?>
Logo

403(B) THRIFT PLAN OF THE ARC OF BUTLER COUNTY 401k Plan overview

Plan Name403(B) THRIFT PLAN OF THE ARC OF BUTLER COUNTY
Plan identification number 005

403(B) THRIFT PLAN OF THE ARC OF BUTLER COUNTY Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 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

THE ARC OF BUTLER COUNTY has sponsored the creation of one or more 401k plans.

Company Name:THE ARC OF BUTLER COUNTY
Employer identification number (EIN):251072143
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Additional information about THE ARC OF BUTLER COUNTY

Jurisdiction of Incorporation: Ohio Secretary of State Business Services Division
Incorporation Date: 1953-01-23
Company Identification Number: 231718
Legal Registered Office Address: 8087 TOLLBRIDGE CT
-
WEST CHESTER
United States of America (USA)
45069

More information about THE ARC OF BUTLER COUNTY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 403(B) THRIFT PLAN OF THE ARC OF BUTLER COUNTY

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0052021-07-01
0052020-07-01
0052019-07-01
0052018-07-01
0052017-07-01
0052016-07-01JOHN LINK JOHN LINK2018-04-16
0052015-07-01JOHN LINK JOHN LINK2017-04-13
0052014-07-01JOHN LINK JOHN LINK2016-04-08
0052013-07-01JOHN LINK JOHN LINK2015-04-06
0052012-07-01JOHN LINK JOHN LINK2014-01-30
0052011-07-01JOHN LINK JOHN LINK2013-03-19
0052010-07-01JOHN LINK
0052009-07-01JOHN LINK

Plan Statistics for 403(B) THRIFT PLAN OF THE ARC OF BUTLER COUNTY

401k plan membership statisitcs for 403(B) THRIFT PLAN OF THE ARC OF BUTLER COUNTY

Measure Date Value
2021: 403(B) THRIFT PLAN OF THE ARC OF BUTLER COUNTY 2021 401k membership
Total participants, beginning-of-year2021-07-01189
Total number of active participants reported on line 7a of the Form 55002021-07-01129
Number of retired or separated participants receiving benefits2021-07-010
Number of other retired or separated participants entitled to future benefits2021-07-0177
Total of all active and inactive participants2021-07-01206
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-010
Total participants2021-07-01206
Number of participants with account balances2021-07-01151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-010
2020: 403(B) THRIFT PLAN OF THE ARC OF BUTLER COUNTY 2020 401k membership
Total participants, beginning-of-year2020-07-01151
Total number of active participants reported on line 7a of the Form 55002020-07-01142
Number of retired or separated participants receiving benefits2020-07-010
Number of other retired or separated participants entitled to future benefits2020-07-0146
Total of all active and inactive participants2020-07-01188
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-011
Total participants2020-07-01189
Number of participants with account balances2020-07-01148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-010
2019: 403(B) THRIFT PLAN OF THE ARC OF BUTLER COUNTY 2019 401k membership
Total participants, beginning-of-year2019-07-01141
Total number of active participants reported on line 7a of the Form 55002019-07-01115
Number of retired or separated participants receiving benefits2019-07-010
Number of other retired or separated participants entitled to future benefits2019-07-0136
Total of all active and inactive participants2019-07-01151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-010
Total participants2019-07-01151
Number of participants with account balances2019-07-01148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-010
2018: 403(B) THRIFT PLAN OF THE ARC OF BUTLER COUNTY 2018 401k membership
Total participants, beginning-of-year2018-07-01141
Total number of active participants reported on line 7a of the Form 55002018-07-01102
Number of retired or separated participants receiving benefits2018-07-010
Number of other retired or separated participants entitled to future benefits2018-07-0138
Total of all active and inactive participants2018-07-01140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-011
Total participants2018-07-01141
Number of participants with account balances2018-07-01138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-010
2017: 403(B) THRIFT PLAN OF THE ARC OF BUTLER COUNTY 2017 401k membership
Total participants, beginning-of-year2017-07-01134
Total number of active participants reported on line 7a of the Form 55002017-07-01109
Number of retired or separated participants receiving benefits2017-07-010
Number of other retired or separated participants entitled to future benefits2017-07-0129
Total of all active and inactive participants2017-07-01138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-013
Total participants2017-07-01141
Number of participants with account balances2017-07-01139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-010
2016: 403(B) THRIFT PLAN OF THE ARC OF BUTLER COUNTY 2016 401k membership
Total participants, beginning-of-year2016-07-01118
Total number of active participants reported on line 7a of the Form 55002016-07-01103
Number of retired or separated participants receiving benefits2016-07-010
Number of other retired or separated participants entitled to future benefits2016-07-0130
Total of all active and inactive participants2016-07-01133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-011
Total participants2016-07-01134
Number of participants with account balances2016-07-01129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-013
2015: 403(B) THRIFT PLAN OF THE ARC OF BUTLER COUNTY 2015 401k membership
Total participants, beginning-of-year2015-07-01114
Total number of active participants reported on line 7a of the Form 55002015-07-0194
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-0123
Total of all active and inactive participants2015-07-01117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-011
Total participants2015-07-01118
Number of participants with account balances2015-07-01118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-0110
2014: 403(B) THRIFT PLAN OF THE ARC OF BUTLER COUNTY 2014 401k membership
Total participants, beginning-of-year2014-07-01109
Total number of active participants reported on line 7a of the Form 55002014-07-0190
Number of retired or separated participants receiving benefits2014-07-010
Number of other retired or separated participants entitled to future benefits2014-07-0121
Total of all active and inactive participants2014-07-01111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-013
Total participants2014-07-01114
Number of participants with account balances2014-07-01113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-0111
2013: 403(B) THRIFT PLAN OF THE ARC OF BUTLER COUNTY 2013 401k membership
Total participants, beginning-of-year2013-07-01109
Total number of active participants reported on line 7a of the Form 55002013-07-0189
Number of retired or separated participants receiving benefits2013-07-010
Number of other retired or separated participants entitled to future benefits2013-07-0119
Total of all active and inactive participants2013-07-01108
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-011
Total participants2013-07-01109
Number of participants with account balances2013-07-01109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-010
2012: 403(B) THRIFT PLAN OF THE ARC OF BUTLER COUNTY 2012 401k membership
Total participants, beginning-of-year2012-07-01109
Total number of active participants reported on line 7a of the Form 55002012-07-0189
Number of retired or separated participants receiving benefits2012-07-010
Number of other retired or separated participants entitled to future benefits2012-07-0119
Total of all active and inactive participants2012-07-01108
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-011
Total participants2012-07-01109
Number of participants with account balances2012-07-01109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-010
2011: 403(B) THRIFT PLAN OF THE ARC OF BUTLER COUNTY 2011 401k membership
Total participants, beginning-of-year2011-07-01116
Total number of active participants reported on line 7a of the Form 55002011-07-0187
Number of retired or separated participants receiving benefits2011-07-010
Number of other retired or separated participants entitled to future benefits2011-07-0120
Total of all active and inactive participants2011-07-01107
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-012
Total participants2011-07-01109
Number of participants with account balances2011-07-01108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-010
2010: 403(B) THRIFT PLAN OF THE ARC OF BUTLER COUNTY 2010 401k membership
Total participants, beginning-of-year2010-07-010
Total number of active participants reported on line 7a of the Form 55002010-07-0193
Number of retired or separated participants receiving benefits2010-07-010
Number of other retired or separated participants entitled to future benefits2010-07-0121
Total of all active and inactive participants2010-07-01114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-07-012
Total participants2010-07-01116
Number of participants with account balances2010-07-01115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-07-010
2009: 403(B) THRIFT PLAN OF THE ARC OF BUTLER COUNTY 2009 401k membership
Total participants, beginning-of-year2009-07-01103
Total number of active participants reported on line 7a of the Form 55002009-07-0188
Number of other retired or separated participants entitled to future benefits2009-07-0110
Total of all active and inactive participants2009-07-0198
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-011
Total participants2009-07-0199
Number of participants with account balances2009-07-0199

Financial Data on 403(B) THRIFT PLAN OF THE ARC OF BUTLER COUNTY

Measure Date Value
2022 : 403(B) THRIFT PLAN OF THE ARC OF BUTLER COUNTY 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$0
Total income from all sources (including contributions)2022-06-30$-240,695
Total loss/gain on sale of assets2022-06-30$0
Total of all expenses incurred2022-06-30$66,107
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$64,151
Expenses. Certain deemed distributions of participant loans2022-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$207,276
Value of total assets at end of year2022-06-30$2,755,411
Value of total assets at beginning of year2022-06-30$3,062,213
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$1,956
Total interest from all sources2022-06-30$2,774
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$500,000
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$121,189
Participant contributions at end of year2022-06-30$0
Participant contributions at beginning of year2022-06-30$0
Participant contributions at end of year2022-06-30$4,454
Participant contributions at beginning of year2022-06-30$4,872
Income. Received or receivable in cash from other sources (including rollovers)2022-06-30$0
Other income not declared elsewhere2022-06-30$0
Administrative expenses (other) incurred2022-06-30$1,956
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$-306,802
Value of net assets at end of year (total assets less liabilities)2022-06-30$2,755,411
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$3,062,213
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$2,233,412
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-06-30$2,572,960
Interest on participant loans2022-06-30$0
Interest earned on other investments2022-06-30$2,632
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-06-30$142
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-06-30$431,458
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-06-30$409,051
Expenses. Payments to insurance carriers foe the provision of benefits2022-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-06-30$-450,745
Net investment gain/loss from pooled separate accounts2022-06-30$0
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$86,087
Employer contributions (assets) at end of year2022-06-30$86,087
Employer contributions (assets) at beginning of year2022-06-30$75,330
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$64,151
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 plan2022-06-30Unqualified
Accountancy firm name2022-06-30MAHER DUESSEL CPAS
Accountancy firm EIN2022-06-30251622758
2021 : 403(B) THRIFT PLAN OF THE ARC OF BUTLER COUNTY 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$0
Total income from all sources (including contributions)2021-06-30$883,769
Total loss/gain on sale of assets2021-06-30$0
Total of all expenses incurred2021-06-30$137,308
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$135,398
Expenses. Certain deemed distributions of participant loans2021-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$233,602
Value of total assets at end of year2021-06-30$3,062,213
Value of total assets at beginning of year2021-06-30$2,315,752
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$1,910
Total interest from all sources2021-06-30$5,720
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
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$500,000
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$156,716
Participant contributions at end of year2021-06-30$4,872
Participant contributions at beginning of year2021-06-30$6,159
Income. Received or receivable in cash from other sources (including rollovers)2021-06-30$1,556
Other income not declared elsewhere2021-06-30$0
Administrative expenses (other) incurred2021-06-30$1,910
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
Value of net income/loss2021-06-30$746,461
Value of net assets at end of year (total assets less liabilities)2021-06-30$3,062,213
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$2,315,752
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$2,572,960
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-06-30$1,742,893
Interest on participant loans2021-06-30$0
Interest earned on other investments2021-06-30$5,583
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-06-30$137
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-06-30$409,051
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-06-30$490,859
Expenses. Payments to insurance carriers foe the provision of benefits2021-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-06-30$644,447
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 contributions2021-06-30No
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Contributions received in cash from employer2021-06-30$75,330
Employer contributions (assets) at end of year2021-06-30$75,330
Employer contributions (assets) at beginning of year2021-06-30$75,841
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$135,398
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 name2021-06-30MAHER DUESSELL
Accountancy firm EIN2021-06-30251622758
2020 : 403(B) THRIFT PLAN OF THE ARC OF BUTLER COUNTY 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total income from all sources (including contributions)2020-06-30$760,479
Total loss/gain on sale of assets2020-06-30$0
Total of all expenses incurred2020-06-30$110,186
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$101,066
Expenses. Certain deemed distributions of participant loans2020-06-30$7,384
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$675,117
Value of total assets at end of year2020-06-30$2,315,752
Value of total assets at beginning of year2020-06-30$1,665,459
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$1,736
Total interest from all sources2020-06-30$7,532
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$500,000
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$150,194
Participant contributions at end of year2020-06-30$6,159
Participant contributions at beginning of year2020-06-30$5,613
Income. Received or receivable in cash from other sources (including rollovers)2020-06-30$449,082
Administrative expenses (other) incurred2020-06-30$1,661
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$650,293
Value of net assets at end of year (total assets less liabilities)2020-06-30$2,315,752
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$1,665,459
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-06-30$40,476
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$35,966
Interest on participant loans2020-06-30$0
Interest earned on other investments2020-06-30$7,398
Value of interest in common/collective trusts at end of year2020-06-30$1,702,417
Value of interest in common/collective trusts at beginning of year2020-06-30$1,173,877
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-06-30$134
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-06-30$490,859
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-06-30$388,257
Expenses. Payments to insurance carriers foe the provision of benefits2020-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-06-30$4,569
Net investment gain/loss from pooled separate accounts2020-06-30$73,261
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$75,841
Employer contributions (assets) at end of year2020-06-30$75,841
Employer contributions (assets) at beginning of year2020-06-30$61,746
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$101,066
Contract administrator fees2020-06-30$75
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 name2020-06-30MAHER DUESSELL
Accountancy firm EIN2020-06-30251622758
2019 : 403(B) THRIFT PLAN OF THE ARC OF BUTLER COUNTY 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$0
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$272,729
Total loss/gain on sale of assets2019-06-30$0
Total of all expenses incurred2019-06-30$108,522
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$106,853
Expenses. Certain deemed distributions of participant loans2019-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$203,279
Value of total assets at end of year2019-06-30$1,665,459
Value of total assets at beginning of year2019-06-30$1,501,252
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$1,669
Total interest from all sources2019-06-30$5,299
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$500,000
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$141,533
Participant contributions at end of year2019-06-30$5,613
Participant contributions at beginning of year2019-06-30$5,031
Assets. Other investments not covered elsewhere at end of year2019-06-30$0
Assets. Other investments not covered elsewhere at beginning of year2019-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2019-06-30$0
Other income not declared elsewhere2019-06-30$0
Administrative expenses (other) incurred2019-06-30$1,594
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$164,207
Value of net assets at end of year (total assets less liabilities)2019-06-30$1,665,459
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$1,501,252
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-06-30$35,966
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$33,471
Interest on participant loans2019-06-30$0
Interest earned on other investments2019-06-30$5,170
Value of interest in common/collective trusts at end of year2019-06-30$1,173,877
Value of interest in common/collective trusts at beginning of year2019-06-30$1,059,240
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-06-30$129
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-06-30$388,257
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-06-30$341,373
Expenses. Payments to insurance carriers foe the provision of benefits2019-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-06-30$2,555
Net investment gain/loss from pooled separate accounts2019-06-30$61,596
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$61,746
Employer contributions (assets) at end of year2019-06-30$61,746
Employer contributions (assets) at beginning of year2019-06-30$62,137
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$106,853
Contract administrator fees2019-06-30$75
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 name2019-06-30MAHER DUESSELL
Accountancy firm EIN2019-06-30251622758
2018 : 403(B) THRIFT PLAN OF THE ARC OF BUTLER COUNTY 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$312,992
Total loss/gain on sale of assets2018-06-30$0
Total of all expenses incurred2018-06-30$440,708
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$439,106
Expenses. Certain deemed distributions of participant loans2018-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$193,395
Value of total assets at end of year2018-06-30$1,501,252
Value of total assets at beginning of year2018-06-30$1,628,968
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$1,602
Total interest from all sources2018-06-30$5,256
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$500,000
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$131,258
Participant contributions at end of year2018-06-30$5,031
Participant contributions at beginning of year2018-06-30$4,608
Assets. Other investments not covered elsewhere at end of year2018-06-30$3,706
Assets. Other investments not covered elsewhere at beginning of year2018-06-30$4,534
Income. Received or receivable in cash from other sources (including rollovers)2018-06-30$0
Other income not declared elsewhere2018-06-30$0
Administrative expenses (other) incurred2018-06-30$1,602
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$-127,716
Value of net assets at end of year (total assets less liabilities)2018-06-30$1,501,252
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$1,628,968
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-06-30$33,471
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$39,905
Interest on participant loans2018-06-30$0
Interest earned on other investments2018-06-30$5,114
Value of interest in common/collective trusts at end of year2018-06-30$1,059,240
Value of interest in common/collective trusts at beginning of year2018-06-30$865,871
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-06-30$142
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-06-30$337,667
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-06-30$652,298
Expenses. Payments to insurance carriers foe the provision of benefits2018-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-06-30$6,680
Net investment gain/loss from pooled separate accounts2018-06-30$107,661
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$62,137
Employer contributions (assets) at end of year2018-06-30$62,137
Employer contributions (assets) at beginning of year2018-06-30$61,752
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$439,106
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 name2018-06-30MAHER DUESSEL
Accountancy firm EIN2018-06-30251622758
2017 : 403(B) THRIFT PLAN OF THE ARC OF BUTLER COUNTY 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$388,718
Total loss/gain on sale of assets2017-06-30$0
Total of all expenses incurred2017-06-30$363,523
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$362,069
Expenses. Certain deemed distributions of participant loans2017-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$247,546
Value of total assets at end of year2017-06-30$1,628,966
Value of total assets at beginning of year2017-06-30$1,603,771
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$1,454
Total interest from all sources2017-06-30$6,725
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$500,000
If this is an individual account plan, was there a blackout period2017-06-30No
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Contributions received from participants2017-06-30$122,111
Participant contributions at end of year2017-06-30$0
Participant contributions at beginning of year2017-06-30$0
Participant contributions at end of year2017-06-30$4,608
Assets. Other investments not covered elsewhere at end of year2017-06-30$4,534
Assets. Other investments not covered elsewhere at beginning of year2017-06-30$4,401
Income. Received or receivable in cash from other sources (including rollovers)2017-06-30$63,683
Other income not declared elsewhere2017-06-30$0
Administrative expenses (other) incurred2017-06-30$1,454
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$25,195
Value of net assets at end of year (total assets less liabilities)2017-06-30$1,628,966
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$1,603,771
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$39,905
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$33,334
Interest on participant loans2017-06-30$0
Interest earned on other investments2017-06-30$6,572
Value of interest in common/collective trusts at end of year2017-06-30$865,869
Value of interest in common/collective trusts at beginning of year2017-06-30$945,695
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-06-30$153
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-06-30$652,298
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-06-30$566,171
Expenses. Payments to insurance carriers foe the provision of benefits2017-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-06-30$6,651
Net investment gain/loss from pooled separate accounts2017-06-30$127,796
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30No
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$61,752
Employer contributions (assets) at end of year2017-06-30$61,752
Employer contributions (assets) at beginning of year2017-06-30$54,170
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$362,069
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 name2017-06-30MAHER DUESSEL
Accountancy firm EIN2017-06-30251622758
2016 : 403(B) THRIFT PLAN OF THE ARC OF BUTLER COUNTY 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total income from all sources (including contributions)2016-06-30$597,967
Total loss/gain on sale of assets2016-06-30$0
Total of all expenses incurred2016-06-30$61,408
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$59,987
Expenses. Certain deemed distributions of participant loans2016-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$607,340
Value of total assets at end of year2016-06-30$1,603,771
Value of total assets at beginning of year2016-06-30$1,067,212
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$1,421
Total interest from all sources2016-06-30$5,418
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$500,000
If this is an individual account plan, was there a blackout period2016-06-30No
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Contributions received from participants2016-06-30$103,657
Participant contributions at beginning of year2016-06-30$27,471
Participant contributions at beginning of year2016-06-30$3,755
Income. Received or receivable in cash from other sources (including rollovers)2016-06-30$449,633
Administrative expenses (other) incurred2016-06-30$1,421
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$536,559
Value of net assets at end of year (total assets less liabilities)2016-06-30$1,603,771
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$1,067,212
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$33,334
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$736,160
Value of interest in pooled separate accounts at end of year2016-06-30$945,695
Interest on participant loans2016-06-30$0
Interest earned on other investments2016-06-30$5,230
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-06-30$4,401
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-06-30$5,974
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-06-30$5,974
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-06-30$188
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-06-30$566,171
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-06-30$241,596
Expenses. Payments to insurance carriers foe the provision of benefits2016-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-06-30$-654
Net investment gain/loss from pooled separate accounts2016-06-30$-14,137
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30No
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$54,050
Employer contributions (assets) at end of year2016-06-30$54,170
Employer contributions (assets) at beginning of year2016-06-30$52,256
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$59,987
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30Yes
Opinion of an independent qualified public accountant for this plan2016-06-30Disclaimer
Accountancy firm name2016-06-30MAHER DUESSEL
Accountancy firm EIN2016-06-30251622758
2015 : 403(B) THRIFT PLAN OF THE ARC OF BUTLER COUNTY 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total income from all sources (including contributions)2015-06-30$149,831
Total loss/gain on sale of assets2015-06-30$0
Total of all expenses incurred2015-06-30$51,460
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$51,460
Expenses. Certain deemed distributions of participant loans2015-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$117,645
Value of total assets at end of year2015-06-30$972,900
Value of total assets at beginning of year2015-06-30$874,529
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$0
Total interest from all sources2015-06-30$2,516
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$500,000
If this is an individual account plan, was there a blackout period2015-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-06-30$0
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Contributions received from participants2015-06-30$90,537
Participant contributions at end of year2015-06-30$27,471
Participant contributions at beginning of year2015-06-30$20,292
Income. Received or receivable in cash from other sources (including rollovers)2015-06-30$0
Other income not declared elsewhere2015-06-30$0
Administrative expenses (other) incurred2015-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$98,371
Value of net assets at end of year (total assets less liabilities)2015-06-30$972,900
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$874,529
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-06-30$703,833
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$653,859
Interest on participant loans2015-06-30$0
Interest earned on other investments2015-06-30$2,516
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-06-30$241,596
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-06-30$200,378
Expenses. Payments to insurance carriers foe the provision of benefits2015-06-30$0
Net investment gain/loss from pooled separate accounts2015-06-30$29,670
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30No
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$27,108
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$51,460
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30Yes
Opinion of an independent qualified public accountant for this plan2015-06-30Disclaimer
Accountancy firm name2015-06-30MAHER DUESSEL
Accountancy firm EIN2015-06-30251622758
2014 : 403(B) THRIFT PLAN OF THE ARC OF BUTLER COUNTY 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total income from all sources (including contributions)2014-06-30$215,618
Total loss/gain on sale of assets2014-06-30$0
Total of all expenses incurred2014-06-30$20,984
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$20,984
Expenses. Certain deemed distributions of participant loans2014-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$102,465
Value of total assets at end of year2014-06-30$874,529
Value of total assets at beginning of year2014-06-30$679,895
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$0
Total interest from all sources2014-06-30$1,998
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$500,000
If this is an individual account plan, was there a blackout period2014-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-06-30$0
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Contributions received from participants2014-06-30$76,464
Participant contributions at end of year2014-06-30$20,292
Participant contributions at beginning of year2014-06-30$15,803
Income. Received or receivable in cash from other sources (including rollovers)2014-06-30$0
Other income not declared elsewhere2014-06-30$0
Administrative expenses (other) incurred2014-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$194,634
Value of net assets at end of year (total assets less liabilities)2014-06-30$874,529
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$679,895
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-06-30$653,859
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$508,498
Interest on participant loans2014-06-30$0
Interest earned on other investments2014-06-30$1,998
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-06-30$200,378
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-06-30$155,594
Expenses. Payments to insurance carriers foe the provision of benefits2014-06-30$0
Net investment gain/loss from pooled separate accounts2014-06-30$111,155
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30No
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Contributions received in cash from employer2014-06-30$26,001
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$20,984
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30Yes
Opinion of an independent qualified public accountant for this plan2014-06-30Disclaimer
Accountancy firm name2014-06-30MAHER DUESSEL, CPAS
Accountancy firm EIN2014-06-30251622758
2013 : 403(B) THRIFT PLAN OF THE ARC OF BUTLER COUNTY 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total income from all sources (including contributions)2013-06-30$188,681
Total loss/gain on sale of assets2013-06-30$0
Total of all expenses incurred2013-06-30$322,195
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$322,095
Expenses. Certain deemed distributions of participant loans2013-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$107,151
Value of total assets at end of year2013-06-30$739,308
Value of total assets at beginning of year2013-06-30$872,822
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$100
Total interest from all sources2013-06-30$4,966
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Administrative expenses professional fees incurred2013-06-30$100
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$500,000
If this is an individual account plan, was there a blackout period2013-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-06-30$0
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Contributions received from participants2013-06-30$81,140
Participant contributions at end of year2013-06-30$2,833
Income. Received or receivable in cash from other sources (including rollovers)2013-06-30$0
Other income not declared elsewhere2013-06-30$0
Administrative expenses (other) incurred2013-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$-133,514
Value of net assets at end of year (total assets less liabilities)2013-06-30$739,308
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$872,822
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-06-30$531,306
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-06-30$457,520
Interest on participant loans2013-06-30$0
Interest earned on other investments2013-06-30$4,676
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-06-30$7,761
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-06-30$6,880
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-06-30$6,880
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-06-30$290
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-06-30$171,397
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-06-30$381,435
Expenses. Payments to insurance carriers foe the provision of benefits2013-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-06-30$3,896
Net investment gain/loss from pooled separate accounts2013-06-30$72,668
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30No
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$26,011
Employer contributions (assets) at end of year2013-06-30$26,011
Employer contributions (assets) at beginning of year2013-06-30$26,987
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$322,095
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30Yes
Opinion of an independent qualified public accountant for this plan2013-06-30Disclaimer
Accountancy firm name2013-06-30MAHER DUESSEL, CPAS
Accountancy firm EIN2013-06-30251622758
2012 : 403(B) THRIFT PLAN OF THE ARC OF BUTLER COUNTY 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total income from all sources (including contributions)2012-06-30$129,303
Total loss/gain on sale of assets2012-06-30$0
Total of all expenses incurred2012-06-30$21,017
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$20,917
Expenses. Certain deemed distributions of participant loans2012-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$124,388
Value of total assets at end of year2012-06-30$872,822
Value of total assets at beginning of year2012-06-30$764,536
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$100
Total interest from all sources2012-06-30$7,867
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Administrative expenses professional fees incurred2012-06-30$100
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$500,000
If this is an individual account plan, was there a blackout period2012-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-06-30$0
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Contributions received from participants2012-06-30$97,007
Participant contributions at beginning of year2012-06-30$3,637
Income. Received or receivable in cash from other sources (including rollovers)2012-06-30$394
Other income not declared elsewhere2012-06-30$0
Administrative expenses (other) incurred2012-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$108,286
Value of net assets at end of year (total assets less liabilities)2012-06-30$872,822
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$764,536
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-06-30$457,520
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-06-30$442,223
Interest on participant loans2012-06-30$0
Interest earned on other investments2012-06-30$7,572
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-06-30$6,880
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-06-30$7,314
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-06-30$7,314
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-06-30$295
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-06-30$381,435
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-06-30$284,627
Expenses. Payments to insurance carriers foe the provision of benefits2012-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-06-30$-195
Net investment gain/loss from pooled separate accounts2012-06-30$-2,757
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30No
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$26,987
Employer contributions (assets) at end of year2012-06-30$26,987
Employer contributions (assets) at beginning of year2012-06-30$26,735
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$20,917
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30Yes
Opinion of an independent qualified public accountant for this plan2012-06-30Disclaimer
Accountancy firm name2012-06-30MAHER DUESSEL, CPAS
Accountancy firm EIN2012-06-30251622758
2011 : 403(B) THRIFT PLAN OF THE ARC OF BUTLER COUNTY 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total income from all sources (including contributions)2011-06-30$227,011
Total loss/gain on sale of assets2011-06-30$0
Total of all expenses incurred2011-06-30$17,854
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$17,638
Expenses. Certain deemed distributions of participant loans2011-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$134,690
Value of total assets at end of year2011-06-30$764,536
Value of total assets at beginning of year2011-06-30$555,379
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$216
Total interest from all sources2011-06-30$6,177
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Administrative expenses professional fees incurred2011-06-30$216
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$500,000
If this is an individual account plan, was there a blackout period2011-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-06-30$0
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Contributions received from participants2011-06-30$94,749
Participant contributions at end of year2011-06-30$3,637
Income. Received or receivable in cash from other sources (including rollovers)2011-06-30$31
Other income not declared elsewhere2011-06-30$0
Administrative expenses (other) incurred2011-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$209,157
Value of net assets at end of year (total assets less liabilities)2011-06-30$764,536
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$555,379
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-06-30$442,223
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-06-30$309,031
Interest on participant loans2011-06-30$0
Interest earned on other investments2011-06-30$5,974
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-06-30$7,314
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-06-30$6,606
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-06-30$6,606
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-06-30$203
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-06-30$284,627
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-06-30$216,344
Expenses. Payments to insurance carriers foe the provision of benefits2011-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-06-30$5,448
Net investment gain/loss from pooled separate accounts2011-06-30$80,696
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30No
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$39,910
Employer contributions (assets) at end of year2011-06-30$26,735
Employer contributions (assets) at beginning of year2011-06-30$23,398
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$17,638
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30Yes
Opinion of an independent qualified public accountant for this plan2011-06-30Disclaimer
Accountancy firm name2011-06-30MAHER DUESSEL, CPAS
Accountancy firm EIN2011-06-30251622758

Form 5500 Responses for 403(B) THRIFT PLAN OF THE ARC OF BUTLER COUNTY

2021: 403(B) THRIFT PLAN OF THE ARC OF BUTLER COUNTY 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 benefit arrangement – InsuranceYes
2020: 403(B) THRIFT PLAN OF THE ARC OF BUTLER COUNTY 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 benefit arrangement – InsuranceYes
2019: 403(B) THRIFT PLAN OF THE ARC OF BUTLER COUNTY 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 benefit arrangement – InsuranceYes
2018: 403(B) THRIFT PLAN OF THE ARC OF BUTLER COUNTY 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 benefit arrangement – InsuranceYes
2017: 403(B) THRIFT PLAN OF THE ARC OF BUTLER COUNTY 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 benefit arrangement – InsuranceYes
2016: 403(B) THRIFT PLAN OF THE ARC OF BUTLER COUNTY 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 benefit arrangement – InsuranceYes
2015: 403(B) THRIFT PLAN OF THE ARC OF BUTLER COUNTY 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan benefit arrangement – InsuranceYes
2014: 403(B) THRIFT PLAN OF THE ARC OF BUTLER COUNTY 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan benefit arrangement – InsuranceYes
2013: 403(B) THRIFT PLAN OF THE ARC OF BUTLER COUNTY 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan benefit arrangement – InsuranceYes
2012: 403(B) THRIFT PLAN OF THE ARC OF BUTLER COUNTY 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01First time form 5500 has been submittedYes
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan benefit arrangement – InsuranceYes
2011: 403(B) THRIFT PLAN OF THE ARC OF BUTLER COUNTY 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement – InsuranceYes
2010: 403(B) THRIFT PLAN OF THE ARC OF BUTLER COUNTY 2010 form 5500 responses
2010-07-01Type of plan entitySingle employer plan
2010-07-01Submission has been amendedNo
2010-07-01This submission is the final filingNo
2010-07-01This return/report is a short plan year return/report (less than 12 months)No
2010-07-01Plan is a collectively bargained planNo
2010-07-01Plan funding arrangement – InsuranceYes
2010-07-01Plan benefit arrangement – InsuranceYes
2009: 403(B) THRIFT PLAN OF THE ARC OF BUTLER COUNTY 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedNo
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – InsuranceYes
2009-07-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number055061I
Policy instance 1
Insurance contract or identification number055061I
Number of Individuals Covered153
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,195
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees1195
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number055061I
Policy instance 1
Insurance contract or identification number055061I
Number of Individuals Covered150
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,195
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees1195
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR32461
Policy instance 2
Insurance contract or identification numberCR32461
Number of Individuals Covered3
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number055061I
Policy instance 1
Insurance contract or identification number055061I
Number of Individuals Covered151
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $239
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees239
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR32461
Policy instance 2
Insurance contract or identification numberCR32461
Number of Individuals Covered3
Insurance policy start date2018-07-01
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 allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number055061I
Policy instance 1
Insurance contract or identification number055061I
Number of Individuals Covered141
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $811
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees811
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number055061I
Policy instance 1
Insurance contract or identification number055061I
Number of Individuals Covered141
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $2,147
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number055061I
Policy instance 1
Insurance contract or identification number055061I
Number of Individuals Covered118
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $80
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees80
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker namePITTSBURGH REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number055061I
Policy instance 1
Insurance contract or identification number055061I
Number of Individuals Covered114
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $59
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees59
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker namePITTSBURGH REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number055061I
Policy instance 1
Insurance contract or identification number055061I
Number of Individuals Covered109
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $455
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees455
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker namePITTSBURGH REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number055061I
Policy instance 1
Insurance contract or identification number055061I
Number of Individuals Covered109
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $145
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees45
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker nameDAVID HOLETS
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number055061I
Policy instance 1
Insurance contract or identification number055061I
Number of Individuals Covered109
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $189
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number055061I
Policy instance 1
Insurance contract or identification number055061I
Number of Individuals Covered116
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $150
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

Potentially related plans

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

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

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

See full terms and conditions

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