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COLORADO NONPROFIT DEVELOPMENT CENTER 401(K) PLAN 401k Plan overview

Plan NameCOLORADO NONPROFIT DEVELOPMENT CENTER 401(K) PLAN
Plan identification number 001

COLORADO NONPROFIT DEVELOPMENT CENTER 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.
  • 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

COLORADO NONPROFIT DEVELOPMENT CENTER has sponsored the creation of one or more 401k plans.

Company Name:COLORADO NONPROFIT DEVELOPMENT CENTER
Employer identification number (EIN):841493585
NAIC Classification:541990
NAIC Description:All Other Professional, Scientific, and Technical Services

Additional information about COLORADO NONPROFIT DEVELOPMENT CENTER

Jurisdiction of Incorporation: Colorado Department of State
Incorporation Date: 1998-12-07
Company Identification Number: 19981215594
Legal Registered Office Address: 789 N. Sherman Street
Suite 250
Denver
United States of America (USA)
80203

More information about COLORADO NONPROFIT DEVELOPMENT CENTER

Form 5500 Filing Information

Submission information for form 5500 for 401k plan COLORADO NONPROFIT DEVELOPMENT CENTER 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012019-01-01
0012018-01-01
0012017-01-01KEVIN VAN VLEET
0012016-01-01KEVIN VAN VLEET
0012015-01-01KEVIN VAN VLEET
0012014-01-01MELINDA HIGGS2015-10-12
0012013-01-01MELINDA HIGGS2014-10-15
0012012-01-01CARLA FREEMAN2013-07-19
0012011-01-01MERIEL ROMERO2012-06-14 MELINDA HIGGS2012-06-14
0012010-01-01MELINDA A. HIGGS2011-07-14 MELINDA A. HIGGS2011-07-14

Plan Statistics for COLORADO NONPROFIT DEVELOPMENT CENTER 401(K) PLAN

401k plan membership statisitcs for COLORADO NONPROFIT DEVELOPMENT CENTER 401(K) PLAN

Measure Date Value
2022: COLORADO NONPROFIT DEVELOPMENT CENTER 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01156
Total number of active participants reported on line 7a of the Form 55002022-01-0161
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0149
Total of all active and inactive participants2022-01-01110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01110
Number of participants with account balances2022-01-0179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: COLORADO NONPROFIT DEVELOPMENT CENTER 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01149
Total number of active participants reported on line 7a of the Form 55002021-01-01120
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0134
Total of all active and inactive participants2021-01-01154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01154
Number of participants with account balances2021-01-0174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: COLORADO NONPROFIT DEVELOPMENT CENTER 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01149
Total number of active participants reported on line 7a of the Form 55002020-01-01120
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0128
Total of all active and inactive participants2020-01-01148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01148
Number of participants with account balances2020-01-0173
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: COLORADO NONPROFIT DEVELOPMENT CENTER 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01161
Total number of active participants reported on line 7a of the Form 55002019-01-01106
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0139
Total of all active and inactive participants2019-01-01145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01145
Number of participants with account balances2019-01-0181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: COLORADO NONPROFIT DEVELOPMENT CENTER 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01158
Total number of active participants reported on line 7a of the Form 55002018-01-01115
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0136
Total of all active and inactive participants2018-01-01151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01151
Number of participants with account balances2018-01-0179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: COLORADO NONPROFIT DEVELOPMENT CENTER 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01144
Total number of active participants reported on line 7a of the Form 55002017-01-0185
Number of retired or separated participants receiving benefits2017-01-011
Number of other retired or separated participants entitled to future benefits2017-01-0139
Total of all active and inactive participants2017-01-01125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01125
Number of participants with account balances2017-01-0186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: COLORADO NONPROFIT DEVELOPMENT CENTER 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01133
Total number of active participants reported on line 7a of the Form 55002016-01-0194
Number of retired or separated participants receiving benefits2016-01-011
Number of other retired or separated participants entitled to future benefits2016-01-0147
Total of all active and inactive participants2016-01-01142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01142
Number of participants with account balances2016-01-0191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: COLORADO NONPROFIT DEVELOPMENT CENTER 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01126
Total number of active participants reported on line 7a of the Form 55002015-01-0183
Number of retired or separated participants receiving benefits2015-01-011
Number of other retired or separated participants entitled to future benefits2015-01-0149
Total of all active and inactive participants2015-01-01133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01133
Number of participants with account balances2015-01-0187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010

Financial Data on COLORADO NONPROFIT DEVELOPMENT CENTER 401(K) PLAN

Measure Date Value
2022 : COLORADO NONPROFIT DEVELOPMENT CENTER 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-243,227
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$292,255
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$274,552
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$399,005
Value of total assets at end of year2022-12-31$3,221,157
Value of total assets at beginning of year2022-12-31$3,756,639
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$17,703
Total interest from all sources2022-12-31$431
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$63,441
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$63,441
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$287,309
Participant contributions at end of year2022-12-31$8,064
Participant contributions at beginning of year2022-12-31$1,169
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-535,482
Value of net assets at end of year (total assets less liabilities)2022-12-31$3,221,157
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$3,756,639
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$16,440
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$3,211,042
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$3,753,916
Interest on participant loans2022-12-31$405
Income. Interest from loans (other than to participants)2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$1,766
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$1,554
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$1,554
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$26
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-706,104
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$111,696
Employer contributions (assets) at end of year2022-12-31$285
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$274,552
Contract administrator fees2022-12-31$1,263
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31JDS PROFESSIONAL GROUP
Accountancy firm EIN2022-12-31208019714
2021 : COLORADO NONPROFIT DEVELOPMENT CENTER 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$965,575
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$530,648
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$509,038
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$490,185
Value of total assets at end of year2021-12-31$3,756,639
Value of total assets at beginning of year2021-12-31$3,321,712
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$21,610
Total interest from all sources2021-12-31$109
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$58,735
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$58,735
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$350,144
Participant contributions at end of year2021-12-31$1,169
Participant contributions at beginning of year2021-12-31$1,994
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$434,927
Value of net assets at end of year (total assets less liabilities)2021-12-31$3,756,639
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$3,321,712
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$18,225
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$3,753,916
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$3,316,902
Interest on participant loans2021-12-31$109
Income. Interest from loans (other than to participants)2021-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$1,554
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$2,816
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$2,816
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$416,546
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$140,041
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$509,038
Contract administrator fees2021-12-31$3,385
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31JDS PROFESSIONAL GROUP
Accountancy firm EIN2021-12-31208019714
2020 : COLORADO NONPROFIT DEVELOPMENT CENTER 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$910,486
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$104,543
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$87,347
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$439,308
Value of total assets at end of year2020-12-31$3,321,712
Value of total assets at beginning of year2020-12-31$2,515,769
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$17,196
Total interest from all sources2020-12-31$287
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$50,180
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$50,180
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$307,935
Participant contributions at end of year2020-12-31$1,994
Participant contributions at beginning of year2020-12-31$28,586
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$805,943
Value of net assets at end of year (total assets less liabilities)2020-12-31$3,321,712
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$2,515,769
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
Investment advisory and management fees2020-12-31$15,756
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$3,316,902
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$2,486,507
Interest on participant loans2020-12-31$283
Income. Interest from loans (other than to participants)2020-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$2,816
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$676
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$676
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$4
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$420,711
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$131,373
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$87,347
Contract administrator fees2020-12-31$1,440
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31JDS PROFESSIONAL GROUP
Accountancy firm EIN2020-12-31208019714
2019 : COLORADO NONPROFIT DEVELOPMENT CENTER 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 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$792,133
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$166,694
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$148,703
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$148,703
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$376,630
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$376,630
Value of total assets at end of year2019-12-31$2,515,769
Value of total assets at beginning of year2019-12-31$1,890,330
Value of total assets at beginning of year2019-12-31$1,890,330
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$17,991
Total interest from all sources2019-12-31$810
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$54,039
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$54,039
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$54,039
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$249,991
Contributions received from participants2019-12-31$249,991
Participant contributions at end of year2019-12-31$28,586
Participant contributions at end of year2019-12-31$28,586
Participant contributions at beginning of year2019-12-31$9,398
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$6,532
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$6,532
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
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$625,439
Value of net assets at end of year (total assets less liabilities)2019-12-31$2,515,769
Value of net assets at end of year (total assets less liabilities)2019-12-31$2,515,769
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,890,330
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
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 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
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$16,706
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$2,486,507
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$40,742
Value of interest in pooled separate accounts at end of year2019-12-31$0
Value of interest in pooled separate accounts at end of year2019-12-31$0
Value of interest in pooled separate accounts at beginning of year2019-12-31$1,840,190
Interest on participant loans2019-12-31$755
Interest on participant loans2019-12-31$755
Income. Interest from loans (other than to participants)2019-12-31$0
Income. Interest from loans (other than to participants)2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$676
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$55
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$55
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$360,654
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
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
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$120,107
Contributions received in cash from employer2019-12-31$120,107
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$148,703
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$148,703
Contract administrator fees2019-12-31$1,285
Contract administrator fees2019-12-31$1,285
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31Yes
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
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
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
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)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31JDS PROFESSIONAL GROUP
Accountancy firm EIN2019-12-31208019714
Accountancy firm EIN2019-12-31208019714
2018 : COLORADO NONPROFIT DEVELOPMENT CENTER 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$242,548
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$149,600
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$144,219
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$349,228
Value of total assets at end of year2018-12-31$1,890,330
Value of total assets at beginning of year2018-12-31$1,797,382
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$5,381
Total interest from all sources2018-12-31$1,351
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$200,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$239,765
Participant contributions at end of year2018-12-31$9,398
Participant contributions at beginning of year2018-12-31$5,311
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$10,186
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$92,948
Value of net assets at end of year (total assets less liabilities)2018-12-31$1,890,330
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$1,797,382
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$40,742
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$36,504
Value of interest in pooled separate accounts at end of year2018-12-31$1,840,190
Value of interest in pooled separate accounts at beginning of year2018-12-31$1,740,775
Interest on participant loans2018-12-31$1,351
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$243
Net investment gain/loss from pooled separate accounts2018-12-31$-108,274
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$109,463
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$4,606
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$144,219
Contract administrator fees2018-12-31$5,381
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 name2018-12-31JDS PROFESSIONAL GROUP
Accountancy firm EIN2018-12-31208019714
2017 : COLORADO NONPROFIT DEVELOPMENT CENTER 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$569,774
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$58,747
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$52,592
Expenses. Certain deemed distributions of participant loans2017-12-31$1,883
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$335,005
Value of total assets at end of year2017-12-31$1,797,382
Value of total assets at beginning of year2017-12-31$1,286,355
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$4,272
Total interest from all sources2017-12-31$298
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$200,000
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$229,262
Participant contributions at end of year2017-12-31$5,311
Participant contributions at beginning of year2017-12-31$8,973
Participant contributions at end of year2017-12-31$10,186
Participant contributions at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$511,027
Value of net assets at end of year (total assets less liabilities)2017-12-31$1,797,382
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$1,286,355
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$36,504
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$24,198
Value of interest in pooled separate accounts at end of year2017-12-31$1,740,775
Value of interest in pooled separate accounts at beginning of year2017-12-31$1,253,264
Interest on participant loans2017-12-31$298
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$4
Net investment gain/loss from pooled separate accounts2017-12-31$234,467
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
Contributions received in cash from employer2017-12-31$105,743
Employer contributions (assets) at end of year2017-12-31$4,606
Employer contributions (assets) at beginning of year2017-12-31$-80
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$52,592
Contract administrator fees2017-12-31$4,272
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
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 name2017-12-31JDS PROFESSIONAL GROUP
Accountancy firm EIN2017-12-31208019714
2016 : COLORADO NONPROFIT DEVELOPMENT CENTER 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$377,655
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$303,930
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$297,092
Expenses. Certain deemed distributions of participant loans2016-12-31$2,633
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$293,541
Value of total assets at end of year2016-12-31$1,286,355
Value of total assets at beginning of year2016-12-31$1,212,630
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$4,205
Total interest from all sources2016-12-31$400
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$100,000
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$200,565
Participant contributions at end of year2016-12-31$8,973
Participant contributions at beginning of year2016-12-31$8,355
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$7,515
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$73,725
Value of net assets at end of year (total assets less liabilities)2016-12-31$1,286,355
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$1,212,630
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$24,198
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$14,291
Value of interest in pooled separate accounts at end of year2016-12-31$1,253,264
Value of interest in pooled separate accounts at beginning of year2016-12-31$1,189,984
Interest on participant loans2016-12-31$400
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$141
Net investment gain/loss from pooled separate accounts2016-12-31$83,573
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
Contributions received in cash from employer2016-12-31$85,461
Employer contributions (assets) at end of year2016-12-31$-80
Employer contributions (assets) at beginning of year2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$297,092
Contract administrator fees2016-12-31$4,205
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
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 name2016-12-31JDS PROFESSIONAL GROUP
Accountancy firm EIN2016-12-31208019714
2015 : COLORADO NONPROFIT DEVELOPMENT CENTER 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$312,318
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$158,500
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$147,844
Expenses. Certain deemed distributions of participant loans2015-12-31$4,925
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$319,991
Value of total assets at end of year2015-12-31$1,212,630
Value of total assets at beginning of year2015-12-31$1,058,812
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$5,731
Total interest from all sources2015-12-31$250
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$100,000
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$221,028
Participant contributions at end of year2015-12-31$8,355
Participant contributions at beginning of year2015-12-31$10,127
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$153,818
Value of net assets at end of year (total assets less liabilities)2015-12-31$1,212,630
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$1,058,812
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$14,291
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$6,408
Value of interest in pooled separate accounts at end of year2015-12-31$1,189,984
Value of interest in pooled separate accounts at beginning of year2015-12-31$1,042,277
Interest on participant loans2015-12-31$250
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-8,000
Net investment gain/loss from pooled separate accounts2015-12-31$77
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 contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$98,963
Employer contributions (assets) at end of year2015-12-31$0
Employer contributions (assets) at beginning of year2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$147,844
Contract administrator fees2015-12-31$5,731
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
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 name2015-12-31JDS PROFESSIONAL GROUP
Accountancy firm EIN2015-12-31208019714

Form 5500 Responses for COLORADO NONPROFIT DEVELOPMENT CENTER 401(K) PLAN

2022: COLORADO NONPROFIT DEVELOPMENT CENTER 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: COLORADO NONPROFIT DEVELOPMENT CENTER 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 filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: COLORADO NONPROFIT DEVELOPMENT CENTER 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 – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: COLORADO NONPROFIT DEVELOPMENT CENTER 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: COLORADO NONPROFIT DEVELOPMENT CENTER 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: COLORADO NONPROFIT DEVELOPMENT CENTER 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: COLORADO NONPROFIT DEVELOPMENT CENTER 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: COLORADO NONPROFIT DEVELOPMENT CENTER 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

Insurance Providers Used on plan

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number803742-000
Policy instance 1
Insurance contract or identification number803742-000
Number of Individuals Covered0
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
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
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number803742-000
Policy instance 1
Insurance contract or identification number803742-000
Number of Individuals Covered79
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit 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
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number803742-000
Policy instance 1
Insurance contract or identification number803742-000
Number of Individuals Covered86
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $6,062
Total amount of fees paid to insurance companyUSD $1,527
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
Commission paid to Insurance BrokerUSD $6,062
Insurance broker organization code?3
Amount paid for insurance broker fees1527
Additional information about fees paid to insurance brokerTPA SERVICES
Insurance broker nameQUALIFIED PENSION SERVICES, INC.
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number803742-000
Policy instance 1
Insurance contract or identification number803742-000
Number of Individuals Covered87
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $4,600
Total amount of fees paid to insurance companyUSD $1,131
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 $4,600
Insurance broker organization code?3
Amount paid for insurance broker fees1131
Additional information about fees paid to insurance brokerTPA SERVICES
Insurance broker nameQUALIFIED PENSION SERVICES, INC.

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