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PARTNERSHIPS IN COMMUNITY LIVING, INC. 401(K) SAVINGS PLAN 401k Plan overview

Plan NamePARTNERSHIPS IN COMMUNITY LIVING, INC. 401(K) SAVINGS PLAN
Plan identification number 002

PARTNERSHIPS IN COMMUNITY LIVING, INC. 401(K) SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

PARTNERSHIPS IN COMMUNITY LIVING, INC. has sponsored the creation of one or more 401k plans.

Company Name:PARTNERSHIPS IN COMMUNITY LIVING, INC.
Employer identification number (EIN):930980637
NAIC Classification:812990
NAIC Description:All Other Personal Services

Additional information about PARTNERSHIPS IN COMMUNITY LIVING, INC.

Jurisdiction of Incorporation: Oregon Secretary of State Corporations Division
Incorporation Date: 1987-02-03
Company Identification Number: 6277388
Legal Registered Office Address: 480 E MAIN ST

MONMOUTH
United States of America (USA)
97361

More information about PARTNERSHIPS IN COMMUNITY LIVING, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PARTNERSHIPS IN COMMUNITY LIVING, INC. 401(K) SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01ANGELA BERRY2024-10-14
0022022-01-01
0022021-01-01
0022021-01-01
0022020-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022018-01-01
0022017-01-01
0022016-01-01
0022015-01-01JANIE MATHEWS
0022014-01-01JANIE MATHEWS
0022013-01-01CURTIS FARMER
0022012-01-01CURTIS FARMER
0022011-01-01CURTIS FARMER
0022010-01-01CURTIS FARMER
0022009-01-01CURTIS FARMER

Plan Statistics for PARTNERSHIPS IN COMMUNITY LIVING, INC. 401(K) SAVINGS PLAN

401k plan membership statisitcs for PARTNERSHIPS IN COMMUNITY LIVING, INC. 401(K) SAVINGS PLAN

Measure Date Value
2023: PARTNERSHIPS IN COMMUNITY LIVING, INC. 401(K) SAVINGS PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01570
Total number of active participants reported on line 7a of the Form 55002023-01-01455
Number of retired or separated participants receiving benefits2023-01-010
Total of all active and inactive participants2023-01-01455
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-01455
Number of participants with account balances2023-01-01363
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-0121
2022: PARTNERSHIPS IN COMMUNITY LIVING, INC. 401(K) SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01571
Total number of active participants reported on line 7a of the Form 55002022-01-01448
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0185
Total of all active and inactive participants2022-01-01533
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01533
Number of participants with account balances2022-01-01344
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0137
2021: PARTNERSHIPS IN COMMUNITY LIVING, INC. 401(K) SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01649
Total number of active participants reported on line 7a of the Form 55002021-01-01475
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0189
Total of all active and inactive participants2021-01-01564
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01564
Number of participants with account balances2021-01-01363
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0155
2020: PARTNERSHIPS IN COMMUNITY LIVING, INC. 401(K) SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01637
Total number of active participants reported on line 7a of the Form 55002020-01-01532
Number of retired or separated participants receiving benefits2020-01-012
Number of other retired or separated participants entitled to future benefits2020-01-0167
Total of all active and inactive participants2020-01-01601
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01601
Number of participants with account balances2020-01-01369
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0135
2019: PARTNERSHIPS IN COMMUNITY LIVING, INC. 401(K) SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01608
Total number of active participants reported on line 7a of the Form 55002019-01-01495
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0189
Total of all active and inactive participants2019-01-01584
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01584
Number of participants with account balances2019-01-01371
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0131
2018: PARTNERSHIPS IN COMMUNITY LIVING, INC. 401(K) SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01574
Total number of active participants reported on line 7a of the Form 55002018-01-01488
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0170
Total of all active and inactive participants2018-01-01558
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01558
Number of participants with account balances2018-01-01300
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0133
2017: PARTNERSHIPS IN COMMUNITY LIVING, INC. 401(K) SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01641
Total number of active participants reported on line 7a of the Form 55002017-01-01505
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0142
Total of all active and inactive participants2017-01-01547
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01548
Number of participants with account balances2017-01-01270
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0128
2016: PARTNERSHIPS IN COMMUNITY LIVING, INC. 401(K) SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01632
Total number of active participants reported on line 7a of the Form 55002016-01-01519
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0143
Total of all active and inactive participants2016-01-01562
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-01563
Number of participants with account balances2016-01-01239
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0114
2015: PARTNERSHIPS IN COMMUNITY LIVING, INC. 401(K) SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01718
Total number of active participants reported on line 7a of the Form 55002015-01-01560
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0136
Total of all active and inactive participants2015-01-01596
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-01597
Number of participants with account balances2015-01-01196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0117
2014: PARTNERSHIPS IN COMMUNITY LIVING, INC. 401(K) SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01679
Total number of active participants reported on line 7a of the Form 55002014-01-01693
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0123
Total of all active and inactive participants2014-01-01716
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-012
Total participants2014-01-01718
Number of participants with account balances2014-01-01188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-015
2013: PARTNERSHIPS IN COMMUNITY LIVING, INC. 401(K) SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01536
Total number of active participants reported on line 7a of the Form 55002013-01-01668
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0110
Total of all active and inactive participants2013-01-01678
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-01679
Number of participants with account balances2013-01-01165
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0112
2012: PARTNERSHIPS IN COMMUNITY LIVING, INC. 401(K) SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01557
Total number of active participants reported on line 7a of the Form 55002012-01-01530
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-014
Total of all active and inactive participants2012-01-01534
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-01535
Number of participants with account balances2012-01-01154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-018
2011: PARTNERSHIPS IN COMMUNITY LIVING, INC. 401(K) SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01537
Total number of active participants reported on line 7a of the Form 55002011-01-01552
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-015
Total of all active and inactive participants2011-01-01557
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01557
Number of participants with account balances2011-01-01139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-017
2010: PARTNERSHIPS IN COMMUNITY LIVING, INC. 401(K) SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01543
Total number of active participants reported on line 7a of the Form 55002010-01-01534
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-013
Total of all active and inactive participants2010-01-01537
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01537
Number of participants with account balances2010-01-0194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-012
2009: PARTNERSHIPS IN COMMUNITY LIVING, INC. 401(K) SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-010
Total number of active participants reported on line 7a of the Form 55002009-01-01468
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-012
Total of all active and inactive participants2009-01-01470
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01470
Number of participants with account balances2009-01-0180
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-012

Financial Data on PARTNERSHIPS IN COMMUNITY LIVING, INC. 401(K) SAVINGS PLAN

Measure Date Value
2023 : PARTNERSHIPS IN COMMUNITY LIVING, INC. 401(K) SAVINGS PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$2,520,124
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$587,958
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$532,793
Expenses. Certain deemed distributions of participant loans2023-12-31$7,170
Value of total corrective distributions2023-12-31$14,147
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$1,182,980
Value of total assets at end of year2023-12-31$9,811,581
Value of total assets at beginning of year2023-12-31$7,879,415
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$33,848
Total interest from all sources2023-12-31$21,154
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$500,000
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
Contributions received from participants2023-12-31$811,495
Participant contributions at end of year2023-12-31$271,788
Participant contributions at beginning of year2023-12-31$206,307
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$35,102
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$1,932,166
Value of net assets at end of year (total assets less liabilities)2023-12-31$9,811,581
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$7,879,415
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 pooled separate accounts at end of year2023-12-31$9,204,878
Value of interest in pooled separate accounts at beginning of year2023-12-31$7,337,144
Interest on participant loans2023-12-31$15,708
Interest earned on other investments2023-12-31$5,446
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$334,915
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$335,964
Net investment gain/loss from pooled separate accounts2023-12-31$1,315,990
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$336,383
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$532,793
Contract administrator fees2023-12-31$33,848
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 name2023-12-31ALDRICH CPAS AND ADVISORS
Accountancy firm EIN2023-12-31930623286
2022 : PARTNERSHIPS IN COMMUNITY LIVING, INC. 401(K) SAVINGS 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$0
Total income from all sources (including contributions)2022-12-31$-553,285
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$816,310
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$760,404
Expenses. Certain deemed distributions of participant loans2022-12-31$7,716
Value of total corrective distributions2022-12-31$6,903
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,112,645
Value of total assets at end of year2022-12-31$7,879,415
Value of total assets at beginning of year2022-12-31$9,249,010
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$41,287
Total interest from all sources2022-12-31$14,653
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
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$790,582
Participant contributions at end of year2022-12-31$206,307
Participant contributions at beginning of year2022-12-31$208,707
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,369,595
Value of net assets at end of year (total assets less liabilities)2022-12-31$7,879,415
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$9,249,010
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 pooled separate accounts at end of year2022-12-31$7,337,144
Value of interest in pooled separate accounts at beginning of year2022-12-31$8,703,336
Interest on participant loans2022-12-31$9,760
Interest earned on other investments2022-12-31$4,893
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$335,964
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$336,967
Net investment gain/loss from pooled separate accounts2022-12-31$-1,680,583
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$322,063
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$760,404
Contract administrator fees2022-12-31$41,287
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 name2022-12-31SINGERLEWAK LLP
Accountancy firm EIN2022-12-31952302617
2021 : PARTNERSHIPS IN COMMUNITY LIVING, INC. 401(K) SAVINGS 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$2,033,228
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$566,750
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$538,648
Expenses. Certain deemed distributions of participant loans2021-12-31$2,871
Value of total corrective distributions2021-12-31$1,127
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,079,815
Value of total assets at end of year2021-12-31$9,249,010
Value of total assets at beginning of year2021-12-31$7,782,532
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$24,104
Total interest from all sources2021-12-31$15,249
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
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$745,580
Participant contributions at end of year2021-12-31$208,707
Participant contributions at beginning of year2021-12-31$254,769
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$1,466,478
Value of net assets at end of year (total assets less liabilities)2021-12-31$9,249,010
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$7,782,532
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 pooled separate accounts at end of year2021-12-31$8,703,336
Value of interest in pooled separate accounts at beginning of year2021-12-31$7,222,874
Interest on participant loans2021-12-31$11,379
Interest earned on other investments2021-12-31$3,870
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$336,967
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$304,889
Net investment gain/loss from pooled separate accounts2021-12-31$938,164
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$334,235
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$538,648
Contract administrator fees2021-12-31$24,104
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 plan2021-12-31Disclaimer
Accountancy firm name2021-12-31BOLDT, CARLISLE & SMITH, LLC
Accountancy firm EIN2021-12-31930570615
2020 : PARTNERSHIPS IN COMMUNITY LIVING, INC. 401(K) SAVINGS 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$2,030,317
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$428,075
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$396,395
Expenses. Certain deemed distributions of participant loans2020-12-31$8,274
Value of total corrective distributions2020-12-31$7,688
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$998,784
Value of total assets at end of year2020-12-31$7,782,532
Value of total assets at beginning of year2020-12-31$6,180,290
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$15,718
Total interest from all sources2020-12-31$20,189
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
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$673,394
Participant contributions at end of year2020-12-31$254,769
Participant contributions at beginning of year2020-12-31$241,026
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$13,601
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$1,602,242
Value of net assets at end of year (total assets less liabilities)2020-12-31$7,782,532
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$6,180,290
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 pooled separate accounts at end of year2020-12-31$7,222,874
Value of interest in pooled separate accounts at beginning of year2020-12-31$5,658,827
Interest on participant loans2020-12-31$16,162
Interest earned on other investments2020-12-31$4,027
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$304,889
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$280,437
Net investment gain/loss from pooled separate accounts2020-12-31$1,011,344
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$311,789
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$396,395
Contract administrator fees2020-12-31$15,718
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 name2020-12-31BOLDT, CARLISLE & SMITH, LLC
Accountancy firm EIN2020-12-31930570615
2019 : PARTNERSHIPS IN COMMUNITY LIVING, INC. 401(K) SAVINGS 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$1,821,442
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$385,147
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$351,265
Expenses. Certain deemed distributions of participant loans2019-12-31$19,630
Value of total corrective distributions2019-12-31$3,306
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$867,249
Value of total assets at end of year2019-12-31$6,180,290
Value of total assets at beginning of year2019-12-31$4,743,995
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$10,946
Total interest from all sources2019-12-31$20,040
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
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$614,944
Participant contributions at end of year2019-12-31$241,026
Participant contributions at beginning of year2019-12-31$264,603
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$1,436,295
Value of net assets at end of year (total assets less liabilities)2019-12-31$6,180,290
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$4,743,995
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 pooled separate accounts at end of year2019-12-31$5,658,827
Value of interest in pooled separate accounts at beginning of year2019-12-31$4,197,327
Interest on participant loans2019-12-31$15,566
Interest earned on other investments2019-12-31$4,474
Value of interest in common/collective trusts at beginning of year2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$280,437
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$282,065
Net investment gain/loss from pooled separate accounts2019-12-31$934,153
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$252,305
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$351,265
Contract administrator fees2019-12-31$10,946
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 name2019-12-31BOLDT, CARLISLE & SMITH, LLC
Accountancy firm EIN2019-12-31930570615
2018 : PARTNERSHIPS IN COMMUNITY LIVING, INC. 401(K) SAVINGS 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$599,705
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$367,387
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$347,995
Value of total corrective distributions2018-12-31$3,275
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$720,592
Value of total assets at end of year2018-12-31$4,743,995
Value of total assets at beginning of year2018-12-31$4,511,677
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$16,117
Total interest from all sources2018-12-31$10,948
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$250,000
If this is an individual account plan, was there a blackout period2018-12-31Yes
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$500,220
Participant contributions at end of year2018-12-31$264,603
Participant contributions at beginning of year2018-12-31$223,664
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$232,318
Value of net assets at end of year (total assets less liabilities)2018-12-31$4,743,995
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$4,511,677
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$4,197,327
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$3,931,533
Interest on participant loans2018-12-31$7,471
Interest earned on other investments2018-12-31$3,477
Value of interest in common/collective trusts at end of year2018-12-31$0
Value of interest in common/collective trusts at beginning of year2018-12-31$73,703
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$282,065
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$282,777
Net investment gain/loss from pooled separate accounts2018-12-31$-131,835
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 contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$220,372
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$347,995
Contract administrator fees2018-12-31$16,117
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31Yes
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 name2018-12-31BOLDT, CARLISLE, & SMITH, LLC
Accountancy firm EIN2018-12-31930570615
2017 : PARTNERSHIPS IN COMMUNITY LIVING, INC. 401(K) SAVINGS 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$1,217,854
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$297,149
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$253,393
Value of total corrective distributions2017-12-31$4,365
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$644,584
Value of total assets at end of year2017-12-31$4,511,677
Value of total assets at beginning of year2017-12-31$3,590,972
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$39,391
Total interest from all sources2017-12-31$14,563
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$445,853
Participant contributions at end of year2017-12-31$223,664
Participant contributions at beginning of year2017-12-31$181,231
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$920,705
Value of net assets at end of year (total assets less liabilities)2017-12-31$4,511,677
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$3,590,972
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$3,931,533
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$3,199,633
Interest on participant loans2017-12-31$8,836
Interest earned on other investments2017-12-31$5,727
Value of interest in common/collective trusts at end of year2017-12-31$73,703
Value of interest in common/collective trusts at beginning of year2017-12-31$56,996
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$282,777
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$152,328
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$549,708
Net investment gain or loss from common/collective trusts2017-12-31$8,999
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$198,731
Employer contributions (assets) at beginning of year2017-12-31$784
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$253,393
Contract administrator fees2017-12-31$39,391
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 name2017-12-31BOLDT, CARLISLE & SMITH, LLC
Accountancy firm EIN2017-12-31930570615
2016 : PARTNERSHIPS IN COMMUNITY LIVING, INC. 401(K) SAVINGS 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$707,214
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$388,613
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$350,771
Value of total corrective distributions2016-12-31$3,876
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$465,968
Value of total assets at end of year2016-12-31$3,590,972
Value of total assets at beginning of year2016-12-31$3,272,371
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$33,966
Total interest from all sources2016-12-31$11,071
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$324,060
Participant contributions at end of year2016-12-31$181,231
Participant contributions at beginning of year2016-12-31$206,382
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$318,601
Value of net assets at end of year (total assets less liabilities)2016-12-31$3,590,972
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$3,272,371
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$3,199,633
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$2,880,436
Interest on participant loans2016-12-31$7,848
Interest earned on other investments2016-12-31$3,223
Value of interest in common/collective trusts at end of year2016-12-31$56,996
Value of interest in common/collective trusts at beginning of year2016-12-31$38,877
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$152,328
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$146,676
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$226,571
Net investment gain or loss from common/collective trusts2016-12-31$3,604
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$141,908
Employer contributions (assets) at end of year2016-12-31$784
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$350,771
Contract administrator fees2016-12-31$33,966
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 name2016-12-31BOLDT, CARLISLE & SMITH, LLC
Accountancy firm EIN2016-12-31930570615
2015 : PARTNERSHIPS IN COMMUNITY LIVING, INC. 401(K) SAVINGS PLAN 2015 401k financial data
Unrealized appreciation/depreciation of real estate assets2015-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$0
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$0
Total transfer of assets from this plan2015-12-31$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
Expenses. Interest paid2015-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022015-12-31$0
Total income from all sources (including contributions)2015-12-31$473,769
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$105,568
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$75,572
Expenses. Certain deemed distributions of participant loans2015-12-31$0
Value of total corrective distributions2015-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$452,278
Value of total assets at end of year2015-12-31$3,272,371
Value of total assets at beginning of year2015-12-31$2,904,170
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$29,996
Total income from rents2015-12-31$0
Total interest from all sources2015-12-31$11,515
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$0
Assets. Real estate other than employer real property at end of year2015-12-31$0
Administrative expenses professional fees incurred2015-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2015-12-31$0
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$311,124
Participant contributions at end of year2015-12-31$206,382
Participant contributions at beginning of year2015-12-31$148,694
Participant contributions at end of year2015-12-31$0
Assets. Other investments not covered elsewhere at end of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$0
Assets. Loans (other than to participants) at end of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$0
Other income not declared elsewhere2015-12-31$0
Administrative expenses (other) incurred2015-12-31$0
Liabilities. Value of operating payables at end of year2015-12-31$0
Total non interest bearing cash at end of year2015-12-31$0
Total non interest bearing cash at beginning of year2015-12-31$120
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
Income. Non cash contributions2015-12-31$0
Value of net income/loss2015-12-31$368,201
Value of net assets at end of year (total assets less liabilities)2015-12-31$3,272,371
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$2,904,170
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
Assets. partnership/joint venture interests at end of year2015-12-31$0
Investment advisory and management fees2015-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$2,880,436
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$2,619,480
Value of interest in pooled separate accounts at end of year2015-12-31$0
Interest on participant loans2015-12-31$8,587
Income. Interest from loans (other than to participants)2015-12-31$0
Interest earned on other investments2015-12-31$2,928
Income. Interest from US Government securities2015-12-31$0
Income. Interest from corporate debt instruments2015-12-31$0
Value of interest in common/collective trusts at end of year2015-12-31$38,877
Value of interest in common/collective trusts at beginning of year2015-12-31$14,183
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2015-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$146,676
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$121,693
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$0
Asset value of US Government securities at end of year2015-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$10,198
Net investment gain/loss from pooled separate accounts2015-12-31$0
Net investment gain or loss from common/collective trusts2015-12-31$-222
Net gain/loss from 103.12 investment entities2015-12-31$0
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
Assets. Invements in employer securities at end of year2015-12-31$0
Assets. Value of employer real property at end of year2015-12-31$0
Contributions received in cash from employer2015-12-31$141,154
Employer contributions (assets) at end of year2015-12-31$0
Income. Dividends from preferred stock2015-12-31$0
Income. Dividends from common stock2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$75,572
Asset. Corporate debt instrument preferred debt at end of year2015-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$0
Contract administrator fees2015-12-31$29,996
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$0
Liabilities. Value of benefit claims payable at end of year2015-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2015-12-31$0
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
Aggregate proceeds on sale of assets2015-12-31$0
Aggregate carrying amount (costs) on sale of assets2015-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2015-12-31$0
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 name2015-12-31BOLDT, CARLISLE & SMITH, LLC
Accountancy firm EIN2015-12-31930570615
2014 : PARTNERSHIPS IN COMMUNITY LIVING, INC. 401(K) SAVINGS 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$593,032
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$191,592
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$173,630
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$392,837
Value of total assets at end of year2014-12-31$2,904,170
Value of total assets at beginning of year2014-12-31$2,502,730
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$17,962
Total interest from all sources2014-12-31$8,418
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31Yes
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$268,882
Participant contributions at end of year2014-12-31$148,694
Participant contributions at beginning of year2014-12-31$130,222
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$1,310
Total non interest bearing cash at end of year2014-12-31$120
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$401,440
Value of net assets at end of year (total assets less liabilities)2014-12-31$2,904,170
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$2,502,730
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$2,619,480
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$2,259,282
Interest on participant loans2014-12-31$5,762
Interest earned on other investments2014-12-31$2,656
Value of interest in common/collective trusts at end of year2014-12-31$14,183
Value of interest in common/collective trusts at beginning of year2014-12-31$5,902
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$121,693
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$107,324
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$191,196
Net investment gain or loss from common/collective trusts2014-12-31$581
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$122,645
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$173,630
Contract administrator fees2014-12-31$17,962
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 name2014-12-31BOLDT, CARLISLE & SMITH, LLC
Accountancy firm EIN2014-12-31930570615
2013 : PARTNERSHIPS IN COMMUNITY LIVING, INC. 401(K) SAVINGS PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$778,343
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$273,369
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$255,875
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$368,165
Value of total assets at end of year2013-12-31$2,502,730
Value of total assets at beginning of year2013-12-31$1,997,756
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$17,494
Total interest from all sources2013-12-31$8,371
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$250,686
Participant contributions at end of year2013-12-31$130,222
Participant contributions at beginning of year2013-12-31$142,817
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$504,974
Value of net assets at end of year (total assets less liabilities)2013-12-31$2,502,730
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,997,756
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$2,259,282
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$1,752,508
Interest on participant loans2013-12-31$5,698
Interest earned on other investments2013-12-31$2,673
Value of interest in common/collective trusts at end of year2013-12-31$5,902
Value of interest in common/collective trusts at beginning of year2013-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$107,324
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$102,431
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$401,315
Net investment gain or loss from common/collective trusts2013-12-31$492
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$117,479
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$255,875
Contract administrator fees2013-12-31$17,494
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 name2013-12-31BOLDT, CARLISLE & SMITH, LLC
Accountancy firm EIN2013-12-31930570615
2012 : PARTNERSHIPS IN COMMUNITY LIVING, INC. 401(K) SAVINGS PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$525,760
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$91,778
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$79,036
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$333,887
Value of total assets at end of year2012-12-31$1,997,756
Value of total assets at beginning of year2012-12-31$1,563,774
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$12,742
Total interest from all sources2012-12-31$6,702
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$221,911
Participant contributions at end of year2012-12-31$142,817
Participant contributions at beginning of year2012-12-31$115,230
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$8,517
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$433,982
Value of net assets at end of year (total assets less liabilities)2012-12-31$1,997,756
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$1,563,774
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$1,752,508
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$1,363,802
Interest on participant loans2012-12-31$5,284
Interest earned on other investments2012-12-31$1,418
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$84,742
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$84,742
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$102,431
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$185,171
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$103,459
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$79,036
Contract administrator fees2012-12-31$12,742
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 name2012-12-31BOLDT, CARLISLE & SMITH, LLC
Accountancy firm EIN2012-12-31930570615
2011 : PARTNERSHIPS IN COMMUNITY LIVING, INC. 401(K) SAVINGS PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$317,209
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$62,913
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$52,130
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$307,161
Value of total assets at end of year2011-12-31$1,563,774
Value of total assets at beginning of year2011-12-31$1,309,478
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$10,783
Total interest from all sources2011-12-31$3,791
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
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$181,605
Participant contributions at end of year2011-12-31$115,230
Participant contributions at beginning of year2011-12-31$87,442
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$38,837
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$254,296
Value of net assets at end of year (total assets less liabilities)2011-12-31$1,563,774
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$1,309,478
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$1,363,802
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$1,144,015
Interest on participant loans2011-12-31$3,791
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$84,742
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$78,021
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$78,021
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$6,257
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$86,719
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$52,130
Contract administrator fees2011-12-31$10,783
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 name2011-12-31BOLDT, CARLISLE & SMITH, LLC
Accountancy firm EIN2011-12-31930570615
2010 : PARTNERSHIPS IN COMMUNITY LIVING, INC. 401(K) SAVINGS PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$636,823
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$19,798
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$14,513
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$515,175
Value of total assets at end of year2010-12-31$1,309,478
Value of total assets at beginning of year2010-12-31$692,453
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$5,285
Total interest from all sources2010-12-31$3,038
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$20,839
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$20,839
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
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
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$176,680
Participant contributions at end of year2010-12-31$87,442
Participant contributions at beginning of year2010-12-31$2,639
Participant contributions at beginning of year2010-12-31$14,255
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$252,965
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$131
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$617,025
Value of net assets at end of year (total assets less liabilities)2010-12-31$1,309,478
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$692,453
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$1,144,015
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$627,426
Interest on participant loans2010-12-31$3,038
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$78,021
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$41,061
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$41,061
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$97,771
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$85,530
Employer contributions (assets) at beginning of year2010-12-31$6,941
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$14,513
Contract administrator fees2010-12-31$5,285
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 name2010-12-31BOLDT, CARLISLE & SMITH LLC
Accountancy firm EIN2010-12-31930570615
2009 : PARTNERSHIPS IN COMMUNITY LIVING, INC. 401(K) SAVINGS PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for PARTNERSHIPS IN COMMUNITY LIVING, INC. 401(K) SAVINGS PLAN

2023: PARTNERSHIPS IN COMMUNITY LIVING, INC. 401(K) SAVINGS PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: PARTNERSHIPS IN COMMUNITY LIVING, INC. 401(K) SAVINGS 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: PARTNERSHIPS IN COMMUNITY LIVING, INC. 401(K) SAVINGS 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: PARTNERSHIPS IN COMMUNITY LIVING, INC. 401(K) SAVINGS 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: PARTNERSHIPS IN COMMUNITY LIVING, INC. 401(K) SAVINGS 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: PARTNERSHIPS IN COMMUNITY LIVING, INC. 401(K) SAVINGS 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: PARTNERSHIPS IN COMMUNITY LIVING, INC. 401(K) SAVINGS 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: PARTNERSHIPS IN COMMUNITY LIVING, INC. 401(K) SAVINGS 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: PARTNERSHIPS IN COMMUNITY LIVING, INC. 401(K) SAVINGS 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: PARTNERSHIPS IN COMMUNITY LIVING, INC. 401(K) SAVINGS 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: PARTNERSHIPS IN COMMUNITY LIVING, INC. 401(K) SAVINGS PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: PARTNERSHIPS IN COMMUNITY LIVING, INC. 401(K) SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: PARTNERSHIPS IN COMMUNITY LIVING, INC. 401(K) SAVINGS PLAN 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 – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: PARTNERSHIPS IN COMMUNITY LIVING, INC. 401(K) SAVINGS PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: PARTNERSHIPS IN COMMUNITY LIVING, INC. 401(K) SAVINGS PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01First time form 5500 has been submittedYes
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 – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number069376
Policy instance 1
Insurance contract or identification number069376
Number of Individuals Covered536
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number069376
Policy instance 1
Insurance contract or identification number069376
Number of Individuals Covered533
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number069376
Policy instance 1
Insurance contract or identification number069376
Number of Individuals Covered564
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 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
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number069376
Policy instance 1
Insurance contract or identification number069376
Number of Individuals Covered601
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number069376
Policy instance 1
Insurance contract or identification number069376
Number of Individuals Covered584
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $8,555
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $8,555
Insurance broker organization code?3
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number809245
Policy instance 2
Insurance contract or identification number809245
Number of Individuals Covered0
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
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number069376
Policy instance 1
Insurance contract or identification number069376
Number of Individuals Covered558
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $10,385
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $10,385
Insurance broker organization code?3
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number809245
Policy instance 1
Insurance contract or identification number809245
Number of Individuals Covered548
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 number809245
Policy instance 1
Insurance contract or identification number809245
Number of Individuals Covered597
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
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 number807475
Policy instance 1
Insurance contract or identification number807475
Number of Individuals Covered718
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
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number807475
Policy instance 1
Insurance contract or identification number807475
Number of Individuals Covered679
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 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 number807475
Policy instance 1
Insurance contract or identification number807475
Number of Individuals Covered535
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 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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