?>
Logo

403(B) THRIFT PLAN OF CATHEDRAL SQUARE CORPORATION 401k Plan overview

Plan Name403(B) THRIFT PLAN OF CATHEDRAL SQUARE CORPORATION
Plan identification number 001

403(B) THRIFT PLAN OF CATHEDRAL SQUARE CORPORATION Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • 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

CATHEDRAL SQUARE CORPORATION has sponsored the creation of one or more 401k plans.

Company Name:CATHEDRAL SQUARE CORPORATION
Employer identification number (EIN):030264362
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Additional information about CATHEDRAL SQUARE CORPORATION

Jurisdiction of Incorporation: Vermont Secretary of State Corporations Division
Incorporation Date: 1976-12-28
Company Identification Number: 41577
Legal Registered Office Address: 412 FARRELL STREET #100

S. BURLINGTON
United States of America (USA)
05403

More information about CATHEDRAL SQUARE CORPORATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 403(B) THRIFT PLAN OF CATHEDRAL SQUARE CORPORATION

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-10-01
0012020-10-01
0012019-10-01
0012018-10-01
0012017-10-01
0012016-10-01CARMEL EWING
0012015-10-01CARMEL EWING CARMEL EWING2017-07-05
0012014-10-01CARMEL EWING
0012014-10-01CARMEL EWING2016-06-14 CARMEL EWING2016-06-14
0012013-10-01CARMEL EWING
0012012-10-01CARMEL EWING CARMEL EWING2016-10-14
0012011-10-01CARMEL EWING2013-04-12 CARMEL EWING2013-04-12
0012010-10-01CARMEL EWING2012-03-07 CARMEL EWING2012-03-07

Plan Statistics for 403(B) THRIFT PLAN OF CATHEDRAL SQUARE CORPORATION

401k plan membership statisitcs for 403(B) THRIFT PLAN OF CATHEDRAL SQUARE CORPORATION

Measure Date Value
2021: 403(B) THRIFT PLAN OF CATHEDRAL SQUARE CORPORATION 2021 401k membership
Total participants, beginning-of-year2021-10-01203
Total number of active participants reported on line 7a of the Form 55002021-10-01154
Number of retired or separated participants receiving benefits2021-10-010
Number of other retired or separated participants entitled to future benefits2021-10-0162
Total of all active and inactive participants2021-10-01216
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-10-010
Total participants2021-10-01216
Number of participants with account balances2021-10-01216
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-10-010
2020: 403(B) THRIFT PLAN OF CATHEDRAL SQUARE CORPORATION 2020 401k membership
Total participants, beginning-of-year2020-10-01181
Total number of active participants reported on line 7a of the Form 55002020-10-01152
Number of retired or separated participants receiving benefits2020-10-010
Number of other retired or separated participants entitled to future benefits2020-10-0151
Total of all active and inactive participants2020-10-01203
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-10-010
Total participants2020-10-01203
Number of participants with account balances2020-10-01201
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-10-010
2019: 403(B) THRIFT PLAN OF CATHEDRAL SQUARE CORPORATION 2019 401k membership
Total participants, beginning-of-year2019-10-01174
Total number of active participants reported on line 7a of the Form 55002019-10-01139
Number of retired or separated participants receiving benefits2019-10-010
Number of other retired or separated participants entitled to future benefits2019-10-0142
Total of all active and inactive participants2019-10-01181
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-10-010
Total participants2019-10-01181
Number of participants with account balances2019-10-01179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-10-010
2018: 403(B) THRIFT PLAN OF CATHEDRAL SQUARE CORPORATION 2018 401k membership
Total participants, beginning-of-year2018-10-01151
Total number of active participants reported on line 7a of the Form 55002018-10-01135
Number of retired or separated participants receiving benefits2018-10-010
Number of other retired or separated participants entitled to future benefits2018-10-0139
Total of all active and inactive participants2018-10-01174
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-10-010
Total participants2018-10-01174
Number of participants with account balances2018-10-01170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-10-010
2017: 403(B) THRIFT PLAN OF CATHEDRAL SQUARE CORPORATION 2017 401k membership
Total participants, beginning-of-year2017-10-01131
Total number of active participants reported on line 7a of the Form 55002017-10-01113
Number of retired or separated participants receiving benefits2017-10-010
Number of other retired or separated participants entitled to future benefits2017-10-0138
Total of all active and inactive participants2017-10-01151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-10-010
Total participants2017-10-01151
Number of participants with account balances2017-10-01148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-10-010
2016: 403(B) THRIFT PLAN OF CATHEDRAL SQUARE CORPORATION 2016 401k membership
Total participants, beginning-of-year2016-10-01118
Total number of active participants reported on line 7a of the Form 55002016-10-01103
Number of retired or separated participants receiving benefits2016-10-010
Number of other retired or separated participants entitled to future benefits2016-10-0128
Total of all active and inactive participants2016-10-01131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-10-010
Total participants2016-10-01131
Number of participants with account balances2016-10-01129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-10-012
2015: 403(B) THRIFT PLAN OF CATHEDRAL SQUARE CORPORATION 2015 401k membership
Total participants, beginning-of-year2015-10-01136
Total number of active participants reported on line 7a of the Form 55002015-10-01125
Number of retired or separated participants receiving benefits2015-10-010
Number of other retired or separated participants entitled to future benefits2015-10-0120
Total of all active and inactive participants2015-10-01145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-10-010
Total participants2015-10-01145
Number of participants with account balances2015-10-01118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-10-016
2014: 403(B) THRIFT PLAN OF CATHEDRAL SQUARE CORPORATION 2014 401k membership
Total participants, beginning-of-year2014-10-01136
Total number of active participants reported on line 7a of the Form 55002014-10-01108
Number of retired or separated participants receiving benefits2014-10-010
Number of other retired or separated participants entitled to future benefits2014-10-0116
Total of all active and inactive participants2014-10-01124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-10-010
Total participants2014-10-01124
Number of participants with account balances2014-10-01104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-10-015
2013: 403(B) THRIFT PLAN OF CATHEDRAL SQUARE CORPORATION 2013 401k membership
Total participants, beginning-of-year2013-10-01122
Total number of active participants reported on line 7a of the Form 55002013-10-01119
Number of retired or separated participants receiving benefits2013-10-010
Number of other retired or separated participants entitled to future benefits2013-10-0117
Total of all active and inactive participants2013-10-01136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-10-010
Total participants2013-10-01136
Number of participants with account balances2013-10-0197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-10-010
2012: 403(B) THRIFT PLAN OF CATHEDRAL SQUARE CORPORATION 2012 401k membership
Total participants, beginning-of-year2012-10-01123
Total number of active participants reported on line 7a of the Form 55002012-10-01108
Number of retired or separated participants receiving benefits2012-10-010
Number of other retired or separated participants entitled to future benefits2012-10-0114
Total of all active and inactive participants2012-10-01122
Total participants2012-10-01122

Financial Data on 403(B) THRIFT PLAN OF CATHEDRAL SQUARE CORPORATION

Measure Date Value
2022 : 403(B) THRIFT PLAN OF CATHEDRAL SQUARE CORPORATION 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-09-30$0
Total income from all sources (including contributions)2022-09-30$-659,850
Total loss/gain on sale of assets2022-09-30$0
Total of all expenses incurred2022-09-30$155,999
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-09-30$154,391
Expenses. Certain deemed distributions of participant loans2022-09-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-09-30$955,516
Value of total assets at end of year2022-09-30$8,039,283
Value of total assets at beginning of year2022-09-30$8,855,132
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-09-30$1,608
Total interest from all sources2022-09-30$5,859
Total dividends received (eg from common stock, registered investment company shares)2022-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-09-30No
Was this plan covered by a fidelity bond2022-09-30Yes
Value of fidelity bond cover2022-09-30$500,000
If this is an individual account plan, was there a blackout period2022-09-30No
Were there any nonexempt tranactions with any party-in-interest2022-09-30No
Contributions received from participants2022-09-30$458,803
Participant contributions at end of year2022-09-30$68,144
Participant contributions at beginning of year2022-09-30$24,807
Income. Received or receivable in cash from other sources (including rollovers)2022-09-30$244,739
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-09-30$667
Other income not declared elsewhere2022-09-30$0
Administrative expenses (other) incurred2022-09-30$1,322
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-09-30No
Value of net income/loss2022-09-30$-815,849
Value of net assets at end of year (total assets less liabilities)2022-09-30$8,039,283
Value of net assets at beginning of year (total assets less liabilities)2022-09-30$8,855,132
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-09-30No
Were any leases to which the plan was party in default or uncollectible2022-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-09-30$6,829,833
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-09-30$7,698,488
Value of interest in pooled separate accounts at end of year2022-09-30$215,207
Value of interest in pooled separate accounts at beginning of year2022-09-30$264,280
Interest on participant loans2022-09-30$0
Interest earned on other investments2022-09-30$5,859
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-09-30$926,099
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-09-30$867,557
Expenses. Payments to insurance carriers foe the provision of benefits2022-09-30$0
Net investment gain/loss from pooled separate accounts2022-09-30$-1,621,225
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-09-30No
Was there a failure to transmit to the plan any participant contributions2022-09-30No
Has the plan failed to provide any benefit when due under the plan2022-09-30No
Contributions received in cash from employer2022-09-30$251,974
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-09-30$153,724
Contract administrator fees2022-09-30$286
Did the plan have assets held for investment2022-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-09-30No
Opinion of an independent qualified public accountant for this plan2022-09-30Unqualified
Accountancy firm name2022-09-30MCSOLEY MCCOY & CO
Accountancy firm EIN2022-09-30030327374
2021 : 403(B) THRIFT PLAN OF CATHEDRAL SQUARE CORPORATION 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-09-30$0
Total income from all sources (including contributions)2021-09-30$2,370,323
Total loss/gain on sale of assets2021-09-30$0
Total of all expenses incurred2021-09-30$138,297
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-09-30$136,592
Expenses. Certain deemed distributions of participant loans2021-09-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-09-30$818,885
Value of total assets at end of year2021-09-30$8,855,132
Value of total assets at beginning of year2021-09-30$6,623,106
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-09-30$1,705
Total interest from all sources2021-09-30$35,190
Total dividends received (eg from common stock, registered investment company shares)2021-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-09-30No
Was this plan covered by a fidelity bond2021-09-30Yes
Value of fidelity bond cover2021-09-30$500,000
If this is an individual account plan, was there a blackout period2021-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-09-30$0
Were there any nonexempt tranactions with any party-in-interest2021-09-30No
Contributions received from participants2021-09-30$277,078
Participant contributions at end of year2021-09-30$24,807
Participant contributions at beginning of year2021-09-30$47,159
Income. Received or receivable in cash from other sources (including rollovers)2021-09-30$182,510
Other income not declared elsewhere2021-09-30$0
Administrative expenses (other) incurred2021-09-30$1,433
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-09-30No
Value of net income/loss2021-09-30$2,232,026
Value of net assets at end of year (total assets less liabilities)2021-09-30$8,855,132
Value of net assets at beginning of year (total assets less liabilities)2021-09-30$6,623,106
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-09-30No
Were any leases to which the plan was party in default or uncollectible2021-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-09-30$7,698,488
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-09-30$5,784,324
Value of interest in pooled separate accounts at end of year2021-09-30$264,280
Value of interest in pooled separate accounts at beginning of year2021-09-30$177,828
Interest on participant loans2021-09-30$9,969
Interest earned on other investments2021-09-30$25,221
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-09-30$867,557
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-09-30$613,795
Expenses. Payments to insurance carriers foe the provision of benefits2021-09-30$0
Net investment gain/loss from pooled separate accounts2021-09-30$1,516,248
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-09-30No
Was there a failure to transmit to the plan any participant contributions2021-09-30No
Has the plan failed to provide any benefit when due under the plan2021-09-30No
Contributions received in cash from employer2021-09-30$359,297
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-09-30$136,592
Contract administrator fees2021-09-30$272
Did the plan have assets held for investment2021-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-09-30No
Opinion of an independent qualified public accountant for this plan2021-09-30Disclaimer
Accountancy firm name2021-09-30MCSOLEY MCCOY & CO
Accountancy firm EIN2021-09-30030327374
2020 : 403(B) THRIFT PLAN OF CATHEDRAL SQUARE CORPORATION 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-09-30$0
Total income from all sources (including contributions)2020-09-30$1,195,896
Total loss/gain on sale of assets2020-09-30$0
Total of all expenses incurred2020-09-30$88,310
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-09-30$86,650
Expenses. Certain deemed distributions of participant loans2020-09-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-09-30$684,826
Value of total assets at end of year2020-09-30$6,623,106
Value of total assets at beginning of year2020-09-30$5,515,520
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-09-30$1,660
Total interest from all sources2020-09-30$8,065
Total dividends received (eg from common stock, registered investment company shares)2020-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-09-30No
Was this plan covered by a fidelity bond2020-09-30Yes
Value of fidelity bond cover2020-09-30$500,000
If this is an individual account plan, was there a blackout period2020-09-30No
Were there any nonexempt tranactions with any party-in-interest2020-09-30No
Contributions received from participants2020-09-30$441,675
Participant contributions at end of year2020-09-30$47,159
Participant contributions at beginning of year2020-09-30$41,413
Income. Received or receivable in cash from other sources (including rollovers)2020-09-30$95,985
Other income not declared elsewhere2020-09-30$728
Administrative expenses (other) incurred2020-09-30$1,436
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-09-30No
Value of net income/loss2020-09-30$1,107,586
Value of net assets at end of year (total assets less liabilities)2020-09-30$6,623,106
Value of net assets at beginning of year (total assets less liabilities)2020-09-30$5,515,520
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-09-30No
Were any leases to which the plan was party in default or uncollectible2020-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-09-30$5,784,324
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-09-30$4,816,500
Value of interest in pooled separate accounts at end of year2020-09-30$177,828
Value of interest in pooled separate accounts at beginning of year2020-09-30$183,834
Interest on participant loans2020-09-30$0
Interest earned on other investments2020-09-30$8,065
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-09-30$613,795
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-09-30$473,773
Expenses. Payments to insurance carriers foe the provision of benefits2020-09-30$0
Net investment gain/loss from pooled separate accounts2020-09-30$502,277
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-09-30No
Was there a failure to transmit to the plan any participant contributions2020-09-30No
Has the plan failed to provide any benefit when due under the plan2020-09-30No
Contributions received in cash from employer2020-09-30$147,166
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-09-30$86,650
Contract administrator fees2020-09-30$224
Did the plan have assets held for investment2020-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-09-30Yes
Opinion of an independent qualified public accountant for this plan2020-09-30Disclaimer
Accountancy firm name2020-09-30MCSOLEY MCCOY & CO
Accountancy firm EIN2020-09-30030327374
2019 : 403(B) THRIFT PLAN OF CATHEDRAL SQUARE CORPORATION 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-09-30$0
Total income from all sources (including contributions)2019-09-30$855,178
Total loss/gain on sale of assets2019-09-30$0
Total of all expenses incurred2019-09-30$426,282
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-09-30$424,481
Expenses. Certain deemed distributions of participant loans2019-09-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-09-30$766,236
Value of total assets at end of year2019-09-30$5,515,520
Value of total assets at beginning of year2019-09-30$5,086,624
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-09-30$1,801
Total interest from all sources2019-09-30$8,793
Total dividends received (eg from common stock, registered investment company shares)2019-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-09-30No
Was this plan covered by a fidelity bond2019-09-30Yes
Value of fidelity bond cover2019-09-30$500,000
If this is an individual account plan, was there a blackout period2019-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-09-30$0
Were there any nonexempt tranactions with any party-in-interest2019-09-30No
Contributions received from participants2019-09-30$321,089
Participant contributions at end of year2019-09-30$41,413
Participant contributions at beginning of year2019-09-30$58,738
Income. Received or receivable in cash from other sources (including rollovers)2019-09-30$232,140
Other income not declared elsewhere2019-09-30$66,912
Administrative expenses (other) incurred2019-09-30$1,801
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-09-30No
Value of net income/loss2019-09-30$428,896
Value of net assets at end of year (total assets less liabilities)2019-09-30$5,515,520
Value of net assets at beginning of year (total assets less liabilities)2019-09-30$5,086,624
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-09-30No
Were any leases to which the plan was party in default or uncollectible2019-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-09-30$4,816,500
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-09-30$4,404,144
Value of interest in pooled separate accounts at end of year2019-09-30$183,834
Value of interest in pooled separate accounts at beginning of year2019-09-30$191,159
Interest on participant loans2019-09-30$0
Interest earned on other investments2019-09-30$8,793
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-09-30$473,773
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-09-30$432,583
Expenses. Payments to insurance carriers foe the provision of benefits2019-09-30$0
Net investment gain/loss from pooled separate accounts2019-09-30$13,237
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-09-30No
Was there a failure to transmit to the plan any participant contributions2019-09-30No
Has the plan failed to provide any benefit when due under the plan2019-09-30No
Contributions received in cash from employer2019-09-30$213,007
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-09-30$424,481
Did the plan have assets held for investment2019-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-09-30Yes
Opinion of an independent qualified public accountant for this plan2019-09-30Disclaimer
Accountancy firm name2019-09-30MCSOLEY MCCOY & CO
Accountancy firm EIN2019-09-30030327374
2018 : 403(B) THRIFT PLAN OF CATHEDRAL SQUARE CORPORATION 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-09-30$0
Total income from all sources (including contributions)2018-09-30$994,880
Total loss/gain on sale of assets2018-09-30$0
Total of all expenses incurred2018-09-30$191,648
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-09-30$189,776
Expenses. Certain deemed distributions of participant loans2018-09-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-09-30$610,854
Value of total assets at end of year2018-09-30$5,086,623
Value of total assets at beginning of year2018-09-30$4,283,391
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-09-30$1,872
Total interest from all sources2018-09-30$24,967
Total dividends received (eg from common stock, registered investment company shares)2018-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-09-30No
Was this plan covered by a fidelity bond2018-09-30Yes
Value of fidelity bond cover2018-09-30$500,000
If this is an individual account plan, was there a blackout period2018-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-09-30$0
Were there any nonexempt tranactions with any party-in-interest2018-09-30No
Contributions received from participants2018-09-30$274,759
Participant contributions at end of year2018-09-30$58,738
Participant contributions at beginning of year2018-09-30$67,790
Income. Received or receivable in cash from other sources (including rollovers)2018-09-30$136,262
Other income not declared elsewhere2018-09-30$23,603
Administrative expenses (other) incurred2018-09-30$1,872
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-09-30No
Value of net income/loss2018-09-30$803,232
Value of net assets at end of year (total assets less liabilities)2018-09-30$5,086,623
Value of net assets at beginning of year (total assets less liabilities)2018-09-30$4,283,391
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-09-30No
Were any leases to which the plan was party in default or uncollectible2018-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-09-30$4,404,144
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-09-30$3,646,731
Value of interest in pooled separate accounts at end of year2018-09-30$191,159
Value of interest in pooled separate accounts at beginning of year2018-09-30$176,507
Interest on participant loans2018-09-30$0
Interest earned on other investments2018-09-30$5,403
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-09-30$19,564
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-09-30$432,582
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-09-30$392,363
Expenses. Payments to insurance carriers foe the provision of benefits2018-09-30$0
Net investment gain/loss from pooled separate accounts2018-09-30$335,456
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-09-30No
Was there a failure to transmit to the plan any participant contributions2018-09-30No
Has the plan failed to provide any benefit when due under the plan2018-09-30No
Contributions received in cash from employer2018-09-30$199,833
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-09-30$189,776
Did the plan have assets held for investment2018-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-09-30Yes
Opinion of an independent qualified public accountant for this plan2018-09-30Disclaimer
Accountancy firm name2018-09-30MCSOLEY MCCOY & CO
Accountancy firm EIN2018-09-30030327374
2017 : 403(B) THRIFT PLAN OF CATHEDRAL SQUARE CORPORATION 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-09-30$0
Total income from all sources (including contributions)2017-09-30$989,021
Total loss/gain on sale of assets2017-09-30$0
Total of all expenses incurred2017-09-30$49,576
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-09-30$47,675
Expenses. Certain deemed distributions of participant loans2017-09-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-09-30$534,540
Value of total assets at end of year2017-09-30$4,283,391
Value of total assets at beginning of year2017-09-30$3,343,946
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-09-30$1,901
Total interest from all sources2017-09-30$5,262
Total dividends received (eg from common stock, registered investment company shares)2017-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-09-30No
Was this plan covered by a fidelity bond2017-09-30Yes
Value of fidelity bond cover2017-09-30$350,000
If this is an individual account plan, was there a blackout period2017-09-30No
Were there any nonexempt tranactions with any party-in-interest2017-09-30No
Contributions received from participants2017-09-30$245,915
Participant contributions at end of year2017-09-30$67,790
Participant contributions at beginning of year2017-09-30$72,050
Income. Received or receivable in cash from other sources (including rollovers)2017-09-30$100,366
Other income not declared elsewhere2017-09-30$12
Administrative expenses (other) incurred2017-09-30$1,901
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-09-30No
Value of net income/loss2017-09-30$939,445
Value of net assets at end of year (total assets less liabilities)2017-09-30$4,283,391
Value of net assets at beginning of year (total assets less liabilities)2017-09-30$3,343,946
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-09-30No
Were any leases to which the plan was party in default or uncollectible2017-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-09-30$3,646,731
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-09-30$2,753,711
Value of interest in pooled separate accounts at end of year2017-09-30$176,507
Value of interest in pooled separate accounts at beginning of year2017-09-30$156,778
Interest on participant loans2017-09-30$0
Interest earned on other investments2017-09-30$5,262
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-09-30$392,363
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-09-30$361,407
Expenses. Payments to insurance carriers foe the provision of benefits2017-09-30$0
Net investment gain/loss from pooled separate accounts2017-09-30$449,207
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-09-30No
Was there a failure to transmit to the plan any participant contributions2017-09-30No
Has the plan failed to provide any benefit when due under the plan2017-09-30No
Contributions received in cash from employer2017-09-30$188,259
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-09-30$47,675
Did the plan have assets held for investment2017-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-09-30Yes
Opinion of an independent qualified public accountant for this plan2017-09-30Disclaimer
Accountancy firm name2017-09-30MCSOLEY MCCOY& CO
Accountancy firm EIN2017-09-30030327374
2016 : 403(B) THRIFT PLAN OF CATHEDRAL SQUARE CORPORATION 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-09-30$0
Total income from all sources (including contributions)2016-09-30$804,877
Total loss/gain on sale of assets2016-09-30$0
Total of all expenses incurred2016-09-30$247,143
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-09-30$245,402
Expenses. Certain deemed distributions of participant loans2016-09-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-09-30$432,134
Value of total assets at end of year2016-09-30$3,343,946
Value of total assets at beginning of year2016-09-30$2,786,212
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-09-30$1,741
Total interest from all sources2016-09-30$4,839
Total dividends received (eg from common stock, registered investment company shares)2016-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-09-30No
Was this plan covered by a fidelity bond2016-09-30Yes
Value of fidelity bond cover2016-09-30$350,000
If this is an individual account plan, was there a blackout period2016-09-30No
Were there any nonexempt tranactions with any party-in-interest2016-09-30No
Contributions received from participants2016-09-30$200,479
Participant contributions at end of year2016-09-30$72,050
Participant contributions at beginning of year2016-09-30$64,214
Income. Received or receivable in cash from other sources (including rollovers)2016-09-30$61,384
Other income not declared elsewhere2016-09-30$94,671
Administrative expenses (other) incurred2016-09-30$1,741
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-09-30No
Value of net income/loss2016-09-30$557,734
Value of net assets at end of year (total assets less liabilities)2016-09-30$3,343,946
Value of net assets at beginning of year (total assets less liabilities)2016-09-30$2,786,212
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-09-30No
Were any leases to which the plan was party in default or uncollectible2016-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-09-30$2,753,711
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-09-30$2,247,669
Value of interest in pooled separate accounts at end of year2016-09-30$156,778
Value of interest in pooled separate accounts at beginning of year2016-09-30$142,688
Interest on participant loans2016-09-30$0
Interest earned on other investments2016-09-30$4,839
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-09-30$361,407
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-09-30$331,641
Expenses. Payments to insurance carriers foe the provision of benefits2016-09-30$0
Net investment gain/loss from pooled separate accounts2016-09-30$273,233
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-09-30No
Was there a failure to transmit to the plan any participant contributions2016-09-30No
Has the plan failed to provide any benefit when due under the plan2016-09-30No
Contributions received in cash from employer2016-09-30$170,271
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-09-30$245,402
Did the plan have assets held for investment2016-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-09-30Yes
Opinion of an independent qualified public accountant for this plan2016-09-30Disclaimer
Accountancy firm name2016-09-30MCSOLEY MCCOY & CO
Accountancy firm EIN2016-09-30030327374
2015 : 403(B) THRIFT PLAN OF CATHEDRAL SQUARE CORPORATION 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-09-30$0
Total income from all sources (including contributions)2015-09-30$364,511
Total loss/gain on sale of assets2015-09-30$0
Total of all expenses incurred2015-09-30$67,066
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-09-30$65,448
Expenses. Certain deemed distributions of participant loans2015-09-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-09-30$407,147
Value of total assets at end of year2015-09-30$2,786,212
Value of total assets at beginning of year2015-09-30$2,488,767
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-09-30$1,618
Total interest from all sources2015-09-30$4,406
Total dividends received (eg from common stock, registered investment company shares)2015-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-09-30No
Was this plan covered by a fidelity bond2015-09-30Yes
Value of fidelity bond cover2015-09-30$300,000
If this is an individual account plan, was there a blackout period2015-09-30No
Were there any nonexempt tranactions with any party-in-interest2015-09-30No
Contributions received from participants2015-09-30$160,683
Participant contributions at end of year2015-09-30$64,214
Participant contributions at beginning of year2015-09-30$15,858
Income. Received or receivable in cash from other sources (including rollovers)2015-09-30$104,896
Other income not declared elsewhere2015-09-30$0
Administrative expenses (other) incurred2015-09-30$1,618
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-09-30No
Value of net income/loss2015-09-30$297,445
Value of net assets at end of year (total assets less liabilities)2015-09-30$2,786,212
Value of net assets at beginning of year (total assets less liabilities)2015-09-30$2,488,767
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-09-30No
Were any leases to which the plan was party in default or uncollectible2015-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-09-30$2,247,669
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-09-30$1,944,858
Value of interest in pooled separate accounts at end of year2015-09-30$142,688
Value of interest in pooled separate accounts at beginning of year2015-09-30$149,240
Interest on participant loans2015-09-30$0
Interest earned on other investments2015-09-30$4,406
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-09-30$331,641
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-09-30$378,811
Expenses. Payments to insurance carriers foe the provision of benefits2015-09-30$0
Net investment gain/loss from pooled separate accounts2015-09-30$-47,042
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-09-30No
Was there a failure to transmit to the plan any participant contributions2015-09-30No
Has the plan failed to provide any benefit when due under the plan2015-09-30No
Contributions received in cash from employer2015-09-30$141,568
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-09-30$65,448
Did the plan have assets held for investment2015-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-09-30Yes
Opinion of an independent qualified public accountant for this plan2015-09-30Disclaimer
Accountancy firm name2015-09-30MCSOLEY MCCOY & CO
Accountancy firm EIN2015-09-30030327374
2014 : 403(B) THRIFT PLAN OF CATHEDRAL SQUARE CORPORATION 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-09-30$0
Total income from all sources (including contributions)2014-09-30$539,293
Total loss/gain on sale of assets2014-09-30$0
Total of all expenses incurred2014-09-30$252,146
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-09-30$250,410
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-09-30$356,039
Value of total assets at end of year2014-09-30$2,488,767
Value of total assets at beginning of year2014-09-30$2,201,620
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-09-30$1,736
Total interest from all sources2014-09-30$5,296
Total dividends received (eg from common stock, registered investment company shares)2014-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-09-30No
Was this plan covered by a fidelity bond2014-09-30Yes
Value of fidelity bond cover2014-09-30$200,000
If this is an individual account plan, was there a blackout period2014-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-09-30$0
Were there any nonexempt tranactions with any party-in-interest2014-09-30No
Contributions received from participants2014-09-30$151,346
Participant contributions at end of year2014-09-30$15,858
Participant contributions at beginning of year2014-09-30$21,370
Income. Received or receivable in cash from other sources (including rollovers)2014-09-30$72,902
Other income not declared elsewhere2014-09-30$19,532
Administrative expenses (other) incurred2014-09-30$1,736
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-09-30No
Value of net income/loss2014-09-30$287,147
Value of net assets at end of year (total assets less liabilities)2014-09-30$2,488,767
Value of net assets at beginning of year (total assets less liabilities)2014-09-30$2,201,620
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-09-30No
Were any leases to which the plan was party in default or uncollectible2014-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-09-30$1,944,858
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-09-30$1,593,897
Value of interest in pooled separate accounts at end of year2014-09-30$149,240
Value of interest in pooled separate accounts at beginning of year2014-09-30$215,003
Interest earned on other investments2014-09-30$5,296
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-09-30$378,811
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-09-30$371,350
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-09-30$15,957
Net investment gain/loss from pooled separate accounts2014-09-30$142,469
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-09-30No
Was there a failure to transmit to the plan any participant contributions2014-09-30No
Has the plan failed to provide any benefit when due under the plan2014-09-30No
Contributions received in cash from employer2014-09-30$131,791
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-09-30$250,410
Did the plan have assets held for investment2014-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-09-30Yes
Opinion of an independent qualified public accountant for this plan2014-09-30Disclaimer
Accountancy firm name2014-09-30MCSOLEY MCCOY & CO.
Accountancy firm EIN2014-09-30030327374
2013 : 403(B) THRIFT PLAN OF CATHEDRAL SQUARE CORPORATION 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-09-30$0
Total income from all sources (including contributions)2013-09-30$512,505
Total loss/gain on sale of assets2013-09-30$0
Total of all expenses incurred2013-09-30$53,588
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-09-30$52,150
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-09-30$287,104
Value of total assets at end of year2013-09-30$2,201,620
Value of total assets at beginning of year2013-09-30$1,742,703
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-09-30$1,438
Total interest from all sources2013-09-30$6,542
Total dividends received (eg from common stock, registered investment company shares)2013-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-09-30No
Was this plan covered by a fidelity bond2013-09-30Yes
Value of fidelity bond cover2013-09-30$200,000
If this is an individual account plan, was there a blackout period2013-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-09-30$0
Were there any nonexempt tranactions with any party-in-interest2013-09-30No
Contributions received from participants2013-09-30$142,527
Participant contributions at end of year2013-09-30$21,370
Participant contributions at beginning of year2013-09-30$26,370
Income. Received or receivable in cash from other sources (including rollovers)2013-09-30$28,312
Other income not declared elsewhere2013-09-30$1,948
Administrative expenses (other) incurred2013-09-30$1,438
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-09-30No
Value of net income/loss2013-09-30$458,917
Value of net assets at end of year (total assets less liabilities)2013-09-30$2,201,620
Value of net assets at beginning of year (total assets less liabilities)2013-09-30$1,742,703
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-09-30No
Were any leases to which the plan was party in default or uncollectible2013-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-09-30$1,593,897
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-09-30$1,188,606
Value of interest in pooled separate accounts at end of year2013-09-30$215,003
Value of interest in pooled separate accounts at beginning of year2013-09-30$185,705
Interest on participant loans2013-09-30$0
Interest earned on other investments2013-09-30$6,542
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-09-30$371,350
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-09-30$342,022
Expenses. Payments to insurance carriers foe the provision of benefits2013-09-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-09-30$29,741
Net investment gain/loss from pooled separate accounts2013-09-30$187,170
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-09-30No
Was there a failure to transmit to the plan any participant contributions2013-09-30No
Has the plan failed to provide any benefit when due under the plan2013-09-30No
Contributions received in cash from employer2013-09-30$116,265
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-09-30$52,150
Did the plan have assets held for investment2013-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-09-30Yes
Opinion of an independent qualified public accountant for this plan2013-09-30Disclaimer
Accountancy firm name2013-09-30MCSOLEY MCCOY & CO.
Accountancy firm EIN2013-09-30030327374

Form 5500 Responses for 403(B) THRIFT PLAN OF CATHEDRAL SQUARE CORPORATION

2021: 403(B) THRIFT PLAN OF CATHEDRAL SQUARE CORPORATION 2021 form 5500 responses
2021-10-01Type of plan entitySingle employer plan
2021-10-01Submission has been amendedNo
2021-10-01This submission is the final filingNo
2021-10-01This return/report is a short plan year return/report (less than 12 months)No
2021-10-01Plan is a collectively bargained planNo
2021-10-01Plan funding arrangement – InsuranceYes
2021-10-01Plan benefit arrangement – InsuranceYes
2020: 403(B) THRIFT PLAN OF CATHEDRAL SQUARE CORPORATION 2020 form 5500 responses
2020-10-01Type of plan entitySingle employer plan
2020-10-01Submission has been amendedNo
2020-10-01This submission is the final filingNo
2020-10-01This return/report is a short plan year return/report (less than 12 months)No
2020-10-01Plan is a collectively bargained planNo
2020-10-01Plan funding arrangement – InsuranceYes
2020-10-01Plan benefit arrangement – InsuranceYes
2019: 403(B) THRIFT PLAN OF CATHEDRAL SQUARE CORPORATION 2019 form 5500 responses
2019-10-01Type of plan entitySingle employer plan
2019-10-01Submission has been amendedNo
2019-10-01This submission is the final filingNo
2019-10-01This return/report is a short plan year return/report (less than 12 months)No
2019-10-01Plan is a collectively bargained planNo
2019-10-01Plan funding arrangement – InsuranceYes
2019-10-01Plan benefit arrangement – InsuranceYes
2018: 403(B) THRIFT PLAN OF CATHEDRAL SQUARE CORPORATION 2018 form 5500 responses
2018-10-01Type of plan entitySingle employer plan
2018-10-01Submission has been amendedNo
2018-10-01This submission is the final filingNo
2018-10-01This return/report is a short plan year return/report (less than 12 months)No
2018-10-01Plan is a collectively bargained planNo
2018-10-01Plan funding arrangement – InsuranceYes
2018-10-01Plan benefit arrangement – InsuranceYes
2017: 403(B) THRIFT PLAN OF CATHEDRAL SQUARE CORPORATION 2017 form 5500 responses
2017-10-01Type of plan entitySingle employer plan
2017-10-01Submission has been amendedNo
2017-10-01This submission is the final filingNo
2017-10-01This return/report is a short plan year return/report (less than 12 months)No
2017-10-01Plan is a collectively bargained planNo
2017-10-01Plan funding arrangement – InsuranceYes
2017-10-01Plan benefit arrangement – InsuranceYes
2016: 403(B) THRIFT PLAN OF CATHEDRAL SQUARE CORPORATION 2016 form 5500 responses
2016-10-01Type of plan entitySingle employer plan
2016-10-01Submission has been amendedNo
2016-10-01This submission is the final filingNo
2016-10-01This return/report is a short plan year return/report (less than 12 months)No
2016-10-01Plan is a collectively bargained planNo
2016-10-01Plan funding arrangement – InsuranceYes
2016-10-01Plan benefit arrangement – InsuranceYes
2015: 403(B) THRIFT PLAN OF CATHEDRAL SQUARE CORPORATION 2015 form 5500 responses
2015-10-01Type of plan entitySingle employer plan
2015-10-01Submission has been amendedNo
2015-10-01This submission is the final filingNo
2015-10-01This return/report is a short plan year return/report (less than 12 months)No
2015-10-01Plan is a collectively bargained planNo
2015-10-01Plan funding arrangement – InsuranceYes
2015-10-01Plan benefit arrangement – InsuranceYes
2014: 403(B) THRIFT PLAN OF CATHEDRAL SQUARE CORPORATION 2014 form 5500 responses
2014-10-01Type of plan entitySingle employer plan
2014-10-01Submission has been amendedYes
2014-10-01This submission is the final filingNo
2014-10-01This return/report is a short plan year return/report (less than 12 months)No
2014-10-01Plan is a collectively bargained planNo
2014-10-01Plan funding arrangement – InsuranceYes
2014-10-01Plan benefit arrangement – InsuranceYes
2013: 403(B) THRIFT PLAN OF CATHEDRAL SQUARE CORPORATION 2013 form 5500 responses
2013-10-01Type of plan entitySingle employer plan
2013-10-01Submission has been amendedYes
2013-10-01This submission is the final filingNo
2013-10-01This return/report is a short plan year return/report (less than 12 months)No
2013-10-01Plan is a collectively bargained planNo
2013-10-01Plan funding arrangement – InsuranceYes
2013-10-01Plan benefit arrangement – InsuranceYes
2012: 403(B) THRIFT PLAN OF CATHEDRAL SQUARE CORPORATION 2012 form 5500 responses
2012-10-01Type of plan entitySingle employer plan
2012-10-01Submission has been amendedYes
2012-10-01This submission is the final filingNo
2012-10-01This return/report is a short plan year return/report (less than 12 months)No
2012-10-01Plan is a collectively bargained planNo
2012-10-01Plan funding arrangement – InsuranceYes
2012-10-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number64512
Policy instance 2
Insurance contract or identification number64512
Number of Individuals Covered14
Insurance policy start date2021-10-01
Insurance policy end date2022-09-30
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
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number058035A
Policy instance 1
Insurance contract or identification number058035A
Number of Individuals Covered216
Insurance policy start date2021-10-01
Insurance policy end date2022-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,729
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
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees1729
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number64512
Policy instance 2
Insurance contract or identification number64512
Number of Individuals Covered15
Insurance policy start date2020-10-01
Insurance policy end date2021-09-30
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
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number058035A
Policy instance 1
Insurance contract or identification number058035A
Number of Individuals Covered203
Insurance policy start date2020-10-01
Insurance policy end date2021-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,729
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
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees1729
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number64512
Policy instance 2
Insurance contract or identification number64512
Number of Individuals Covered15
Insurance policy start date2019-10-01
Insurance policy end date2020-09-30
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
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number058035A
Policy instance 1
Insurance contract or identification number058035A
Number of Individuals Covered181
Insurance policy start date2019-10-01
Insurance policy end date2020-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $2,310
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
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees2310
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number058035A
Policy instance 1
Insurance contract or identification number058035A
Number of Individuals Covered174
Insurance policy start date2018-10-01
Insurance policy end date2019-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $2,202
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
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees2202
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number64512
Policy instance 2
Insurance contract or identification number64512
Number of Individuals Covered15
Insurance policy start date2018-10-01
Insurance policy end date2019-09-30
Total amount of commissions paid to insurance brokerUSD $28
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
Commission paid to Insurance BrokerUSD $15
Insurance broker organization code?3
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number64512
Policy instance 2
Insurance contract or identification number64512
Number of Individuals Covered15
Insurance policy start date2017-10-01
Insurance policy end date2018-09-30
Total amount of commissions paid to insurance brokerUSD $40
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
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number058035A
Policy instance 1
Insurance contract or identification number058035A
Number of Individuals Covered151
Insurance policy start date2017-10-01
Insurance policy end date2018-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $891
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
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number64512
Policy instance 2
Insurance contract or identification number64512
Number of Individuals Covered18
Insurance policy start date2014-10-01
Insurance policy end date2015-09-30
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
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number058035A
Policy instance 1
Insurance contract or identification number058035A
Number of Individuals Covered104
Insurance policy start date2014-10-01
Insurance policy end date2015-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,273
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
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees1273
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker nameBOSTON REGIONAL OFFICE
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number64512
Policy instance 1
Insurance contract or identification number64512
Number of Individuals Covered29
Insurance policy start date2013-10-01
Insurance policy end date2014-09-30
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
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number058035-A
Policy instance 2
Insurance contract or identification number058035-A
Number of Individuals Covered97
Insurance policy start date2013-10-01
Insurance policy end date2014-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,164
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
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees1164
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker nameBOSTON REGIONAL OFFICE
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number64512
Policy instance 2
Insurance contract or identification number64512
Number of Individuals Covered35
Insurance policy start date2012-10-01
Insurance policy end date2013-09-30
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
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number050\8035A
Policy instance 1
Insurance contract or identification number050\8035A
Number of Individuals Covered103
Insurance policy start date2012-10-01
Insurance policy end date2013-09-30
Total amount of fees paid to insurance companyUSD $962
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
Amount paid for insurance broker fees215
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP PROGRAM
Insurance broker organization code?3
Insurance broker nameCHRISTOPHER BAILEY

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3