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CHG ALTERNATIVE EDUCATION, INC. 401(K) PLAN 401k Plan overview

Plan NameCHG ALTERNATIVE EDUCATION, INC. 401(K) PLAN
Plan identification number 001

CHG ALTERNATIVE EDUCATION, INC. 401(K) 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 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

CHG ALTERNATIVE EDUCATION, INC. has sponsored the creation of one or more 401k plans.

Company Name:CHG ALTERNATIVE EDUCATION, INC.
Employer identification number (EIN):800179466
NAIC Classification:611000

Additional information about CHG ALTERNATIVE EDUCATION, INC.

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 2010-11-23
Company Identification Number: 0801347242
Legal Registered Office Address: 11629 MENCHACA RD STE B

AUSTIN
United States of America (USA)
78748

More information about CHG ALTERNATIVE EDUCATION, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CHG ALTERNATIVE EDUCATION, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01TERIE HUSTER
0012016-01-01TERIE HUSTER
0012015-01-01MONICA WILLIS
0012014-01-01MONICA WILLIS
0012013-01-01TERIE HUSTER
0012012-01-01TERIE HUSTER
0012011-01-19TERIE HUSTER

Plan Statistics for CHG ALTERNATIVE EDUCATION, INC. 401(K) PLAN

401k plan membership statisitcs for CHG ALTERNATIVE EDUCATION, INC. 401(K) PLAN

Measure Date Value
2021: CHG ALTERNATIVE EDUCATION, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,047
Total number of active participants reported on line 7a of the Form 55002021-01-010
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-010
Number of participants with account balances2021-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: CHG ALTERNATIVE EDUCATION, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,041
Total number of active participants reported on line 7a of the Form 55002020-01-011,010
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0137
Total of all active and inactive participants2020-01-011,047
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-011,047
Number of participants with account balances2020-01-01259
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: CHG ALTERNATIVE EDUCATION, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01953
Total number of active participants reported on line 7a of the Form 55002019-01-011,018
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0123
Total of all active and inactive participants2019-01-011,041
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-011,041
Number of participants with account balances2019-01-01203
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: CHG ALTERNATIVE EDUCATION, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01708
Total number of active participants reported on line 7a of the Form 55002018-01-01930
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0123
Total of all active and inactive participants2018-01-01953
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01953
Number of participants with account balances2018-01-01159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: CHG ALTERNATIVE EDUCATION, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01744
Total number of active participants reported on line 7a of the Form 55002017-01-01680
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0128
Total of all active and inactive participants2017-01-01708
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01708
Number of participants with account balances2017-01-0190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: CHG ALTERNATIVE EDUCATION, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01710
Total number of active participants reported on line 7a of the Form 55002016-01-01690
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0146
Total of all active and inactive participants2016-01-01736
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01736
Number of participants with account balances2016-01-01112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: CHG ALTERNATIVE EDUCATION, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01708
Total number of active participants reported on line 7a of the Form 55002015-01-01655
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0148
Total of all active and inactive participants2015-01-01703
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01703
Number of participants with account balances2015-01-01103
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: CHG ALTERNATIVE EDUCATION, INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01666
Total number of active participants reported on line 7a of the Form 55002014-01-01668
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0135
Total of all active and inactive participants2014-01-01703
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01703
Number of participants with account balances2014-01-0189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: CHG ALTERNATIVE EDUCATION, INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01602
Total number of active participants reported on line 7a of the Form 55002013-01-01638
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0118
Total of all active and inactive participants2013-01-01656
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01656
Number of participants with account balances2013-01-0165
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: CHG ALTERNATIVE EDUCATION, INC. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01573
Total number of active participants reported on line 7a of the Form 55002012-01-01588
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0114
Total of all active and inactive participants2012-01-01602
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01602
Number of participants with account balances2012-01-0160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: CHG ALTERNATIVE EDUCATION, INC. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-19496
Total number of active participants reported on line 7a of the Form 55002011-01-19493
Number of retired or separated participants receiving benefits2011-01-190
Number of other retired or separated participants entitled to future benefits2011-01-191
Total of all active and inactive participants2011-01-19494
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-190
Total participants2011-01-19494
Number of participants with account balances2011-01-1942
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-190

Financial Data on CHG ALTERNATIVE EDUCATION, INC. 401(K) PLAN

Measure Date Value
2021 : CHG ALTERNATIVE EDUCATION, INC. 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-05-04$0
Total transfer of assets from this plan2021-05-04$3,341,273
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-05-04$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-05-04$0
Total income from all sources (including contributions)2021-05-04$222,666
Total loss/gain on sale of assets2021-05-04$0
Total of all expenses incurred2021-05-04$105,456
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-05-04$100,879
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-05-04$7,046
Value of total assets at end of year2021-05-04$0
Value of total assets at beginning of year2021-05-04$3,224,063
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-05-04$4,577
Total interest from all sources2021-05-04$5,572
Total dividends received (eg from common stock, registered investment company shares)2021-05-04$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-05-04No
Was this plan covered by a fidelity bond2021-05-04Yes
Value of fidelity bond cover2021-05-04$500,000
If this is an individual account plan, was there a blackout period2021-05-04No
Were there any nonexempt tranactions with any party-in-interest2021-05-04No
Participant contributions at end of year2021-05-04$0
Participant contributions at beginning of year2021-05-04$37,144
Income. Received or receivable in cash from other sources (including rollovers)2021-05-04$7,046
Administrative expenses (other) incurred2021-05-04$4,577
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-05-04No
Value of net income/loss2021-05-04$117,210
Value of net assets at end of year (total assets less liabilities)2021-05-04$0
Value of net assets at beginning of year (total assets less liabilities)2021-05-04$3,224,063
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-05-04No
Were any loans by the plan or fixed income obligations due to the plan in default2021-05-04No
Were any leases to which the plan was party in default or uncollectible2021-05-04No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-05-04$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-05-04$3,063,158
Interest on participant loans2021-05-04$435
Interest earned on other investments2021-05-04$5,137
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-05-04$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-05-04$123,761
Net investment gain/loss from pooled separate accounts2021-05-04$210,048
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-05-04No
Was there a failure to transmit to the plan any participant contributions2021-05-04No
Has the plan failed to provide any benefit when due under the plan2021-05-04No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-05-04$100,879
Did the plan have assets held for investment2021-05-04No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-05-04No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-05-04Yes
Opinion of an independent qualified public accountant for this plan2021-05-04Unqualified
Accountancy firm name2021-05-04TORRILLO & ASSOCIATES, LLC
Accountancy firm EIN2021-05-04830414789
2020 : CHG ALTERNATIVE EDUCATION, INC. 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$1,205,547
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$258,646
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$239,435
Value of total corrective distributions2020-12-31$9,477
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$794,763
Value of total assets at end of year2020-12-31$3,224,063
Value of total assets at beginning of year2020-12-31$2,277,162
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$9,734
Total interest from all sources2020-12-31$2,967
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$720,552
Participant contributions at end of year2020-12-31$37,144
Participant contributions at beginning of year2020-12-31$28,300
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$74,211
Other income not declared elsewhere2020-12-31$564
Administrative expenses (other) incurred2020-12-31$9,734
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$946,901
Value of net assets at end of year (total assets less liabilities)2020-12-31$3,224,063
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$2,277,162
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$3,063,158
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$2,157,431
Interest on participant loans2020-12-31$1,597
Interest earned on other investments2020-12-31$1,370
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$123,761
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$91,431
Net investment gain/loss from pooled separate accounts2020-12-31$407,253
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$239,435
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31TORRILLO & ASSOCIATES, LLC
Accountancy firm EIN2020-12-31830414789
2019 : CHG ALTERNATIVE EDUCATION, INC. 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$981,617
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$280,373
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$272,407
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$621,649
Value of total assets at end of year2019-12-31$2,277,162
Value of total assets at beginning of year2019-12-31$1,575,918
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$7,966
Total interest from all sources2019-12-31$2,311
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$473,026
Participant contributions at end of year2019-12-31$28,300
Participant contributions at beginning of year2019-12-31$24,917
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$148,623
Other income not declared elsewhere2019-12-31$36
Administrative expenses (other) incurred2019-12-31$7,966
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$701,244
Value of net assets at end of year (total assets less liabilities)2019-12-31$2,277,162
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,575,918
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$2,157,431
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$1,475,582
Interest on participant loans2019-12-31$1,281
Interest earned on other investments2019-12-31$1,030
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$91,431
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$75,419
Net investment gain/loss from pooled separate accounts2019-12-31$357,621
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$272,407
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31ADAMS, BROWN, BERAN & CHTD
Accountancy firm EIN2019-12-31481040139
2018 : CHG ALTERNATIVE EDUCATION, INC. 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$226,376
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$340,020
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$331,620
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$345,061
Value of total assets at end of year2018-12-31$1,575,918
Value of total assets at beginning of year2018-12-31$1,689,562
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$8,400
Total interest from all sources2018-12-31$1,791
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$298,574
Participant contributions at end of year2018-12-31$24,917
Participant contributions at beginning of year2018-12-31$7,935
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$46,487
Other income not declared elsewhere2018-12-31$2
Administrative expenses (other) incurred2018-12-31$8,400
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-113,644
Value of net assets at end of year (total assets less liabilities)2018-12-31$1,575,918
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$1,689,562
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$1,475,582
Value of interest in pooled separate accounts at end of year2018-12-31$0
Value of interest in pooled separate accounts at beginning of year2018-12-31$1,563,039
Interest on participant loans2018-12-31$478
Interest earned on other investments2018-12-31$1,313
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$75,419
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$118,588
Net investment gain/loss from pooled separate accounts2018-12-31$-120,478
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$331,620
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31ADAMS, BROWN, BERAN & CHTD
Accountancy firm EIN2018-12-31481040139
2017 : CHG ALTERNATIVE EDUCATION, INC. 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$501,736
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$321,449
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$310,204
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$263,280
Value of total assets at end of year2017-12-31$1,689,562
Value of total assets at beginning of year2017-12-31$1,509,275
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$11,245
Total interest from all sources2017-12-31$2,414
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$263,280
Participant contributions at end of year2017-12-31$7,935
Participant contributions at beginning of year2017-12-31$21,680
Administrative expenses (other) incurred2017-12-31$11,245
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$180,287
Value of net assets at end of year (total assets less liabilities)2017-12-31$1,689,562
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$1,509,275
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in pooled separate accounts at end of year2017-12-31$1,563,039
Value of interest in pooled separate accounts at beginning of year2017-12-31$1,375,342
Interest on participant loans2017-12-31$612
Interest earned on other investments2017-12-31$1,802
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$118,588
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$112,253
Net investment gain/loss from pooled separate accounts2017-12-31$236,042
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$310,204
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31ADAMS, BROWN, BERAN & CHTD.
Accountancy firm EIN2017-12-31481040139
2016 : CHG ALTERNATIVE EDUCATION, INC. 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$421,078
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$115,562
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$107,430
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$312,077
Value of total assets at end of year2016-12-31$1,509,275
Value of total assets at beginning of year2016-12-31$1,203,759
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$8,132
Total interest from all sources2016-12-31$2,369
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$263,315
Participant contributions at end of year2016-12-31$21,680
Participant contributions at beginning of year2016-12-31$15,117
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$48,762
Administrative expenses (other) incurred2016-12-31$8,132
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$305,516
Value of net assets at end of year (total assets less liabilities)2016-12-31$1,509,275
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$1,203,759
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in pooled separate accounts at end of year2016-12-31$1,375,342
Value of interest in pooled separate accounts at beginning of year2016-12-31$1,114,531
Interest on participant loans2016-12-31$668
Interest earned on other investments2016-12-31$1,701
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$112,253
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$74,111
Net investment gain/loss from pooled separate accounts2016-12-31$106,632
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$107,430
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31ADAMS, BROWN, BERAN & CHTD.
Accountancy firm EIN2016-12-31481040139
2015 : CHG ALTERNATIVE EDUCATION, INC. 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$265,184
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$242,596
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$209,092
Expenses. Certain deemed distributions of participant loans2015-12-31$23,318
Value of total corrective distributions2015-12-31$4,374
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$292,949
Value of total assets at end of year2015-12-31$1,203,759
Value of total assets at beginning of year2015-12-31$1,181,171
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$5,812
Total interest from all sources2015-12-31$2,046
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$236,382
Participant contributions at end of year2015-12-31$15,117
Participant contributions at beginning of year2015-12-31$12,902
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$56,567
Other income not declared elsewhere2015-12-31$2,371
Administrative expenses (other) incurred2015-12-31$5,812
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$22,588
Value of net assets at end of year (total assets less liabilities)2015-12-31$1,203,759
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$1,181,171
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in pooled separate accounts at end of year2015-12-31$1,114,531
Value of interest in pooled separate accounts at beginning of year2015-12-31$1,017,726
Interest on participant loans2015-12-31$516
Interest earned on other investments2015-12-31$1,530
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$74,111
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$150,543
Net investment gain/loss from pooled separate accounts2015-12-31$-32,182
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$209,092
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31ADAMS, BROWN, BERAN & CHTD.
Accountancy firm EIN2015-12-31481040139
2014 : CHG ALTERNATIVE EDUCATION, INC. 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$424,823
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$140,085
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$131,124
Expenses. Certain deemed distributions of participant loans2014-12-31$2,371
Value of total corrective distributions2014-12-31$2,153
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$366,981
Value of total assets at end of year2014-12-31$1,181,171
Value of total assets at beginning of year2014-12-31$896,433
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$4,437
Total interest from all sources2014-12-31$2,894
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$226,454
Participant contributions at end of year2014-12-31$12,902
Participant contributions at beginning of year2014-12-31$11,592
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$140,527
Administrative expenses (other) incurred2014-12-31$4,437
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$284,738
Value of net assets at end of year (total assets less liabilities)2014-12-31$1,181,171
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$896,433
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in pooled separate accounts at end of year2014-12-31$1,017,726
Value of interest in pooled separate accounts at beginning of year2014-12-31$780,784
Interest on participant loans2014-12-31$456
Interest earned on other investments2014-12-31$2,438
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$150,543
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$104,057
Net investment gain/loss from pooled separate accounts2014-12-31$54,948
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$131,124
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31ADAMS, BROWN, BERAN & CHTD.
Accountancy firm EIN2014-12-31481040139
2013 : CHG ALTERNATIVE EDUCATION, INC. 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$600,191
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$60,204
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$57,507
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$503,616
Value of total assets at end of year2013-12-31$896,433
Value of total assets at beginning of year2013-12-31$356,446
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$2,697
Total interest from all sources2013-12-31$235
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$190,659
Participant contributions at end of year2013-12-31$11,592
Participant contributions at beginning of year2013-12-31$7,931
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$312,957
Other income not declared elsewhere2013-12-31$1,280
Administrative expenses (other) incurred2013-12-31$2,697
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$539,987
Value of net assets at end of year (total assets less liabilities)2013-12-31$896,433
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$356,446
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in pooled separate accounts at end of year2013-12-31$780,784
Value of interest in pooled separate accounts at beginning of year2013-12-31$308,934
Interest on participant loans2013-12-31$235
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$104,057
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$39,581
Net investment gain/loss from pooled separate accounts2013-12-31$95,060
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$57,507
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31ADAMS, BROWN, BERAN & CHTD.
Accountancy firm EIN2013-12-31481040139
2012 : CHG ALTERNATIVE EDUCATION, INC. 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$196,046
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$14,304
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,514
Expenses. Certain deemed distributions of participant loans2012-12-31$11,371
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$168,946
Value of total assets at end of year2012-12-31$356,446
Value of total assets at beginning of year2012-12-31$174,704
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$1,419
Total interest from all sources2012-12-31$596
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$163,827
Participant contributions at end of year2012-12-31$7,931
Participant contributions at beginning of year2012-12-31$12,244
Participant contributions at end of year2012-12-31$0
Participant contributions at beginning of year2012-12-31$2,399
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$5,119
Administrative expenses (other) incurred2012-12-31$1,419
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$181,742
Value of net assets at end of year (total assets less liabilities)2012-12-31$356,446
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$174,704
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in pooled separate accounts at end of year2012-12-31$308,934
Value of interest in pooled separate accounts at beginning of year2012-12-31$145,961
Interest on participant loans2012-12-31$146
Interest earned on other investments2012-12-31$450
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$39,581
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$14,100
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$26,504
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,514
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31ADAMS, BROWN, BERAN & CHTD.
Accountancy firm EIN2012-12-31481040139
2011 : CHG ALTERNATIVE EDUCATION, INC. 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$175,094
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$390
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$177,666
Value of total assets at end of year2011-12-31$174,704
Value of total assets at beginning of year2011-12-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$390
Total interest from all sources2011-12-31$267
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$150,206
Participant contributions at end of year2011-12-31$12,244
Participant contributions at beginning of year2011-12-31$0
Participant contributions at end of year2011-12-31$2,399
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$27,460
Administrative expenses (other) incurred2011-12-31$390
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$174,704
Value of net assets at end of year (total assets less liabilities)2011-12-31$174,704
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in pooled separate accounts at end of year2011-12-31$145,961
Value of interest in pooled separate accounts at beginning of year2011-12-31$0
Interest on participant loans2011-12-31$179
Interest earned on other investments2011-12-31$88
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$14,100
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$0
Net investment gain/loss from pooled separate accounts2011-12-31$-2,839
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31ADAMS, BROWN, BERAN & CHTD.
Accountancy firm EIN2011-12-31481040139

Form 5500 Responses for CHG ALTERNATIVE EDUCATION, INC. 401(K) PLAN

2021: CHG ALTERNATIVE EDUCATION, INC. 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingYes
2021-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: CHG ALTERNATIVE EDUCATION, INC. 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: CHG ALTERNATIVE EDUCATION, INC. 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: CHG ALTERNATIVE EDUCATION, INC. 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: CHG ALTERNATIVE EDUCATION, INC. 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: CHG ALTERNATIVE EDUCATION, INC. 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: CHG ALTERNATIVE EDUCATION, INC. 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: CHG ALTERNATIVE EDUCATION, INC. 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: CHG ALTERNATIVE EDUCATION, INC. 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: CHG ALTERNATIVE EDUCATION, INC. 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: CHG ALTERNATIVE EDUCATION, INC. 401(K) PLAN 2011 form 5500 responses
2011-01-19Type of plan entitySingle employer plan
2011-01-19First time form 5500 has been submittedYes
2011-01-19Submission has been amendedNo
2011-01-19This submission is the final filingNo
2011-01-19This return/report is a short plan year return/report (less than 12 months)Yes
2011-01-19Plan is a collectively bargained planNo
2011-01-19Plan funding arrangement – InsuranceYes
2011-01-19Plan funding arrangement – TrustYes
2011-01-19Plan benefit arrangement – InsuranceYes
2011-01-19Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberYH4062
Policy instance 1
Insurance contract or identification numberYH4062
Number of Individuals Covered0
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberYH4062
Policy instance 1
Insurance contract or identification numberYH4062
Number of Individuals Covered1047
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberYH4062
Policy instance 1
Insurance contract or identification numberYH4062
Number of Individuals Covered1041
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number876680
Policy instance 2
Insurance contract or identification number876680
Number of Individuals Covered0
Insurance policy start date2018-01-01
Insurance policy end date2018-08-08
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $608
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees608
Additional information about fees paid to insurance brokerTPA ADMINISTRATOR ALLOWANCE
Insurance broker organization code?5
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberYH4062
Policy instance 1
Insurance contract or identification numberYH4062
Number of Individuals Covered953
Insurance policy start date2018-08-09
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number876680
Policy instance 1
Insurance contract or identification number876680
Number of Individuals Covered90
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $784
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees784
Additional information about fees paid to insurance brokerTPA ADMINISTRATOR ALLOWANCE
Insurance broker organization code?5
Insurance broker nameTHE ANGELL PENSION GROUP, INC.
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number876680
Policy instance 1
Insurance contract or identification number876680
Number of Individuals Covered103
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $5,749
Total amount of fees paid to insurance companyUSD $555
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,749
Insurance broker organization code?3
Amount paid for insurance broker fees555
Additional information about fees paid to insurance brokerTPA ADMINISTRATOR ALLOWANCE
Insurance broker nameTHE ANGELL PENSION GROUP, INC.
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number876680
Policy instance 1
Insurance contract or identification number876680
Number of Individuals Covered89
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $5,571
Total amount of fees paid to insurance companyUSD $509
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,571
Insurance broker organization code?3
Amount paid for insurance broker fees509
Additional information about fees paid to insurance brokerTPA ADMINISTRATOR ALLOWANCE
Insurance broker nameTHE ANGELL PENSION GROUP, INC.
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number876680
Policy instance 1
Insurance contract or identification number876680
Number of Individuals Covered65
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $1,368
Total amount of fees paid to insurance companyUSD $277
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,368
Insurance broker organization code?3
Amount paid for insurance broker fees277
Additional information about fees paid to insurance brokerTPA ADMINISTRATOR ALLOWANCE
Insurance broker nameTHE ANGELL PENSION GROUP, INC.
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number876680
Policy instance 1
Insurance contract or identification number876680
Number of Individuals Covered60
Insurance policy start date2012-01-19
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,389
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees1389
Additional information about fees paid to insurance brokerTPA ADMINISTRATOR ALLOWANCE
Insurance broker organization code?5
Insurance broker nameTHE ANGELL PENSION GROUP, INC.
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number876680
Policy instance 1
Insurance contract or identification number876680
Number of Individuals Covered42
Insurance policy start date2011-01-19
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $927
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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