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403(B) THRIFT PLAN FOR EMPLOYEES OF EMPOWERING PEOPLE INSPIRING CAPABILITIES 401k Plan overview

Plan Name403(B) THRIFT PLAN FOR EMPLOYEES OF EMPOWERING PEOPLE INSPIRING CAPABILITIES
Plan identification number 004

403(B) THRIFT PLAN FOR EMPLOYEES OF EMPOWERING PEOPLE INSPIRING CAPABILITIES Benefits

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

401k Sponsoring company profile

EMPOWERING PEOPLE INSPIRING CAPABILITIES has sponsored the creation of one or more 401k plans.

Company Name:EMPOWERING PEOPLE INSPIRING CAPABILITIES
Employer identification number (EIN):370794792
NAIC Classification:623000
NAIC Description: Nursing and Residential Care Facilities

Additional information about EMPOWERING PEOPLE INSPIRING CAPABILITIES

Jurisdiction of Incorporation: Colorado Department of State
Incorporation Date: 2005-06-30
Company Identification Number: 20051255192
Legal Registered Office Address: 10200 Park Meadows Drive
Suite 2512
Littleton
United States of America (USA)
80124

More information about EMPOWERING PEOPLE INSPIRING CAPABILITIES

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 403(B) THRIFT PLAN FOR EMPLOYEES OF EMPOWERING PEOPLE INSPIRING CAPABILITIES

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0042021-07-01
0042020-07-01
0042019-07-01
0042018-07-01
0042017-07-01STEVEN ROLLINS
0042016-07-01STEVEN ROLLINS
0042015-07-01STEVEN ROLLINS
0042014-07-01STEVEN ROLLINS
0042013-07-01STEVEN ROLLINS
0042012-07-01STUART SCHMITT
0042011-07-01STUART SCHMITT
0042010-07-01STUART SCHMITT2012-04-13 STUART SCHMITT2012-04-13

Plan Statistics for 403(B) THRIFT PLAN FOR EMPLOYEES OF EMPOWERING PEOPLE INSPIRING CAPABILITIES

401k plan membership statisitcs for 403(B) THRIFT PLAN FOR EMPLOYEES OF EMPOWERING PEOPLE INSPIRING CAPABILITIES

Measure Date Value
2021: 403(B) THRIFT PLAN FOR EMPLOYEES OF EMPOWERING PEOPLE INSPIRING CAPABILITIES 2021 401k membership
Total participants, beginning-of-year2021-07-01130
Total number of active participants reported on line 7a of the Form 55002021-07-01103
Number of retired or separated participants receiving benefits2021-07-010
Number of other retired or separated participants entitled to future benefits2021-07-0141
Total of all active and inactive participants2021-07-01144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-012
Total participants2021-07-01146
Number of participants with account balances2021-07-01125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-011
2020: 403(B) THRIFT PLAN FOR EMPLOYEES OF EMPOWERING PEOPLE INSPIRING CAPABILITIES 2020 401k membership
Total participants, beginning-of-year2020-07-01130
Total number of active participants reported on line 7a of the Form 55002020-07-0187
Number of retired or separated participants receiving benefits2020-07-010
Number of other retired or separated participants entitled to future benefits2020-07-0142
Total of all active and inactive participants2020-07-01129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-011
Total participants2020-07-01130
Number of participants with account balances2020-07-01123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-015
2019: 403(B) THRIFT PLAN FOR EMPLOYEES OF EMPOWERING PEOPLE INSPIRING CAPABILITIES 2019 401k membership
Total participants, beginning-of-year2019-07-01143
Total number of active participants reported on line 7a of the Form 55002019-07-0189
Number of retired or separated participants receiving benefits2019-07-010
Number of other retired or separated participants entitled to future benefits2019-07-0140
Total of all active and inactive participants2019-07-01129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-011
Total participants2019-07-01130
Number of participants with account balances2019-07-01123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-012
2018: 403(B) THRIFT PLAN FOR EMPLOYEES OF EMPOWERING PEOPLE INSPIRING CAPABILITIES 2018 401k membership
Total participants, beginning-of-year2018-07-01146
Total number of active participants reported on line 7a of the Form 55002018-07-0197
Number of retired or separated participants receiving benefits2018-07-010
Number of other retired or separated participants entitled to future benefits2018-07-0144
Total of all active and inactive participants2018-07-01141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-012
Total participants2018-07-01143
Number of participants with account balances2018-07-01136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-015
2017: 403(B) THRIFT PLAN FOR EMPLOYEES OF EMPOWERING PEOPLE INSPIRING CAPABILITIES 2017 401k membership
Total participants, beginning-of-year2017-07-01157
Total number of active participants reported on line 7a of the Form 55002017-07-0199
Number of retired or separated participants receiving benefits2017-07-010
Number of other retired or separated participants entitled to future benefits2017-07-0146
Total of all active and inactive participants2017-07-01145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-011
Total participants2017-07-01146
Number of participants with account balances2017-07-01139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-015
2016: 403(B) THRIFT PLAN FOR EMPLOYEES OF EMPOWERING PEOPLE INSPIRING CAPABILITIES 2016 401k membership
Total participants, beginning-of-year2016-07-01159
Total number of active participants reported on line 7a of the Form 55002016-07-01106
Number of retired or separated participants receiving benefits2016-07-010
Number of other retired or separated participants entitled to future benefits2016-07-0149
Total of all active and inactive participants2016-07-01155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-012
Total participants2016-07-01157
Number of participants with account balances2016-07-01148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-016
2015: 403(B) THRIFT PLAN FOR EMPLOYEES OF EMPOWERING PEOPLE INSPIRING CAPABILITIES 2015 401k membership
Total participants, beginning-of-year2015-07-01154
Total number of active participants reported on line 7a of the Form 55002015-07-01111
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-0147
Total of all active and inactive participants2015-07-01158
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-011
Total participants2015-07-01159
Number of participants with account balances2015-07-01158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-0115
2014: 403(B) THRIFT PLAN FOR EMPLOYEES OF EMPOWERING PEOPLE INSPIRING CAPABILITIES 2014 401k membership
Total participants, beginning-of-year2014-07-01176
Total number of active participants reported on line 7a of the Form 55002014-07-01115
Number of retired or separated participants receiving benefits2014-07-010
Number of other retired or separated participants entitled to future benefits2014-07-0139
Total of all active and inactive participants2014-07-01154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-010
Total participants2014-07-01154
Number of participants with account balances2014-07-01154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-0114
2013: 403(B) THRIFT PLAN FOR EMPLOYEES OF EMPOWERING PEOPLE INSPIRING CAPABILITIES 2013 401k membership
Total participants, beginning-of-year2013-07-01182
Total number of active participants reported on line 7a of the Form 55002013-07-01137
Number of retired or separated participants receiving benefits2013-07-010
Number of other retired or separated participants entitled to future benefits2013-07-0138
Total of all active and inactive participants2013-07-01175
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-011
Total participants2013-07-01176
Number of participants with account balances2013-07-01176
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-016
2012: 403(B) THRIFT PLAN FOR EMPLOYEES OF EMPOWERING PEOPLE INSPIRING CAPABILITIES 2012 401k membership
Total participants, beginning-of-year2012-07-01179
Total number of active participants reported on line 7a of the Form 55002012-07-01150
Number of retired or separated participants receiving benefits2012-07-010
Number of other retired or separated participants entitled to future benefits2012-07-0131
Total of all active and inactive participants2012-07-01181
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-011
Total participants2012-07-01182
Number of participants with account balances2012-07-01182
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-011
2011: 403(B) THRIFT PLAN FOR EMPLOYEES OF EMPOWERING PEOPLE INSPIRING CAPABILITIES 2011 401k membership
Total participants, beginning-of-year2011-07-01201
Total number of active participants reported on line 7a of the Form 55002011-07-01155
Number of other retired or separated participants entitled to future benefits2011-07-0125
Total of all active and inactive participants2011-07-01180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-011
Total participants2011-07-01181
Number of participants with account balances2011-07-01181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-013

Financial Data on 403(B) THRIFT PLAN FOR EMPLOYEES OF EMPOWERING PEOPLE INSPIRING CAPABILITIES

Measure Date Value
2022 : 403(B) THRIFT PLAN FOR EMPLOYEES OF EMPOWERING PEOPLE INSPIRING CAPABILITIES 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total income from all sources (including contributions)2022-06-30$-180,539
Total loss/gain on sale of assets2022-06-30$0
Total of all expenses incurred2022-06-30$287,218
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$285,836
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$217,762
Value of total assets at end of year2022-06-30$2,576,162
Value of total assets at beginning of year2022-06-30$3,043,919
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$1,382
Total interest from all sources2022-06-30$3,764
Total dividends received (eg from common stock, registered investment company shares)2022-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30No
Administrative expenses professional fees incurred2022-06-30$1,382
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$500,000
If this is an individual account plan, was there a blackout period2022-06-30No
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Contributions received from participants2022-06-30$169,783
Income. Received or receivable in cash from other sources (including rollovers)2022-06-30$10,632
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$-467,757
Value of net assets at end of year (total assets less liabilities)2022-06-30$2,576,162
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$3,043,919
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30No
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-06-30$2,162,303
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-06-30$2,666,258
Interest earned on other investments2022-06-30$3,764
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-06-30$413,859
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-06-30$377,661
Net investment gain/loss from pooled separate accounts2022-06-30$-402,065
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30No
Was there a failure to transmit to the plan any participant contributions2022-06-30No
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Contributions received in cash from employer2022-06-30$37,347
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$285,836
Did the plan have assets held for investment2022-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-30No
Opinion of an independent qualified public accountant for this plan2022-06-30Unqualified
Accountancy firm name2022-06-30CLIFTONLARSONALLEN LLP
Accountancy firm EIN2022-06-30410746749
2021 : 403(B) THRIFT PLAN FOR EMPLOYEES OF EMPOWERING PEOPLE INSPIRING CAPABILITIES 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total income from all sources (including contributions)2021-06-30$854,741
Total loss/gain on sale of assets2021-06-30$0
Total of all expenses incurred2021-06-30$119,242
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$117,760
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$196,433
Value of total assets at end of year2021-06-30$3,043,919
Value of total assets at beginning of year2021-06-30$2,308,420
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$1,482
Total interest from all sources2021-06-30$4,763
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Administrative expenses professional fees incurred2021-06-30$1,482
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$500,000
If this is an individual account plan, was there a blackout period2021-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-06-30$0
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Contributions received from participants2021-06-30$159,041
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$735,499
Value of net assets at end of year (total assets less liabilities)2021-06-30$3,043,919
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$2,308,420
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-06-30$2,666,258
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-06-30$1,944,097
Interest earned on other investments2021-06-30$4,763
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-06-30$377,661
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-06-30$364,323
Net investment gain/loss from pooled separate accounts2021-06-30$653,545
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30No
Was there a failure to transmit to the plan any participant contributions2021-06-30Yes
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Contributions received in cash from employer2021-06-30$37,392
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$117,760
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Opinion of an independent qualified public accountant for this plan2021-06-30Disclaimer
Accountancy firm name2021-06-30CLIFTONLARSONALLEN LLP
Accountancy firm EIN2021-06-30410746749
2020 : 403(B) THRIFT PLAN FOR EMPLOYEES OF EMPOWERING PEOPLE INSPIRING CAPABILITIES 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total income from all sources (including contributions)2020-06-30$290,207
Total loss/gain on sale of assets2020-06-30$0
Total of all expenses incurred2020-06-30$232,884
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$231,332
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$190,345
Value of total assets at end of year2020-06-30$2,308,420
Value of total assets at beginning of year2020-06-30$2,251,097
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$1,552
Total interest from all sources2020-06-30$5,561
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Administrative expenses professional fees incurred2020-06-30$1,552
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$500,000
If this is an individual account plan, was there a blackout period2020-06-30No
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Contributions received from participants2020-06-30$153,382
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$57,323
Value of net assets at end of year (total assets less liabilities)2020-06-30$2,308,420
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$2,251,097
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-06-30$1,944,097
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$1,918,498
Interest earned on other investments2020-06-30$5,561
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-06-30$364,323
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-06-30$332,599
Net investment gain/loss from pooled separate accounts2020-06-30$94,301
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30No
Was there a failure to transmit to the plan any participant contributions2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Contributions received in cash from employer2020-06-30$36,963
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$231,332
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30Yes
Opinion of an independent qualified public accountant for this plan2020-06-30Disclaimer
Accountancy firm name2020-06-30CLIFTONLARSONALLEN LLP
Accountancy firm EIN2020-06-30410746749
2019 : 403(B) THRIFT PLAN FOR EMPLOYEES OF EMPOWERING PEOPLE INSPIRING CAPABILITIES 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total income from all sources (including contributions)2019-06-30$310,176
Total loss/gain on sale of assets2019-06-30$0
Total of all expenses incurred2019-06-30$286,745
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$285,088
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$217,476
Value of total assets at end of year2019-06-30$2,251,097
Value of total assets at beginning of year2019-06-30$2,227,666
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$1,657
Total interest from all sources2019-06-30$5,486
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Administrative expenses professional fees incurred2019-06-30$1,657
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$500,000
If this is an individual account plan, was there a blackout period2019-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-06-30$0
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Contributions received from participants2019-06-30$138,234
Income. Received or receivable in cash from other sources (including rollovers)2019-06-30$45,670
Other income not declared elsewhere2019-06-30$1,700
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$23,431
Value of net assets at end of year (total assets less liabilities)2019-06-30$2,251,097
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$2,227,666
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-06-30$1,918,498
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$1,864,977
Interest earned on other investments2019-06-30$5,486
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-06-30$332,599
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-06-30$362,689
Net investment gain/loss from pooled separate accounts2019-06-30$85,514
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30No
Was there a failure to transmit to the plan any participant contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Contributions received in cash from employer2019-06-30$33,572
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$285,088
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30Yes
Opinion of an independent qualified public accountant for this plan2019-06-30Disclaimer
Accountancy firm name2019-06-30CLIFTONLARSONALLEN LLP
Accountancy firm EIN2019-06-30410746749
2018 : 403(B) THRIFT PLAN FOR EMPLOYEES OF EMPOWERING PEOPLE INSPIRING CAPABILITIES 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total income from all sources (including contributions)2018-06-30$350,383
Total loss/gain on sale of assets2018-06-30$0
Total of all expenses incurred2018-06-30$33,971
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$30,447
Expenses. Certain deemed distributions of participant loans2018-06-30$1,700
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$172,337
Value of total assets at end of year2018-06-30$2,227,666
Value of total assets at beginning of year2018-06-30$1,911,254
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$1,824
Total interest from all sources2018-06-30$4,587
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Administrative expenses professional fees incurred2018-06-30$1,824
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$500,000
If this is an individual account plan, was there a blackout period2018-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-06-30$0
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Contributions received from participants2018-06-30$125,622
Participant contributions at end of year2018-06-30$18,654
Participant contributions at beginning of year2018-06-30$22,539
Income. Received or receivable in cash from other sources (including rollovers)2018-06-30$12,912
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$316,412
Value of net assets at end of year (total assets less liabilities)2018-06-30$2,227,666
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$1,911,254
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-06-30$1,864,977
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$1,603,182
Interest earned on other investments2018-06-30$4,587
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-06-30$344,035
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-06-30$285,533
Net investment gain/loss from pooled separate accounts2018-06-30$173,459
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30No
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Contributions received in cash from employer2018-06-30$33,803
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$30,447
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30Yes
Opinion of an independent qualified public accountant for this plan2018-06-30Disclaimer
Accountancy firm name2018-06-30CLIFTONLARSONALLEN LLP
Accountancy firm EIN2018-06-30410746749
2017 : 403(B) THRIFT PLAN FOR EMPLOYEES OF EMPOWERING PEOPLE INSPIRING CAPABILITIES 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total income from all sources (including contributions)2017-06-30$389,601
Total loss/gain on sale of assets2017-06-30$0
Total of all expenses incurred2017-06-30$90,794
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$88,962
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$181,590
Value of total assets at end of year2017-06-30$1,911,254
Value of total assets at beginning of year2017-06-30$1,612,447
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$1,832
Total interest from all sources2017-06-30$4,036
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$500,000
If this is an individual account plan, was there a blackout period2017-06-30No
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Contributions received from participants2017-06-30$109,428
Income. Received or receivable in cash from other sources (including rollovers)2017-06-30$43,407
Administrative expenses (other) incurred2017-06-30$1,832
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$298,807
Value of net assets at end of year (total assets less liabilities)2017-06-30$1,911,254
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$1,612,447
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Value of interest in pooled separate accounts at end of year2017-06-30$1,603,182
Value of interest in pooled separate accounts at beginning of year2017-06-30$1,338,734
Interest earned on other investments2017-06-30$4,036
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-06-30$308,072
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-06-30$273,713
Net investment gain/loss from pooled separate accounts2017-06-30$203,975
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30No
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$28,755
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$88,962
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30Yes
Opinion of an independent qualified public accountant for this plan2017-06-30Disclaimer
Accountancy firm name2017-06-30CLIFTONLARSONALLEN LLP
Accountancy firm EIN2017-06-30410746749
2016 : 403(B) THRIFT PLAN FOR EMPLOYEES OF EMPOWERING PEOPLE INSPIRING CAPABILITIES 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total income from all sources (including contributions)2016-06-30$100,618
Total loss/gain on sale of assets2016-06-30$0
Total of all expenses incurred2016-06-30$147,936
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$145,920
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$121,931
Value of total assets at end of year2016-06-30$1,612,447
Value of total assets at beginning of year2016-06-30$1,659,765
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$2,016
Total interest from all sources2016-06-30$4,029
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$500,000
If this is an individual account plan, was there a blackout period2016-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-06-30$0
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Contributions received from participants2016-06-30$95,606
Administrative expenses (other) incurred2016-06-30$2,016
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$-47,318
Value of net assets at end of year (total assets less liabilities)2016-06-30$1,612,447
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$1,659,765
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Value of interest in pooled separate accounts at end of year2016-06-30$1,338,734
Value of interest in pooled separate accounts at beginning of year2016-06-30$1,356,782
Interest earned on other investments2016-06-30$4,029
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-06-30$273,713
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-06-30$302,983
Net investment gain/loss from pooled separate accounts2016-06-30$-25,342
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30No
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$26,325
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$145,920
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30Yes
Opinion of an independent qualified public accountant for this plan2016-06-30Disclaimer
Accountancy firm name2016-06-30CLIFTONLARSONALLEN LLP
Accountancy firm EIN2016-06-30410746749
2015 : 403(B) THRIFT PLAN FOR EMPLOYEES OF EMPOWERING PEOPLE INSPIRING CAPABILITIES 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total income from all sources (including contributions)2015-06-30$175,223
Total loss/gain on sale of assets2015-06-30$0
Total of all expenses incurred2015-06-30$350,308
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$347,460
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$124,768
Value of total assets at end of year2015-06-30$1,659,765
Value of total assets at beginning of year2015-06-30$1,834,850
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$2,848
Total interest from all sources2015-06-30$4,407
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$500,000
If this is an individual account plan, was there a blackout period2015-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-06-30$0
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Contributions received from participants2015-06-30$93,171
Income. Received or receivable in cash from other sources (including rollovers)2015-06-30$2,110
Administrative expenses (other) incurred2015-06-30$2,848
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$-175,085
Value of net assets at end of year (total assets less liabilities)2015-06-30$1,659,765
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$1,834,850
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Value of interest in pooled separate accounts at end of year2015-06-30$1,356,782
Value of interest in pooled separate accounts at beginning of year2015-06-30$1,466,139
Interest earned on other investments2015-06-30$4,407
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-06-30$302,983
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-06-30$368,711
Net investment gain/loss from pooled separate accounts2015-06-30$46,048
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30No
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$29,487
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$347,460
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30Yes
Opinion of an independent qualified public accountant for this plan2015-06-30Disclaimer
Accountancy firm name2015-06-30CLIFTONLARSONALLEN LLP
Accountancy firm EIN2015-06-30410746749
2014 : 403(B) THRIFT PLAN FOR EMPLOYEES OF EMPOWERING PEOPLE INSPIRING CAPABILITIES 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total income from all sources (including contributions)2014-06-30$560,888
Total loss/gain on sale of assets2014-06-30$0
Total of all expenses incurred2014-06-30$115,949
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$113,171
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$357,879
Value of total assets at end of year2014-06-30$1,834,850
Value of total assets at beginning of year2014-06-30$1,389,911
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$2,778
Total interest from all sources2014-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$500,000
If this is an individual account plan, was there a blackout period2014-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-06-30$0
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Contributions received from participants2014-06-30$105,485
Income. Received or receivable in cash from other sources (including rollovers)2014-06-30$216,299
Other income not declared elsewhere2014-06-30$4,653
Administrative expenses (other) incurred2014-06-30$2,778
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$444,939
Value of net assets at end of year (total assets less liabilities)2014-06-30$1,834,850
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$1,389,911
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Value of interest in pooled separate accounts at end of year2014-06-30$1,466,139
Value of interest in pooled separate accounts at beginning of year2014-06-30$1,034,595
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-06-30$368,711
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-06-30$355,316
Net investment gain/loss from pooled separate accounts2014-06-30$198,356
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30No
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Contributions received in cash from employer2014-06-30$36,095
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$113,171
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30Yes
Opinion of an independent qualified public accountant for this plan2014-06-30Disclaimer
Accountancy firm name2014-06-30CLIFTONLARSONALLEN LLP
Accountancy firm EIN2014-06-30410746749
2013 : 403(B) THRIFT PLAN FOR EMPLOYEES OF EMPOWERING PEOPLE INSPIRING CAPABILITIES 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total income from all sources (including contributions)2013-06-30$288,229
Total loss/gain on sale of assets2013-06-30$0
Total of all expenses incurred2013-06-30$217,034
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$214,377
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$157,667
Value of total assets at end of year2013-06-30$1,389,911
Value of total assets at beginning of year2013-06-30$1,318,716
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$2,657
Total interest from all sources2013-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$500,000
If this is an individual account plan, was there a blackout period2013-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-06-30$0
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Contributions received from participants2013-06-30$106,581
Income. Received or receivable in cash from other sources (including rollovers)2013-06-30$14,626
Other income not declared elsewhere2013-06-30$5,690
Administrative expenses (other) incurred2013-06-30$2,657
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$71,195
Value of net assets at end of year (total assets less liabilities)2013-06-30$1,389,911
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$1,318,716
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Value of interest in pooled separate accounts at end of year2013-06-30$1,034,595
Value of interest in pooled separate accounts at beginning of year2013-06-30$963,293
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-06-30$355,316
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-06-30$355,423
Net investment gain/loss from pooled separate accounts2013-06-30$124,872
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30No
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$36,460
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$214,377
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30Yes
Opinion of an independent qualified public accountant for this plan2013-06-30Disclaimer
Accountancy firm name2013-06-30CLIFTONLARSONALLEN LLP
Accountancy firm EIN2013-06-30410746749
2012 : 403(B) THRIFT PLAN FOR EMPLOYEES OF EMPOWERING PEOPLE INSPIRING CAPABILITIES 2012 401k financial data
Total income from all sources (including contributions)2012-06-30$166,825
Total of all expenses incurred2012-06-30$51,605
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$47,138
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$169,966
Value of total assets at end of year2012-06-30$1,318,716
Value of total assets at beginning of year2012-06-30$1,203,496
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$4,467
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$500,000
If this is an individual account plan, was there a blackout period2012-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-06-30$0
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Contributions received from participants2012-06-30$110,060
Income. Received or receivable in cash from other sources (including rollovers)2012-06-30$18,944
Administrative expenses (other) incurred2012-06-30$4,467
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$115,220
Value of net assets at end of year (total assets less liabilities)2012-06-30$1,318,716
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$1,203,496
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Value of interest in pooled separate accounts at end of year2012-06-30$963,293
Value of interest in pooled separate accounts at beginning of year2012-06-30$909,464
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-06-30$355,423
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-06-30$294,032
Net investment gain/loss from pooled separate accounts2012-06-30$-3,141
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30No
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$40,962
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$47,138
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-06-30No
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30Yes
Opinion of an independent qualified public accountant for this plan2012-06-30Disclaimer
Accountancy firm name2012-06-30CLIFTONLARSONALLEN LLP
Accountancy firm EIN2012-06-30410746749

Form 5500 Responses for 403(B) THRIFT PLAN FOR EMPLOYEES OF EMPOWERING PEOPLE INSPIRING CAPABILITIES

2021: 403(B) THRIFT PLAN FOR EMPLOYEES OF EMPOWERING PEOPLE INSPIRING CAPABILITIES 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Submission has been amendedNo
2021-07-01This submission is the final filingNo
2021-07-01This return/report is a short plan year return/report (less than 12 months)No
2021-07-01Plan is a collectively bargained planNo
2021-07-01Plan funding arrangement – InsuranceYes
2021-07-01Plan benefit arrangement – InsuranceYes
2020: 403(B) THRIFT PLAN FOR EMPLOYEES OF EMPOWERING PEOPLE INSPIRING CAPABILITIES 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Submission has been amendedNo
2020-07-01This submission is the final filingNo
2020-07-01This return/report is a short plan year return/report (less than 12 months)No
2020-07-01Plan is a collectively bargained planNo
2020-07-01Plan funding arrangement – InsuranceYes
2020-07-01Plan benefit arrangement – InsuranceYes
2019: 403(B) THRIFT PLAN FOR EMPLOYEES OF EMPOWERING PEOPLE INSPIRING CAPABILITIES 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Submission has been amendedNo
2019-07-01This submission is the final filingNo
2019-07-01This return/report is a short plan year return/report (less than 12 months)No
2019-07-01Plan is a collectively bargained planNo
2019-07-01Plan funding arrangement – InsuranceYes
2019-07-01Plan benefit arrangement – InsuranceYes
2018: 403(B) THRIFT PLAN FOR EMPLOYEES OF EMPOWERING PEOPLE INSPIRING CAPABILITIES 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Submission has been amendedNo
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planNo
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan benefit arrangement – InsuranceYes
2017: 403(B) THRIFT PLAN FOR EMPLOYEES OF EMPOWERING PEOPLE INSPIRING CAPABILITIES 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Submission has been amendedNo
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planNo
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan benefit arrangement – InsuranceYes
2016: 403(B) THRIFT PLAN FOR EMPLOYEES OF EMPOWERING PEOPLE INSPIRING CAPABILITIES 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan benefit arrangement – InsuranceYes
2015: 403(B) THRIFT PLAN FOR EMPLOYEES OF EMPOWERING PEOPLE INSPIRING CAPABILITIES 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan benefit arrangement – InsuranceYes
2014: 403(B) THRIFT PLAN FOR EMPLOYEES OF EMPOWERING PEOPLE INSPIRING CAPABILITIES 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan benefit arrangement – InsuranceYes
2013: 403(B) THRIFT PLAN FOR EMPLOYEES OF EMPOWERING PEOPLE INSPIRING CAPABILITIES 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan benefit arrangement – InsuranceYes
2012: 403(B) THRIFT PLAN FOR EMPLOYEES OF EMPOWERING PEOPLE INSPIRING CAPABILITIES 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan benefit arrangement – InsuranceYes
2011: 403(B) THRIFT PLAN FOR EMPLOYEES OF EMPOWERING PEOPLE INSPIRING CAPABILITIES 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number056567-B
Policy instance 1
Insurance contract or identification number056567-B
Number of Individuals Covered146
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $283
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 fees283
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMPENSATION PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number056567-B
Policy instance 1
Insurance contract or identification number056567-B
Number of Individuals Covered130
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $283
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 fees283
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMPENSATION PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number056567-B
Policy instance 1
Insurance contract or identification number056567-B
Number of Individuals Covered130
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $249
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 fees249
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMPENSATION PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number056567-B
Policy instance 1
Insurance contract or identification number056567-B
Number of Individuals Covered143
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $806
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 fees806
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMPENSATION PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number056567-B
Policy instance 1
Insurance contract or identification number056567-B
Number of Individuals Covered146
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $330
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

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