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OPPORTUNITY COUNCIL 403(B) PLAN 401k Plan overview

Plan NameOPPORTUNITY COUNCIL 403(B) PLAN
Plan identification number 001

OPPORTUNITY COUNCIL 403(B) PLAN Benefits

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

401k Sponsoring company profile

OPPORTUNITY COUNCIL has sponsored the creation of one or more 401k plans.

Company Name:OPPORTUNITY COUNCIL
Employer identification number (EIN):910787820
NAIC Classification:541930
NAIC Description:Translation and Interpretation Services

Additional information about OPPORTUNITY COUNCIL

Jurisdiction of Incorporation: Washington Secretary of State Corporations Division
Incorporation Date: 1965-11-05
Company Identification Number: 600462233
Legal Registered Office Address: 1111 CORNWALL AVE

BELLINGHAM
United States of America (USA)
982255039

More information about OPPORTUNITY COUNCIL

Form 5500 Filing Information

Submission information for form 5500 for 401k plan OPPORTUNITY COUNCIL 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01GREG WINTER2023-10-01
0012021-01-01GREG WINTER2022-10-12
0012020-01-01GREG WINTER2021-09-22
0012019-01-01GREG WINTER2020-09-28
0012018-01-01GREG WINTER2019-10-08
0012017-01-01
0012016-01-01
0012015-01-01GREG WINTER
0012014-01-01DAVID FINET
0012013-01-01
0012012-01-01DAVID FINET
0012011-01-01DAVID FINET
0012009-01-01DAVID FINET
0012009-01-01DAVID FINET

Plan Statistics for OPPORTUNITY COUNCIL 403(B) PLAN

401k plan membership statisitcs for OPPORTUNITY COUNCIL 403(B) PLAN

Measure Date Value
2022: OPPORTUNITY COUNCIL 403(B) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01497
Total number of active participants reported on line 7a of the Form 55002022-01-01380
Number of retired or separated participants receiving benefits2022-01-011
Number of other retired or separated participants entitled to future benefits2022-01-01173
Total of all active and inactive participants2022-01-01554
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-012
Total participants2022-01-01556
Number of participants with account balances2022-01-01541
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: OPPORTUNITY COUNCIL 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01501
Total number of active participants reported on line 7a of the Form 55002021-01-01351
Number of retired or separated participants receiving benefits2021-01-011
Number of other retired or separated participants entitled to future benefits2021-01-01145
Total of all active and inactive participants2021-01-01497
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01497
Number of participants with account balances2021-01-01476
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: OPPORTUNITY COUNCIL 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01430
Total number of active participants reported on line 7a of the Form 55002020-01-01352
Number of retired or separated participants receiving benefits2020-01-011
Number of other retired or separated participants entitled to future benefits2020-01-01148
Total of all active and inactive participants2020-01-01501
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01501
Number of participants with account balances2020-01-01474
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: OPPORTUNITY COUNCIL 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01394
Total number of active participants reported on line 7a of the Form 55002019-01-01335
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0195
Total of all active and inactive participants2019-01-01430
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01430
Number of participants with account balances2019-01-01381
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: OPPORTUNITY COUNCIL 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01392
Total number of active participants reported on line 7a of the Form 55002018-01-01315
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0179
Total of all active and inactive participants2018-01-01394
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01394
Number of participants with account balances2018-01-01358
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: OPPORTUNITY COUNCIL 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01373
Total number of active participants reported on line 7a of the Form 55002017-01-01285
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01107
Total of all active and inactive participants2017-01-01392
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01392
Number of participants with account balances2017-01-01359
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: OPPORTUNITY COUNCIL 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01377
Total number of active participants reported on line 7a of the Form 55002016-01-01271
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01102
Total of all active and inactive participants2016-01-01373
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01373
Number of participants with account balances2016-01-01340
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: OPPORTUNITY COUNCIL 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01289
Total number of active participants reported on line 7a of the Form 55002015-01-01258
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01118
Total of all active and inactive participants2015-01-01376
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-01377
Number of participants with account balances2015-01-01342
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: OPPORTUNITY COUNCIL 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01340
Total number of active participants reported on line 7a of the Form 55002014-01-01232
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0157
Total of all active and inactive participants2014-01-01289
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01289
Number of participants with account balances2014-01-01234
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: OPPORTUNITY COUNCIL 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01337
Total number of active participants reported on line 7a of the Form 55002013-01-01147
Number of retired or separated participants receiving benefits2013-01-01189
Total of all active and inactive participants2013-01-01336
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-014
Total participants2013-01-01340
Number of participants with account balances2013-01-01340
2012: OPPORTUNITY COUNCIL 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01325
Total number of active participants reported on line 7a of the Form 55002012-01-01137
Number of retired or separated participants receiving benefits2012-01-01197
Total of all active and inactive participants2012-01-01334
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-013
Total participants2012-01-01337
Number of participants with account balances2012-01-01337
2011: OPPORTUNITY COUNCIL 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01292
Total number of active participants reported on line 7a of the Form 55002011-01-01146
Number of retired or separated participants receiving benefits2011-01-01177
Total of all active and inactive participants2011-01-01323
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-012
Total participants2011-01-01325
Number of participants with account balances2011-01-01302
2009: OPPORTUNITY COUNCIL 403(B) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01126
Total number of active participants reported on line 7a of the Form 55002009-01-01248
Total of all active and inactive participants2009-01-01248
Total participants2009-01-01248
Number of participants with account balances2009-01-01132

Financial Data on OPPORTUNITY COUNCIL 403(B) PLAN

Measure Date Value
2022 : OPPORTUNITY COUNCIL 403(B) 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$72,292
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$727,274
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$676,560
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,275,533
Value of total assets at end of year2022-12-31$13,422,610
Value of total assets at beginning of year2022-12-31$14,077,592
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$50,714
Total interest from all sources2022-12-31$29,762
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$381,258
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$381,258
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
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$1,513,536
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$51,138
Total non interest bearing cash at end of year2022-12-31$2
Total non interest bearing cash at beginning of year2022-12-31$2,787
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-654,982
Value of net assets at end of year (total assets less liabilities)2022-12-31$13,422,610
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$14,077,592
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$12,079,433
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$12,668,132
Interest earned on other investments2022-12-31$29,662
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$7,670
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$7,663
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$7,663
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$100
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$1,335,505
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$1,399,010
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-2,614,261
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$710,859
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$676,560
Contract administrator fees2022-12-31$50,714
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 name2022-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2022-12-31410746749
2021 : OPPORTUNITY COUNCIL 403(B) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$3,602,750
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$743,363
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$695,734
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,909,175
Value of total assets at end of year2021-12-31$14,077,592
Value of total assets at beginning of year2021-12-31$11,218,205
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$47,629
Total interest from all sources2021-12-31$28,979
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$438,737
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$438,737
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
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$1,252,998
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$60,388
Total non interest bearing cash at end of year2021-12-31$2,787
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$2,859,387
Value of net assets at end of year (total assets less liabilities)2021-12-31$14,077,592
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$11,218,205
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$12,668,132
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$10,012,103
Interest earned on other investments2021-12-31$28,979
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$7,663
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$7,762
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$7,762
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$1,399,010
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$1,198,340
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,225,859
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$595,789
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$695,734
Contract administrator fees2021-12-31$47,629
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 name2021-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2021-12-31410746749
2020 : OPPORTUNITY COUNCIL 403(B) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$2,876,896
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$396,646
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$357,518
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,511,946
Value of total assets at end of year2020-12-31$11,218,205
Value of total assets at beginning of year2020-12-31$8,737,955
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$39,128
Total interest from all sources2020-12-31$23,674
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$252,483
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$252,483
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
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$965,066
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$25,467
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$2,480,250
Value of net assets at end of year (total assets less liabilities)2020-12-31$11,218,205
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$8,737,955
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$10,012,103
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$7,807,366
Interest earned on other investments2020-12-31$23,653
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$7,762
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$7,841
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$7,841
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$21
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$1,198,340
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$922,748
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,088,793
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$521,413
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$357,518
Contract administrator fees2020-12-31$39,128
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 name2020-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2020-12-31410746749
2019 : OPPORTUNITY COUNCIL 403(B) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$2,793,228
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$879,948
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$841,871
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,223,561
Value of total assets at end of year2019-12-31$8,737,955
Value of total assets at beginning of year2019-12-31$6,824,675
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$38,077
Total interest from all sources2019-12-31$19,067
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$243,871
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$243,871
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
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$765,600
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$1,913,280
Value of net assets at end of year (total assets less liabilities)2019-12-31$8,737,955
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$6,824,675
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$7,807,366
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$6,215,273
Interest earned on other investments2019-12-31$18,924
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$7,841
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$7,798
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$7,798
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$143
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$922,748
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$601,604
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,306,729
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$457,961
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$841,871
Contract administrator fees2019-12-31$38,077
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 name2019-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2019-12-31410746749
2018 : OPPORTUNITY COUNCIL 403(B) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$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$733,611
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$691,173
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$658,583
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,075,713
Value of total assets at end of year2018-12-31$6,824,675
Value of total assets at beginning of year2018-12-31$6,782,237
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$32,590
Total interest from all sources2018-12-31$14,888
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$223,786
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$223,786
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
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$640,462
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$22,069
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$42,438
Value of net assets at end of year (total assets less liabilities)2018-12-31$6,824,675
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$6,782,237
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$6,215,273
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$6,165,337
Interest earned on other investments2018-12-31$14,770
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$7,798
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$7,780
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$7,780
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$118
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$601,604
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$609,120
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-580,776
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$413,182
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$658,583
Contract administrator fees2018-12-31$32,590
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 name2018-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2018-12-31410746749
2017 : OPPORTUNITY COUNCIL 403(B) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$1,859,307
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$601,368
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$570,837
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$947,109
Value of total assets at end of year2017-12-31$6,782,237
Value of total assets at beginning of year2017-12-31$5,524,298
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$30,531
Total interest from all sources2017-12-31$12,422
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$171,231
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$171,231
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$230,000
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$561,210
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,257,939
Value of net assets at end of year (total assets less liabilities)2017-12-31$6,782,237
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$5,524,298
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$6,165,337
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$5,063,459
Interest earned on other investments2017-12-31$12,380
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$7,780
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$7,838
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$7,838
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$42
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$609,120
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$453,001
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$728,545
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$385,899
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$570,837
Contract administrator fees2017-12-31$30,531
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 name2017-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2017-12-31410746749
2016 : OPPORTUNITY COUNCIL 403(B) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$1,180,993
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$422,176
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$390,403
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$802,414
Value of total assets at end of year2016-12-31$5,524,298
Value of total assets at beginning of year2016-12-31$4,765,481
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$31,773
Total interest from all sources2016-12-31$8,740
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$160,118
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$160,118
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$230,000
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$431,288
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$30,727
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$758,817
Value of net assets at end of year (total assets less liabilities)2016-12-31$5,524,298
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$4,765,481
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$5,063,459
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$4,421,545
Interest earned on other investments2016-12-31$8,734
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$7,838
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$13,146
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$13,146
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$6
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$453,001
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$330,714
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$209,721
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$340,399
Employer contributions (assets) at beginning of year2016-12-31$76
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$390,403
Contract administrator fees2016-12-31$31,773
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 name2016-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2016-12-31410746749
2015 : OPPORTUNITY COUNCIL 403(B) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$773,607
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$606,980
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$578,332
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$760,122
Value of total assets at end of year2015-12-31$4,765,481
Value of total assets at beginning of year2015-12-31$4,598,854
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$28,648
Total interest from all sources2015-12-31$6,787
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$163,511
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$163,511
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$230,000
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$367,474
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$82,845
Total non interest bearing cash at beginning of year2015-12-31$232
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$166,627
Value of net assets at end of year (total assets less liabilities)2015-12-31$4,765,481
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$4,598,854
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$4,421,545
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$4,295,769
Interest earned on other investments2015-12-31$6,785
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$13,146
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$30,636
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$30,636
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$2
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$330,714
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$272,217
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-156,813
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$309,803
Employer contributions (assets) at end of year2015-12-31$76
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$578,332
Contract administrator fees2015-12-31$28,648
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 name2015-12-31CLIFTONLARSONALLEN, LLP
Accountancy firm EIN2015-12-31410746749
2014 : OPPORTUNITY COUNCIL 403(B) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$912,809
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,289,614
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,282,904
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$546,398
Value of total assets at end of year2014-12-31$4,598,854
Value of total assets at beginning of year2014-12-31$4,975,659
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$6,710
Total interest from all sources2014-12-31$1,015
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$230,000
If this is an individual account plan, was there a blackout period2014-12-31Yes
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$241,324
Participant contributions at beginning of year2014-12-31$3,060
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$29,166
Total non interest bearing cash at end of year2014-12-31$232
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-376,805
Value of net assets at end of year (total assets less liabilities)2014-12-31$4,598,854
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$4,975,659
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$4,295,769
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$4,693,116
Interest earned on other investments2014-12-31$992
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$30,636
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$274,701
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$274,701
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$23
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$272,217
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$365,396
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$275,908
Employer contributions (assets) at beginning of year2014-12-31$4,782
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,282,904
Contract administrator fees2014-12-31$6,710
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31Yes
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 name2014-12-31AIKEN & SANDERS, INC., PS
Accountancy firm EIN2014-12-31910870697
2013 : OPPORTUNITY COUNCIL 403(B) PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$1,341,949
Total of all expenses incurred2013-12-31$223,343
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$217,078
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$461,489
Value of total assets at end of year2013-12-31$4,975,659
Value of total assets at beginning of year2013-12-31$3,857,053
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$6,265
Total interest from all sources2013-12-31$31
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$240,850
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$240,850
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
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$201,478
Participant contributions at end of year2013-12-31$3,060
Participant contributions at beginning of year2013-12-31$3,449
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$3,942
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$1,118,606
Value of net assets at end of year (total assets less liabilities)2013-12-31$4,975,659
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$3,857,053
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
Investment advisory and management fees2013-12-31$6,265
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$4,693,116
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$3,570,362
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$274,701
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$279,076
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$279,076
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$31
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$639,579
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$256,069
Employer contributions (assets) at end of year2013-12-31$4,782
Employer contributions (assets) at beginning of year2013-12-31$4,166
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$217,078
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
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 name2013-12-31AIKEN & SANDERS, INC., PS
Accountancy firm EIN2013-12-31910870697
2012 : OPPORTUNITY COUNCIL 403(B) PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$917,556
Total of all expenses incurred2012-12-31$350,658
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$344,478
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$454,878
Value of total assets at end of year2012-12-31$3,857,053
Value of total assets at beginning of year2012-12-31$3,290,155
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$6,180
Total interest from all sources2012-12-31$84
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$78,224
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$78,224
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$386,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$153,611
Participant contributions at end of year2012-12-31$3,449
Participant contributions at beginning of year2012-12-31$2,316
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$536
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$566,898
Value of net assets at end of year (total assets less liabilities)2012-12-31$3,857,053
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$3,290,155
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
Investment advisory and management fees2012-12-31$6,180
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$3,570,362
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$3,003,510
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$279,076
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$279,925
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$279,925
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$84
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$384,370
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$300,731
Employer contributions (assets) at end of year2012-12-31$4,166
Employer contributions (assets) at beginning of year2012-12-31$4,404
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$344,478
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
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 name2012-12-31AIKEN & SANDERS, INC., PS
Accountancy firm EIN2012-12-31910870697
2011 : OPPORTUNITY COUNCIL 403(B) PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$341,772
Total of all expenses incurred2011-12-31$667,714
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$661,641
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$433,153
Value of total assets at end of year2011-12-31$3,290,155
Value of total assets at beginning of year2011-12-31$3,616,097
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$6,073
Total interest from all sources2011-12-31$51
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$72,847
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$72,847
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$230,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$149,031
Participant contributions at end of year2011-12-31$2,316
Participant contributions at beginning of year2011-12-31$46
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-325,942
Value of net assets at end of year (total assets less liabilities)2011-12-31$3,290,155
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$3,616,097
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
Investment advisory and management fees2011-12-31$6,073
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$3,003,510
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$3,359,066
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$279,925
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$256,880
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$256,880
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$51
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-164,279
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
Contributions received in cash from employer2011-12-31$284,122
Employer contributions (assets) at end of year2011-12-31$4,404
Employer contributions (assets) at beginning of year2011-12-31$105
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$661,641
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
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 name2011-12-31AIKEN & SANDERS, INC., PS
Accountancy firm EIN2011-12-31910870697
2010 : OPPORTUNITY COUNCIL 403(B) PLAN 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$846,297
Total of all expenses incurred2010-12-31$93,456
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$87,950
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$418,965
Value of total assets at end of year2010-12-31$3,616,097
Value of total assets at beginning of year2010-12-31$2,863,256
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$5,506
Total interest from all sources2010-12-31$122
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$51,417
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$51,417
Was this plan covered by a fidelity bond2010-12-31No
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$167,031
Participant contributions at end of year2010-12-31$46
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$752,841
Value of net assets at end of year (total assets less liabilities)2010-12-31$3,616,097
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$2,863,256
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$5,506
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$3,359,066
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$2,620,829
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$256,880
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$239,109
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$239,109
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$122
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$375,793
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$251,934
Employer contributions (assets) at end of year2010-12-31$105
Employer contributions (assets) at beginning of year2010-12-31$3,318
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$87,950
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31AIKEN & SANDERS, INC, P.S.
Accountancy firm EIN2010-12-31910870697

Form 5500 Responses for OPPORTUNITY COUNCIL 403(B) PLAN

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

Insurance Providers Used on plan

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number809153
Policy instance 1
Insurance contract or identification number809153
Number of Individuals Covered556
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number809153
Policy instance 1
Insurance contract or identification number809153
Number of Individuals Covered497
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number809153
Policy instance 1
Insurance contract or identification number809153
Number of Individuals Covered501
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number809153
Policy instance 1
Insurance contract or identification number809153
Number of Individuals Covered430
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number809153
Policy instance 1
Insurance contract or identification number809153
Number of Individuals Covered394
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number809153
Policy instance 1
Insurance contract or identification number809153
Number of Individuals Covered392
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number809153
Policy instance 1
Insurance contract or identification number809153
Number of Individuals Covered377
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number809153
Policy instance 1
Insurance contract or identification number809153
Number of Individuals Covered289
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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