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403(B) THRIFT PLAN OF GIRL SCOUTS OF WESTERN OHIO 401k Plan overview

Plan Name403(B) THRIFT PLAN OF GIRL SCOUTS OF WESTERN OHIO
Plan identification number 003

403(B) THRIFT PLAN OF GIRL SCOUTS OF WESTERN OHIO 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

GIRL SCOUTS OF WESTERN OHIO has sponsored the creation of one or more 401k plans.

Company Name:GIRL SCOUTS OF WESTERN OHIO
Employer identification number (EIN):310679091
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Additional information about GIRL SCOUTS OF WESTERN OHIO

Jurisdiction of Incorporation: Ohio Secretary of State Business Services Division
Incorporation Date: 1963-11-20
Company Identification Number: 325220
Legal Registered Office Address: 425 WALNUT ST 18TH FL
-
CINCINNATI
United States of America (USA)
45202

More information about GIRL SCOUTS OF WESTERN OHIO

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 403(B) THRIFT PLAN OF GIRL SCOUTS OF WESTERN OHIO

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032020-01-01RONI LUCKENBILL2021-07-29
0032019-01-01LINDA ODENBECK2020-09-30
0032018-01-01LINDA ODENBECK2019-07-29
0032017-01-01
0032016-01-01LINDA ODENBECK LINDA ODENBECK2017-07-24
0032015-01-01LINDA ODENBECK LINDA ODENBECK2016-06-27
0032014-01-01LINDA ODENBECK
0032013-01-01LINDA ODENBECK
0032012-01-01LINDA ODENBECK
0032011-01-01LINDA ODENBECK
0032009-01-01BARBARA BONIFAS
0032009-01-01BARBARA BONIFAS

Plan Statistics for 403(B) THRIFT PLAN OF GIRL SCOUTS OF WESTERN OHIO

401k plan membership statisitcs for 403(B) THRIFT PLAN OF GIRL SCOUTS OF WESTERN OHIO

Measure Date Value
2020: 403(B) THRIFT PLAN OF GIRL SCOUTS OF WESTERN OHIO 2020 401k membership
Total participants, beginning-of-year2020-01-01237
Total number of active participants reported on line 7a of the Form 55002020-01-010
Total of all active and inactive participants2020-01-010
Total participants2020-01-010
2019: 403(B) THRIFT PLAN OF GIRL SCOUTS OF WESTERN OHIO 2019 401k membership
Total participants, beginning-of-year2019-01-01227
Total number of active participants reported on line 7a of the Form 55002019-01-01137
Number of other retired or separated participants entitled to future benefits2019-01-01100
Total of all active and inactive participants2019-01-01237
Total participants2019-01-01237
Number of participants with account balances2019-01-01223
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0114
2018: 403(B) THRIFT PLAN OF GIRL SCOUTS OF WESTERN OHIO 2018 401k membership
Total participants, beginning-of-year2018-01-01216
Total number of active participants reported on line 7a of the Form 55002018-01-01137
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0184
Total of all active and inactive participants2018-01-01221
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01221
Number of participants with account balances2018-01-01215
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0119
2017: 403(B) THRIFT PLAN OF GIRL SCOUTS OF WESTERN OHIO 2017 401k membership
Total participants, beginning-of-year2017-01-01199
Total number of active participants reported on line 7a of the Form 55002017-01-01139
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0172
Total of all active and inactive participants2017-01-01211
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01212
Number of participants with account balances2017-01-01209
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0115
2016: 403(B) THRIFT PLAN OF GIRL SCOUTS OF WESTERN OHIO 2016 401k membership
Total participants, beginning-of-year2016-01-01213
Total number of active participants reported on line 7a of the Form 55002016-01-01127
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0172
Total of all active and inactive participants2016-01-01199
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01199
Number of participants with account balances2016-01-01191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0122
2015: 403(B) THRIFT PLAN OF GIRL SCOUTS OF WESTERN OHIO 2015 401k membership
Total participants, beginning-of-year2015-01-01183
Total number of active participants reported on line 7a of the Form 55002015-01-01139
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0173
Total of all active and inactive participants2015-01-01212
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-01213
Number of participants with account balances2015-01-01192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0115
2014: 403(B) THRIFT PLAN OF GIRL SCOUTS OF WESTERN OHIO 2014 401k membership
Total participants, beginning-of-year2014-01-01162
Total number of active participants reported on line 7a of the Form 55002014-01-01131
Number of other retired or separated participants entitled to future benefits2014-01-0152
Total of all active and inactive participants2014-01-01183
Total participants2014-01-01183
Number of participants with account balances2014-01-01183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-019
2013: 403(B) THRIFT PLAN OF GIRL SCOUTS OF WESTERN OHIO 2013 401k membership
Total participants, beginning-of-year2013-01-01179
Total number of active participants reported on line 7a of the Form 55002013-01-01131
Number of other retired or separated participants entitled to future benefits2013-01-0131
Total of all active and inactive participants2013-01-01162
Total participants2013-01-01162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0110
2012: 403(B) THRIFT PLAN OF GIRL SCOUTS OF WESTERN OHIO 2012 401k membership
Total participants, beginning-of-year2012-01-01197
Total number of active participants reported on line 7a of the Form 55002012-01-01147
Number of other retired or separated participants entitled to future benefits2012-01-0132
Total of all active and inactive participants2012-01-01179
Total participants2012-01-01179
Number of participants with account balances2012-01-01167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0111
2011: 403(B) THRIFT PLAN OF GIRL SCOUTS OF WESTERN OHIO 2011 401k membership
Total participants, beginning-of-year2011-01-01147
Total number of active participants reported on line 7a of the Form 55002011-01-01164
Number of other retired or separated participants entitled to future benefits2011-01-0133
Total of all active and inactive participants2011-01-01197
Total participants2011-01-01197
Number of participants with account balances2011-01-01157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-012
2009: 403(B) THRIFT PLAN OF GIRL SCOUTS OF WESTERN OHIO 2009 401k membership
Total participants, beginning-of-year2009-01-01169
Total number of active participants reported on line 7a of the Form 55002009-01-01178
Total of all active and inactive participants2009-01-01178
Total participants2009-01-01178
Number of participants with account balances2009-01-0167

Financial Data on 403(B) THRIFT PLAN OF GIRL SCOUTS OF WESTERN OHIO

Measure Date Value
2020 : 403(B) THRIFT PLAN OF GIRL SCOUTS OF WESTERN OHIO 2020 401k financial data
Total transfer of assets to this plan2020-01-31$0
Total transfer of assets from this plan2020-01-31$0
Total income from all sources (including contributions)2020-01-31$-13,517
Total of all expenses incurred2020-01-31$4,182,143
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-01-31$4,182,013
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-01-31$0
Value of total assets at end of year2020-01-31$0
Value of total assets at beginning of year2020-01-31$4,195,660
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-01-31$130
Total interest from all sources2020-01-31$460
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-01-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2020-01-31$0
Was this plan covered by a fidelity bond2020-01-31Yes
Value of fidelity bond cover2020-01-31$500,000
If this is an individual account plan, was there a blackout period2020-01-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-01-31$0
Were there any nonexempt tranactions with any party-in-interest2020-01-31No
Contributions received from participants2020-01-31$0
Administrative expenses (other) incurred2020-01-31$130
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-01-31No
Value of net income/loss2020-01-31$-4,195,660
Value of net assets at end of year (total assets less liabilities)2020-01-31$0
Value of net assets at beginning of year (total assets less liabilities)2020-01-31$4,195,660
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-01-31No
Were any leases to which the plan was party in default or uncollectible2020-01-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-01-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-01-31$3,625,532
Interest earned on other investments2020-01-31$460
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-01-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-01-31$565,843
Expenses. Payments to insurance carriers foe the provision of benefits2020-01-31$0
Net investment gain or loss from common/collective trusts2020-01-31$-13,977
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-01-31No
Was there a failure to transmit to the plan any participant contributions2020-01-31Yes
Has the plan failed to provide any benefit when due under the plan2020-01-31No
Contributions received in cash from employer2020-01-31$0
Employer contributions (assets) at end of year2020-01-31$0
Employer contributions (assets) at beginning of year2020-01-31$4,285
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-01-31$4,182,013
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-01-31No
Did the plan have assets held for investment2020-01-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-01-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-01-31No
Opinion of an independent qualified public accountant for this plan2020-01-31Disclaimer
Accountancy firm name2020-01-31BARNES DENNIG & CO.
Accountancy firm EIN2020-01-31311119890
2019 : 403(B) THRIFT PLAN OF GIRL SCOUTS OF WESTERN OHIO 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$1,155,890
Total of all expenses incurred2019-12-31$213,397
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$211,934
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$507,993
Value of total assets at end of year2019-12-31$4,195,660
Value of total assets at beginning of year2019-12-31$3,253,167
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$1,463
Total interest from all sources2019-12-31$12,269
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2019-12-31$0
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$265,160
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$9,410
Administrative expenses (other) incurred2019-12-31$1,463
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$942,493
Value of net assets at end of year (total assets less liabilities)2019-12-31$4,195,660
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$3,253,167
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$3,625,532
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$2,727,672
Interest earned on other investments2019-12-31$12,269
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$565,843
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$506,625
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Net investment gain or loss from common/collective trusts2019-12-31$635,628
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$242,833
Employer contributions (assets) at end of year2019-12-31$4,285
Employer contributions (assets) at beginning of year2019-12-31$9,460
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$211,934
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BARNES DENNIG & CO.
Accountancy firm EIN2019-12-31311119890
2018 : 403(B) THRIFT PLAN OF GIRL SCOUTS OF WESTERN OHIO 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$286,933
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$153,795
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$152,610
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$493,016
Value of total assets at end of year2018-12-31$3,253,167
Value of total assets at beginning of year2018-12-31$3,120,029
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$1,185
Total interest from all sources2018-12-31$4,927
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$219,400
Participant contributions at end of year2018-12-31$9,410
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$52,930
Administrative expenses (other) incurred2018-12-31$1,185
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$133,138
Value of net assets at end of year (total assets less liabilities)2018-12-31$3,253,167
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$3,120,029
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$2,727,672
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$2,632,858
Interest earned on other investments2018-12-31$4,927
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$506,625
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$487,171
Net investment gain/loss from pooled separate accounts2018-12-31$-211,010
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$220,686
Employer contributions (assets) at end of year2018-12-31$9,460
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$152,610
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31CLARK, SCHAEFER, HACKETT & CO.
Accountancy firm EIN2018-12-31310800053
2017 : 403(B) THRIFT PLAN OF GIRL SCOUTS OF WESTERN OHIO 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$785,885
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$406,290
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$405,266
Expenses. Certain deemed distributions of participant loans2017-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$412,107
Value of total assets at end of year2017-12-31$3,120,029
Value of total assets at beginning of year2017-12-31$2,740,434
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$1,024
Total interest from all sources2017-12-31$4,449
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$192,716
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$12,429
Other income not declared elsewhere2017-12-31$0
Administrative expenses (other) incurred2017-12-31$1,024
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$379,595
Value of net assets at end of year (total assets less liabilities)2017-12-31$3,120,029
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$2,740,434
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$2,632,858
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$2,328,497
Interest on participant loans2017-12-31$0
Interest earned on other investments2017-12-31$4,449
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$487,171
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$411,937
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$0
Net investment gain/loss from pooled separate accounts2017-12-31$369,329
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$206,962
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$405,266
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31CLARK, SCHAEFER, HACKETT & CO.
Accountancy firm EIN2017-12-31310800053
2016 : 403(B) THRIFT PLAN OF GIRL SCOUTS OF WESTERN OHIO 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$550,445
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$478,056
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$477,004
Expenses. Certain deemed distributions of participant loans2016-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$361,522
Value of total assets at end of year2016-12-31$2,740,434
Value of total assets at beginning of year2016-12-31$2,668,045
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$1,052
Total interest from all sources2016-12-31$4,803
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$174,502
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$842
Administrative expenses (other) incurred2016-12-31$1,052
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$72,389
Value of net assets at end of year (total assets less liabilities)2016-12-31$2,740,434
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$2,668,045
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$2,328,497
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$2,159,613
Interest on participant loans2016-12-31$0
Interest earned on other investments2016-12-31$4,803
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$411,937
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$508,432
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$0
Net investment gain/loss from pooled separate accounts2016-12-31$184,120
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$186,178
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$477,004
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31CLARK SCHAEFER HACKETT & COMPANY
Accountancy firm EIN2016-12-31310800053
2015 : 403(B) THRIFT PLAN OF GIRL SCOUTS OF WESTERN OHIO 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$401,753
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$106,721
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$105,731
Expenses. Certain deemed distributions of participant loans2015-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$415,708
Value of total assets at end of year2015-12-31$2,668,045
Value of total assets at beginning of year2015-12-31$2,373,013
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$990
Total interest from all sources2015-12-31$4,666
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$203,810
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$0
Administrative expenses (other) incurred2015-12-31$990
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$295,032
Value of net assets at end of year (total assets less liabilities)2015-12-31$2,668,045
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$2,373,013
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$2,159,613
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$1,926,084
Interest on participant loans2015-12-31$0
Interest earned on other investments2015-12-31$4,666
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$508,432
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$446,929
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$0
Net investment gain/loss from pooled separate accounts2015-12-31$-18,621
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$211,898
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$105,731
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31CLARK SCHAEFER HACKETT & CO.
Accountancy firm EIN2015-12-31310800053
2014 : 403(B) THRIFT PLAN OF GIRL SCOUTS OF WESTERN OHIO 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$616,533
Total of all expenses incurred2014-12-31$91,116
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$90,773
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$500,390
Value of total assets at end of year2014-12-31$2,373,013
Value of total assets at beginning of year2014-12-31$1,847,596
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$343
Total interest from all sources2014-12-31$4,063
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2014-12-310
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Minimum employer required contribution for this plan year2014-12-31$0
Amount contributed by the employer to the plan for this plan year2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$193,043
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$97,775
Administrative expenses (other) incurred2014-12-31$343
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$525,417
Value of net assets at end of year (total assets less liabilities)2014-12-31$2,373,013
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$1,847,596
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in pooled separate accounts at end of year2014-12-31$1,926,084
Value of interest in pooled separate accounts at beginning of year2014-12-31$1,469,425
Interest earned on other investments2014-12-31$4,063
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$446,929
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$378,171
Net investment gain/loss from pooled separate accounts2014-12-31$112,080
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$209,572
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$90,773
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31BKD, LLP
Accountancy firm EIN2014-12-31440160260
2013 : 403(B) THRIFT PLAN OF GIRL SCOUTS OF WESTERN OHIO 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$637,376
Total of all expenses incurred2013-12-31$248,030
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$247,530
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$379,558
Value of total assets at end of year2013-12-31$1,847,596
Value of total assets at beginning of year2013-12-31$1,458,250
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$500
Total interest from all sources2013-12-31$4,345
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2013-12-310
Minimum employer required contribution for this plan year2013-12-31$0
Amount contributed by the employer to the plan for this plan year2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$169,093
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$2,825
Administrative expenses (other) incurred2013-12-31$500
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$389,346
Value of net assets at end of year (total assets less liabilities)2013-12-31$1,847,596
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,458,250
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in pooled separate accounts at end of year2013-12-31$1,469,425
Value of interest in pooled separate accounts at beginning of year2013-12-31$1,055,541
Interest earned on other investments2013-12-31$4,345
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$378,171
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$402,709
Net investment gain/loss from pooled separate accounts2013-12-31$253,473
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$207,640
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$247,530
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31BKD, LLP
Accountancy firm EIN2013-12-31440160260
2012 : 403(B) THRIFT PLAN OF GIRL SCOUTS OF WESTERN OHIO 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$542,208
Total of all expenses incurred2012-12-31$156,268
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$155,917
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$443,924
Value of total assets at end of year2012-12-31$1,458,250
Value of total assets at beginning of year2012-12-31$1,072,310
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$351
Total interest from all sources2012-12-31$6,319
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2012-12-310
Minimum employer required contribution for this plan year2012-12-31$0
Amount contributed by the employer to the plan for this plan year2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$182,582
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$53,025
Administrative expenses (other) incurred2012-12-31$351
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$385,940
Value of net assets at end of year (total assets less liabilities)2012-12-31$1,458,250
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$1,072,310
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$1,055,541
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$682,724
Interest earned on other investments2012-12-31$6,319
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$402,709
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$389,586
Net investment gain/loss from pooled separate accounts2012-12-31$91,965
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$208,317
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$155,917
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31BKD, LLP
Accountancy firm EIN2012-12-31440160260
2011 : 403(B) THRIFT PLAN OF GIRL SCOUTS OF WESTERN OHIO 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$488,151
Total of all expenses incurred2011-12-31$123,044
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$123,044
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$499,184
Value of total assets at end of year2011-12-31$1,072,310
Value of total assets at beginning of year2011-12-31$707,203
Total interest from all sources2011-12-31$6,082
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Minimum employer required contribution for this plan year2011-12-31$0
Amount contributed by the employer to the plan for this plan year2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$213,196
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$73,593
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$365,107
Value of net assets at end of year (total assets less liabilities)2011-12-31$1,072,310
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$707,203
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$682,724
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$485,290
Interest earned on other investments2011-12-31$6,082
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$389,586
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$221,913
Net investment gain/loss from pooled separate accounts2011-12-31$-17,115
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$212,395
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$123,044
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31BKD, LLP
Accountancy firm EIN2011-12-31440160260
2010 : 403(B) THRIFT PLAN OF GIRL SCOUTS OF WESTERN OHIO 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$55,370
Total unrealized appreciation/depreciation of assets2010-12-31$55,370
Total income from all sources (including contributions)2010-12-31$270,565
Total of all expenses incurred2010-12-31$101,660
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$101,660
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$210,360
Value of total assets at end of year2010-12-31$707,203
Value of total assets at beginning of year2010-12-31$538,298
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$148,762
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$168,905
Value of net assets at end of year (total assets less liabilities)2010-12-31$707,203
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$538,298
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$707,203
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$538,298
Net investment gain/loss from pooled separate accounts2010-12-31$4,835
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$61,598
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$101,660
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31BKD, LLP
Accountancy firm EIN2010-12-31440160260

Form 5500 Responses for 403(B) THRIFT PLAN OF GIRL SCOUTS OF WESTERN OHIO

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

Insurance Providers Used on plan

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number069228A
Policy instance 1
Insurance contract or identification number069228A
Number of Individuals Covered0
Insurance policy start date2020-01-01
Insurance policy end date2020-01-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $2,539
Contracts With Unallocated Funds Deposit Administration1
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 fees2539
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 number069228A
Policy instance 1
Insurance contract or identification number069228A
Number of Individuals Covered237
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $3,145
Contracts With Unallocated Funds Deposit Administration1
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 fees3145
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 number069228A
Policy instance 1
Insurance contract or identification number069228A
Number of Individuals Covered223
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $606
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 fees606
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP PROGRAM
Insurance broker organization code?3
Insurance broker nameCINCINNATI REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number069228A
Policy instance 1
Insurance contract or identification number069228A
Number of Individuals Covered193
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 $497
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 fees497
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker nameCINCINNATI REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number069228-A
Policy instance 1
Insurance contract or identification number069228-A
Number of Individuals Covered183
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of fees paid to insurance companyUSD $525
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees525
Additional information about fees paid to insurance brokerCOMPENSATION
Insurance broker organization code?3
Insurance broker nameCINCINNATI REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number069228-A
Policy instance 1
Insurance contract or identification number069228-A
Number of Individuals Covered162
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of fees paid to insurance companyUSD $397
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees397
Additional information about fees paid to insurance brokerCOMPENSATION
Insurance broker organization code?3
Insurance broker nameCINCINNATI REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number069228-A
Policy instance 1
Insurance contract or identification number069228-A
Number of Individuals Covered158
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of fees paid to insurance companyUSD $444
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees229
Additional information about fees paid to insurance brokerCOMPENSATION
Insurance broker organization code?3
Insurance broker nameJASON PINSON
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number069228-A
Policy instance 1
Insurance contract or identification number069228-A
Number of Individuals Covered157
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of fees paid to insurance companyUSD $222
Contracts With Unallocated Funds Deposit Administration1
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 number069228-A
Policy instance 1
Insurance contract or identification number069228-A
Number of Individuals Covered147
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 $242
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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