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403(B) THRIFT PLAN OF BIG BROTHERS BIG SISTERS INDEPENDENCE REGION 401k Plan overview

Plan Name403(B) THRIFT PLAN OF BIG BROTHERS BIG SISTERS INDEPENDENCE REGION
Plan identification number 003

403(B) THRIFT PLAN OF BIG BROTHERS BIG SISTERS INDEPENDENCE REGION Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

BIG BROTHERS BIG SISTERS INDEPENDENCE REGION has sponsored the creation of one or more 401k plans.

Company Name:BIG BROTHERS BIG SISTERS INDEPENDENCE REGION
Employer identification number (EIN):231352034
NAIC Classification:624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 403(B) THRIFT PLAN OF BIG BROTHERS BIG SISTERS INDEPENDENCE REGION

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032021-07-01MICHELLE Y. MOLANO,CHIEF OPERATING2023-04-13
0032020-07-01MICHELLE Y. MOLANO,CHIEF OPERATING2022-04-13
0032020-07-01MICHELLE Y. MOLANO,CHIEF OPERATING2022-08-01
0032019-07-01MICHELLE Y. MOLANO,CHIEF OPERATING2021-04-07
0032019-07-01MICHELLE Y. MOLANO,CHIEF OPERATING2021-10-06
0032018-07-01WILLIAM M. FINN2020-07-07
0032018-07-01MICHELE MOLANO2020-12-15
0032017-07-01WILLIAM FINN2019-04-09
0032017-07-01WILLIAM FINN2019-11-14
0032016-07-01
0032015-07-01
0032014-07-01LAURIE E. MCLEOD2016-01-29
0032013-07-01LAURIE E. MCLEOD2015-01-30
0032012-07-01LAURIE MCLEOD2013-12-06
0032011-07-01LAURIE MCLEOD2013-12-06
0032010-07-01LAURIE E. MCLEOD2012-01-30

Plan Statistics for 403(B) THRIFT PLAN OF BIG BROTHERS BIG SISTERS INDEPENDENCE REGION

401k plan membership statisitcs for 403(B) THRIFT PLAN OF BIG BROTHERS BIG SISTERS INDEPENDENCE REGION

Measure Date Value
2021: 403(B) THRIFT PLAN OF BIG BROTHERS BIG SISTERS INDEPENDENCE REGION 2021 401k membership
Total participants, beginning-of-year2021-07-01114
Total number of active participants reported on line 7a of the Form 55002021-07-0187
Number of retired or separated participants receiving benefits2021-07-010
Number of other retired or separated participants entitled to future benefits2021-07-0159
Total of all active and inactive participants2021-07-01146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-010
Total participants2021-07-01146
Number of participants with account balances2021-07-0195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-011
2020: 403(B) THRIFT PLAN OF BIG BROTHERS BIG SISTERS INDEPENDENCE REGION 2020 401k membership
Total participants, beginning-of-year2020-07-01138
Total number of active participants reported on line 7a of the Form 55002020-07-0153
Number of retired or separated participants receiving benefits2020-07-010
Number of other retired or separated participants entitled to future benefits2020-07-0161
Total of all active and inactive participants2020-07-01114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-010
Total participants2020-07-01114
Number of participants with account balances2020-07-0189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-015
2019: 403(B) THRIFT PLAN OF BIG BROTHERS BIG SISTERS INDEPENDENCE REGION 2019 401k membership
Total participants, beginning-of-year2019-07-01129
Total number of active participants reported on line 7a of the Form 55002019-07-0175
Number of retired or separated participants receiving benefits2019-07-010
Number of other retired or separated participants entitled to future benefits2019-07-0163
Total of all active and inactive participants2019-07-01138
Total participants2019-07-01138
Number of participants with account balances2019-07-0198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-015
2018: 403(B) THRIFT PLAN OF BIG BROTHERS BIG SISTERS INDEPENDENCE REGION 2018 401k membership
Total participants, beginning-of-year2018-07-01133
Total number of active participants reported on line 7a of the Form 55002018-07-0172
Number of retired or separated participants receiving benefits2018-07-010
Number of other retired or separated participants entitled to future benefits2018-07-0153
Total of all active and inactive participants2018-07-01125
Total participants2018-07-01125
Number of participants with account balances2018-07-0195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-014
2017: 403(B) THRIFT PLAN OF BIG BROTHERS BIG SISTERS INDEPENDENCE REGION 2017 401k membership
Total participants, beginning-of-year2017-07-01135
Total number of active participants reported on line 7a of the Form 55002017-07-0187
Number of retired or separated participants receiving benefits2017-07-010
Number of other retired or separated participants entitled to future benefits2017-07-0146
Total of all active and inactive participants2017-07-01133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-010
Total participants2017-07-01133
Number of participants with account balances2017-07-0191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-012
2016: 403(B) THRIFT PLAN OF BIG BROTHERS BIG SISTERS INDEPENDENCE REGION 2016 401k membership
Total participants, beginning-of-year2016-07-01129
Total number of active participants reported on line 7a of the Form 55002016-07-0189
Number of retired or separated participants receiving benefits2016-07-010
Number of other retired or separated participants entitled to future benefits2016-07-0147
Total of all active and inactive participants2016-07-01136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-010
Total participants2016-07-01136
Number of participants with account balances2016-07-0188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-016

Financial Data on 403(B) THRIFT PLAN OF BIG BROTHERS BIG SISTERS INDEPENDENCE REGION

Measure Date Value
2022 : 403(B) THRIFT PLAN OF BIG BROTHERS BIG SISTERS INDEPENDENCE REGION 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total income from all sources (including contributions)2022-06-30$-93,356
Total loss/gain on sale of assets2022-06-30$0
Total of all expenses incurred2022-06-30$87,479
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$72,016
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$118,629
Value of total assets at end of year2022-06-30$1,720,899
Value of total assets at beginning of year2022-06-30$1,901,734
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$15,463
Total interest from all sources2022-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2022-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30No
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$250,000
If this is an individual account plan, was there a blackout period2022-06-30No
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Contributions received from participants2022-06-30$100,345
Participant contributions at end of year2022-06-30$0
Participant contributions at beginning of year2022-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$-180,835
Value of net assets at end of year (total assets less liabilities)2022-06-30$1,720,899
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$1,901,734
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30No
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-06-30$1,217,634
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-06-30$1,354,327
Value of interest in pooled separate accounts at end of year2022-06-30$144,796
Value of interest in pooled separate accounts at beginning of year2022-06-30$182,019
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-06-30$358,469
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-06-30$360,520
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-06-30$-192,173
Net investment gain/loss from pooled separate accounts2022-06-30$-19,812
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30No
Was there a failure to transmit to the plan any participant contributions2022-06-30No
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Contributions received in cash from employer2022-06-30$18,284
Employer contributions (assets) at end of year2022-06-30$0
Employer contributions (assets) at beginning of year2022-06-30$4,868
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$72,016
Contract administrator fees2022-06-30$15,463
Did the plan have assets held for investment2022-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-30No
Opinion of an independent qualified public accountant for this plan2022-06-30Disclaimer
Accountancy firm name2022-06-30EISNERAMPER
Accountancy firm EIN2022-06-30131639826
2021 : 403(B) THRIFT PLAN OF BIG BROTHERS BIG SISTERS INDEPENDENCE REGION 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$770
Total income from all sources (including contributions)2021-06-30$530,524
Total loss/gain on sale of assets2021-06-30$0
Total of all expenses incurred2021-06-30$873,113
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$860,134
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$116,846
Value of total assets at end of year2021-06-30$1,901,734
Value of total assets at beginning of year2021-06-30$2,245,093
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$12,979
Total interest from all sources2021-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Administrative expenses professional fees incurred2021-06-30$12,979
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$250,000
If this is an individual account plan, was there a blackout period2021-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-06-30$0
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Contributions received from participants2021-06-30$101,041
Participant contributions at end of year2021-06-30$0
Participant contributions at beginning of year2021-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2021-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-06-30$770
Other income not declared elsewhere2021-06-30$4,435
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Income. Non cash contributions2021-06-30$0
Value of net income/loss2021-06-30$-342,589
Value of net assets at end of year (total assets less liabilities)2021-06-30$1,901,734
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$2,244,323
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-06-30$1,354,327
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-06-30$1,301,772
Value of interest in pooled separate accounts at end of year2021-06-30$182,019
Value of interest in pooled separate accounts at beginning of year2021-06-30$594,402
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-06-30$360,520
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-06-30$344,764
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-06-30$344,249
Net investment gain/loss from pooled separate accounts2021-06-30$64,994
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30No
Was there a failure to transmit to the plan any participant contributions2021-06-30Yes
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Contributions received in cash from employer2021-06-30$15,805
Employer contributions (assets) at end of year2021-06-30$4,868
Employer contributions (assets) at beginning of year2021-06-30$4,155
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$860,134
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Opinion of an independent qualified public accountant for this plan2021-06-30Disclaimer
Accountancy firm name2021-06-30EISNERAMPER
Accountancy firm EIN2021-06-30131639826
2020 : 403(B) THRIFT PLAN OF BIG BROTHERS BIG SISTERS INDEPENDENCE REGION 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$770
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$109
Total income from all sources (including contributions)2020-06-30$207,244
Total loss/gain on sale of assets2020-06-30$0
Total of all expenses incurred2020-06-30$415,495
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$399,672
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$147,612
Value of total assets at end of year2020-06-30$2,240,938
Value of total assets at beginning of year2020-06-30$2,448,528
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$15,823
Total interest from all sources2020-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$9,437
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2020-06-30$9,437
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$250,000
If this is an individual account plan, was there a blackout period2020-06-30No
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Contributions received from participants2020-06-30$121,878
Participant contributions at end of year2020-06-30$0
Participant contributions at beginning of year2020-06-30$5,673
Income. Received or receivable in cash from other sources (including rollovers)2020-06-30$12,022
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-06-30$770
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-06-30$109
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$-208,251
Value of net assets at end of year (total assets less liabilities)2020-06-30$2,240,168
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$2,448,419
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Investment advisory and management fees2020-06-30$15,823
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-06-30$1,301,772
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$1,550,143
Value of interest in pooled separate accounts at end of year2020-06-30$594,402
Value of interest in pooled separate accounts at beginning of year2020-06-30$585,206
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-06-30$344,764
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-06-30$306,661
Net investment gain/loss from pooled separate accounts2020-06-30$50,195
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30No
Was there a failure to transmit to the plan any participant contributions2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Contributions received in cash from employer2020-06-30$13,712
Employer contributions (assets) at end of year2020-06-30$0
Employer contributions (assets) at beginning of year2020-06-30$845
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$399,672
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30Yes
Opinion of an independent qualified public accountant for this plan2020-06-30Disclaimer
Accountancy firm name2020-06-30EISNERAMPER
Accountancy firm EIN2020-06-30131639826
2019 : 403(B) THRIFT PLAN OF BIG BROTHERS BIG SISTERS INDEPENDENCE REGION 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$109
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total income from all sources (including contributions)2019-06-30$325,697
Total loss/gain on sale of assets2019-06-30$0
Total of all expenses incurred2019-06-30$240,652
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$222,646
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$227,698
Value of total assets at end of year2019-06-30$2,445,078
Value of total assets at beginning of year2019-06-30$2,359,924
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$18,006
Total interest from all sources2019-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$13,392
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2019-06-30$13,392
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$250,000
If this is an individual account plan, was there a blackout period2019-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-06-30$0
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Contributions received from participants2019-06-30$202,817
Participant contributions at end of year2019-06-30$5,673
Participant contributions at beginning of year2019-06-30$16,652
Income. Received or receivable in cash from other sources (including rollovers)2019-06-30$4,808
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-06-30$109
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$85,045
Value of net assets at end of year (total assets less liabilities)2019-06-30$2,444,969
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$2,359,924
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Investment advisory and management fees2019-06-30$18,006
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-06-30$1,550,141
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$1,449,940
Value of interest in pooled separate accounts at end of year2019-06-30$581,848
Value of interest in pooled separate accounts at beginning of year2019-06-30$602,580
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-06-30$306,661
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-06-30$288,744
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-06-30$84,607
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30No
Was there a failure to transmit to the plan any participant contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Contributions received in cash from employer2019-06-30$20,073
Employer contributions (assets) at end of year2019-06-30$755
Employer contributions (assets) at beginning of year2019-06-30$2,008
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$222,646
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30Yes
Opinion of an independent qualified public accountant for this plan2019-06-30Disclaimer
Accountancy firm name2019-06-30EISNERAMPER
Accountancy firm EIN2019-06-30131639826
2018 : 403(B) THRIFT PLAN OF BIG BROTHERS BIG SISTERS INDEPENDENCE REGION 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total income from all sources (including contributions)2018-06-30$424,022
Total loss/gain on sale of assets2018-06-30$0
Total of all expenses incurred2018-06-30$316,590
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$298,712
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$223,321
Value of total assets at end of year2018-06-30$2,356,565
Value of total assets at beginning of year2018-06-30$2,249,133
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$17,878
Total interest from all sources2018-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$36,818
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2018-06-30$36,818
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$250,000
If this is an individual account plan, was there a blackout period2018-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-06-30$0
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Contributions received from participants2018-06-30$200,011
Participant contributions at end of year2018-06-30$16,652
Participant contributions at beginning of year2018-06-30$6,863
Income. Received or receivable in cash from other sources (including rollovers)2018-06-30$1,312
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$107,432
Value of net assets at end of year (total assets less liabilities)2018-06-30$2,356,565
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$2,249,133
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Investment advisory and management fees2018-06-30$17,878
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-06-30$1,451,402
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$1,327,273
Value of interest in pooled separate accounts at end of year2018-06-30$599,222
Value of interest in pooled separate accounts at beginning of year2018-06-30$626,395
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-06-30$287,281
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-06-30$287,752
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-06-30$163,883
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30No
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Contributions received in cash from employer2018-06-30$21,998
Employer contributions (assets) at end of year2018-06-30$2,008
Employer contributions (assets) at beginning of year2018-06-30$850
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$298,712
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30Yes
Opinion of an independent qualified public accountant for this plan2018-06-30Disclaimer
Accountancy firm name2018-06-30EISNERAMPER
Accountancy firm EIN2018-06-30131639826
2017 : 403(B) THRIFT PLAN OF BIG BROTHERS BIG SISTERS INDEPENDENCE REGION 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total income from all sources (including contributions)2017-06-30$469,553
Total loss/gain on sale of assets2017-06-30$0
Total of all expenses incurred2017-06-30$108,319
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$93,819
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$205,673
Value of total assets at end of year2017-06-30$2,249,133
Value of total assets at beginning of year2017-06-30$1,887,899
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$14,500
Total interest from all sources2017-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$32,341
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2017-06-30$32,341
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$250,000
If this is an individual account plan, was there a blackout period2017-06-30No
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Contributions received from participants2017-06-30$185,033
Participant contributions at end of year2017-06-30$6,863
Participant contributions at beginning of year2017-06-30$10,926
Administrative expenses (other) incurred2017-06-30$14,500
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$361,234
Value of net assets at end of year (total assets less liabilities)2017-06-30$2,249,133
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$1,887,899
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-06-30$1,327,273
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$1,019,437
Value of interest in pooled separate accounts at end of year2017-06-30$626,395
Value of interest in pooled separate accounts at beginning of year2017-06-30$583,768
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-06-30$287,752
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-06-30$272,113
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-06-30$231,539
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30No
Was there a failure to transmit to the plan any participant contributions2017-06-30Yes
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$20,640
Employer contributions (assets) at end of year2017-06-30$850
Employer contributions (assets) at beginning of year2017-06-30$1,655
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$93,819
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30Yes
Opinion of an independent qualified public accountant for this plan2017-06-30Disclaimer
Accountancy firm name2017-06-30EISNERAMPER
Accountancy firm EIN2017-06-30131639826

Form 5500 Responses for 403(B) THRIFT PLAN OF BIG BROTHERS BIG SISTERS INDEPENDENCE REGION

2021: 403(B) THRIFT PLAN OF BIG BROTHERS BIG SISTERS INDEPENDENCE REGION 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Submission has been amendedNo
2021-07-01This submission is the final filingNo
2021-07-01This return/report is a short plan year return/report (less than 12 months)No
2021-07-01Plan is a collectively bargained planNo
2021-07-01Plan funding arrangement – InsuranceYes
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement – InsuranceYes
2021-07-01Plan benefit arrangement - TrustYes
2020: 403(B) THRIFT PLAN OF BIG BROTHERS BIG SISTERS INDEPENDENCE REGION 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Submission has been amendedNo
2020-07-01This submission is the final filingNo
2020-07-01This return/report is a short plan year return/report (less than 12 months)No
2020-07-01Plan is a collectively bargained planNo
2020-07-01Plan funding arrangement – InsuranceYes
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement – InsuranceYes
2020-07-01Plan benefit arrangement - TrustYes
2019: 403(B) THRIFT PLAN OF BIG BROTHERS BIG SISTERS INDEPENDENCE REGION 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Submission has been amendedNo
2019-07-01This submission is the final filingNo
2019-07-01This return/report is a short plan year return/report (less than 12 months)No
2019-07-01Plan is a collectively bargained planNo
2019-07-01Plan funding arrangement – InsuranceYes
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement – InsuranceYes
2019-07-01Plan benefit arrangement - TrustYes
2018: 403(B) THRIFT PLAN OF BIG BROTHERS BIG SISTERS INDEPENDENCE REGION 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Submission has been amendedNo
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planNo
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement – InsuranceYes
2018-07-01Plan benefit arrangement - TrustYes
2017: 403(B) THRIFT PLAN OF BIG BROTHERS BIG SISTERS INDEPENDENCE REGION 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Submission has been amendedNo
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planNo
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement – InsuranceYes
2017-07-01Plan benefit arrangement - TrustYes
2016: 403(B) THRIFT PLAN OF BIG BROTHERS BIG SISTERS INDEPENDENCE REGION 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement – InsuranceYes
2016-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number374127-01
Policy instance 1
Insurance contract or identification number374127-01
Number of Individuals Covered7
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number374127-01
Policy instance 1
Insurance contract or identification number374127-01
Number of Individuals Covered8
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number374127-01
Policy instance 1
Insurance contract or identification number374127-01
Number of Individuals Covered9
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number374127-01
Policy instance 1
Insurance contract or identification number374127-01
Number of Individuals Covered8
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number374127-01
Policy instance 1
Insurance contract or identification number374127-01
Number of Individuals Covered9
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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