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403(B) THRIFT PLAN OF SGA YOUTH & FAMILY SERVICES, NFP 401k Plan overview

Plan Name403(B) THRIFT PLAN OF SGA YOUTH & FAMILY SERVICES, NFP
Plan identification number 003

403(B) THRIFT PLAN OF SGA YOUTH & FAMILY SERVICES, NFP Benefits

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

401k Sponsoring company profile

SGA YOUTH & FAMILY SERVICES, NFP has sponsored the creation of one or more 401k plans.

Company Name:SGA YOUTH & FAMILY SERVICES, NFP
Employer identification number (EIN):362167916
NAIC Classification:621399
NAIC Description:Offices of All Other Miscellaneous Health Practitioners

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 403(B) THRIFT PLAN OF SGA YOUTH & FAMILY SERVICES, NFP

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032021-07-01
0032020-07-01
0032019-07-01
0032018-07-01
0032017-07-01
0032017-07-01
0032016-07-01CAROLINA HURTADO
0032015-07-01CAROLINA HURTADO
0032015-07-01CAROLINA HURTADO
0032014-07-01CAROLINA HURTADO2016-04-14 CAROLINA HURTADO2016-04-14
0032013-07-01CAROLINA HURTADO2015-04-08 CAROLINA HURTADO2015-04-08
0032012-07-01CAROLINA HURTADO2014-01-23 CAROLINA HURTADO2014-01-23
0032011-07-01CAROLINA HURTADO2013-01-17 CAROLINA HURTADO2013-01-17
0032010-07-01CAROLINA HURTADO2012-01-26 CAROLINA HURTADO2012-01-26

Plan Statistics for 403(B) THRIFT PLAN OF SGA YOUTH & FAMILY SERVICES, NFP

401k plan membership statisitcs for 403(B) THRIFT PLAN OF SGA YOUTH & FAMILY SERVICES, NFP

Measure Date Value
2021: 403(B) THRIFT PLAN OF SGA YOUTH & FAMILY SERVICES, NFP 2021 401k membership
Total participants, beginning-of-year2021-07-01213
Total number of active participants reported on line 7a of the Form 55002021-07-01137
Number of retired or separated participants receiving benefits2021-07-010
Number of other retired or separated participants entitled to future benefits2021-07-01112
Total of all active and inactive participants2021-07-01249
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-012
Total participants2021-07-01251
Number of participants with account balances2021-07-01231
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-0132
2020: 403(B) THRIFT PLAN OF SGA YOUTH & FAMILY SERVICES, NFP 2020 401k membership
Total participants, beginning-of-year2020-07-01226
Total number of active participants reported on line 7a of the Form 55002020-07-01122
Number of retired or separated participants receiving benefits2020-07-010
Number of other retired or separated participants entitled to future benefits2020-07-0191
Total of all active and inactive participants2020-07-01213
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-010
Total participants2020-07-01213
Number of participants with account balances2020-07-01209
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-0116
2019: 403(B) THRIFT PLAN OF SGA YOUTH & FAMILY SERVICES, NFP 2019 401k membership
Total participants, beginning-of-year2019-07-01225
Total number of active participants reported on line 7a of the Form 55002019-07-01146
Number of retired or separated participants receiving benefits2019-07-010
Number of other retired or separated participants entitled to future benefits2019-07-0180
Total of all active and inactive participants2019-07-01226
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-010
Total participants2019-07-01226
Number of participants with account balances2019-07-01226
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-0127
2018: 403(B) THRIFT PLAN OF SGA YOUTH & FAMILY SERVICES, NFP 2018 401k membership
Total participants, beginning-of-year2018-07-01202
Total number of active participants reported on line 7a of the Form 55002018-07-01167
Number of retired or separated participants receiving benefits2018-07-010
Number of other retired or separated participants entitled to future benefits2018-07-0158
Total of all active and inactive participants2018-07-01225
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-010
Total participants2018-07-01225
Number of participants with account balances2018-07-01222
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-0125
2017: 403(B) THRIFT PLAN OF SGA YOUTH & FAMILY SERVICES, NFP 2017 401k membership
Total participants, beginning-of-year2017-07-01150
Total number of active participants reported on line 7a of the Form 55002017-07-01146
Number of retired or separated participants receiving benefits2017-07-010
Number of other retired or separated participants entitled to future benefits2017-07-0156
Total of all active and inactive participants2017-07-01202
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-010
Total participants2017-07-01202
Number of participants with account balances2017-07-01202
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-0133
2016: 403(B) THRIFT PLAN OF SGA YOUTH & FAMILY SERVICES, NFP 2016 401k membership
Total participants, beginning-of-year2016-07-01149
Total number of active participants reported on line 7a of the Form 55002016-07-0198
Number of retired or separated participants receiving benefits2016-07-010
Number of other retired or separated participants entitled to future benefits2016-07-0152
Total of all active and inactive participants2016-07-01150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-010
Total participants2016-07-01150
Number of participants with account balances2016-07-01146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-0139
2015: 403(B) THRIFT PLAN OF SGA YOUTH & FAMILY SERVICES, NFP 2015 401k membership
Total participants, beginning-of-year2015-07-01133
Total number of active participants reported on line 7a of the Form 55002015-07-01105
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-0143
Total of all active and inactive participants2015-07-01148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-011
Total participants2015-07-01149
Number of participants with account balances2015-07-01148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-0146

Financial Data on 403(B) THRIFT PLAN OF SGA YOUTH & FAMILY SERVICES, NFP

Measure Date Value
2022 : 403(B) THRIFT PLAN OF SGA YOUTH & FAMILY SERVICES, NFP 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$0
Total income from all sources (including contributions)2022-06-30$-213,247
Total loss/gain on sale of assets2022-06-30$0
Total of all expenses incurred2022-06-30$383,413
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$380,901
Expenses. Certain deemed distributions of participant loans2022-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$569,067
Value of total assets at end of year2022-06-30$4,575,765
Value of total assets at beginning of year2022-06-30$5,172,425
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$2,512
Total interest from all sources2022-06-30$3,173
Total dividends received (eg from common stock, registered investment company shares)2022-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30No
Was this plan covered by a fidelity bond2022-06-30No
If this is an individual account plan, was there a blackout period2022-06-30No
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Contributions received from participants2022-06-30$176,361
Participant contributions at end of year2022-06-30$17,138
Participant contributions at beginning of year2022-06-30$17,343
Income. Received or receivable in cash from other sources (including rollovers)2022-06-30$69,989
Other income not declared elsewhere2022-06-30$0
Administrative expenses (other) incurred2022-06-30$2,512
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$-596,660
Value of net assets at end of year (total assets less liabilities)2022-06-30$4,575,765
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$5,172,425
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30No
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-06-30$4,103,350
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-06-30$4,794,456
Interest on participant loans2022-06-30$0
Interest earned on other investments2022-06-30$3,173
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-06-30$455,277
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-06-30$360,626
Expenses. Payments to insurance carriers foe the provision of benefits2022-06-30$0
Net investment gain/loss from pooled separate accounts2022-06-30$-785,487
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30No
Was there a failure to transmit to the plan any participant contributions2022-06-30No
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Contributions received in cash from employer2022-06-30$322,717
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$380,901
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 name2022-06-30VELMAN BUTLER AND COMPANY, LTD.
Accountancy firm EIN2022-06-30363756436
2021 : 403(B) THRIFT PLAN OF SGA YOUTH & FAMILY SERVICES, NFP 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total income from all sources (including contributions)2021-06-30$1,675,300
Total loss/gain on sale of assets2021-06-30$0
Total of all expenses incurred2021-06-30$367,944
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$365,417
Expenses. Certain deemed distributions of participant loans2021-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$488,005
Value of total assets at end of year2021-06-30$5,172,425
Value of total assets at beginning of year2021-06-30$3,865,069
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$2,527
Total interest from all sources2021-06-30$4,152
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Was this plan covered by a fidelity bond2021-06-30No
If this is an individual account plan, was there a blackout period2021-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-06-30$0
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Contributions received from participants2021-06-30$167,846
Participant contributions at end of year2021-06-30$17,343
Participant contributions at beginning of year2021-06-30$30,018
Income. Received or receivable in cash from other sources (including rollovers)2021-06-30$11,789
Other income not declared elsewhere2021-06-30$0
Administrative expenses (other) incurred2021-06-30$2,527
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$1,307,356
Value of net assets at end of year (total assets less liabilities)2021-06-30$5,172,425
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$3,865,069
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$4,794,456
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-06-30$3,541,761
Interest on participant loans2021-06-30$0
Interest earned on other investments2021-06-30$4,152
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-06-30$360,626
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-06-30$293,290
Expenses. Payments to insurance carriers foe the provision of benefits2021-06-30$0
Net investment gain/loss from pooled separate accounts2021-06-30$1,183,143
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30No
Was there a failure to transmit to the plan any participant contributions2021-06-30No
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Contributions received in cash from employer2021-06-30$308,370
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$365,417
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 plan2021-06-30Unqualified
Accountancy firm name2021-06-30VELMAN BUTLER AND COMPANY, LTD.
Accountancy firm EIN2021-06-30363756436
2020 : 403(B) THRIFT PLAN OF SGA YOUTH & FAMILY SERVICES, NFP 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total income from all sources (including contributions)2020-06-30$646,609
Total loss/gain on sale of assets2020-06-30$0
Total of all expenses incurred2020-06-30$196,476
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$194,235
Expenses. Certain deemed distributions of participant loans2020-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$510,750
Value of total assets at end of year2020-06-30$3,865,069
Value of total assets at beginning of year2020-06-30$3,414,936
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$2,241
Total interest from all sources2020-06-30$4,761
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 bond2020-06-30No
If this is an individual account plan, was there a blackout period2020-06-30No
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Contributions received from participants2020-06-30$185,596
Participant contributions at end of year2020-06-30$30,018
Participant contributions at beginning of year2020-06-30$38,523
Income. Received or receivable in cash from other sources (including rollovers)2020-06-30$22,793
Other income not declared elsewhere2020-06-30$0
Administrative expenses (other) incurred2020-06-30$2,241
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$450,133
Value of net assets at end of year (total assets less liabilities)2020-06-30$3,865,069
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$3,414,936
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-06-30$3,541,761
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$3,102,566
Interest on participant loans2020-06-30$0
Interest earned on other investments2020-06-30$4,761
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-06-30$293,290
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-06-30$273,847
Expenses. Payments to insurance carriers foe the provision of benefits2020-06-30$0
Net investment gain/loss from pooled separate accounts2020-06-30$131,098
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30No
Was there a failure to transmit to the plan any participant contributions2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Contributions received in cash from employer2020-06-30$302,361
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$194,235
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 name2020-06-30VELMA BUTLER & COMPANY, LTD.
Accountancy firm EIN2020-06-30363756436
2019 : 403(B) THRIFT PLAN OF SGA YOUTH & FAMILY SERVICES, NFP 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$611,833
Total loss/gain on sale of assets2019-06-30$0
Total of all expenses incurred2019-06-30$158,794
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$157,036
Expenses. Certain deemed distributions of participant loans2019-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$466,850
Value of total assets at end of year2019-06-30$3,414,936
Value of total assets at beginning of year2019-06-30$2,961,897
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$1,758
Total interest from all sources2019-06-30$4,656
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Was this plan covered by a fidelity bond2019-06-30No
If this is an individual account plan, was there a blackout period2019-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-06-30$0
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Contributions received from participants2019-06-30$175,675
Participant contributions at end of year2019-06-30$38,523
Participant contributions at beginning of year2019-06-30$25,271
Income. Received or receivable in cash from other sources (including rollovers)2019-06-30$19,694
Other income not declared elsewhere2019-06-30$522
Administrative expenses (other) incurred2019-06-30$1,758
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$453,039
Value of net assets at end of year (total assets less liabilities)2019-06-30$3,414,936
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$2,961,897
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-06-30$3,102,566
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$2,651,321
Interest on participant loans2019-06-30$0
Interest earned on other investments2019-06-30$4,656
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-06-30$273,847
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-06-30$285,305
Expenses. Payments to insurance carriers foe the provision of benefits2019-06-30$0
Net investment gain/loss from pooled separate accounts2019-06-30$139,805
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30No
Was there a failure to transmit to the plan any participant contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Contributions received in cash from employer2019-06-30$271,481
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$157,036
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 name2019-06-30VELMA BUTLER & COMPANY, LTD.
Accountancy firm EIN2019-06-30363756436
2018 : 403(B) THRIFT PLAN OF SGA YOUTH & FAMILY SERVICES, NFP 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$673,129
Total loss/gain on sale of assets2018-06-30$0
Total of all expenses incurred2018-06-30$215,328
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$214,044
Expenses. Certain deemed distributions of participant loans2018-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$450,521
Value of total assets at end of year2018-06-30$2,961,897
Value of total assets at beginning of year2018-06-30$2,504,096
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$1,284
Total interest from all sources2018-06-30$3,454
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Was this plan covered by a fidelity bond2018-06-30No
If this is an individual account plan, was there a blackout period2018-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-06-30$0
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Contributions received from participants2018-06-30$165,570
Participant contributions at end of year2018-06-30$25,271
Participant contributions at beginning of year2018-06-30$38,688
Income. Received or receivable in cash from other sources (including rollovers)2018-06-30$5,585
Other income not declared elsewhere2018-06-30$0
Administrative expenses (other) incurred2018-06-30$1,284
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$457,801
Value of net assets at end of year (total assets less liabilities)2018-06-30$2,961,897
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$2,504,096
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$2,651,321
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$2,222,646
Interest on participant loans2018-06-30$0
Interest earned on other investments2018-06-30$3,454
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-06-30$285,305
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-06-30$242,762
Expenses. Payments to insurance carriers foe the provision of benefits2018-06-30$0
Net investment gain/loss from pooled separate accounts2018-06-30$219,154
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$279,366
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$214,044
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)2018-06-30No
Opinion of an independent qualified public accountant for this plan2018-06-30Unqualified
Accountancy firm name2018-06-30VELMA BUTLER & COMPANY, LTD.
Accountancy firm EIN2018-06-30363756436
2017 : 403(B) THRIFT PLAN OF SGA YOUTH & FAMILY SERVICES, NFP 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$645,231
Total loss/gain on sale of assets2017-06-30$0
Total of all expenses incurred2017-06-30$168,836
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$167,758
Expenses. Certain deemed distributions of participant loans2017-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$395,229
Value of total assets at end of year2017-06-30$2,504,096
Value of total assets at beginning of year2017-06-30$2,027,701
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$1,078
Total interest from all sources2017-06-30$3,351
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$500,000
If this is an individual account plan, was there a blackout period2017-06-30No
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Contributions received from participants2017-06-30$157,608
Participant contributions at end of year2017-06-30$38,688
Participant contributions at beginning of year2017-06-30$48,047
Income. Received or receivable in cash from other sources (including rollovers)2017-06-30$0
Other income not declared elsewhere2017-06-30$0
Administrative expenses (other) incurred2017-06-30$1,078
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$476,395
Value of net assets at end of year (total assets less liabilities)2017-06-30$2,504,096
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$2,027,701
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$2,222,646
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$1,736,352
Interest on participant loans2017-06-30$0
Interest earned on other investments2017-06-30$3,351
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-06-30$242,762
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-06-30$243,302
Expenses. Payments to insurance carriers foe the provision of benefits2017-06-30$0
Net investment gain/loss from pooled separate accounts2017-06-30$246,651
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30No
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$237,621
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$167,758
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)2017-06-30No
Opinion of an independent qualified public accountant for this plan2017-06-30Unqualified
Accountancy firm name2017-06-30VELMA BUTLER & COMPANY, LTD
Accountancy firm EIN2017-06-30363756436
2016 : 403(B) THRIFT PLAN OF SGA YOUTH & FAMILY SERVICES, NFP 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total income from all sources (including contributions)2016-06-30$378,290
Total loss/gain on sale of assets2016-06-30$0
Total of all expenses incurred2016-06-30$156,253
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$155,200
Expenses. Certain deemed distributions of participant loans2016-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$386,069
Value of total assets at end of year2016-06-30$2,027,701
Value of total assets at beginning of year2016-06-30$1,805,664
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$1,053
Total interest from all sources2016-06-30$4,061
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$500,000
If this is an individual account plan, was there a blackout period2016-06-30No
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Contributions received from participants2016-06-30$139,493
Participant contributions at end of year2016-06-30$48,047
Participant contributions at beginning of year2016-06-30$61,215
Income. Received or receivable in cash from other sources (including rollovers)2016-06-30$9,681
Other income not declared elsewhere2016-06-30$0
Administrative expenses (other) incurred2016-06-30$1,053
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$222,037
Value of net assets at end of year (total assets less liabilities)2016-06-30$2,027,701
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$1,805,664
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$1,736,352
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$1,490,396
Interest on participant loans2016-06-30$0
Interest earned on other investments2016-06-30$4,061
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-06-30$243,302
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-06-30$254,053
Expenses. Payments to insurance carriers foe the provision of benefits2016-06-30$0
Net investment gain/loss from pooled separate accounts2016-06-30$-11,840
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30No
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$236,895
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$155,200
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 plan2016-06-30Unqualified
Accountancy firm name2016-06-30VELMA BUTLER & COMPANY, LTD
Accountancy firm EIN2016-06-30363756436

Form 5500 Responses for 403(B) THRIFT PLAN OF SGA YOUTH & FAMILY SERVICES, NFP

2021: 403(B) THRIFT PLAN OF SGA YOUTH & FAMILY SERVICES, NFP 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Submission has been amendedNo
2021-07-01This submission is the final filingNo
2021-07-01This return/report is a short plan year return/report (less than 12 months)No
2021-07-01Plan is a collectively bargained planNo
2021-07-01Plan funding arrangement – InsuranceYes
2021-07-01Plan benefit arrangement – InsuranceYes
2020: 403(B) THRIFT PLAN OF SGA YOUTH & FAMILY SERVICES, NFP 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Submission has been amendedNo
2020-07-01This submission is the final filingNo
2020-07-01This return/report is a short plan year return/report (less than 12 months)No
2020-07-01Plan is a collectively bargained planNo
2020-07-01Plan funding arrangement – InsuranceYes
2020-07-01Plan benefit arrangement – InsuranceYes
2019: 403(B) THRIFT PLAN OF SGA YOUTH & FAMILY SERVICES, NFP 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Submission has been amendedNo
2019-07-01This submission is the final filingNo
2019-07-01This return/report is a short plan year return/report (less than 12 months)No
2019-07-01Plan is a collectively bargained planNo
2019-07-01Plan funding arrangement – InsuranceYes
2019-07-01Plan benefit arrangement – InsuranceYes
2018: 403(B) THRIFT PLAN OF SGA YOUTH & FAMILY SERVICES, NFP 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Submission has been amendedNo
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planNo
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan benefit arrangement – InsuranceYes
2017: 403(B) THRIFT PLAN OF SGA YOUTH & FAMILY SERVICES, NFP 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Submission has been amendedYes
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planNo
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan benefit arrangement – InsuranceYes
2016: 403(B) THRIFT PLAN OF SGA YOUTH & FAMILY SERVICES, NFP 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan benefit arrangement – InsuranceYes
2015: 403(B) THRIFT PLAN OF SGA YOUTH & FAMILY SERVICES, NFP 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedYes
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number006257A
Policy instance 1
Insurance contract or identification number006257A
Number of Individuals Covered251
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $699
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees699
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number006257A
Policy instance 1
Insurance contract or identification number006257A
Number of Individuals Covered213
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $699
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees699
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number006257A
Policy instance 1
Insurance contract or identification number006257A
Number of Individuals Covered226
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $742
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees742
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number006257A
Policy instance 1
Insurance contract or identification number006257A
Number of Individuals Covered225
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,913
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees1913
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number006257A
Policy instance 1
Insurance contract or identification number006257A
Number of Individuals Covered202
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,118
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number006257A
Policy instance 1
Insurance contract or identification number006257A
Number of Individuals Covered149
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 $1,272
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees1272
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker nameCHICAGO REGIONAL OFFICE

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