?>
Logo

403(B) THRIFT PLAN OF CHOICES NETWORK OF ARIZONA, INC. 401k Plan overview

Plan Name403(B) THRIFT PLAN OF CHOICES NETWORK OF ARIZONA, INC.
Plan identification number 001

403(B) THRIFT PLAN OF CHOICES NETWORK OF ARIZONA, INC. Benefits

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

401k Sponsoring company profile

CHOICES NETWORK OF ARIZONA, INC. has sponsored the creation of one or more 401k plans.

Company Name:CHOICES NETWORK OF ARIZONA, INC.
Employer identification number (EIN):208609578
NAIC Classification:621420
NAIC Description:Outpatient Mental Health and Substance Abuse Centers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 403(B) THRIFT PLAN OF CHOICES NETWORK OF ARIZONA, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012017-07-01ELIZABETH KETTER2019-03-05
0012016-07-01JOHN STEPHENS
0012015-07-01LIZ KETTER
0012014-07-01LIZ KETTER
0012013-07-01THOMAS MCKELVEY
0012012-07-01RON SMITH
0012011-07-01JEREMY GIMBEL JEREMY GIMBEL2013-04-11
0012010-07-01MARTHA ZHAN MARTHA ZHAN2012-01-11
0012009-07-01BENJAMIN BAXTER

Plan Statistics for 403(B) THRIFT PLAN OF CHOICES NETWORK OF ARIZONA, INC.

401k plan membership statisitcs for 403(B) THRIFT PLAN OF CHOICES NETWORK OF ARIZONA, INC.

Measure Date Value
2016: 403(B) THRIFT PLAN OF CHOICES NETWORK OF ARIZONA, INC. 2016 401k membership
Total participants, beginning-of-year2016-07-01234
Total number of active participants reported on line 7a of the Form 55002016-07-010
Number of retired or separated participants receiving benefits2016-07-010
Number of other retired or separated participants entitled to future benefits2016-07-01234
Total of all active and inactive participants2016-07-01234
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-010
Total participants2016-07-01234
Number of participants with account balances2016-07-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-010
2015: 403(B) THRIFT PLAN OF CHOICES NETWORK OF ARIZONA, INC. 2015 401k membership
Total participants, beginning-of-year2015-07-01553
Total number of active participants reported on line 7a of the Form 55002015-07-01394
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-01129
Total of all active and inactive participants2015-07-01523
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-010
Total participants2015-07-01523
Number of participants with account balances2015-07-01234
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-010
2014: 403(B) THRIFT PLAN OF CHOICES NETWORK OF ARIZONA, INC. 2014 401k membership
Total participants, beginning-of-year2014-07-01534
Total number of active participants reported on line 7a of the Form 55002014-07-01473
Number of retired or separated participants receiving benefits2014-07-010
Number of other retired or separated participants entitled to future benefits2014-07-0147
Total of all active and inactive participants2014-07-01520
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-010
Total participants2014-07-01520
Number of participants with account balances2014-07-01281
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-015
2013: 403(B) THRIFT PLAN OF CHOICES NETWORK OF ARIZONA, INC. 2013 401k membership
Total participants, beginning-of-year2013-07-01471
Total number of active participants reported on line 7a of the Form 55002013-07-01421
Number of retired or separated participants receiving benefits2013-07-010
Number of other retired or separated participants entitled to future benefits2013-07-0150
Total of all active and inactive participants2013-07-01471
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-010
Total participants2013-07-01471
Number of participants with account balances2013-07-01187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-011
2012: 403(B) THRIFT PLAN OF CHOICES NETWORK OF ARIZONA, INC. 2012 401k membership
Total participants, beginning-of-year2012-07-01528
Total number of active participants reported on line 7a of the Form 55002012-07-01475
Number of retired or separated participants receiving benefits2012-07-010
Number of other retired or separated participants entitled to future benefits2012-07-01127
Total of all active and inactive participants2012-07-01602
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-010
Total participants2012-07-01602
Number of participants with account balances2012-07-01308
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-0111
2011: 403(B) THRIFT PLAN OF CHOICES NETWORK OF ARIZONA, INC. 2011 401k membership
Total participants, beginning-of-year2011-07-01523
Total number of active participants reported on line 7a of the Form 55002011-07-01391
Number of retired or separated participants receiving benefits2011-07-010
Number of other retired or separated participants entitled to future benefits2011-07-01122
Total of all active and inactive participants2011-07-01513
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-010
Total participants2011-07-01513
Number of participants with account balances2011-07-01309
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-0118
2010: 403(B) THRIFT PLAN OF CHOICES NETWORK OF ARIZONA, INC. 2010 401k membership
Total participants, beginning-of-year2010-07-01329
Total number of active participants reported on line 7a of the Form 55002010-07-01290
Number of retired or separated participants receiving benefits2010-07-010
Number of other retired or separated participants entitled to future benefits2010-07-0120
Total of all active and inactive participants2010-07-01310
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-07-010
Total participants2010-07-01310
Number of participants with account balances2010-07-01310
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-07-018
2009: 403(B) THRIFT PLAN OF CHOICES NETWORK OF ARIZONA, INC. 2009 401k membership
Total participants, beginning-of-year2009-07-01188
Total number of active participants reported on line 7a of the Form 55002009-07-01325
Number of retired or separated participants receiving benefits2009-07-010
Number of other retired or separated participants entitled to future benefits2009-07-014
Total of all active and inactive participants2009-07-01329
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-010
Total participants2009-07-01329
Number of participants with account balances2009-07-01329
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-0110

Financial Data on 403(B) THRIFT PLAN OF CHOICES NETWORK OF ARIZONA, INC.

Measure Date Value
2017 : 403(B) THRIFT PLAN OF CHOICES NETWORK OF ARIZONA, INC. 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total income from all sources (including contributions)2017-06-30$55,083
Total loss/gain on sale of assets2017-06-30$0
Total of all expenses incurred2017-06-30$2,094,242
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$2,080,088
Expenses. Certain deemed distributions of participant loans2017-06-30$-703
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$0
Value of total assets at end of year2017-06-30$6,871
Value of total assets at beginning of year2017-06-30$2,046,030
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$14,857
Total interest from all sources2017-06-30$5,069
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$24,551
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2017-06-30$0
Total dividends received from registered investment company shares (eg mutual funds)2017-06-30$24,551
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$500,000
If this is an individual account plan, was there a blackout period2017-06-30No
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Participant contributions at end of year2017-06-30$0
Participant contributions at beginning of year2017-06-30$17,502
Assets. Other investments not covered elsewhere at end of year2017-06-30$0
Assets. Other investments not covered elsewhere at beginning of year2017-06-30$149
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$-2,039,159
Value of net assets at end of year (total assets less liabilities)2017-06-30$6,871
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$2,046,030
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-06-30$6,467
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$1,478,531
Interest on participant loans2017-06-30$214
Interest earned on other investments2017-06-30$4,855
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-06-30$404
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-06-30$549,848
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-06-30$25,463
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30No
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$2,080,088
Contract administrator fees2017-06-30$14,857
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30Yes
Opinion of an independent qualified public accountant for this plan2017-06-30Disclaimer
Accountancy firm name2017-06-30MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN2017-06-30431947695
2016 : 403(B) THRIFT PLAN OF CHOICES NETWORK OF ARIZONA, INC. 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total income from all sources (including contributions)2016-06-30$52,733
Total loss/gain on sale of assets2016-06-30$0
Total of all expenses incurred2016-06-30$1,767,878
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$1,756,837
Expenses. Certain deemed distributions of participant loans2016-06-30$1,225
Value of total corrective distributions2016-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$63,304
Value of total assets at end of year2016-06-30$2,046,030
Value of total assets at beginning of year2016-06-30$3,761,175
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$9,816
Total interest from all sources2016-06-30$14,924
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$70,546
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2016-06-30$0
Total dividends received from registered investment company shares (eg mutual funds)2016-06-30$70,546
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$500,000
If this is an individual account plan, was there a blackout period2016-06-30No
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Contributions received from participants2016-06-30$51,263
Participant contributions at end of year2016-06-30$17,502
Participant contributions at beginning of year2016-06-30$28,313
Assets. Other investments not covered elsewhere at end of year2016-06-30$149
Assets. Other investments not covered elsewhere at beginning of year2016-06-30$1,411
Income. Received or receivable in cash from other sources (including rollovers)2016-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$-1,715,145
Value of net assets at end of year (total assets less liabilities)2016-06-30$2,046,030
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$3,761,175
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$1,478,531
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$2,512,518
Interest on participant loans2016-06-30$939
Interest earned on other investments2016-06-30$13,985
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-06-30$549,848
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-06-30$1,218,933
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-06-30$-96,041
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30No
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$12,041
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$1,756,837
Contract administrator fees2016-06-30$9,816
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30Yes
Opinion of an independent qualified public accountant for this plan2016-06-30Disclaimer
Accountancy firm name2016-06-30MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN2016-06-30431947695
2015 : 403(B) THRIFT PLAN OF CHOICES NETWORK OF ARIZONA, INC. 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total income from all sources (including contributions)2015-06-30$639,115
Total loss/gain on sale of assets2015-06-30$0
Total of all expenses incurred2015-06-30$451,251
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$426,372
Expenses. Certain deemed distributions of participant loans2015-06-30$12,478
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$568,876
Value of total assets at end of year2015-06-30$3,761,175
Value of total assets at beginning of year2015-06-30$3,573,311
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$12,401
Total interest from all sources2015-06-30$28,064
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$93,916
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2015-06-30$93,916
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$500,000
If this is an individual account plan, was there a blackout period2015-06-30No
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Contributions received from participants2015-06-30$512,864
Participant contributions at end of year2015-06-30$28,313
Participant contributions at beginning of year2015-06-30$31,562
Assets. Other investments not covered elsewhere at end of year2015-06-30$1,411
Assets. Other investments not covered elsewhere at beginning of year2015-06-30$500
Income. Received or receivable in cash from other sources (including rollovers)2015-06-30$0
Administrative expenses (other) incurred2015-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$187,864
Value of net assets at end of year (total assets less liabilities)2015-06-30$3,761,175
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$3,573,311
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-06-30$2,512,518
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$2,292,918
Interest on participant loans2015-06-30$1,057
Interest earned on other investments2015-06-30$27,007
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-06-30$1,218,933
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-06-30$1,248,331
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-06-30$-51,741
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30No
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$56,012
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$426,372
Contract administrator fees2015-06-30$12,401
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30Yes
Opinion of an independent qualified public accountant for this plan2015-06-30Disclaimer
Accountancy firm name2015-06-30MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN2015-06-30431947695
2014 : 403(B) THRIFT PLAN OF CHOICES NETWORK OF ARIZONA, INC. 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total income from all sources (including contributions)2014-06-30$989,407
Total loss/gain on sale of assets2014-06-30$0
Total of all expenses incurred2014-06-30$712,449
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$709,323
Expenses. Certain deemed distributions of participant loans2014-06-30$-8,682
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$612,321
Value of total assets at end of year2014-06-30$3,573,311
Value of total assets at beginning of year2014-06-30$3,296,353
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$11,808
Total interest from all sources2014-06-30$31,462
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$84,853
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2014-06-30$84,853
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$500,000
If this is an individual account plan, was there a blackout period2014-06-30No
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Contributions received from participants2014-06-30$531,634
Participant contributions at end of year2014-06-30$31,562
Participant contributions at beginning of year2014-06-30$28,444
Assets. Other investments not covered elsewhere at end of year2014-06-30$500
Assets. Other investments not covered elsewhere at beginning of year2014-06-30$139
Income. Received or receivable in cash from other sources (including rollovers)2014-06-30$16,986
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$276,958
Value of net assets at end of year (total assets less liabilities)2014-06-30$3,573,311
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$3,296,353
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-06-30$2,292,918
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$1,974,713
Interest on participant loans2014-06-30$3,003
Interest earned on other investments2014-06-30$28,459
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-06-30$1,248,331
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-06-30$1,293,057
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-06-30$260,771
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30No
Was there a failure to transmit to the plan any participant contributions2014-06-30Yes
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Contributions received in cash from employer2014-06-30$63,701
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$709,323
Contract administrator fees2014-06-30$11,808
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-06-30No
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30Yes
Opinion of an independent qualified public accountant for this plan2014-06-30Disclaimer
Accountancy firm name2014-06-30MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN2014-06-30431947695
2013 : 403(B) THRIFT PLAN OF CHOICES NETWORK OF ARIZONA, INC. 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total income from all sources (including contributions)2013-06-30$855,954
Total loss/gain on sale of assets2013-06-30$0
Total of all expenses incurred2013-06-30$153,961
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$109,169
Expenses. Certain deemed distributions of participant loans2013-06-30$36,444
Value of total corrective distributions2013-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$628,430
Value of total assets at end of year2013-06-30$3,296,353
Value of total assets at beginning of year2013-06-30$2,594,360
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$8,348
Total interest from all sources2013-06-30$30,675
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$45,526
Total dividends received from registered investment company shares (eg mutual funds)2013-06-30$45,526
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$500,000
If this is an individual account plan, was there a blackout period2013-06-30No
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Contributions received from participants2013-06-30$555,207
Participant contributions at end of year2013-06-30$28,444
Participant contributions at beginning of year2013-06-30$62,903
Participant contributions at beginning of year2013-06-30$20,659
Assets. Other investments not covered elsewhere at end of year2013-06-30$139
Assets. Other investments not covered elsewhere at beginning of year2013-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2013-06-30$11,603
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$701,993
Value of net assets at end of year (total assets less liabilities)2013-06-30$3,296,353
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$2,594,360
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-06-30$1,974,713
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-06-30$1,325,702
Interest on participant loans2013-06-30$1,647
Interest earned on other investments2013-06-30$29,028
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-06-30$1,293,057
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-06-30$1,183,643
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-06-30$151,323
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30No
Was there a failure to transmit to the plan any participant contributions2013-06-30Yes
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$61,620
Employer contributions (assets) at beginning of year2013-06-30$1,453
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$109,169
Contract administrator fees2013-06-30$8,348
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-06-30No
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30Yes
Opinion of an independent qualified public accountant for this plan2013-06-30Disclaimer
Accountancy firm name2013-06-30EIDE BAILLY LLP
Accountancy firm EIN2013-06-30450250958
2012 : 403(B) THRIFT PLAN OF CHOICES NETWORK OF ARIZONA, INC. 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total income from all sources (including contributions)2012-06-30$711,409
Total loss/gain on sale of assets2012-06-30$0
Total of all expenses incurred2012-06-30$306,465
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$305,402
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$673,482
Value of total assets at end of year2012-06-30$2,594,360
Value of total assets at beginning of year2012-06-30$2,189,416
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$1,063
Total interest from all sources2012-06-30$28,953
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$6,717
Total dividends received from registered investment company shares (eg mutual funds)2012-06-30$6,717
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$500,000
If this is an individual account plan, was there a blackout period2012-06-30No
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Contributions received from participants2012-06-30$571,622
Participant contributions at end of year2012-06-30$62,903
Participant contributions at beginning of year2012-06-30$55,037
Participant contributions at end of year2012-06-30$20,659
Assets. Other investments not covered elsewhere at end of year2012-06-30$0
Assets. Other investments not covered elsewhere at beginning of year2012-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2012-06-30$38,936
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$404,944
Value of net assets at end of year (total assets less liabilities)2012-06-30$2,594,360
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$2,189,416
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-06-30$1,325,702
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-06-30$1,093,027
Interest on participant loans2012-06-30$2,880
Interest earned on other investments2012-06-30$26,073
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-06-30$1,183,643
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-06-30$1,041,352
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-06-30$-29,056
Net investment gain/loss from pooled separate accounts2012-06-30$31,313
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30No
Was there a failure to transmit to the plan any participant contributions2012-06-30Yes
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$62,924
Employer contributions (assets) at end of year2012-06-30$1,453
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$305,402
Contract administrator fees2012-06-30$1,063
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-06-30No
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30Yes
Opinion of an independent qualified public accountant for this plan2012-06-30Disclaimer
Accountancy firm name2012-06-30EIDE BAILLY LLP
Accountancy firm EIN2012-06-30450250958
2011 : 403(B) THRIFT PLAN OF CHOICES NETWORK OF ARIZONA, INC. 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total income from all sources (including contributions)2011-06-30$913,939
Total loss/gain on sale of assets2011-06-30$0
Total of all expenses incurred2011-06-30$266,843
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$265,651
Expenses. Certain deemed distributions of participant loans2011-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$707,499
Value of total assets at end of year2011-06-30$2,189,416
Value of total assets at beginning of year2011-06-30$1,542,320
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$1,192
Total interest from all sources2011-06-30$21,071
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Was this plan covered by a fidelity bond2011-06-30No
If this is an individual account plan, was there a blackout period2011-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-06-30$0
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Contributions received from participants2011-06-30$533,682
Participant contributions at end of year2011-06-30$55,037
Participant contributions at beginning of year2011-06-30$2,312
Income. Received or receivable in cash from other sources (including rollovers)2011-06-30$113,948
Other income not declared elsewhere2011-06-30$0
Administrative expenses (other) incurred2011-06-30$1,192
Total non interest bearing cash at beginning of year2011-06-30$3,449
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$647,096
Value of net assets at end of year (total assets less liabilities)2011-06-30$2,189,416
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$1,542,320
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-06-30$1,093,027
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-06-30$790,489
Interest on participant loans2011-06-30$1,504
Interest earned on other investments2011-06-30$19,567
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-06-30$1,041,352
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-06-30$746,070
Expenses. Payments to insurance carriers foe the provision of benefits2011-06-30$0
Net investment gain/loss from pooled separate accounts2011-06-30$185,369
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30No
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$59,869
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$265,651
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30Yes
Opinion of an independent qualified public accountant for this plan2011-06-30Disclaimer
Accountancy firm name2011-06-30MILLER, ALLEN & CO., P.C.
Accountancy firm EIN2011-06-30860340489
2010 : 403(B) THRIFT PLAN OF CHOICES NETWORK OF ARIZONA, INC. 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-06-30$0

Form 5500 Responses for 403(B) THRIFT PLAN OF CHOICES NETWORK OF ARIZONA, INC.

2016: 403(B) THRIFT PLAN OF CHOICES NETWORK OF ARIZONA, INC. 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement – InsuranceYes
2016-07-01Plan benefit arrangement - TrustYes
2015: 403(B) THRIFT PLAN OF CHOICES NETWORK OF ARIZONA, INC. 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement – InsuranceYes
2015-07-01Plan benefit arrangement - TrustYes
2014: 403(B) THRIFT PLAN OF CHOICES NETWORK OF ARIZONA, INC. 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement – InsuranceYes
2014-07-01Plan benefit arrangement - TrustYes
2013: 403(B) THRIFT PLAN OF CHOICES NETWORK OF ARIZONA, INC. 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement – InsuranceYes
2013-07-01Plan benefit arrangement - TrustYes
2012: 403(B) THRIFT PLAN OF CHOICES NETWORK OF ARIZONA, INC. 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement – InsuranceYes
2012-07-01Plan benefit arrangement - TrustYes
2011: 403(B) THRIFT PLAN OF CHOICES NETWORK OF ARIZONA, INC. 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement – InsuranceYes
2011-07-01Plan benefit arrangement - TrustYes
2010: 403(B) THRIFT PLAN OF CHOICES NETWORK OF ARIZONA, INC. 2010 form 5500 responses
2010-07-01Type of plan entitySingle employer plan
2010-07-01Submission has been amendedNo
2010-07-01This submission is the final filingNo
2010-07-01This return/report is a short plan year return/report (less than 12 months)No
2010-07-01Plan is a collectively bargained planNo
2010-07-01Plan funding arrangement – InsuranceYes
2010-07-01Plan benefit arrangement – InsuranceYes
2009: 403(B) THRIFT PLAN OF CHOICES NETWORK OF ARIZONA, INC. 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedNo
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – InsuranceYes
2009-07-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number70354
Policy instance 1
Insurance contract or identification number70354
Number of Individuals Covered237
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number70354
Policy instance 1
Insurance contract or identification number70354
Number of Individuals Covered284
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number70354
Policy instance 1
Insurance contract or identification number70354
Number of Individuals Covered285
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number70354
Policy instance 1
Insurance contract or identification number70354
Number of Individuals Covered308
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit 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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number057519G
Policy instance 1
Insurance contract or identification number057519G
Number of Individuals Covered0
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $3,776
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number70354
Policy instance 2
Insurance contract or identification number70354
Number of Individuals Covered310
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit 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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number057519G
Policy instance 1
Insurance contract or identification number057519G
Number of Individuals Covered310
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,680
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

Potentially related plans

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

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

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

See full terms and conditions

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