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COMMUNITY LIVING AND LEARNING, INC. TAX SHELTERED ANNUITY PLAN 401k Plan overview

Plan NameCOMMUNITY LIVING AND LEARNING, INC. TAX SHELTERED ANNUITY PLAN
Plan identification number 002

COMMUNITY LIVING AND LEARNING, INC. TAX SHELTERED ANNUITY PLAN 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.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

COMMUNITY LIVING & LEARNING INC has sponsored the creation of one or more 401k plans.

Company Name:COMMUNITY LIVING & LEARNING INC
Employer identification number (EIN):251269389
NAIC Classification:624200

Form 5500 Filing Information

Submission information for form 5500 for 401k plan COMMUNITY LIVING AND LEARNING, INC. TAX SHELTERED ANNUITY PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01NATHANIEL HAGGERTY NATHANIEL HAGGERTY2019-06-21
0022017-01-01NATHANIEL HAGGERTY NATHANIEL HAGGERTY2018-08-01
0022016-01-01NATHANIEL HAGGERTY NATHANIEL HAGGERTY2017-05-25
0022015-01-01NATHANIEL HAGGERTY NATHANIEL HAGGERTY2016-05-12
0022014-01-01TODD BARTON TODD BARTON2015-05-14
0022013-01-01LAURETTA LUTZ LAURETTA LUTZ2014-07-01
0022012-01-01LAURETTA LUTZ LAURETTA LUTZ2013-07-01
0022011-01-01LAURETTA LUTZ LAURETTA LUTZ2012-06-04
0022010-01-01LAURETTA LUTZ LAURETTA LUTZ2011-08-01

Plan Statistics for COMMUNITY LIVING AND LEARNING, INC. TAX SHELTERED ANNUITY PLAN

401k plan membership statisitcs for COMMUNITY LIVING AND LEARNING, INC. TAX SHELTERED ANNUITY PLAN

Measure Date Value
2022: COMMUNITY LIVING AND LEARNING, INC. TAX SHELTERED ANNUITY PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01114
Total number of active participants reported on line 7a of the Form 55002022-01-01108
Number of retired or separated participants receiving benefits2022-01-011
Number of other retired or separated participants entitled to future benefits2022-01-015
Total of all active and inactive participants2022-01-01114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01114
Number of participants with account balances2022-01-0141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-011
2021: COMMUNITY LIVING AND LEARNING, INC. TAX SHELTERED ANNUITY PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01102
Total number of active participants reported on line 7a of the Form 55002021-01-01113
Number of retired or separated participants receiving benefits2021-01-011
Number of other retired or separated participants entitled to future benefits2021-01-013
Total of all active and inactive participants2021-01-01117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-01118
Number of participants with account balances2021-01-0141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: COMMUNITY LIVING AND LEARNING, INC. TAX SHELTERED ANNUITY PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0195
Total number of active participants reported on line 7a of the Form 55002020-01-0196
Number of retired or separated participants receiving benefits2020-01-011
Number of other retired or separated participants entitled to future benefits2020-01-012
Total of all active and inactive participants2020-01-0199
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0199
Number of participants with account balances2020-01-0138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: COMMUNITY LIVING AND LEARNING, INC. TAX SHELTERED ANNUITY PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0194
Total number of active participants reported on line 7a of the Form 55002019-01-0190
Number of retired or separated participants receiving benefits2019-01-011
Number of other retired or separated participants entitled to future benefits2019-01-013
Total of all active and inactive participants2019-01-0194
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0194
Number of participants with account balances2019-01-0138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-011
2018: COMMUNITY LIVING AND LEARNING, INC. TAX SHELTERED ANNUITY PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0187
Total number of active participants reported on line 7a of the Form 55002018-01-0189
Number of retired or separated participants receiving benefits2018-01-011
Number of other retired or separated participants entitled to future benefits2018-01-012
Total of all active and inactive participants2018-01-0192
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0192
Number of participants with account balances2018-01-0140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-012
2017: COMMUNITY LIVING AND LEARNING, INC. TAX SHELTERED ANNUITY PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0197
Total number of active participants reported on line 7a of the Form 55002017-01-0186
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-012
Total of all active and inactive participants2017-01-0188
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0188
Number of participants with account balances2017-01-0138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: COMMUNITY LIVING AND LEARNING, INC. TAX SHELTERED ANNUITY PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01101
Total number of active participants reported on line 7a of the Form 55002016-01-0196
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-012
Total of all active and inactive participants2016-01-0198
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0198
Number of participants with account balances2016-01-0139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: COMMUNITY LIVING AND LEARNING, INC. TAX SHELTERED ANNUITY PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01109
Total number of active participants reported on line 7a of the Form 55002015-01-0198
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-012
Total of all active and inactive participants2015-01-01100
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01100
Number of participants with account balances2015-01-0138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: COMMUNITY LIVING AND LEARNING, INC. TAX SHELTERED ANNUITY PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0181
Total number of active participants reported on line 7a of the Form 55002014-01-01109
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-012
Total of all active and inactive participants2014-01-01111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01111
Number of participants with account balances2014-01-0136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: COMMUNITY LIVING AND LEARNING, INC. TAX SHELTERED ANNUITY PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0175
Total number of active participants reported on line 7a of the Form 55002013-01-0187
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-011
Total of all active and inactive participants2013-01-0188
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0188
Number of participants with account balances2013-01-0132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: COMMUNITY LIVING AND LEARNING, INC. TAX SHELTERED ANNUITY PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0191
Total number of active participants reported on line 7a of the Form 55002012-01-0181
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-011
Total of all active and inactive participants2012-01-0182
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0182
Number of participants with account balances2012-01-0129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: COMMUNITY LIVING AND LEARNING, INC. TAX SHELTERED ANNUITY PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0187
Total number of active participants reported on line 7a of the Form 55002011-01-0188
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-012
Total of all active and inactive participants2011-01-0190
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0190
Number of participants with account balances2011-01-0130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: COMMUNITY LIVING AND LEARNING, INC. TAX SHELTERED ANNUITY PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0182
Total number of active participants reported on line 7a of the Form 55002010-01-0185
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-014
Total of all active and inactive participants2010-01-0189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0189
Number of participants with account balances2010-01-0129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010

Financial Data on COMMUNITY LIVING AND LEARNING, INC. TAX SHELTERED ANNUITY PLAN

Measure Date Value
2022 : COMMUNITY LIVING AND LEARNING, INC. TAX SHELTERED ANNUITY PLAN 2022 401k financial data
Transfers to/from the plan2022-12-31$0
Total plan liabilities at end of year2022-12-31$0
Total plan liabilities at beginning of year2022-12-31$0
Total income from all sources2022-12-31$-148,406
Expenses. Total of all expenses incurred2022-12-31$66,214
Benefits paid (including direct rollovers)2022-12-31$65,298
Total plan assets at end of year2022-12-31$1,868,925
Total plan assets at beginning of year2022-12-31$2,083,545
Value of fidelity bond covering the plan2022-12-31$255,000
Total contributions received or receivable from participants2022-12-31$115,589
Expenses. Other expenses not covered elsewhere2022-12-31$0
Contributions received from other sources (not participants or employers)2022-12-31$0
Other income received2022-12-31$-366,954
Noncash contributions received2022-12-31$0
Net income (gross income less expenses)2022-12-31$-214,620
Net plan assets at end of year (total assets less liabilities)2022-12-31$1,868,925
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$2,083,545
Assets. Value of participant loans2022-12-31$27,246
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year2022-12-31$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year2022-12-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022022-12-31$38,427
Total contributions received or receivable from employer(s)2022-12-31$102,959
Value of certain deemed distributions of participant loans2022-12-31$0
Value of corrective distributions2022-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$916
2021 : COMMUNITY LIVING AND LEARNING, INC. TAX SHELTERED ANNUITY PLAN 2021 401k financial data
Transfers to/from the plan2021-12-31$0
Total plan liabilities at end of year2021-12-31$0
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$420,561
Expenses. Total of all expenses incurred2021-12-31$197,801
Benefits paid (including direct rollovers)2021-12-31$197,198
Total plan assets at end of year2021-12-31$2,083,545
Total plan assets at beginning of year2021-12-31$1,860,785
Value of fidelity bond covering the plan2021-12-31$195,000
Total contributions received or receivable from participants2021-12-31$104,241
Expenses. Other expenses not covered elsewhere2021-12-31$0
Contributions received from other sources (not participants or employers)2021-12-31$2,672
Other income received2021-12-31$221,595
Noncash contributions received2021-12-31$0
Net income (gross income less expenses)2021-12-31$222,760
Net plan assets at end of year (total assets less liabilities)2021-12-31$2,083,545
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$1,860,785
Assets. Value of participant loans2021-12-31$25,445
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year2021-12-31$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year2021-12-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022021-12-31$38,427
Total contributions received or receivable from employer(s)2021-12-31$92,053
Value of certain deemed distributions of participant loans2021-12-31$0
Value of corrective distributions2021-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$603
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
2020 : COMMUNITY LIVING AND LEARNING, INC. TAX SHELTERED ANNUITY PLAN 2020 401k financial data
Transfers to/from the plan2020-12-31$0
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$423,632
Expenses. Total of all expenses incurred2020-12-31$57,444
Benefits paid (including direct rollovers)2020-12-31$56,902
Total plan assets at end of year2020-12-31$1,860,785
Total plan assets at beginning of year2020-12-31$1,494,597
Value of fidelity bond covering the plan2020-12-31$195,000
Total contributions received or receivable from participants2020-12-31$91,106
Expenses. Other expenses not covered elsewhere2020-12-31$0
Contributions received from other sources (not participants or employers)2020-12-31$2,202
Other income received2020-12-31$249,060
Noncash contributions received2020-12-31$0
Net income (gross income less expenses)2020-12-31$366,188
Net plan assets at end of year (total assets less liabilities)2020-12-31$1,860,785
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$1,494,597
Assets. Value of participant loans2020-12-31$44,588
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year2020-12-31$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year2020-12-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022020-12-31$38,427
Total contributions received or receivable from employer(s)2020-12-31$81,264
Value of certain deemed distributions of participant loans2020-12-31$0
Value of corrective distributions2020-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$542
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
2019 : COMMUNITY LIVING AND LEARNING, INC. TAX SHELTERED ANNUITY PLAN 2019 401k financial data
Transfers to/from the plan2019-12-31$0
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$389,961
Expenses. Total of all expenses incurred2019-12-31$54,142
Benefits paid (including direct rollovers)2019-12-31$53,706
Total plan assets at end of year2019-12-31$1,494,597
Total plan assets at beginning of year2019-12-31$1,158,778
Value of fidelity bond covering the plan2019-12-31$195,000
Total contributions received or receivable from participants2019-12-31$82,065
Expenses. Other expenses not covered elsewhere2019-12-31$0
Contributions received from other sources (not participants or employers)2019-12-31$0
Other income received2019-12-31$239,285
Noncash contributions received2019-12-31$0
Net income (gross income less expenses)2019-12-31$335,819
Net plan assets at end of year (total assets less liabilities)2019-12-31$1,494,597
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$1,158,778
Assets. Value of participant loans2019-12-31$8,081
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year2019-12-31$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year2019-12-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022019-12-31$38,249
Total contributions received or receivable from employer(s)2019-12-31$68,611
Value of certain deemed distributions of participant loans2019-12-31$0
Value of corrective distributions2019-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$436
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : COMMUNITY LIVING AND LEARNING, INC. TAX SHELTERED ANNUITY PLAN 2018 401k financial data
Transfers to/from the plan2018-12-31$0
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$114,608
Expenses. Total of all expenses incurred2018-12-31$73,137
Benefits paid (including direct rollovers)2018-12-31$72,463
Total plan assets at end of year2018-12-31$1,158,778
Total plan assets at beginning of year2018-12-31$1,117,307
Value of fidelity bond covering the plan2018-12-31$195,000
Total contributions received or receivable from participants2018-12-31$76,798
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$-26,484
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$41,471
Net plan assets at end of year (total assets less liabilities)2018-12-31$1,158,778
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$1,117,307
Assets. Value of participant loans2018-12-31$10,194
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year2018-12-31$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year2018-12-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022018-12-31$38,199
Total contributions received or receivable from employer(s)2018-12-31$64,294
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$674
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : COMMUNITY LIVING AND LEARNING, INC. TAX SHELTERED ANNUITY PLAN 2017 401k financial data
Transfers to/from the plan2017-12-31$0
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$302,902
Expenses. Total of all expenses incurred2017-12-31$340,742
Benefits paid (including direct rollovers)2017-12-31$340,396
Total plan assets at end of year2017-12-31$1,117,307
Total plan assets at beginning of year2017-12-31$1,155,147
Value of fidelity bond covering the plan2017-12-31$195,000
Total contributions received or receivable from participants2017-12-31$71,110
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$169,324
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$-37,840
Net plan assets at end of year (total assets less liabilities)2017-12-31$1,117,307
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$1,155,147
Assets. Value of participant loans2017-12-31$6,092
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year2017-12-31$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year2017-12-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022017-12-31$38,199
Total contributions received or receivable from employer(s)2017-12-31$62,468
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$346
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : COMMUNITY LIVING AND LEARNING, INC. TAX SHELTERED ANNUITY PLAN 2016 401k financial data
Transfers to/from the plan2016-12-31$0
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$184,182
Expenses. Total of all expenses incurred2016-12-31$8,686
Benefits paid (including direct rollovers)2016-12-31$8,354
Total plan assets at end of year2016-12-31$1,155,147
Total plan assets at beginning of year2016-12-31$979,651
Value of fidelity bond covering the plan2016-12-31$195,000
Total contributions received or receivable from participants2016-12-31$70,249
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$6,309
Other income received2016-12-31$48,742
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$175,496
Net plan assets at end of year (total assets less liabilities)2016-12-31$1,155,147
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$979,651
Assets. Value of participant loans2016-12-31$6,140
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year2016-12-31$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year2016-12-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022016-12-31$38,199
Total contributions received or receivable from employer(s)2016-12-31$58,882
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$332
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : COMMUNITY LIVING AND LEARNING, INC. TAX SHELTERED ANNUITY PLAN 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$408,758
Expenses. Total of all expenses incurred2015-12-31$24,210
Benefits paid (including direct rollovers)2015-12-31$23,998
Total plan assets at end of year2015-12-31$979,651
Total plan assets at beginning of year2015-12-31$595,103
Value of fidelity bond covering the plan2015-12-31$195,000
Total contributions received or receivable from participants2015-12-31$63,978
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$321,953
Other income received2015-12-31$6,806
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$384,548
Net plan assets at end of year (total assets less liabilities)2015-12-31$979,651
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$595,103
Assets. Value of participant loans2015-12-31$2,006
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year2015-12-31$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year2015-12-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022015-12-31$38,199
Total contributions received or receivable from employer(s)2015-12-31$16,021
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$212
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : COMMUNITY LIVING AND LEARNING, INC. TAX SHELTERED ANNUITY PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$89,770
Expenses. Total of all expenses incurred2014-12-31$120,738
Benefits paid (including direct rollovers)2014-12-31$120,446
Total plan assets at end of year2014-12-31$595,103
Total plan assets at beginning of year2014-12-31$626,071
Value of fidelity bond covering the plan2014-12-31$195,000
Total contributions received or receivable from participants2014-12-31$62,892
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$26,878
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$-30,968
Net plan assets at end of year (total assets less liabilities)2014-12-31$595,103
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$626,071
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year2014-12-31$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year2014-12-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022014-12-31$14,231
Total contributions received or receivable from employer(s)2014-12-31$0
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$292
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : COMMUNITY LIVING AND LEARNING, INC. TAX SHELTERED ANNUITY PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$159,748
Expenses. Total of all expenses incurred2013-12-31$14,567
Benefits paid (including direct rollovers)2013-12-31$14,475
Total plan assets at end of year2013-12-31$626,071
Total plan assets at beginning of year2013-12-31$480,890
Value of fidelity bond covering the plan2013-12-31$195,000
Total contributions received or receivable from participants2013-12-31$48,763
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$110,985
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$145,181
Net plan assets at end of year (total assets less liabilities)2013-12-31$626,071
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$480,890
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year2013-12-31$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year2013-12-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022013-12-31$3,724
Total contributions received or receivable from employer(s)2013-12-31$0
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$92
2012 : COMMUNITY LIVING AND LEARNING, INC. TAX SHELTERED ANNUITY PLAN 2012 401k financial data
Transfers to/from the plan2012-12-31$0
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$91,919
Expenses. Total of all expenses incurred2012-12-31$43,944
Benefits paid (including direct rollovers)2012-12-31$43,919
Total plan assets at end of year2012-12-31$480,890
Total plan assets at beginning of year2012-12-31$432,915
Value of fidelity bond covering the plan2012-12-31$0
Total contributions received or receivable from participants2012-12-31$44,867
Expenses. Other expenses not covered elsewhere2012-12-31$0
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$47,052
Noncash contributions received2012-12-31$0
Net income (gross income less expenses)2012-12-31$47,975
Net plan assets at end of year (total assets less liabilities)2012-12-31$480,890
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$432,915
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year2012-12-31$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year2012-12-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022012-12-31$0
Total contributions received or receivable from employer(s)2012-12-31$0
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$25
2011 : COMMUNITY LIVING AND LEARNING, INC. TAX SHELTERED ANNUITY PLAN 2011 401k financial data
Transfers to/from the plan2011-12-31$0
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$59,317
Expenses. Total of all expenses incurred2011-12-31$38,365
Benefits paid (including direct rollovers)2011-12-31$38,340
Total plan assets at end of year2011-12-31$432,915
Total plan assets at beginning of year2011-12-31$411,963
Value of fidelity bond covering the plan2011-12-31$0
Total contributions received or receivable from participants2011-12-31$42,911
Expenses. Other expenses not covered elsewhere2011-12-31$0
Contributions received from other sources (not participants or employers)2011-12-31$24,309
Other income received2011-12-31$-7,903
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$20,952
Net plan assets at end of year (total assets less liabilities)2011-12-31$432,915
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$411,963
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year2011-12-31$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year2011-12-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022011-12-31$0
Total contributions received or receivable from employer(s)2011-12-31$0
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$25
2010 : COMMUNITY LIVING AND LEARNING, INC. TAX SHELTERED ANNUITY PLAN 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$119,729
Expenses. Total of all expenses incurred2010-12-31$75,007
Benefits paid (including direct rollovers)2010-12-31$74,982
Total plan assets at end of year2010-12-31$411,963
Total plan assets at beginning of year2010-12-31$367,241
Value of fidelity bond covering the plan2010-12-31$0
Total contributions received or receivable from participants2010-12-31$41,682
Expenses. Other expenses not covered elsewhere2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$37,081
Other income received2010-12-31$40,966
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$44,722
Net plan assets at end of year (total assets less liabilities)2010-12-31$411,963
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$367,241
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year2010-12-31$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year2010-12-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022010-12-31$0
Total contributions received or receivable from employer(s)2010-12-31$0
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$25
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0

Form 5500 Responses for COMMUNITY LIVING AND LEARNING, INC. TAX SHELTERED ANNUITY PLAN

2022: COMMUNITY LIVING AND LEARNING, INC. TAX SHELTERED ANNUITY PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: COMMUNITY LIVING AND LEARNING, INC. TAX SHELTERED ANNUITY PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: COMMUNITY LIVING AND LEARNING, INC. TAX SHELTERED ANNUITY PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: COMMUNITY LIVING AND LEARNING, INC. TAX SHELTERED ANNUITY PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: COMMUNITY LIVING AND LEARNING, INC. TAX SHELTERED ANNUITY PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: COMMUNITY LIVING AND LEARNING, INC. TAX SHELTERED ANNUITY PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: COMMUNITY LIVING AND LEARNING, INC. TAX SHELTERED ANNUITY PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: COMMUNITY LIVING AND LEARNING, INC. TAX SHELTERED ANNUITY PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: COMMUNITY LIVING AND LEARNING, INC. TAX SHELTERED ANNUITY PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: COMMUNITY LIVING AND LEARNING, INC. TAX SHELTERED ANNUITY PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: COMMUNITY LIVING AND LEARNING, INC. TAX SHELTERED ANNUITY PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: COMMUNITY LIVING AND LEARNING, INC. TAX SHELTERED ANNUITY PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: COMMUNITY LIVING AND LEARNING, INC. TAX SHELTERED ANNUITY PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planYes
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number441463
Policy instance 1
Insurance contract or identification number441463
Number of Individuals Covered114
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $1,396
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,396
Amount paid for insurance broker fees0
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number441463
Policy instance 1
Insurance contract or identification number441463
Number of Individuals Covered118
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $1,555
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,555
Amount paid for insurance broker fees0
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number441463
Policy instance 1
Insurance contract or identification number441463
Number of Individuals Covered99
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $1,932
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,932
Amount paid for insurance broker fees0
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number441463
Policy instance 1
Insurance contract or identification number441463
Number of Individuals Covered94
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $1,558
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,558
Amount paid for insurance broker fees0
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number441463
Policy instance 1
Insurance contract or identification number441463
Number of Individuals Covered92
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $988
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $988
Amount paid for insurance broker fees0
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number441463
Policy instance 1
Insurance contract or identification number441463
Number of Individuals Covered88
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $1,081
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,081
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameAXA NETWORK LLC
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number441463
Policy instance 1
Insurance contract or identification number441463
Number of Individuals Covered100
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number441463
Policy instance 1
Insurance contract or identification number441463
Number of Individuals Covered111
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number441463
Policy instance 1
Insurance contract or identification number441463
Number of Individuals Covered88
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number441463
Policy instance 1
Insurance contract or identification number441463
Number of Individuals Covered82
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number441463
Policy instance 1
Insurance contract or identification number441463
Number of Individuals Covered90
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number441463
Policy instance 1
Insurance contract or identification number441463
Number of Individuals Covered89
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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