THE ARC MORRIS COUNTY CHAPTER, NJ, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan THE ARC/MORRIS COUNTY CHAPTER, NJ, INC. FLEXIBLE BENEFITS PLAN
401k plan membership statisitcs for THE ARC/MORRIS COUNTY CHAPTER, NJ, INC. FLEXIBLE BENEFITS PLAN
Measure | Date | Value |
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2022 : THE ARC/MORRIS COUNTY CHAPTER, NJ, INC. FLEXIBLE BENEFITS PLAN 2022 401k financial data |
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Unrealized appreciation/depreciation of real estate assets | 2022-09-30 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2022-09-30 | $0 |
Total unrealized appreciation/depreciation of assets | 2022-09-30 | $0 |
Total transfer of assets to this plan | 2022-09-30 | $0 |
Total transfer of assets from this plan | 2022-09-30 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-09-30 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-09-30 | $0 |
Expenses. Interest paid | 2022-09-30 | $0 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2022-09-30 | $0 |
Total income from all sources (including contributions) | 2022-09-30 | $1,443,530 |
Total loss/gain on sale of assets | 2022-09-30 | $0 |
Total of all expenses incurred | 2022-09-30 | $1,443,174 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-09-30 | $1,443,050 |
Expenses. Certain deemed distributions of participant loans | 2022-09-30 | $0 |
Value of total corrective distributions | 2022-09-30 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-09-30 | $1,442,516 |
Value of total assets at end of year | 2022-09-30 | $677,940 |
Value of total assets at beginning of year | 2022-09-30 | $677,584 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-09-30 | $124 |
Total income from rents | 2022-09-30 | $0 |
Total interest from all sources | 2022-09-30 | $1,014 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-09-30 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-09-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-09-30 | $0 |
Assets. Real estate other than employer real property at end of year | 2022-09-30 | $0 |
Assets. Real estate other than employer real property at beginning of year | 2022-09-30 | $0 |
Administrative expenses professional fees incurred | 2022-09-30 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2022-09-30 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2022-09-30 | $0 |
Was this plan covered by a fidelity bond | 2022-09-30 | Yes |
Value of fidelity bond cover | 2022-09-30 | $500,000 |
Were there any nonexempt tranactions with any party-in-interest | 2022-09-30 | No |
Contributions received from participants | 2022-09-30 | $0 |
Participant contributions at end of year | 2022-09-30 | $0 |
Participant contributions at beginning of year | 2022-09-30 | $0 |
Participant contributions at end of year | 2022-09-30 | $0 |
Participant contributions at beginning of year | 2022-09-30 | $0 |
Assets. Other investments not covered elsewhere at end of year | 2022-09-30 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2022-09-30 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-09-30 | $0 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2022-09-30 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-09-30 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-09-30 | $0 |
Assets. Loans (other than to participants) at end of year | 2022-09-30 | $0 |
Assets. Loans (other than to participants) at beginning of year | 2022-09-30 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2022-09-30 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2022-09-30 | $0 |
Other income not declared elsewhere | 2022-09-30 | $0 |
Administrative expenses (other) incurred | 2022-09-30 | $124 |
Liabilities. Value of operating payables at end of year | 2022-09-30 | $0 |
Liabilities. Value of operating payables at beginning of year | 2022-09-30 | $0 |
Total non interest bearing cash at end of year | 2022-09-30 | $0 |
Total non interest bearing cash at beginning of year | 2022-09-30 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-09-30 | No |
Income. Non cash contributions | 2022-09-30 | $0 |
Value of net income/loss | 2022-09-30 | $356 |
Value of net assets at end of year (total assets less liabilities) | 2022-09-30 | $677,940 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-09-30 | $677,584 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-09-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-09-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-09-30 | No |
Assets. partnership/joint venture interests at end of year | 2022-09-30 | $0 |
Assets. partnership/joint venture interests at beginning of year | 2022-09-30 | $0 |
Investment advisory and management fees | 2022-09-30 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-09-30 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-09-30 | $0 |
Value of interest in pooled separate accounts at end of year | 2022-09-30 | $0 |
Value of interest in pooled separate accounts at beginning of year | 2022-09-30 | $0 |
Interest on participant loans | 2022-09-30 | $0 |
Income. Interest from loans (other than to participants) | 2022-09-30 | $0 |
Income. Interest from US Government securities | 2022-09-30 | $0 |
Income. Interest from corporate debt instruments | 2022-09-30 | $0 |
Value of interest in master investment trust accounts at end of year | 2022-09-30 | $0 |
Value of interest in master investment trust accounts at beginning of year | 2022-09-30 | $0 |
Value of interest in common/collective trusts at end of year | 2022-09-30 | $0 |
Value of interest in common/collective trusts at beginning of year | 2022-09-30 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-09-30 | $677,940 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-09-30 | $677,584 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-09-30 | $677,584 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-09-30 | $1,014 |
Assets. Value of investments in 103.12 investment entities at end of year | 2022-09-30 | $0 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2022-09-30 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-09-30 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-09-30 | $0 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2022-09-30 | $1,442,810 |
Asset value of US Government securities at end of year | 2022-09-30 | $0 |
Asset value of US Government securities at beginning of year | 2022-09-30 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-09-30 | $0 |
Net investment gain/loss from pooled separate accounts | 2022-09-30 | $0 |
Net investment gain or loss from common/collective trusts | 2022-09-30 | $0 |
Net gain/loss from 103.12 investment entities | 2022-09-30 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-09-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-09-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-09-30 | No |
Assets. Invements in employer securities at end of year | 2022-09-30 | $0 |
Assets. Invements in employer securities at beginning of year | 2022-09-30 | $0 |
Assets. Value of employer real property at end of year | 2022-09-30 | $0 |
Assets. Value of employer real property at beginning of year | 2022-09-30 | $0 |
Contributions received in cash from employer | 2022-09-30 | $1,442,516 |
Employer contributions (assets) at end of year | 2022-09-30 | $0 |
Employer contributions (assets) at beginning of year | 2022-09-30 | $0 |
Income. Dividends from preferred stock | 2022-09-30 | $0 |
Income. Dividends from common stock | 2022-09-30 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-09-30 | $240 |
Asset. Corporate debt instrument preferred debt at end of year | 2022-09-30 | $0 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2022-09-30 | $0 |
Asset. Corporate debt instrument debt (other) at end of year | 2022-09-30 | $0 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2022-09-30 | $0 |
Contract administrator fees | 2022-09-30 | $0 |
Assets. Corporate common stocks other than exployer securities at end of year | 2022-09-30 | $0 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2022-09-30 | $0 |
Liabilities. Value of benefit claims payable at end of year | 2022-09-30 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2022-09-30 | $0 |
Assets. Value of buildings and other operty used in plan operation at end of year | 2022-09-30 | $0 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2022-09-30 | $0 |
Did the plan have assets held for investment | 2022-09-30 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-09-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-09-30 | No |
Aggregate proceeds on sale of assets | 2022-09-30 | $0 |
Aggregate carrying amount (costs) on sale of assets | 2022-09-30 | $0 |
Liabilities. Value of acquisition indebtedness at end of year | 2022-09-30 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2022-09-30 | $0 |
Opinion of an independent qualified public accountant for this plan | 2022-09-30 | Unqualified |
Accountancy firm name | 2022-09-30 | MCINTEE FUSARO DEL CORRAL, LLC |
Accountancy firm EIN | 2022-09-30 | 223849589 |
2021 : THE ARC/MORRIS COUNTY CHAPTER, NJ, INC. FLEXIBLE BENEFITS PLAN 2021 401k financial data |
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Unrealized appreciation/depreciation of real estate assets | 2021-09-30 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2021-09-30 | $0 |
Total unrealized appreciation/depreciation of assets | 2021-09-30 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-09-30 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-09-30 | $0 |
Expenses. Interest paid | 2021-09-30 | $0 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2021-09-30 | $0 |
Total income from all sources (including contributions) | 2021-09-30 | $1,240,693 |
Total loss/gain on sale of assets | 2021-09-30 | $0 |
Total of all expenses incurred | 2021-09-30 | $1,241,010 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-09-30 | $1,240,860 |
Expenses. Certain deemed distributions of participant loans | 2021-09-30 | $0 |
Value of total corrective distributions | 2021-09-30 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-09-30 | $1,240,660 |
Value of total assets at end of year | 2021-09-30 | $677,584 |
Value of total assets at beginning of year | 2021-09-30 | $677,901 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-09-30 | $150 |
Total income from rents | 2021-09-30 | $0 |
Total interest from all sources | 2021-09-30 | $33 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-09-30 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-09-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-09-30 | $0 |
Assets. Real estate other than employer real property at end of year | 2021-09-30 | $0 |
Assets. Real estate other than employer real property at beginning of year | 2021-09-30 | $0 |
Administrative expenses professional fees incurred | 2021-09-30 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2021-09-30 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2021-09-30 | $0 |
Was this plan covered by a fidelity bond | 2021-09-30 | No |
If this is an individual account plan, was there a blackout period | 2021-09-30 | No |
Were there any nonexempt tranactions with any party-in-interest | 2021-09-30 | No |
Contributions received from participants | 2021-09-30 | $0 |
Participant contributions at end of year | 2021-09-30 | $0 |
Participant contributions at beginning of year | 2021-09-30 | $0 |
Participant contributions at end of year | 2021-09-30 | $0 |
Participant contributions at beginning of year | 2021-09-30 | $0 |
Assets. Other investments not covered elsewhere at end of year | 2021-09-30 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2021-09-30 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-09-30 | $0 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2021-09-30 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-09-30 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-09-30 | $0 |
Assets. Loans (other than to participants) at end of year | 2021-09-30 | $0 |
Assets. Loans (other than to participants) at beginning of year | 2021-09-30 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2021-09-30 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2021-09-30 | $0 |
Other income not declared elsewhere | 2021-09-30 | $0 |
Administrative expenses (other) incurred | 2021-09-30 | $150 |
Liabilities. Value of operating payables at end of year | 2021-09-30 | $0 |
Liabilities. Value of operating payables at beginning of year | 2021-09-30 | $0 |
Total non interest bearing cash at end of year | 2021-09-30 | $0 |
Total non interest bearing cash at beginning of year | 2021-09-30 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-09-30 | No |
Income. Non cash contributions | 2021-09-30 | $0 |
Value of net income/loss | 2021-09-30 | $-317 |
Value of net assets at end of year (total assets less liabilities) | 2021-09-30 | $677,584 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-09-30 | $677,901 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-09-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-09-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-09-30 | No |
Assets. partnership/joint venture interests at end of year | 2021-09-30 | $0 |
Assets. partnership/joint venture interests at beginning of year | 2021-09-30 | $0 |
Investment advisory and management fees | 2021-09-30 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-09-30 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-09-30 | $0 |
Value of interest in pooled separate accounts at end of year | 2021-09-30 | $0 |
Value of interest in pooled separate accounts at beginning of year | 2021-09-30 | $0 |
Interest on participant loans | 2021-09-30 | $0 |
Income. Interest from loans (other than to participants) | 2021-09-30 | $0 |
Interest earned on other investments | 2021-09-30 | $0 |
Income. Interest from US Government securities | 2021-09-30 | $0 |
Income. Interest from corporate debt instruments | 2021-09-30 | $0 |
Value of interest in master investment trust accounts at end of year | 2021-09-30 | $0 |
Value of interest in master investment trust accounts at beginning of year | 2021-09-30 | $0 |
Value of interest in common/collective trusts at end of year | 2021-09-30 | $0 |
Value of interest in common/collective trusts at beginning of year | 2021-09-30 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-09-30 | $677,584 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-09-30 | $677,901 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-09-30 | $677,901 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2021-09-30 | $33 |
Assets. Value of investments in 103.12 investment entities at end of year | 2021-09-30 | $0 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2021-09-30 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-09-30 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-09-30 | $0 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2021-09-30 | $1,239,585 |
Asset value of US Government securities at end of year | 2021-09-30 | $0 |
Asset value of US Government securities at beginning of year | 2021-09-30 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-09-30 | $0 |
Net investment gain/loss from pooled separate accounts | 2021-09-30 | $0 |
Net investment gain or loss from common/collective trusts | 2021-09-30 | $0 |
Net gain/loss from 103.12 investment entities | 2021-09-30 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-09-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-09-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-09-30 | No |
Assets. Invements in employer securities at end of year | 2021-09-30 | $0 |
Assets. Invements in employer securities at beginning of year | 2021-09-30 | $0 |
Assets. Value of employer real property at end of year | 2021-09-30 | $0 |
Assets. Value of employer real property at beginning of year | 2021-09-30 | $0 |
Contributions received in cash from employer | 2021-09-30 | $1,240,660 |
Employer contributions (assets) at end of year | 2021-09-30 | $0 |
Employer contributions (assets) at beginning of year | 2021-09-30 | $0 |
Income. Dividends from preferred stock | 2021-09-30 | $0 |
Income. Dividends from common stock | 2021-09-30 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-09-30 | $1,275 |
Asset. Corporate debt instrument preferred debt at end of year | 2021-09-30 | $0 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2021-09-30 | $0 |
Asset. Corporate debt instrument debt (other) at end of year | 2021-09-30 | $0 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2021-09-30 | $0 |
Contract administrator fees | 2021-09-30 | $0 |
Assets. Corporate common stocks other than exployer securities at end of year | 2021-09-30 | $0 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2021-09-30 | $0 |
Liabilities. Value of benefit claims payable at end of year | 2021-09-30 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2021-09-30 | $0 |
Assets. Value of buildings and other operty used in plan operation at end of year | 2021-09-30 | $0 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2021-09-30 | $0 |
Did the plan have assets held for investment | 2021-09-30 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-09-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-09-30 | No |
Aggregate proceeds on sale of assets | 2021-09-30 | $0 |
Aggregate carrying amount (costs) on sale of assets | 2021-09-30 | $0 |
Liabilities. Value of acquisition indebtedness at end of year | 2021-09-30 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2021-09-30 | $0 |
Opinion of an independent qualified public accountant for this plan | 2021-09-30 | Unqualified |
Accountancy firm name | 2021-09-30 | MCINTEE FUSARO DEL CORRAL, LLC |
Accountancy firm EIN | 2021-09-30 | 223849589 |
2020 : THE ARC/MORRIS COUNTY CHAPTER, NJ, INC. FLEXIBLE BENEFITS PLAN 2020 401k financial data |
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Total income from all sources (including contributions) | 2020-09-30 | $1,206,178 |
Total of all expenses incurred | 2020-09-30 | $1,203,969 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-09-30 | $1,203,819 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-09-30 | $1,204,329 |
Value of total assets at end of year | 2020-09-30 | $677,901 |
Value of total assets at beginning of year | 2020-09-30 | $675,692 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-09-30 | $150 |
Total interest from all sources | 2020-09-30 | $1,849 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-09-30 | No |
Was this plan covered by a fidelity bond | 2020-09-30 | No |
If this is an individual account plan, was there a blackout period | 2020-09-30 | No |
Were there any nonexempt tranactions with any party-in-interest | 2020-09-30 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-09-30 | No |
Value of net income/loss | 2020-09-30 | $2,209 |
Value of net assets at end of year (total assets less liabilities) | 2020-09-30 | $677,901 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-09-30 | $675,692 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-09-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-09-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-09-30 | No |
Investment advisory and management fees | 2020-09-30 | $150 |
Value of interest in pooled separate accounts at end of year | 2020-09-30 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-09-30 | $677,901 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-09-30 | $675,692 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-09-30 | $675,692 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-09-30 | $1,849 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2020-09-30 | $1,201,869 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-09-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-09-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-09-30 | No |
Contributions received in cash from employer | 2020-09-30 | $1,204,329 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-09-30 | $1,950 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2020-09-30 | No |
Did the plan have assets held for investment | 2020-09-30 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-09-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-09-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2020-09-30 | No |
Opinion of an independent qualified public accountant for this plan | 2020-09-30 | Unqualified |
Accountancy firm name | 2020-09-30 | MCINTEE FUSARO DEL CORRAL, LLC |
Accountancy firm EIN | 2020-09-30 | 223849589 |
2019 : THE ARC/MORRIS COUNTY CHAPTER, NJ, INC. FLEXIBLE BENEFITS PLAN 2019 401k financial data |
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Total income from all sources (including contributions) | 2019-09-30 | $1,398,264 |
Total of all expenses incurred | 2019-09-30 | $1,393,773 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-09-30 | $1,393,623 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-09-30 | $1,393,623 |
Value of total assets at end of year | 2019-09-30 | $675,692 |
Value of total assets at beginning of year | 2019-09-30 | $671,201 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-09-30 | $150 |
Total interest from all sources | 2019-09-30 | $4,641 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-09-30 | No |
Was this plan covered by a fidelity bond | 2019-09-30 | No |
If this is an individual account plan, was there a blackout period | 2019-09-30 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-09-30 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-09-30 | No |
Value of net income/loss | 2019-09-30 | $4,491 |
Value of net assets at end of year (total assets less liabilities) | 2019-09-30 | $675,692 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-09-30 | $671,201 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-09-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-09-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-09-30 | No |
Investment advisory and management fees | 2019-09-30 | $150 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-09-30 | $1,739 |
Value of interest in pooled separate accounts at end of year | 2019-09-30 | $0 |
Interest earned on other investments | 2019-09-30 | $-44 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-09-30 | $675,692 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-09-30 | $669,462 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-09-30 | $669,462 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-09-30 | $4,685 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2019-09-30 | $1,393,548 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-09-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-09-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-09-30 | No |
Contributions received in cash from employer | 2019-09-30 | $1,393,623 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-09-30 | $75 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2019-09-30 | No |
Did the plan have assets held for investment | 2019-09-30 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-09-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-09-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-09-30 | No |
Opinion of an independent qualified public accountant for this plan | 2019-09-30 | Unqualified |
Accountancy firm name | 2019-09-30 | MCINTEE FUSARO DEL CORRAL, LLC |
Accountancy firm EIN | 2019-09-30 | 223849589 |
2018 : THE ARC/MORRIS COUNTY CHAPTER, NJ, INC. FLEXIBLE BENEFITS PLAN 2018 401k financial data |
---|
Total income from all sources (including contributions) | 2018-09-30 | $1,348,900 |
Total of all expenses incurred | 2018-09-30 | $1,345,881 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-09-30 | $1,345,731 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-09-30 | $1,345,731 |
Value of total assets at end of year | 2018-09-30 | $671,201 |
Value of total assets at beginning of year | 2018-09-30 | $668,182 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-09-30 | $150 |
Total interest from all sources | 2018-09-30 | $3,169 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-09-30 | No |
Was this plan covered by a fidelity bond | 2018-09-30 | No |
If this is an individual account plan, was there a blackout period | 2018-09-30 | No |
Were there any nonexempt tranactions with any party-in-interest | 2018-09-30 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-09-30 | No |
Value of net income/loss | 2018-09-30 | $3,019 |
Value of net assets at end of year (total assets less liabilities) | 2018-09-30 | $671,201 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-09-30 | $668,182 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-09-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-09-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-09-30 | No |
Investment advisory and management fees | 2018-09-30 | $150 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-09-30 | $1,739 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-09-30 | $1,744 |
Interest earned on other investments | 2018-09-30 | $-5 |
Value of interest in common/collective trusts at end of year | 2018-09-30 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-09-30 | $669,462 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-09-30 | $666,438 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-09-30 | $666,438 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-09-30 | $3,174 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2018-09-30 | $1,345,347 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-09-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-09-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-09-30 | No |
Contributions received in cash from employer | 2018-09-30 | $1,345,731 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-09-30 | $384 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2018-09-30 | No |
Did the plan have assets held for investment | 2018-09-30 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-09-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-09-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-09-30 | No |
Opinion of an independent qualified public accountant for this plan | 2018-09-30 | Unqualified |
Accountancy firm name | 2018-09-30 | MCINTEE FUSARO DEL CORRAL, LLC |
Accountancy firm EIN | 2018-09-30 | 223849589 |
2017 : THE ARC/MORRIS COUNTY CHAPTER, NJ, INC. FLEXIBLE BENEFITS PLAN 2017 401k financial data |
---|
Total income from all sources (including contributions) | 2017-09-30 | $1,303,186 |
Total of all expenses incurred | 2017-09-30 | $1,302,462 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-09-30 | $1,302,312 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-09-30 | $1,302,312 |
Value of total assets at end of year | 2017-09-30 | $668,182 |
Value of total assets at beginning of year | 2017-09-30 | $667,458 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-09-30 | $150 |
Total interest from all sources | 2017-09-30 | $874 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-09-30 | No |
Was this plan covered by a fidelity bond | 2017-09-30 | No |
If this is an individual account plan, was there a blackout period | 2017-09-30 | No |
Were there any nonexempt tranactions with any party-in-interest | 2017-09-30 | No |
Contributions received from participants | 2017-09-30 | $8,962 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-09-30 | No |
Value of net income/loss | 2017-09-30 | $724 |
Value of net assets at end of year (total assets less liabilities) | 2017-09-30 | $668,182 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-09-30 | $667,458 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-09-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-09-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-09-30 | No |
Investment advisory and management fees | 2017-09-30 | $150 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-09-30 | $1,744 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-09-30 | $1,735 |
Interest earned on other investments | 2017-09-30 | $9 |
Value of interest in common/collective trusts at end of year | 2017-09-30 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-09-30 | $666,438 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-09-30 | $665,723 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-09-30 | $665,723 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-09-30 | $865 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2017-09-30 | $1,301,736 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-09-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-09-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-09-30 | No |
Contributions received in cash from employer | 2017-09-30 | $1,293,350 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-09-30 | $576 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2017-09-30 | No |
Did the plan have assets held for investment | 2017-09-30 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-09-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-09-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-09-30 | No |
Opinion of an independent qualified public accountant for this plan | 2017-09-30 | Unqualified |
Accountancy firm name | 2017-09-30 | MCINTEE FUSARO DEL CORRAL, LLC |
Accountancy firm EIN | 2017-09-30 | 223849589 |
2016 : THE ARC/MORRIS COUNTY CHAPTER, NJ, INC. FLEXIBLE BENEFITS PLAN 2016 401k financial data |
---|
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-09-30 | $160 |
Total income from all sources (including contributions) | 2016-09-30 | $1,287,213 |
Total of all expenses incurred | 2016-09-30 | $1,286,856 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-09-30 | $1,286,706 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-09-30 | $1,286,866 |
Value of total assets at end of year | 2016-09-30 | $667,458 |
Value of total assets at beginning of year | 2016-09-30 | $667,261 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-09-30 | $150 |
Total interest from all sources | 2016-09-30 | $347 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-09-30 | No |
Was this plan covered by a fidelity bond | 2016-09-30 | No |
If this is an individual account plan, was there a blackout period | 2016-09-30 | No |
Were there any nonexempt tranactions with any party-in-interest | 2016-09-30 | No |
Contributions received from participants | 2016-09-30 | $17,226 |
Liabilities. Value of operating payables at beginning of year | 2016-09-30 | $160 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-09-30 | No |
Value of net income/loss | 2016-09-30 | $357 |
Value of net assets at end of year (total assets less liabilities) | 2016-09-30 | $667,458 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-09-30 | $667,101 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-09-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-09-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-09-30 | No |
Investment advisory and management fees | 2016-09-30 | $150 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-09-30 | $1,735 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-09-30 | $1,729 |
Interest earned on other investments | 2016-09-30 | $7 |
Value of interest in common/collective trusts at end of year | 2016-09-30 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-09-30 | $665,723 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-09-30 | $665,532 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-09-30 | $665,532 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2016-09-30 | $340 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2016-09-30 | $1,286,066 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-09-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-09-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-09-30 | No |
Contributions received in cash from employer | 2016-09-30 | $1,269,640 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-09-30 | $640 |
Did the plan have assets held for investment | 2016-09-30 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-09-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-09-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-09-30 | No |
Opinion of an independent qualified public accountant for this plan | 2016-09-30 | Unqualified |
Accountancy firm name | 2016-09-30 | MCINTEE FUSARO DEL CORRAL, LLC |
Accountancy firm EIN | 2016-09-30 | 223849589 |
2015 : THE ARC/MORRIS COUNTY CHAPTER, NJ, INC. FLEXIBLE BENEFITS PLAN 2015 401k financial data |
---|
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-09-30 | $160 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-09-30 | $340 |
Total income from all sources (including contributions) | 2015-09-30 | $1,303,049 |
Total of all expenses incurred | 2015-09-30 | $1,302,673 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-09-30 | $1,302,523 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-09-30 | $1,302,703 |
Value of total assets at end of year | 2015-09-30 | $667,261 |
Value of total assets at beginning of year | 2015-09-30 | $667,065 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-09-30 | $150 |
Total interest from all sources | 2015-09-30 | $346 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-09-30 | No |
Was this plan covered by a fidelity bond | 2015-09-30 | No |
If this is an individual account plan, was there a blackout period | 2015-09-30 | No |
Were there any nonexempt tranactions with any party-in-interest | 2015-09-30 | No |
Contributions received from participants | 2015-09-30 | $35,802 |
Liabilities. Value of operating payables at end of year | 2015-09-30 | $160 |
Liabilities. Value of operating payables at beginning of year | 2015-09-30 | $340 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-09-30 | No |
Value of net income/loss | 2015-09-30 | $376 |
Value of net assets at end of year (total assets less liabilities) | 2015-09-30 | $667,101 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-09-30 | $666,725 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-09-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-09-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-09-30 | No |
Investment advisory and management fees | 2015-09-30 | $150 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-09-30 | $1,729 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-09-30 | $1,768 |
Interest earned on other investments | 2015-09-30 | $-39 |
Value of interest in common/collective trusts at end of year | 2015-09-30 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-09-30 | $665,532 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-09-30 | $665,297 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-09-30 | $665,297 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2015-09-30 | $385 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2015-09-30 | $1,297,666 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-09-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-09-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-09-30 | No |
Contributions received in cash from employer | 2015-09-30 | $1,266,901 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-09-30 | $4,857 |
Did the plan have assets held for investment | 2015-09-30 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-09-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-09-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-09-30 | No |
Opinion of an independent qualified public accountant for this plan | 2015-09-30 | Unqualified |
Accountancy firm name | 2015-09-30 | MCINTEE FUSARO DEL CORRAL, LLC |
Accountancy firm EIN | 2015-09-30 | 223849589 |
2014 : THE ARC/MORRIS COUNTY CHAPTER, NJ, INC. FLEXIBLE BENEFITS PLAN 2014 401k financial data |
---|
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-09-30 | $340 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-09-30 | $384 |
Total income from all sources (including contributions) | 2014-09-30 | $1,044,886 |
Total of all expenses incurred | 2014-09-30 | $1,044,163 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-09-30 | $1,044,013 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-09-30 | $1,044,057 |
Value of total assets at end of year | 2014-09-30 | $667,065 |
Value of total assets at beginning of year | 2014-09-30 | $666,386 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-09-30 | $150 |
Total interest from all sources | 2014-09-30 | $829 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-09-30 | No |
Was this plan covered by a fidelity bond | 2014-09-30 | No |
If this is an individual account plan, was there a blackout period | 2014-09-30 | No |
Were there any nonexempt tranactions with any party-in-interest | 2014-09-30 | No |
Liabilities. Value of operating payables at end of year | 2014-09-30 | $340 |
Liabilities. Value of operating payables at beginning of year | 2014-09-30 | $384 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-09-30 | No |
Value of net income/loss | 2014-09-30 | $723 |
Value of net assets at end of year (total assets less liabilities) | 2014-09-30 | $666,725 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-09-30 | $666,002 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-09-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-09-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-09-30 | No |
Investment advisory and management fees | 2014-09-30 | $150 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-09-30 | $1,768 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-09-30 | $1,782 |
Interest earned on other investments | 2014-09-30 | $-14 |
Value of interest in common/collective trusts at end of year | 2014-09-30 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-09-30 | $665,297 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-09-30 | $664,604 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-09-30 | $664,604 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2014-09-30 | $843 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2014-09-30 | $1,038,564 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-09-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-09-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-09-30 | No |
Contributions received in cash from employer | 2014-09-30 | $1,044,057 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-09-30 | $5,449 |
Did the plan have assets held for investment | 2014-09-30 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-09-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-09-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-09-30 | No |
Opinion of an independent qualified public accountant for this plan | 2014-09-30 | Unqualified |
Accountancy firm name | 2014-09-30 | MCINTEE FUSARO DEL CORRAL, LLC |
Accountancy firm EIN | 2014-09-30 | 223849589 |
2013 : THE ARC/MORRIS COUNTY CHAPTER, NJ, INC. FLEXIBLE BENEFITS PLAN 2013 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2013-09-30 | $10 |
Total unrealized appreciation/depreciation of assets | 2013-09-30 | $10 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-09-30 | $384 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-09-30 | $384 |
Total income from all sources (including contributions) | 2013-09-30 | $901,218 |
Total of all expenses incurred | 2013-09-30 | $900,499 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-09-30 | $900,349 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-09-30 | $900,349 |
Value of total assets at end of year | 2013-09-30 | $666,386 |
Value of total assets at beginning of year | 2013-09-30 | $665,667 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-09-30 | $150 |
Total interest from all sources | 2013-09-30 | $859 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-09-30 | No |
Was this plan covered by a fidelity bond | 2013-09-30 | No |
Were there any nonexempt tranactions with any party-in-interest | 2013-09-30 | No |
Liabilities. Value of operating payables at end of year | 2013-09-30 | $384 |
Liabilities. Value of operating payables at beginning of year | 2013-09-30 | $384 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-09-30 | No |
Value of net income/loss | 2013-09-30 | $719 |
Value of net assets at end of year (total assets less liabilities) | 2013-09-30 | $666,002 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-09-30 | $665,283 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-09-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-09-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-09-30 | No |
Investment advisory and management fees | 2013-09-30 | $150 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-09-30 | $1,782 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-09-30 | $1,771 |
Value of interest in common/collective trusts at end of year | 2013-09-30 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-09-30 | $664,604 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-09-30 | $663,896 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-09-30 | $663,896 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-09-30 | $859 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2013-09-30 | $894,218 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-09-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-09-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-09-30 | No |
Contributions received in cash from employer | 2013-09-30 | $900,349 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-09-30 | $6,131 |
Did the plan have assets held for investment | 2013-09-30 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-09-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-09-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-09-30 | No |
Opinion of an independent qualified public accountant for this plan | 2013-09-30 | Unqualified |
Accountancy firm name | 2013-09-30 | MCINTEE FUSARO DEL CORRAL, LLC |
Accountancy firm EIN | 2013-09-30 | 223849589 |
2012 : THE ARC/MORRIS COUNTY CHAPTER, NJ, INC. FLEXIBLE BENEFITS PLAN 2012 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2012-09-30 | $10 |
Total unrealized appreciation/depreciation of assets | 2012-09-30 | $10 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-09-30 | $384 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-09-30 | $576 |
Total income from all sources (including contributions) | 2012-09-30 | $931,082 |
Total of all expenses incurred | 2012-09-30 | $929,993 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-09-30 | $929,693 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-09-30 | $929,885 |
Value of total assets at end of year | 2012-09-30 | $665,667 |
Value of total assets at beginning of year | 2012-09-30 | $664,770 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-09-30 | $300 |
Total interest from all sources | 2012-09-30 | $1,187 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-09-30 | No |
Was this plan covered by a fidelity bond | 2012-09-30 | No |
Were there any nonexempt tranactions with any party-in-interest | 2012-09-30 | No |
Liabilities. Value of operating payables at end of year | 2012-09-30 | $384 |
Liabilities. Value of operating payables at beginning of year | 2012-09-30 | $576 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-09-30 | No |
Value of net income/loss | 2012-09-30 | $1,089 |
Value of net assets at end of year (total assets less liabilities) | 2012-09-30 | $665,283 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-09-30 | $664,194 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-09-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-09-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-09-30 | No |
Investment advisory and management fees | 2012-09-30 | $300 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-09-30 | $1,771 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-09-30 | $1,679 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-09-30 | $663,896 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-09-30 | $663,091 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-09-30 | $663,091 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-09-30 | $1,187 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2012-09-30 | $924,377 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-09-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-09-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-09-30 | No |
Contributions received in cash from employer | 2012-09-30 | $929,885 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-09-30 | $5,316 |
Did the plan have assets held for investment | 2012-09-30 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-09-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-09-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-09-30 | No |
Opinion of an independent qualified public accountant for this plan | 2012-09-30 | Unqualified |
Accountancy firm name | 2012-09-30 | MCINTEE FUSARO DEL CORRAL, LLC |
Accountancy firm EIN | 2012-09-30 | 223849589 |
HORIZON HEALTHCARE SERVICES, INC. (National Association of Insurance Commissioners NAIC id number: 55069 ) |
Policy contract number | 86217 |
Policy instance | 7 |
Insurance contract or identification number | 86217 | Number of Individuals Covered | 56 | Insurance policy start date | 2021-10-01 | Insurance policy end date | 2022-09-30 | Total amount of commissions paid to insurance broker | USD $2,142 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | 0 | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | No | Dental Insurance Welfare Benefit | Yes | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Welfare Benefit Premiums Paid to Carrier | USD $37,781 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $1,197 | Insurance broker organization code? | 3 |
|
USABLE LIFE (National Association of Insurance Commissioners NAIC id number: 94358 ) |
Policy contract number | 50020874 |
Policy instance | 1 |
Insurance contract or identification number | 50020874 | Number of Individuals Covered | 234 | Insurance policy start date | 2021-10-01 | Insurance policy end date | 2022-09-30 | Total amount of commissions paid to insurance broker | USD $1,885 | Total amount of fees paid to insurance company | USD $1,068 | 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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | Yes | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Other welfare benefits provided | ACCIDENTAL DEATH AND DISMEMBERMENT | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Welfare Benefit Premiums Paid to Carrier | USD $16,357 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $1,179 | Insurance broker organization code? | 3 | Amount paid for insurance broker fees | 1068 | Additional information about fees paid to insurance broker | ADDITIONAL COMPENSATION |
|
HORIZON HEALTHCARE SERVICES, INC. (National Association of Insurance Commissioners NAIC id number: 55069 ) |
Policy contract number | 86217 |
Policy instance | 2 |
Insurance contract or identification number | 86217 | Number of Individuals Covered | 158 | Insurance policy start date | 2021-10-01 | Insurance policy end date | 2022-09-30 | Total amount of commissions paid to insurance broker | USD $33,411 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | 0 | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | Yes | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Welfare Benefit Premiums Paid to Carrier | USD $1,182,003 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $17,649 | Insurance broker organization code? | 3 |
|
HORIZON HEALTHCARE SERVICES, INC. (National Association of Insurance Commissioners NAIC id number: 55069 ) |
Policy contract number | 86217 |
Policy instance | 3 |
Insurance contract or identification number | 86217 | Number of Individuals Covered | 159 | Insurance policy start date | 2021-10-01 | Insurance policy end date | 2022-09-30 | Total amount of commissions paid to insurance broker | USD $8,325 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | 0 | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Welfare Benefit Premiums Paid to Carrier | USD $294,621 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $4,312 | Insurance broker organization code? | 3 |
|
USABLE LIFE (National Association of Insurance Commissioners NAIC id number: 94358 ) |
Policy contract number | 50020874 |
Policy instance | 4 |
Insurance contract or identification number | 50020874 | Number of Individuals Covered | 171 | Insurance policy start date | 2021-10-01 | Insurance policy end date | 2022-09-30 | Total amount of commissions paid to insurance broker | USD $2,966 | Total amount of fees paid to insurance company | USD $1,558 | 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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | Yes | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Welfare Benefit Premiums Paid to Carrier | USD $22,158 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $1,908 | Insurance broker organization code? | 3 | Amount paid for insurance broker fees | 1558 | Additional information about fees paid to insurance broker | ADDITIONAL COMPENSATION |
|
HEALTHCARE DENTAL, INC. (National Association of Insurance Commissioners NAIC id number: 11146 ) |
Policy contract number | 86217 |
Policy instance | 5 |
Insurance contract or identification number | 86217 | Number of Individuals Covered | 110 | Insurance policy start date | 2021-10-01 | Insurance policy end date | 2022-09-30 | Total amount of commissions paid to insurance broker | USD $961 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | 0 | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | No | Dental Insurance Welfare Benefit | Yes | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Welfare Benefit Premiums Paid to Carrier | USD $16,951 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $537 | Insurance broker organization code? | 3 |
|
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 39616 ) |
Policy contract number | 30070248 |
Policy instance | 6 |
Insurance contract or identification number | 30070248 | Number of Individuals Covered | 155 | Insurance policy start date | 2021-07-01 | Insurance policy end date | 2022-06-30 | Total amount of commissions paid to insurance broker | USD $890 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | 0 | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | Yes | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Welfare Benefit Premiums Paid to Carrier | USD $8,445 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $600 | Insurance broker organization code? | 3 |
|
USABLE LIFE (National Association of Insurance Commissioners NAIC id number: 94358 ) |
Policy contract number | 50020874 |
Policy instance | 1 |
Insurance contract or identification number | 50020874 | Number of Individuals Covered | 199 | Insurance policy start date | 2020-10-01 | Insurance policy end date | 2021-09-30 | Total amount of commissions paid to insurance broker | USD $1,597 | Total amount of fees paid to insurance company | USD $924 | 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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | Yes | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Other welfare benefits provided | ACCIDENTAL DEATH AND DISMEMBERMENT | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Welfare Benefit Premiums Paid to Carrier | USD $13,472 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $1,597 | Insurance broker organization code? | 3 | Amount paid for insurance broker fees | 924 | Additional information about fees paid to insurance broker | ADDITIONAL COMPENSATION |
|
HORIZON HEALTHCARE SERVICES, INC. (National Association of Insurance Commissioners NAIC id number: 55069 ) |
Policy contract number | 86217 |
Policy instance | 2 |
Insurance contract or identification number | 86217 | Number of Individuals Covered | 134 | Insurance policy start date | 2020-10-01 | Insurance policy end date | 2021-09-30 | Total amount of commissions paid to insurance broker | USD $34,335 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | 0 | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | Yes | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Welfare Benefit Premiums Paid to Carrier | USD $967,332 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $34,335 | Insurance broker organization code? | 3 |
|
HORIZON HEALTHCARE SERVICES, INC. (National Association of Insurance Commissioners NAIC id number: 55069 ) |
Policy contract number | 86217 |
Policy instance | 3 |
Insurance contract or identification number | 86217 | Number of Individuals Covered | 135 | Insurance policy start date | 2020-10-01 | Insurance policy end date | 2021-09-30 | Total amount of commissions paid to insurance broker | USD $7,136 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | 0 | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Welfare Benefit Premiums Paid to Carrier | USD $201,115 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $7,136 | Insurance broker organization code? | 3 |
|
USABLE LIFE (National Association of Insurance Commissioners NAIC id number: 94358 ) |
Policy contract number | 50020874 |
Policy instance | 4 |
Insurance contract or identification number | 50020874 | Number of Individuals Covered | 160 | Insurance policy start date | 2020-10-01 | Insurance policy end date | 2021-09-30 | Total amount of commissions paid to insurance broker | USD $2,703 | Total amount of fees paid to insurance company | USD $1,426 | 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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | Yes | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Welfare Benefit Premiums Paid to Carrier | USD $19,529 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $2,703 | Insurance broker organization code? | 3 | Amount paid for insurance broker fees | 1426 | Additional information about fees paid to insurance broker | ADDITIONAL COMPENSATION |
|
HEALTHCARE DENTAL, INC. (National Association of Insurance Commissioners NAIC id number: 11146 ) |
Policy contract number | 86217 |
Policy instance | 5 |
Insurance contract or identification number | 86217 | Number of Individuals Covered | 85 | Insurance policy start date | 2020-10-01 | Insurance policy end date | 2021-09-30 | Total amount of commissions paid to insurance broker | USD $707 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | 0 | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | No | Dental Insurance Welfare Benefit | Yes | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Welfare Benefit Premiums Paid to Carrier | USD $15,823 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $707 | Insurance broker organization code? | 3 |
|
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 39616 ) |
Policy contract number | 30070248 |
Policy instance | 6 |
Insurance contract or identification number | 30070248 | Number of Individuals Covered | 133 | Insurance policy start date | 2020-07-01 | Insurance policy end date | 2021-06-30 | Total amount of commissions paid to insurance broker | USD $653 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | 0 | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | Yes | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Welfare Benefit Premiums Paid to Carrier | USD $8,062 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $653 | Insurance broker organization code? | 3 |
|
HORIZON HEALTHCARE SERVICES, INC. (National Association of Insurance Commissioners NAIC id number: 55069 ) |
Policy contract number | 86217 |
Policy instance | 7 |
Insurance contract or identification number | 86217 | Number of Individuals Covered | 54 | Insurance policy start date | 2020-10-01 | Insurance policy end date | 2021-09-30 | Total amount of commissions paid to insurance broker | USD $1,707 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | 0 | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | No | Dental Insurance Welfare Benefit | Yes | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Welfare Benefit Premiums Paid to Carrier | USD $38,196 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $1,707 | Insurance broker organization code? | 3 |
|
HORIZON HEALTHCARE SERVICES, INC. (National Association of Insurance Commissioners NAIC id number: 55069 ) |
Policy contract number | 86217 |
Policy instance | 7 |
Insurance contract or identification number | 86217 | Number of Individuals Covered | 78 | Insurance policy start date | 2019-10-01 | Insurance policy end date | 2020-09-30 | Total amount of commissions paid to insurance broker | USD $2,263 | Dental Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $47,874 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $2,263 | Insurance broker organization code? | 3 |
|
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 39616 ) |
Policy contract number | 30070248 |
Policy instance | 6 |
Insurance contract or identification number | 30070248 | Number of Individuals Covered | 142 | Insurance policy start date | 2019-07-01 | Insurance policy end date | 2020-06-30 | Total amount of commissions paid to insurance broker | USD $698 | Vision Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $9,213 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $698 |
|
HEALTHCARE DENTAL, INC. (National Association of Insurance Commissioners NAIC id number: 11146 ) |
Policy contract number | 86217 |
Policy instance | 5 |
Insurance contract or identification number | 86217 | Number of Individuals Covered | 66 | Insurance policy start date | 2019-10-01 | Insurance policy end date | 2020-09-30 | Total amount of commissions paid to insurance broker | USD $616 | Dental Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $13,751 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $616 |
|
USABLE LIFE (National Association of Insurance Commissioners NAIC id number: 94358 ) |
Policy contract number | 50020874 |
Policy instance | 4 |
Insurance contract or identification number | 50020874 | Number of Individuals Covered | 158 | Insurance policy start date | 2019-10-01 | Insurance policy end date | 2020-09-30 | Total amount of commissions paid to insurance broker | USD $2,334 | Total amount of fees paid to insurance company | USD $1,248 | Long Term Disability Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $15,223 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $2,334 | Insurance broker organization code? | 3 | Amount paid for insurance broker fees | 1248 |
|
HORIZON HEALTHCARE SERVICES, INC. (National Association of Insurance Commissioners NAIC id number: 55069 ) |
Policy contract number | 86217 |
Policy instance | 3 |
Insurance contract or identification number | 86217 | Number of Individuals Covered | 137 | Insurance policy start date | 2019-10-01 | Insurance policy end date | 2020-09-30 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $236,462 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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HORIZON HEALTHCARE SERVICES, INC. (National Association of Insurance Commissioners NAIC id number: 55069 ) |
Policy contract number | 086217 |
Policy instance | 2 |
Insurance contract or identification number | 086217 | Number of Individuals Covered | 134 | Insurance policy start date | 2019-10-01 | Insurance policy end date | 2020-09-30 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $1,168,348 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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USABLE LIFE (National Association of Insurance Commissioners NAIC id number: 94358 ) |
Policy contract number | 50020874 |
Policy instance | 1 |
Insurance contract or identification number | 50020874 | Number of Individuals Covered | 177 | Insurance policy start date | 2019-10-01 | Insurance policy end date | 2020-09-30 | Total amount of commissions paid to insurance broker | USD $1,271 | Total amount of fees paid to insurance company | USD $804 | Life Insurance Welfare Benefit | Yes | Other welfare benefits provided | ACCIDENTAL DEATH & DISMEMBERMENT | Welfare Benefit Premiums Paid to Carrier | USD $10,208 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $1,271 | Insurance broker organization code? | 3 | Amount paid for insurance broker fees | 804 |
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USABLE LIFE (National Association of Insurance Commissioners NAIC id number: 94358 ) |
Policy contract number | 50020874 |
Policy instance | 1 |
Insurance contract or identification number | 50020874 | Number of Individuals Covered | 234 | Insurance policy start date | 2018-10-01 | Insurance policy end date | 2019-09-30 | Total amount of commissions paid to insurance broker | USD $1,431 | Total amount of fees paid to insurance company | USD $841 | Life Insurance Welfare Benefit | Yes | Other welfare benefits provided | ACCIDENTAL DEATH & DISMEMBERMENT | Welfare Benefit Premiums Paid to Carrier | USD $11,811 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $1,431 | Insurance broker organization code? | 3 | Amount paid for insurance broker fees | 841 |
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HORIZON HEALTHCARE SERVICES, INC. (National Association of Insurance Commissioners NAIC id number: 55069 ) |
Policy contract number | 086217 |
Policy instance | 2 |
Insurance contract or identification number | 086217 | Number of Individuals Covered | 88 | Insurance policy start date | 2018-10-01 | Insurance policy end date | 2019-09-30 | Total amount of commissions paid to insurance broker | USD $2,724 | Dental Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $60,552 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $2,724 | Insurance broker organization code? | 3 |
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HORIZON HEALTHCARE SERVICES, INC. (National Association of Insurance Commissioners NAIC id number: 55069 ) |
Policy contract number | 86217 |
Policy instance | 3 |
Insurance contract or identification number | 86217 | Number of Individuals Covered | 200 | Insurance policy start date | 2018-10-01 | Insurance policy end date | 2019-09-30 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $1,748,869 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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HEALTHCARE DENTAL, INC. (National Association of Insurance Commissioners NAIC id number: 11146 ) |
Policy contract number | 86217 |
Policy instance | 5 |
Insurance contract or identification number | 86217 | Number of Individuals Covered | 105 | Insurance policy start date | 2018-10-01 | Insurance policy end date | 2019-09-30 | Total amount of commissions paid to insurance broker | USD $866 | Dental Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $21,618 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $866 |
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USABLE LIFE (National Association of Insurance Commissioners NAIC id number: 94358 ) |
Policy contract number | 50020874 |
Policy instance | 4 |
Insurance contract or identification number | 50020874 | Number of Individuals Covered | 227 | Insurance policy start date | 2018-10-01 | Insurance policy end date | 2019-09-30 | Total amount of commissions paid to insurance broker | USD $2,522 | Total amount of fees paid to insurance company | USD $1,336 | Long Term Disability Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $17,722 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $2,522 | Insurance broker organization code? | 3 | Amount paid for insurance broker fees | 1336 |
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VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 39616 ) |
Policy contract number | 30070248 |
Policy instance | 6 |
Insurance contract or identification number | 30070248 | Number of Individuals Covered | 185 | Insurance policy start date | 2018-07-01 | Insurance policy end date | 2019-06-30 | Total amount of commissions paid to insurance broker | USD $784 | Vision Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $10,679 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $784 |
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HEALTHCARE DENTAL, INC. (National Association of Insurance Commissioners NAIC id number: 11146 ) |
Policy contract number | 86217 |
Policy instance | 5 |
Insurance contract or identification number | 86217 | Number of Individuals Covered | 111 | Insurance policy start date | 2017-10-01 | Insurance policy end date | 2018-09-30 | Total amount of commissions paid to insurance broker | USD $1,060 | Dental Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $24,457 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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USABLE LIFE (National Association of Insurance Commissioners NAIC id number: 94358 ) |
Policy contract number | 50020874 |
Policy instance | 4 |
Insurance contract or identification number | 50020874 | Number of Individuals Covered | 226 | Insurance policy start date | 2017-10-01 | Insurance policy end date | 2018-09-30 | Total amount of commissions paid to insurance broker | USD $2,288 | Total amount of fees paid to insurance company | USD $1,220 | Long Term Disability Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $15,289 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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HORIZON HEALTHCARE SERVICES, INC. (National Association of Insurance Commissioners NAIC id number: 55069 ) |
Policy contract number | 86217 |
Policy instance | 3 |
Insurance contract or identification number | 86217 | Number of Individuals Covered | 209 | Insurance policy start date | 2017-10-01 | Insurance policy end date | 2018-09-30 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $1,796,817 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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USABLE LIFE (National Association of Insurance Commissioners NAIC id number: 94358 ) |
Policy contract number | 50020874 |
Policy instance | 1 |
Insurance contract or identification number | 50020874 | Number of Individuals Covered | 256 | Insurance policy start date | 2017-10-01 | Insurance policy end date | 2018-09-30 | Total amount of commissions paid to insurance broker | USD $1,313 | Total amount of fees paid to insurance company | USD $782 | Life Insurance Welfare Benefit | Yes | Other welfare benefits provided | ACCIDENTAL DEATH & DISMEMBERMENT | Welfare Benefit Premiums Paid to Carrier | USD $10,634 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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HORIZON HEALTHCARE SERVICES, INC. (National Association of Insurance Commissioners NAIC id number: 55069 ) |
Policy contract number | 086217 |
Policy instance | 2 |
Insurance contract or identification number | 086217 | Number of Individuals Covered | 94 | Insurance policy start date | 2017-10-01 | Insurance policy end date | 2018-09-30 | Total amount of commissions paid to insurance broker | USD $2,699 | Dental Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $62,261 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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