30731225615
2020 : SUNBEAM FAMILY SERVICES 403(B) THRIFT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total income from all sources (including contributions)2020-06-30$744,746
Total loss/gain on sale of assets2020-06-30$0
Total of all expenses incurred2020-06-30$359,384
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$328,335
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$561,362
Value of total assets at end of year2020-06-30$3,728,523
Value of total assets at beginning of year2020-06-30$3,343,161
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$31,049
Total interest from all sources2020-06-30$10,611
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$500,000
If this is an individual account plan, was there a blackout period2020-06-30No
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Contributions received from participants2020-06-30$363,026
Total non interest bearing cash at beginning of year2020-06-30$2
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$385,362
Value of net assets at end of year (total assets less liabilities)2020-06-30$3,728,523
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$3,343,161
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-06-30$3,310,260
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$2,939,438
Interest earned on other investments2020-06-30$10,611
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-06-30$418,263
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-06-30$403,721
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-06-30$172,773
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30No
Was there a failure to transmit to the plan any participant contributions2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Contributions received in cash from employer2020-06-30$198,336
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$328,335
Contract administrator fees2020-06-30$31,049
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30Yes
Opinion of an independent qualified public accountant for this plan2020-06-30Disclaimer
Accountancy firm name2020-06-30SMITH, CARNEY & CO.
Accountancy firm EIN2020-06-30731225615
2019 : SUNBEAM FAMILY SERVICES 403(B) THRIFT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total income from all sources (including contributions)2019-06-30$628,016
Total loss/gain on sale of assets2019-06-30$0
Total of all expenses incurred2019-06-30$278,962
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$239,822
Value of total corrective distributions2019-06-30$2,745
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$438,210
Value of total assets at end of year2019-06-30$3,343,161
Value of total assets at beginning of year2019-06-30$2,994,107
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$36,395
Total interest from all sources2019-06-30$9,911
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$500,000
If this is an individual account plan, was there a blackout period2019-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-06-30$0
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Contributions received from participants2019-06-30$279,030
Total non interest bearing cash at end of year2019-06-30$2
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$349,054
Value of net assets at end of year (total assets less liabilities)2019-06-30$3,343,161
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$2,994,107
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-06-30$2,939,438
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$2,636,515
Interest earned on other investments2019-06-30$9,911
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-06-30$403,721
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-06-30$357,592
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-06-30$179,895
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30No
Was there a failure to transmit to the plan any participant contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Contributions received in cash from employer2019-06-30$159,180
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$239,822
Contract administrator fees2019-06-30$36,395
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30Yes
Opinion of an independent qualified public accountant for this plan2019-06-30Disclaimer
Accountancy firm name2019-06-30SMITH, CARNEY & CO
Accountancy firm EIN2019-06-30731225615
2018 : SUNBEAM FAMILY SERVICES 403(B) THRIFT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total income from all sources (including contributions)2018-06-30$732,935
Total loss/gain on sale of assets2018-06-30$0
Total of all expenses incurred2018-06-30$351,720
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$314,214
Value of total corrective distributions2018-06-30$3,322
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$447,046
Value of total assets at end of year2018-06-30$2,994,107
Value of total assets at beginning of year2018-06-30$2,612,892
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$34,184
Total interest from all sources2018-06-30$7,900
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$117,723
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2018-06-30$117,723
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$500,000
If this is an individual account plan, was there a blackout period2018-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-06-30$0
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Contributions received from participants2018-06-30$259,232
Income. Received or receivable in cash from other sources (including rollovers)2018-06-30$12,894
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$381,215
Value of net assets at end of year (total assets less liabilities)2018-06-30$2,994,107
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$2,612,892
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-06-30$2,636,515
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$2,294,462
Interest earned on other investments2018-06-30$7,900
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-06-30$357,592
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-06-30$318,430
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-06-30$160,266
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30No
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Contributions received in cash from employer2018-06-30$174,920
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$314,214
Contract administrator fees2018-06-30$34,184
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30Yes
Opinion of an independent qualified public accountant for this plan2018-06-30Disclaimer
Accountancy firm name2018-06-30SMITH, CARNEY & CO
Accountancy firm EIN2018-06-30731225615
2017 : SUNBEAM FAMILY SERVICES 403(B) THRIFT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total income from all sources (including contributions)2017-06-30$717,265
Total loss/gain on sale of assets2017-06-30$0
Total of all expenses incurred2017-06-30$420,901
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$387,988
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$374,716
Value of total assets at end of year2017-06-30$2,612,892
Value of total assets at beginning of year2017-06-30$2,316,528
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$32,913
Total interest from all sources2017-06-30$6,438
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$47,677
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2017-06-30$47,677
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$500,000
If this is an individual account plan, was there a blackout period2017-06-30No
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Contributions received from participants2017-06-30$231,766
Participant contributions at beginning of year2017-06-30$8,290
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$296,364
Value of net assets at end of year (total assets less liabilities)2017-06-30$2,612,892
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$2,316,528
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-06-30$2,294,462
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$2,046,919
Interest earned on other investments2017-06-30$6,438
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-06-30$318,430
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-06-30$257,097
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-06-30$288,434
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30No
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$142,950
Employer contributions (assets) at beginning of year2017-06-30$4,222
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$387,988
Contract administrator fees2017-06-30$32,913
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30Yes
Opinion of an independent qualified public accountant for this plan2017-06-30Disclaimer
Accountancy firm name2017-06-30SMITH, CARNEY & CO
Accountancy firm EIN2017-06-30731225615
2016 : SUNBEAM FAMILY SERVICES 403(B) THRIFT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total income from all sources (including contributions)2016-06-30$286,001
Total loss/gain on sale of assets2016-06-30$0
Total of all expenses incurred2016-06-30$228,744
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$198,884
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$303,605
Value of total assets at end of year2016-06-30$2,316,528
Value of total assets at beginning of year2016-06-30$2,259,271
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$29,860
Total interest from all sources2016-06-30$5,585
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$127,834
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2016-06-30$127,834
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$500,000
If this is an individual account plan, was there a blackout period2016-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-06-30$0
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Contributions received from participants2016-06-30$195,207
Participant contributions at end of year2016-06-30$8,290
Income. Received or receivable in cash from other sources (including rollovers)2016-06-30$4,667
Total non interest bearing cash at beginning of year2016-06-30$40
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$57,257
Value of net assets at end of year (total assets less liabilities)2016-06-30$2,316,528
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$2,259,271
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$2,046,919
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$1,985,826
Interest earned on other investments2016-06-30$5,585
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-06-30$257,097
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-06-30$273,405
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-06-30$-151,023
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30No
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$103,731
Employer contributions (assets) at end of year2016-06-30$4,222
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$198,884
Contract administrator fees2016-06-30$29,860
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30Yes
Opinion of an independent qualified public accountant for this plan2016-06-30Disclaimer
Accountancy firm name2016-06-30SMITH, CARNEY AND CO.
Accountancy firm EIN2016-06-30731225615
2015 : SUNBEAM FAMILY SERVICES 403(B) THRIFT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total income from all sources (including contributions)2015-06-30$316,568
Total loss/gain on sale of assets2015-06-30$0
Total of all expenses incurred2015-06-30$262,653
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$231,910
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$207,495
Value of total assets at end of year2015-06-30$2,259,271
Value of total assets at beginning of year2015-06-30$2,205,356
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$30,743
Total interest from all sources2015-06-30$6,645
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$500,000
If this is an individual account plan, was there a blackout period2015-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-06-30$0
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Contributions received from participants2015-06-30$138,376
Participant contributions at beginning of year2015-06-30$4,410
Income. Received or receivable in cash from other sources (including rollovers)2015-06-30$7,392
Total non interest bearing cash at end of year2015-06-30$40
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$53,915
Value of net assets at end of year (total assets less liabilities)2015-06-30$2,259,271
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$2,205,356
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-06-30$1,985,826
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$1,890,100
Interest earned on other investments2015-06-30$6,645
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-06-30$273,405
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-06-30$309,814
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-06-30$102,428
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30No
Was there a failure to transmit to the plan any participant contributions2015-06-30Yes
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$61,727
Employer contributions (assets) at beginning of year2015-06-30$1,032
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$231,910
Contract administrator fees2015-06-30$30,743
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30Yes
Opinion of an independent qualified public accountant for this plan2015-06-30Disclaimer
Accountancy firm name2015-06-30SMITH, CARNEY AND CO
Accountancy firm EIN2015-06-30731225615
2014 : SUNBEAM FAMILY SERVICES 403(B) THRIFT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total income from all sources (including contributions)2014-06-30$556,375
Total loss/gain on sale of assets2014-06-30$0
Total of all expenses incurred2014-06-30$245,998
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$218,380
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$200,779
Value of total assets at end of year2014-06-30$2,205,356
Value of total assets at beginning of year2014-06-30$1,894,979
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$27,618
Total interest from all sources2014-06-30$7,803
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$500,000
If this is an individual account plan, was there a blackout period2014-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-06-30$0
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Contributions received from participants2014-06-30$122,572
Participant contributions at end of year2014-06-30$4,410
Income. Received or receivable in cash from other sources (including rollovers)2014-06-30$1,140
Total non interest bearing cash at beginning of year2014-06-30$7,341
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$310,377
Value of net assets at end of year (total assets less liabilities)2014-06-30$2,205,356
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$1,894,979
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-06-30$1,890,100
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$1,568,214
Interest earned on other investments2014-06-30$7,803
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-06-30$309,814
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-06-30$319,424
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-06-30$347,793
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30No
Was there a failure to transmit to the plan any participant contributions2014-06-30Yes
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Contributions received in cash from employer2014-06-30$77,067
Employer contributions (assets) at end of year2014-06-30$1,032
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$218,380
Contract administrator fees2014-06-30$27,618
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30Yes
Opinion of an independent qualified public accountant for this plan2014-06-30Disclaimer
Accountancy firm name2014-06-30SMITH, CARNEY AND CO
Accountancy firm EIN2014-06-30731225615
2013 : SUNBEAM FAMILY SERVICES 403(B) THRIFT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total income from all sources (including contributions)2013-06-30$493,036
Total loss/gain on sale of assets2013-06-30$0
Total of all expenses incurred2013-06-30$304,867
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$280,403
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$232,316
Value of total assets at end of year2013-06-30$1,894,979
Value of total assets at beginning of year2013-06-30$1,706,810
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$24,464
Total interest from all sources2013-06-30$8,104
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$500,000
If this is an individual account plan, was there a blackout period2013-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-06-30$0
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Contributions received from participants2013-06-30$113,050
Total non interest bearing cash at end of year2013-06-30$7,341
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$188,169
Value of net assets at end of year (total assets less liabilities)2013-06-30$1,894,979
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$1,706,810
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-06-30$1,568,214
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-06-30$1,379,389
Interest earned on other investments2013-06-30$8,104
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-06-30$319,424
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-06-30$327,421
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-06-30$252,616
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30No
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$119,266
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$280,403
Contract administrator fees2013-06-30$24,464
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30Yes
Opinion of an independent qualified public accountant for this plan2013-06-30Disclaimer
Accountancy firm name2013-06-30HAMILTON & ASSOCIATES
Accountancy firm EIN2013-06-30731137456
2012 : SUNBEAM FAMILY SERVICES 403(B) THRIFT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total income from all sources (including contributions)2012-06-30$254,027
Total loss/gain on sale of assets2012-06-30$0
Total of all expenses incurred2012-06-30$271,160
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$257,353
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$244,012
Value of total assets at end of year2012-06-30$1,706,810
Value of total assets at beginning of year2012-06-30$1,723,943
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$13,807
Total interest from all sources2012-06-30$8,641
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$300,000
If this is an individual account plan, was there a blackout period2012-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-06-30$0
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Contributions received from participants2012-06-30$117,872
Income. Received or receivable in cash from other sources (including rollovers)2012-06-30$5,613
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$-17,133
Value of net assets at end of year (total assets less liabilities)2012-06-30$1,706,810
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$1,723,943
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-06-30$1,379,389
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-06-30$0
Value of interest in pooled separate accounts at beginning of year2012-06-30$1,345,070
Interest earned on other investments2012-06-30$8,641
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-06-30$327,421
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-06-30$378,873
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-06-30$168,492
Net investment gain/loss from pooled separate accounts2012-06-30$-167,118
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30No
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$120,527
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$257,353
Contract administrator fees2012-06-30$13,807
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30Yes
Opinion of an independent qualified public accountant for this plan2012-06-30Disclaimer
Accountancy firm name2012-06-30HAMILTON & ASSOCIATES
Accountancy firm EIN2012-06-30731137456
2011 : SUNBEAM FAMILY SERVICES 403(B) THRIFT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total income from all sources (including contributions)2011-06-30$538,059
Total loss/gain on sale of assets2011-06-30$0
Total of all expenses incurred2011-06-30$170,142
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$169,698
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$243,618
Value of total assets at end of year2011-06-30$1,723,943
Value of total assets at beginning of year2011-06-30$1,356,026
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$444
Total interest from all sources2011-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$300,000
If this is an individual account plan, was there a blackout period2011-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-06-30$0
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Contributions received from participants2011-06-30$105,479
Income. Received or receivable in cash from other sources (including rollovers)2011-06-30$8,845
Other income not declared elsewhere2011-06-30$4,934
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$367,917
Value of net assets at end of year (total assets less liabilities)2011-06-30$1,723,943
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$1,356,026
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-06-30$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-06-30$906,479
Value of interest in pooled separate accounts at end of year2011-06-30$1,345,070
Value of interest in pooled separate accounts at beginning of year2011-06-30$415,720
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-06-30$378,873
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-06-30$33,827
Net investment gain/loss from pooled separate accounts2011-06-30$289,507
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30No
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$129,294
Employer contributions (assets) at beginning of year2011-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$169,698
Contract administrator fees2011-06-30$444
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30Yes
Opinion of an independent qualified public accountant for this plan2011-06-30Disclaimer
Accountancy firm name2011-06-30HAMILTON AND ASSOCIATES
Accountancy firm EIN2011-06-30731137456
2010 : SUNBEAM FAMILY SERVICES 403(B) THRIFT PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-06-30$0

Form 5500 Responses for SUNBEAM FAMILY SERVICES 403(B) THRIFT PLAN

2021: SUNBEAM FAMILY SERVICES 403(B) THRIFT PLAN 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Submission has been amendedNo
2021-07-01This submission is the final filingNo
2021-07-01This return/report is a short plan year return/report (less than 12 months)No
2021-07-01Plan is a collectively bargained planNo
2021-07-01Plan funding arrangement – InsuranceYes
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement – InsuranceYes
2021-07-01Plan benefit arrangement - TrustYes
2020: SUNBEAM FAMILY SERVICES 403(B) THRIFT PLAN 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Submission has been amendedNo
2020-07-01This submission is the final filingNo
2020-07-01This return/report is a short plan year return/report (less than 12 months)No
2020-07-01Plan is a collectively bargained planNo
2020-07-01Plan funding arrangement – InsuranceYes
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement – InsuranceYes
2020-07-01Plan benefit arrangement - TrustYes
2019: SUNBEAM FAMILY SERVICES 403(B) THRIFT PLAN 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Submission has been amendedNo
2019-07-01This submission is the final filingNo
2019-07-01This return/report is a short plan year return/report (less than 12 months)No
2019-07-01Plan is a collectively bargained planNo
2019-07-01Plan funding arrangement – InsuranceYes
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement – InsuranceYes
2019-07-01Plan benefit arrangement - TrustYes
2018: SUNBEAM FAMILY SERVICES 403(B) THRIFT PLAN 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Submission has been amendedNo
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planNo
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement – InsuranceYes
2018-07-01Plan benefit arrangement - TrustYes
2017: SUNBEAM FAMILY SERVICES 403(B) THRIFT PLAN 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Submission has been amendedNo
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planNo
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement – InsuranceYes
2017-07-01Plan benefit arrangement - TrustYes
2016: SUNBEAM FAMILY SERVICES 403(B) THRIFT PLAN 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement – InsuranceYes
2016-07-01Plan benefit arrangement - TrustYes
2015: SUNBEAM FAMILY SERVICES 403(B) THRIFT PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement – InsuranceYes
2015-07-01Plan benefit arrangement - TrustYes
2014: SUNBEAM FAMILY SERVICES 403(B) THRIFT PLAN 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement – InsuranceYes
2014-07-01Plan benefit arrangement - TrustYes
2013: SUNBEAM FAMILY SERVICES 403(B) THRIFT PLAN 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement – InsuranceYes
2013-07-01Plan benefit arrangement - TrustYes
2012: SUNBEAM FAMILY SERVICES 403(B) THRIFT PLAN 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement – InsuranceYes
2012-07-01Plan benefit arrangement - TrustYes
2011: SUNBEAM FAMILY SERVICES 403(B) THRIFT PLAN 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedYes
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement – InsuranceYes
2011-07-01Plan benefit arrangement - TrustYes
2010: SUNBEAM FAMILY SERVICES 403(B) THRIFT PLAN 2010 form 5500 responses
2010-07-01Type of plan entitySingle employer plan
2010-07-01Submission has been amendedYes
2010-07-01This submission is the final filingNo
2010-07-01This return/report is a short plan year return/report (less than 12 months)No
2010-07-01Plan is a collectively bargained planNo
2010-07-01Plan funding arrangement – InsuranceYes
2010-07-01Plan funding arrangement – TrustYes
2010-07-01Plan benefit arrangement – InsuranceYes
2010-07-01Plan benefit arrangement - TrustYes
2009: SUNBEAM FAMILY SERVICES 403(B) THRIFT PLAN 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedNo
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – InsuranceYes
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement – InsuranceYes
2009-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number807987
Policy instance 1
Insurance contract or identification number807987
Number of Individuals Covered284
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit 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 number807987
Policy instance 1
Insurance contract or identification number807987
Number of Individuals Covered289
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit 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 number807987
Policy instance 1
Insurance contract or identification number807987
Number of Individuals Covered344
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?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 number807987
Policy instance 1
Insurance contract or identification number807987
Number of Individuals Covered240
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?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 number807987
Policy instance 1
Insurance contract or identification number807987
Number of Individuals Covered244
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?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 number807987
Policy instance 1
Insurance contract or identification number807987
Number of Individuals Covered246
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit 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 number807987
Policy instance 1
Insurance contract or identification number807987
Number of Individuals Covered218
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number807987
Policy instance 1
Insurance contract or identification number807987
Number of Individuals Covered192
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit 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 number807987
Policy instance 1
Insurance contract or identification number807987
Number of Individuals Covered190
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit 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 number807987
Policy instance 2
Insurance contract or identification number807987
Number of Individuals Covered189
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Total amount of commissions paid to insurance brokerUSD $650
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
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number005772-A
Policy instance 1
Insurance contract or identification number005772-A
Number of Individuals Covered0
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number802272
Policy instance 2
Insurance contract or identification number802272
Number of Individuals Covered183
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Total amount of commissions paid to insurance brokerUSD $3,761
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?Yes
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number005772-A
Policy instance 1
Insurance contract or identification number005772-A
Number of Individuals Covered15
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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?Yes

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