CHP 11-99 FOUNDATION has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan CALIFORNIA HIGHWAY PATROL 11-99 FOUNDATION 403(B) PLAN
401k plan membership statisitcs for CALIFORNIA HIGHWAY PATROL 11-99 FOUNDATION 403(B) PLAN
| Measure | Date | Value |
|---|
| 2018: CALIFORNIA HIGHWAY PATROL 11-99 FOUNDATION 403(B) PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 15 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 9 |
| Number of retired or separated participants receiving benefits | 2018-01-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 6 |
| Total of all active and inactive participants | 2018-01-01 | 16 |
| Total participants | 2018-01-01 | 16 |
| 2017: CALIFORNIA HIGHWAY PATROL 11-99 FOUNDATION 403(B) PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 13 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 8 |
| Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 7 |
| Total of all active and inactive participants | 2017-01-01 | 15 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
| Total participants | 2017-01-01 | 15 |
| 2016: CALIFORNIA HIGHWAY PATROL 11-99 FOUNDATION 403(B) PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 12 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 7 |
| Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 6 |
| Total of all active and inactive participants | 2016-01-01 | 13 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
| Total participants | 2016-01-01 | 13 |
| 2015: CALIFORNIA HIGHWAY PATROL 11-99 FOUNDATION 403(B) PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 12 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 7 |
| Number of retired or separated participants receiving benefits | 2015-01-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 5 |
| Total of all active and inactive participants | 2015-01-01 | 13 |
| Total participants | 2015-01-01 | 13 |
| 2014: CALIFORNIA HIGHWAY PATROL 11-99 FOUNDATION 403(B) PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 9 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 6 |
| Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 6 |
| Total of all active and inactive participants | 2014-01-01 | 12 |
| Total participants | 2014-01-01 | 12 |
| 2013: CALIFORNIA HIGHWAY PATROL 11-99 FOUNDATION 403(B) PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 5 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 5 |
| Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 4 |
| Total of all active and inactive participants | 2013-01-01 | 9 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
| Total participants | 2013-01-01 | 9 |
| Measure | Date | Value |
|---|
| 2018 : CALIFORNIA HIGHWAY PATROL 11-99 FOUNDATION 403(B) PLAN 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $93,227 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $5,430 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $5,170 |
| Total plan assets at end of year | 2018-12-31 | $840,869 |
| Total plan assets at beginning of year | 2018-12-31 | $753,072 |
| Total contributions received or receivable from participants | 2018-12-31 | $59,400 |
| Expenses. Other expenses not covered elsewhere | 2018-12-31 | $260 |
| Other income received | 2018-12-31 | $-41,577 |
| Net income (gross income less expenses) | 2018-12-31 | $87,797 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $840,869 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $753,072 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $75,404 |
| 2017 : CALIFORNIA HIGHWAY PATROL 11-99 FOUNDATION 403(B) PLAN 2017 401k financial data |
|---|
| Transfers to/from the plan | 2017-12-31 | $0 |
| Total plan liabilities at beginning of year | 2017-12-31 | $0 |
| Total income from all sources | 2017-12-31 | $190,742 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $259 |
| Total plan assets at end of year | 2017-12-31 | $753,072 |
| Total plan assets at beginning of year | 2017-12-31 | $562,589 |
| Total contributions received or receivable from participants | 2017-12-31 | $50,183 |
| Expenses. Other expenses not covered elsewhere | 2017-12-31 | $259 |
| Other income received | 2017-12-31 | $73,404 |
| Net income (gross income less expenses) | 2017-12-31 | $190,483 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $753,072 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $562,589 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $67,155 |
| 2016 : CALIFORNIA HIGHWAY PATROL 11-99 FOUNDATION 403(B) PLAN 2016 401k financial data |
|---|
| Transfers to/from the plan | 2016-12-31 | $0 |
| Total plan liabilities at beginning of year | 2016-12-31 | $0 |
| Total income from all sources | 2016-12-31 | $121,981 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $227 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $0 |
| Total plan assets at end of year | 2016-12-31 | $562,589 |
| Total plan assets at beginning of year | 2016-12-31 | $440,835 |
| Total contributions received or receivable from participants | 2016-12-31 | $39,225 |
| Expenses. Other expenses not covered elsewhere | 2016-12-31 | $227 |
| Other income received | 2016-12-31 | $30,413 |
| Net income (gross income less expenses) | 2016-12-31 | $121,754 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $562,589 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $440,835 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $52,343 |
| 2015 : CALIFORNIA HIGHWAY PATROL 11-99 FOUNDATION 403(B) PLAN 2015 401k financial data |
|---|
| Total plan liabilities at end of year | 2015-12-31 | $0 |
| Total plan liabilities at beginning of year | 2015-12-31 | $0 |
| Total income from all sources | 2015-12-31 | $69,121 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $30,157 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $29,958 |
| Total plan assets at end of year | 2015-12-31 | $440,835 |
| Total plan assets at beginning of year | 2015-12-31 | $401,871 |
| Total contributions received or receivable from participants | 2015-12-31 | $27,496 |
| Expenses. Other expenses not covered elsewhere | 2015-12-31 | $199 |
| Other income received | 2015-12-31 | $511 |
| Net income (gross income less expenses) | 2015-12-31 | $38,964 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $440,835 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $401,871 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $41,114 |
| 2014 : CALIFORNIA HIGHWAY PATROL 11-99 FOUNDATION 403(B) PLAN 2014 401k financial data |
|---|
| Total plan liabilities at end of year | 2014-12-31 | $0 |
| Total plan liabilities at beginning of year | 2014-12-31 | $0 |
| Total income from all sources | 2014-12-31 | $74,570 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $138 |
| Total plan assets at end of year | 2014-12-31 | $401,756 |
| Total plan assets at beginning of year | 2014-12-31 | $327,324 |
| Total contributions received or receivable from participants | 2014-12-31 | $22,318 |
| Expenses. Other expenses not covered elsewhere | 2014-12-31 | $138 |
| Other income received | 2014-12-31 | $16,972 |
| Net income (gross income less expenses) | 2014-12-31 | $74,432 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $401,756 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $327,324 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $35,280 |
| 2013 : CALIFORNIA HIGHWAY PATROL 11-99 FOUNDATION 403(B) PLAN 2013 401k financial data |
|---|
| Total plan liabilities at end of year | 2013-12-31 | $0 |
| Total plan liabilities at beginning of year | 2013-12-31 | $0 |
| Total income from all sources | 2013-12-31 | $46,783 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $2,392 |
| Total plan assets at end of year | 2013-12-31 | $44,391 |
| Total plan assets at beginning of year | 2013-12-31 | $0 |
| Total contributions received or receivable from participants | 2013-12-31 | $16,707 |
| Expenses. Other expenses not covered elsewhere | 2013-12-31 | $2,362 |
| Net income (gross income less expenses) | 2013-12-31 | $44,391 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $44,391 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $30,076 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $30 |
| 2018: CALIFORNIA HIGHWAY PATROL 11-99 FOUNDATION 403(B) PLAN 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Submission has been amended | No |
| 2018-01-01 | This submission is the final filing | No |
| 2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-01-01 | Plan is a collectively bargained plan | No |
| 2018-01-01 | Plan funding arrangement – Insurance | Yes |
| 2018-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2017: CALIFORNIA HIGHWAY PATROL 11-99 FOUNDATION 403(B) PLAN 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Submission has been amended | No |
| 2017-01-01 | This submission is the final filing | No |
| 2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-01-01 | Plan is a collectively bargained plan | No |
| 2017-01-01 | Plan funding arrangement – Insurance | Yes |
| 2017-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2016: CALIFORNIA HIGHWAY PATROL 11-99 FOUNDATION 403(B) PLAN 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Submission has been amended | No |
| 2016-01-01 | This submission is the final filing | No |
| 2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-01-01 | Plan is a collectively bargained plan | No |
| 2016-01-01 | Plan funding arrangement – Insurance | Yes |
| 2016-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2015: CALIFORNIA HIGHWAY PATROL 11-99 FOUNDATION 403(B) PLAN 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Submission has been amended | No |
| 2015-01-01 | This submission is the final filing | No |
| 2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-01-01 | Plan is a collectively bargained plan | No |
| 2015-01-01 | Plan funding arrangement – Insurance | Yes |
| 2015-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2014: CALIFORNIA HIGHWAY PATROL 11-99 FOUNDATION 403(B) PLAN 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Submission has been amended | No |
| 2014-01-01 | This submission is the final filing | No |
| 2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-01-01 | Plan is a collectively bargained plan | No |
| 2014-01-01 | Plan funding arrangement – Insurance | Yes |
| 2014-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2013: CALIFORNIA HIGHWAY PATROL 11-99 FOUNDATION 403(B) PLAN 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | First time form 5500 has been submitted | Yes |
| 2013-01-01 | Submission has been amended | No |
| 2013-01-01 | This submission is the final filing | No |
| 2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-01-01 | Plan is a collectively bargained plan | No |
| 2013-01-01 | Plan funding arrangement – Insurance | Yes |
| 2013-01-01 | Plan benefit arrangement – Insurance | Yes |
| AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 ) |
| Policy contract number | 747641 |
| Policy instance | 1 |
| Insurance contract or identification number | 747641 | | Number of Individuals Covered | 16 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Total amount of commissions paid to insurance broker | USD $1 | | Total amount of fees paid to insurance company | USD $4,544 | | 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 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 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $4,544 |
|
| AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 ) |
| Policy contract number | 747641 |
| Policy instance | 1 |
| Insurance contract or identification number | 747641 | | Number of Individuals Covered | 15 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Total amount of commissions paid to insurance broker | USD $1 | | Total amount of fees paid to insurance company | USD $3,829 | | 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 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 | | Amount paid for insurance broker fees | 3829 | | Insurance broker name | G. WEST, CLU |
|
| AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 ) |
| Policy contract number | 747641 |
| Policy instance | 1 |
| Insurance contract or identification number | 747641 | | Number of Individuals Covered | 12 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $1 | | Total amount of fees paid to insurance company | USD $24 | | 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 | | Amount paid for insurance broker fees | 24 | | Insurance broker name | G.WEST, CLU |
|
| AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 ) |
| Policy contract number | 747641 |
| Policy instance | 1 |
| Insurance contract or identification number | 747641 | | Number of Individuals Covered | 12 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $1 | | Total amount of fees paid to insurance company | USD $2,228 | | 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 | | Amount paid for insurance broker fees | 2228 | | Insurance broker name | G. WEST CLU |
|
| AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 ) |
| Policy contract number | 747641 |
| Policy instance | 1 |
| Insurance contract or identification number | 747641 | | Number of Individuals Covered | 9 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Total amount of commissions paid to insurance broker | USD $2 | | Total amount of fees paid to insurance company | USD $2,072 | | 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 | | Amount paid for insurance broker fees | 1714 | | Insurance broker name | R. BOUDREAU |
|
