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403(B) THRIFT PLAN OF THE COUNSELING CENTER OF WAYNE ANDHOLMES COUNTIES 401k Plan overview

Plan Name403(B) THRIFT PLAN OF THE COUNSELING CENTER OF WAYNE ANDHOLMES COUNTIES
Plan identification number 002

403(B) THRIFT PLAN OF THE COUNSELING CENTER OF WAYNE ANDHOLMES COUNTIES Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

THE COUNSELING CENTER OF WAYNE AND HOLMES COUNTIES has sponsored the creation of one or more 401k plans.

Company Name:THE COUNSELING CENTER OF WAYNE AND HOLMES COUNTIES
Employer identification number (EIN):346003994
NAIC Classification:621420
NAIC Description:Outpatient Mental Health and Substance Abuse Centers

Additional information about THE COUNSELING CENTER OF WAYNE AND HOLMES COUNTIES

Jurisdiction of Incorporation: Ohio Secretary of State Business Services Division
Incorporation Date: 1953-09-17
Company Identification Number: 235710
Legal Registered Office Address: 2285 BENDEN DRIVE
-
WOOSTER
United States of America (USA)
44691

More information about THE COUNSELING CENTER OF WAYNE AND HOLMES COUNTIES

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 403(B) THRIFT PLAN OF THE COUNSELING CENTER OF WAYNE ANDHOLMES COUNTIES

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022021-07-01
0022020-07-01
0022019-07-01
0022018-07-01
0022017-07-01DAVID STAUFFER
0022016-07-01BRIAN LEGGETT BRIAN LEGGETT2018-04-17
0022015-07-01DAVID STAUFFER DAVID STAUFFER2017-04-17
0022014-07-01DAVID STAUFFER DAVID STAUFFER2016-04-14
0022013-07-01DAVE STAUFFER KAREN D BERRY2015-03-11
0022012-07-01DAVE STAUFFER SUSAN BUCHWALTER2014-04-09
0022011-07-01MICHAEL HAMILL SUSAN BUCHWALTER2013-04-05
0022009-07-01MICHAEL R. HAMILL SUSAN BUCHWALTER2011-04-08

Plan Statistics for 403(B) THRIFT PLAN OF THE COUNSELING CENTER OF WAYNE ANDHOLMES COUNTIES

401k plan membership statisitcs for 403(B) THRIFT PLAN OF THE COUNSELING CENTER OF WAYNE ANDHOLMES COUNTIES

Measure Date Value
2021: 403(B) THRIFT PLAN OF THE COUNSELING CENTER OF WAYNE ANDHOLMES COUNTIES 2021 401k membership
Total participants, beginning-of-year2021-07-01152
Total number of active participants reported on line 7a of the Form 55002021-07-0187
Number of retired or separated participants receiving benefits2021-07-010
Number of other retired or separated participants entitled to future benefits2021-07-0164
Total of all active and inactive participants2021-07-01151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-011
Total participants2021-07-01152
Number of participants with account balances2021-07-01148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-016
2020: 403(B) THRIFT PLAN OF THE COUNSELING CENTER OF WAYNE ANDHOLMES COUNTIES 2020 401k membership
Total participants, beginning-of-year2020-07-01152
Total number of active participants reported on line 7a of the Form 55002020-07-0185
Number of retired or separated participants receiving benefits2020-07-010
Number of other retired or separated participants entitled to future benefits2020-07-0167
Total of all active and inactive participants2020-07-01152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-010
Total participants2020-07-01152
Number of participants with account balances2020-07-01150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-017
2019: 403(B) THRIFT PLAN OF THE COUNSELING CENTER OF WAYNE ANDHOLMES COUNTIES 2019 401k membership
Total participants, beginning-of-year2019-07-01142
Total number of active participants reported on line 7a of the Form 55002019-07-0193
Number of retired or separated participants receiving benefits2019-07-010
Number of other retired or separated participants entitled to future benefits2019-07-0159
Total of all active and inactive participants2019-07-01152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-010
Total participants2019-07-01152
Number of participants with account balances2019-07-01147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-016
2018: 403(B) THRIFT PLAN OF THE COUNSELING CENTER OF WAYNE ANDHOLMES COUNTIES 2018 401k membership
Total participants, beginning-of-year2018-07-01142
Total number of active participants reported on line 7a of the Form 55002018-07-0190
Number of retired or separated participants receiving benefits2018-07-010
Number of other retired or separated participants entitled to future benefits2018-07-0152
Total of all active and inactive participants2018-07-01142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-010
Total participants2018-07-01142
Number of participants with account balances2018-07-01142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-0113
2017: 403(B) THRIFT PLAN OF THE COUNSELING CENTER OF WAYNE ANDHOLMES COUNTIES 2017 401k membership
Total participants, beginning-of-year2017-07-01148
Total number of active participants reported on line 7a of the Form 55002017-07-0189
Number of retired or separated participants receiving benefits2017-07-010
Number of other retired or separated participants entitled to future benefits2017-07-0153
Total of all active and inactive participants2017-07-01142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-010
Total participants2017-07-01142
Number of participants with account balances2017-07-01141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-0114
2016: 403(B) THRIFT PLAN OF THE COUNSELING CENTER OF WAYNE ANDHOLMES COUNTIES 2016 401k membership
Total participants, beginning-of-year2016-07-01144
Total number of active participants reported on line 7a of the Form 55002016-07-0198
Number of retired or separated participants receiving benefits2016-07-010
Number of other retired or separated participants entitled to future benefits2016-07-0150
Total of all active and inactive participants2016-07-01148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-010
Total participants2016-07-01148
Number of participants with account balances2016-07-01139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-0118
2015: 403(B) THRIFT PLAN OF THE COUNSELING CENTER OF WAYNE ANDHOLMES COUNTIES 2015 401k membership
Total participants, beginning-of-year2015-07-01143
Total number of active participants reported on line 7a of the Form 55002015-07-0194
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-0150
Total of all active and inactive participants2015-07-01144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-010
Total participants2015-07-01144
Number of participants with account balances2015-07-01144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-0118
2014: 403(B) THRIFT PLAN OF THE COUNSELING CENTER OF WAYNE ANDHOLMES COUNTIES 2014 401k membership
Total participants, beginning-of-year2014-07-01144
Total number of active participants reported on line 7a of the Form 55002014-07-0196
Number of retired or separated participants receiving benefits2014-07-010
Number of other retired or separated participants entitled to future benefits2014-07-0147
Total of all active and inactive participants2014-07-01143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-010
Total participants2014-07-01143
Number of participants with account balances2014-07-01143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-0113
2013: 403(B) THRIFT PLAN OF THE COUNSELING CENTER OF WAYNE ANDHOLMES COUNTIES 2013 401k membership
Total participants, beginning-of-year2013-07-01131
Total number of active participants reported on line 7a of the Form 55002013-07-0199
Number of retired or separated participants receiving benefits2013-07-010
Number of other retired or separated participants entitled to future benefits2013-07-0143
Total of all active and inactive participants2013-07-01142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-011
Total participants2013-07-01143
Number of participants with account balances2013-07-01142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-017
2012: 403(B) THRIFT PLAN OF THE COUNSELING CENTER OF WAYNE ANDHOLMES COUNTIES 2012 401k membership
Total participants, beginning-of-year2012-07-01125
Total number of active participants reported on line 7a of the Form 55002012-07-0195
Number of retired or separated participants receiving benefits2012-07-010
Number of other retired or separated participants entitled to future benefits2012-07-0136
Total of all active and inactive participants2012-07-01131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-010
Total participants2012-07-01131
Number of participants with account balances2012-07-01131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-0112
2011: 403(B) THRIFT PLAN OF THE COUNSELING CENTER OF WAYNE ANDHOLMES COUNTIES 2011 401k membership
Total participants, beginning-of-year2011-07-01121
Total number of active participants reported on line 7a of the Form 55002011-07-0196
Number of retired or separated participants receiving benefits2011-07-010
Number of other retired or separated participants entitled to future benefits2011-07-0129
Total of all active and inactive participants2011-07-01125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-010
Total participants2011-07-01125
Number of participants with account balances2011-07-01125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-019
2009: 403(B) THRIFT PLAN OF THE COUNSELING CENTER OF WAYNE ANDHOLMES COUNTIES 2009 401k membership
Total participants, beginning-of-year2009-07-01123
Total number of active participants reported on line 7a of the Form 55002009-07-0190
Number of retired or separated participants receiving benefits2009-07-010
Number of other retired or separated participants entitled to future benefits2009-07-015
Total of all active and inactive participants2009-07-0195
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-010
Total participants2009-07-0195
Number of participants with account balances2009-07-0195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-019

Financial Data on 403(B) THRIFT PLAN OF THE COUNSELING CENTER OF WAYNE ANDHOLMES COUNTIES

Measure Date Value
2022 : 403(B) THRIFT PLAN OF THE COUNSELING CENTER OF WAYNE ANDHOLMES COUNTIES 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total income from all sources (including contributions)2022-06-30$-402,595
Total loss/gain on sale of assets2022-06-30$0
Total of all expenses incurred2022-06-30$367,827
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$364,065
Expenses. Certain deemed distributions of participant loans2022-06-30$2,110
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$334,703
Value of total assets at end of year2022-06-30$5,885,773
Value of total assets at beginning of year2022-06-30$6,656,195
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$1,652
Total interest from all sources2022-06-30$30,848
Total dividends received (eg from common stock, registered investment company shares)2022-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30No
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$500,000
If this is an individual account plan, was there a blackout period2022-06-30No
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Contributions received from participants2022-06-30$173,468
Participant contributions at end of year2022-06-30$0
Participant contributions at beginning of year2022-06-30$7,000
Income. Received or receivable in cash from other sources (including rollovers)2022-06-30$18,076
Other income not declared elsewhere2022-06-30$-6,990
Administrative expenses (other) incurred2022-06-30$1,652
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$-770,422
Value of net assets at end of year (total assets less liabilities)2022-06-30$5,885,773
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$6,656,195
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30No
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-06-30$4,563,636
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-06-30$5,354,080
Interest on participant loans2022-06-30$0
Interest earned on other investments2022-06-30$30,848
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-06-30$1,322,137
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-06-30$1,295,115
Expenses. Payments to insurance carriers foe the provision of benefits2022-06-30$0
Net investment gain/loss from pooled separate accounts2022-06-30$-761,156
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30No
Was there a failure to transmit to the plan any participant contributions2022-06-30Yes
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Contributions received in cash from employer2022-06-30$143,159
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$364,065
Did the plan have assets held for investment2022-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-30No
Opinion of an independent qualified public accountant for this plan2022-06-30Unqualified
Accountancy firm name2022-06-30CLIFTONLARSONALLEN LLP
Accountancy firm EIN2022-06-30410746749
2021 : 403(B) THRIFT PLAN OF THE COUNSELING CENTER OF WAYNE ANDHOLMES COUNTIES 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total income from all sources (including contributions)2021-06-30$1,692,807
Total loss/gain on sale of assets2021-06-30$0
Total of all expenses incurred2021-06-30$344,974
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$343,254
Expenses. Certain deemed distributions of participant loans2021-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$365,144
Value of total assets at end of year2021-06-30$6,656,195
Value of total assets at beginning of year2021-06-30$5,308,362
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$1,720
Total interest from all sources2021-06-30$29,527
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$500,000
If this is an individual account plan, was there a blackout period2021-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-06-30$0
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Contributions received from participants2021-06-30$145,567
Participant contributions at end of year2021-06-30$7,000
Participant contributions at beginning of year2021-06-30$7,000
Income. Received or receivable in cash from other sources (including rollovers)2021-06-30$151,964
Other income not declared elsewhere2021-06-30$0
Administrative expenses (other) incurred2021-06-30$1,720
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$1,347,833
Value of net assets at end of year (total assets less liabilities)2021-06-30$6,656,195
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$5,308,362
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-06-30$5,354,080
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-06-30$3,983,999
Interest on participant loans2021-06-30$0
Interest earned on other investments2021-06-30$29,527
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-06-30$1,295,115
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-06-30$1,317,363
Expenses. Payments to insurance carriers foe the provision of benefits2021-06-30$0
Net investment gain/loss from pooled separate accounts2021-06-30$1,298,136
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30No
Was there a failure to transmit to the plan any participant contributions2021-06-30Yes
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Contributions received in cash from employer2021-06-30$67,613
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$343,254
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Opinion of an independent qualified public accountant for this plan2021-06-30Disclaimer
Accountancy firm name2021-06-30CLIFTONLARSONALLEN LLP
Accountancy firm EIN2021-06-30410746749
2020 : 403(B) THRIFT PLAN OF THE COUNSELING CENTER OF WAYNE ANDHOLMES COUNTIES 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total income from all sources (including contributions)2020-06-30$1,057,876
Total loss/gain on sale of assets2020-06-30$0
Total of all expenses incurred2020-06-30$369,899
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$368,224
Expenses. Certain deemed distributions of participant loans2020-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$910,295
Value of total assets at end of year2020-06-30$5,308,362
Value of total assets at beginning of year2020-06-30$4,620,385
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$1,675
Total interest from all sources2020-06-30$30,565
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$500,000
If this is an individual account plan, was there a blackout period2020-06-30No
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Contributions received from participants2020-06-30$142,864
Participant contributions at end of year2020-06-30$7,000
Participant contributions at beginning of year2020-06-30$7,815
Income. Received or receivable in cash from other sources (including rollovers)2020-06-30$630,779
Other income not declared elsewhere2020-06-30$0
Administrative expenses (other) incurred2020-06-30$1,675
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$687,977
Value of net assets at end of year (total assets less liabilities)2020-06-30$5,308,362
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$4,620,385
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-06-30$3,983,999
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$3,473,484
Interest on participant loans2020-06-30$0
Interest earned on other investments2020-06-30$30,565
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-06-30$1,317,363
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-06-30$1,139,086
Expenses. Payments to insurance carriers foe the provision of benefits2020-06-30$0
Net investment gain/loss from pooled separate accounts2020-06-30$117,016
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30No
Was there a failure to transmit to the plan any participant contributions2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Contributions received in cash from employer2020-06-30$136,652
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$368,224
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30Yes
Opinion of an independent qualified public accountant for this plan2020-06-30Disclaimer
Accountancy firm name2020-06-30CLIFTONLARSONALLEN LLP
Accountancy firm EIN2020-06-30410746749
2019 : 403(B) THRIFT PLAN OF THE COUNSELING CENTER OF WAYNE ANDHOLMES COUNTIES 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total income from all sources (including contributions)2019-06-30$982,862
Total loss/gain on sale of assets2019-06-30$0
Total of all expenses incurred2019-06-30$635,543
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$633,819
Expenses. Certain deemed distributions of participant loans2019-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$778,821
Value of total assets at end of year2019-06-30$4,620,385
Value of total assets at beginning of year2019-06-30$4,273,066
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$1,724
Total interest from all sources2019-06-30$18,506
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$500,000
If this is an individual account plan, was there a blackout period2019-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-06-30$0
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Contributions received from participants2019-06-30$143,020
Participant contributions at end of year2019-06-30$7,815
Participant contributions at beginning of year2019-06-30$10,230
Income. Received or receivable in cash from other sources (including rollovers)2019-06-30$439,072
Other income not declared elsewhere2019-06-30$0
Administrative expenses (other) incurred2019-06-30$1,724
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$347,319
Value of net assets at end of year (total assets less liabilities)2019-06-30$4,620,385
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$4,273,066
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-06-30$3,473,484
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$3,559,060
Interest on participant loans2019-06-30$0
Interest earned on other investments2019-06-30$18,506
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-06-30$1,139,086
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-06-30$703,776
Expenses. Payments to insurance carriers foe the provision of benefits2019-06-30$0
Net investment gain/loss from pooled separate accounts2019-06-30$185,535
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30No
Was there a failure to transmit to the plan any participant contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Contributions received in cash from employer2019-06-30$196,729
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$633,819
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30Yes
Opinion of an independent qualified public accountant for this plan2019-06-30Disclaimer
Accountancy firm name2019-06-30CLIFTONLARSONALLEN
Accountancy firm EIN2019-06-30410746749
2018 : 403(B) THRIFT PLAN OF THE COUNSELING CENTER OF WAYNE ANDHOLMES COUNTIES 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total income from all sources (including contributions)2018-06-30$869,826
Total loss/gain on sale of assets2018-06-30$0
Total of all expenses incurred2018-06-30$673,910
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$672,112
Expenses. Certain deemed distributions of participant loans2018-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$546,194
Value of total assets at end of year2018-06-30$4,273,066
Value of total assets at beginning of year2018-06-30$4,077,150
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$1,798
Total interest from all sources2018-06-30$11,588
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$500,000
If this is an individual account plan, was there a blackout period2018-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-06-30$0
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Contributions received from participants2018-06-30$127,811
Participant contributions at end of year2018-06-30$10,230
Participant contributions at beginning of year2018-06-30$12,595
Income. Received or receivable in cash from other sources (including rollovers)2018-06-30$217,287
Other income not declared elsewhere2018-06-30$0
Administrative expenses (other) incurred2018-06-30$1,798
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$195,916
Value of net assets at end of year (total assets less liabilities)2018-06-30$4,273,066
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$4,077,150
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-06-30$3,559,060
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$3,301,451
Interest on participant loans2018-06-30$0
Interest earned on other investments2018-06-30$11,588
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-06-30$703,776
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-06-30$763,104
Expenses. Payments to insurance carriers foe the provision of benefits2018-06-30$0
Net investment gain/loss from pooled separate accounts2018-06-30$312,044
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30No
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Contributions received in cash from employer2018-06-30$201,096
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$672,112
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30Yes
Opinion of an independent qualified public accountant for this plan2018-06-30Disclaimer
Accountancy firm name2018-06-30CLIFTONLARSONALLEN
Accountancy firm EIN2018-06-30410746749
2017 : 403(B) THRIFT PLAN OF THE COUNSELING CENTER OF WAYNE ANDHOLMES COUNTIES 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total income from all sources (including contributions)2017-06-30$884,193
Total loss/gain on sale of assets2017-06-30$0
Total of all expenses incurred2017-06-30$211,672
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$209,794
Expenses. Certain deemed distributions of participant loans2017-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$474,399
Value of total assets at end of year2017-06-30$4,077,150
Value of total assets at beginning of year2017-06-30$3,404,629
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$1,878
Total interest from all sources2017-06-30$10,342
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$500,000
If this is an individual account plan, was there a blackout period2017-06-30No
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Contributions received from participants2017-06-30$111,822
Participant contributions at end of year2017-06-30$12,595
Participant contributions at beginning of year2017-06-30$7,156
Income. Received or receivable in cash from other sources (including rollovers)2017-06-30$139,200
Other income not declared elsewhere2017-06-30$4
Administrative expenses (other) incurred2017-06-30$1,878
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$672,521
Value of net assets at end of year (total assets less liabilities)2017-06-30$4,077,150
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$3,404,629
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-06-30$3,301,451
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$2,777,701
Interest on participant loans2017-06-30$0
Interest earned on other investments2017-06-30$10,342
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-06-30$763,104
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-06-30$619,772
Expenses. Payments to insurance carriers foe the provision of benefits2017-06-30$0
Net investment gain/loss from pooled separate accounts2017-06-30$399,448
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30No
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$223,377
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$209,794
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30Yes
Opinion of an independent qualified public accountant for this plan2017-06-30Disclaimer
Accountancy firm name2017-06-30CLIFTONLARSONALLEN
Accountancy firm EIN2017-06-30410746749
2016 : 403(B) THRIFT PLAN OF THE COUNSELING CENTER OF WAYNE ANDHOLMES COUNTIES 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total income from all sources (including contributions)2016-06-30$568,986
Total loss/gain on sale of assets2016-06-30$0
Total of all expenses incurred2016-06-30$120,057
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$117,984
Expenses. Certain deemed distributions of participant loans2016-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$547,227
Value of total assets at end of year2016-06-30$3,404,629
Value of total assets at beginning of year2016-06-30$2,955,700
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$2,073
Total interest from all sources2016-06-30$8,647
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$500,000
If this is an individual account plan, was there a blackout period2016-06-30No
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Contributions received from participants2016-06-30$143,250
Participant contributions at end of year2016-06-30$156
Participant contributions at beginning of year2016-06-30$3,254
Income. Received or receivable in cash from other sources (including rollovers)2016-06-30$192,032
Other income not declared elsewhere2016-06-30$0
Administrative expenses (other) incurred2016-06-30$2,073
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$448,929
Value of net assets at end of year (total assets less liabilities)2016-06-30$3,404,629
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$2,955,700
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$2,777,701
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$2,533,021
Interest on participant loans2016-06-30$0
Interest earned on other investments2016-06-30$8,647
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-06-30$626,772
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-06-30$419,425
Expenses. Payments to insurance carriers foe the provision of benefits2016-06-30$0
Net investment gain/loss from pooled separate accounts2016-06-30$13,112
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30No
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$211,945
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$117,984
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30Yes
Opinion of an independent qualified public accountant for this plan2016-06-30Disclaimer
Accountancy firm name2016-06-30CLIFTONLARSONALLEN
Accountancy firm EIN2016-06-30410746749
2015 : 403(B) THRIFT PLAN OF THE COUNSELING CENTER OF WAYNE ANDHOLMES COUNTIES 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total income from all sources (including contributions)2015-06-30$524,124
Total loss/gain on sale of assets2015-06-30$0
Total of all expenses incurred2015-06-30$1,249,835
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$1,246,986
Expenses. Certain deemed distributions of participant loans2015-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$413,580
Value of total assets at end of year2015-06-30$2,955,700
Value of total assets at beginning of year2015-06-30$3,681,411
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$2,849
Total interest from all sources2015-06-30$8,026
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$500,000
If this is an individual account plan, was there a blackout period2015-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-06-30$0
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Contributions received from participants2015-06-30$106,215
Participant contributions at end of year2015-06-30$3,254
Participant contributions at beginning of year2015-06-30$6,232
Income. Received or receivable in cash from other sources (including rollovers)2015-06-30$116,876
Other income not declared elsewhere2015-06-30$4
Administrative expenses (other) incurred2015-06-30$2,849
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$-725,711
Value of net assets at end of year (total assets less liabilities)2015-06-30$2,955,700
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$3,681,411
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-06-30$2,533,021
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$3,135,940
Interest on participant loans2015-06-30$0
Interest earned on other investments2015-06-30$8,026
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-06-30$419,425
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-06-30$539,239
Expenses. Payments to insurance carriers foe the provision of benefits2015-06-30$0
Net investment gain/loss from pooled separate accounts2015-06-30$102,514
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30No
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$190,489
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$1,246,986
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30Yes
Opinion of an independent qualified public accountant for this plan2015-06-30Disclaimer
Accountancy firm name2015-06-30BRUNER-COX, LLP
Accountancy firm EIN2015-06-30340641962
2014 : 403(B) THRIFT PLAN OF THE COUNSELING CENTER OF WAYNE ANDHOLMES COUNTIES 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total income from all sources (including contributions)2014-06-30$1,088,066
Total loss/gain on sale of assets2014-06-30$0
Total of all expenses incurred2014-06-30$343,911
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$332,834
Expenses. Certain deemed distributions of participant loans2014-06-30$-1,721
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$599,564
Value of total assets at end of year2014-06-30$3,674,411
Value of total assets at beginning of year2014-06-30$2,930,256
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$12,798
Total interest from all sources2014-06-30$10,517
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$500,000
If this is an individual account plan, was there a blackout period2014-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-06-30$0
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Contributions received from participants2014-06-30$84,255
Participant contributions at end of year2014-06-30$6,232
Participant contributions at beginning of year2014-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2014-06-30$284,767
Other income not declared elsewhere2014-06-30$0
Administrative expenses (other) incurred2014-06-30$12,798
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$744,155
Value of net assets at end of year (total assets less liabilities)2014-06-30$3,674,411
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$2,930,256
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-06-30$3,135,940
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$2,492,613
Interest on participant loans2014-06-30$0
Interest earned on other investments2014-06-30$10,517
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-06-30$532,239
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-06-30$437,643
Expenses. Payments to insurance carriers foe the provision of benefits2014-06-30$0
Net investment gain/loss from pooled separate accounts2014-06-30$477,985
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30No
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Contributions received in cash from employer2014-06-30$230,542
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$332,834
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30Yes
Opinion of an independent qualified public accountant for this plan2014-06-30Disclaimer
Accountancy firm name2014-06-30BRUNER-COX, LLP
Accountancy firm EIN2014-06-30340641962
2013 : 403(B) THRIFT PLAN OF THE COUNSELING CENTER OF WAYNE ANDHOLMES COUNTIES 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total income from all sources (including contributions)2013-06-30$2,208,948
Total loss/gain on sale of assets2013-06-30$0
Total of all expenses incurred2013-06-30$512,822
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$486,635
Expenses. Certain deemed distributions of participant loans2013-06-30$1,608
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$1,932,227
Value of total assets at end of year2013-06-30$2,930,256
Value of total assets at beginning of year2013-06-30$1,234,130
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$24,579
Total interest from all sources2013-06-30$7,298
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$500,000
If this is an individual account plan, was there a blackout period2013-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-06-30$0
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Contributions received from participants2013-06-30$101,908
Participant contributions at end of year2013-06-30$0
Participant contributions at beginning of year2013-06-30$9,787
Income. Received or receivable in cash from other sources (including rollovers)2013-06-30$1,624,119
Other income not declared elsewhere2013-06-30$11,106
Administrative expenses (other) incurred2013-06-30$24,579
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$1,696,126
Value of net assets at end of year (total assets less liabilities)2013-06-30$2,930,256
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$1,234,130
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-06-30$2,492,613
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-06-30$1,012,475
Interest on participant loans2013-06-30$0
Interest earned on other investments2013-06-30$7,298
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-06-30$437,643
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-06-30$211,868
Expenses. Payments to insurance carriers foe the provision of benefits2013-06-30$0
Net investment gain/loss from pooled separate accounts2013-06-30$258,317
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30No
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$206,200
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$486,635
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30Yes
Opinion of an independent qualified public accountant for this plan2013-06-30Disclaimer
Accountancy firm name2013-06-30BRUNER-COX, LLP
Accountancy firm EIN2013-06-30340641962
2012 : 403(B) THRIFT PLAN OF THE COUNSELING CENTER OF WAYNE ANDHOLMES COUNTIES 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total income from all sources (including contributions)2012-06-30$395,032
Total loss/gain on sale of assets2012-06-30$0
Total of all expenses incurred2012-06-30$86,180
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$56,870
Expenses. Certain deemed distributions of participant loans2012-06-30$7,113
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$370,978
Value of total assets at end of year2012-06-30$1,234,130
Value of total assets at beginning of year2012-06-30$925,278
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$22,197
Total interest from all sources2012-06-30$4,424
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$250,000
If this is an individual account plan, was there a blackout period2012-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-06-30$0
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Contributions received from participants2012-06-30$61,131
Participant contributions at end of year2012-06-30$9,787
Participant contributions at beginning of year2012-06-30$7,572
Income. Received or receivable in cash from other sources (including rollovers)2012-06-30$92,553
Other income not declared elsewhere2012-06-30$9,935
Administrative expenses (other) incurred2012-06-30$22,197
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$308,852
Value of net assets at end of year (total assets less liabilities)2012-06-30$1,234,130
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$925,278
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-06-30$1,012,475
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-06-30$754,631
Interest on participant loans2012-06-30$0
Interest earned on other investments2012-06-30$4,424
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-06-30$211,868
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-06-30$163,075
Expenses. Payments to insurance carriers foe the provision of benefits2012-06-30$0
Net investment gain/loss from pooled separate accounts2012-06-30$9,695
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30No
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$217,294
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$56,870
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30Yes
Opinion of an independent qualified public accountant for this plan2012-06-30Disclaimer
Accountancy firm name2012-06-30BRUNER-COX LLP
Accountancy firm EIN2012-06-30340641962
2011 : 403(B) THRIFT PLAN OF THE COUNSELING CENTER OF WAYNE ANDHOLMES COUNTIES 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total income from all sources (including contributions)2011-06-30$401,713
Total loss/gain on sale of assets2011-06-30$0
Total of all expenses incurred2011-06-30$32,264
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$15,122
Expenses. Certain deemed distributions of participant loans2011-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$271,687
Value of total assets at end of year2011-06-30$925,278
Value of total assets at beginning of year2011-06-30$555,829
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$17,142
Total interest from all sources2011-06-30$2,888
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$250,000
If this is an individual account plan, was there a blackout period2011-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-06-30$0
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Contributions received from participants2011-06-30$71,230
Income. Received or receivable in cash from other sources (including rollovers)2011-06-30$3,945
Other income not declared elsewhere2011-06-30$7,567
Administrative expenses (other) incurred2011-06-30$17,142
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$369,449
Value of net assets at end of year (total assets less liabilities)2011-06-30$925,278
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$555,829
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-06-30$754,631
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-06-30$470,626
Interest on participant loans2011-06-30$0
Interest earned on other investments2011-06-30$2,888
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-06-30$170,647
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-06-30$85,203
Expenses. Payments to insurance carriers foe the provision of benefits2011-06-30$0
Net investment gain/loss from pooled separate accounts2011-06-30$119,571
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30No
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$196,512
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$15,122
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30Yes
Opinion of an independent qualified public accountant for this plan2011-06-30Disclaimer
Accountancy firm name2011-06-30BRUNER-COX LLP
Accountancy firm EIN2011-06-30340641962
2010 : 403(B) THRIFT PLAN OF THE COUNSELING CENTER OF WAYNE ANDHOLMES COUNTIES 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-06-30$0

Form 5500 Responses for 403(B) THRIFT PLAN OF THE COUNSELING CENTER OF WAYNE ANDHOLMES COUNTIES

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

Insurance Providers Used on plan

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number053491B
Policy instance 1
Insurance contract or identification number053491B
Number of Individuals Covered152
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $6,169
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees6169
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number053491B
Policy instance 1
Insurance contract or identification number053491B
Number of Individuals Covered152
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $6,169
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees6169
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number053491B
Policy instance 1
Insurance contract or identification number053491B
Number of Individuals Covered152
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,225
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees1225
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number053491B
Policy instance 1
Insurance contract or identification number053491B
Number of Individuals Covered142
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $2,294
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees2294
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number053491B
Policy instance 1
Insurance contract or identification number053491B
Number of Individuals Covered142
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $4,253
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number053491B
Policy instance 1
Insurance contract or identification number053491B
Number of Individuals Covered144
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $175
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees175
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker nameAKRON REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number053491B
Policy instance 1
Insurance contract or identification number053491B
Number of Individuals Covered143
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $607
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees607
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker nameAKRON REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number053491B
Policy instance 1
Insurance contract or identification number053491B
Number of Individuals Covered142
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $2,082
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees2082
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker nameAKRON REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number053491B
Policy instance 1
Insurance contract or identification number053491B
Number of Individuals Covered131
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $337
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees104
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker nameJASON HICAR
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number053491B
Policy instance 1
Insurance contract or identification number053491B
Number of Individuals Covered125
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $909
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number053491A
Policy instance 1
Insurance contract or identification number053491A
Number of Individuals Covered121
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $198
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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