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BREAD FOR THE WORLD, INC. 401K PLAN 401k Plan overview

Plan NameBREAD FOR THE WORLD, INC. 401K PLAN
Plan identification number 003

BREAD FOR THE WORLD, INC. 401K PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

BREAD FOR THE WORLD, INC. has sponsored the creation of one or more 401k plans.

Company Name:BREAD FOR THE WORLD, INC.
Employer identification number (EIN):132803276
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Additional information about BREAD FOR THE WORLD, INC.

Jurisdiction of Incorporation: New York Department of State
Incorporation Date: 1982-02-04
Company Identification Number: 749811
Legal Registered Office Address: 99 WASHINGTON AVENUE
SUITE 1008
ALBANY
United States of America (USA)
12260

More information about BREAD FOR THE WORLD, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BREAD FOR THE WORLD, INC. 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-01-01DELMA PLUMMER2023-10-03 DELMA PLUMMER2023-10-03
0032021-01-01DELMA PLUMMER2022-09-23 DELMA PLUMMER2022-09-23
0032020-01-01DELMA PLUMMER2021-08-30 DELMA PLUMMER2021-08-30
0032019-01-01DELMA PLUMMER2020-07-24 DELMA PLUMMER2020-07-24
0032019-01-01DELMA PLUMMER2020-12-11 DELMA PLUMMER2020-12-11
0032018-01-01DELMA PLUMMER2019-07-25 DELMA PLUMMER2019-07-25
0032017-01-01
0032016-01-01
0032015-01-01
0032014-01-01NANCY M. RHODES
0032013-01-01NANCY M. RHODES
0032012-01-01GAIL SMITH-GLISS
0032011-01-01GAIL SMITH-GLISS
0032010-01-01GAIL SMITH-GLISS
0032009-01-01GAIL SMITH-GLISS

Plan Statistics for BREAD FOR THE WORLD, INC. 401K PLAN

401k plan membership statisitcs for BREAD FOR THE WORLD, INC. 401K PLAN

Measure Date Value
2022: BREAD FOR THE WORLD, INC. 401K PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01142
Total number of active participants reported on line 7a of the Form 55002022-01-0161
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0182
Total of all active and inactive participants2022-01-01143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01143
Number of participants with account balances2022-01-01133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-013
2021: BREAD FOR THE WORLD, INC. 401K PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01141
Total number of active participants reported on line 7a of the Form 55002021-01-0158
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0183
Total of all active and inactive participants2021-01-01141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01141
Number of participants with account balances2021-01-01135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-012
2020: BREAD FOR THE WORLD, INC. 401K PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01142
Total number of active participants reported on line 7a of the Form 55002020-01-0164
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0177
Total of all active and inactive participants2020-01-01141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01141
Number of participants with account balances2020-01-01134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: BREAD FOR THE WORLD, INC. 401K PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01143
Total number of active participants reported on line 7a of the Form 55002019-01-0166
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0176
Total of all active and inactive participants2019-01-01142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01142
Number of participants with account balances2019-01-01140
2018: BREAD FOR THE WORLD, INC. 401K PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01147
Total number of active participants reported on line 7a of the Form 55002018-01-0166
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0177
Total of all active and inactive participants2018-01-01143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01143
Number of participants with account balances2018-01-01137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-012
2017: BREAD FOR THE WORLD, INC. 401K PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01149
Total number of active participants reported on line 7a of the Form 55002017-01-0168
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0179
Total of all active and inactive participants2017-01-01147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01147
Number of participants with account balances2017-01-01139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-014
2016: BREAD FOR THE WORLD, INC. 401K PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01143
Total number of active participants reported on line 7a of the Form 55002016-01-0182
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0167
Total of all active and inactive participants2016-01-01149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01149
Number of participants with account balances2016-01-01140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-016
2015: BREAD FOR THE WORLD, INC. 401K PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01145
Total number of active participants reported on line 7a of the Form 55002015-01-0187
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0156
Total of all active and inactive participants2015-01-01143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01143
Number of participants with account balances2015-01-01128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: BREAD FOR THE WORLD, INC. 401K PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01131
Total number of active participants reported on line 7a of the Form 55002014-01-0186
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0159
Total of all active and inactive participants2014-01-01145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01145
Number of participants with account balances2014-01-01128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-012
2013: BREAD FOR THE WORLD, INC. 401K PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01129
Total number of active participants reported on line 7a of the Form 55002013-01-0173
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0158
Total of all active and inactive participants2013-01-01131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01131
Number of participants with account balances2013-01-01125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-013
2012: BREAD FOR THE WORLD, INC. 401K PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01126
Total number of active participants reported on line 7a of the Form 55002012-01-0177
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0152
Total of all active and inactive participants2012-01-01129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01129
Number of participants with account balances2012-01-01107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-015
2011: BREAD FOR THE WORLD, INC. 401K PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01127
Total number of active participants reported on line 7a of the Form 55002011-01-0183
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0143
Total of all active and inactive participants2011-01-01126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01126
Number of participants with account balances2011-01-01109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-019
2010: BREAD FOR THE WORLD, INC. 401K PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01129
Total number of active participants reported on line 7a of the Form 55002010-01-0183
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0144
Total of all active and inactive participants2010-01-01127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01127
Number of participants with account balances2010-01-01103
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-012
2009: BREAD FOR THE WORLD, INC. 401K PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01126
Total number of active participants reported on line 7a of the Form 55002009-01-0181
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0148
Total of all active and inactive participants2009-01-01129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01129
Number of participants with account balances2009-01-01101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-014

Financial Data on BREAD FOR THE WORLD, INC. 401K PLAN

Measure Date Value
2022 : BREAD FOR THE WORLD, INC. 401K PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-1,491,881
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,922,486
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,919,336
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,076,722
Value of total assets at end of year2022-12-31$13,211,864
Value of total assets at beginning of year2022-12-31$16,626,231
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$3,150
Total interest from all sources2022-12-31$57,315
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Administrative expenses professional fees incurred2022-12-31$2,500
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$457,034
Participant contributions at end of year2022-12-31$114,072
Participant contributions at beginning of year2022-12-31$108,594
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$36,866
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-3,414,367
Value of net assets at end of year (total assets less liabilities)2022-12-31$13,211,864
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$16,626,231
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in pooled separate accounts at end of year2022-12-31$11,354,436
Value of interest in pooled separate accounts at beginning of year2022-12-31$13,829,266
Interest on participant loans2022-12-31$6,183
Interest earned on other investments2022-12-31$51,132
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$1,427,753
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$2,144,513
Net investment gain/loss from pooled separate accounts2022-12-31$-2,625,918
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$582,822
Employer contributions (assets) at end of year2022-12-31$315,603
Employer contributions (assets) at beginning of year2022-12-31$543,858
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,919,336
Contract administrator fees2022-12-31$650
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31ROGERS & COMPANY PLLC
Accountancy firm EIN2022-12-31582676261
2021 : BREAD FOR THE WORLD, INC. 401K PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$3,154,828
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$2,203,542
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,200,667
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,027,412
Value of total assets at end of year2021-12-31$16,626,231
Value of total assets at beginning of year2021-12-31$15,674,945
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$2,875
Total interest from all sources2021-12-31$64,792
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$2,300
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$483,554
Participant contributions at end of year2021-12-31$108,594
Participant contributions at beginning of year2021-12-31$98,582
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$951,286
Value of net assets at end of year (total assets less liabilities)2021-12-31$16,626,231
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$15,674,945
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in pooled separate accounts at end of year2021-12-31$13,829,266
Value of interest in pooled separate accounts at beginning of year2021-12-31$12,663,756
Interest on participant loans2021-12-31$4,946
Interest earned on other investments2021-12-31$59,846
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$2,144,513
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$2,303,924
Net investment gain/loss from pooled separate accounts2021-12-31$2,062,624
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$543,858
Employer contributions (assets) at end of year2021-12-31$543,858
Employer contributions (assets) at beginning of year2021-12-31$608,683
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,200,667
Contract administrator fees2021-12-31$575
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Disclaimer
Accountancy firm name2021-12-31ROGERS & COMPANY PLLC
Accountancy firm EIN2021-12-31582676261
2020 : BREAD FOR THE WORLD, INC. 401K PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$3,022,665
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$743,616
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$733,561
Value of total corrective distributions2020-12-31$8,905
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,122,156
Value of total assets at end of year2020-12-31$15,674,945
Value of total assets at beginning of year2020-12-31$13,395,896
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$1,150
Total interest from all sources2020-12-31$73,404
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$1,000
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$513,473
Participant contributions at end of year2020-12-31$98,582
Participant contributions at beginning of year2020-12-31$111,162
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$2,279,049
Value of net assets at end of year (total assets less liabilities)2020-12-31$15,674,945
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$13,395,896
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in pooled separate accounts at end of year2020-12-31$12,663,756
Value of interest in pooled separate accounts at beginning of year2020-12-31$10,155,555
Interest on participant loans2020-12-31$5,770
Interest earned on other investments2020-12-31$67,634
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$2,303,924
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$2,502,049
Net investment gain/loss from pooled separate accounts2020-12-31$1,827,105
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$608,683
Employer contributions (assets) at end of year2020-12-31$608,683
Employer contributions (assets) at beginning of year2020-12-31$627,130
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$733,561
Contract administrator fees2020-12-31$150
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31ROGERS & COMPANY PLLC
Accountancy firm EIN2020-12-31582676261
2019 : BREAD FOR THE WORLD, INC. 401K PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$3,140,789
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$193,264
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$188,904
Value of total corrective distributions2019-12-31$2,235
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,115,680
Value of total assets at end of year2019-12-31$13,395,896
Value of total assets at beginning of year2019-12-31$10,448,371
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$2,125
Total interest from all sources2019-12-31$74,236
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$1,700
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$488,581
Participant contributions at end of year2019-12-31$111,162
Participant contributions at beginning of year2019-12-31$113,974
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$243
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$2,947,525
Value of net assets at end of year (total assets less liabilities)2019-12-31$13,395,896
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$10,448,371
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in pooled separate accounts at end of year2019-12-31$10,155,555
Value of interest in pooled separate accounts at beginning of year2019-12-31$7,411,200
Interest on participant loans2019-12-31$4,999
Interest earned on other investments2019-12-31$69,237
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$2,502,049
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$2,379,785
Net investment gain/loss from pooled separate accounts2019-12-31$1,950,873
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$627,099
Employer contributions (assets) at end of year2019-12-31$627,130
Employer contributions (assets) at beginning of year2019-12-31$543,169
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$188,904
Contract administrator fees2019-12-31$425
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31ROGERS & COMPANY PLLC
Accountancy firm EIN2019-12-31582676261
2018 : BREAD FOR THE WORLD, INC. 401K PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$823,856
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$598,312
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$595,987
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,213,878
Value of total assets at end of year2018-12-31$10,448,371
Value of total assets at beginning of year2018-12-31$10,222,827
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$2,325
Total interest from all sources2018-12-31$73,777
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$1,825
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$434,124
Participant contributions at end of year2018-12-31$113,974
Participant contributions at beginning of year2018-12-31$51,367
Participant contributions at end of year2018-12-31$243
Participant contributions at beginning of year2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$236,585
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$225,544
Value of net assets at end of year (total assets less liabilities)2018-12-31$10,448,371
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$10,222,827
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in pooled separate accounts at end of year2018-12-31$7,411,200
Value of interest in pooled separate accounts at beginning of year2018-12-31$7,365,492
Interest on participant loans2018-12-31$5,339
Interest earned on other investments2018-12-31$68,438
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$2,379,785
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$2,276,399
Net investment gain/loss from pooled separate accounts2018-12-31$-463,799
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$543,169
Employer contributions (assets) at end of year2018-12-31$543,169
Employer contributions (assets) at beginning of year2018-12-31$529,569
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$595,987
Contract administrator fees2018-12-31$500
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31ROGERS & COMPANY PLLC
Accountancy firm EIN2018-12-31582676261
2017 : BREAD FOR THE WORLD, INC. 401K PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$2,265,717
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$670,050
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$667,350
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$984,370
Value of total assets at end of year2017-12-31$10,222,827
Value of total assets at beginning of year2017-12-31$8,627,160
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$2,700
Total interest from all sources2017-12-31$65,433
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$438,770
Participant contributions at end of year2017-12-31$51,367
Participant contributions at beginning of year2017-12-31$54,330
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$16,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,595,667
Value of net assets at end of year (total assets less liabilities)2017-12-31$10,222,827
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$8,627,160
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in pooled separate accounts at end of year2017-12-31$7,365,492
Value of interest in pooled separate accounts at beginning of year2017-12-31$6,195,725
Interest on participant loans2017-12-31$2,294
Interest earned on other investments2017-12-31$63,139
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$2,276,399
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$1,737,338
Net investment gain/loss from pooled separate accounts2017-12-31$1,215,914
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$529,600
Employer contributions (assets) at end of year2017-12-31$529,569
Employer contributions (assets) at beginning of year2017-12-31$639,767
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$667,350
Contract administrator fees2017-12-31$2,700
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31ROGERS & COMPANY PLLC
Accountancy firm EIN2017-12-31582676261
2016 : BREAD FOR THE WORLD, INC. 401K PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$1,484,580
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$217,658
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$216,618
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,064,056
Value of total assets at end of year2016-12-31$8,627,160
Value of total assets at beginning of year2016-12-31$7,360,238
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$1,040
Total interest from all sources2016-12-31$44,302
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$424,705
Participant contributions at end of year2016-12-31$54,330
Participant contributions at beginning of year2016-12-31$51,785
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,266,922
Value of net assets at end of year (total assets less liabilities)2016-12-31$8,627,160
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$7,360,238
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$1,040
Value of interest in pooled separate accounts at end of year2016-12-31$6,195,725
Value of interest in pooled separate accounts at beginning of year2016-12-31$5,514,942
Interest on participant loans2016-12-31$2,257
Interest earned on other investments2016-12-31$42,045
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$1,737,338
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$1,203,572
Net investment gain/loss from pooled separate accounts2016-12-31$376,222
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$639,351
Employer contributions (assets) at end of year2016-12-31$639,767
Employer contributions (assets) at beginning of year2016-12-31$589,939
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$216,618
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31ROGERS & COMPANY PLLC
Accountancy firm EIN2016-12-31582676261
2015 : BREAD FOR THE WORLD, INC. 401K PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$1,502,833
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$889,820
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$887,085
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,468,629
Value of total assets at end of year2015-12-31$7,360,238
Value of total assets at beginning of year2015-12-31$6,747,225
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$2,735
Total interest from all sources2015-12-31$35,316
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$400,301
Participant contributions at end of year2015-12-31$51,785
Participant contributions at beginning of year2015-12-31$33,953
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$613,013
Value of net assets at end of year (total assets less liabilities)2015-12-31$7,360,238
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$6,747,225
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$2,735
Value of interest in pooled separate accounts at end of year2015-12-31$5,514,942
Value of interest in pooled separate accounts at beginning of year2015-12-31$5,593,309
Interest on participant loans2015-12-31$1,784
Interest earned on other investments2015-12-31$33,532
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$1,203,572
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$1,119,963
Net investment gain/loss from pooled separate accounts2015-12-31$-1,112
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$1,068,328
Employer contributions (assets) at end of year2015-12-31$589,939
Employer contributions (assets) at beginning of year2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$887,085
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31ROGERS & COMPANY PLLC
Accountancy firm EIN2015-12-31582676261
2014 : BREAD FOR THE WORLD, INC. 401K PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$1,244,969
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$539,202
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$528,124
Expenses. Certain deemed distributions of participant loans2014-12-31$9,408
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$839,945
Value of total assets at end of year2014-12-31$6,747,225
Value of total assets at beginning of year2014-12-31$6,041,458
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$1,670
Total interest from all sources2014-12-31$33,802
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$366,557
Participant contributions at end of year2014-12-31$33,953
Participant contributions at beginning of year2014-12-31$27,213
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$20,025
Administrative expenses (other) incurred2014-12-31$1,670
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Income. Non cash contributions2014-12-31$0
Value of net income/loss2014-12-31$705,767
Value of net assets at end of year (total assets less liabilities)2014-12-31$6,747,225
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$6,041,458
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in pooled separate accounts at end of year2014-12-31$5,593,309
Value of interest in pooled separate accounts at beginning of year2014-12-31$4,984,666
Interest on participant loans2014-12-31$1,287
Interest earned on other investments2014-12-31$32,515
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$1,119,963
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$1,029,579
Net investment gain/loss from pooled separate accounts2014-12-31$371,222
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$453,363
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$528,124
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31ROGERS & COMPANY PLLC
Accountancy firm EIN2014-12-31582676261
2013 : BREAD FOR THE WORLD, INC. 401K PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$1,683,831
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$356,987
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$350,013
Expenses. Certain deemed distributions of participant loans2013-12-31$6,434
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$711,349
Value of total assets at end of year2013-12-31$6,041,458
Value of total assets at beginning of year2013-12-31$4,714,614
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$540
Total interest from all sources2013-12-31$30,103
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$291,971
Participant contributions at end of year2013-12-31$27,213
Participant contributions at beginning of year2013-12-31$12,678
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$0
Administrative expenses (other) incurred2013-12-31$540
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Income. Non cash contributions2013-12-31$0
Value of net income/loss2013-12-31$1,326,844
Value of net assets at end of year (total assets less liabilities)2013-12-31$6,041,458
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$4,714,614
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in pooled separate accounts at end of year2013-12-31$4,984,666
Value of interest in pooled separate accounts at beginning of year2013-12-31$3,783,815
Interest on participant loans2013-12-31$1,122
Interest earned on other investments2013-12-31$28,981
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$1,029,579
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$918,121
Net investment gain/loss from pooled separate accounts2013-12-31$942,379
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$419,378
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$350,013
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31ROGERS & COMPANY PLLC
Accountancy firm EIN2013-12-31582676261
2012 : BREAD FOR THE WORLD, INC. 401K PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$912,463
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$272,708
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$271,033
Expenses. Certain deemed distributions of participant loans2012-12-31$1,325
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$405,223
Value of total assets at end of year2012-12-31$4,714,614
Value of total assets at beginning of year2012-12-31$4,074,859
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$350
Total interest from all sources2012-12-31$27,148
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$236,130
Participant contributions at end of year2012-12-31$12,678
Participant contributions at beginning of year2012-12-31$23,963
Administrative expenses (other) incurred2012-12-31$350
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$639,755
Value of net assets at end of year (total assets less liabilities)2012-12-31$4,714,614
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$4,074,859
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in pooled separate accounts at end of year2012-12-31$3,783,815
Value of interest in pooled separate accounts at beginning of year2012-12-31$3,198,087
Interest on participant loans2012-12-31$816
Interest earned on other investments2012-12-31$26,332
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$918,121
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$852,809
Net investment gain/loss from pooled separate accounts2012-12-31$480,092
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$169,093
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$271,033
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31RAFFA PC
Accountancy firm EIN2012-12-31521511275
2011 : BREAD FOR THE WORLD, INC. 401K PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Expenses. Interest paid2011-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022011-12-31$0
Total income from all sources (including contributions)2011-12-31$337,823
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$313,680
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$311,760
Expenses. Certain deemed distributions of participant loans2011-12-31$0
Value of total corrective distributions2011-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$435,002
Value of total assets at end of year2011-12-31$4,074,859
Value of total assets at beginning of year2011-12-31$4,050,716
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$1,920
Total interest from all sources2011-12-31$25,839
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$0
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$350,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$1
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$214,216
Participant contributions at end of year2011-12-31$23,963
Participant contributions at beginning of year2011-12-31$15,492
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-12-31$0
Administrative expenses (other) incurred2011-12-31$1,920
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Income. Non cash contributions2011-12-31$0
Value of net income/loss2011-12-31$24,143
Value of net assets at end of year (total assets less liabilities)2011-12-31$4,074,859
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$4,050,716
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$0
Value of interest in pooled separate accounts at end of year2011-12-31$3,198,087
Value of interest in pooled separate accounts at beginning of year2011-12-31$3,206,981
Interest on participant loans2011-12-31$1,146
Interest earned on other investments2011-12-31$24,693
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$852,809
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$828,243
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$0
Net investment gain/loss from pooled separate accounts2011-12-31$-123,018
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$220,786
Income. Dividends from preferred stock2011-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$311,760
Contract administrator fees2011-12-31$0
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31RAFFA PC
Accountancy firm EIN2011-12-31521511275
2010 : BREAD FOR THE WORLD, INC. 401K PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$831,874
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$253,884
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$252,994
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$394,674
Value of total assets at end of year2010-12-31$4,050,716
Value of total assets at beginning of year2010-12-31$3,472,726
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$890
Total interest from all sources2010-12-31$24,272
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$350,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$192,020
Participant contributions at end of year2010-12-31$15,492
Participant contributions at beginning of year2010-12-31$5,040
Administrative expenses (other) incurred2010-12-31$890
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Income. Non cash contributions2010-12-31$2,664
Value of net income/loss2010-12-31$577,990
Value of net assets at end of year (total assets less liabilities)2010-12-31$4,050,716
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$3,472,726
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in pooled separate accounts at end of year2010-12-31$3,206,981
Value of interest in pooled separate accounts at beginning of year2010-12-31$2,707,929
Interest on participant loans2010-12-31$529
Interest earned on other investments2010-12-31$23,743
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$828,243
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$759,757
Net investment gain/loss from pooled separate accounts2010-12-31$412,928
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$199,990
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$252,994
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31RAFFA PC
Accountancy firm EIN2010-12-31521511275
2009 : BREAD FOR THE WORLD, INC. 401K PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for BREAD FOR THE WORLD, INC. 401K PLAN

2022: BREAD FOR THE WORLD, INC. 401K PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: BREAD FOR THE WORLD, INC. 401K PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: BREAD FOR THE WORLD, INC. 401K PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: BREAD FOR THE WORLD, INC. 401K PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: BREAD FOR THE WORLD, INC. 401K PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: BREAD FOR THE WORLD, INC. 401K PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: BREAD FOR THE WORLD, INC. 401K PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: BREAD FOR THE WORLD, INC. 401K PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: BREAD FOR THE WORLD, INC. 401K PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: BREAD FOR THE WORLD, INC. 401K PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: BREAD FOR THE WORLD, INC. 401K PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: BREAD FOR THE WORLD, INC. 401K PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: BREAD FOR THE WORLD, INC. 401K PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: BREAD FOR THE WORLD, INC. 401K PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberGH2096
Policy instance 1
Insurance contract or identification numberGH2096
Number of Individuals Covered132
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $42,040
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $42,040
Insurance broker organization code?3
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberGH2096
Policy instance 1
Insurance contract or identification numberGH2096
Number of Individuals Covered131
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $46,384
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $46,384
Insurance broker organization code?3
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberGH2096
Policy instance 1
Insurance contract or identification numberGH2096
Number of Individuals Covered133
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $39,191
Total amount of fees paid to insurance companyUSD $6,395
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $39,191
Insurance broker organization code?3
Amount paid for insurance broker fees6395
Additional information about fees paid to insurance brokerTPA PARTNERSHIP PROGRAM
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberGH2096
Policy instance 1
Insurance contract or identification numberGH2096
Number of Individuals Covered140
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $34,145
Total amount of fees paid to insurance companyUSD $5,517
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $34,145
Insurance broker organization code?3
Amount paid for insurance broker fees5517
Additional information about fees paid to insurance brokerTPA PARTNERSHIP PROGRAM
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberGH2096
Policy instance 1
Insurance contract or identification numberGH2096
Number of Individuals Covered137
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $27,278
Total amount of fees paid to insurance companyUSD $4,383
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $27,278
Insurance broker organization code?3
Amount paid for insurance broker fees4383
Additional information about fees paid to insurance brokerTPA PARTNERSHIP PROGRAM
Insurance broker nameRETIREMENT PLANNERS & ADMIN
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberGH2096
Policy instance 1
Insurance contract or identification numberGH2096
Number of Individuals Covered140
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $20,754
Total amount of fees paid to insurance companyUSD $3,448
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 Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $20,754
Insurance broker organization code?3
Amount paid for insurance broker fees1743
Additional information about fees paid to insurance brokerTPA PARTNERSHIP PROGRAM
Insurance broker nameKENNETH L. MAHER
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberGH2096
Policy instance 1
Insurance contract or identification numberGH2096
Number of Individuals Covered128
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $19,483
Total amount of fees paid to insurance companyUSD $3,176
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 Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $19,483
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerCASH COMMISSIONS
Insurance broker organization code?3
Insurance broker nameKENNETH L. MAHER
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberGH2096
Policy instance 1
Insurance contract or identification numberGH2096
Number of Individuals Covered126
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $18,047
Total amount of fees paid to insurance companyUSD $2,498
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 Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $12,403
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerCASH COMMISSIONS
Insurance broker organization code?3
Insurance broker nameKENNETH L. MAHER
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberGH2096
Policy instance 1
Insurance contract or identification numberGH2096
Number of Individuals Covered129
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $17,860
Total amount of fees paid to insurance companyUSD $2,198
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 Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $17,860
Insurance broker organization code?3
Amount paid for insurance broker fees2198
Additional information about fees paid to insurance brokerTPA PARTNERSHIP PROGRAM
Insurance broker nameKLM PLAN SERVICES, INC.
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberGH2096
Policy instance 1
Insurance contract or identification numberGH2096
Number of Individuals Covered126
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $16,572
Total amount of fees paid to insurance companyUSD $2,054
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 Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberGH2096
Policy instance 1
Insurance contract or identification numberGH2096
Number of Individuals Covered103
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $14,763
Total amount of fees paid to insurance companyUSD $1,816
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 Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $14,763
Insurance broker organization code?3
Amount paid for insurance broker fees1816
Additional information about fees paid to insurance brokerTPA PARTNERSHIP PROGRAM
Insurance broker nameKLM PLAN SERVICES, INC.

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