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EMPLOYEE BENEFIT PLAN OF LUTHERAN CHILD AND FAMILY SERVICES OF ILLINOIS 401k Plan overview

Plan NameEMPLOYEE BENEFIT PLAN OF LUTHERAN CHILD AND FAMILY SERVICES OF ILLINOIS
Plan identification number 001

EMPLOYEE BENEFIT PLAN OF LUTHERAN CHILD AND FAMILY SERVICES OF ILLINOIS Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
  • 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

LUTHERAN CHILD AND FAMILY SERVICES OF ILLINOIS has sponsored the creation of one or more 401k plans.

Company Name:LUTHERAN CHILD AND FAMILY SERVICES OF ILLINOIS
Employer identification number (EIN):362167778
NAIC Classification:624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EMPLOYEE BENEFIT PLAN OF LUTHERAN CHILD AND FAMILY SERVICES OF ILLINOIS

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-07-01
0012021-07-01
0012020-07-01
0012019-07-01
0012018-07-01RICHARD ARENZ2020-07-13
0012017-07-01
0012016-07-01
0012016-07-01GEORGE R. VARGAS2018-04-13
0012015-07-01
0012014-07-01
0012014-07-01
0012013-07-01GEORGE R. VARGAS
0012012-07-01LYNN MURAKAMI
0012011-07-01LYNN MURAKAMI
0012009-07-01DIANA PARRA-JOHNSON
0012009-07-01DIANA PARRA-JOHNSON

Plan Statistics for EMPLOYEE BENEFIT PLAN OF LUTHERAN CHILD AND FAMILY SERVICES OF ILLINOIS

401k plan membership statisitcs for EMPLOYEE BENEFIT PLAN OF LUTHERAN CHILD AND FAMILY SERVICES OF ILLINOIS

Measure Date Value
2023: EMPLOYEE BENEFIT PLAN OF LUTHERAN CHILD AND FAMILY SERVICES OF ILLINOIS 2023 401k membership
Market value of plan assets2023-06-3010,504,850
Acturial value of plan assets2023-06-3010,504,850
Funding target for retired participants and beneficiaries receiving payment2023-06-305,317,081
Number of terminated vested participants2023-06-30214
Fundng target for terminated vested participants2023-06-304,244,980
Active participant vested funding target2023-06-300
Number of active participants2023-06-300
Total funding liabilities for active participants2023-06-300
Total participant count2023-06-30383
Total funding target for all participants2023-06-309,562,061
Balance at beginning of prior year after applicable adjustments2023-06-300
Prefunding balance at beginning of prior year after applicable adjustments2023-06-30326,500
Amount remaining of carryover balance2023-06-300
Amount remaining of prefunding balance2023-06-30326,500
Present value of excess contributions2023-06-30147,233
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2023-06-30155,449
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2023-06-300
Reductions in caryover balances due to elections or deemed elections2023-06-300
Reductions in prefunding balances due to elections or deemed elections2023-06-300
Balance of carryovers at beginning of current year2023-06-300
Balance of prefunding at beginning of current year2023-06-30289,246
Total employer contributions2023-06-300
Total employee contributions2023-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2023-06-300
Contributions made to avoid restrictions adjusted to valuation date2023-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2023-06-300
Unpaid minimum required contributions for all prior years2023-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2023-06-300
Remaining amount of unpaid minimum required contributions2023-06-300
Minimum required contributions for current year target normal cost2023-06-300
Net shortfall amortization installment of oustanding balance2023-06-300
Waiver amortization installment2023-06-300
Total funding amount beforereflecting carryover/prefunding balances2023-06-300
Additional cash requirement2023-06-300
Contributions allocatedtoward minimum required contributions for current year2023-06-300
Unpaid minimum required contributions for current year2023-06-300
Unpaid minimum required contributions for all years2023-06-300
2022: EMPLOYEE BENEFIT PLAN OF LUTHERAN CHILD AND FAMILY SERVICES OF ILLINOIS 2022 401k membership
Total participants, beginning-of-year2022-07-01383
Total number of active participants reported on line 7a of the Form 55002022-07-0114
Number of retired or separated participants receiving benefits2022-07-01154
Number of other retired or separated participants entitled to future benefits2022-07-01196
Total of all active and inactive participants2022-07-01364
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-07-0116
Total participants2022-07-01380
Market value of plan assets2022-06-3012,331,163
Acturial value of plan assets2022-06-3012,331,163
Funding target for retired participants and beneficiaries receiving payment2022-06-305,497,497
Number of terminated vested participants2022-06-30220
Fundng target for terminated vested participants2022-06-304,046,274
Active participant vested funding target2022-06-300
Number of active participants2022-06-300
Total funding liabilities for active participants2022-06-300
Total participant count2022-06-30389
Total funding target for all participants2022-06-309,543,771
Balance at beginning of prior year after applicable adjustments2022-06-300
Prefunding balance at beginning of prior year after applicable adjustments2022-06-30246,407
Amount remaining of carryover balance2022-06-300
Amount remaining of prefunding balance2022-06-30246,407
Present value of excess contributions2022-06-30476,286
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-06-30501,863
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-06-300
Reductions in caryover balances due to elections or deemed elections2022-06-300
Reductions in prefunding balances due to elections or deemed elections2022-06-300
Balance of carryovers at beginning of current year2022-06-300
Balance of prefunding at beginning of current year2022-06-30326,500
Total employer contributions2022-06-30153,200
Total employee contributions2022-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2022-06-300
Contributions made to avoid restrictions adjusted to valuation date2022-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-06-30147,233
Unpaid minimum required contributions for all prior years2022-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-06-300
Remaining amount of unpaid minimum required contributions2022-06-300
Minimum required contributions for current year target normal cost2022-06-300
Net shortfall amortization installment of oustanding balance2022-06-300
Waiver amortization installment2022-06-300
Total funding amount beforereflecting carryover/prefunding balances2022-06-300
Additional cash requirement2022-06-300
Contributions allocatedtoward minimum required contributions for current year2022-06-30147,233
Unpaid minimum required contributions for current year2022-06-300
Unpaid minimum required contributions for all years2022-06-300
2021: EMPLOYEE BENEFIT PLAN OF LUTHERAN CHILD AND FAMILY SERVICES OF ILLINOIS 2021 401k membership
Total participants, beginning-of-year2021-07-01389
Total number of active participants reported on line 7a of the Form 55002021-07-0114
Number of retired or separated participants receiving benefits2021-07-01153
Number of other retired or separated participants entitled to future benefits2021-07-01200
Total of all active and inactive participants2021-07-01367
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-0116
Total participants2021-07-01383
Market value of plan assets2021-06-309,988,577
Acturial value of plan assets2021-06-309,988,577
Funding target for retired participants and beneficiaries receiving payment2021-06-305,806,257
Number of terminated vested participants2021-06-30226
Fundng target for terminated vested participants2021-06-304,171,180
Active participant vested funding target2021-06-300
Number of active participants2021-06-300
Total funding liabilities for active participants2021-06-300
Total participant count2021-06-30395
Total funding target for all participants2021-06-309,977,437
Balance at beginning of prior year after applicable adjustments2021-06-300
Prefunding balance at beginning of prior year after applicable adjustments2021-06-30247,894
Carryover balanced portion elected for use to offset prior years funding requirement2021-06-300
Prefunding balanced used to offset prior years funding requirement2021-06-300
Amount remaining of carryover balance2021-06-300
Amount remaining of prefunding balance2021-06-30247,894
Present value of excess contributions2021-06-3087
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-06-3092
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-06-300
Reductions in caryover balances due to elections or deemed elections2021-06-300
Reductions in prefunding balances due to elections or deemed elections2021-06-300
Balance of carryovers at beginning of current year2021-06-300
Balance of prefunding at beginning of current year2021-06-30246,407
Total employer contributions2021-06-30517,262
Total employee contributions2021-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2021-06-300
Contributions made to avoid restrictions adjusted to valuation date2021-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-06-30492,076
Liquidity shortfalls end of Q12021-06-300
Liquidity shortfalls end of Q22021-06-300
Liquidity shortfalls end of Q32021-06-300
Liquidity shortfalls end of Q42021-06-300
Unpaid minimum required contributions for all prior years2021-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-06-300
Remaining amount of unpaid minimum required contributions2021-06-300
Minimum required contributions for current year target normal cost2021-06-3015,790
Net shortfall amortization installment of oustanding balance2021-06-300
Waiver amortization installment2021-06-300
Total funding amount beforereflecting carryover/prefunding balances2021-06-3015,790
Additional cash requirement2021-06-3015,790
Contributions allocatedtoward minimum required contributions for current year2021-06-30492,076
Unpaid minimum required contributions for current year2021-06-300
Unpaid minimum required contributions for all years2021-06-300
2020: EMPLOYEE BENEFIT PLAN OF LUTHERAN CHILD AND FAMILY SERVICES OF ILLINOIS 2020 401k membership
Total participants, beginning-of-year2020-07-01395
Total number of active participants reported on line 7a of the Form 55002020-07-0115
Number of retired or separated participants receiving benefits2020-07-01152
Number of other retired or separated participants entitled to future benefits2020-07-01205
Total of all active and inactive participants2020-07-01372
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-0117
Total participants2020-07-01389
Number of participants with account balances2020-07-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-010
Market value of plan assets2020-06-3010,027,794
Acturial value of plan assets2020-06-3010,043,738
Funding target for retired participants and beneficiaries receiving payment2020-06-305,611,867
Number of terminated vested participants2020-06-30231
Fundng target for terminated vested participants2020-06-304,346,129
Active participant vested funding target2020-06-300
Number of active participants2020-06-300
Total funding liabilities for active participants2020-06-300
Total participant count2020-06-30402
Total funding target for all participants2020-06-309,957,996
Balance at beginning of prior year after applicable adjustments2020-06-300
Prefunding balance at beginning of prior year after applicable adjustments2020-06-30236,157
Carryover balanced portion elected for use to offset prior years funding requirement2020-06-300
Prefunding balanced used to offset prior years funding requirement2020-06-300
Amount remaining of carryover balance2020-06-300
Amount remaining of prefunding balance2020-06-30236,157
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-06-300
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-06-300
Reductions in caryover balances due to elections or deemed elections2020-06-300
Reductions in prefunding balances due to elections or deemed elections2020-06-300
Balance of carryovers at beginning of current year2020-06-300
Balance of prefunding at beginning of current year2020-06-30247,894
Total employer contributions2020-06-3024,980
Total employee contributions2020-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2020-06-300
Contributions made to avoid restrictions adjusted to valuation date2020-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-06-3022,877
Liquidity shortfalls end of Q12020-06-300
Liquidity shortfalls end of Q22020-06-300
Liquidity shortfalls end of Q32020-06-300
Liquidity shortfalls end of Q42020-06-300
Unpaid minimum required contributions for all prior years2020-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-06-300
Remaining amount of unpaid minimum required contributions2020-06-300
Minimum required contributions for current year target normal cost2020-06-3022,790
Net shortfall amortization installment of oustanding balance2020-06-300
Waiver amortization installment2020-06-300
Total funding amount beforereflecting carryover/prefunding balances2020-06-3022,790
Additional cash requirement2020-06-3022,790
Contributions allocatedtoward minimum required contributions for current year2020-06-3022,877
Unpaid minimum required contributions for current year2020-06-300
Unpaid minimum required contributions for all years2020-06-300
2019: EMPLOYEE BENEFIT PLAN OF LUTHERAN CHILD AND FAMILY SERVICES OF ILLINOIS 2019 401k membership
Total participants, beginning-of-year2019-07-01396
Total number of active participants reported on line 7a of the Form 55002019-07-0118
Number of retired or separated participants receiving benefits2019-07-01155
Number of other retired or separated participants entitled to future benefits2019-07-01208
Total of all active and inactive participants2019-07-01381
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-0114
Total participants2019-07-01395
Number of participants with account balances2019-07-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-010
Market value of plan assets2019-06-3010,146,407
Acturial value of plan assets2019-06-309,828,570
Funding target for retired participants and beneficiaries receiving payment2019-06-305,407,334
Number of terminated vested participants2019-06-30240
Fundng target for terminated vested participants2019-06-304,117,512
Active participant vested funding target2019-06-300
Number of active participants2019-06-300
Total funding liabilities for active participants2019-06-300
Total participant count2019-06-30406
Total funding target for all participants2019-06-309,524,846
Balance at beginning of prior year after applicable adjustments2019-06-300
Prefunding balance at beginning of prior year after applicable adjustments2019-06-30217,296
Carryover balanced portion elected for use to offset prior years funding requirement2019-06-300
Prefunding balanced used to offset prior years funding requirement2019-06-300
Amount remaining of carryover balance2019-06-300
Amount remaining of prefunding balance2019-06-30217,296
Present value of excess contributions2019-06-3029
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-06-3031
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-06-300
Reductions in caryover balances due to elections or deemed elections2019-06-300
Reductions in prefunding balances due to elections or deemed elections2019-06-300
Balance of carryovers at beginning of current year2019-06-300
Balance of prefunding at beginning of current year2019-06-30236,157
Total employer contributions2019-06-300
Total employee contributions2019-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2019-06-300
Contributions made to avoid restrictions adjusted to valuation date2019-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-06-300
Liquidity shortfalls end of Q12019-06-300
Liquidity shortfalls end of Q22019-06-300
Liquidity shortfalls end of Q32019-06-300
Liquidity shortfalls end of Q42019-06-300
Unpaid minimum required contributions for all prior years2019-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-06-300
Remaining amount of unpaid minimum required contributions2019-06-300
Minimum required contributions for current year target normal cost2019-06-3022,550
Net shortfall amortization installment of oustanding balance2019-06-300
Waiver amortization installment2019-06-300
Total funding amount beforereflecting carryover/prefunding balances2019-06-300
Additional cash requirement2019-06-300
Contributions allocatedtoward minimum required contributions for current year2019-06-300
Unpaid minimum required contributions for current year2019-06-300
Unpaid minimum required contributions for all years2019-06-300
2018: EMPLOYEE BENEFIT PLAN OF LUTHERAN CHILD AND FAMILY SERVICES OF ILLINOIS 2018 401k membership
Total participants, beginning-of-year2018-07-01400
Total number of active participants reported on line 7a of the Form 55002018-07-0121
Number of retired or separated participants receiving benefits2018-07-01150
Number of other retired or separated participants entitled to future benefits2018-07-01210
Total of all active and inactive participants2018-07-01381
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-0115
Total participants2018-07-01396
Number of participants with account balances2018-07-01232
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-013
Market value of plan assets2018-06-309,879,994
Acturial value of plan assets2018-06-309,692,331
Funding target for retired participants and beneficiaries receiving payment2018-06-305,091,135
Number of terminated vested participants2018-06-30250
Fundng target for terminated vested participants2018-06-304,412,950
Active participant vested funding target2018-06-300
Number of active participants2018-06-300
Total funding liabilities for active participants2018-06-300
Total participant count2018-06-30411
Total funding target for all participants2018-06-309,504,085
Balance at beginning of prior year after applicable adjustments2018-06-300
Prefunding balance at beginning of prior year after applicable adjustments2018-06-30193,118
Carryover balanced portion elected for use to offset prior years funding requirement2018-06-300
Prefunding balanced used to offset prior years funding requirement2018-06-300
Amount remaining of carryover balance2018-06-300
Amount remaining of prefunding balance2018-06-30193,118
Present value of excess contributions2018-06-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-06-300
Reductions in caryover balances due to elections or deemed elections2018-06-300
Reductions in prefunding balances due to elections or deemed elections2018-06-300
Balance of carryovers at beginning of current year2018-06-300
Balance of prefunding at beginning of current year2018-06-30217,296
Total employer contributions2018-06-3028,215
Total employee contributions2018-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2018-06-300
Contributions made to avoid restrictions adjusted to valuation date2018-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-06-3027,124
Unpaid minimum required contributions for all prior years2018-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-06-300
Remaining amount of unpaid minimum required contributions2018-06-300
Minimum required contributions for current year target normal cost2018-06-3022,325
Net shortfall amortization installment of oustanding balance2018-06-3029,050
Waiver amortization installment2018-06-300
Total funding amount beforereflecting carryover/prefunding balances2018-06-3027,095
Carryover balance elected to use to offset funding requirement2018-06-300
Prefunding balance elected to use to offset funding requirement2018-06-300
Additional cash requirement2018-06-3027,095
Contributions allocatedtoward minimum required contributions for current year2018-06-3027,124
Unpaid minimum required contributions for current year2018-06-300
Unpaid minimum required contributions for all years2018-06-300
2017: EMPLOYEE BENEFIT PLAN OF LUTHERAN CHILD AND FAMILY SERVICES OF ILLINOIS 2017 401k membership
Total participants, beginning-of-year2017-07-01406
Total number of active participants reported on line 7a of the Form 55002017-07-0126
Number of retired or separated participants receiving benefits2017-07-01147
Number of other retired or separated participants entitled to future benefits2017-07-01214
Total of all active and inactive participants2017-07-01387
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-0113
Total participants2017-07-01400
Number of participants with account balances2017-07-01240
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-015
Market value of plan assets2017-06-309,317,791
Acturial value of plan assets2017-06-309,739,695
Funding target for retired participants and beneficiaries receiving payment2017-06-303,980,112
Number of terminated vested participants2017-06-30265
Fundng target for terminated vested participants2017-06-305,156,565
Active participant vested funding target2017-06-300
Number of active participants2017-06-300
Total funding liabilities for active participants2017-06-300
Total participant count2017-06-30414
Total funding target for all participants2017-06-309,136,677
Balance at beginning of prior year after applicable adjustments2017-06-300
Prefunding balance at beginning of prior year after applicable adjustments2017-06-30190,189
Carryover balanced portion elected for use to offset prior years funding requirement2017-06-300
Prefunding balanced used to offset prior years funding requirement2017-06-300
Amount remaining of carryover balance2017-06-300
Amount remaining of prefunding balance2017-06-30190,189
Present value of excess contributions2017-06-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-06-300
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-06-300
Reductions in caryover balances due to elections or deemed elections2017-06-300
Reductions in prefunding balances due to elections or deemed elections2017-06-300
Balance of carryovers at beginning of current year2017-06-300
Balance of prefunding at beginning of current year2017-06-30193,118
Total employer contributions2017-06-300
Total employee contributions2017-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2017-06-300
Contributions made to avoid restrictions adjusted to valuation date2017-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-06-300
Unpaid minimum required contributions for all prior years2017-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-06-300
Remaining amount of unpaid minimum required contributions2017-06-300
Minimum required contributions for current year target normal cost2017-06-3021,770
Net shortfall amortization installment of oustanding balance2017-06-300
Waiver amortization installment2017-06-300
Waived amount of outstanding balance2017-06-300
Total funding amount beforereflecting carryover/prefunding balances2017-06-300
Carryover balance elected to use to offset funding requirement2017-06-300
Prefunding balance elected to use to offset funding requirement2017-06-300
Additional cash requirement2017-06-300
Contributions allocatedtoward minimum required contributions for current year2017-06-300
Unpaid minimum required contributions for current year2017-06-300
Unpaid minimum required contributions for all years2017-06-300
2016: EMPLOYEE BENEFIT PLAN OF LUTHERAN CHILD AND FAMILY SERVICES OF ILLINOIS 2016 401k membership
Total participants, beginning-of-year2016-07-01409
Total number of active participants reported on line 7a of the Form 55002016-07-0136
Number of retired or separated participants receiving benefits2016-07-01142
Number of other retired or separated participants entitled to future benefits2016-07-01216
Total of all active and inactive participants2016-07-01394
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-0112
Total participants2016-07-01406
Number of participants with account balances2016-07-01252
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-012
2015: EMPLOYEE BENEFIT PLAN OF LUTHERAN CHILD AND FAMILY SERVICES OF ILLINOIS 2015 401k membership
Total participants, beginning-of-year2015-07-01415
Total number of active participants reported on line 7a of the Form 55002015-07-0146
Number of retired or separated participants receiving benefits2015-07-01135
Number of other retired or separated participants entitled to future benefits2015-07-01218
Total of all active and inactive participants2015-07-01399
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-0110
Total participants2015-07-01409
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-014
2014: EMPLOYEE BENEFIT PLAN OF LUTHERAN CHILD AND FAMILY SERVICES OF ILLINOIS 2014 401k membership
Total participants, beginning-of-year2014-07-01419
Total number of active participants reported on line 7a of the Form 55002014-07-0151
Number of retired or separated participants receiving benefits2014-07-01124
Number of other retired or separated participants entitled to future benefits2014-07-01221
Total of all active and inactive participants2014-07-01396
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-0110
Total participants2014-07-01406
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-011
2013: EMPLOYEE BENEFIT PLAN OF LUTHERAN CHILD AND FAMILY SERVICES OF ILLINOIS 2013 401k membership
Total participants, beginning-of-year2013-07-01418
Total number of active participants reported on line 7a of the Form 55002013-07-0157
Number of retired or separated participants receiving benefits2013-07-01120
Number of other retired or separated participants entitled to future benefits2013-07-01230
Total of all active and inactive participants2013-07-01407
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-0112
Total participants2013-07-01419
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-012
2012: EMPLOYEE BENEFIT PLAN OF LUTHERAN CHILD AND FAMILY SERVICES OF ILLINOIS 2012 401k membership
Total participants, beginning-of-year2012-07-01424
Total number of active participants reported on line 7a of the Form 55002012-07-0162
Number of retired or separated participants receiving benefits2012-07-01126
Number of other retired or separated participants entitled to future benefits2012-07-01229
Total of all active and inactive participants2012-07-01417
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-011
Total participants2012-07-01418
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-011
2011: EMPLOYEE BENEFIT PLAN OF LUTHERAN CHILD AND FAMILY SERVICES OF ILLINOIS 2011 401k membership
Total participants, beginning-of-year2011-07-01431
Total number of active participants reported on line 7a of the Form 55002011-07-0169
Number of retired or separated participants receiving benefits2011-07-01115
Number of other retired or separated participants entitled to future benefits2011-07-01231
Total of all active and inactive participants2011-07-01415
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-019
Total participants2011-07-01424
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-010
2009: EMPLOYEE BENEFIT PLAN OF LUTHERAN CHILD AND FAMILY SERVICES OF ILLINOIS 2009 401k membership
Total participants, beginning-of-year2009-07-01429
Total number of active participants reported on line 7a of the Form 55002009-07-01100
Number of retired or separated participants receiving benefits2009-07-01101
Number of other retired or separated participants entitled to future benefits2009-07-01222
Total of all active and inactive participants2009-07-01423
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-014
Total participants2009-07-01427
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-010

Financial Data on EMPLOYEE BENEFIT PLAN OF LUTHERAN CHILD AND FAMILY SERVICES OF ILLINOIS

Measure Date Value
2023 : EMPLOYEE BENEFIT PLAN OF LUTHERAN CHILD AND FAMILY SERVICES OF ILLINOIS 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-06-30$0
Total income from all sources (including contributions)2023-06-30$1,319,887
Total loss/gain on sale of assets2023-06-30$0
Total of all expenses incurred2023-06-30$665,913
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-06-30$620,349
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-06-30$0
Value of total assets at end of year2023-06-30$10,901,916
Value of total assets at beginning of year2023-06-30$10,247,942
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-06-30$45,564
Total interest from all sources2023-06-30$3,164
Total dividends received (eg from common stock, registered investment company shares)2023-06-30$216,213
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-06-30Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2023-06-30$0
Total dividends received from registered investment company shares (eg mutual funds)2023-06-30$216,213
Assets. Corporate prefeered stocks other than exployer securities at end of year2023-06-30$6,301,020
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2023-06-30$4,817,280
Was this plan covered by a fidelity bond2023-06-30Yes
Value of fidelity bond cover2023-06-30$500,000
If this is an individual account plan, was there a blackout period2023-06-30No
Were there any nonexempt tranactions with any party-in-interest2023-06-30No
Participant contributions at end of year2023-06-30$0
Participant contributions at beginning of year2023-06-30$0
Assets. Other investments not covered elsewhere at end of year2023-06-30$252,410
Assets. Other investments not covered elsewhere at beginning of year2023-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-06-30$0
Other income not declared elsewhere2023-06-30$1,100,510
Total non interest bearing cash at end of year2023-06-30$309,310
Total non interest bearing cash at beginning of year2023-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-06-30No
Value of net income/loss2023-06-30$653,974
Value of net assets at end of year (total assets less liabilities)2023-06-30$10,901,916
Value of net assets at beginning of year (total assets less liabilities)2023-06-30$10,247,942
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2023-06-30No
Were any leases to which the plan was party in default or uncollectible2023-06-30No
Investment advisory and management fees2023-06-30$45,564
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-06-30$3,873,621
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-06-30$4,072,068
Value of interest in pooled separate accounts at end of year2023-06-30$0
Value of interest in pooled separate accounts at beginning of year2023-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-06-30$165,555
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-06-30$1,358,594
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-06-30$1,358,594
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-06-30$3,164
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-06-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-06-30Yes
Was there a failure to transmit to the plan any participant contributions2023-06-30No
Has the plan failed to provide any benefit when due under the plan2023-06-30No
Employer contributions (assets) at end of year2023-06-30$0
Employer contributions (assets) at beginning of year2023-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-06-30$620,349
Did the plan have assets held for investment2023-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-06-30No
Opinion of an independent qualified public accountant for this plan2023-06-30Unqualified
Accountancy firm name2023-06-30SMITH & HOWARD, PC
Accountancy firm EIN2023-06-30581250486
2022 : EMPLOYEE BENEFIT PLAN OF LUTHERAN CHILD AND FAMILY SERVICES OF ILLINOIS 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$0
Total income from all sources (including contributions)2022-06-30$-1,426,622
Total loss/gain on sale of assets2022-06-30$0
Total of all expenses incurred2022-06-30$656,598
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$602,776
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$153,200
Value of total assets at end of year2022-06-30$10,247,942
Value of total assets at beginning of year2022-06-30$12,331,162
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$53,822
Total interest from all sources2022-06-30$51
Total dividends received (eg from common stock, registered investment company shares)2022-06-30$176,592
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2022-06-30$176,592
Assets. Corporate prefeered stocks other than exployer securities at end of year2022-06-30$4,817,280
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2022-06-30$7,646,553
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
Participant contributions at end of year2022-06-30$0
Participant contributions at beginning of year2022-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-06-30$0
Other income not declared elsewhere2022-06-30$-1,756,465
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$-2,083,220
Value of net assets at end of year (total assets less liabilities)2022-06-30$10,247,942
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$12,331,162
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
Investment advisory and management fees2022-06-30$53,822
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-06-30$4,072,068
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-06-30$4,599,356
Value of interest in pooled separate accounts at end of year2022-06-30$0
Value of interest in pooled separate accounts at beginning of year2022-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-06-30$1,358,594
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-06-30$85,253
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-06-30$85,253
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-06-30$51
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-06-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30Yes
Was there a failure to transmit to the plan any participant contributions2022-06-30No
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Contributions received in cash from employer2022-06-30$153,200
Employer contributions (assets) at end of year2022-06-30$0
Employer contributions (assets) at beginning of year2022-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$602,776
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 name2022-06-30JAMES C MOYNA CPA PC
Accountancy firm EIN2022-06-30472940358
2021 : EMPLOYEE BENEFIT PLAN OF LUTHERAN CHILD AND FAMILY SERVICES OF ILLINOIS 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$2,939,368
Total loss/gain on sale of assets2021-06-30$0
Total of all expenses incurred2021-06-30$597,615
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$597,615
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$517,262
Value of total assets at end of year2021-06-30$12,331,162
Value of total assets at beginning of year2021-06-30$9,989,409
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$0
Total interest from all sources2021-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$149,689
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2021-06-30$149,689
Assets. Corporate prefeered stocks other than exployer securities at end of year2021-06-30$7,646,553
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2021-06-30$0
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
Other income not declared elsewhere2021-06-30$2,272,417
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$2,341,753
Value of net assets at end of year (total assets less liabilities)2021-06-30$12,331,162
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$9,989,409
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$4,599,356
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-06-30$0
Value of interest in pooled separate accounts at end of year2021-06-30$0
Value of interest in pooled separate accounts at beginning of year2021-06-30$9,592,996
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-06-30$85,253
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-06-30$371,433
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30Yes
Was there a failure to transmit to the plan any participant contributions2021-06-30No
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Contributions received in cash from employer2021-06-30$517,262
Employer contributions (assets) at end of year2021-06-30$0
Employer contributions (assets) at beginning of year2021-06-30$24,980
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$597,615
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Opinion of an independent qualified public accountant for this plan2021-06-30Disclaimer
Accountancy firm name2021-06-30JAMES C MOYNA CPA PC
Accountancy firm EIN2021-06-30472940358
2020 : EMPLOYEE BENEFIT PLAN OF LUTHERAN CHILD AND FAMILY SERVICES OF ILLINOIS 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-06-30$-15,058
Total unrealized appreciation/depreciation of assets2020-06-30$-15,058
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$583,799
Total loss/gain on sale of assets2020-06-30$0
Total of all expenses incurred2020-06-30$622,184
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$622,184
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$24,980
Value of total assets at end of year2020-06-30$9,989,409
Value of total assets at beginning of year2020-06-30$10,027,794
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$0
Total interest from all sources2020-06-30$0
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$500,000
If this is an individual account plan, was there a blackout period2020-06-30No
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$-38,385
Value of net assets at end of year (total assets less liabilities)2020-06-30$9,989,409
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$10,027,794
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 pooled separate accounts at end of year2020-06-30$9,592,996
Value of interest in pooled separate accounts at beginning of year2020-06-30$10,027,793
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-06-30$371,433
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-06-30$1
Net investment gain/loss from pooled separate accounts2020-06-30$573,877
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30Yes
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$24,980
Employer contributions (assets) at end of year2020-06-30$24,980
Employer contributions (assets) at beginning of year2020-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$622,184
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 name2020-06-30JAMES C MOYNA CPA PC
Accountancy firm EIN2020-06-30472940358
2019 : EMPLOYEE BENEFIT PLAN OF LUTHERAN CHILD AND FAMILY SERVICES OF ILLINOIS 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$489,930
Total loss/gain on sale of assets2019-06-30$0
Total of all expenses incurred2019-06-30$608,543
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$592,753
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$0
Value of total assets at end of year2019-06-30$10,027,794
Value of total assets at beginning of year2019-06-30$10,146,407
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$15,790
Total interest from all sources2019-06-30$6,906
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
Administrative expenses professional fees incurred2019-06-30$15,790
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-06-30$0
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$-118,613
Value of net assets at end of year (total assets less liabilities)2019-06-30$10,027,794
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$10,146,407
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$10,027,793
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$9,580,433
Interest earned on other investments2019-06-30$6,906
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-06-30$1
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-06-30$565,974
Net investment gain/loss from pooled separate accounts2019-06-30$483,024
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$592,753
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 name2019-06-30JAMES M. MOYNA, CPA, PC
Accountancy firm EIN2019-06-30472940358
2018 : EMPLOYEE BENEFIT PLAN OF LUTHERAN CHILD AND FAMILY SERVICES OF ILLINOIS 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$861,588
Total loss/gain on sale of assets2018-06-30$0
Total of all expenses incurred2018-06-30$595,176
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$578,110
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$28,215
Value of total assets at end of year2018-06-30$10,146,407
Value of total assets at beginning of year2018-06-30$9,879,995
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$17,066
Total interest from all sources2018-06-30$5,869
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
Administrative expenses professional fees incurred2018-06-30$17,066
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$500,000
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
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$266,412
Value of net assets at end of year (total assets less liabilities)2018-06-30$10,146,407
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$9,879,995
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$9,580,433
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$9,267,929
Interest earned on other investments2018-06-30$5,869
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-06-30$565,974
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-06-30$612,066
Net investment gain/loss from pooled separate accounts2018-06-30$827,504
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$28,215
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$578,110
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 name2018-06-30JAMES M. MOYNA, CPA, PC
Accountancy firm EIN2018-06-30472940358
2017 : EMPLOYEE BENEFIT PLAN OF LUTHERAN CHILD AND FAMILY SERVICES OF ILLINOIS 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$1,131,758
Total loss/gain on sale of assets2017-06-30$0
Total of all expenses incurred2017-06-30$569,554
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$552,445
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$0
Value of total assets at end of year2017-06-30$9,879,995
Value of total assets at beginning of year2017-06-30$9,317,791
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$17,109
Total interest from all sources2017-06-30$5,170
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
Administrative expenses professional fees incurred2017-06-30$17,109
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$500,000
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
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$562,204
Value of net assets at end of year (total assets less liabilities)2017-06-30$9,879,995
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$9,317,791
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$9,267,929
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$8,866,341
Interest earned on other investments2017-06-30$5,170
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-06-30$612,066
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-06-30$451,450
Net investment gain/loss from pooled separate accounts2017-06-30$1,126,588
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$552,445
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 name2017-06-30JAMES M. MOYNA, CPA, PC
Accountancy firm EIN2017-06-30472940358
2016 : EMPLOYEE BENEFIT PLAN OF LUTHERAN CHILD AND FAMILY SERVICES OF ILLINOIS 2016 401k financial data
Total income from all sources (including contributions)2016-06-30$145,147
Total of all expenses incurred2016-06-30$529,234
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$504,790
Value of total assets at end of year2016-06-30$9,317,791
Value of total assets at beginning of year2016-06-30$9,701,878
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$24,444
Total interest from all sources2016-06-30$4,427
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Administrative expenses professional fees incurred2016-06-30$24,444
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-06-30$0
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$-384,087
Value of net assets at end of year (total assets less liabilities)2016-06-30$9,317,791
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$9,701,878
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$8,866,341
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$9,050,620
Interest earned on other investments2016-06-30$4,427
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-06-30$451,450
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-06-30$651,258
Net investment gain/loss from pooled separate accounts2016-06-30$140,720
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$504,790
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 name2016-06-30RSM US LLP
Accountancy firm EIN2016-06-30420714325
2015 : EMPLOYEE BENEFIT PLAN OF LUTHERAN CHILD AND FAMILY SERVICES OF ILLINOIS 2015 401k financial data
Total income from all sources (including contributions)2015-06-30$518,786
Total of all expenses incurred2015-06-30$510,588
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$484,668
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$121,794
Value of total assets at end of year2015-06-30$9,701,878
Value of total assets at beginning of year2015-06-30$9,693,680
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$25,920
Total interest from all sources2015-06-30$4,728
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Administrative expenses professional fees incurred2015-06-30$25,920
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$500,000
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
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$8,198
Value of net assets at end of year (total assets less liabilities)2015-06-30$9,701,878
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$9,693,680
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$9,050,620
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$9,148,356
Interest earned on other investments2015-06-30$4,728
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-06-30$651,258
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-06-30$545,324
Net investment gain/loss from pooled separate accounts2015-06-30$392,264
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30Yes
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$121,794
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$484,668
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 name2015-06-30RSM US LLP
Accountancy firm EIN2015-06-30420714325
2014 : EMPLOYEE BENEFIT PLAN OF LUTHERAN CHILD AND FAMILY SERVICES OF ILLINOIS 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$1,736,136
Total loss/gain on sale of assets2014-06-30$0
Total of all expenses incurred2014-06-30$500,247
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$478,462
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$230,994
Value of total assets at end of year2014-06-30$9,693,680
Value of total assets at beginning of year2014-06-30$8,457,791
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$21,785
Total interest from all sources2014-06-30$6,139
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$0
Administrative expenses professional fees incurred2014-06-30$21,785
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
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$1,235,889
Value of net assets at end of year (total assets less liabilities)2014-06-30$9,693,680
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$8,457,791
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$9,148,356
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$7,799,353
Interest earned on other investments2014-06-30$6,139
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-06-30$545,324
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-06-30$658,438
Net investment gain/loss from pooled separate accounts2014-06-30$1,499,003
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30Yes
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$230,994
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$478,462
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 name2014-06-30MCGLADREY LLP
Accountancy firm EIN2014-06-30420714325
2013 : EMPLOYEE BENEFIT PLAN OF LUTHERAN CHILD AND FAMILY SERVICES OF ILLINOIS 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$1,213,339
Total loss/gain on sale of assets2013-06-30$0
Total of all expenses incurred2013-06-30$486,955
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$463,065
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$227,380
Value of total assets at end of year2013-06-30$8,457,791
Value of total assets at beginning of year2013-06-30$7,731,407
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$23,890
Total interest from all sources2013-06-30$7,090
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$0
Administrative expenses professional fees incurred2013-06-30$23,890
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
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$726,384
Value of net assets at end of year (total assets less liabilities)2013-06-30$8,457,791
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$7,731,407
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$7,799,353
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-06-30$7,020,484
Interest earned on other investments2013-06-30$7,090
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-06-30$658,438
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-06-30$523,345
Net investment gain/loss from pooled separate accounts2013-06-30$978,869
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30Yes
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$227,380
Employer contributions (assets) at end of year2013-06-30$0
Employer contributions (assets) at beginning of year2013-06-30$187,578
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$463,065
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 name2013-06-30MCGLADREY LLP
Accountancy firm EIN2013-06-30420714325
2012 : EMPLOYEE BENEFIT PLAN OF LUTHERAN CHILD AND FAMILY SERVICES OF ILLINOIS 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$688,486
Total loss/gain on sale of assets2012-06-30$0
Total of all expenses incurred2012-06-30$440,239
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$417,604
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$483,837
Value of total assets at end of year2012-06-30$7,731,407
Value of total assets at beginning of year2012-06-30$7,483,160
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$22,635
Total interest from all sources2012-06-30$9,283
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Administrative expenses professional fees incurred2012-06-30$22,635
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$500,000
If this is an individual account plan, was there a blackout period2012-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-06-30$0
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
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$248,247
Value of net assets at end of year (total assets less liabilities)2012-06-30$7,731,407
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$7,483,160
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$7,020,484
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-06-30$6,886,866
Interest earned on other investments2012-06-30$9,283
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-06-30$523,345
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-06-30$389,326
Net investment gain/loss from pooled separate accounts2012-06-30$195,366
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30Yes
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$483,837
Employer contributions (assets) at end of year2012-06-30$187,578
Employer contributions (assets) at beginning of year2012-06-30$206,968
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$417,604
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 name2012-06-30MCGLADREY LLP
Accountancy firm EIN2012-06-30420714325
2011 : EMPLOYEE BENEFIT PLAN OF LUTHERAN CHILD AND FAMILY SERVICES OF ILLINOIS 2011 401k financial data
Unrealized appreciation/depreciation of real estate assets2011-06-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2011-06-30$0
Total unrealized appreciation/depreciation of assets2011-06-30$0
Total transfer of assets to this plan2011-06-30$0
Total transfer of assets from this plan2011-06-30$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
Expenses. Interest paid2011-06-30$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022011-06-30$0
Total income from all sources (including contributions)2011-06-30$1,748,682
Total loss/gain on sale of assets2011-06-30$0
Total of all expenses incurred2011-06-30$389,144
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$363,794
Expenses. Certain deemed distributions of participant loans2011-06-30$0
Value of total corrective distributions2011-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$413,509
Value of total assets at end of year2011-06-30$7,483,160
Value of total assets at beginning of year2011-06-30$6,123,622
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$25,350
Total income from rents2011-06-30$0
Total interest from all sources2011-06-30$9,329
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
Total dividends received from registered investment company shares (eg mutual funds)2011-06-30$0
Assets. Real estate other than employer real property at end of year2011-06-30$0
Assets. Real estate other than employer real property at beginning of year2011-06-30$0
Administrative expenses professional fees incurred2011-06-30$25,350
Assets. Corporate prefeered stocks other than exployer securities at end of year2011-06-30$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2011-06-30$0
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
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Contributions received from participants2011-06-30$0
Participant contributions at end of year2011-06-30$0
Participant contributions at beginning of year2011-06-30$0
Participant contributions at end of year2011-06-30$0
Participant contributions at beginning of year2011-06-30$0
Assets. Other investments not covered elsewhere at end of year2011-06-30$0
Assets. Other investments not covered elsewhere at beginning of year2011-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2011-06-30$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-06-30$0
Assets. Loans (other than to participants) at end of year2011-06-30$0
Assets. Loans (other than to participants) at beginning of year2011-06-30$0
Administrative expenses (other) incurred2011-06-30$0
Total non interest bearing cash at end of year2011-06-30$0
Total non interest bearing cash at beginning of year2011-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Income. Non cash contributions2011-06-30$0
Value of net income/loss2011-06-30$1,359,538
Value of net assets at end of year (total assets less liabilities)2011-06-30$7,483,160
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$6,123,622
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
Assets. partnership/joint venture interests at end of year2011-06-30$0
Assets. partnership/joint venture interests at beginning of year2011-06-30$0
Investment advisory and management fees2011-06-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-06-30$6,886,866
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-06-30$5,561,022
Value of interest in pooled separate accounts at end of year2011-06-30$0
Value of interest in pooled separate accounts at beginning of year2011-06-30$0
Interest on participant loans2011-06-30$0
Income. Interest from loans (other than to participants)2011-06-30$0
Interest earned on other investments2011-06-30$9,329
Income. Interest from US Government securities2011-06-30$0
Income. Interest from corporate debt instruments2011-06-30$0
Value of interest in master investment trust accounts at end of year2011-06-30$0
Value of interest in master investment trust accounts at beginning of year2011-06-30$0
Value of interest in common/collective trusts at end of year2011-06-30$0
Value of interest in common/collective trusts at beginning of year2011-06-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-06-30$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-06-30$0
Assets. Value of investments in 103.12 investment entities at end of year2011-06-30$0
Assets. Value of investments in 103.12 investment entities at beginning of year2011-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-06-30$389,326
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-06-30$339,936
Expenses. Payments to insurance carriers foe the provision of benefits2011-06-30$0
Asset value of US Government securities at end of year2011-06-30$0
Asset value of US Government securities at beginning of year2011-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-06-30$0
Net investment gain/loss from pooled separate accounts2011-06-30$1,325,844
Net investment gain or loss from common/collective trusts2011-06-30$0
Net gain/loss from 103.12 investment entities2011-06-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30Yes
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$413,509
Employer contributions (assets) at end of year2011-06-30$206,968
Employer contributions (assets) at beginning of year2011-06-30$222,664
Income. Dividends from preferred stock2011-06-30$0
Income. Dividends from common stock2011-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$363,794
Asset. Corporate debt instrument preferred debt at end of year2011-06-30$0
Asset. Corporate debt instrument preferred debt at beginning of year2011-06-30$0
Asset. Corporate debt instrument debt (other) at end of year2011-06-30$0
Asset. Corporate debt instrument debt (other) at beginning of year2011-06-30$0
Contract administrator fees2011-06-30$0
Assets. Corporate common stocks other than exployer securities at end of year2011-06-30$0
Assets. Corporate common stocks other than exployer securities at beginning of year2011-06-30$0
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
Aggregate proceeds on sale of assets2011-06-30$0
Aggregate carrying amount (costs) on sale of assets2011-06-30$0
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 name2011-06-30MCGLADREY & PULLEN, LLP
Accountancy firm EIN2011-06-30420714325
2010 : EMPLOYEE BENEFIT PLAN OF LUTHERAN CHILD AND FAMILY SERVICES OF ILLINOIS 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 EMPLOYEE BENEFIT PLAN OF LUTHERAN CHILD AND FAMILY SERVICES OF ILLINOIS

2022: EMPLOYEE BENEFIT PLAN OF LUTHERAN CHILD AND FAMILY SERVICES OF ILLINOIS 2022 form 5500 responses
2022-07-01Type of plan entitySingle employer plan
2022-07-01Submission has been amendedNo
2022-07-01This submission is the final filingNo
2022-07-01This return/report is a short plan year return/report (less than 12 months)No
2022-07-01Plan is a collectively bargained planNo
2022-07-01Plan funding arrangement – InsuranceYes
2022-07-01Plan funding arrangement – TrustYes
2022-07-01Plan benefit arrangement - TrustYes
2021: EMPLOYEE BENEFIT PLAN OF LUTHERAN CHILD AND FAMILY SERVICES OF ILLINOIS 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 funding arrangement – TrustYes
2021-07-01Plan benefit arrangement - TrustYes
2020: EMPLOYEE BENEFIT PLAN OF LUTHERAN CHILD AND FAMILY SERVICES OF ILLINOIS 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 funding arrangement – TrustYes
2020-07-01Plan benefit arrangement - TrustYes
2019: EMPLOYEE BENEFIT PLAN OF LUTHERAN CHILD AND FAMILY SERVICES OF ILLINOIS 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 funding arrangement – TrustYes
2019-07-01Plan benefit arrangement - TrustYes
2018: EMPLOYEE BENEFIT PLAN OF LUTHERAN CHILD AND FAMILY SERVICES OF ILLINOIS 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 funding arrangement – TrustYes
2018-07-01Plan benefit arrangement – InsuranceYes
2018-07-01Plan benefit arrangement - TrustYes
2017: EMPLOYEE BENEFIT PLAN OF LUTHERAN CHILD AND FAMILY SERVICES OF ILLINOIS 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 funding arrangement – TrustYes
2017-07-01Plan benefit arrangement – InsuranceYes
2017-07-01Plan benefit arrangement - TrustYes
2016: EMPLOYEE BENEFIT PLAN OF LUTHERAN CHILD AND FAMILY SERVICES OF ILLINOIS 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedYes
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 funding arrangement – TrustYes
2016-07-01Plan benefit arrangement – InsuranceYes
2016-07-01Plan benefit arrangement - TrustYes
2015: EMPLOYEE BENEFIT PLAN OF LUTHERAN CHILD AND FAMILY SERVICES OF ILLINOIS 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 funding arrangement – TrustYes
2015-07-01Plan benefit arrangement – InsuranceYes
2015-07-01Plan benefit arrangement - TrustYes
2014: EMPLOYEE BENEFIT PLAN OF LUTHERAN CHILD AND FAMILY SERVICES OF ILLINOIS 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 funding arrangement – TrustYes
2014-07-01Plan benefit arrangement – InsuranceYes
2014-07-01Plan benefit arrangement - TrustYes
2013: EMPLOYEE BENEFIT PLAN OF LUTHERAN CHILD AND FAMILY SERVICES OF ILLINOIS 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 funding arrangement – TrustYes
2013-07-01Plan benefit arrangement – InsuranceYes
2013-07-01Plan benefit arrangement - TrustYes
2012: EMPLOYEE BENEFIT PLAN OF LUTHERAN CHILD AND FAMILY SERVICES OF ILLINOIS 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 funding arrangement – TrustYes
2012-07-01Plan benefit arrangement – InsuranceYes
2012-07-01Plan benefit arrangement - TrustYes
2011: EMPLOYEE BENEFIT PLAN OF LUTHERAN CHILD AND FAMILY SERVICES OF ILLINOIS 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement – InsuranceYes
2011-07-01Plan benefit arrangement - TrustYes
2009: EMPLOYEE BENEFIT PLAN OF LUTHERAN CHILD AND FAMILY SERVICES OF ILLINOIS 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedNo
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – InsuranceYes
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement – InsuranceYes
2009-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number052308-B
Policy instance 1
Insurance contract or identification number052308-B
Number of Individuals Covered1
Insurance policy start date2020-07-01
Insurance policy end date2020-09-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number052308-B
Policy instance 1
Insurance contract or identification number052308-B
Number of Individuals Covered395
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number052308-B
Policy instance 1
Insurance contract or identification number052308-B
Number of Individuals Covered396
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number052308-B
Policy instance 1
Insurance contract or identification number052308-B
Number of Individuals Covered400
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number052308-B
Policy instance 1
Insurance contract or identification number052308-B
Number of Individuals Covered409
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 $736
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 fees736
Additional information about fees paid to insurance brokerINCENTIVE COMP PROGRAM
Insurance broker organization code?3
Insurance broker nameCHICAGO REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number052308-B
Policy instance 1
Insurance contract or identification number052308-B
Number of Individuals Covered406
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 $479
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 fees479
Additional information about fees paid to insurance brokerINCENTIVE COMP PROGRAM
Insurance broker organization code?3
Insurance broker nameCHICAGO REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number052308-B
Policy instance 1
Insurance contract or identification number052308-B
Number of Individuals Covered419
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 $519
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees519
Additional information about fees paid to insurance brokerINCENTIVE COMP PROGRAM
Insurance broker organization code?3
Insurance broker nameCHICAGO REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number052308-B
Policy instance 1
Insurance contract or identification number052308-B
Number of Individuals Covered418
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 $603
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees184
Additional information about fees paid to insurance brokerINCENTIVE COMP PROGRAM
Insurance broker organization code?3
Insurance broker nameRAFAEL AMGLADA
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number052308-B
Policy instance 1
Insurance contract or identification number052308-B
Number of Individuals Covered424
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 $961
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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