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CASEY FAMILY PROGRAMS 401(A) EMPLOYER FUNDED LONG TERM SAVINGS PLAN AND TRUST 401k Plan overview

Plan NameCASEY FAMILY PROGRAMS 401(A) EMPLOYER FUNDED LONG TERM SAVINGS PLAN AND TRUST
Plan identification number 001

CASEY FAMILY PROGRAMS 401(A) EMPLOYER FUNDED LONG TERM SAVINGS PLAN AND TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • 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.
  • 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.
  • Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

CASEY FAMILY PROGRAMS has sponsored the creation of one or more 401k plans.

Company Name:CASEY FAMILY PROGRAMS
Employer identification number (EIN):910793881
NAIC Classification:624100
NAIC Description: Individual and Family Services

Additional information about CASEY FAMILY PROGRAMS

Jurisdiction of Incorporation: Washington Secretary of State Corporations Division
Incorporation Date: 1966-03-15
Company Identification Number: 601141361
Legal Registered Office Address: 711 CAPITOL WAY S STE 204

OLYMPIA
United States of America (USA)
985011267

More information about CASEY FAMILY PROGRAMS

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CASEY FAMILY PROGRAMS 401(A) EMPLOYER FUNDED LONG TERM SAVINGS PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01SCOTT MCCAULOU
0012016-01-01SCOTT MCCAULOU
0012015-01-01SCOTT MCCAULOU
0012014-01-01SCOTT MCCAULOU
0012013-01-01SCOTT MCCAULOU
0012012-01-01SCOTT MCCAULOU
0012011-01-01SCOTT MCCAULOU
0012009-01-01SCOTT MCCAULOU
0012009-01-01SCOTT MCCAULOU

Plan Statistics for CASEY FAMILY PROGRAMS 401(A) EMPLOYER FUNDED LONG TERM SAVINGS PLAN AND TRUST

401k plan membership statisitcs for CASEY FAMILY PROGRAMS 401(A) EMPLOYER FUNDED LONG TERM SAVINGS PLAN AND TRUST

Measure Date Value
2023: CASEY FAMILY PROGRAMS 401(A) EMPLOYER FUNDED LONG TERM SAVINGS PLAN AND TRUST 2023 401k membership
Total participants, beginning-of-year2023-01-01570
Total number of active participants reported on line 7a of the Form 55002023-01-01332
Number of retired or separated participants receiving benefits2023-01-0121
Number of other retired or separated participants entitled to future benefits2023-01-01232
Total of all active and inactive participants2023-01-01585
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-016
Total participants2023-01-01591
Number of participants with account balances2023-01-01587
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: CASEY FAMILY PROGRAMS 401(A) EMPLOYER FUNDED LONG TERM SAVINGS PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year2022-01-01598
Total number of active participants reported on line 7a of the Form 55002022-01-01299
Number of retired or separated participants receiving benefits2022-01-0122
Number of other retired or separated participants entitled to future benefits2022-01-01244
Total of all active and inactive participants2022-01-01565
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-015
Total participants2022-01-01570
Number of participants with account balances2022-01-01570
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: CASEY FAMILY PROGRAMS 401(A) EMPLOYER FUNDED LONG TERM SAVINGS PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-01603
Total number of active participants reported on line 7a of the Form 55002021-01-01332
Number of retired or separated participants receiving benefits2021-01-0119
Number of other retired or separated participants entitled to future benefits2021-01-01241
Total of all active and inactive participants2021-01-01592
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-016
Total participants2021-01-01598
Number of participants with account balances2021-01-01597
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: CASEY FAMILY PROGRAMS 401(A) EMPLOYER FUNDED LONG TERM SAVINGS PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-01599
Total number of active participants reported on line 7a of the Form 55002020-01-01331
Number of retired or separated participants receiving benefits2020-01-017
Number of other retired or separated participants entitled to future benefits2020-01-01259
Total of all active and inactive participants2020-01-01597
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-015
Total participants2020-01-01602
Number of participants with account balances2020-01-01602
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: CASEY FAMILY PROGRAMS 401(A) EMPLOYER FUNDED LONG TERM SAVINGS PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-01580
Total number of active participants reported on line 7a of the Form 55002019-01-01315
Number of retired or separated participants receiving benefits2019-01-0119
Number of other retired or separated participants entitled to future benefits2019-01-01261
Total of all active and inactive participants2019-01-01595
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-014
Total participants2019-01-01599
Number of participants with account balances2019-01-01599
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: CASEY FAMILY PROGRAMS 401(A) EMPLOYER FUNDED LONG TERM SAVINGS PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-01609
Total number of active participants reported on line 7a of the Form 55002018-01-01300
Number of retired or separated participants receiving benefits2018-01-0113
Number of other retired or separated participants entitled to future benefits2018-01-01265
Total of all active and inactive participants2018-01-01578
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-012
Total participants2018-01-01580
Number of participants with account balances2018-01-01580
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: CASEY FAMILY PROGRAMS 401(A) EMPLOYER FUNDED LONG TERM SAVINGS PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-01622
Total number of active participants reported on line 7a of the Form 55002017-01-01342
Number of retired or separated participants receiving benefits2017-01-0110
Number of other retired or separated participants entitled to future benefits2017-01-01255
Total of all active and inactive participants2017-01-01607
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-012
Total participants2017-01-01609
Number of participants with account balances2017-01-01607
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: CASEY FAMILY PROGRAMS 401(A) EMPLOYER FUNDED LONG TERM SAVINGS PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-01625
Total number of active participants reported on line 7a of the Form 55002016-01-01385
Number of retired or separated participants receiving benefits2016-01-019
Number of other retired or separated participants entitled to future benefits2016-01-01226
Total of all active and inactive participants2016-01-01620
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-01621
Number of participants with account balances2016-01-01615
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: CASEY FAMILY PROGRAMS 401(A) EMPLOYER FUNDED LONG TERM SAVINGS PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-01612
Total number of active participants reported on line 7a of the Form 55002015-01-01387
Number of retired or separated participants receiving benefits2015-01-019
Number of other retired or separated participants entitled to future benefits2015-01-01222
Total of all active and inactive participants2015-01-01618
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-012
Total participants2015-01-01620
Number of participants with account balances2015-01-01618
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: CASEY FAMILY PROGRAMS 401(A) EMPLOYER FUNDED LONG TERM SAVINGS PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-01616
Total number of active participants reported on line 7a of the Form 55002014-01-01369
Number of retired or separated participants receiving benefits2014-01-017
Number of other retired or separated participants entitled to future benefits2014-01-01233
Total of all active and inactive participants2014-01-01609
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-01610
Number of participants with account balances2014-01-01610
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: CASEY FAMILY PROGRAMS 401(A) EMPLOYER FUNDED LONG TERM SAVINGS PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-01635
Total number of active participants reported on line 7a of the Form 55002013-01-01357
Number of retired or separated participants receiving benefits2013-01-017
Number of other retired or separated participants entitled to future benefits2013-01-01251
Total of all active and inactive participants2013-01-01615
Total participants2013-01-01615
2012: CASEY FAMILY PROGRAMS 401(A) EMPLOYER FUNDED LONG TERM SAVINGS PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-01633
Total number of active participants reported on line 7a of the Form 55002012-01-01361
Number of retired or separated participants receiving benefits2012-01-015
Number of other retired or separated participants entitled to future benefits2012-01-01269
Total of all active and inactive participants2012-01-01635
Total participants2012-01-01635
Number of participants with account balances2012-01-01635
2011: CASEY FAMILY PROGRAMS 401(A) EMPLOYER FUNDED LONG TERM SAVINGS PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-01658
Total number of active participants reported on line 7a of the Form 55002011-01-01369
Number of other retired or separated participants entitled to future benefits2011-01-01264
Total of all active and inactive participants2011-01-01633
Total participants2011-01-01633
Number of participants with account balances2011-01-01633
2009: CASEY FAMILY PROGRAMS 401(A) EMPLOYER FUNDED LONG TERM SAVINGS PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-01642
Total number of active participants reported on line 7a of the Form 55002009-01-01401
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01275
Total of all active and inactive participants2009-01-01676
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01676
Number of participants with account balances2009-01-01676
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on CASEY FAMILY PROGRAMS 401(A) EMPLOYER FUNDED LONG TERM SAVINGS PLAN AND TRUST

Measure Date Value
2023 : CASEY FAMILY PROGRAMS 401(A) EMPLOYER FUNDED LONG TERM SAVINGS PLAN AND TRUST 2023 401k financial data
Total income from all sources (including contributions)2023-12-31$17,740,503
Total of all expenses incurred2023-12-31$6,010,495
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$6,006,664
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$4,404,177
Value of total assets at end of year2023-12-31$97,133,465
Value of total assets at beginning of year2023-12-31$85,403,457
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$3,831
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$2,365,636
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$2,365,636
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$5,000,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$11,730,008
Value of net assets at end of year (total assets less liabilities)2023-12-31$97,133,465
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$85,403,457
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$96,939,479
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$85,229,563
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$10,970,690
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$4,404,177
Employer contributions (assets) at end of year2023-12-31$193,986
Employer contributions (assets) at beginning of year2023-12-31$173,894
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$6,006,664
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32023-12-31No
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31VWC, P.S.
Accountancy firm EIN2023-12-31911007261
2022 : CASEY FAMILY PROGRAMS 401(A) EMPLOYER FUNDED LONG TERM SAVINGS PLAN AND TRUST 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-8,177,420
Total of all expenses incurred2022-12-31$8,177,661
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$8,173,633
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$4,353,935
Value of total assets at end of year2022-12-31$85,403,457
Value of total assets at beginning of year2022-12-31$101,758,538
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$4,028
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,638,084
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$1,638,084
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$5,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Administrative expenses (other) incurred2022-12-31$4,028
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-16,355,081
Value of net assets at end of year (total assets less liabilities)2022-12-31$85,403,457
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$101,758,538
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$85,229,563
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$101,576,614
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-14,169,439
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$4,353,935
Employer contributions (assets) at end of year2022-12-31$173,894
Employer contributions (assets) at beginning of year2022-12-31$181,924
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$8,173,633
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
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 name2022-12-31VWC, P.S.
Accountancy firm EIN2022-12-31911007261
2021 : CASEY FAMILY PROGRAMS 401(A) EMPLOYER FUNDED LONG TERM SAVINGS PLAN AND TRUST 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$18,340,298
Total of all expenses incurred2021-12-31$6,471,150
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$6,468,628
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$4,321,276
Value of total assets at end of year2021-12-31$101,758,538
Value of total assets at beginning of year2021-12-31$89,889,390
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$2,522
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,630,413
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$1,630,413
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$5,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Funding deficiency by the employer to the plan for this plan year2021-12-31$2
Minimum employer required contribution for this plan year2021-12-31$4,280,062
Amount contributed by the employer to the plan for this plan year2021-12-31$4,280,060
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$17,638
Administrative expenses (other) incurred2021-12-31$2,522
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$11,869,148
Value of net assets at end of year (total assets less liabilities)2021-12-31$101,758,538
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$89,889,390
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$101,576,614
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$89,715,028
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$12,388,609
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$4,303,638
Employer contributions (assets) at end of year2021-12-31$181,924
Employer contributions (assets) at beginning of year2021-12-31$174,362
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$6,468,628
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
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 name2021-12-31VWC, P.S.
Accountancy firm EIN2021-12-31911007261
2020 : CASEY FAMILY PROGRAMS 401(A) EMPLOYER FUNDED LONG TERM SAVINGS PLAN AND TRUST 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$12,637,467
Total of all expenses incurred2020-12-31$2,856,862
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,855,777
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$3,996,599
Value of total assets at end of year2020-12-31$89,889,390
Value of total assets at beginning of year2020-12-31$80,108,785
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$1,085
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,326,570
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$1,326,570
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$5,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Funding deficiency by the employer to the plan for this plan year2020-12-31$-4,448
Minimum employer required contribution for this plan year2020-12-31$3,948,898
Amount contributed by the employer to the plan for this plan year2020-12-31$3,953,346
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Administrative expenses (other) incurred2020-12-31$1,085
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$9,780,605
Value of net assets at end of year (total assets less liabilities)2020-12-31$89,889,390
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$80,108,785
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$89,715,028
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$70,404,408
Value of interest in pooled separate accounts at end of year2020-12-31$0
Value of interest in pooled separate accounts at beginning of year2020-12-31$9,542,522
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$7,286,191
Net investment gain/loss from pooled separate accounts2020-12-31$28,107
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$3,996,599
Employer contributions (assets) at end of year2020-12-31$174,362
Employer contributions (assets) at beginning of year2020-12-31$161,855
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,855,777
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31VWC, P.S.
Accountancy firm EIN2020-12-31911007261
2019 : CASEY FAMILY PROGRAMS 401(A) EMPLOYER FUNDED LONG TERM SAVINGS PLAN AND TRUST 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$16,533,295
Total of all expenses incurred2019-12-31$3,767,832
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$3,766,491
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$3,756,398
Value of total assets at end of year2019-12-31$80,108,785
Value of total assets at beginning of year2019-12-31$67,343,322
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$1,341
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,522,284
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$1,522,284
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$10,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Funding deficiency by the employer to the plan for this plan year2019-12-31$0
Minimum employer required contribution for this plan year2019-12-31$3,746,930
Amount contributed by the employer to the plan for this plan year2019-12-31$3,746,930
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Administrative expenses (other) incurred2019-12-31$1,341
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$12,765,463
Value of net assets at end of year (total assets less liabilities)2019-12-31$80,108,785
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$67,343,322
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$70,404,408
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$57,664,930
Value of interest in pooled separate accounts at end of year2019-12-31$9,542,522
Value of interest in pooled separate accounts at beginning of year2019-12-31$9,526,005
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$11,070,550
Net investment gain/loss from pooled separate accounts2019-12-31$184,063
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$3,756,398
Employer contributions (assets) at end of year2019-12-31$161,855
Employer contributions (assets) at beginning of year2019-12-31$152,387
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$3,766,491
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
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)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31VWC, P.S.
Accountancy firm EIN2019-12-31911007261
2018 : CASEY FAMILY PROGRAMS 401(A) EMPLOYER FUNDED LONG TERM SAVINGS PLAN AND TRUST 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$719,932
Total of all expenses incurred2018-12-31$7,841,974
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$7,839,830
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$3,977,647
Value of total assets at end of year2018-12-31$67,343,322
Value of total assets at beginning of year2018-12-31$74,465,364
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$2,144
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,244,021
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$1,244,021
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$10,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Funding deficiency by the employer to the plan for this plan year2018-12-31$0
Minimum employer required contribution for this plan year2018-12-31$3,967,364
Amount contributed by the employer to the plan for this plan year2018-12-31$3,967,364
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$9,663
Administrative expenses (other) incurred2018-12-31$2,144
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-7,122,042
Value of net assets at end of year (total assets less liabilities)2018-12-31$67,343,322
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$74,465,364
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$57,664,930
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$64,937,362
Value of interest in pooled separate accounts at end of year2018-12-31$9,526,005
Value of interest in pooled separate accounts at beginning of year2018-12-31$9,320,980
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-4,636,769
Net investment gain/loss from pooled separate accounts2018-12-31$135,033
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$3,967,984
Employer contributions (assets) at end of year2018-12-31$152,387
Employer contributions (assets) at beginning of year2018-12-31$207,022
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$7,839,830
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
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)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31VWC, P.S.
Accountancy firm EIN2018-12-31901007261
2017 : CASEY FAMILY PROGRAMS 401(A) EMPLOYER FUNDED LONG TERM SAVINGS PLAN AND TRUST 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$14,959,684
Total of all expenses incurred2017-12-31$5,121,962
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$5,107,265
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$5,204,722
Value of total assets at end of year2017-12-31$74,465,364
Value of total assets at beginning of year2017-12-31$64,627,642
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$14,697
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,268,604
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$1,268,604
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$10,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Funding deficiency by the employer to the plan for this plan year2017-12-31$0
Minimum employer required contribution for this plan year2017-12-31$4,997,539
Amount contributed by the employer to the plan for this plan year2017-12-31$4,997,539
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$161
Administrative expenses (other) incurred2017-12-31$14,697
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$9,837,722
Value of net assets at end of year (total assets less liabilities)2017-12-31$74,465,364
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$64,627,642
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$64,937,362
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$54,875,778
Value of interest in pooled separate accounts at end of year2017-12-31$9,320,980
Value of interest in pooled separate accounts at beginning of year2017-12-31$9,538,604
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$8,374,275
Net investment gain/loss from pooled separate accounts2017-12-31$112,083
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$5,204,561
Employer contributions (assets) at end of year2017-12-31$207,022
Employer contributions (assets) at beginning of year2017-12-31$213,260
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$5,107,265
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31VWC, P.S.
Accountancy firm EIN2017-12-31901007261
2016 : CASEY FAMILY PROGRAMS 401(A) EMPLOYER FUNDED LONG TERM SAVINGS PLAN AND TRUST 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$10,642,279
Total of all expenses incurred2016-12-31$4,220,250
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$4,220,040
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$5,258,017
Value of total assets at end of year2016-12-31$64,627,642
Value of total assets at beginning of year2016-12-31$58,205,613
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$210
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,011,341
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$1,011,341
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$10,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Funding deficiency by the employer to the plan for this plan year2016-12-31$0
Minimum employer required contribution for this plan year2016-12-31$5,258,017
Amount contributed by the employer to the plan for this plan year2016-12-31$5,258,017
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Administrative expenses (other) incurred2016-12-31$210
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$6,422,029
Value of net assets at end of year (total assets less liabilities)2016-12-31$64,627,642
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$58,205,613
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$54,875,778
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$48,711,958
Value of interest in pooled separate accounts at end of year2016-12-31$9,538,604
Value of interest in pooled separate accounts at beginning of year2016-12-31$9,274,515
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$4,263,203
Net investment gain/loss from pooled separate accounts2016-12-31$109,718
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$5,258,017
Employer contributions (assets) at end of year2016-12-31$213,260
Employer contributions (assets) at beginning of year2016-12-31$219,140
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$4,220,040
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31VWC, P.S.
Accountancy firm EIN2016-12-31901007261
2015 : CASEY FAMILY PROGRAMS 401(A) EMPLOYER FUNDED LONG TERM SAVINGS PLAN AND TRUST 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$4,570,813
Total of all expenses incurred2015-12-31$3,477,933
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$3,450,243
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$5,177,670
Value of total assets at end of year2015-12-31$58,205,613
Value of total assets at beginning of year2015-12-31$57,112,733
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$27,690
Total interest from all sources2015-12-31$13,456
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$907,731
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$907,731
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$10,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Funding deficiency by the employer to the plan for this plan year2015-12-31$0
Minimum employer required contribution for this plan year2015-12-31$4,811,850
Amount contributed by the employer to the plan for this plan year2015-12-31$4,811,850
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$146,680
Administrative expenses (other) incurred2015-12-31$16,627
Total non interest bearing cash at end of year2015-12-31$0
Total non interest bearing cash at beginning of year2015-12-31$15,807
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$1,092,880
Value of net assets at end of year (total assets less liabilities)2015-12-31$58,205,613
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$57,112,733
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
Investment advisory and management fees2015-12-31$11,063
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$48,711,958
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$46,566,510
Value of interest in pooled separate accounts at end of year2015-12-31$9,274,515
Value of interest in pooled separate accounts at beginning of year2015-12-31$9,263,448
Interest earned on other investments2015-12-31$13,456
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$1,063,639
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,482,429
Net investment gain/loss from pooled separate accounts2015-12-31$-45,615
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$5,030,990
Employer contributions (assets) at end of year2015-12-31$219,140
Employer contributions (assets) at beginning of year2015-12-31$203,329
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$3,450,243
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31VWC, P.S.
Accountancy firm EIN2015-12-31901007261
2014 : CASEY FAMILY PROGRAMS 401(A) EMPLOYER FUNDED LONG TERM SAVINGS PLAN AND TRUST 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$8,265,865
Total of all expenses incurred2014-12-31$3,757,495
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$3,631,095
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$4,685,321
Value of total assets at end of year2014-12-31$57,112,733
Value of total assets at beginning of year2014-12-31$52,604,363
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$126,400
Total interest from all sources2014-12-31$584,119
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$984,969
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$984,969
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$10,000,000
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
Funding deficiency by the employer to the plan for this plan year2014-12-31$0
Minimum employer required contribution for this plan year2014-12-31$4,617,990
Amount contributed by the employer to the plan for this plan year2014-12-31$4,617,990
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$67,331
Administrative expenses (other) incurred2014-12-31$117,775
Total non interest bearing cash at end of year2014-12-31$15,807
Total non interest bearing cash at beginning of year2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$4,508,370
Value of net assets at end of year (total assets less liabilities)2014-12-31$57,112,733
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$52,604,363
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
Investment advisory and management fees2014-12-31$8,625
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$46,566,510
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$40,973,050
Value of interest in pooled separate accounts at end of year2014-12-31$9,263,448
Value of interest in pooled separate accounts at beginning of year2014-12-31$0
Interest earned on other investments2014-12-31$584,119
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$1,063,639
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$11,444,848
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,973,871
Net investment gain/loss from pooled separate accounts2014-12-31$37,585
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$4,617,990
Employer contributions (assets) at end of year2014-12-31$203,329
Employer contributions (assets) at beginning of year2014-12-31$186,465
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$3,631,095
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)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31VWC, P.S.
Accountancy firm EIN2014-12-31901007261
2013 : CASEY FAMILY PROGRAMS 401(A) EMPLOYER FUNDED LONG TERM SAVINGS PLAN AND TRUST 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$13,581,771
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$4,289,990
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$4,152,455
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$4,672,925
Value of total assets at end of year2013-12-31$52,604,363
Value of total assets at beginning of year2013-12-31$43,312,582
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$137,535
Total interest from all sources2013-12-31$398,292
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$1,351,088
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$1,351,088
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$10,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Funding deficiency by the employer to the plan for this plan year2013-12-31$0
Minimum employer required contribution for this plan year2013-12-31$4,672,847
Amount contributed by the employer to the plan for this plan year2013-12-31$4,672,847
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$9,291,781
Value of net assets at end of year (total assets less liabilities)2013-12-31$52,604,363
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$43,312,582
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$137,535
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$40,973,050
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$31,229,699
Interest earned on other investments2013-12-31$398,292
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$11,444,848
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$11,885,998
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$7,159,466
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$4,672,925
Employer contributions (assets) at end of year2013-12-31$186,465
Employer contributions (assets) at beginning of year2013-12-31$196,885
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$4,152,455
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)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31VOLDAL WARTELLE & CO PS
Accountancy firm EIN2013-12-31901007261
2012 : CASEY FAMILY PROGRAMS 401(A) EMPLOYER FUNDED LONG TERM SAVINGS PLAN AND TRUST 2012 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$42,534
Total income from all sources (including contributions)2012-12-31$9,051,885
Total of all expenses incurred2012-12-31$2,738,522
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$2,676,065
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$4,607,310
Value of total assets at end of year2012-12-31$43,312,582
Value of total assets at beginning of year2012-12-31$37,041,753
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$62,457
Total interest from all sources2012-12-31$414,725
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$794,685
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$794,685
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$10,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Funding deficiency by the employer to the plan for this plan year2012-12-31$0
Minimum employer required contribution for this plan year2012-12-31$4,607,310
Amount contributed by the employer to the plan for this plan year2012-12-31$4,607,310
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$42,534
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$6,313,363
Value of net assets at end of year (total assets less liabilities)2012-12-31$43,312,582
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$36,999,219
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$62,457
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$31,229,699
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$24,952,757
Interest earned on other investments2012-12-31$414,725
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$11,885,998
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$11,905,706
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$3,235,165
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$4,607,310
Employer contributions (assets) at end of year2012-12-31$196,885
Employer contributions (assets) at beginning of year2012-12-31$183,290
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$2,676,065
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)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31VOLDAL WARTELLE & CO., P.S.
Accountancy firm EIN2012-12-31911007261
2011 : CASEY FAMILY PROGRAMS 401(A) EMPLOYER FUNDED LONG TERM SAVINGS PLAN AND TRUST 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$42,534
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$66,475
Total income from all sources (including contributions)2011-12-31$4,674,365
Total of all expenses incurred2011-12-31$3,347,999
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$3,247,161
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$4,316,977
Value of total assets at end of year2011-12-31$37,041,753
Value of total assets at beginning of year2011-12-31$35,739,328
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$100,838
Total interest from all sources2011-12-31$380,301
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$10,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Funding deficiency by the employer to the plan for this plan year2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$4,316,977
Amount contributed by the employer to the plan for this plan year2011-12-31$4,316,977
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$19,316
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$42,534
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$31,300
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$1,326,366
Value of net assets at end of year (total assets less liabilities)2011-12-31$36,999,219
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$35,672,853
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$100,838
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$24,952,757
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$24,516,855
Interest earned on other investments2011-12-31$380,301
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$11,905,706
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$11,001,500
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-22,913
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$4,316,977
Employer contributions (assets) at end of year2011-12-31$183,290
Employer contributions (assets) at beginning of year2011-12-31$201,657
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$3,247,161
Liabilities. Value of benefit claims payable at end of year2011-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$35,175
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)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31VOLDAL WARTELLE & CO., P.S.
Accountancy firm EIN2011-12-31911007261
2010 : CASEY FAMILY PROGRAMS 401(A) EMPLOYER FUNDED LONG TERM SAVINGS PLAN AND TRUST 2010 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$66,475
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$26,603
Total income from all sources (including contributions)2010-12-31$7,915,165
Total of all expenses incurred2010-12-31$2,315,631
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$2,231,521
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$4,356,696
Value of total assets at end of year2010-12-31$35,739,328
Value of total assets at beginning of year2010-12-31$30,099,922
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$84,110
Total interest from all sources2010-12-31$360,108
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$10,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Funding deficiency by the employer to the plan for this plan year2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$4,329,177
Amount contributed by the employer to the plan for this plan year2010-12-31$4,329,177
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$26,833
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$19,316
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$31,300
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$12,250
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$5,599,534
Value of net assets at end of year (total assets less liabilities)2010-12-31$35,672,853
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$30,073,319
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$84,110
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$24,516,855
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$19,422,711
Interest earned on other investments2010-12-31$360,108
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$11,001,500
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$10,490,909
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$3,198,361
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$4,329,863
Employer contributions (assets) at end of year2010-12-31$201,657
Employer contributions (assets) at beginning of year2010-12-31$186,302
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$2,231,521
Liabilities. Value of benefit claims payable at end of year2010-12-31$35,175
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$14,353
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)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31VOLDAL WARTELLE & CO., P. S.
Accountancy firm EIN2010-12-31911007261
2009 : CASEY FAMILY PROGRAMS 401(A) EMPLOYER FUNDED LONG TERM SAVINGS PLAN AND TRUST 2009 401k financial data
Funding deficiency by the employer to the plan for this plan year2009-12-31$0
Minimum employer required contribution for this plan year2009-12-31$4,250,982
Amount contributed by the employer to the plan for this plan year2009-12-31$4,250,982

Form 5500 Responses for CASEY FAMILY PROGRAMS 401(A) EMPLOYER FUNDED LONG TERM SAVINGS PLAN AND TRUST

2023: CASEY FAMILY PROGRAMS 401(A) EMPLOYER FUNDED LONG TERM SAVINGS PLAN AND TRUST 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: CASEY FAMILY PROGRAMS 401(A) EMPLOYER FUNDED LONG TERM SAVINGS PLAN AND TRUST 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: CASEY FAMILY PROGRAMS 401(A) EMPLOYER FUNDED LONG TERM SAVINGS PLAN AND TRUST 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: CASEY FAMILY PROGRAMS 401(A) EMPLOYER FUNDED LONG TERM SAVINGS PLAN AND TRUST 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
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: CASEY FAMILY PROGRAMS 401(A) EMPLOYER FUNDED LONG TERM SAVINGS PLAN AND TRUST 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
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: CASEY FAMILY PROGRAMS 401(A) EMPLOYER FUNDED LONG TERM SAVINGS PLAN AND TRUST 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
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: CASEY FAMILY PROGRAMS 401(A) EMPLOYER FUNDED LONG TERM SAVINGS PLAN AND TRUST 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
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: CASEY FAMILY PROGRAMS 401(A) EMPLOYER FUNDED LONG TERM SAVINGS PLAN AND TRUST 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
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: CASEY FAMILY PROGRAMS 401(A) EMPLOYER FUNDED LONG TERM SAVINGS PLAN AND TRUST 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
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: CASEY FAMILY PROGRAMS 401(A) EMPLOYER FUNDED LONG TERM SAVINGS PLAN AND TRUST 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
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: CASEY FAMILY PROGRAMS 401(A) EMPLOYER FUNDED LONG TERM SAVINGS PLAN AND TRUST 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: CASEY FAMILY PROGRAMS 401(A) EMPLOYER FUNDED LONG TERM SAVINGS PLAN AND TRUST 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: CASEY FAMILY PROGRAMS 401(A) EMPLOYER FUNDED LONG TERM SAVINGS PLAN AND TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: CASEY FAMILY PROGRAMS 401(A) EMPLOYER FUNDED LONG TERM SAVINGS PLAN AND TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA080523
Policy instance 1
Insurance contract or identification numberTA080523
Number of Individuals Covered0
Insurance policy start date2020-01-01
Insurance policy end date2020-03-12
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA080523
Policy instance 1
Insurance contract or identification numberTA080523
Number of Individuals Covered599
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA080523
Policy instance 1
Insurance contract or identification numberTA080523
Number of Individuals Covered580
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA080523
Policy instance 1
Insurance contract or identification numberTA080523
Number of Individuals Covered607
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA080523
Policy instance 1
Insurance contract or identification numberTA080523
Number of Individuals Covered618
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number95783-02
Policy instance 2
Insurance contract or identification number95783-02
Number of Individuals Covered0
Insurance policy start date2015-01-01
Insurance policy end date2015-08-27
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA080523
Policy instance 1
Insurance contract or identification numberTA080523
Number of Individuals Covered610
Insurance policy start date2014-08-29
Insurance policy end date2014-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number95783-02
Policy instance 2
Insurance contract or identification number95783-02
Number of Individuals Covered85
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number95783-02
Policy instance 1
Insurance contract or identification number95783-02
Number of Individuals Covered239
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number95783-02
Policy instance 1
Insurance contract or identification number95783-02
Number of Individuals Covered265
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number95783-02
Policy instance 1
Insurance contract or identification number95783-02
Number of Individuals Covered633
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number95783-02
Policy instance 1
Insurance contract or identification number95783-02
Number of Individuals Covered658
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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