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EMPLOYEE BENEFIT PLAN OF CORTLAND COUNTY COMMUNITY ACTION PROGRAM INC. 401k Plan overview

Plan NameEMPLOYEE BENEFIT PLAN OF CORTLAND COUNTY COMMUNITY ACTION PROGRAM INC.
Plan identification number 001

EMPLOYEE BENEFIT PLAN OF CORTLAND COUNTY COMMUNITY ACTION PROGRAM INC. 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.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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.

401k Sponsoring company profile

CORTLAND COUNTY COMMUNITY ACTION PR OGRAM INC. has sponsored the creation of one or more 401k plans.

Company Name:CORTLAND COUNTY COMMUNITY ACTION PR OGRAM INC.
Employer identification number (EIN):161004653
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EMPLOYEE BENEFIT PLAN OF CORTLAND COUNTY COMMUNITY ACTION PROGRAM INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01GREG RICHARDS
0012017-01-01GREG RICHARDS
0012016-01-01GREG RICHARDS GREG RICHARDS2017-10-13
0012015-01-01GREG RICHARDS GREG RICHARDS2016-10-14
0012014-01-01COLLEEN KANIA COLLEEN KANIA2015-07-27
0012013-04-01COLLEEN KANIA COLLEEN KANIA2014-10-03
0012012-04-01COLLEEN KANIA COLLEEN KANIA2014-01-08
0012011-04-01COLLEEN KANIA2012-12-06 COLLEEN KANIA2012-12-06
0012010-04-01COLLEEN KANIA2011-11-03 COLLEEN KANIA2011-11-03

Plan Statistics for EMPLOYEE BENEFIT PLAN OF CORTLAND COUNTY COMMUNITY ACTION PROGRAM INC.

401k plan membership statisitcs for EMPLOYEE BENEFIT PLAN OF CORTLAND COUNTY COMMUNITY ACTION PROGRAM INC.

Measure Date Value
2022: EMPLOYEE BENEFIT PLAN OF CORTLAND COUNTY COMMUNITY ACTION PROGRAM INC. 2022 401k membership
Total participants, beginning-of-year2022-01-01559
Total number of active participants reported on line 7a of the Form 55002022-01-01315
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01274
Total of all active and inactive participants2022-01-01589
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-013
Total participants2022-01-01592
Number of participants with account balances2022-01-01584
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: EMPLOYEE BENEFIT PLAN OF CORTLAND COUNTY COMMUNITY ACTION PROGRAM INC. 2021 401k membership
Total participants, beginning-of-year2021-01-01633
Total number of active participants reported on line 7a of the Form 55002021-01-01367
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01190
Total of all active and inactive participants2021-01-01557
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-012
Total participants2021-01-01559
Number of participants with account balances2021-01-01554
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: EMPLOYEE BENEFIT PLAN OF CORTLAND COUNTY COMMUNITY ACTION PROGRAM INC. 2020 401k membership
Total participants, beginning-of-year2020-01-01531
Total number of active participants reported on line 7a of the Form 55002020-01-01463
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01169
Total of all active and inactive participants2020-01-01632
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01633
Number of participants with account balances2020-01-01603
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: EMPLOYEE BENEFIT PLAN OF CORTLAND COUNTY COMMUNITY ACTION PROGRAM INC. 2019 401k membership
Total participants, beginning-of-year2019-01-01437
Total number of active participants reported on line 7a of the Form 55002019-01-01426
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01103
Total of all active and inactive participants2019-01-01529
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-012
Total participants2019-01-01531
Number of participants with account balances2019-01-01497
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: EMPLOYEE BENEFIT PLAN OF CORTLAND COUNTY COMMUNITY ACTION PROGRAM INC. 2018 401k membership
Total participants, beginning-of-year2018-01-01358
Total number of active participants reported on line 7a of the Form 55002018-01-01379
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0157
Total of all active and inactive participants2018-01-01436
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01437
Number of participants with account balances2018-01-01407
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: EMPLOYEE BENEFIT PLAN OF CORTLAND COUNTY COMMUNITY ACTION PROGRAM INC. 2017 401k membership
Total participants, beginning-of-year2017-01-01219
Total number of active participants reported on line 7a of the Form 55002017-01-01311
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0146
Total of all active and inactive participants2017-01-01357
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01358
Number of participants with account balances2017-01-01315
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: EMPLOYEE BENEFIT PLAN OF CORTLAND COUNTY COMMUNITY ACTION PROGRAM INC. 2016 401k membership
Total participants, beginning-of-year2016-01-01220
Total number of active participants reported on line 7a of the Form 55002016-01-01180
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0138
Total of all active and inactive participants2016-01-01218
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-01219
Number of participants with account balances2016-01-01168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0119
2015: EMPLOYEE BENEFIT PLAN OF CORTLAND COUNTY COMMUNITY ACTION PROGRAM INC. 2015 401k membership
Total participants, beginning-of-year2015-01-01211
Total number of active participants reported on line 7a of the Form 55002015-01-01186
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0134
Total of all active and inactive participants2015-01-01220
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01220
Number of participants with account balances2015-01-01220
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0115
2014: EMPLOYEE BENEFIT PLAN OF CORTLAND COUNTY COMMUNITY ACTION PROGRAM INC. 2014 401k membership
Total participants, beginning-of-year2014-01-01200
Total number of active participants reported on line 7a of the Form 55002014-01-01188
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0123
Total of all active and inactive participants2014-01-01211
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01211
Number of participants with account balances2014-01-01211
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-013
2013: EMPLOYEE BENEFIT PLAN OF CORTLAND COUNTY COMMUNITY ACTION PROGRAM INC. 2013 401k membership
Total participants, beginning-of-year2013-04-01190
Total number of active participants reported on line 7a of the Form 55002013-04-01188
Number of retired or separated participants receiving benefits2013-04-010
Number of other retired or separated participants entitled to future benefits2013-04-0112
Total of all active and inactive participants2013-04-01200
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-04-010
Total participants2013-04-01200
Number of participants with account balances2013-04-01200
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-04-014
2012: EMPLOYEE BENEFIT PLAN OF CORTLAND COUNTY COMMUNITY ACTION PROGRAM INC. 2012 401k membership
Total participants, beginning-of-year2012-04-01135
Total number of active participants reported on line 7a of the Form 55002012-04-01180
Number of retired or separated participants receiving benefits2012-04-010
Number of other retired or separated participants entitled to future benefits2012-04-0110
Total of all active and inactive participants2012-04-01190
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-04-010
Total participants2012-04-01190
Number of participants with account balances2012-04-01190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-04-0111

Financial Data on EMPLOYEE BENEFIT PLAN OF CORTLAND COUNTY COMMUNITY ACTION PROGRAM INC.

Measure Date Value
2022 : EMPLOYEE BENEFIT PLAN OF CORTLAND COUNTY COMMUNITY ACTION PROGRAM INC. 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$0
Total income from all sources (including contributions)2022-12-31$-92,370
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$110,992
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$105,719
Expenses. Certain deemed distributions of participant loans2022-12-31$1,945
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$287,646
Value of total assets at end of year2022-12-31$2,408,300
Value of total assets at beginning of year2022-12-31$2,611,662
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$3,328
Total interest from all sources2022-12-31$2,660
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
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
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$180,308
Participant contributions at end of year2022-12-31$60,265
Participant contributions at beginning of year2022-12-31$39,698
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$6,472
Other income not declared elsewhere2022-12-31$0
Administrative expenses (other) incurred2022-12-31$3,328
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-203,362
Value of net assets at end of year (total assets less liabilities)2022-12-31$2,408,300
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$2,611,662
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 registered invesment companies (eg mutual funds) at end of year2022-12-31$2,198,707
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$2,408,236
Interest on participant loans2022-12-31$2,278
Interest earned on other investments2022-12-31$382
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$149,328
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$163,728
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$0
Net investment gain/loss from pooled separate accounts2022-12-31$-382,676
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$100,866
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$105,719
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 name2022-12-31BONADIO & CO., LLP
Accountancy firm EIN2022-12-31161131146
2021 : EMPLOYEE BENEFIT PLAN OF CORTLAND COUNTY COMMUNITY ACTION PROGRAM INC. 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$642,209
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$165,728
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$160,011
Expenses. Certain deemed distributions of participant loans2021-12-31$2,389
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$320,908
Value of total assets at end of year2021-12-31$2,611,662
Value of total assets at beginning of year2021-12-31$2,135,181
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$3,328
Total interest from all sources2021-12-31$3,648
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
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
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$161,906
Participant contributions at end of year2021-12-31$39,698
Participant contributions at beginning of year2021-12-31$53,591
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$51,649
Other income not declared elsewhere2021-12-31$0
Administrative expenses (other) incurred2021-12-31$3,328
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$476,481
Value of net assets at end of year (total assets less liabilities)2021-12-31$2,611,662
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$2,135,181
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 registered invesment companies (eg mutual funds) at end of year2021-12-31$2,408,236
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$1,945,678
Interest on participant loans2021-12-31$2,128
Interest earned on other investments2021-12-31$1,520
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$163,728
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$135,912
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$0
Net investment gain/loss from pooled separate accounts2021-12-31$317,653
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$107,353
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$160,011
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 plan2021-12-31Unqualified
Accountancy firm name2021-12-31BONADIO & CO., LLP
Accountancy firm EIN2021-12-31161131146
2020 : EMPLOYEE BENEFIT PLAN OF CORTLAND COUNTY COMMUNITY ACTION PROGRAM INC. 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$463,610
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$283,638
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$280,994
Expenses. Certain deemed distributions of participant loans2020-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$240,940
Value of total assets at end of year2020-12-31$2,135,181
Value of total assets at beginning of year2020-12-31$1,955,209
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$2,644
Total interest from all sources2020-12-31$5,271
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
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$141,340
Participant contributions at end of year2020-12-31$53,591
Participant contributions at beginning of year2020-12-31$82,201
Other income not declared elsewhere2020-12-31$0
Administrative expenses (other) incurred2020-12-31$2,644
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$179,972
Value of net assets at end of year (total assets less liabilities)2020-12-31$2,135,181
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$1,955,209
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 registered invesment companies (eg mutual funds) at end of year2020-12-31$1,945,678
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$1,762,957
Interest on participant loans2020-12-31$4,064
Interest earned on other investments2020-12-31$1,207
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$135,912
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$110,051
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Net investment gain/loss from pooled separate accounts2020-12-31$217,399
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$99,600
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$280,994
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 name2020-12-31BONADIO & CO., LLP
Accountancy firm EIN2020-12-31161131146
2019 : EMPLOYEE BENEFIT PLAN OF CORTLAND COUNTY COMMUNITY ACTION PROGRAM INC. 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$535,726
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$77,297
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$75,192
Expenses. Certain deemed distributions of participant loans2019-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$237,229
Value of total assets at end of year2019-12-31$1,955,209
Value of total assets at beginning of year2019-12-31$1,496,780
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$2,105
Total interest from all sources2019-12-31$4,869
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
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$120,612
Participant contributions at end of year2019-12-31$82,201
Participant contributions at beginning of year2019-12-31$65,037
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$29,332
Other income not declared elsewhere2019-12-31$0
Administrative expenses (other) incurred2019-12-31$2,105
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$458,429
Value of net assets at end of year (total assets less liabilities)2019-12-31$1,955,209
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,496,780
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 registered invesment companies (eg mutual funds) at end of year2019-12-31$1,762,957
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$1,335,694
Interest on participant loans2019-12-31$3,083
Interest earned on other investments2019-12-31$1,786
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$110,051
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$96,049
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Net investment gain/loss from pooled separate accounts2019-12-31$293,628
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$87,285
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$75,192
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 name2019-12-31BONADIO & CO., LLP
Accountancy firm EIN2019-12-31161131146
2018 : EMPLOYEE BENEFIT PLAN OF CORTLAND COUNTY COMMUNITY ACTION PROGRAM INC. 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$74,992
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$225,192
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$223,524
Expenses. Certain deemed distributions of participant loans2018-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$170,790
Value of total assets at end of year2018-12-31$1,496,780
Value of total assets at beginning of year2018-12-31$1,646,980
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$1,668
Total interest from all sources2018-12-31$4,297
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
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$250,000
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$95,819
Participant contributions at end of year2018-12-31$65,037
Participant contributions at beginning of year2018-12-31$69,549
Participant contributions at beginning of year2018-12-31$3,703
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$430
Administrative expenses (other) incurred2018-12-31$1,668
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-150,200
Value of net assets at end of year (total assets less liabilities)2018-12-31$1,496,780
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$1,646,980
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 registered invesment companies (eg mutual funds) at end of year2018-12-31$1,335,694
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$1,474,717
Interest on participant loans2018-12-31$3,336
Interest earned on other investments2018-12-31$961
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$96,049
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$96,129
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$0
Net investment gain/loss from pooled separate accounts2018-12-31$-100,095
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$74,541
Employer contributions (assets) at beginning of year2018-12-31$2,882
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$223,524
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 name2018-12-31BONADIO & CO., LLP
Accountancy firm EIN2018-12-31161131146
2017 : EMPLOYEE BENEFIT PLAN OF CORTLAND COUNTY COMMUNITY ACTION PROGRAM INC. 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$383,000
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$191,887
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$189,240
Expenses. Certain deemed distributions of participant loans2017-12-31$1,116
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$185,369
Value of total assets at end of year2017-12-31$1,646,980
Value of total assets at beginning of year2017-12-31$1,455,867
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$1,531
Total interest from all sources2017-12-31$3,298
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$350,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$91,367
Participant contributions at end of year2017-12-31$69,549
Participant contributions at beginning of year2017-12-31$26,004
Participant contributions at end of year2017-12-31$3,703
Participant contributions at beginning of year2017-12-31$3,311
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$21,010
Other income not declared elsewhere2017-12-31$0
Administrative expenses (other) incurred2017-12-31$1,531
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$191,113
Value of net assets at end of year (total assets less liabilities)2017-12-31$1,646,980
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$1,455,867
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 registered invesment companies (eg mutual funds) at end of year2017-12-31$1,474,717
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$1,313,446
Interest on participant loans2017-12-31$2,208
Interest earned on other investments2017-12-31$1,090
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$96,129
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$110,427
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$0
Net investment gain/loss from pooled separate accounts2017-12-31$194,333
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$72,992
Employer contributions (assets) at end of year2017-12-31$2,882
Employer contributions (assets) at beginning of year2017-12-31$2,679
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$189,240
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 name2017-12-31BONADIO & CO., LLP
Accountancy firm EIN2017-12-31161131146
2016 : EMPLOYEE BENEFIT PLAN OF CORTLAND COUNTY COMMUNITY ACTION PROGRAM INC. 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$274,192
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$265,041
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$255,808
Expenses. Certain deemed distributions of participant loans2016-12-31$7,761
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$157,799
Value of total assets at end of year2016-12-31$1,455,867
Value of total assets at beginning of year2016-12-31$1,446,716
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$1,472
Total interest from all sources2016-12-31$2,600
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$250,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$88,226
Participant contributions at end of year2016-12-31$26,004
Participant contributions at beginning of year2016-12-31$33,534
Participant contributions at end of year2016-12-31$3,311
Participant contributions at beginning of year2016-12-31$3,330
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$1,031
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$767
Other income not declared elsewhere2016-12-31$0
Administrative expenses (other) incurred2016-12-31$1,472
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$9,151
Value of net assets at end of year (total assets less liabilities)2016-12-31$1,455,867
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$1,446,716
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$1,313,446
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$1,231,268
Interest on participant loans2016-12-31$1,359
Interest earned on other investments2016-12-31$1,241
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$110,427
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$115,944
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$0
Net investment gain/loss from pooled separate accounts2016-12-31$113,793
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$68,542
Employer contributions (assets) at end of year2016-12-31$2,679
Employer contributions (assets) at beginning of year2016-12-31$61,873
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$255,808
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 name2016-12-31BONADIO & CO., LLP
Accountancy firm EIN2016-12-31161131146
2015 : EMPLOYEE BENEFIT PLAN OF CORTLAND COUNTY COMMUNITY ACTION PROGRAM INC. 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$138,697
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$57,029
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$46,214
Expenses. Certain deemed distributions of participant loans2015-12-31$9,826
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$155,940
Value of total assets at end of year2015-12-31$1,446,716
Value of total assets at beginning of year2015-12-31$1,365,048
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$989
Total interest from all sources2015-12-31$2,696
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$250,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$90,991
Participant contributions at end of year2015-12-31$33,534
Participant contributions at beginning of year2015-12-31$45,095
Participant contributions at end of year2015-12-31$3,330
Participant contributions at beginning of year2015-12-31$3,729
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$2,175
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$767
Other income not declared elsewhere2015-12-31$0
Administrative expenses (other) incurred2015-12-31$989
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
Income. Non cash contributions2015-12-31$767
Value of net income/loss2015-12-31$81,668
Value of net assets at end of year (total assets less liabilities)2015-12-31$1,446,716
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$1,365,048
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$1,231,268
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$1,198,283
Interest on participant loans2015-12-31$1,541
Interest earned on other investments2015-12-31$1,155
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$115,944
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$114,946
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$0
Net investment gain/loss from pooled separate accounts2015-12-31$-19,939
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$62,007
Employer contributions (assets) at end of year2015-12-31$61,873
Employer contributions (assets) at beginning of year2015-12-31$2,995
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$46,214
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 name2015-12-31BONADIO & CO., LLP
Accountancy firm EIN2015-12-31161131146
2014 : EMPLOYEE BENEFIT PLAN OF CORTLAND COUNTY COMMUNITY ACTION PROGRAM INC. 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$240,438
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$62,243
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$28,389
Expenses. Certain deemed distributions of participant loans2014-12-31$30,374
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$166,187
Value of total assets at end of year2014-12-31$1,365,048
Value of total assets at beginning of year2014-12-31$1,186,853
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$3,480
Total interest from all sources2014-12-31$2,718
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$250,000
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$93,404
Participant contributions at end of year2014-12-31$45,095
Participant contributions at beginning of year2014-12-31$68,090
Participant contributions at end of year2014-12-31$3,729
Participant contributions at beginning of year2014-12-31$3,663
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$0
Other income not declared elsewhere2014-12-31$0
Administrative expenses (other) incurred2014-12-31$3,480
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
Value of net income/loss2014-12-31$178,195
Value of net assets at end of year (total assets less liabilities)2014-12-31$1,365,048
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$1,186,853
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 registered invesment companies (eg mutual funds) at end of year2014-12-31$1,198,283
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$1,012,149
Interest on participant loans2014-12-31$1,652
Interest earned on other investments2014-12-31$1,066
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$114,946
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$100,082
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$0
Net investment gain/loss from pooled separate accounts2014-12-31$71,533
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$72,783
Employer contributions (assets) at end of year2014-12-31$2,995
Employer contributions (assets) at beginning of year2014-12-31$2,869
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$28,389
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 name2014-12-31BONADIO & CO., LLP
Accountancy firm EIN2014-12-31161131146
2013 : EMPLOYEE BENEFIT PLAN OF CORTLAND COUNTY COMMUNITY ACTION PROGRAM INC. 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$228,742
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$25,619
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$25,126
Expenses. Certain deemed distributions of participant loans2013-12-31$157
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$118,720
Value of total assets at end of year2013-12-31$1,186,853
Value of total assets at beginning of year2013-12-31$983,730
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$336
Total interest from all sources2013-12-31$1,799
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$250,000
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$68,588
Participant contributions at end of year2013-12-31$68,090
Participant contributions at beginning of year2013-12-31$34,180
Participant contributions at end of year2013-12-31$3,663
Participant contributions at beginning of year2013-12-31$3,773
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$5,514
Other income not declared elsewhere2013-12-31$0
Administrative expenses (other) incurred2013-12-31$336
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
Value of net income/loss2013-12-31$203,123
Value of net assets at end of year (total assets less liabilities)2013-12-31$1,186,853
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$983,730
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 registered invesment companies (eg mutual funds) at end of year2013-12-31$1,012,149
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$822,834
Interest on participant loans2013-12-31$1,799
Interest earned on other investments2013-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$100,082
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$88,099
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$0
Net investment gain/loss from pooled separate accounts2013-12-31$108,223
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$44,618
Employer contributions (assets) at end of year2013-12-31$2,869
Employer contributions (assets) at beginning of year2013-12-31$34,844
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$25,126
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 name2013-12-31BONADIO & CO. LLP
Accountancy firm EIN2013-12-31161131146
Total unrealized appreciation/depreciation of assets2013-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-03-31$0
Total income from all sources (including contributions)2013-03-31$264,216
Total loss/gain on sale of assets2013-03-31$0
Total of all expenses incurred2013-03-31$47,123
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-03-31$46,526
Expenses. Certain deemed distributions of participant loans2013-03-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-03-31$191,795
Value of total assets at end of year2013-03-31$983,730
Value of total assets at beginning of year2013-03-31$766,637
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-03-31$597
Total interest from all sources2013-03-31$2,864
Total dividends received (eg from common stock, registered investment company shares)2013-03-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-03-31No
Was this plan covered by a fidelity bond2013-03-31Yes
Value of fidelity bond cover2013-03-31$250,000
If this is an individual account plan, was there a blackout period2013-03-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-03-31$0
Were there any nonexempt tranactions with any party-in-interest2013-03-31No
Contributions received from participants2013-03-31$95,653
Participant contributions at end of year2013-03-31$34,180
Participant contributions at beginning of year2013-03-31$40,507
Participant contributions at end of year2013-03-31$3,773
Income. Received or receivable in cash from other sources (including rollovers)2013-03-31$3,484
Other income not declared elsewhere2013-03-31$0
Administrative expenses (other) incurred2013-03-31$597
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-03-31No
Value of net income/loss2013-03-31$217,093
Value of net assets at end of year (total assets less liabilities)2013-03-31$983,730
Value of net assets at beginning of year (total assets less liabilities)2013-03-31$766,637
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-03-31No
Were any leases to which the plan was party in default or uncollectible2013-03-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-03-31$822,834
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-03-31$661,841
Interest on participant loans2013-03-31$1,733
Interest earned on other investments2013-03-31$1,131
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-03-31$88,099
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-03-31$64,289
Expenses. Payments to insurance carriers foe the provision of benefits2013-03-31$0
Net investment gain/loss from pooled separate accounts2013-03-31$69,557
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-03-31No
Was there a failure to transmit to the plan any participant contributions2013-03-31No
Has the plan failed to provide any benefit when due under the plan2013-03-31No
Contributions received in cash from employer2013-03-31$92,658
Employer contributions (assets) at end of year2013-03-31$34,844
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-03-31$46,526
Did the plan have assets held for investment2013-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-03-31Yes
Opinion of an independent qualified public accountant for this plan2013-03-31Disclaimer
Accountancy firm name2013-03-31BOANDIO & CO., LLP
Accountancy firm EIN2013-03-31161131146

Form 5500 Responses for EMPLOYEE BENEFIT PLAN OF CORTLAND COUNTY COMMUNITY ACTION PROGRAM INC.

2022: EMPLOYEE BENEFIT PLAN OF CORTLAND COUNTY COMMUNITY ACTION PROGRAM INC. 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 benefit arrangement – InsuranceYes
2021: EMPLOYEE BENEFIT PLAN OF CORTLAND COUNTY COMMUNITY ACTION PROGRAM INC. 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 benefit arrangement – InsuranceYes
2020: EMPLOYEE BENEFIT PLAN OF CORTLAND COUNTY COMMUNITY ACTION PROGRAM INC. 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedYes
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 benefit arrangement – InsuranceYes
2019: EMPLOYEE BENEFIT PLAN OF CORTLAND COUNTY COMMUNITY ACTION PROGRAM INC. 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 benefit arrangement – InsuranceYes
2018: EMPLOYEE BENEFIT PLAN OF CORTLAND COUNTY COMMUNITY ACTION PROGRAM INC. 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 benefit arrangement – InsuranceYes
2017: EMPLOYEE BENEFIT PLAN OF CORTLAND COUNTY COMMUNITY ACTION PROGRAM INC. 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedYes
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
2016: EMPLOYEE BENEFIT PLAN OF CORTLAND COUNTY COMMUNITY ACTION PROGRAM INC. 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
2015: EMPLOYEE BENEFIT PLAN OF CORTLAND COUNTY COMMUNITY ACTION PROGRAM INC. 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
2014: EMPLOYEE BENEFIT PLAN OF CORTLAND COUNTY COMMUNITY ACTION PROGRAM INC. 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
2013: EMPLOYEE BENEFIT PLAN OF CORTLAND COUNTY COMMUNITY ACTION PROGRAM INC. 2013 form 5500 responses
2013-04-01Type of plan entitySingle employer plan
2013-04-01Submission has been amendedNo
2013-04-01This submission is the final filingNo
2013-04-01This return/report is a short plan year return/report (less than 12 months)Yes
2013-04-01Plan is a collectively bargained planNo
2013-04-01Plan funding arrangement – InsuranceYes
2013-04-01Plan funding arrangement – TrustYes
2013-04-01Plan benefit arrangement – InsuranceYes
2012: EMPLOYEE BENEFIT PLAN OF CORTLAND COUNTY COMMUNITY ACTION PROGRAM INC. 2012 form 5500 responses
2012-04-01Type of plan entitySingle employer plan
2012-04-01Submission has been amendedNo
2012-04-01This submission is the final filingNo
2012-04-01This return/report is a short plan year return/report (less than 12 months)No
2012-04-01Plan is a collectively bargained planNo
2012-04-01Plan funding arrangement – InsuranceYes
2012-04-01Plan funding arrangement – TrustYes
2012-04-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number053992
Policy instance 1
Insurance contract or identification number053992
Number of Individuals Covered584
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,362
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees1362
Additional information about fees paid to insurance brokerINCENTIVE COMPENSATION
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number053992B
Policy instance 1
Insurance contract or identification number053992B
Number of Individuals Covered559
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $213
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees213
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number053992B
Policy instance 1
Insurance contract or identification number053992B
Number of Individuals Covered633
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $213
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees213
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number053992B
Policy instance 1
Insurance contract or identification number053992B
Number of Individuals Covered531
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $838
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees838
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number053992B
Policy instance 1
Insurance contract or identification number053992B
Number of Individuals Covered437
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $616
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees616
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number053992B
Policy instance 1
Insurance contract or identification number053992B
Number of Individuals Covered358
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,115
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees1115
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP PROGRAM
Insurance broker organization code?3
Insurance broker nameROCHESTER REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number053992B
Policy instance 1
Insurance contract or identification number053992B
Number of Individuals Covered220
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $373
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees373
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker nameROCHESTER REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number053992B
Policy instance 1
Insurance contract or identification number053992B
Number of Individuals Covered211
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $407
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees407
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker nameROCHESTER REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number053992B
Policy instance 1
Insurance contract or identification number053992B
Number of Individuals Covered200
Insurance policy start date2013-04-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $280
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees280
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker nameROCHESTER REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number053992B
Policy instance 1
Insurance contract or identification number053992B
Number of Individuals Covered190
Insurance policy start date2012-04-01
Insurance policy end date2013-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $897
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees387
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker nameMELISA BEAUCHESNE

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