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403(B) THRIFT PLAN OF ENVISION UNLIMITED 401k Plan overview

Plan Name403(B) THRIFT PLAN OF ENVISION UNLIMITED
Plan identification number 001

403(B) THRIFT PLAN OF ENVISION UNLIMITED 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

ENVISION UNLIMITED has sponsored the creation of one or more 401k plans.

Company Name:ENVISION UNLIMITED
Employer identification number (EIN):362544178
NAIC Classification:624310
NAIC Description:Vocational Rehabilitation Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 403(B) THRIFT PLAN OF ENVISION UNLIMITED

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-07-01
0012020-07-01
0012019-07-01
0012018-07-01
0012017-07-01
0012016-07-01ROBERT KOWALSKI ROBERT KOWALSKI2018-04-11
0012015-07-01ROBERT KOWALSKI
0012014-07-01ROBERT KOWALSKI ROBERT KOWALSKI2016-02-23
0012013-07-01ROBERT KOWALSKI ROBERT KOWALSKI2015-04-14
0012012-07-01RAYMOND JANUTIS RAYMOND JANUTIS2014-04-08
0012011-07-01RAYMOND JANUTIS RAYMOND JANUTIS2013-02-01
0012010-07-01KRISTIN MACRAE JEAN ELLIOTT2012-02-01
0012009-07-01CAROL LENKART KRISTIN MACRAE2011-04-14
0012009-07-01CAROL LENKART KRISTIN MACRAE2011-06-28

Plan Statistics for 403(B) THRIFT PLAN OF ENVISION UNLIMITED

401k plan membership statisitcs for 403(B) THRIFT PLAN OF ENVISION UNLIMITED

Measure Date Value
2021: 403(B) THRIFT PLAN OF ENVISION UNLIMITED 2021 401k membership
Total participants, beginning-of-year2021-07-01649
Total number of active participants reported on line 7a of the Form 55002021-07-01546
Number of retired or separated participants receiving benefits2021-07-010
Number of other retired or separated participants entitled to future benefits2021-07-01336
Total of all active and inactive participants2021-07-01882
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-0112
Total participants2021-07-01894
Number of participants with account balances2021-07-01826
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-0165
2020: 403(B) THRIFT PLAN OF ENVISION UNLIMITED 2020 401k membership
Total participants, beginning-of-year2020-07-01685
Total number of active participants reported on line 7a of the Form 55002020-07-01419
Number of retired or separated participants receiving benefits2020-07-010
Number of other retired or separated participants entitled to future benefits2020-07-01224
Total of all active and inactive participants2020-07-01643
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-016
Total participants2020-07-01649
Number of participants with account balances2020-07-01618
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-0154
2019: 403(B) THRIFT PLAN OF ENVISION UNLIMITED 2019 401k membership
Total participants, beginning-of-year2019-07-01713
Total number of active participants reported on line 7a of the Form 55002019-07-01490
Number of retired or separated participants receiving benefits2019-07-010
Number of other retired or separated participants entitled to future benefits2019-07-01187
Total of all active and inactive participants2019-07-01677
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-018
Total participants2019-07-01685
Number of participants with account balances2019-07-01649
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-0152
2018: 403(B) THRIFT PLAN OF ENVISION UNLIMITED 2018 401k membership
Total participants, beginning-of-year2018-07-01543
Total number of active participants reported on line 7a of the Form 55002018-07-01522
Number of retired or separated participants receiving benefits2018-07-010
Number of other retired or separated participants entitled to future benefits2018-07-01186
Total of all active and inactive participants2018-07-01708
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-015
Total participants2018-07-01713
Number of participants with account balances2018-07-01680
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-0159
2017: 403(B) THRIFT PLAN OF ENVISION UNLIMITED 2017 401k membership
Total participants, beginning-of-year2017-07-01470
Total number of active participants reported on line 7a of the Form 55002017-07-01422
Number of retired or separated participants receiving benefits2017-07-010
Number of other retired or separated participants entitled to future benefits2017-07-01118
Total of all active and inactive participants2017-07-01540
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-013
Total participants2017-07-01543
Number of participants with account balances2017-07-01527
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-0127
2016: 403(B) THRIFT PLAN OF ENVISION UNLIMITED 2016 401k membership
Total participants, beginning-of-year2016-07-01445
Total number of active participants reported on line 7a of the Form 55002016-07-01336
Number of retired or separated participants receiving benefits2016-07-010
Number of other retired or separated participants entitled to future benefits2016-07-01131
Total of all active and inactive participants2016-07-01467
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-013
Total participants2016-07-01470
Number of participants with account balances2016-07-01461
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-0146
2015: 403(B) THRIFT PLAN OF ENVISION UNLIMITED 2015 401k membership
Total participants, beginning-of-year2015-07-01385
Total number of active participants reported on line 7a of the Form 55002015-07-01327
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-01114
Total of all active and inactive participants2015-07-01441
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-014
Total participants2015-07-01445
Number of participants with account balances2015-07-01444
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-0160
2014: 403(B) THRIFT PLAN OF ENVISION UNLIMITED 2014 401k membership
Total participants, beginning-of-year2014-07-01487
Total number of active participants reported on line 7a of the Form 55002014-07-01309
Number of retired or separated participants receiving benefits2014-07-010
Number of other retired or separated participants entitled to future benefits2014-07-0171
Total of all active and inactive participants2014-07-01380
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-015
Total participants2014-07-01385
Number of participants with account balances2014-07-01384
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-0129
2013: 403(B) THRIFT PLAN OF ENVISION UNLIMITED 2013 401k membership
Total participants, beginning-of-year2013-07-01445
Total number of active participants reported on line 7a of the Form 55002013-07-01317
Number of retired or separated participants receiving benefits2013-07-010
Number of other retired or separated participants entitled to future benefits2013-07-01166
Total of all active and inactive participants2013-07-01483
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-014
Total participants2013-07-01487
Number of participants with account balances2013-07-01486
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-0118
2012: 403(B) THRIFT PLAN OF ENVISION UNLIMITED 2012 401k membership
Total participants, beginning-of-year2012-07-01414
Total number of active participants reported on line 7a of the Form 55002012-07-01299
Number of retired or separated participants receiving benefits2012-07-010
Number of other retired or separated participants entitled to future benefits2012-07-01141
Total of all active and inactive participants2012-07-01440
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-015
Total participants2012-07-01445
Number of participants with account balances2012-07-01443
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-018
2011: 403(B) THRIFT PLAN OF ENVISION UNLIMITED 2011 401k membership
Total participants, beginning-of-year2011-07-01430
Total number of active participants reported on line 7a of the Form 55002011-07-01262
Number of retired or separated participants receiving benefits2011-07-010
Number of other retired or separated participants entitled to future benefits2011-07-01148
Total of all active and inactive participants2011-07-01410
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-014
Total participants2011-07-01414
Number of participants with account balances2011-07-01413
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-016
2010: 403(B) THRIFT PLAN OF ENVISION UNLIMITED 2010 401k membership
Total participants, beginning-of-year2010-07-01470
Total number of active participants reported on line 7a of the Form 55002010-07-01274
Number of retired or separated participants receiving benefits2010-07-010
Number of other retired or separated participants entitled to future benefits2010-07-01152
Total of all active and inactive participants2010-07-01426
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-07-014
Total participants2010-07-01430
Number of participants with account balances2010-07-01429
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-07-0110
2009: 403(B) THRIFT PLAN OF ENVISION UNLIMITED 2009 401k membership
Total participants, beginning-of-year2009-07-01485
Total number of active participants reported on line 7a of the Form 55002009-07-01309
Number of retired or separated participants receiving benefits2009-07-016
Number of other retired or separated participants entitled to future benefits2009-07-01148
Total of all active and inactive participants2009-07-01463
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-017
Total participants2009-07-01470
Number of participants with account balances2009-07-01466
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-0118

Financial Data on 403(B) THRIFT PLAN OF ENVISION UNLIMITED

Measure Date Value
2022 : 403(B) THRIFT PLAN OF ENVISION UNLIMITED 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$687,402
Total loss/gain on sale of assets2022-06-30$0
Total of all expenses incurred2022-06-30$692,895
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$678,183
Expenses. Certain deemed distributions of participant loans2022-06-30$9,813
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$1,136,165
Value of total assets at end of year2022-06-30$9,015,234
Value of total assets at beginning of year2022-06-30$9,020,727
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$4,899
Total interest from all sources2022-06-30$217,408
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$488,594
Participant contributions at end of year2022-06-30$142,971
Participant contributions at beginning of year2022-06-30$203,340
Income. Received or receivable in cash from other sources (including rollovers)2022-06-30$32,460
Other income not declared elsewhere2022-06-30$0
Administrative expenses (other) incurred2022-06-30$4,899
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$-5,493
Value of net assets at end of year (total assets less liabilities)2022-06-30$9,015,234
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$9,020,727
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$4,523,131
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-06-30$4,570,278
Interest on participant loans2022-06-30$0
Interest earned on other investments2022-06-30$217,408
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-06-30$4,349,132
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-06-30$4,247,109
Expenses. Payments to insurance carriers foe the provision of benefits2022-06-30$0
Net investment gain/loss from pooled separate accounts2022-06-30$-666,171
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$615,111
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$678,183
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 plan2022-06-30Disclaimer
Accountancy firm name2022-06-30SELDEN FOX, LTD
Accountancy firm EIN2022-06-30362985770
2021 : 403(B) THRIFT PLAN OF ENVISION UNLIMITED 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$2,162,637
Total loss/gain on sale of assets2021-06-30$0
Total of all expenses incurred2021-06-30$343,126
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$338,299
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$1,041,847
Value of total assets at end of year2021-06-30$11,260,116
Value of total assets at beginning of year2021-06-30$9,440,605
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$4,827
Total interest from all sources2021-06-30$89,344
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$1,000,000
If this is an individual account plan, was there a blackout period2021-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-06-30$0
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Contributions received from participants2021-06-30$426,013
Income. Received or receivable in cash from other sources (including rollovers)2021-06-30$327,253
Other income not declared elsewhere2021-06-30$0
Administrative expenses (other) incurred2021-06-30$4,827
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$1,819,511
Value of net assets at end of year (total assets less liabilities)2021-06-30$11,260,116
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$9,440,605
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$249,140
Value of interest in pooled separate accounts at end of year2021-06-30$4,570,278
Value of interest in pooled separate accounts at beginning of year2021-06-30$3,219,106
Interest on participant loans2021-06-30$0
Interest earned on other investments2021-06-30$89,344
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-06-30$5,673,820
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-06-30$5,623,100
Expenses. Payments to insurance carriers foe the provision of benefits2021-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-06-30$70,405
Net investment gain/loss from pooled separate accounts2021-06-30$961,041
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$288,581
Employer contributions (assets) at end of year2021-06-30$766,878
Employer contributions (assets) at beginning of year2021-06-30$598,399
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$338,299
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 name2021-06-30SELDEN FOX, LTD.
Accountancy firm EIN2021-06-30362985770
2020 : 403(B) THRIFT PLAN OF ENVISION UNLIMITED 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$748,717
Total loss/gain on sale of assets2020-06-30$0
Total of all expenses incurred2020-06-30$487,693
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$477,195
Expenses. Certain deemed distributions of participant loans2020-06-30$5,420
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$545,540
Value of total assets at end of year2020-06-30$8,842,206
Value of total assets at beginning of year2020-06-30$8,581,182
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$5,078
Total interest from all sources2020-06-30$104,011
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$1,000,000
If this is an individual account plan, was there a blackout period2020-06-30No
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Contributions received from participants2020-06-30$380,184
Participant contributions at end of year2020-06-30$0
Participant contributions at beginning of year2020-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2020-06-30$165,356
Other income not declared elsewhere2020-06-30$0
Administrative expenses (other) incurred2020-06-30$5,078
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$261,024
Value of net assets at end of year (total assets less liabilities)2020-06-30$8,842,206
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$8,581,182
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$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$0
Value of interest in pooled separate accounts at end of year2020-06-30$3,219,106
Value of interest in pooled separate accounts at beginning of year2020-06-30$3,023,552
Interest on participant loans2020-06-30$0
Interest earned on other investments2020-06-30$104,011
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-06-30$5,623,100
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-06-30$5,557,630
Expenses. Payments to insurance carriers foe the provision of benefits2020-06-30$0
Net investment gain/loss from pooled separate accounts2020-06-30$99,166
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 contributions2020-06-30Yes
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Contributions received in cash from employer2020-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$477,195
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 name2020-06-30JMM, CPA, P.C.
Accountancy firm EIN2020-06-30472940358
2019 : 403(B) THRIFT PLAN OF ENVISION UNLIMITED 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$1,574,639
Total loss/gain on sale of assets2019-06-30$0
Total of all expenses incurred2019-06-30$531,283
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$526,046
Expenses. Certain deemed distributions of participant loans2019-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$1,310,942
Value of total assets at end of year2019-06-30$8,581,182
Value of total assets at beginning of year2019-06-30$7,537,826
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$5,237
Total interest from all sources2019-06-30$103,120
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$1,000,000
If this is an individual account plan, was there a blackout period2019-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-06-30$0
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Contributions received from participants2019-06-30$326,999
Participant contributions at end of year2019-06-30$0
Participant contributions at beginning of year2019-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2019-06-30$833,346
Other income not declared elsewhere2019-06-30$0
Administrative expenses (other) incurred2019-06-30$5,237
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$1,043,356
Value of net assets at end of year (total assets less liabilities)2019-06-30$8,581,182
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$7,537,826
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$3,023,552
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$1,984,053
Interest on participant loans2019-06-30$0
Interest earned on other investments2019-06-30$103,120
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-06-30$5,557,630
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-06-30$5,553,773
Expenses. Payments to insurance carriers foe the provision of benefits2019-06-30$0
Net investment gain/loss from pooled separate accounts2019-06-30$160,577
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 contributions2019-06-30Yes
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Contributions received in cash from employer2019-06-30$150,597
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$526,046
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 name2019-06-30JMM, CPA, P.C.
Accountancy firm EIN2019-06-30472940358
2018 : 403(B) THRIFT PLAN OF ENVISION UNLIMITED 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$943,204
Total loss/gain on sale of assets2018-06-30$0
Total of all expenses incurred2018-06-30$441,139
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$435,607
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$699,843
Value of total assets at end of year2018-06-30$7,537,826
Value of total assets at beginning of year2018-06-30$7,035,761
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$5,532
Total interest from all sources2018-06-30$44,419
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$1,000,000
If this is an individual account plan, was there a blackout period2018-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-06-30$0
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Contributions received from participants2018-06-30$258,885
Income. Received or receivable in cash from other sources (including rollovers)2018-06-30$60,000
Other income not declared elsewhere2018-06-30$0
Administrative expenses (other) incurred2018-06-30$5,532
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$502,065
Value of net assets at end of year (total assets less liabilities)2018-06-30$7,537,826
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$7,035,761
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$1,984,053
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$1,638,319
Interest on participant loans2018-06-30$0
Interest earned on other investments2018-06-30$44,419
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-06-30$5,553,773
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-06-30$5,397,442
Expenses. Payments to insurance carriers foe the provision of benefits2018-06-30$0
Net investment gain/loss from pooled separate accounts2018-06-30$198,942
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$380,958
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$435,607
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, P.C.
Accountancy firm EIN2018-06-30472940358
2017 : 403(B) THRIFT PLAN OF ENVISION UNLIMITED 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$690,496
Total loss/gain on sale of assets2017-06-30$0
Total of all expenses incurred2017-06-30$1,046,942
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$1,041,770
Expenses. Certain deemed distributions of participant loans2017-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$394,384
Value of total assets at end of year2017-06-30$7,035,761
Value of total assets at beginning of year2017-06-30$7,392,207
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$5,172
Total interest from all sources2017-06-30$36,162
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$900,000
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$214,776
Income. Received or receivable in cash from other sources (including rollovers)2017-06-30$3,458
Other income not declared elsewhere2017-06-30$0
Administrative expenses (other) incurred2017-06-30$5,172
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$-356,446
Value of net assets at end of year (total assets less liabilities)2017-06-30$7,035,761
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$7,392,207
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$1,638,319
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$1,808,308
Interest on participant loans2017-06-30$0
Interest earned on other investments2017-06-30$36,162
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-06-30$5,397,442
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-06-30$5,583,899
Expenses. Payments to insurance carriers foe the provision of benefits2017-06-30$0
Net investment gain/loss from pooled separate accounts2017-06-30$259,950
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$176,150
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$1,041,770
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 name2017-06-30JMM CPA
Accountancy firm EIN2017-06-30472940358
2016 : 403(B) THRIFT PLAN OF ENVISION UNLIMITED 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$342,821
Total loss/gain on sale of assets2016-06-30$0
Total of all expenses incurred2016-06-30$1,206,676
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$1,202,068
Expenses. Certain deemed distributions of participant loans2016-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$278,395
Value of total assets at end of year2016-06-30$7,392,207
Value of total assets at beginning of year2016-06-30$8,256,062
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$4,608
Total interest from all sources2016-06-30$81,182
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$900,000
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$215,083
Participant contributions at end of year2016-06-30$0
Participant contributions at beginning of year2016-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2016-06-30$61,937
Other income not declared elsewhere2016-06-30$0
Administrative expenses (other) incurred2016-06-30$4,608
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$-863,855
Value of net assets at end of year (total assets less liabilities)2016-06-30$7,392,207
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$8,256,062
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$1,808,308
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$2,545,567
Interest on participant loans2016-06-30$0
Interest earned on other investments2016-06-30$81,182
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-06-30$5,583,899
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-06-30$5,710,495
Expenses. Payments to insurance carriers foe the provision of benefits2016-06-30$0
Net investment gain/loss from pooled separate accounts2016-06-30$-16,756
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$1,375
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$1,202,068
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 : 403(B) THRIFT PLAN OF ENVISION UNLIMITED 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total income from all sources (including contributions)2015-06-30$792,594
Total loss/gain on sale of assets2015-06-30$0
Total of all expenses incurred2015-06-30$1,129,126
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$1,127,439
Expenses. Certain deemed distributions of participant loans2015-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$586,432
Value of total assets at end of year2015-06-30$8,256,062
Value of total assets at beginning of year2015-06-30$8,592,594
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$1,687
Total interest from all sources2015-06-30$80,376
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$900,000
If this is an individual account plan, was there a blackout period2015-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-06-30$0
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Contributions received from participants2015-06-30$213,208
Income. Received or receivable in cash from other sources (including rollovers)2015-06-30$230,365
Other income not declared elsewhere2015-06-30$28,177
Administrative expenses (other) incurred2015-06-30$1,687
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$-336,532
Value of net assets at end of year (total assets less liabilities)2015-06-30$8,256,062
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$8,592,594
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-06-30$2,545,567
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$2,371,150
Interest on participant loans2015-06-30$0
Interest earned on other investments2015-06-30$80,376
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-06-30$5,710,495
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-06-30$6,221,444
Expenses. Payments to insurance carriers foe the provision of benefits2015-06-30$0
Net investment gain/loss from pooled separate accounts2015-06-30$97,609
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30No
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$142,859
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$1,127,439
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)2015-06-30No
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 : 403(B) THRIFT PLAN OF ENVISION UNLIMITED 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$975,748
Total loss/gain on sale of assets2014-06-30$0
Total of all expenses incurred2014-06-30$1,683,251
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$1,681,935
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$511,725
Value of total assets at end of year2014-06-30$8,592,594
Value of total assets at beginning of year2014-06-30$9,300,097
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$1,316
Total interest from all sources2014-06-30$90,891
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$900,000
If this is an individual account plan, was there a blackout period2014-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-06-30$0
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Contributions received from participants2014-06-30$181,575
Income. Received or receivable in cash from other sources (including rollovers)2014-06-30$80,025
Other income not declared elsewhere2014-06-30$0
Administrative expenses (other) incurred2014-06-30$1,316
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$-707,503
Value of net assets at end of year (total assets less liabilities)2014-06-30$8,592,594
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$9,300,097
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$2,371,150
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$2,300,103
Interest on participant loans2014-06-30$0
Interest earned on other investments2014-06-30$90,891
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-06-30$6,221,444
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-06-30$6,999,994
Expenses. Payments to insurance carriers foe the provision of benefits2014-06-30$0
Net investment gain/loss from pooled separate accounts2014-06-30$373,132
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30No
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Contributions received in cash from employer2014-06-30$250,125
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$1,681,935
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)2014-06-30No
Opinion of an independent qualified public accountant for this plan2014-06-30Disclaimer
Accountancy firm name2014-06-30MCGLADREY,LLP
Accountancy firm EIN2014-06-30420714325
2013 : 403(B) THRIFT PLAN OF ENVISION UNLIMITED 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$894,949
Total loss/gain on sale of assets2013-06-30$0
Total of all expenses incurred2013-06-30$1,124,661
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$1,122,592
Expenses. Certain deemed distributions of participant loans2013-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$463,702
Value of total assets at end of year2013-06-30$9,300,097
Value of total assets at beginning of year2013-06-30$9,529,809
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$2,069
Total interest from all sources2013-06-30$115,940
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$900,000
If this is an individual account plan, was there a blackout period2013-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-06-30$0
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Contributions received from participants2013-06-30$196,024
Income. Received or receivable in cash from other sources (including rollovers)2013-06-30$0
Administrative expenses (other) incurred2013-06-30$2,069
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$-229,712
Value of net assets at end of year (total assets less liabilities)2013-06-30$9,300,097
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$9,529,809
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-06-30$2,300,103
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-06-30$2,249,024
Interest on participant loans2013-06-30$0
Interest earned on other investments2013-06-30$115,940
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-06-30$6,999,994
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-06-30$7,280,785
Expenses. Payments to insurance carriers foe the provision of benefits2013-06-30$0
Net investment gain/loss from pooled separate accounts2013-06-30$315,307
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30No
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$267,678
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$1,122,592
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)2013-06-30No
Opinion of an independent qualified public accountant for this plan2013-06-30Disclaimer
Accountancy firm name2013-06-30MCGLADREY, LLP
Accountancy firm EIN2013-06-30420714325
2012 : 403(B) THRIFT PLAN OF ENVISION UNLIMITED 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$819,753
Total loss/gain on sale of assets2012-06-30$0
Total of all expenses incurred2012-06-30$1,272,898
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$1,267,060
Expenses. Certain deemed distributions of participant loans2012-06-30$3,833
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$690,271
Value of total assets at end of year2012-06-30$9,529,809
Value of total assets at beginning of year2012-06-30$9,982,954
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$2,005
Total interest from all sources2012-06-30$158,446
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$900,000
If this is an individual account plan, was there a blackout period2012-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-06-30$0
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Contributions received from participants2012-06-30$204,719
Income. Received or receivable in cash from other sources (including rollovers)2012-06-30$0
Other income not declared elsewhere2012-06-30$0
Administrative expenses (other) incurred2012-06-30$2,005
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$-453,145
Value of net assets at end of year (total assets less liabilities)2012-06-30$9,529,809
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$9,982,954
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$2,249,024
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-06-30$2,990,082
Interest on participant loans2012-06-30$0
Interest earned on other investments2012-06-30$158,446
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-06-30$7,280,785
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-06-30$6,992,872
Expenses. Payments to insurance carriers foe the provision of benefits2012-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-06-30$-5,380
Net investment gain/loss from pooled separate accounts2012-06-30$-23,584
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30No
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$485,552
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$1,267,060
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)2012-06-30No
Opinion of an independent qualified public accountant for this plan2012-06-30Disclaimer
Accountancy firm name2012-06-30MCGLADREY LLP
Accountancy firm EIN2012-06-30420714325
2011 : 403(B) THRIFT PLAN OF ENVISION UNLIMITED 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total income from all sources (including contributions)2011-06-30$1,536,026
Total loss/gain on sale of assets2011-06-30$0
Total of all expenses incurred2011-06-30$1,432,235
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$1,430,961
Expenses. Certain deemed distributions of participant loans2011-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$763,385
Value of total assets at end of year2011-06-30$9,982,954
Value of total assets at beginning of year2011-06-30$9,879,163
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$1,274
Total interest from all sources2011-06-30$181,920
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$2,798
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$2,798
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$900,000
If this is an individual account plan, was there a blackout period2011-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-06-30$0
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Contributions received from participants2011-06-30$190,650
Income. Received or receivable in cash from other sources (including rollovers)2011-06-30$7,632
Other income not declared elsewhere2011-06-30$0
Administrative expenses (other) incurred2011-06-30$1,274
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$103,791
Value of net assets at end of year (total assets less liabilities)2011-06-30$9,982,954
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$9,879,163
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-06-30$2,990,082
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-06-30$2,390,302
Interest on participant loans2011-06-30$0
Interest earned on other investments2011-06-30$181,920
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-06-30$6,992,872
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-06-30$7,488,861
Expenses. Payments to insurance carriers foe the provision of benefits2011-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-06-30$25,024
Net investment gain/loss from pooled separate accounts2011-06-30$562,899
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30No
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$565,103
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$1,430,961
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30No
Opinion of an independent qualified public accountant for this plan2011-06-30Disclaimer
Accountancy firm name2011-06-30MCGLADREY AND PULLEN
Accountancy firm EIN2011-06-30420714325

Form 5500 Responses for 403(B) THRIFT PLAN OF ENVISION UNLIMITED

2021: 403(B) THRIFT PLAN OF ENVISION UNLIMITED 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 ENVISION UNLIMITED 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 ENVISION UNLIMITED 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 ENVISION UNLIMITED 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 ENVISION UNLIMITED 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Submission has been amendedNo
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planNo
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan benefit arrangement – InsuranceYes
2016: 403(B) THRIFT PLAN OF ENVISION UNLIMITED 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 ENVISION UNLIMITED 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan benefit arrangement – InsuranceYes
2014: 403(B) THRIFT PLAN OF ENVISION UNLIMITED 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan benefit arrangement – InsuranceYes
2013: 403(B) THRIFT PLAN OF ENVISION UNLIMITED 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan benefit arrangement – InsuranceYes
2012: 403(B) THRIFT PLAN OF ENVISION UNLIMITED 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan benefit arrangement – InsuranceYes
2011: 403(B) THRIFT PLAN OF ENVISION UNLIMITED 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan benefit arrangement – InsuranceYes
2010: 403(B) THRIFT PLAN OF ENVISION UNLIMITED 2010 form 5500 responses
2010-07-01Type of plan entitySingle employer plan
2010-07-01Submission has been amendedYes
2010-07-01This submission is the final filingNo
2010-07-01This return/report is a short plan year return/report (less than 12 months)No
2010-07-01Plan is a collectively bargained planNo
2010-07-01Plan funding arrangement – InsuranceYes
2010-07-01Plan benefit arrangement – InsuranceYes
2009: 403(B) THRIFT PLAN OF ENVISION UNLIMITED 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 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 number010941A
Policy instance 1
Insurance contract or identification number010941A
Number of Individuals Covered894
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 $1,029
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 fees1029
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 number010941A
Policy instance 1
Insurance contract or identification number010941A
Number of Individuals Covered649
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 $1,029
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 fees1029
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 number010941A
Policy instance 1
Insurance contract or identification number010941A
Number of Individuals Covered685
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,247
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 fees1247
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number47047
Policy instance 2
Insurance contract or identification number47047
Number of Individuals Covered76
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 $60
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
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees60
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 number010941A
Policy instance 1
Insurance contract or identification number010941A
Number of Individuals Covered713
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $2,517
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 fees2517
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 number010941A
Policy instance 1
Insurance contract or identification number010941A
Number of Individuals Covered543
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 $1,162
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
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number70238
Policy instance 2
Insurance contract or identification number70238
Number of Individuals Covered80
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Total amount of commissions paid to insurance brokerUSD $49
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit 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
Commission paid to Insurance BrokerUSD $30
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerCOMMISSION
Insurance broker organization code?3
Insurance broker nameVARIABLE ANNUITY LIFE INSURANCE CO.
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number010941A
Policy instance 1
Insurance contract or identification number010941A
Number of Individuals Covered445
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 $1,329
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 fees1329
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE 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 number010941A
Policy instance 2
Insurance contract or identification number010941A
Number of Individuals Covered385
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 $767
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 fees767
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker nameCHICAGO REGIONAL OFFICE
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number47047
Policy instance 1
Insurance contract or identification number47047
Number of Individuals Covered84
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 $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number010941A
Policy instance 2
Insurance contract or identification number010941A
Number of Individuals Covered487
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 $600
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
Amount paid for insurance broker fees600
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP PROGRAM
Insurance broker organization code?3
Insurance broker nameCHICAGO REGIONAL OFFICE
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number47047
Policy instance 1
Insurance contract or identification number47047
Number of Individuals Covered88
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 $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number47047
Policy instance 1
Insurance contract or identification number47047
Number of Individuals Covered91
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 $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number010941A
Policy instance 2
Insurance contract or identification number010941A
Number of Individuals Covered445
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 $1,401
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 fees428
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker nameRAFAEL
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number47047
Policy instance 2
Insurance contract or identification number47047
Number of Individuals Covered94
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 $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number010941A
Policy instance 1
Insurance contract or identification number010941A
Number of Individuals Covered414
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 $3,015
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number010941A
Policy instance 1
Insurance contract or identification number010941A
Number of Individuals Covered430
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $687
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
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number47047
Policy instance 2
Insurance contract or identification number47047
Number of Individuals Covered100
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit 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

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