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403(B) THRIFT PLAN FOR EMPLOYEES OF THE COMMUNITY ACTION COMMISSION OF ERIE, HURON & RICHLAND COUNTIES, INC. 401k Plan overview

Plan Name403(B) THRIFT PLAN FOR EMPLOYEES OF THE COMMUNITY ACTION COMMISSION OF ERIE, HURON & RICHLAND COUNTIES, INC.
Plan identification number 001

403(B) THRIFT PLAN FOR EMPLOYEES OF THE COMMUNITY ACTION COMMISSION OF ERIE, HURON & RICHLAND COUNTIES, INC. Benefits

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

401k Sponsoring company profile

CAC OF ERIE, HURON & RICHLAND COUNTIES, INC. has sponsored the creation of one or more 401k plans.

Company Name:CAC OF ERIE, HURON & RICHLAND COUNTIES, INC.
Employer identification number (EIN):341001269
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 403(B) THRIFT PLAN FOR EMPLOYEES OF THE COMMUNITY ACTION COMMISSION OF ERIE, HURON & RICHLAND COUNTIES, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01SONJA NUBY2023-10-16
0012021-01-01JANICE W. WARNER2023-10-20
0012020-01-01
0012020-01-01JANICE W. WARNER2022-10-03
0012019-01-01
0012018-01-01
0012017-01-01SONJA NUBY
0012016-01-01JEANETTE COLBERT
0012015-01-01JEANETTE COLBERT
0012014-01-01JEANETTE COLBERT
0012013-01-01JEANETTE COLBERT
0012012-01-01JEANETTE COLBERT
0012011-01-01JEANETTE COLBERT
0012010-01-01JEAANETTE COLBERT
0012009-01-01JANICE WARNER

Plan Statistics for 403(B) THRIFT PLAN FOR EMPLOYEES OF THE COMMUNITY ACTION COMMISSION OF ERIE, HURON & RICHLAND COUNTIES, INC.

401k plan membership statisitcs for 403(B) THRIFT PLAN FOR EMPLOYEES OF THE COMMUNITY ACTION COMMISSION OF ERIE, HURON & RICHLAND COUNTIES, INC.

Measure Date Value
2021: 403(B) THRIFT PLAN FOR EMPLOYEES OF THE COMMUNITY ACTION COMMISSION OF ERIE, HURON & RICHLAND COUNTIES, INC. 2021 401k membership
Total participants, beginning-of-year2021-01-01102
Total number of active participants reported on line 7a of the Form 55002021-01-0166
Number of other retired or separated participants entitled to future benefits2021-01-0165
Total of all active and inactive participants2021-01-01131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-01132
Number of participants with account balances2021-01-01118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-012
2020: 403(B) THRIFT PLAN FOR EMPLOYEES OF THE COMMUNITY ACTION COMMISSION OF ERIE, HURON & RICHLAND COUNTIES, INC. 2020 401k membership
Total participants, beginning-of-year2020-01-010
Total number of active participants reported on line 7a of the Form 55002020-01-0170
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-0170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-0171
Number of participants with account balances2020-01-0168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-011
2019: 403(B) THRIFT PLAN FOR EMPLOYEES OF THE COMMUNITY ACTION COMMISSION OF ERIE, HURON & RICHLAND COUNTIES, INC. 2019 401k membership
Total participants, beginning-of-year2019-01-01121
Total number of active participants reported on line 7a of the Form 55002019-01-0177
Number of retired or separated participants receiving benefits2019-01-014
Number of other retired or separated participants entitled to future benefits2019-01-0138
Total of all active and inactive participants2019-01-01119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01119
Number of participants with account balances2019-01-01101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: 403(B) THRIFT PLAN FOR EMPLOYEES OF THE COMMUNITY ACTION COMMISSION OF ERIE, HURON & RICHLAND COUNTIES, INC. 2018 401k membership
Total participants, beginning-of-year2018-01-01116
Total number of active participants reported on line 7a of the Form 55002018-01-0177
Number of retired or separated participants receiving benefits2018-01-0113
Number of other retired or separated participants entitled to future benefits2018-01-0134
Total of all active and inactive participants2018-01-01124
Total participants2018-01-01124
Number of participants with account balances2018-01-01107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: 403(B) THRIFT PLAN FOR EMPLOYEES OF THE COMMUNITY ACTION COMMISSION OF ERIE, HURON & RICHLAND COUNTIES, INC. 2017 401k membership
Total participants, beginning-of-year2017-01-01112
Total number of active participants reported on line 7a of the Form 55002017-01-0179
Number of retired or separated participants receiving benefits2017-01-016
Number of other retired or separated participants entitled to future benefits2017-01-0134
Total of all active and inactive participants2017-01-01119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01119
Number of participants with account balances2017-01-01104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: 403(B) THRIFT PLAN FOR EMPLOYEES OF THE COMMUNITY ACTION COMMISSION OF ERIE, HURON & RICHLAND COUNTIES, INC. 2016 401k membership
Total participants, beginning-of-year2016-01-01112
Total number of active participants reported on line 7a of the Form 55002016-01-0178
Number of retired or separated participants receiving benefits2016-01-012
Number of other retired or separated participants entitled to future benefits2016-01-0131
Total of all active and inactive participants2016-01-01111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01111
Number of participants with account balances2016-01-01101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: 403(B) THRIFT PLAN FOR EMPLOYEES OF THE COMMUNITY ACTION COMMISSION OF ERIE, HURON & RICHLAND COUNTIES, INC. 2015 401k membership
Total participants, beginning-of-year2015-01-01109
Total number of active participants reported on line 7a of the Form 55002015-01-0182
Number of retired or separated participants receiving benefits2015-01-015
Number of other retired or separated participants entitled to future benefits2015-01-0129
Total of all active and inactive participants2015-01-01116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01116
Number of participants with account balances2015-01-0194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: 403(B) THRIFT PLAN FOR EMPLOYEES OF THE COMMUNITY ACTION COMMISSION OF ERIE, HURON & RICHLAND COUNTIES, INC. 2014 401k membership
Total participants, beginning-of-year2014-01-01116
Total number of active participants reported on line 7a of the Form 55002014-01-0174
Number of retired or separated participants receiving benefits2014-01-014
Number of other retired or separated participants entitled to future benefits2014-01-0129
Total of all active and inactive participants2014-01-01107
Total participants2014-01-01107
Number of participants with account balances2014-01-0196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: 403(B) THRIFT PLAN FOR EMPLOYEES OF THE COMMUNITY ACTION COMMISSION OF ERIE, HURON & RICHLAND COUNTIES, INC. 2013 401k membership
Total participants, beginning-of-year2013-01-01116
Total number of active participants reported on line 7a of the Form 55002013-01-0181
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0135
Total of all active and inactive participants2013-01-01116
Total participants2013-01-01116
Number of participants with account balances2013-01-01105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: 403(B) THRIFT PLAN FOR EMPLOYEES OF THE COMMUNITY ACTION COMMISSION OF ERIE, HURON & RICHLAND COUNTIES, INC. 2012 401k membership
Total participants, beginning-of-year2012-01-01121
Total number of active participants reported on line 7a of the Form 55002012-01-0186
Number of retired or separated participants receiving benefits2012-01-011
Number of other retired or separated participants entitled to future benefits2012-01-0129
Total of all active and inactive participants2012-01-01116
Total participants2012-01-01116
Number of participants with account balances2012-01-01101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: 403(B) THRIFT PLAN FOR EMPLOYEES OF THE COMMUNITY ACTION COMMISSION OF ERIE, HURON & RICHLAND COUNTIES, INC. 2011 401k membership
Total participants, beginning-of-year2011-01-01147
Total number of active participants reported on line 7a of the Form 55002011-01-0195
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0127
Total of all active and inactive participants2011-01-01122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01122
Number of participants with account balances2011-01-01114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: 403(B) THRIFT PLAN FOR EMPLOYEES OF THE COMMUNITY ACTION COMMISSION OF ERIE, HURON & RICHLAND COUNTIES, INC. 2010 401k membership
Total participants, beginning-of-year2010-01-01143
Total number of active participants reported on line 7a of the Form 55002010-01-0192
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0157
Total of all active and inactive participants2010-01-01149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01149
Number of participants with account balances2010-01-01131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: 403(B) THRIFT PLAN FOR EMPLOYEES OF THE COMMUNITY ACTION COMMISSION OF ERIE, HURON & RICHLAND COUNTIES, INC. 2009 401k membership
Total participants, beginning-of-year2009-01-0171
Total number of active participants reported on line 7a of the Form 55002009-01-0180
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-0180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0180
Number of participants with account balances2009-01-0171
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on 403(B) THRIFT PLAN FOR EMPLOYEES OF THE COMMUNITY ACTION COMMISSION OF ERIE, HURON & RICHLAND COUNTIES, INC.

Measure Date Value
2021 : 403(B) THRIFT PLAN FOR EMPLOYEES OF THE COMMUNITY ACTION COMMISSION OF ERIE, HURON & RICHLAND COUNTIES, INC. 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$188,359
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$4,968
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$4,655
Expenses. Certain deemed distributions of participant loans2021-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$150,657
Value of total assets at end of year2021-12-31$456,863
Value of total assets at beginning of year2021-12-31$273,472
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$313
Total interest from all sources2021-12-31$603
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$106,642
Participant contributions at end of year2021-12-31$2,174
Participant contributions at beginning of year2021-12-31$3,962
Participant contributions at end of year2021-12-31$106,642
Participant contributions at beginning of year2021-12-31$16,830
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$3,845
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$3,845
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$0
Other income not declared elsewhere2021-12-31$0
Administrative expenses (other) incurred2021-12-31$313
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$183,391
Value of net assets at end of year (total assets less liabilities)2021-12-31$456,863
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$273,472
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$235,068
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$0
Interest on participant loans2021-12-31$0
Interest earned on other investments2021-12-31$603
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$68,964
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$237,306
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$0
Net investment gain/loss from pooled separate accounts2021-12-31$37,099
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$40,170
Employer contributions (assets) at end of year2021-12-31$40,170
Employer contributions (assets) at beginning of year2021-12-31$15,374
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$4,655
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31BARNES WENDLING CPAS, INC.
Accountancy firm EIN2021-12-31341463411
2020 : 403(B) THRIFT PLAN FOR EMPLOYEES OF THE COMMUNITY ACTION COMMISSION OF ERIE, HURON & RICHLAND COUNTIES, INC. 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$285,374
Total of all expenses incurred2020-12-31$11,902
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$11,810
Expenses. Certain deemed distributions of participant loans2020-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$261,593
Value of total assets at end of year2020-12-31$273,472
Value of total assets at beginning of year2020-12-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$92
Total interest from all sources2020-12-31$348
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31No
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$73,628
Participant contributions at end of year2020-12-31$3,962
Participant contributions at beginning of year2020-12-31$18,855
Participant contributions at end of year2020-12-31$16,830
Participant contributions at beginning of year2020-12-31$394
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$175,038
Other income not declared elsewhere2020-12-31$0
Administrative expenses (other) incurred2020-12-31$92
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$273,472
Value of net assets at end of year (total assets less liabilities)2020-12-31$273,472
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$226,165
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$0
Interest on participant loans2020-12-31$0
Interest earned on other investments2020-12-31$348
Value of interest in common/collective trusts at beginning of year2020-12-31$556,142
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$47,307
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Net investment gain/loss from pooled separate accounts2020-12-31$23,433
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$12,927
Employer contributions (assets) at end of year2020-12-31$15,374
Employer contributions (assets) at beginning of year2020-12-31$3,148
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$11,810
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31BARNES WENDLING CPAS, INC.
Accountancy firm EIN2020-12-31341463411
2019 : 403(B) THRIFT PLAN FOR EMPLOYEES OF THE COMMUNITY ACTION COMMISSION OF ERIE, HURON & RICHLAND COUNTIES, INC. 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$254,338
Total income from all sources (including contributions)2019-12-31$254,338
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$59,995
Total of all expenses incurred2019-12-31$59,995
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$58,655
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$58,655
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$130,420
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$130,420
Value of total assets at end of year2019-12-31$1,034,280
Value of total assets at end of year2019-12-31$1,034,280
Value of total assets at beginning of year2019-12-31$839,937
Value of total assets at beginning of year2019-12-31$839,937
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$1,340
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$1,340
Total interest from all sources2019-12-31$4,337
Total interest from all sources2019-12-31$4,337
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$100,000
Value of fidelity bond cover2019-12-31$100,000
If this is an individual account plan, was there a blackout period2019-12-31No
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
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$54,074
Contributions received from participants2019-12-31$54,074
Participant contributions at end of year2019-12-31$18,855
Participant contributions at end of year2019-12-31$18,855
Participant contributions at beginning of year2019-12-31$16,238
Participant contributions at beginning of year2019-12-31$16,238
Participant contributions at end of year2019-12-31$394
Participant contributions at end of year2019-12-31$394
Participant contributions at beginning of year2019-12-31$1,986
Participant contributions at beginning of year2019-12-31$1,986
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$38,000
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$38,000
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
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$194,343
Value of net income/loss2019-12-31$194,343
Value of net assets at end of year (total assets less liabilities)2019-12-31$1,034,280
Value of net assets at end of year (total assets less liabilities)2019-12-31$1,034,280
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$839,937
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$839,937
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
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 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
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in pooled separate accounts at end of year2019-12-31$556,142
Value of interest in pooled separate accounts at end of year2019-12-31$556,142
Value of interest in pooled separate accounts at beginning of year2019-12-31$419,357
Value of interest in pooled separate accounts at beginning of year2019-12-31$419,357
Interest on participant loans2019-12-31$4,337
Interest on participant loans2019-12-31$4,337
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$455,741
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$455,741
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$397,677
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$397,677
Net investment gain/loss from pooled separate accounts2019-12-31$119,581
Net investment gain/loss from pooled separate accounts2019-12-31$119,581
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
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
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$38,346
Contributions received in cash from employer2019-12-31$38,346
Employer contributions (assets) at end of year2019-12-31$3,148
Employer contributions (assets) at end of year2019-12-31$3,148
Employer contributions (assets) at beginning of year2019-12-31$4,679
Employer contributions (assets) at beginning of year2019-12-31$4,679
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$58,655
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$58,655
Contract administrator fees2019-12-31$1,340
Contract administrator fees2019-12-31$1,340
Did the plan have assets held for investment2019-12-31Yes
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
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
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
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31RAYNER, FOOS, KRUSE & IRWIN
Accountancy firm name2019-12-31RAYNER, FOOS, KRUSE & IRWIN
Accountancy firm EIN2019-12-31341750347
Accountancy firm EIN2019-12-31341750347
2018 : 403(B) THRIFT PLAN FOR EMPLOYEES OF THE COMMUNITY ACTION COMMISSION OF ERIE, HURON & RICHLAND COUNTIES, INC. 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$83,047
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$215,535
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$214,290
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$91,597
Value of total assets at end of year2018-12-31$839,937
Value of total assets at beginning of year2018-12-31$972,425
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$1,245
Total interest from all sources2018-12-31$84
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$100,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$49,692
Participant contributions at end of year2018-12-31$16,238
Participant contributions at beginning of year2018-12-31$9,161
Participant contributions at end of year2018-12-31$1,986
Participant contributions at beginning of year2018-12-31$3,804
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-132,488
Value of net assets at end of year (total assets less liabilities)2018-12-31$839,937
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$972,425
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
Investment advisory and management fees2018-12-31$1,245
Value of interest in pooled separate accounts at end of year2018-12-31$419,357
Value of interest in pooled separate accounts at beginning of year2018-12-31$521,851
Interest on participant loans2018-12-31$84
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$397,677
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$433,692
Net investment gain or loss from common/collective trusts2018-12-31$-8,634
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$41,905
Employer contributions (assets) at end of year2018-12-31$4,679
Employer contributions (assets) at beginning of year2018-12-31$3,917
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$214,290
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 name2018-12-31RAYNER, FOOS, KRUSE & IRWIN
Accountancy firm EIN2018-12-31341750347
2017 : 403(B) THRIFT PLAN FOR EMPLOYEES OF THE COMMUNITY ACTION COMMISSION OF ERIE, HURON & RICHLAND COUNTIES, INC. 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$176,556
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$105,370
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$103,655
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$88,400
Value of total assets at end of year2017-12-31$972,425
Value of total assets at beginning of year2017-12-31$901,239
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$1,715
Total interest from all sources2017-12-31$3
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$100,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$40,560
Participant contributions at end of year2017-12-31$9,161
Participant contributions at beginning of year2017-12-31$9,434
Participant contributions at end of year2017-12-31$3,804
Participant contributions at beginning of year2017-12-31$3,249
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$8,689
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$71,186
Value of net assets at end of year (total assets less liabilities)2017-12-31$972,425
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$901,239
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
Investment advisory and management fees2017-12-31$1,590
Value of interest in pooled separate accounts at end of year2017-12-31$521,851
Value of interest in pooled separate accounts at beginning of year2017-12-31$475,447
Interest on participant loans2017-12-31$3
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$433,692
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$409,368
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$88,153
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$39,151
Employer contributions (assets) at end of year2017-12-31$3,917
Employer contributions (assets) at beginning of year2017-12-31$3,741
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$103,655
Contract administrator fees2017-12-31$125
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 name2017-12-31RAYNER, FOOS, KRUSE & IRWIN
Accountancy firm EIN2017-12-31341750347
2016 : 403(B) THRIFT PLAN FOR EMPLOYEES OF THE COMMUNITY ACTION COMMISSION OF ERIE, HURON & RICHLAND COUNTIES, INC. 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$135,990
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$62,134
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$59,974
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$86,871
Value of total assets at end of year2016-12-31$901,239
Value of total assets at beginning of year2016-12-31$827,383
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$2,160
Total interest from all sources2016-12-31$-60
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$100,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$35,962
Participant contributions at end of year2016-12-31$9,434
Participant contributions at beginning of year2016-12-31$9,813
Participant contributions at end of year2016-12-31$3,249
Participant contributions at beginning of year2016-12-31$130
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$13,477
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
Income. Non cash contributions2016-12-31$0
Value of net income/loss2016-12-31$73,856
Value of net assets at end of year (total assets less liabilities)2016-12-31$901,239
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$827,383
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 pooled separate accounts at end of year2016-12-31$475,447
Value of interest in pooled separate accounts at beginning of year2016-12-31$440,455
Interest on participant loans2016-12-31$21
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$-81
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$409,368
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$376,475
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$49,179
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$37,432
Employer contributions (assets) at end of year2016-12-31$3,741
Employer contributions (assets) at beginning of year2016-12-31$510
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$59,974
Contract administrator fees2016-12-31$2,160
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 name2016-12-31RAYNER, FOOS, KRUSE & IRWIN
Accountancy firm EIN2016-12-31341750347
2015 : 403(B) THRIFT PLAN FOR EMPLOYEES OF THE COMMUNITY ACTION COMMISSION OF ERIE, HURON & RICHLAND COUNTIES, INC. 2015 401k financial data
Unrealized appreciation/depreciation of real estate assets2015-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$0
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$0
Total transfer of assets from this plan2015-12-31$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
Expenses. Interest paid2015-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022015-12-31$0
Total income from all sources (including contributions)2015-12-31$95,396
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$123,682
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$121,147
Value of total corrective distributions2015-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$82,601
Value of total assets at end of year2015-12-31$827,383
Value of total assets at beginning of year2015-12-31$855,669
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$2,535
Total income from rents2015-12-31$0
Total interest from all sources2015-12-31$5,406
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
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$0
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$100,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$33,820
Participant contributions at end of year2015-12-31$9,813
Participant contributions at beginning of year2015-12-31$17,467
Participant contributions at end of year2015-12-31$130
Participant contributions at beginning of year2015-12-31$111
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$14,364
Other income not declared elsewhere2015-12-31$0
Administrative expenses (other) incurred2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-28,286
Value of net assets at end of year (total assets less liabilities)2015-12-31$827,383
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$855,669
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
Investment advisory and management fees2015-12-31$175
Value of interest in pooled separate accounts at end of year2015-12-31$440,455
Value of interest in pooled separate accounts at beginning of year2015-12-31$484,748
Interest on participant loans2015-12-31$59
Income. Interest from loans (other than to participants)2015-12-31$0
Interest earned on other investments2015-12-31$5,462
Income. Interest from US Government securities2015-12-31$0
Income. Interest from corporate debt instruments2015-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$-115
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$376,475
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$352,738
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$7,389
Net investment gain/loss from pooled separate accounts2015-12-31$0
Net investment gain or loss from common/collective trusts2015-12-31$0
Net gain/loss from 103.12 investment entities2015-12-31$0
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$34,417
Employer contributions (assets) at end of year2015-12-31$510
Employer contributions (assets) at beginning of year2015-12-31$605
Income. Dividends from preferred stock2015-12-31$0
Income. Dividends from common stock2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$121,147
Contract administrator fees2015-12-31$2,360
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
Aggregate proceeds on sale of assets2015-12-31$0
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 name2015-12-31RAYNER, FOOS, KRUSE & IRWIN
Accountancy firm EIN2015-12-31341750347
2014 : 403(B) THRIFT PLAN FOR EMPLOYEES OF THE COMMUNITY ACTION COMMISSION OF ERIE, HURON & RICHLAND COUNTIES, INC. 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$138,688
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$101,311
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$98,131
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$85,414
Value of total assets at end of year2014-12-31$855,669
Value of total assets at beginning of year2014-12-31$818,292
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$3,180
Total interest from all sources2014-12-31$192
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$644
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$100,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$34,340
Participant contributions at end of year2014-12-31$17,467
Participant contributions at beginning of year2014-12-31$15,320
Participant contributions at end of year2014-12-31$111
Participant contributions at beginning of year2014-12-31$2,805
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$13,000
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$37,377
Value of net assets at end of year (total assets less liabilities)2014-12-31$855,669
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$818,292
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$484,748
Value of interest in pooled separate accounts at beginning of year2014-12-31$454,079
Interest on participant loans2014-12-31$192
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$352,738
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$342,585
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$53,082
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$38,074
Employer contributions (assets) at end of year2014-12-31$605
Employer contributions (assets) at beginning of year2014-12-31$3,503
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$98,131
Contract administrator fees2014-12-31$2,536
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 name2014-12-31RAYNER, FOOS, KRUSE & IRWIN
Accountancy firm EIN2014-12-31341750347
2013 : 403(B) THRIFT PLAN FOR EMPLOYEES OF THE COMMUNITY ACTION COMMISSION OF ERIE, HURON & RICHLAND COUNTIES, INC. 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$184,455
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$94,654
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$92,179
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$79,710
Value of total assets at end of year2013-12-31$818,292
Value of total assets at beginning of year2013-12-31$728,491
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$2,475
Total interest from all sources2013-12-31$4,487
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
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$100,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$30,235
Participant contributions at end of year2013-12-31$15,320
Participant contributions at beginning of year2013-12-31$19,744
Participant contributions at end of year2013-12-31$2,805
Participant contributions at beginning of year2013-12-31$1,420
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$12,040
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$89,801
Value of net assets at end of year (total assets less liabilities)2013-12-31$818,292
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$728,491
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$454,079
Value of interest in pooled separate accounts at beginning of year2013-12-31$399,063
Interest on participant loans2013-12-31$4,487
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$342,585
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$306,505
Net investment gain or loss from common/collective trusts2013-12-31$100,258
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$37,435
Employer contributions (assets) at end of year2013-12-31$3,503
Employer contributions (assets) at beginning of year2013-12-31$1,759
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$92,179
Contract administrator fees2013-12-31$2,475
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 name2013-12-31RAYNER, FOOS, KRUSE & IRWIN
Accountancy firm EIN2013-12-31341750347
2012 : 403(B) THRIFT PLAN FOR EMPLOYEES OF THE COMMUNITY ACTION COMMISSION OF ERIE, HURON & RICHLAND COUNTIES, INC. 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$143,319
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$97,598
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$94,773
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$76,481
Value of total assets at end of year2012-12-31$728,491
Value of total assets at beginning of year2012-12-31$682,770
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$2,825
Total interest from all sources2012-12-31$13
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
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$100,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$35,127
Participant contributions at end of year2012-12-31$19,744
Participant contributions at beginning of year2012-12-31$20,628
Participant contributions at end of year2012-12-31$1,420
Participant contributions at beginning of year2012-12-31$1,480
Administrative expenses (other) incurred2012-12-31$1,355
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$45,721
Value of net assets at end of year (total assets less liabilities)2012-12-31$728,491
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$682,770
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 pooled separate accounts at end of year2012-12-31$399,063
Value of interest in pooled separate accounts at beginning of year2012-12-31$467,128
Interest on participant loans2012-12-31$13
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$306,505
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$191,363
Net investment gain or loss from common/collective trusts2012-12-31$66,825
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$41,354
Employer contributions (assets) at end of year2012-12-31$1,759
Employer contributions (assets) at beginning of year2012-12-31$2,171
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$94,773
Contract administrator fees2012-12-31$1,470
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 name2012-12-31RAYNER, FOOS, KRUSE & IRWIN
Accountancy firm EIN2012-12-31341750347
2011 : 403(B) THRIFT PLAN FOR EMPLOYEES OF THE COMMUNITY ACTION COMMISSION OF ERIE, HURON & RICHLAND COUNTIES, INC. 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$71,710
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$64,031
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$59,426
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$78,790
Value of total assets at end of year2011-12-31$682,770
Value of total assets at beginning of year2011-12-31$675,091
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$4,605
Total interest from all sources2011-12-31$619
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$1,680
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$32,672
Participant contributions at end of year2011-12-31$20,628
Participant contributions at beginning of year2011-12-31$24,365
Participant contributions at end of year2011-12-31$1,480
Participant contributions at beginning of year2011-12-31$1,348
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$6,708
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$7,679
Value of net assets at end of year (total assets less liabilities)2011-12-31$682,770
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$675,091
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
Investment advisory and management fees2011-12-31$2,925
Value of interest in pooled separate accounts at end of year2011-12-31$467,128
Value of interest in pooled separate accounts at beginning of year2011-12-31$475,833
Interest on participant loans2011-12-31$619
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$191,363
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$171,865
Net investment gain or loss from common/collective trusts2011-12-31$-7,699
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$39,410
Employer contributions (assets) at end of year2011-12-31$2,171
Employer contributions (assets) at beginning of year2011-12-31$1,680
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$59,426
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 name2011-12-31RAYNER, FOOS, KRUSE & IRWIN
Accountancy firm EIN2011-12-31341750347
2010 : 403(B) THRIFT PLAN FOR EMPLOYEES OF THE COMMUNITY ACTION COMMISSION OF ERIE, HURON & RICHLAND COUNTIES, INC. 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$134,202
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$21,467
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$18,707
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$68,674
Value of total assets at end of year2010-12-31$675,091
Value of total assets at beginning of year2010-12-31$562,356
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$2,760
Total interest from all sources2010-12-31$4,245
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$100,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$31,784
Participant contributions at end of year2010-12-31$24,365
Participant contributions at beginning of year2010-12-31$24,053
Participant contributions at end of year2010-12-31$1,348
Participant contributions at beginning of year2010-12-31$1,419
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$112,735
Value of net assets at end of year (total assets less liabilities)2010-12-31$675,091
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$562,356
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 pooled separate accounts at end of year2010-12-31$475,833
Value of interest in pooled separate accounts at beginning of year2010-12-31$379,273
Interest on participant loans2010-12-31$4,245
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$171,865
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$155,954
Net investment gain/loss from pooled separate accounts2010-12-31$61,283
Net investment gain or loss from common/collective trusts2010-12-31$0
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$36,890
Employer contributions (assets) at end of year2010-12-31$1,680
Employer contributions (assets) at beginning of year2010-12-31$1,657
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$18,707
Contract administrator fees2010-12-31$2,760
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 name2010-12-31RAYNER, FOOS, KRUSE & IRWIN
Accountancy firm EIN2010-12-31341750347
2009 : 403(B) THRIFT PLAN FOR EMPLOYEES OF THE COMMUNITY ACTION COMMISSION OF ERIE, HURON & RICHLAND COUNTIES, INC. 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for 403(B) THRIFT PLAN FOR EMPLOYEES OF THE COMMUNITY ACTION COMMISSION OF ERIE, HURON & RICHLAND COUNTIES, INC.

2021: 403(B) THRIFT PLAN FOR EMPLOYEES OF THE COMMUNITY ACTION COMMISSION OF ERIE, HURON & RICHLAND COUNTIES, INC. 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedYes
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan benefit arrangement – InsuranceYes
2020: 403(B) THRIFT PLAN FOR EMPLOYEES OF THE COMMUNITY ACTION COMMISSION OF ERIE, HURON & RICHLAND COUNTIES, INC. 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
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 planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan benefit arrangement – InsuranceYes
2019: 403(B) THRIFT PLAN FOR EMPLOYEES OF THE COMMUNITY ACTION COMMISSION OF ERIE, HURON & RICHLAND COUNTIES, INC. 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final 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 planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan benefit arrangement – InsuranceYes
2018: 403(B) THRIFT PLAN FOR EMPLOYEES OF THE COMMUNITY ACTION COMMISSION OF ERIE, HURON & RICHLAND COUNTIES, INC. 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 FOR EMPLOYEES OF THE COMMUNITY ACTION COMMISSION OF ERIE, HURON & RICHLAND COUNTIES, INC. 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 FOR EMPLOYEES OF THE COMMUNITY ACTION COMMISSION OF ERIE, HURON & RICHLAND COUNTIES, INC. 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 FOR EMPLOYEES OF THE COMMUNITY ACTION COMMISSION OF ERIE, HURON & RICHLAND COUNTIES, INC. 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 FOR EMPLOYEES OF THE COMMUNITY ACTION COMMISSION OF ERIE, HURON & RICHLAND COUNTIES, INC. 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan benefit arrangement – InsuranceYes
2013: 403(B) THRIFT PLAN FOR EMPLOYEES OF THE COMMUNITY ACTION COMMISSION OF ERIE, HURON & RICHLAND COUNTIES, INC. 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: 403(B) THRIFT PLAN FOR EMPLOYEES OF THE COMMUNITY ACTION COMMISSION OF ERIE, HURON & RICHLAND COUNTIES, INC. 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: 403(B) THRIFT PLAN FOR EMPLOYEES OF THE COMMUNITY ACTION COMMISSION OF ERIE, HURON & RICHLAND COUNTIES, INC. 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan benefit arrangement – InsuranceYes
2010: 403(B) THRIFT PLAN FOR EMPLOYEES OF THE COMMUNITY ACTION COMMISSION OF ERIE, HURON & RICHLAND COUNTIES, INC. 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
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 planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan benefit arrangement – InsuranceYes
2009: 403(B) THRIFT PLAN FOR EMPLOYEES OF THE COMMUNITY ACTION COMMISSION OF ERIE, HURON & RICHLAND COUNTIES, INC. 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVF7061
Policy instance 2
Insurance contract or identification numberVF7061
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Number of Individuals Covered51
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $816
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number062150J
Policy instance 1
Insurance contract or identification number062150J
Number of Individuals Covered89
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVF7061
Policy instance 2
Insurance contract or identification numberVF7061
Number of Individuals Covered51
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $948
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $948
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerALLOCATED NON-CASH COMP.
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number062150J
Policy instance 1
Insurance contract or identification number062150J
Number of Individuals Covered71
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
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
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
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVF7061
Policy instance 1
Insurance contract or identification numberVF7061
Number of Individuals Covered95
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $2,443
Total amount of fees paid to insurance companyUSD $204
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,443
Amount paid for insurance broker fees204
Additional information about fees paid to insurance brokerSUPPLEMENTAL CASH PAID, ALLOCATED NON-CASH COMP
Insurance broker organization code?3
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVF7061
Policy instance 1
Insurance contract or identification numberVF7061
Number of Individuals Covered100
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $1,489
Total amount of fees paid to insurance companyUSD $19
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,489
Amount paid for insurance broker fees19
Additional information about fees paid to insurance brokerSUPPLEMENTAL CASH PAID, ALLOCATED NON-CASH COMP
Insurance broker organization code?3
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVF7061
Policy instance 1
Insurance contract or identification numberVF7061
Number of Individuals Covered98
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $1,623
Total amount of fees paid to insurance companyUSD $93
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,623
Amount paid for insurance broker fees93
Additional information about fees paid to insurance brokerSUPPLEMENTAL CASH PAID, ALLOCATED NON-CASH COMP
Insurance broker organization code?3
Insurance broker nameTOBIAS CARDONE
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVF7061
Policy instance 1
Insurance contract or identification numberVF7061
Number of Individuals Covered94
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $1,613
Total amount of fees paid to insurance companyUSD $83
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 Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,613
Amount paid for insurance broker fees83
Additional information about fees paid to insurance brokerSUPPLEMENTAL CASH PAID, ALLOCATED NON-CASH COMP
Insurance broker organization code?3
Insurance broker nameTOBIAS CARDONE
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVF7061
Policy instance 1
Insurance contract or identification numberVF7061
Number of Individuals Covered107
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $1,721
Total amount of fees paid to insurance companyUSD $0
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 Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,721
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerSUPPLEMENTAL CASH PAID, ALLOCATED NON-CASH COMP
Insurance broker organization code?3
Insurance broker nameTOBIAS CARDONE
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVF7061
Policy instance 1
Insurance contract or identification numberVF7061
Number of Individuals Covered112
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $1,508
Total amount of fees paid to insurance companyUSD $98
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 Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,508
Amount paid for insurance broker fees98
Additional information about fees paid to insurance brokerSUPPLEMENTAL CASH, ALLOCATED NON CASH COMP
Insurance broker organization code?3
Insurance broker nameTOBIAS CARDONE
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVF7061
Policy instance 1
Insurance contract or identification numberVF7061
Number of Individuals Covered119
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $1,170
Total amount of fees paid to insurance companyUSD $0
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 Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,170
Insurance broker organization code?3
Insurance broker nameBAIRD INSURANCE SERVICES INC.
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVF7061
Policy instance 1
Insurance contract or identification numberVF7061
Number of Individuals Covered122
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $2,326
Total amount of fees paid to insurance companyUSD $0
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 Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVF7061
Policy instance 1
Insurance contract or identification numberVF7061
Number of Individuals Covered143
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $977
Total amount of fees paid to insurance companyUSD $0
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 Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $977
Insurance broker organization code?3
Insurance broker nameTOBIAS CARDONE

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