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EMPLOYEE BENEFITS PLAN OF WHITTIER STREET HEALTH CENTER COMMITTEE, INC. 401k Plan overview

Plan NameEMPLOYEE BENEFITS PLAN OF WHITTIER STREET HEALTH CENTER COMMITTEE, INC.
Plan identification number 001

EMPLOYEE BENEFITS PLAN OF WHITTIER STREET HEALTH CENTER COMMITTEE, INC. Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Money purchase (other than target benefit)
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • 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

WHITTIER STREET HEALTH CENTER COMMITTEE, INC. has sponsored the creation of one or more 401k plans.

Company Name:WHITTIER STREET HEALTH CENTER COMMITTEE, INC.
Employer identification number (EIN):042619517
NAIC Classification:621498
NAIC Description:All Other Outpatient Care Centers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EMPLOYEE BENEFITS PLAN OF WHITTIER STREET HEALTH CENTER COMMITTEE, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-07-01
0012020-07-01
0012019-07-01
0012019-07-01
0012018-07-01
0012017-07-01
0012016-07-01
0012015-07-01
0012014-07-01
0012013-07-01
0012012-07-01
0012011-07-01
0012011-01-01JIM LEE2021-07-13 JIM LEE2021-07-13
0012010-01-01JOHN REARDON2011-07-21

Plan Statistics for EMPLOYEE BENEFITS PLAN OF WHITTIER STREET HEALTH CENTER COMMITTEE, INC.

401k plan membership statisitcs for EMPLOYEE BENEFITS PLAN OF WHITTIER STREET HEALTH CENTER COMMITTEE, INC.

Measure Date Value
2021: EMPLOYEE BENEFITS PLAN OF WHITTIER STREET HEALTH CENTER COMMITTEE, INC. 2021 401k membership
Total participants, beginning-of-year2021-07-01296
Total number of active participants reported on line 7a of the Form 55002021-07-01157
Number of other retired or separated participants entitled to future benefits2021-07-01173
Total of all active and inactive participants2021-07-01330
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-010
Total participants2021-07-01330
Number of participants with account balances2021-07-01309
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-0115
2020: EMPLOYEE BENEFITS PLAN OF WHITTIER STREET HEALTH CENTER COMMITTEE, INC. 2020 401k membership
Total participants, beginning-of-year2020-07-01279
Total number of active participants reported on line 7a of the Form 55002020-07-01188
Number of other retired or separated participants entitled to future benefits2020-07-01100
Total of all active and inactive participants2020-07-01288
Total participants2020-07-01288
Number of participants with account balances2020-07-01236
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-0114
2019: EMPLOYEE BENEFITS PLAN OF WHITTIER STREET HEALTH CENTER COMMITTEE, INC. 2019 401k membership
Total participants, beginning-of-year2019-07-01264
Total number of active participants reported on line 7a of the Form 55002019-07-01174
Number of retired or separated participants receiving benefits2019-07-010
Number of other retired or separated participants entitled to future benefits2019-07-0190
Total of all active and inactive participants2019-07-01264
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-010
Total participants2019-07-01264
Number of participants with account balances2019-07-01258
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-0124
2018: EMPLOYEE BENEFITS PLAN OF WHITTIER STREET HEALTH CENTER COMMITTEE, INC. 2018 401k membership
Total participants, beginning-of-year2018-07-01265
Total number of active participants reported on line 7a of the Form 55002018-07-01182
Number of retired or separated participants receiving benefits2018-07-010
Number of other retired or separated participants entitled to future benefits2018-07-0182
Total of all active and inactive participants2018-07-01264
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-010
Total participants2018-07-01264
Number of participants with account balances2018-07-01251
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-0125
2017: EMPLOYEE BENEFITS PLAN OF WHITTIER STREET HEALTH CENTER COMMITTEE, INC. 2017 401k membership
Total participants, beginning-of-year2017-07-01234
Total number of active participants reported on line 7a of the Form 55002017-07-01197
Number of retired or separated participants receiving benefits2017-07-010
Number of other retired or separated participants entitled to future benefits2017-07-0155
Total of all active and inactive participants2017-07-01252
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-010
Total participants2017-07-01252
Number of participants with account balances2017-07-01239
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-0127
2016: EMPLOYEE BENEFITS PLAN OF WHITTIER STREET HEALTH CENTER COMMITTEE, INC. 2016 401k membership
Total participants, beginning-of-year2016-07-01214
Total number of active participants reported on line 7a of the Form 55002016-07-01179
Number of retired or separated participants receiving benefits2016-07-010
Number of other retired or separated participants entitled to future benefits2016-07-0151
Total of all active and inactive participants2016-07-01230
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-010
Total participants2016-07-01230
Number of participants with account balances2016-07-01227
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-0111
2015: EMPLOYEE BENEFITS PLAN OF WHITTIER STREET HEALTH CENTER COMMITTEE, INC. 2015 401k membership
Total participants, beginning-of-year2015-07-01184
Total number of active participants reported on line 7a of the Form 55002015-07-01148
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-0143
Total of all active and inactive participants2015-07-01191
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-010
Total participants2015-07-01191
Number of participants with account balances2015-07-01180
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-0110
2014: EMPLOYEE BENEFITS PLAN OF WHITTIER STREET HEALTH CENTER COMMITTEE, INC. 2014 401k membership
Total participants, beginning-of-year2014-07-01126
Total number of active participants reported on line 7a of the Form 55002014-07-01113
Number of retired or separated participants receiving benefits2014-07-0139
Number of other retired or separated participants entitled to future benefits2014-07-010
Total of all active and inactive participants2014-07-01152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-010
Total participants2014-07-01152
Number of participants with account balances2014-07-01144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-0113
2013: EMPLOYEE BENEFITS PLAN OF WHITTIER STREET HEALTH CENTER COMMITTEE, INC. 2013 401k membership
Total participants, beginning-of-year2013-07-01120
Total number of active participants reported on line 7a of the Form 55002013-07-01112
Number of retired or separated participants receiving benefits2013-07-010
Number of other retired or separated participants entitled to future benefits2013-07-0132
Total of all active and inactive participants2013-07-01144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-010
Total participants2013-07-01144
Number of participants with account balances2013-07-01144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-0110
2012: EMPLOYEE BENEFITS PLAN OF WHITTIER STREET HEALTH CENTER COMMITTEE, INC. 2012 401k membership
Total participants, beginning-of-year2012-07-01119
Total number of active participants reported on line 7a of the Form 55002012-07-0198
Number of retired or separated participants receiving benefits2012-07-010
Number of other retired or separated participants entitled to future benefits2012-07-0122
Total of all active and inactive participants2012-07-01120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-010
Total participants2012-07-01120
Number of participants with account balances2012-07-01113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-0112
2011: EMPLOYEE BENEFITS PLAN OF WHITTIER STREET HEALTH CENTER COMMITTEE, INC. 2011 401k membership
Total participants, beginning-of-year2011-07-01132
Total number of active participants reported on line 7a of the Form 55002011-07-01108
Number of retired or separated participants receiving benefits2011-07-010
Number of other retired or separated participants entitled to future benefits2011-07-0127
Total of all active and inactive participants2011-07-01135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-010
Total participants2011-07-01135
Number of participants with account balances2011-07-01109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-016

Financial Data on EMPLOYEE BENEFITS PLAN OF WHITTIER STREET HEALTH CENTER COMMITTEE, INC.

Measure Date Value
2022 : EMPLOYEE BENEFITS PLAN OF WHITTIER STREET HEALTH CENTER COMMITTEE, INC. 2022 401k financial data
Total income from all sources (including contributions)2022-06-30$-123,331
Total of all expenses incurred2022-06-30$157,327
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$136,979
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$228,118
Value of total assets at end of year2022-06-30$2,498,347
Value of total assets at beginning of year2022-06-30$2,779,005
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$20,348
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30No
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$277,900
If this is an individual account plan, was there a blackout period2022-06-30No
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$-280,658
Value of net assets at end of year (total assets less liabilities)2022-06-30$2,498,347
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$2,779,005
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30No
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Value of interest in pooled separate accounts at end of year2022-06-30$1,876,088
Value of interest in pooled separate accounts at beginning of year2022-06-30$2,110,024
Value of interest in common/collective trusts at end of year2022-06-30$391,100
Value of interest in common/collective trusts at beginning of year2022-06-30$360,992
Net investment gain/loss from pooled separate accounts2022-06-30$-354,693
Net investment gain or loss from common/collective trusts2022-06-30$3,244
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30No
Was there a failure to transmit to the plan any participant contributions2022-06-30No
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Contributions received in cash from employer2022-06-30$228,118
Employer contributions (assets) at end of year2022-06-30$231,159
Employer contributions (assets) at beginning of year2022-06-30$307,989
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$136,979
Contract administrator fees2022-06-30$20,348
Did the plan have assets held for investment2022-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-30No
Opinion of an independent qualified public accountant for this plan2022-06-30Unqualified
Accountancy firm name2022-06-30AAFCPAS,INC.
Accountancy firm EIN2022-06-30042571780
2021 : EMPLOYEE BENEFITS PLAN OF WHITTIER STREET HEALTH CENTER COMMITTEE, INC. 2021 401k financial data
Total income from all sources (including contributions)2021-06-30$794,180
Total of all expenses incurred2021-06-30$183,627
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$161,993
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$273,896
Value of total assets at end of year2021-06-30$2,779,005
Value of total assets at beginning of year2021-06-30$2,168,452
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$21,634
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$275,000
If this is an individual account plan, was there a blackout period2021-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-06-30$0
Funding deficiency by the employer to the plan for this plan year2021-06-30$0
Minimum employer required contribution for this plan year2021-06-30$273,896
Amount contributed by the employer to the plan for this plan year2021-06-30$273,896
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$610,553
Value of net assets at end of year (total assets less liabilities)2021-06-30$2,779,005
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$2,168,452
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Value of interest in pooled separate accounts at end of year2021-06-30$2,110,024
Value of interest in pooled separate accounts at beginning of year2021-06-30$1,763,904
Value of interest in common/collective trusts at end of year2021-06-30$360,992
Value of interest in common/collective trusts at beginning of year2021-06-30$370,455
Net investment gain/loss from pooled separate accounts2021-06-30$516,521
Net investment gain or loss from common/collective trusts2021-06-30$3,763
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30No
Was there a failure to transmit to the plan any participant contributions2021-06-30No
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Contributions received in cash from employer2021-06-30$273,896
Employer contributions (assets) at end of year2021-06-30$307,989
Employer contributions (assets) at beginning of year2021-06-30$34,093
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$161,993
Contract administrator fees2021-06-30$21,634
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Opinion of an independent qualified public accountant for this plan2021-06-30Disclaimer
Accountancy firm name2021-06-30AAFCPAS,INC.
Accountancy firm EIN2021-06-30042571780
2020 : EMPLOYEE BENEFITS PLAN OF WHITTIER STREET HEALTH CENTER COMMITTEE, INC. 2020 401k financial data
Total income from all sources (including contributions)2020-06-30$277,030
Total of all expenses incurred2020-06-30$203,491
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$181,723
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$236,518
Value of total assets at end of year2020-06-30$2,153,486
Value of total assets at beginning of year2020-06-30$2,079,947
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$21,768
Total interest from all sources2020-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$275,000
If this is an individual account plan, was there a blackout period2020-06-30No
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Income. Received or receivable in cash from other sources (including rollovers)2020-06-30$4,607
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$73,539
Value of net assets at end of year (total assets less liabilities)2020-06-30$2,153,486
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$2,079,947
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Value of interest in pooled separate accounts at end of year2020-06-30$1,763,904
Value of interest in pooled separate accounts at beginning of year2020-06-30$1,744,754
Value of interest in common/collective trusts at end of year2020-06-30$370,455
Value of interest in common/collective trusts at beginning of year2020-06-30$335,193
Net investment gain/loss from pooled separate accounts2020-06-30$35,034
Net investment gain or loss from common/collective trusts2020-06-30$5,478
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30No
Was there a failure to transmit to the plan any participant contributions2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Contributions received in cash from employer2020-06-30$236,518
Employer contributions (assets) at end of year2020-06-30$19,127
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$181,723
Contract administrator fees2020-06-30$21,768
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30Yes
Opinion of an independent qualified public accountant for this plan2020-06-30Disclaimer
Accountancy firm name2020-06-30ALEXANDER, ARONSON, FINNING & CO PC
Accountancy firm EIN2020-06-30042571780
2019 : EMPLOYEE BENEFITS PLAN OF WHITTIER STREET HEALTH CENTER COMMITTEE, INC. 2019 401k financial data
Total income from all sources (including contributions)2019-06-30$349,971
Total of all expenses incurred2019-06-30$102,026
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$82,981
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$254,508
Value of total assets at end of year2019-06-30$2,079,947
Value of total assets at beginning of year2019-06-30$1,832,002
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$19,045
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$275,000
If this is an individual account plan, was there a blackout period2019-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-06-30$0
Funding deficiency by the employer to the plan for this plan year2019-06-30$0
Minimum employer required contribution for this plan year2019-06-30$254,508
Amount contributed by the employer to the plan for this plan year2019-06-30$254,508
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$247,945
Value of net assets at end of year (total assets less liabilities)2019-06-30$2,079,947
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$1,832,002
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Value of interest in pooled separate accounts at end of year2019-06-30$1,744,754
Value of interest in pooled separate accounts at beginning of year2019-06-30$1,526,997
Value of interest in common/collective trusts at end of year2019-06-30$335,193
Value of interest in common/collective trusts at beginning of year2019-06-30$305,005
Net investment gain/loss from pooled separate accounts2019-06-30$90,679
Net investment gain or loss from common/collective trusts2019-06-30$4,784
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30No
Was there a failure to transmit to the plan any participant contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Contributions received in cash from employer2019-06-30$254,508
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$82,981
Contract administrator fees2019-06-30$19,045
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Opinion of an independent qualified public accountant for this plan2019-06-30Disclaimer
Accountancy firm name2019-06-30AAFCPAS, INC.
Accountancy firm EIN2019-06-30042571780
2018 : EMPLOYEE BENEFITS PLAN OF WHITTIER STREET HEALTH CENTER COMMITTEE, INC. 2018 401k financial data
Total income from all sources (including contributions)2018-06-30$354,273
Total of all expenses incurred2018-06-30$118,770
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$100,724
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$227,486
Value of total assets at end of year2018-06-30$1,832,002
Value of total assets at beginning of year2018-06-30$1,596,499
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$18,046
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Administrative expenses professional fees incurred2018-06-30$18,046
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$275,000
If this is an individual account plan, was there a blackout period2018-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-06-30$0
Funding deficiency by the employer to the plan for this plan year2018-06-30$0
Minimum employer required contribution for this plan year2018-06-30$267,566
Amount contributed by the employer to the plan for this plan year2018-06-30$267,566
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$235,503
Value of net assets at end of year (total assets less liabilities)2018-06-30$1,832,002
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$1,596,499
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Value of interest in pooled separate accounts at end of year2018-06-30$1,526,997
Value of interest in pooled separate accounts at beginning of year2018-06-30$1,309,188
Value of interest in common/collective trusts at end of year2018-06-30$305,005
Value of interest in common/collective trusts at beginning of year2018-06-30$287,311
Net investment gain/loss from pooled separate accounts2018-06-30$123,539
Net investment gain or loss from common/collective trusts2018-06-30$3,248
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30No
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Contributions received in cash from employer2018-06-30$227,486
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$100,724
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Opinion of an independent qualified public accountant for this plan2018-06-30Disclaimer
Accountancy firm name2018-06-30AAFCPAS, INC.
Accountancy firm EIN2018-06-30042571780
2017 : EMPLOYEE BENEFITS PLAN OF WHITTIER STREET HEALTH CENTER COMMITTEE, INC. 2017 401k financial data
Total income from all sources (including contributions)2017-06-30$384,969
Total of all expenses incurred2017-06-30$164,218
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$148,872
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$233,629
Value of total assets at end of year2017-06-30$1,596,499
Value of total assets at beginning of year2017-06-30$1,375,748
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$15,346
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Administrative expenses professional fees incurred2017-06-30$14,786
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$275,000
If this is an individual account plan, was there a blackout period2017-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-06-30$0
Funding deficiency by the employer to the plan for this plan year2017-06-30$0
Minimum employer required contribution for this plan year2017-06-30$233,629
Amount contributed by the employer to the plan for this plan year2017-06-30$233,629
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$220,751
Value of net assets at end of year (total assets less liabilities)2017-06-30$1,596,499
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$1,375,748
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Investment advisory and management fees2017-06-30$560
Value of interest in pooled separate accounts at end of year2017-06-30$1,309,188
Value of interest in pooled separate accounts at beginning of year2017-06-30$1,103,305
Value of interest in common/collective trusts at end of year2017-06-30$287,311
Value of interest in common/collective trusts at beginning of year2017-06-30$272,443
Net investment gain/loss from pooled separate accounts2017-06-30$148,707
Net investment gain or loss from common/collective trusts2017-06-30$2,633
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30No
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$233,629
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$148,872
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Opinion of an independent qualified public accountant for this plan2017-06-30Disclaimer
Accountancy firm name2017-06-30AAFCPAS, INC.
Accountancy firm EIN2017-06-30042571780
2016 : EMPLOYEE BENEFITS PLAN OF WHITTIER STREET HEALTH CENTER COMMITTEE, INC. 2016 401k financial data
Total income from all sources (including contributions)2016-06-30$195,731
Total of all expenses incurred2016-06-30$105,428
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$91,853
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$215,967
Value of total assets at end of year2016-06-30$1,375,748
Value of total assets at beginning of year2016-06-30$1,285,445
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$13,575
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$-20,236
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2016-06-30$-20,236
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$275,000
If this is an individual account plan, was there a blackout period2016-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-06-30$0
Funding deficiency by the employer to the plan for this plan year2016-06-30$0
Minimum employer required contribution for this plan year2016-06-30$215,967
Amount contributed by the employer to the plan for this plan year2016-06-30$215,967
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$90,303
Value of net assets at end of year (total assets less liabilities)2016-06-30$1,375,748
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$1,285,445
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$1,375,748
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$1,285,445
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30No
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$215,967
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$91,853
Contract administrator fees2016-06-30$13,575
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
2015 : EMPLOYEE BENEFITS PLAN OF WHITTIER STREET HEALTH CENTER COMMITTEE, INC. 2015 401k financial data
Total income from all sources (including contributions)2015-06-30$142,375
Total of all expenses incurred2015-06-30$96,698
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$96,698
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$110,041
Value of total assets at end of year2015-06-30$1,285,445
Value of total assets at beginning of year2015-06-30$1,239,768
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$275,000
If this is an individual account plan, was there a blackout period2015-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-06-30$0
Funding deficiency by the employer to the plan for this plan year2015-06-30$0
Minimum employer required contribution for this plan year2015-06-30$174,096
Amount contributed by the employer to the plan for this plan year2015-06-30$174,096
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$45,677
Value of net assets at end of year (total assets less liabilities)2015-06-30$1,285,445
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$1,239,768
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-06-30$1,285,445
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$1,239,768
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-06-30$32,334
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30No
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$110,041
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$96,698
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
2014 : EMPLOYEE BENEFITS PLAN OF WHITTIER STREET HEALTH CENTER COMMITTEE, INC. 2014 401k financial data
Total income from all sources (including contributions)2014-06-30$318,132
Total of all expenses incurred2014-06-30$67,508
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$67,508
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$174,096
Value of total assets at end of year2014-06-30$1,239,768
Value of total assets at beginning of year2014-06-30$989,144
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$144,036
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2014-06-30$144,036
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$275,000
If this is an individual account plan, was there a blackout period2014-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-06-30$0
Funding deficiency by the employer to the plan for this plan year2014-06-30$0
Minimum employer required contribution for this plan year2014-06-30$174,096
Amount contributed by the employer to the plan for this plan year2014-06-30$174,096
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$250,624
Value of net assets at end of year (total assets less liabilities)2014-06-30$1,239,768
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$989,144
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-06-30$1,239,768
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$989,144
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30No
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Contributions received in cash from employer2014-06-30$174,096
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$67,508
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
2013 : EMPLOYEE BENEFITS PLAN OF WHITTIER STREET HEALTH CENTER COMMITTEE, INC. 2013 401k financial data
Total income from all sources (including contributions)2013-06-30$302,860
Total of all expenses incurred2013-06-30$130,182
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$120,843
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$206,322
Value of total assets at end of year2013-06-30$989,144
Value of total assets at beginning of year2013-06-30$816,466
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$9,339
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$275,000
If this is an individual account plan, was there a blackout period2013-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-06-30$0
Funding deficiency by the employer to the plan for this plan year2013-06-30$0
Minimum employer required contribution for this plan year2013-06-30$204,502
Amount contributed by the employer to the plan for this plan year2013-06-30$204,502
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Income. Received or receivable in cash from other sources (including rollovers)2013-06-30$1,820
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$172,678
Value of net assets at end of year (total assets less liabilities)2013-06-30$989,144
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$816,466
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Value of interest in pooled separate accounts at end of year2013-06-30$839,389
Value of interest in pooled separate accounts at beginning of year2013-06-30$735,102
Value of interest in common/collective trusts at end of year2013-06-30$149,755
Value of interest in common/collective trusts at beginning of year2013-06-30$81,364
Net investment gain/loss from pooled separate accounts2013-06-30$96,490
Net investment gain or loss from common/collective trusts2013-06-30$48
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30No
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$204,502
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$120,843
Contract administrator fees2013-06-30$9,339
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
2012 : EMPLOYEE BENEFITS PLAN OF WHITTIER STREET HEALTH CENTER COMMITTEE, INC. 2012 401k financial data
Total income from all sources (including contributions)2012-06-30$162,643
Total of all expenses incurred2012-06-30$63,627
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$63,627
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$134,352
Value of total assets at end of year2012-06-30$816,466
Value of total assets at beginning of year2012-06-30$717,450
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$28,291
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2012-06-30$28,291
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$150,000
If this is an individual account plan, was there a blackout period2012-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-06-30$0
Funding deficiency by the employer to the plan for this plan year2012-06-30$0
Minimum employer required contribution for this plan year2012-06-30$148,077
Amount contributed by the employer to the plan for this plan year2012-06-30$148,077
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$99,016
Value of net assets at end of year (total assets less liabilities)2012-06-30$816,466
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$717,450
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-06-30$717,450
Value of interest in pooled separate accounts at end of year2012-06-30$735,102
Value of interest in common/collective trusts at end of year2012-06-30$81,364
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30No
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$134,352
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$63,627
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No

Form 5500 Responses for EMPLOYEE BENEFITS PLAN OF WHITTIER STREET HEALTH CENTER COMMITTEE, INC.

2021: EMPLOYEE BENEFITS PLAN OF WHITTIER STREET HEALTH CENTER COMMITTEE, INC. 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Submission has been amendedNo
2021-07-01This submission is the final filingNo
2021-07-01This return/report is a short plan year return/report (less than 12 months)No
2021-07-01Plan is a collectively bargained planNo
2021-07-01Plan funding arrangement – InsuranceYes
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement – InsuranceYes
2021-07-01Plan benefit arrangement - TrustYes
2020: EMPLOYEE BENEFITS PLAN OF WHITTIER STREET HEALTH CENTER COMMITTEE, INC. 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Submission has been amendedNo
2020-07-01This submission is the final filingNo
2020-07-01This return/report is a short plan year return/report (less than 12 months)No
2020-07-01Plan is a collectively bargained planNo
2020-07-01Plan funding arrangement – InsuranceYes
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement – InsuranceYes
2020-07-01Plan benefit arrangement - TrustYes
2019: EMPLOYEE BENEFITS PLAN OF WHITTIER STREET HEALTH CENTER COMMITTEE, INC. 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Submission has been amendedNo
2019-07-01This submission is the final filingNo
2019-07-01This return/report is a short plan year return/report (less than 12 months)No
2019-07-01Plan is a collectively bargained planNo
2019-07-01Plan funding arrangement – InsuranceYes
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement – InsuranceYes
2019-07-01Plan benefit arrangement - TrustYes
2018: EMPLOYEE BENEFITS PLAN OF WHITTIER STREET HEALTH CENTER COMMITTEE, INC. 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Submission has been amendedNo
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planNo
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan benefit arrangement – InsuranceYes
2018-07-01Plan benefit arrangement - TrustYes
2017: EMPLOYEE BENEFITS PLAN OF WHITTIER STREET HEALTH CENTER COMMITTEE, INC. 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Submission has been amendedNo
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planNo
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement – InsuranceYes
2017-07-01Plan benefit arrangement - TrustYes
2016: EMPLOYEE BENEFITS PLAN OF WHITTIER STREET HEALTH CENTER COMMITTEE, INC. 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement – InsuranceYes
2016-07-01Plan benefit arrangement - TrustYes
2015: EMPLOYEE BENEFITS PLAN OF WHITTIER STREET HEALTH CENTER COMMITTEE, INC. 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement – InsuranceYes
2015-07-01Plan benefit arrangement - TrustYes
2014: EMPLOYEE BENEFITS PLAN OF WHITTIER STREET HEALTH CENTER COMMITTEE, INC. 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement – InsuranceYes
2014-07-01Plan benefit arrangement - TrustYes
2013: EMPLOYEE BENEFITS PLAN OF WHITTIER STREET HEALTH CENTER COMMITTEE, INC. 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement – InsuranceYes
2013-07-01Plan benefit arrangement - TrustYes
2012: EMPLOYEE BENEFITS PLAN OF WHITTIER STREET HEALTH CENTER COMMITTEE, INC. 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement – InsuranceYes
2012-07-01Plan benefit arrangement - TrustYes
2011: EMPLOYEE BENEFITS PLAN OF WHITTIER STREET HEALTH CENTER COMMITTEE, INC. 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement – InsuranceYes
2011-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number716672
Policy instance 1
Insurance contract or identification number716672
Number of Individuals Covered353
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,118
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 fees1118
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?5
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number716672
Policy instance 1
Insurance contract or identification number716672
Number of Individuals Covered326
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $945
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 fees945
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?5
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number716672
Policy instance 1
Insurance contract or identification number716672
Number of Individuals Covered288
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $857
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees857
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?5
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number716672
Policy instance 1
Insurance contract or identification number716672
Number of Individuals Covered293
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Total amount of commissions paid to insurance brokerUSD $2,863
Total amount of fees paid to insurance companyUSD $775
Commission paid to Insurance BrokerUSD $2,863
Amount paid for insurance broker fees0
Insurance broker organization code?3
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number716672
Policy instance 1
Insurance contract or identification number716672
Number of Individuals Covered261
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $10,615
Total amount of fees paid to insurance companyUSD $708
Commission paid to Insurance BrokerUSD $10,615
Amount paid for insurance broker fees0
Insurance broker organization code?3
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number716672
Policy instance 1
Insurance contract or identification number716672
Number of Individuals Covered230
Insurance policy start date2016-07-01
Insurance policy end date2017-06-30
Total amount of commissions paid to insurance brokerUSD $8,889
Total amount of fees paid to insurance companyUSD $593
Commission paid to Insurance BrokerUSD $8,889
Amount paid for insurance broker fees0
Insurance broker organization code?3
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number716672
Policy instance 2
Insurance contract or identification number716672
Number of Individuals Covered209
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Total amount of commissions paid to insurance brokerUSD $5,295
Total amount of fees paid to insurance companyUSD $395
Commission paid to Insurance BrokerUSD $5,295
Amount paid for insurance broker fees0
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number522609
Policy instance 1
Insurance contract or identification number522609
Number of Individuals Covered184
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Total amount of commissions paid to insurance brokerUSD $1,976
Total amount of fees paid to insurance companyUSD $133
Commission paid to Insurance BrokerUSD $1,976
Amount paid for insurance broker fees0
Insurance broker organization code?3
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number522609
Policy instance 1
Insurance contract or identification number522609
Number of Individuals Covered178
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Total amount of commissions paid to insurance brokerUSD $7,972
Total amount of fees paid to insurance companyUSD $544
Commission paid to Insurance BrokerUSD $7,972
Amount paid for insurance broker fees0
Insurance broker organization code?3
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number522609
Policy instance 1
Insurance contract or identification number522609
Number of Individuals Covered164
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $6,988
Total amount of fees paid to insurance companyUSD $507
Commission paid to Insurance BrokerUSD $6,988
Amount paid for insurance broker fees0
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number522609
Policy instance 1
Insurance contract or identification number522609
Number of Individuals Covered151
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $3,083
Total amount of fees paid to insurance companyUSD $1,480
Commission paid to Insurance BrokerUSD $3,083
Amount paid for insurance broker fees0
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number522609
Policy instance 1
Insurance contract or identification number522609
Number of Individuals Covered130
Insurance policy start date2011-09-01
Insurance policy end date2012-06-30
Total amount of commissions paid to insurance brokerUSD $1,412
Total amount of fees paid to insurance companyUSD $0
Commission paid to Insurance BrokerUSD $1,412
Amount paid for insurance broker fees0
Insurance broker organization code?3

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