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403(B) THRIFT PLAN OF GIRL SCOUTS OF GREATER CHICAGO AND NORTHWEST INDIANA, INC. 401k Plan overview

Plan Name403(B) THRIFT PLAN OF GIRL SCOUTS OF GREATER CHICAGO AND NORTHWEST INDIANA, INC.
Plan identification number 002

403(B) THRIFT PLAN OF GIRL SCOUTS OF GREATER CHICAGO AND NORTHWEST INDIANA, INC. 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.

401k Sponsoring company profile

GIRL SCOUTS OF GREATER CHICAGO AND NORTHWEST INDIANA, INC. has sponsored the creation of one or more 401k plans.

Company Name:GIRL SCOUTS OF GREATER CHICAGO AND NORTHWEST INDIANA, INC.
Employer identification number (EIN):363871241
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 403(B) THRIFT PLAN OF GIRL SCOUTS OF GREATER CHICAGO AND NORTHWEST INDIANA, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022021-10-01
0022020-10-01
0022019-10-01
0022018-10-01
0022017-10-01
0022016-10-01STEVEN AGUINA
0022015-10-01JOEL WILCOXEN
0022014-10-01JOEL WILCOXEN JOEL WILCOXEN2017-01-10
0022013-10-01JOEL WILCOXEN JOEL WILCOXEN2017-01-10
0022012-10-01JOEL WILCOXEN
0022011-10-01JOEL WILCOXEN
0022010-10-01JOEL WILCOXEN
0022009-10-01JOEL WILCOXEN
0022008-10-01JANET NEUBERT JANET NEUBERT2011-03-21
0022007-10-01JANET NEUBERT JANET NEUBERT2011-03-21
0022006-10-01JANET NEUBERT JANET NEUBERT2011-03-21

Plan Statistics for 403(B) THRIFT PLAN OF GIRL SCOUTS OF GREATER CHICAGO AND NORTHWEST INDIANA, INC.

401k plan membership statisitcs for 403(B) THRIFT PLAN OF GIRL SCOUTS OF GREATER CHICAGO AND NORTHWEST INDIANA, INC.

Measure Date Value
2021: 403(B) THRIFT PLAN OF GIRL SCOUTS OF GREATER CHICAGO AND NORTHWEST INDIANA, INC. 2021 401k membership
Total participants, beginning-of-year2021-10-01339
Total number of active participants reported on line 7a of the Form 55002021-10-01211
Number of retired or separated participants receiving benefits2021-10-011
Number of other retired or separated participants entitled to future benefits2021-10-01165
Total of all active and inactive participants2021-10-01377
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-10-010
Total participants2021-10-01377
Number of participants with account balances2021-10-01263
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-10-010
2020: 403(B) THRIFT PLAN OF GIRL SCOUTS OF GREATER CHICAGO AND NORTHWEST INDIANA, INC. 2020 401k membership
Total participants, beginning-of-year2020-10-01428
Total number of active participants reported on line 7a of the Form 55002020-10-01137
Number of retired or separated participants receiving benefits2020-10-010
Number of other retired or separated participants entitled to future benefits2020-10-01145
Total of all active and inactive participants2020-10-01282
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-10-011
Total participants2020-10-01283
Number of participants with account balances2020-10-01273
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-10-010
2019: 403(B) THRIFT PLAN OF GIRL SCOUTS OF GREATER CHICAGO AND NORTHWEST INDIANA, INC. 2019 401k membership
Total participants, beginning-of-year2019-10-01421
Total number of active participants reported on line 7a of the Form 55002019-10-01296
Number of retired or separated participants receiving benefits2019-10-010
Number of other retired or separated participants entitled to future benefits2019-10-01128
Total of all active and inactive participants2019-10-01424
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-10-014
Total participants2019-10-01428
Number of participants with account balances2019-10-01330
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-10-010
2018: 403(B) THRIFT PLAN OF GIRL SCOUTS OF GREATER CHICAGO AND NORTHWEST INDIANA, INC. 2018 401k membership
Total participants, beginning-of-year2018-10-01202
Total number of active participants reported on line 7a of the Form 55002018-10-01291
Number of retired or separated participants receiving benefits2018-10-010
Number of other retired or separated participants entitled to future benefits2018-10-01127
Total of all active and inactive participants2018-10-01418
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-10-013
Total participants2018-10-01421
Number of participants with account balances2018-10-01325
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-10-010
2017: 403(B) THRIFT PLAN OF GIRL SCOUTS OF GREATER CHICAGO AND NORTHWEST INDIANA, INC. 2017 401k membership
Total participants, beginning-of-year2017-10-01141
Total number of active participants reported on line 7a of the Form 55002017-10-0179
Number of retired or separated participants receiving benefits2017-10-010
Number of other retired or separated participants entitled to future benefits2017-10-01120
Total of all active and inactive participants2017-10-01199
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-10-013
Total participants2017-10-01202
Number of participants with account balances2017-10-01197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-10-010
2016: 403(B) THRIFT PLAN OF GIRL SCOUTS OF GREATER CHICAGO AND NORTHWEST INDIANA, INC. 2016 401k membership
Total participants, beginning-of-year2016-10-01139
Total number of active participants reported on line 7a of the Form 55002016-10-0183
Number of retired or separated participants receiving benefits2016-10-010
Number of other retired or separated participants entitled to future benefits2016-10-0157
Total of all active and inactive participants2016-10-01140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-10-011
Total participants2016-10-01141
Number of participants with account balances2016-10-01133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-10-012
2015: 403(B) THRIFT PLAN OF GIRL SCOUTS OF GREATER CHICAGO AND NORTHWEST INDIANA, INC. 2015 401k membership
Total participants, beginning-of-year2015-10-01140
Total number of active participants reported on line 7a of the Form 55002015-10-0186
Number of retired or separated participants receiving benefits2015-10-010
Number of other retired or separated participants entitled to future benefits2015-10-0153
Total of all active and inactive participants2015-10-01139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-10-010
Total participants2015-10-01139
Number of participants with account balances2015-10-01139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-10-018
2014: 403(B) THRIFT PLAN OF GIRL SCOUTS OF GREATER CHICAGO AND NORTHWEST INDIANA, INC. 2014 401k membership
Total participants, beginning-of-year2014-10-01149
Total number of active participants reported on line 7a of the Form 55002014-10-0187
Number of retired or separated participants receiving benefits2014-10-010
Number of other retired or separated participants entitled to future benefits2014-10-0152
Total of all active and inactive participants2014-10-01139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-10-011
Total participants2014-10-01140
Number of participants with account balances2014-10-01139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-10-017
2013: 403(B) THRIFT PLAN OF GIRL SCOUTS OF GREATER CHICAGO AND NORTHWEST INDIANA, INC. 2013 401k membership
Total participants, beginning-of-year2013-10-01162
Total number of active participants reported on line 7a of the Form 55002013-10-0196
Number of retired or separated participants receiving benefits2013-10-010
Number of other retired or separated participants entitled to future benefits2013-10-0153
Total of all active and inactive participants2013-10-01149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-10-010
Total participants2013-10-01149
Number of participants with account balances2013-10-01149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-10-010
2012: 403(B) THRIFT PLAN OF GIRL SCOUTS OF GREATER CHICAGO AND NORTHWEST INDIANA, INC. 2012 401k membership
Total participants, beginning-of-year2012-10-01132
Total number of active participants reported on line 7a of the Form 55002012-10-010
Number of retired or separated participants receiving benefits2012-10-0150
Number of other retired or separated participants entitled to future benefits2012-10-01112
Total of all active and inactive participants2012-10-01162
Total participants2012-10-01162
Number of participants with account balances2012-10-01162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-10-010
2011: 403(B) THRIFT PLAN OF GIRL SCOUTS OF GREATER CHICAGO AND NORTHWEST INDIANA, INC. 2011 401k membership
Total participants, beginning-of-year2011-10-01144
Total number of active participants reported on line 7a of the Form 55002011-10-0184
Number of other retired or separated participants entitled to future benefits2011-10-0148
Total of all active and inactive participants2011-10-01132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-10-011
Total participants2011-10-01133
Number of participants with account balances2011-10-01132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-10-010
2010: 403(B) THRIFT PLAN OF GIRL SCOUTS OF GREATER CHICAGO AND NORTHWEST INDIANA, INC. 2010 401k membership
Total participants, beginning-of-year2010-10-01138
Total number of active participants reported on line 7a of the Form 55002010-10-0198
Number of retired or separated participants receiving benefits2010-10-010
Number of other retired or separated participants entitled to future benefits2010-10-0146
Total of all active and inactive participants2010-10-01144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-10-010
Total participants2010-10-01144
Number of participants with account balances2010-10-01144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-10-010
2009: 403(B) THRIFT PLAN OF GIRL SCOUTS OF GREATER CHICAGO AND NORTHWEST INDIANA, INC. 2009 401k membership
Total participants, beginning-of-year2009-10-01123
Total number of active participants reported on line 7a of the Form 55002009-10-0197
Number of retired or separated participants receiving benefits2009-10-010
Number of other retired or separated participants entitled to future benefits2009-10-0141
Total of all active and inactive participants2009-10-01138
Total participants2009-10-01138
Number of participants with account balances2009-10-01138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-10-010
2008: 403(B) THRIFT PLAN OF GIRL SCOUTS OF GREATER CHICAGO AND NORTHWEST INDIANA, INC. 2008 401k membership
Total of all active and inactive participants2008-10-010
Total participants2008-10-010
2007: 403(B) THRIFT PLAN OF GIRL SCOUTS OF GREATER CHICAGO AND NORTHWEST INDIANA, INC. 2007 401k membership
Total of all active and inactive participants2007-10-010
Total participants2007-10-010
2006: 403(B) THRIFT PLAN OF GIRL SCOUTS OF GREATER CHICAGO AND NORTHWEST INDIANA, INC. 2006 401k membership
Total of all active and inactive participants2006-10-010
Total participants2006-10-010

Financial Data on 403(B) THRIFT PLAN OF GIRL SCOUTS OF GREATER CHICAGO AND NORTHWEST INDIANA, INC.

Measure Date Value
2022 : 403(B) THRIFT PLAN OF GIRL SCOUTS OF GREATER CHICAGO AND NORTHWEST INDIANA, INC. 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-09-30$0
Total income from all sources (including contributions)2022-09-30$-315,993
Total loss/gain on sale of assets2022-09-30$0
Total of all expenses incurred2022-09-30$312,472
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-09-30$310,901
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-09-30$414,840
Value of total assets at end of year2022-09-30$3,780,858
Value of total assets at beginning of year2022-09-30$4,409,323
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-09-30$1,571
Total interest from all sources2022-09-30$1,366
Total dividends received (eg from common stock, registered investment company shares)2022-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-09-30No
Was this plan covered by a fidelity bond2022-09-30Yes
Value of fidelity bond cover2022-09-30$500,000
If this is an individual account plan, was there a blackout period2022-09-30No
Were there any nonexempt tranactions with any party-in-interest2022-09-30No
Contributions received from participants2022-09-30$222,112
Income. Received or receivable in cash from other sources (including rollovers)2022-09-30$192,728
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-09-30No
Value of net income/loss2022-09-30$-628,465
Value of net assets at end of year (total assets less liabilities)2022-09-30$3,780,858
Value of net assets at beginning of year (total assets less liabilities)2022-09-30$4,409,323
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-09-30No
Were any leases to which the plan was party in default or uncollectible2022-09-30No
Investment advisory and management fees2022-09-30$1,571
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-09-30$3,488,429
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-09-30$4,085,590
Interest earned on other investments2022-09-30$1,366
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-09-30$283,430
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-09-30$323,733
Net investment gain/loss from pooled separate accounts2022-09-30$-732,199
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-09-30No
Was there a failure to transmit to the plan any participant contributions2022-09-30No
Has the plan failed to provide any benefit when due under the plan2022-09-30No
Employer contributions (assets) at end of year2022-09-30$8,999
Employer contributions (assets) at beginning of year2022-09-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-09-30$310,901
Did the plan have assets held for investment2022-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-09-30No
Opinion of an independent qualified public accountant for this plan2022-09-30Unqualified
Accountancy firm name2022-09-30PLANTE & MORAN, PLLC
Accountancy firm EIN2022-09-30381357951
2021 : 403(B) THRIFT PLAN OF GIRL SCOUTS OF GREATER CHICAGO AND NORTHWEST INDIANA, INC. 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-09-30$0
Total income from all sources (including contributions)2021-09-30$1,074,841
Total loss/gain on sale of assets2021-09-30$0
Total of all expenses incurred2021-09-30$814,439
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-09-30$812,639
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-09-30$228,453
Value of total assets at end of year2021-09-30$4,409,323
Value of total assets at beginning of year2021-09-30$4,148,921
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-09-30$1,800
Total interest from all sources2021-09-30$3,255
Total dividends received (eg from common stock, registered investment company shares)2021-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-09-30No
Was this plan covered by a fidelity bond2021-09-30Yes
Value of fidelity bond cover2021-09-30$500,000
If this is an individual account plan, was there a blackout period2021-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-09-30$0
Were there any nonexempt tranactions with any party-in-interest2021-09-30No
Contributions received from participants2021-09-30$228,187
Income. Received or receivable in cash from other sources (including rollovers)2021-09-30$266
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-09-30No
Value of net income/loss2021-09-30$260,402
Value of net assets at end of year (total assets less liabilities)2021-09-30$4,409,323
Value of net assets at beginning of year (total assets less liabilities)2021-09-30$4,148,921
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-09-30No
Were any leases to which the plan was party in default or uncollectible2021-09-30No
Investment advisory and management fees2021-09-30$1,800
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-09-30$4,085,590
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-09-30$3,799,695
Interest earned on other investments2021-09-30$3,255
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-09-30$323,733
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-09-30$349,226
Net investment gain/loss from pooled separate accounts2021-09-30$843,133
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-09-30No
Was there a failure to transmit to the plan any participant contributions2021-09-30No
Has the plan failed to provide any benefit when due under the plan2021-09-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-09-30$812,639
Did the plan have assets held for investment2021-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-09-30No
Opinion of an independent qualified public accountant for this plan2021-09-30Unqualified
Accountancy firm name2021-09-30PLANTE & MORAN
Accountancy firm EIN2021-09-30381357951
2020 : 403(B) THRIFT PLAN OF GIRL SCOUTS OF GREATER CHICAGO AND NORTHWEST INDIANA, INC. 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-09-30$0
Total income from all sources (including contributions)2020-09-30$852,156
Total loss/gain on sale of assets2020-09-30$0
Total of all expenses incurred2020-09-30$163,699
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-09-30$161,924
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-09-30$515,932
Value of total assets at end of year2020-09-30$4,148,921
Value of total assets at beginning of year2020-09-30$3,460,464
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-09-30$1,775
Total interest from all sources2020-09-30$3,767
Total dividends received (eg from common stock, registered investment company shares)2020-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-09-30No
Was this plan covered by a fidelity bond2020-09-30Yes
Value of fidelity bond cover2020-09-30$500,000
If this is an individual account plan, was there a blackout period2020-09-30No
Were there any nonexempt tranactions with any party-in-interest2020-09-30No
Contributions received from participants2020-09-30$286,908
Income. Received or receivable in cash from other sources (including rollovers)2020-09-30$229,024
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-09-30No
Value of net income/loss2020-09-30$688,457
Value of net assets at end of year (total assets less liabilities)2020-09-30$4,148,921
Value of net assets at beginning of year (total assets less liabilities)2020-09-30$3,460,464
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-09-30No
Were any leases to which the plan was party in default or uncollectible2020-09-30No
Investment advisory and management fees2020-09-30$1,775
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-09-30$3,799,695
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-09-30$3,014,206
Interest earned on other investments2020-09-30$3,767
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-09-30$349,226
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-09-30$302,286
Net investment gain/loss from pooled separate accounts2020-09-30$332,457
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-09-30No
Was there a failure to transmit to the plan any participant contributions2020-09-30No
Has the plan failed to provide any benefit when due under the plan2020-09-30No
Employer contributions (assets) at end of year2020-09-30$0
Employer contributions (assets) at beginning of year2020-09-30$143,972
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-09-30$161,924
Did the plan have assets held for investment2020-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-09-30Yes
Opinion of an independent qualified public accountant for this plan2020-09-30Disclaimer
Accountancy firm name2020-09-30PLANTE & MORAN
Accountancy firm EIN2020-09-30381357951
2019 : 403(B) THRIFT PLAN OF GIRL SCOUTS OF GREATER CHICAGO AND NORTHWEST INDIANA, INC. 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-09-30$0
Total income from all sources (including contributions)2019-09-30$624,712
Total loss/gain on sale of assets2019-09-30$0
Total of all expenses incurred2019-09-30$273,435
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-09-30$271,826
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-09-30$536,409
Value of total assets at end of year2019-09-30$3,460,464
Value of total assets at beginning of year2019-09-30$3,109,187
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-09-30$1,609
Total interest from all sources2019-09-30$4,898
Total dividends received (eg from common stock, registered investment company shares)2019-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-09-30No
Was this plan covered by a fidelity bond2019-09-30Yes
Value of fidelity bond cover2019-09-30$500,000
If this is an individual account plan, was there a blackout period2019-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-09-30$0
Were there any nonexempt tranactions with any party-in-interest2019-09-30No
Contributions received from participants2019-09-30$287,866
Income. Received or receivable in cash from other sources (including rollovers)2019-09-30$103,661
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-09-30No
Value of net income/loss2019-09-30$351,277
Value of net assets at end of year (total assets less liabilities)2019-09-30$3,460,464
Value of net assets at beginning of year (total assets less liabilities)2019-09-30$3,109,187
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-09-30No
Were any leases to which the plan was party in default or uncollectible2019-09-30No
Investment advisory and management fees2019-09-30$1,609
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-09-30$3,014,206
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-09-30$2,621,579
Interest earned on other investments2019-09-30$4,898
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-09-30$302,286
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-09-30$336,698
Net investment gain/loss from pooled separate accounts2019-09-30$83,405
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-09-30No
Was there a failure to transmit to the plan any participant contributions2019-09-30No
Has the plan failed to provide any benefit when due under the plan2019-09-30No
Contributions received in cash from employer2019-09-30$144,882
Employer contributions (assets) at end of year2019-09-30$143,972
Employer contributions (assets) at beginning of year2019-09-30$150,910
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-09-30$271,826
Did the plan have assets held for investment2019-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-09-30Yes
Opinion of an independent qualified public accountant for this plan2019-09-30Disclaimer
Accountancy firm name2019-09-30PLANTE & MORAN
Accountancy firm EIN2019-09-30381357951
2018 : 403(B) THRIFT PLAN OF GIRL SCOUTS OF GREATER CHICAGO AND NORTHWEST INDIANA, INC. 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-09-30$0
Total income from all sources (including contributions)2018-09-30$704,342
Total loss/gain on sale of assets2018-09-30$0
Total of all expenses incurred2018-09-30$317,673
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-09-30$316,524
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-09-30$446,024
Value of total assets at end of year2018-09-30$3,109,187
Value of total assets at beginning of year2018-09-30$2,722,518
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-09-30$1,149
Total interest from all sources2018-09-30$2,731
Total dividends received (eg from common stock, registered investment company shares)2018-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-09-30No
Was this plan covered by a fidelity bond2018-09-30Yes
Value of fidelity bond cover2018-09-30$500,000
If this is an individual account plan, was there a blackout period2018-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-09-30$0
Were there any nonexempt tranactions with any party-in-interest2018-09-30No
Contributions received from participants2018-09-30$229,764
Participant contributions at end of year2018-09-30$0
Participant contributions at beginning of year2018-09-30$8,425
Income. Received or receivable in cash from other sources (including rollovers)2018-09-30$65,263
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-09-30No
Value of net income/loss2018-09-30$386,669
Value of net assets at end of year (total assets less liabilities)2018-09-30$3,109,187
Value of net assets at beginning of year (total assets less liabilities)2018-09-30$2,722,518
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-09-30No
Were any leases to which the plan was party in default or uncollectible2018-09-30No
Investment advisory and management fees2018-09-30$1,149
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-09-30$2,621,579
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-09-30$2,470,830
Interest earned on other investments2018-09-30$2,731
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-09-30$336,698
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-09-30$243,263
Net investment gain/loss from pooled separate accounts2018-09-30$255,587
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-09-30No
Was there a failure to transmit to the plan any participant contributions2018-09-30Yes
Has the plan failed to provide any benefit when due under the plan2018-09-30No
Contributions received in cash from employer2018-09-30$150,997
Employer contributions (assets) at end of year2018-09-30$150,910
Employer contributions (assets) at beginning of year2018-09-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-09-30$316,524
Did the plan have assets held for investment2018-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-09-30Yes
Opinion of an independent qualified public accountant for this plan2018-09-30Disclaimer
Accountancy firm name2018-09-30PLANTE & MORAN
Accountancy firm EIN2018-09-30381357951
2017 : 403(B) THRIFT PLAN OF GIRL SCOUTS OF GREATER CHICAGO AND NORTHWEST INDIANA, INC. 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-09-30$0
Total income from all sources (including contributions)2017-09-30$529,504
Total loss/gain on sale of assets2017-09-30$0
Total of all expenses incurred2017-09-30$202,948
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-09-30$201,777
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-09-30$216,340
Value of total assets at end of year2017-09-30$2,722,518
Value of total assets at beginning of year2017-09-30$2,395,962
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-09-30$1,171
Total interest from all sources2017-09-30$2,843
Total dividends received (eg from common stock, registered investment company shares)2017-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-09-30No
Was this plan covered by a fidelity bond2017-09-30Yes
Value of fidelity bond cover2017-09-30$500,000
If this is an individual account plan, was there a blackout period2017-09-30No
Were there any nonexempt tranactions with any party-in-interest2017-09-30No
Contributions received from participants2017-09-30$208,564
Participant contributions at end of year2017-09-30$8,425
Participant contributions at beginning of year2017-09-30$0
Income. Received or receivable in cash from other sources (including rollovers)2017-09-30$7,776
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-09-30No
Value of net income/loss2017-09-30$326,556
Value of net assets at end of year (total assets less liabilities)2017-09-30$2,722,518
Value of net assets at beginning of year (total assets less liabilities)2017-09-30$2,395,962
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-09-30No
Were any leases to which the plan was party in default or uncollectible2017-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-09-30$2,470,830
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-09-30$2,082,663
Interest earned on other investments2017-09-30$2,843
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-09-30$243,263
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-09-30$313,299
Net investment gain/loss from pooled separate accounts2017-09-30$310,321
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-09-30No
Was there a failure to transmit to the plan any participant contributions2017-09-30Yes
Has the plan failed to provide any benefit when due under the plan2017-09-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-09-30$201,777
Contract administrator fees2017-09-30$1,171
Did the plan have assets held for investment2017-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-09-30Yes
Opinion of an independent qualified public accountant for this plan2017-09-30Disclaimer
Accountancy firm name2017-09-30PLANTE & MORAN
Accountancy firm EIN2017-09-30381357951
2016 : 403(B) THRIFT PLAN OF GIRL SCOUTS OF GREATER CHICAGO AND NORTHWEST INDIANA, INC. 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-09-30$0
Total income from all sources (including contributions)2016-09-30$441,929
Total loss/gain on sale of assets2016-09-30$0
Total of all expenses incurred2016-09-30$243,783
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-09-30$242,566
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-09-30$229,653
Value of total assets at end of year2016-09-30$2,395,962
Value of total assets at beginning of year2016-09-30$2,197,816
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-09-30$1,217
Total interest from all sources2016-09-30$3,088
Total dividends received (eg from common stock, registered investment company shares)2016-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-09-30No
Was this plan covered by a fidelity bond2016-09-30Yes
Value of fidelity bond cover2016-09-30$500,000
If this is an individual account plan, was there a blackout period2016-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-09-30$0
Were there any nonexempt tranactions with any party-in-interest2016-09-30No
Contributions received from participants2016-09-30$212,959
Income. Received or receivable in cash from other sources (including rollovers)2016-09-30$16,694
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-09-30No
Value of net income/loss2016-09-30$198,146
Value of net assets at end of year (total assets less liabilities)2016-09-30$2,395,962
Value of net assets at beginning of year (total assets less liabilities)2016-09-30$2,197,816
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-09-30No
Were any leases to which the plan was party in default or uncollectible2016-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-09-30$2,082,663
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-09-30$1,819,155
Interest earned on other investments2016-09-30$3,088
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-09-30$313,299
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-09-30$378,661
Net investment gain/loss from pooled separate accounts2016-09-30$209,188
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-09-30No
Was there a failure to transmit to the plan any participant contributions2016-09-30Yes
Has the plan failed to provide any benefit when due under the plan2016-09-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-09-30$242,566
Contract administrator fees2016-09-30$1,217
Did the plan have assets held for investment2016-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-09-30Yes
Opinion of an independent qualified public accountant for this plan2016-09-30Disclaimer
Accountancy firm name2016-09-30PLANTE & MORAN
Accountancy firm EIN2016-09-30381357951
2015 : 403(B) THRIFT PLAN OF GIRL SCOUTS OF GREATER CHICAGO AND NORTHWEST INDIANA, INC. 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-09-30$0
Total income from all sources (including contributions)2015-09-30$173,521
Total loss/gain on sale of assets2015-09-30$0
Total of all expenses incurred2015-09-30$303,442
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-09-30$303,442
Expenses. Certain deemed distributions of participant loans2015-09-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-09-30$211,111
Value of total assets at end of year2015-09-30$2,197,816
Value of total assets at beginning of year2015-09-30$2,327,737
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-09-30$0
Total interest from all sources2015-09-30$3,873
Total dividends received (eg from common stock, registered investment company shares)2015-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-09-30No
Was this plan covered by a fidelity bond2015-09-30Yes
Value of fidelity bond cover2015-09-30$500,000
If this is an individual account plan, was there a blackout period2015-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-09-30$0
Were there any nonexempt tranactions with any party-in-interest2015-09-30No
Contributions received from participants2015-09-30$210,843
Income. Received or receivable in cash from other sources (including rollovers)2015-09-30$268
Other income not declared elsewhere2015-09-30$126
Administrative expenses (other) incurred2015-09-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-09-30No
Value of net income/loss2015-09-30$-129,921
Value of net assets at end of year (total assets less liabilities)2015-09-30$2,197,816
Value of net assets at beginning of year (total assets less liabilities)2015-09-30$2,327,737
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-09-30No
Were any leases to which the plan was party in default or uncollectible2015-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-09-30$1,819,155
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-09-30$1,952,229
Interest on participant loans2015-09-30$0
Interest earned on other investments2015-09-30$3,873
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-09-30$378,661
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-09-30$375,508
Expenses. Payments to insurance carriers foe the provision of benefits2015-09-30$0
Net investment gain/loss from pooled separate accounts2015-09-30$-41,589
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-09-30No
Was there a failure to transmit to the plan any participant contributions2015-09-30Yes
Has the plan failed to provide any benefit when due under the plan2015-09-30No
Contributions received in cash from employer2015-09-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-09-30$303,442
Did the plan have assets held for investment2015-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-09-30Yes
Opinion of an independent qualified public accountant for this plan2015-09-30Disclaimer
Accountancy firm name2015-09-30PLANTE & MORAN
Accountancy firm EIN2015-09-30381357951
2014 : 403(B) THRIFT PLAN OF GIRL SCOUTS OF GREATER CHICAGO AND NORTHWEST INDIANA, INC. 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-09-30$0
Total income from all sources (including contributions)2014-09-30$430,713
Total loss/gain on sale of assets2014-09-30$0
Total of all expenses incurred2014-09-30$149,035
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-09-30$149,035
Expenses. Certain deemed distributions of participant loans2014-09-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-09-30$248,804
Value of total assets at end of year2014-09-30$2,327,737
Value of total assets at beginning of year2014-09-30$2,046,059
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-09-30$0
Total interest from all sources2014-09-30$3,579
Total dividends received (eg from common stock, registered investment company shares)2014-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-09-30No
Was this plan covered by a fidelity bond2014-09-30Yes
Value of fidelity bond cover2014-09-30$500,000
If this is an individual account plan, was there a blackout period2014-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-09-30$0
Were there any nonexempt tranactions with any party-in-interest2014-09-30No
Contributions received from participants2014-09-30$243,795
Income. Received or receivable in cash from other sources (including rollovers)2014-09-30$5,009
Other income not declared elsewhere2014-09-30$0
Administrative expenses (other) incurred2014-09-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-09-30No
Value of net income/loss2014-09-30$281,678
Value of net assets at end of year (total assets less liabilities)2014-09-30$2,327,737
Value of net assets at beginning of year (total assets less liabilities)2014-09-30$2,046,059
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-09-30No
Were any leases to which the plan was party in default or uncollectible2014-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-09-30$1,952,229
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-09-30$1,699,157
Interest on participant loans2014-09-30$0
Interest earned on other investments2014-09-30$3,579
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-09-30$375,508
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-09-30$346,902
Expenses. Payments to insurance carriers foe the provision of benefits2014-09-30$0
Net investment gain/loss from pooled separate accounts2014-09-30$178,330
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-09-30No
Was there a failure to transmit to the plan any participant contributions2014-09-30Yes
Has the plan failed to provide any benefit when due under the plan2014-09-30No
Contributions received in cash from employer2014-09-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-09-30$149,035
Did the plan have assets held for investment2014-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-09-30Yes
Opinion of an independent qualified public accountant for this plan2014-09-30Disclaimer
Accountancy firm name2014-09-30PLANTE & MORAN
Accountancy firm EIN2014-09-30381357951
2013 : 403(B) THRIFT PLAN OF GIRL SCOUTS OF GREATER CHICAGO AND NORTHWEST INDIANA, INC. 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-09-30$0
Total income from all sources (including contributions)2013-09-30$545,463
Total loss/gain on sale of assets2013-09-30$0
Total of all expenses incurred2013-09-30$438,664
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-09-30$438,664
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-09-30$300,927
Value of total assets at end of year2013-09-30$2,046,059
Value of total assets at beginning of year2013-09-30$1,939,260
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-09-30$0
Total interest from all sources2013-09-30$4,895
Total dividends received (eg from common stock, registered investment company shares)2013-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-09-30No
Was this plan covered by a fidelity bond2013-09-30Yes
Value of fidelity bond cover2013-09-30$500,000
If this is an individual account plan, was there a blackout period2013-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-09-30$0
Were there any nonexempt tranactions with any party-in-interest2013-09-30No
Contributions received from participants2013-09-30$279,599
Income. Received or receivable in cash from other sources (including rollovers)2013-09-30$21,328
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-09-30No
Value of net income/loss2013-09-30$106,799
Value of net assets at end of year (total assets less liabilities)2013-09-30$2,046,059
Value of net assets at beginning of year (total assets less liabilities)2013-09-30$1,939,260
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-09-30No
Were any leases to which the plan was party in default or uncollectible2013-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-09-30$1,699,157
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-09-30$1,431,430
Interest on participant loans2013-09-30$0
Interest earned on other investments2013-09-30$4,895
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-09-30$346,902
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-09-30$507,830
Expenses. Payments to insurance carriers foe the provision of benefits2013-09-30$0
Net investment gain/loss from pooled separate accounts2013-09-30$239,641
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-09-30No
Was there a failure to transmit to the plan any participant contributions2013-09-30Yes
Has the plan failed to provide any benefit when due under the plan2013-09-30No
Contributions received in cash from employer2013-09-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-09-30$438,664
Did the plan have assets held for investment2013-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-09-30Yes
Opinion of an independent qualified public accountant for this plan2013-09-30Disclaimer
Accountancy firm name2013-09-30PLANTE & MORAN
Accountancy firm EIN2013-09-30381357951
2012 : 403(B) THRIFT PLAN OF GIRL SCOUTS OF GREATER CHICAGO AND NORTHWEST INDIANA, INC. 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-09-30$0
Total income from all sources (including contributions)2012-09-30$556,676
Total loss/gain on sale of assets2012-09-30$0
Total of all expenses incurred2012-09-30$188,459
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-09-30$188,459
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-09-30$293,927
Value of total assets at end of year2012-09-30$1,939,260
Value of total assets at beginning of year2012-09-30$1,571,043
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-09-30$0
Total interest from all sources2012-09-30$6,909
Total dividends received (eg from common stock, registered investment company shares)2012-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-09-30No
Was this plan covered by a fidelity bond2012-09-30Yes
Value of fidelity bond cover2012-09-30$500,000
If this is an individual account plan, was there a blackout period2012-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-09-30$0
Were there any nonexempt tranactions with any party-in-interest2012-09-30No
Contributions received from participants2012-09-30$273,655
Income. Received or receivable in cash from other sources (including rollovers)2012-09-30$20,272
Administrative expenses (other) incurred2012-09-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-09-30No
Value of net income/loss2012-09-30$368,217
Value of net assets at end of year (total assets less liabilities)2012-09-30$1,939,260
Value of net assets at beginning of year (total assets less liabilities)2012-09-30$1,571,043
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-09-30No
Were any leases to which the plan was party in default or uncollectible2012-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-09-30$1,431,430
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-09-30$1,187,926
Interest earned on other investments2012-09-30$6,909
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-09-30$507,830
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-09-30$383,117
Expenses. Payments to insurance carriers foe the provision of benefits2012-09-30$0
Net investment gain/loss from pooled separate accounts2012-09-30$255,840
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-09-30No
Was there a failure to transmit to the plan any participant contributions2012-09-30Yes
Has the plan failed to provide any benefit when due under the plan2012-09-30No
Contributions received in cash from employer2012-09-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-09-30$188,459
Did the plan have assets held for investment2012-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-09-30Yes
Opinion of an independent qualified public accountant for this plan2012-09-30Disclaimer
Accountancy firm name2012-09-30PLANTE & MORAN
Accountancy firm EIN2012-09-30381357951
2011 : 403(B) THRIFT PLAN OF GIRL SCOUTS OF GREATER CHICAGO AND NORTHWEST INDIANA, INC. 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-09-30$0
Total income from all sources (including contributions)2011-09-30$261,412
Total loss/gain on sale of assets2011-09-30$0
Total of all expenses incurred2011-09-30$148,389
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-09-30$148,389
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-09-30$310,306
Value of total assets at end of year2011-09-30$1,571,043
Value of total assets at beginning of year2011-09-30$1,458,020
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-09-30$0
Total interest from all sources2011-09-30$6,469
Total dividends received (eg from common stock, registered investment company shares)2011-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-09-30No
Was this plan covered by a fidelity bond2011-09-30Yes
Value of fidelity bond cover2011-09-30$500,000
If this is an individual account plan, was there a blackout period2011-09-30No
Were there any nonexempt tranactions with any party-in-interest2011-09-30No
Contributions received from participants2011-09-30$279,441
Participant contributions at end of year2011-09-30$0
Participant contributions at beginning of year2011-09-30$20,297
Income. Received or receivable in cash from other sources (including rollovers)2011-09-30$30,865
Administrative expenses (other) incurred2011-09-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-09-30No
Value of net income/loss2011-09-30$113,023
Value of net assets at end of year (total assets less liabilities)2011-09-30$1,571,043
Value of net assets at beginning of year (total assets less liabilities)2011-09-30$1,458,020
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-09-30No
Were any leases to which the plan was party in default or uncollectible2011-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-09-30$1,187,926
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-09-30$1,157,703
Interest earned on other investments2011-09-30$6,469
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-09-30$383,117
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-09-30$280,020
Expenses. Payments to insurance carriers foe the provision of benefits2011-09-30$0
Net investment gain/loss from pooled separate accounts2011-09-30$-55,363
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-09-30No
Was there a failure to transmit to the plan any participant contributions2011-09-30Yes
Has the plan failed to provide any benefit when due under the plan2011-09-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-09-30$148,389
Did the plan have assets held for investment2011-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-09-30Yes
Opinion of an independent qualified public accountant for this plan2011-09-30Disclaimer
Accountancy firm name2011-09-30PLANTE & MORAN
Accountancy firm EIN2011-09-30381357951
2010 : 403(B) THRIFT PLAN OF GIRL SCOUTS OF GREATER CHICAGO AND NORTHWEST INDIANA, INC. 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-09-30$0
Total income from all sources (including contributions)2010-09-30$385,858
Total loss/gain on sale of assets2010-09-30$0
Total of all expenses incurred2010-09-30$135,109
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-09-30$135,109
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-09-30$272,839
Value of total assets at end of year2010-09-30$1,458,020
Value of total assets at beginning of year2010-09-30$1,207,271
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-09-30$0
Total interest from all sources2010-09-30$8,550
Total dividends received (eg from common stock, registered investment company shares)2010-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-09-30No
Was this plan covered by a fidelity bond2010-09-30Yes
Value of fidelity bond cover2010-09-30$500,000
If this is an individual account plan, was there a blackout period2010-09-30No
Were there any nonexempt tranactions with any party-in-interest2010-09-30No
Contributions received from participants2010-09-30$271,884
Participant contributions at end of year2010-09-30$20,297
Participant contributions at beginning of year2010-09-30$21,873
Income. Received or receivable in cash from other sources (including rollovers)2010-09-30$955
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-09-30No
Value of net income/loss2010-09-30$250,749
Value of net assets at end of year (total assets less liabilities)2010-09-30$1,458,020
Value of net assets at beginning of year (total assets less liabilities)2010-09-30$1,207,271
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2010-09-30No
Were any leases to which the plan was party in default or uncollectible2010-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-09-30$1,157,703
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-09-30$878,091
Interest earned on other investments2010-09-30$8,550
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-09-30$280,020
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-09-30$307,307
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-09-30$4,283
Net investment gain/loss from pooled separate accounts2010-09-30$100,186
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-09-30No
Was there a failure to transmit to the plan any participant contributions2010-09-30No
Has the plan failed to provide any benefit when due under the plan2010-09-30No
Contributions received in cash from employer2010-09-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-09-30$135,109
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-09-30No
Did the plan have assets held for investment2010-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-09-30Yes
Opinion of an independent qualified public accountant for this plan2010-09-30Disclaimer
Accountancy firm name2010-09-30PLANTE & MORAN
Accountancy firm EIN2010-09-30381357951

Form 5500 Responses for 403(B) THRIFT PLAN OF GIRL SCOUTS OF GREATER CHICAGO AND NORTHWEST INDIANA, INC.

2021: 403(B) THRIFT PLAN OF GIRL SCOUTS OF GREATER CHICAGO AND NORTHWEST INDIANA, INC. 2021 form 5500 responses
2021-10-01Type of plan entitySingle employer plan
2021-10-01Submission has been amendedYes
2021-10-01This submission is the final filingNo
2021-10-01This return/report is a short plan year return/report (less than 12 months)No
2021-10-01Plan is a collectively bargained planNo
2021-10-01Plan funding arrangement – InsuranceYes
2021-10-01Plan benefit arrangement – InsuranceYes
2020: 403(B) THRIFT PLAN OF GIRL SCOUTS OF GREATER CHICAGO AND NORTHWEST INDIANA, INC. 2020 form 5500 responses
2020-10-01Type of plan entitySingle employer plan
2020-10-01Submission has been amendedNo
2020-10-01This submission is the final filingNo
2020-10-01This return/report is a short plan year return/report (less than 12 months)No
2020-10-01Plan is a collectively bargained planNo
2020-10-01Plan funding arrangement – InsuranceYes
2020-10-01Plan benefit arrangement – InsuranceYes
2019: 403(B) THRIFT PLAN OF GIRL SCOUTS OF GREATER CHICAGO AND NORTHWEST INDIANA, INC. 2019 form 5500 responses
2019-10-01Type of plan entitySingle employer plan
2019-10-01Submission has been amendedNo
2019-10-01This submission is the final filingNo
2019-10-01This return/report is a short plan year return/report (less than 12 months)No
2019-10-01Plan is a collectively bargained planNo
2019-10-01Plan funding arrangement – InsuranceYes
2019-10-01Plan benefit arrangement – InsuranceYes
2018: 403(B) THRIFT PLAN OF GIRL SCOUTS OF GREATER CHICAGO AND NORTHWEST INDIANA, INC. 2018 form 5500 responses
2018-10-01Type of plan entitySingle employer plan
2018-10-01Submission has been amendedNo
2018-10-01This submission is the final filingNo
2018-10-01This return/report is a short plan year return/report (less than 12 months)No
2018-10-01Plan is a collectively bargained planNo
2018-10-01Plan funding arrangement – InsuranceYes
2018-10-01Plan benefit arrangement – InsuranceYes
2017: 403(B) THRIFT PLAN OF GIRL SCOUTS OF GREATER CHICAGO AND NORTHWEST INDIANA, INC. 2017 form 5500 responses
2017-10-01Type of plan entitySingle employer plan
2017-10-01Submission has been amendedNo
2017-10-01This submission is the final filingNo
2017-10-01This return/report is a short plan year return/report (less than 12 months)No
2017-10-01Plan is a collectively bargained planNo
2017-10-01Plan funding arrangement – InsuranceYes
2017-10-01Plan benefit arrangement – InsuranceYes
2016: 403(B) THRIFT PLAN OF GIRL SCOUTS OF GREATER CHICAGO AND NORTHWEST INDIANA, INC. 2016 form 5500 responses
2016-10-01Type of plan entitySingle employer plan
2016-10-01Submission has been amendedNo
2016-10-01This submission is the final filingNo
2016-10-01This return/report is a short plan year return/report (less than 12 months)No
2016-10-01Plan is a collectively bargained planNo
2016-10-01Plan funding arrangement – InsuranceYes
2016-10-01Plan benefit arrangement – InsuranceYes
2015: 403(B) THRIFT PLAN OF GIRL SCOUTS OF GREATER CHICAGO AND NORTHWEST INDIANA, INC. 2015 form 5500 responses
2015-10-01Type of plan entitySingle employer plan
2015-10-01Submission has been amendedNo
2015-10-01This submission is the final filingNo
2015-10-01This return/report is a short plan year return/report (less than 12 months)No
2015-10-01Plan is a collectively bargained planNo
2015-10-01Plan funding arrangement – InsuranceYes
2015-10-01Plan benefit arrangement – InsuranceYes
2014: 403(B) THRIFT PLAN OF GIRL SCOUTS OF GREATER CHICAGO AND NORTHWEST INDIANA, INC. 2014 form 5500 responses
2014-10-01Type of plan entitySingle employer plan
2014-10-01Submission has been amendedNo
2014-10-01This submission is the final filingNo
2014-10-01This return/report is a short plan year return/report (less than 12 months)No
2014-10-01Plan is a collectively bargained planNo
2014-10-01Plan funding arrangement – InsuranceYes
2014-10-01Plan benefit arrangement – InsuranceYes
2013: 403(B) THRIFT PLAN OF GIRL SCOUTS OF GREATER CHICAGO AND NORTHWEST INDIANA, INC. 2013 form 5500 responses
2013-10-01Type of plan entitySingle employer plan
2013-10-01Submission has been amendedNo
2013-10-01This submission is the final filingNo
2013-10-01This return/report is a short plan year return/report (less than 12 months)No
2013-10-01Plan is a collectively bargained planNo
2013-10-01Plan funding arrangement – InsuranceYes
2013-10-01Plan benefit arrangement – InsuranceYes
2012: 403(B) THRIFT PLAN OF GIRL SCOUTS OF GREATER CHICAGO AND NORTHWEST INDIANA, INC. 2012 form 5500 responses
2012-10-01Type of plan entitySingle employer plan
2012-10-01Submission has been amendedNo
2012-10-01This submission is the final filingNo
2012-10-01This return/report is a short plan year return/report (less than 12 months)No
2012-10-01Plan is a collectively bargained planNo
2012-10-01Plan funding arrangement – InsuranceYes
2012-10-01Plan benefit arrangement – InsuranceYes
2011: 403(B) THRIFT PLAN OF GIRL SCOUTS OF GREATER CHICAGO AND NORTHWEST INDIANA, INC. 2011 form 5500 responses
2011-10-01Type of plan entitySingle employer plan
2011-10-01Submission has been amendedNo
2011-10-01This submission is the final filingNo
2011-10-01This return/report is a short plan year return/report (less than 12 months)No
2011-10-01Plan is a collectively bargained planNo
2011-10-01Plan funding arrangement – InsuranceYes
2011-10-01Plan benefit arrangement – InsuranceYes
2010: 403(B) THRIFT PLAN OF GIRL SCOUTS OF GREATER CHICAGO AND NORTHWEST INDIANA, INC. 2010 form 5500 responses
2010-10-01Type of plan entitySingle employer plan
2010-10-01First time form 5500 has been submittedYes
2010-10-01Submission has been amendedNo
2010-10-01This submission is the final filingNo
2010-10-01This return/report is a short plan year return/report (less than 12 months)No
2010-10-01Plan is a collectively bargained planNo
2010-10-01Plan funding arrangement – InsuranceYes
2010-10-01Plan benefit arrangement – InsuranceYes
2009: 403(B) THRIFT PLAN OF GIRL SCOUTS OF GREATER CHICAGO AND NORTHWEST INDIANA, INC. 2009 form 5500 responses
2009-10-01Type of plan entitySingle employer plan
2009-10-01Submission has been amendedNo
2009-10-01This submission is the final filingNo
2009-10-01This return/report is a short plan year return/report (less than 12 months)No
2009-10-01Plan is a collectively bargained planNo
2009-10-01Plan funding arrangement – InsuranceYes
2009-10-01Plan benefit arrangement – InsuranceYes
2008: 403(B) THRIFT PLAN OF GIRL SCOUTS OF GREATER CHICAGO AND NORTHWEST INDIANA, INC. 2008 form 5500 responses
2008-10-01Type of plan entitySingle employer plan
2008-10-01Submission has been amendedNo
2008-10-01This submission is the final filingNo
2008-10-01This return/report is a short plan year return/report (less than 12 months)No
2008-10-01Plan is a collectively bargained planNo
2007: 403(B) THRIFT PLAN OF GIRL SCOUTS OF GREATER CHICAGO AND NORTHWEST INDIANA, INC. 2007 form 5500 responses
2007-10-01Type of plan entitySingle employer plan
2007-10-01Submission has been amendedNo
2007-10-01This submission is the final filingNo
2007-10-01This return/report is a short plan year return/report (less than 12 months)No
2007-10-01Plan is a collectively bargained planNo
2006: 403(B) THRIFT PLAN OF GIRL SCOUTS OF GREATER CHICAGO AND NORTHWEST INDIANA, INC. 2006 form 5500 responses
2006-10-01Type of plan entitySingle employer plan
2006-10-01Submission has been amendedNo
2006-10-01This submission is the final filingNo
2006-10-01This return/report is a short plan year return/report (less than 12 months)No
2006-10-01Plan is a collectively bargained planNo

Insurance Providers Used on plan

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number069411-C
Policy instance 1
Insurance contract or identification number069411-C
Number of Individuals Covered377
Insurance policy start date2021-10-01
Insurance policy end date2022-09-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit 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 number069411-C
Policy instance 1
Insurance contract or identification number069411-C
Number of Individuals Covered283
Insurance policy start date2020-10-01
Insurance policy end date2021-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $466
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
Amount paid for insurance broker fees466
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 number069411-C
Policy instance 1
Insurance contract or identification number069411-C
Number of Individuals Covered428
Insurance policy start date2019-10-01
Insurance policy end date2020-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $683
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 fees683
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 number069411-C
Policy instance 1
Insurance contract or identification number069411-C
Number of Individuals Covered421
Insurance policy start date2018-10-01
Insurance policy end date2019-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $893
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 fees893
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 number069411-C
Policy instance 1
Insurance contract or identification number069411-C
Number of Individuals Covered202
Insurance policy start date2017-10-01
Insurance policy end date2018-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $567
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number069411C
Policy instance 1
Insurance contract or identification number069411C
Number of Individuals Covered140
Insurance policy start date2014-10-01
Insurance policy end date2015-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $448
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 fees448
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 number069411C
Policy instance 1
Insurance contract or identification number069411C
Number of Individuals Covered149
Insurance policy start date2013-10-01
Insurance policy end date2014-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $378
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 fees378
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 number069411C
Policy instance 1
Insurance contract or identification number069411C
Number of Individuals Covered162
Insurance policy start date2012-10-01
Insurance policy end date2013-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $435
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 fees435
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 number069411C
Policy instance 1
Insurance contract or identification number069411C
Number of Individuals Covered133
Insurance policy start date2011-10-01
Insurance policy end date2012-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $881
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 fees881
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 number069411C
Policy instance 1
Insurance contract or identification number069411C
Number of Individuals Covered144
Insurance policy start date2010-10-01
Insurance policy end date2011-09-30
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
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees7
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker nameCHRISTOPHER CONWAY
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number069411C
Policy instance 1
Insurance contract or identification number069411C
Number of Individuals Covered138
Insurance policy start date2009-10-01
Insurance policy end date2010-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,110
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 fees1110
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP PROGRAM
Insurance broker organization code?3
Insurance broker nameCHICAGO REGIONAL OFFICE

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