401k Plan data: BURBANK HOUSING DEVELOPMENT CORP. TAX DEFERRED ANNUITY PLAN plan

BURBANK HOUSING DEVELOPMENT CORP. TAX DEFERRED ANNUITY PLAN 401k Plan overview

Plan Name	BURBANK HOUSING DEVELOPMENT CORP. TAX DEFERRED ANNUITY PLAN
Plan identification number	001

BURBANK HOUSING DEVELOPMENT CORP. TAX DEFERRED ANNUITY PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
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(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.
Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
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

BURBANK HOUSING DEVELOPMENT CORPORATION has sponsored the creation of one or more 401k plans.

Company Name: BURBANK HOUSING DEVELOPMENT CORPORATION

Employer identification number (EIN): 942837785

NAIC Classification: 531310

Additional information about BURBANK HOUSING DEVELOPMENT CORPORATION

Jurisdiction of Incorporation: California Department of State

Incorporation Date:

Company Identification Number: C1010353

More information about BURBANK HOUSING DEVELOPMENT CORPORATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BURBANK HOUSING DEVELOPMENT CORP. TAX DEFERRED ANNUITY PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 JUDITH YERA 2023-04-04
001 2021-01-01 JUDITH YERA 2022-07-06
001 2020-01-01 JUDITH YERA 2021-09-15
001 2019-01-01 CATHERINE MATHIAS 2020-10-08
001 2018-01-01 CATHERINE MATHIAS 2019-10-14
001 2017-01-01 CATHERINE MATHIAS 2018-10-09
001 2016-01-01 PAULA ASH 2017-10-11
001 2015-01-01 PAULA ASH 2016-10-14
001 2014-01-01 PAULA ASH 2015-08-26
001 2013-01-01 PAULA ASH 2014-10-13
001 2012-01-01 PAULA ASH PAULA ASH 2013-10-15
001 2011-01-01 KELLY L. BROOKS, APA PAULA ASH 2012-11-02
001 2010-07-01 KELLY L. BROOKS, APA
001 2009-07-01 KELLY L. BROOKS

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01	JUDITH YERA	2023-04-04
001	2021-01-01	JUDITH YERA	2022-07-06
001	2020-01-01	JUDITH YERA	2021-09-15
001	2019-01-01	CATHERINE MATHIAS	2020-10-08
001	2018-01-01	CATHERINE MATHIAS	2019-10-14
001	2017-01-01	CATHERINE MATHIAS	2018-10-09
001	2016-01-01	PAULA ASH	2017-10-11
001	2015-01-01	PAULA ASH	2016-10-14
001	2014-01-01	PAULA ASH	2015-08-26
001	2013-01-01	PAULA ASH	2014-10-13
001	2012-01-01	PAULA ASH		PAULA ASH	2013-10-15
001	2011-01-01	KELLY L. BROOKS, APA		PAULA ASH	2012-11-02
001	2010-07-01	KELLY L. BROOKS, APA
001	2009-07-01	KELLY L. BROOKS

Plan Statistics for BURBANK HOUSING DEVELOPMENT CORP. TAX DEFERRED ANNUITY PLAN

401k plan membership statisitcs for BURBANK HOUSING DEVELOPMENT CORP. TAX DEFERRED ANNUITY PLAN

Measure Date Value
2012: BURBANK HOUSING DEVELOPMENT CORP. TAX DEFERRED ANNUITY PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 176
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 99
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 63
Total of all active and inactive participants 2012-01-01 162
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 162
Number of participants with account balances 2012-01-01 131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: BURBANK HOUSING DEVELOPMENT CORP. TAX DEFERRED ANNUITY PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 134
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 150
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 24
Total of all active and inactive participants 2011-01-01 174
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 174
Number of participants with account balances 2011-01-01 138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 3
2010: BURBANK HOUSING DEVELOPMENT CORP. TAX DEFERRED ANNUITY PLAN 2010 401k membership
Total participants, beginning-of-year 2010-07-01 126
Total number of active participants reported on line 7a of the Form 5500 2010-07-01 90
Number of retired or separated participants receiving benefits 2010-07-01 41
Number of other retired or separated participants entitled to future benefits 2010-07-01 0
Total of all active and inactive participants 2010-07-01 131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-07-01 0
Total participants 2010-07-01 131
Number of participants with account balances 2010-07-01 107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-07-01 3
2009: BURBANK HOUSING DEVELOPMENT CORP. TAX DEFERRED ANNUITY PLAN 2009 401k membership
Total participants, beginning-of-year 2009-07-01 115
Total number of active participants reported on line 7a of the Form 5500 2009-07-01 86
Number of retired or separated participants receiving benefits 2009-07-01 40
Number of other retired or separated participants entitled to future benefits 2009-07-01 0
Total of all active and inactive participants 2009-07-01 126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-07-01 0
Total participants 2009-07-01 126
Number of participants with account balances 2009-07-01 107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-07-01 7

Measure	Date	Value
2012: BURBANK HOUSING DEVELOPMENT CORP. TAX DEFERRED ANNUITY PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	176
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	99
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	63
Total of all active and inactive participants	2012-01-01	162
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	162
Number of participants with account balances	2012-01-01	131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: BURBANK HOUSING DEVELOPMENT CORP. TAX DEFERRED ANNUITY PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	134
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	150
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	24
Total of all active and inactive participants	2011-01-01	174
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	174
Number of participants with account balances	2011-01-01	138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	3
2010: BURBANK HOUSING DEVELOPMENT CORP. TAX DEFERRED ANNUITY PLAN 2010 401k membership
Total participants, beginning-of-year	2010-07-01	126
Total number of active participants reported on line 7a of the Form 5500	2010-07-01	90
Number of retired or separated participants receiving benefits	2010-07-01	41
Number of other retired or separated participants entitled to future benefits	2010-07-01	0
Total of all active and inactive participants	2010-07-01	131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-07-01	0
Total participants	2010-07-01	131
Number of participants with account balances	2010-07-01	107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-07-01	3
2009: BURBANK HOUSING DEVELOPMENT CORP. TAX DEFERRED ANNUITY PLAN 2009 401k membership
Total participants, beginning-of-year	2009-07-01	115
Total number of active participants reported on line 7a of the Form 5500	2009-07-01	86
Number of retired or separated participants receiving benefits	2009-07-01	40
Number of other retired or separated participants entitled to future benefits	2009-07-01	0
Total of all active and inactive participants	2009-07-01	126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-07-01	0
Total participants	2009-07-01	126
Number of participants with account balances	2009-07-01	107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-07-01	7

Financial Data on BURBANK HOUSING DEVELOPMENT CORP. TAX DEFERRED ANNUITY PLAN

Measure	Date	Value
2012 : BURBANK HOUSING DEVELOPMENT CORP. TAX DEFERRED ANNUITY PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$3,352
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$2,483
Total income from all sources (including contributions)	2012-12-31	$745,768
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$584,128
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$580,512
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$327,291
Value of total assets at end of year	2012-12-31	$3,955,469
Value of total assets at beginning of year	2012-12-31	$3,792,960
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$3,616
Total interest from all sources	2012-12-31	$6,789
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 year	2012-12-31	No
Administrative expenses professional fees incurred	2012-12-31	$3,616
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$450,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$157,839
Participant contributions at end of year	2012-12-31	$83,547
Participant contributions at beginning of year	2012-12-31	$103,801
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$24,802
Liabilities. Value of operating payables at end of year	2012-12-31	$3,352
Liabilities. Value of operating payables at beginning of year	2012-12-31	$2,483
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$161,640
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$3,952,117
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$3,790,477
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$3,269,629
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$2,737,150
Interest on participant loans	2012-12-31	$6,789
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-12-31	$63,217
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-12-31	$356,578
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-12-31	$356,578
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$539,076
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$595,431
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$411,688
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$144,650
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$580,512
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	LINDQUIST, VON HUSEN & JOYCE, LLP
Accountancy firm EIN	2012-12-31	941250261
2011 : BURBANK HOUSING DEVELOPMENT CORP. TAX DEFERRED ANNUITY PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$2,483
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$2,573
Total income from all sources (including contributions)	2011-12-31	$250,462
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$178,858
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$175,123
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$287,193
Value of total assets at end of year	2011-12-31	$3,792,960
Value of total assets at beginning of year	2011-12-31	$3,721,446
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$3,735
Total interest from all sources	2011-12-31	$10,415
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 year	2011-12-31	No
Administrative expenses professional fees incurred	2011-12-31	$3,735
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$400,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$138,885
Participant contributions at end of year	2011-12-31	$103,801
Participant contributions at beginning of year	2011-12-31	$182,321
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$12,845
Other income not declared elsewhere	2011-12-31	$90
Liabilities. Value of operating payables at end of year	2011-12-31	$2,483
Liabilities. Value of operating payables at beginning of year	2011-12-31	$2,573
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$71,604
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$3,790,477
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$3,718,873
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$2,737,150
Interest on participant loans	2011-12-31	$10,415
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-12-31	$356,578
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-12-31	$20,720
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-12-31	$20,720
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$595,431
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$3,518,405
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-47,236
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$135,463
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$175,123
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	LINDQUIST, VON HUSEN & JOYCE, LLP
Accountancy firm EIN	2011-12-31	941250261
2010 : BURBANK HOUSING DEVELOPMENT CORP. TAX DEFERRED ANNUITY PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$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	$763,155
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$112,302
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$109,099
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$350,341
Value of total assets at end of year	2010-12-31	$3,721,446
Value of total assets at beginning of year	2010-12-31	$3,070,593
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$3,203
Total interest from all sources	2010-12-31	$2,214
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$957
Administrative expenses professional fees incurred	2010-12-31	$3,203
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$350,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$121,124
Participant contributions at end of year	2010-12-31	$182,321
Participant contributions at beginning of year	2010-12-31	$136,643
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2010-12-31	$2,573
Other income not declared elsewhere	2010-12-31	$92,206
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$650,853
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$3,721,446
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$3,070,593
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Interest on participant loans	2010-12-31	$2,214
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$20,720
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$26,897
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$26,897
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$3,518,405
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$2,907,053
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$410,600
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$229,217
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$109,099
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	LINDQUIST, VON HUSEN & JOYCE, LLP
Accountancy firm EIN	2010-12-31	941250261
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-06-30	$0

Form 5500 Responses for BURBANK HOUSING DEVELOPMENT CORP. TAX DEFERRED ANNUITY PLAN

2012: BURBANK HOUSING DEVELOPMENT CORP. TAX DEFERRED ANNUITY PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2011: BURBANK HOUSING DEVELOPMENT CORP. TAX DEFERRED ANNUITY PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	Yes
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2010: BURBANK HOUSING DEVELOPMENT CORP. TAX DEFERRED ANNUITY PLAN 2010 form 5500 responses
2010-07-01	Type of plan entity	Single employer plan
2010-07-01	Submission has been amended	Yes
2010-07-01	This submission is the final filing	No
2010-07-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2010-07-01	Plan is a collectively bargained plan	No
2010-07-01	Plan funding arrangement – Insurance	Yes
2010-07-01	Plan benefit arrangement – Insurance	Yes
2009: BURBANK HOUSING DEVELOPMENT CORP. TAX DEFERRED ANNUITY PLAN 2009 form 5500 responses
2009-07-01	Type of plan entity	Single employer plan
2009-07-01	Submission has been amended	No
2009-07-01	This submission is the final filing	No
2009-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-07-01	Plan is a collectively bargained plan	No
2009-07-01	Plan funding arrangement – Insurance	Yes
2009-07-01	Plan benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

ING LIFE INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

VE0598

Policy instance

Insurance contract or identification number	VE0598
Number of Individuals Covered	34
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $3,384
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Commission paid to Insurance Broker	USD $3,384
Insurance broker organization code?	3
Insurance broker name	LINDA MACIOCI

ING LIFE INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

VF1671

Policy instance

Insurance contract or identification number	VF1671
Number of Individuals Covered	34
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $925
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Commission paid to Insurance Broker	USD $925
Insurance broker organization code?	3
Insurance broker name	LINDA MACIOLI

ING LIFE INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

VE0598

Policy instance

Insurance contract or identification number	VE0598
Number of Individuals Covered	32
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $7,578
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No

ING LIFE INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

VF1671

Policy instance

Insurance contract or identification number	VF1671
Number of Individuals Covered	34
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $959
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No

ING LIFE INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

VE0598

Policy instance

Insurance contract or identification number	VE0598
Number of Individuals Covered	32
Insurance policy start date	2010-07-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $870
Total amount of fees paid to insurance company	USD $19
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No

ING LIFE INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

VF1671

Policy instance

Insurance contract or identification number	VF1671
Number of Individuals Covered	31
Insurance policy start date	2010-07-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $405
Total amount of fees paid to insurance company	USD $9
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No

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Company Name:	BURBANK HOUSING DEVELOPMENT CORPORATION
Employer identification number (EIN):	942837785
NAIC Classification:	531310

Jurisdiction of Incorporation:	California Department of State
Incorporation Date:
Company Identification Number:	C1010353