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COMMUNITY SUPPORT SERVICES, INC. 403(B) PLAN 401k Plan overview

Plan NameCOMMUNITY SUPPORT SERVICES, INC. 403(B) PLAN
Plan identification number 002

COMMUNITY SUPPORT SERVICES, INC. 403(B) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements 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

COMMUNITY SUPPORT SERVICES, INC. has sponsored the creation of one or more 401k plans.

Company Name:COMMUNITY SUPPORT SERVICES, INC.
Employer identification number (EIN):237029146
NAIC Classification:621420
NAIC Description:Outpatient Mental Health and Substance Abuse Centers

Additional information about COMMUNITY SUPPORT SERVICES, INC.

Jurisdiction of Incorporation: Ohio Secretary of State Business Services Division
Incorporation Date: 1969-01-22
Company Identification Number: 379859
Legal Registered Office Address: 150 CROSS STREET
-
AKRON
United States of America (USA)
44311

More information about COMMUNITY SUPPORT SERVICES, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan COMMUNITY SUPPORT SERVICES, INC. 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022019-01-01
0022018-01-01
0022017-01-01DOUGLAS WAGNER DOUGLAS WAGNER2018-09-18
0022016-01-01DOUG WAGNER DOUG WAGNER2017-07-24
0022015-01-01DOUGLAS WAGNER DOUGLAS WAGNER2016-07-12
0022014-01-01DOUGLAS WAGNER DOUGLAS WAGNER2015-07-09
0022014-01-01DOUGLAS WAGNER DOUGLAS WAGNER2015-07-09
0022013-01-01DOUGLAS WAGNER DOUGLAS WAGNER2014-07-31
0022012-01-01DOUG WAGNER DOUG WAGNER2013-07-26
0022011-01-01DOUGLAS WAGNER DOUGLAS WAGNER2012-10-04
0022009-01-01DOUGLAS WAGNER DOUGLAS WAGNER2010-10-13

Plan Statistics for COMMUNITY SUPPORT SERVICES, INC. 403(B) PLAN

401k plan membership statisitcs for COMMUNITY SUPPORT SERVICES, INC. 403(B) PLAN

Measure Date Value
2019: COMMUNITY SUPPORT SERVICES, INC. 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01310
Total number of active participants reported on line 7a of the Form 55002019-01-010
Total of all active and inactive participants2019-01-010
Total participants2019-01-010
Number of participants with account balances2019-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: COMMUNITY SUPPORT SERVICES, INC. 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01309
Total number of active participants reported on line 7a of the Form 55002018-01-01288
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0122
Total of all active and inactive participants2018-01-01310
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01310
Number of participants with account balances2018-01-01231
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: COMMUNITY SUPPORT SERVICES, INC. 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01317
Total number of active participants reported on line 7a of the Form 55002017-01-01292
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0117
Total of all active and inactive participants2017-01-01309
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01309
Number of participants with account balances2017-01-01227
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: COMMUNITY SUPPORT SERVICES, INC. 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01438
Total number of active participants reported on line 7a of the Form 55002016-01-01299
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0119
Total of all active and inactive participants2016-01-01318
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01318
Number of participants with account balances2016-01-01243
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: COMMUNITY SUPPORT SERVICES, INC. 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01475
Total number of active participants reported on line 7a of the Form 55002015-01-01447
Number of other retired or separated participants entitled to future benefits2015-01-0124
Total of all active and inactive participants2015-01-01471
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-012
Total participants2015-01-01473
Number of participants with account balances2015-01-01221
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: COMMUNITY SUPPORT SERVICES, INC. 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01490
Total number of active participants reported on line 7a of the Form 55002014-01-01490
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0111
Total of all active and inactive participants2014-01-01501
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01501
Number of participants with account balances2014-01-01210
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: COMMUNITY SUPPORT SERVICES, INC. 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01554
Total number of active participants reported on line 7a of the Form 55002013-01-01480
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0114
Total of all active and inactive participants2013-01-01494
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01494
Number of participants with account balances2013-01-01205
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: COMMUNITY SUPPORT SERVICES, INC. 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01410
Total number of active participants reported on line 7a of the Form 55002012-01-01538
Number of other retired or separated participants entitled to future benefits2012-01-0113
Total of all active and inactive participants2012-01-01551
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01551
Number of participants with account balances2012-01-01206
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: COMMUNITY SUPPORT SERVICES, INC. 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01311
Total number of active participants reported on line 7a of the Form 55002011-01-01412
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0128
Total of all active and inactive participants2011-01-01440
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01440
Number of participants with account balances2011-01-01146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: COMMUNITY SUPPORT SERVICES, INC. 403(B) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01278
Total number of active participants reported on line 7a of the Form 55002009-01-01275
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0129
Total of all active and inactive participants2009-01-01304
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01304
Number of participants with account balances2009-01-01130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on COMMUNITY SUPPORT SERVICES, INC. 403(B) PLAN

Measure Date Value
2018 : COMMUNITY SUPPORT SERVICES, INC. 403(B) PLAN 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$8,000
Total income from all sources (including contributions)2018-12-31$206,821
Total of all expenses incurred2018-12-31$1,277,600
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,232,207
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$547,077
Value of total assets at end of year2018-12-31$5,164,846
Value of total assets at beginning of year2018-12-31$6,227,625
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$45,393
Total interest from all sources2018-12-31$3,022
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$124,638
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$124,638
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$547,077
Participant contributions at end of year2018-12-31$59,743
Participant contributions at beginning of year2018-12-31$43,204
Participant contributions at end of year2018-12-31$20,308
Participant contributions at beginning of year2018-12-31$21,030
Liabilities. Value of operating payables at end of year2018-12-31$8,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,070,779
Value of net assets at end of year (total assets less liabilities)2018-12-31$5,156,846
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$6,227,625
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$5,060,418
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$6,109,597
Interest on participant loans2018-12-31$3,022
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$24,377
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$53,794
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-467,916
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,232,207
Contract administrator fees2018-12-31$45,393
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31SIKICH, LLP
Accountancy firm EIN2018-12-31363168081
2017 : COMMUNITY SUPPORT SERVICES, INC. 403(B) PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$1,365,198
Total of all expenses incurred2017-12-31$246,548
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$207,637
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$553,298
Value of total assets at end of year2017-12-31$6,227,625
Value of total assets at beginning of year2017-12-31$5,108,975
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$38,911
Total interest from all sources2017-12-31$2,333
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$112,976
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$112,976
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$553,298
Participant contributions at end of year2017-12-31$43,204
Participant contributions at beginning of year2017-12-31$45,567
Participant contributions at end of year2017-12-31$21,030
Participant contributions at beginning of year2017-12-31$20,414
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,118,650
Value of net assets at end of year (total assets less liabilities)2017-12-31$6,227,625
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$5,108,975
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$6,109,597
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$4,991,127
Interest on participant loans2017-12-31$2,333
Income. Interest from loans (other than to participants)2017-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$53,794
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$51,867
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$696,591
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$207,637
Contract administrator fees2017-12-31$38,911
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31SIKICH, LLP
Accountancy firm EIN2017-12-31363168081
2016 : COMMUNITY SUPPORT SERVICES, INC. 403(B) PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$878,416
Total of all expenses incurred2016-12-31$544,113
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$524,241
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$562,026
Value of total assets at end of year2016-12-31$5,108,975
Value of total assets at beginning of year2016-12-31$4,774,672
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$19,872
Total interest from all sources2016-12-31$3,098
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$75,275
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$75,275
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$562,026
Participant contributions at end of year2016-12-31$45,567
Participant contributions at beginning of year2016-12-31$70,589
Participant contributions at end of year2016-12-31$20,414
Participant contributions at beginning of year2016-12-31$16,834
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$334,303
Value of net assets at end of year (total assets less liabilities)2016-12-31$5,108,975
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$4,774,672
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$4,991,127
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$4,660,713
Interest on participant loans2016-12-31$3,098
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$51,867
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$26,536
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$238,017
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$524,241
Contract administrator fees2016-12-31$19,872
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2016-12-31410746749
2015 : COMMUNITY SUPPORT SERVICES, INC. 403(B) PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$498,801
Total of all expenses incurred2015-12-31$166,031
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$140,972
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$536,107
Value of total assets at end of year2015-12-31$4,774,672
Value of total assets at beginning of year2015-12-31$4,441,902
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$25,059
Total interest from all sources2015-12-31$3,763
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$536,107
Participant contributions at end of year2015-12-31$70,589
Participant contributions at beginning of year2015-12-31$58,228
Participant contributions at end of year2015-12-31$16,834
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$332,770
Value of net assets at end of year (total assets less liabilities)2015-12-31$4,774,672
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$4,441,902
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$4,660,713
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$4,370,461
Interest on participant loans2015-12-31$3,763
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$26,536
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$13,213
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-41,069
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$140,972
Contract administrator fees2015-12-31$25,059
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2015-12-31410746749
2014 : COMMUNITY SUPPORT SERVICES, INC. 403(B) PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$669,990
Total of all expenses incurred2014-12-31$401,920
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$386,327
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$453,577
Value of total assets at end of year2014-12-31$4,441,902
Value of total assets at beginning of year2014-12-31$4,173,832
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$15,593
Total interest from all sources2014-12-31$3,008
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$453,577
Participant contributions at end of year2014-12-31$58,228
Participant contributions at beginning of year2014-12-31$62,511
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$268,070
Value of net assets at end of year (total assets less liabilities)2014-12-31$4,441,902
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$4,173,832
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$4,370,461
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$4,101,858
Interest on participant loans2014-12-31$3,008
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$13,213
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$9,463
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$213,405
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$386,327
Contract administrator fees2014-12-31$15,593
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31BRUNER COX, LLP
Accountancy firm EIN2014-12-31340641962
2013 : COMMUNITY SUPPORT SERVICES, INC. 403(B) PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$1,100,014
Total of all expenses incurred2013-12-31$255,075
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$240,477
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$421,186
Value of total assets at end of year2013-12-31$4,173,832
Value of total assets at beginning of year2013-12-31$3,328,893
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$14,598
Total interest from all sources2013-12-31$3,694
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$421,186
Participant contributions at end of year2013-12-31$62,511
Participant contributions at beginning of year2013-12-31$80,770
Participant contributions at beginning of year2013-12-31$16,326
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$844,939
Value of net assets at end of year (total assets less liabilities)2013-12-31$4,173,832
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$3,328,893
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$4,101,858
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$3,226,808
Interest on participant loans2013-12-31$3,694
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$9,463
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$4,989
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$675,134
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$240,477
Contract administrator fees2013-12-31$14,598
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31BRUNNER-COX LLP
Accountancy firm EIN2013-12-31340641962
2012 : COMMUNITY SUPPORT SERVICES, INC. 403(B) PLAN 2012 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$772,744
Total of all expenses incurred2012-12-31$163,018
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$152,918
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$369,500
Value of total assets at end of year2012-12-31$3,328,893
Value of total assets at beginning of year2012-12-31$2,719,167
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$10,100
Total interest from all sources2012-12-31$2,875
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$369,500
Participant contributions at end of year2012-12-31$80,770
Participant contributions at beginning of year2012-12-31$20,203
Participant contributions at end of year2012-12-31$16,326
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Income. Non cash contributions2012-12-31$0
Value of net income/loss2012-12-31$609,726
Value of net assets at end of year (total assets less liabilities)2012-12-31$3,328,893
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$2,719,167
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$3,226,808
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$2,698,964
Interest on participant loans2012-12-31$2,875
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$4,989
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$400,369
Net investment gain/loss from pooled separate accounts2012-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$152,918
Contract administrator fees2012-12-31$10,100
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31Yes
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31BRUNNER-COX LLP
Accountancy firm EIN2012-12-31340641962
2011 : COMMUNITY SUPPORT SERVICES, INC. 403(B) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$269,867
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$432,240
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$412,720
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$320,585
Value of total assets at end of year2011-12-31$2,719,167
Value of total assets at beginning of year2011-12-31$2,881,540
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$19,520
Total interest from all sources2011-12-31$1,287
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$320,585
Participant contributions at end of year2011-12-31$20,203
Participant contributions at beginning of year2011-12-31$21,788
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-162,373
Value of net assets at end of year (total assets less liabilities)2011-12-31$2,719,167
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$2,881,540
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$2,698,964
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$2,859,752
Interest on participant loans2011-12-31$1,287
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-52,005
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$412,720
Contract administrator fees2011-12-31$19,520
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31BRUNNER-COX LLP
Accountancy firm EIN2011-12-31340641962
2010 : COMMUNITY SUPPORT SERVICES, INC. 403(B) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$590,985
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$29,959
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$23,881
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$309,374
Value of total assets at end of year2010-12-31$2,881,540
Value of total assets at beginning of year2010-12-31$2,320,514
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$6,078
Total interest from all sources2010-12-31$1,613
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$6,078
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$309,374
Participant contributions at end of year2010-12-31$21,788
Participant contributions at beginning of year2010-12-31$27,051
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Income. Non cash contributions2010-12-31$0
Value of net income/loss2010-12-31$561,026
Value of net assets at end of year (total assets less liabilities)2010-12-31$2,881,540
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$2,320,514
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$2,749,565
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$2,189,460
Interest on participant loans2010-12-31$1,613
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$110,187
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$104,003
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$104,003
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$279,998
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$23,881
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31COHEN & COMPANY, LTD
Accountancy firm EIN2010-12-31341912961
2009 : COMMUNITY SUPPORT SERVICES, INC. 403(B) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$11,342

Form 5500 Responses for COMMUNITY SUPPORT SERVICES, INC. 403(B) PLAN

2019: COMMUNITY SUPPORT SERVICES, INC. 403(B) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingYes
2019-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan benefit arrangement – InsuranceYes
2018: COMMUNITY SUPPORT SERVICES, INC. 403(B) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan benefit arrangement – InsuranceYes
2017: COMMUNITY SUPPORT SERVICES, INC. 403(B) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan benefit arrangement – InsuranceYes
2016: COMMUNITY SUPPORT SERVICES, INC. 403(B) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan benefit arrangement – InsuranceYes
2015: COMMUNITY SUPPORT SERVICES, INC. 403(B) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan benefit arrangement – InsuranceYes
2014: COMMUNITY SUPPORT SERVICES, INC. 403(B) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan benefit arrangement – InsuranceYes
2013: COMMUNITY SUPPORT SERVICES, INC. 403(B) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: COMMUNITY SUPPORT SERVICES, INC. 403(B) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: COMMUNITY SUPPORT SERVICES, INC. 403(B) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: COMMUNITY SUPPORT SERVICES, INC. 403(B) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered0
Insurance policy start date2019-01-01
Insurance policy end date2019-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees6
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered286
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $19
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees19
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered281
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $28
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees28
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
Insurance broker namePENSION ADMINISTRATION & CONSULTING
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered268
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $6
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees6
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
Insurance broker namePENSION ADMINISTRATION & CONSULTING
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered263
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $5
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees5
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
Insurance broker namePENSION ADMINISTRATION & CONSULTING
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered254
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,383
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Amount paid for insurance broker fees1383
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?5
Insurance broker namePENSION ADMINISTRATION & CONSULTING
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered437
Insurance policy start date2012-08-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $3,500
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees3500
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?5
Insurance broker namePENSION ADMINISTRATION & CONSULTING

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