401k Plan data: COMMUNITY ACTION AGENCY OF SCC ERISA 403(B) PLAN plan

COMMUNITY ACTION AGENCY OF SCC ERISA 403(B) PLAN 401k Plan overview

Plan Name	COMMUNITY ACTION AGENCY OF SCC ERISA 403(B) PLAN
Plan identification number	002

COMMUNITY ACTION AGENCY OF SCC ERISA 403(B) PLAN Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.

401k Sponsoring company profile

BLUE WATER COMMUNITY ACTION has sponsored the creation of one or more 401k plans.

Company Name: BLUE WATER COMMUNITY ACTION

Employer identification number (EIN): 382284121

NAIC Classification: 624100
NAIC Description: Individual and Family Services

Additional information about BLUE WATER COMMUNITY ACTION

Jurisdiction of Incorporation: Michigan Department of Licensing & Regulatory Affairs

Incorporation Date:

Company Identification Number: 877411

More information about BLUE WATER COMMUNITY ACTION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan COMMUNITY ACTION AGENCY OF SCC ERISA 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01
002 2017-01-01 KAREN LAKE MELINDA JOHNSON 2018-10-09
002 2016-01-01 KAREN LAKE MELINDA JOHNSON 2017-10-16
002 2015-01-01 MELINDA JOHNSON MELINDA JOHNSON 2016-08-05
002 2014-01-01 MELINDA JOHNSON MELINDA JOHNSON 2015-10-12
002 2013-01-01 MELINDA JOHNSON MELINDA JOHNSON 2015-12-04
002 2012-01-01 MELINDA JOHNSON MELINDA JOHNSON 2015-12-04

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
002	2022-01-01
002	2021-01-01
002	2020-01-01
002	2019-01-01
002	2018-01-01
002	2017-01-01	KAREN LAKE	MELINDA JOHNSON	2018-10-09
002	2016-01-01	KAREN LAKE	MELINDA JOHNSON	2017-10-16
002	2015-01-01	MELINDA JOHNSON	MELINDA JOHNSON	2016-08-05
002	2014-01-01	MELINDA JOHNSON	MELINDA JOHNSON	2015-10-12
002	2013-01-01	MELINDA JOHNSON	MELINDA JOHNSON	2015-12-04
002	2012-01-01	MELINDA JOHNSON	MELINDA JOHNSON	2015-12-04

Plan Statistics for COMMUNITY ACTION AGENCY OF SCC ERISA 403(B) PLAN

401k plan membership statisitcs for COMMUNITY ACTION AGENCY OF SCC ERISA 403(B) PLAN

Measure Date Value
2022: COMMUNITY ACTION AGENCY OF SCC ERISA 403(B) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 145
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 107
Number of other retired or separated participants entitled to future benefits 2022-01-01 43
Total of all active and inactive participants 2022-01-01 150
Total participants 2022-01-01 150
Number of participants with account balances 2022-01-01 100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: COMMUNITY ACTION AGENCY OF SCC ERISA 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 145
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 107
Number of other retired or separated participants entitled to future benefits 2021-01-01 43
Total of all active and inactive participants 2021-01-01 150
Total participants 2021-01-01 150
Number of participants with account balances 2021-01-01 100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: COMMUNITY ACTION AGENCY OF SCC ERISA 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 156
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 103
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 42
Total of all active and inactive participants 2020-01-01 145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 145
Number of participants with account balances 2020-01-01 92
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: COMMUNITY ACTION AGENCY OF SCC ERISA 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 143
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 112
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 43
Total of all active and inactive participants 2019-01-01 155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 1
Total participants 2019-01-01 156
Number of participants with account balances 2019-01-01 102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: COMMUNITY ACTION AGENCY OF SCC ERISA 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 130
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 102
Number of retired or separated participants receiving benefits 2018-01-01 1
Number of other retired or separated participants entitled to future benefits 2018-01-01 39
Total of all active and inactive participants 2018-01-01 142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 1
Total participants 2018-01-01 143
Number of participants with account balances 2018-01-01 101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: COMMUNITY ACTION AGENCY OF SCC ERISA 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 131
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 92
Number of retired or separated participants receiving benefits 2017-01-01 1
Number of other retired or separated participants entitled to future benefits 2017-01-01 36
Total of all active and inactive participants 2017-01-01 129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 1
Total participants 2017-01-01 130
Number of participants with account balances 2017-01-01 92
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: COMMUNITY ACTION AGENCY OF SCC ERISA 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 135
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 96
Number of retired or separated participants receiving benefits 2016-01-01 1
Number of other retired or separated participants entitled to future benefits 2016-01-01 34
Total of all active and inactive participants 2016-01-01 131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 131
Number of participants with account balances 2016-01-01 93
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: COMMUNITY ACTION AGENCY OF SCC ERISA 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 123
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 100
Number of retired or separated participants receiving benefits 2015-01-01 2
Number of other retired or separated participants entitled to future benefits 2015-01-01 33
Total of all active and inactive participants 2015-01-01 135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 135
Number of participants with account balances 2015-01-01 92
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: COMMUNITY ACTION AGENCY OF SCC ERISA 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 117
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 91
Number of retired or separated participants receiving benefits 2014-01-01 2
Number of other retired or separated participants entitled to future benefits 2014-01-01 30
Total of all active and inactive participants 2014-01-01 123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 123
Number of participants with account balances 2014-01-01 82
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: COMMUNITY ACTION AGENCY OF SCC ERISA 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 112
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 83
Number of retired or separated participants receiving benefits 2013-01-01 2
Number of other retired or separated participants entitled to future benefits 2013-01-01 32
Total of all active and inactive participants 2013-01-01 117
Total participants 2013-01-01 117
Number of participants with account balances 2013-01-01 82
2012: COMMUNITY ACTION AGENCY OF SCC ERISA 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 117
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 79
Number of retired or separated participants receiving benefits 2012-01-01 1
Number of other retired or separated participants entitled to future benefits 2012-01-01 32
Total of all active and inactive participants 2012-01-01 112
Total participants 2012-01-01 112
Number of participants with account balances 2012-01-01 83

Measure	Date	Value
2022: COMMUNITY ACTION AGENCY OF SCC ERISA 403(B) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	145
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	107
Number of other retired or separated participants entitled to future benefits	2022-01-01	43
Total of all active and inactive participants	2022-01-01	150
Total participants	2022-01-01	150
Number of participants with account balances	2022-01-01	100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: COMMUNITY ACTION AGENCY OF SCC ERISA 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	145
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	107
Number of other retired or separated participants entitled to future benefits	2021-01-01	43
Total of all active and inactive participants	2021-01-01	150
Total participants	2021-01-01	150
Number of participants with account balances	2021-01-01	100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: COMMUNITY ACTION AGENCY OF SCC ERISA 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	156
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	103
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	42
Total of all active and inactive participants	2020-01-01	145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	145
Number of participants with account balances	2020-01-01	92
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: COMMUNITY ACTION AGENCY OF SCC ERISA 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	143
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	112
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	43
Total of all active and inactive participants	2019-01-01	155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	1
Total participants	2019-01-01	156
Number of participants with account balances	2019-01-01	102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: COMMUNITY ACTION AGENCY OF SCC ERISA 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	130
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	102
Number of retired or separated participants receiving benefits	2018-01-01	1
Number of other retired or separated participants entitled to future benefits	2018-01-01	39
Total of all active and inactive participants	2018-01-01	142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	1
Total participants	2018-01-01	143
Number of participants with account balances	2018-01-01	101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: COMMUNITY ACTION AGENCY OF SCC ERISA 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	131
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	92
Number of retired or separated participants receiving benefits	2017-01-01	1
Number of other retired or separated participants entitled to future benefits	2017-01-01	36
Total of all active and inactive participants	2017-01-01	129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	1
Total participants	2017-01-01	130
Number of participants with account balances	2017-01-01	92
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: COMMUNITY ACTION AGENCY OF SCC ERISA 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	135
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	96
Number of retired or separated participants receiving benefits	2016-01-01	1
Number of other retired or separated participants entitled to future benefits	2016-01-01	34
Total of all active and inactive participants	2016-01-01	131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	131
Number of participants with account balances	2016-01-01	93
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: COMMUNITY ACTION AGENCY OF SCC ERISA 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	123
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	100
Number of retired or separated participants receiving benefits	2015-01-01	2
Number of other retired or separated participants entitled to future benefits	2015-01-01	33
Total of all active and inactive participants	2015-01-01	135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	135
Number of participants with account balances	2015-01-01	92
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: COMMUNITY ACTION AGENCY OF SCC ERISA 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	117
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	91
Number of retired or separated participants receiving benefits	2014-01-01	2
Number of other retired or separated participants entitled to future benefits	2014-01-01	30
Total of all active and inactive participants	2014-01-01	123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	123
Number of participants with account balances	2014-01-01	82
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: COMMUNITY ACTION AGENCY OF SCC ERISA 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	112
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	83
Number of retired or separated participants receiving benefits	2013-01-01	2
Number of other retired or separated participants entitled to future benefits	2013-01-01	32
Total of all active and inactive participants	2013-01-01	117
Total participants	2013-01-01	117
Number of participants with account balances	2013-01-01	82
2012: COMMUNITY ACTION AGENCY OF SCC ERISA 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	117
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	79
Number of retired or separated participants receiving benefits	2012-01-01	1
Number of other retired or separated participants entitled to future benefits	2012-01-01	32
Total of all active and inactive participants	2012-01-01	112
Total participants	2012-01-01	112
Number of participants with account balances	2012-01-01	83

Financial Data on COMMUNITY ACTION AGENCY OF SCC ERISA 403(B) PLAN

Measure	Date	Value
2022 : COMMUNITY ACTION AGENCY OF SCC ERISA 403(B) PLAN 2022 401k financial data
Value of total assets at end of year	2022-12-31	$1,968,570
Value of total assets at beginning of year	2022-12-31	$1,968,570
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Was this plan covered by a fidelity bond	2022-12-31	No
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Participant contributions at end of year	2022-12-31	$21,125
Participant contributions at beginning of year	2022-12-31	$21,125
Participant contributions at end of year	2022-12-31	$838
Participant contributions at beginning of year	2022-12-31	$838
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$1,968,570
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$1,968,570
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$365,384
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$365,384
Value of interest in pooled separate accounts at end of year	2022-12-31	$1,251,597
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$1,251,597
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$328,000
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$328,000
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Employer contributions (assets) at end of year	2022-12-31	$1,626
Employer contributions (assets) at beginning of year	2022-12-31	$1,626
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2022-12-31	No
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	UHY LLP
Accountancy firm EIN	2022-12-31	200694403
2021 : COMMUNITY ACTION AGENCY OF SCC ERISA 403(B) PLAN 2021 401k financial data
Total income from all sources (including contributions)	2021-12-31	$389,882
Total of all expenses incurred	2021-12-31	$191,611
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$187,873
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$155,651
Value of total assets at end of year	2021-12-31	$1,968,570
Value of total assets at beginning of year	2021-12-31	$1,770,299
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$3,738
Total interest from all sources	2021-12-31	$10,450
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$22,746
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$22,746
Was this plan covered by a fidelity bond	2021-12-31	No
If this is an individual account plan, was there a blackout period	2021-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$87,527
Participant contributions at end of year	2021-12-31	$21,125
Participant contributions at beginning of year	2021-12-31	$33,497
Participant contributions at end of year	2021-12-31	$838
Participant contributions at beginning of year	2021-12-31	$330
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$1,715
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$198,271
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$1,968,570
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$1,770,299
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	Yes
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2021-12-31	$1,605
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$365,384
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$328,763
Value of interest in pooled separate accounts at end of year	2021-12-31	$1,251,597
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$1,068,787
Interest on participant loans	2021-12-31	$1,479
Interest earned on other investments	2021-12-31	$8,971
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$328,000
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$337,549
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$46,660
Net investment gain/loss from pooled separate accounts	2021-12-31	$154,375
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$66,409
Employer contributions (assets) at end of year	2021-12-31	$1,626
Employer contributions (assets) at beginning of year	2021-12-31	$1,373
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$187,873
Contract administrator fees	2021-12-31	$3,738
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2021-12-31	No
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	UHY LLP
Accountancy firm EIN	2021-12-31	200694403
2020 : COMMUNITY ACTION AGENCY OF SCC ERISA 403(B) PLAN 2020 401k financial data
Total income from all sources (including contributions)	2020-12-31	$316,158
Total of all expenses incurred	2020-12-31	$23,137
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$18,474
Expenses. Certain deemed distributions of participant loans	2020-12-31	$1,605
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$154,376
Value of total assets at end of year	2020-12-31	$1,770,299
Value of total assets at beginning of year	2020-12-31	$1,477,278
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$3,058
Total interest from all sources	2020-12-31	$11,201
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$2,393
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$2,393
Was this plan covered by a fidelity bond	2020-12-31	No
If this is an individual account plan, was there a blackout period	2020-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$86,615
Participant contributions at end of year	2020-12-31	$33,497
Participant contributions at beginning of year	2020-12-31	$36,461
Participant contributions at end of year	2020-12-31	$330
Participant contributions at beginning of year	2020-12-31	$2,240
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$1,259
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$293,021
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$1,770,299
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$1,477,278
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	Yes
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2020-12-31	$1,605
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$328,763
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$284,317
Value of interest in pooled separate accounts at end of year	2020-12-31	$1,068,787
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$842,699
Interest on participant loans	2020-12-31	$2,137
Interest earned on other investments	2020-12-31	$9,064
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$337,549
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$307,537
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$18,969
Net investment gain/loss from pooled separate accounts	2020-12-31	$129,219
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$66,502
Employer contributions (assets) at end of year	2020-12-31	$1,373
Employer contributions (assets) at beginning of year	2020-12-31	$4,024
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$18,474
Contract administrator fees	2020-12-31	$3,058
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2020-12-31	No
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	UHY LLP
Accountancy firm EIN	2020-12-31	200694403
2019 : COMMUNITY ACTION AGENCY OF SCC ERISA 403(B) PLAN 2019 401k financial data
Total income from all sources (including contributions)	2019-12-31	$362,825
Total income from all sources (including contributions)	2019-12-31	$362,825
Total of all expenses incurred	2019-12-31	$105,898
Total of all expenses incurred	2019-12-31	$105,898
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$99,621
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$99,621
Expenses. Certain deemed distributions of participant loans	2019-12-31	$2,581
Expenses. Certain deemed distributions of participant loans	2019-12-31	$2,581
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$155,435
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$155,435
Value of total assets at end of year	2019-12-31	$1,477,278
Value of total assets at end of year	2019-12-31	$1,477,278
Value of total assets at beginning of year	2019-12-31	$1,220,351
Value of total assets at beginning of year	2019-12-31	$1,220,351
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$3,696
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$3,696
Total interest from all sources	2019-12-31	$9,638
Total interest from all sources	2019-12-31	$9,638
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$12,555
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$12,555
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$12,555
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$12,555
Was this plan covered by a fidelity bond	2019-12-31	No
Was this plan covered by a fidelity bond	2019-12-31	No
If this is an individual account plan, was there a blackout period	2019-12-31	No
If this is an individual account plan, was there a blackout period	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$87,648
Contributions received from participants	2019-12-31	$87,648
Participant contributions at end of year	2019-12-31	$36,461
Participant contributions at end of year	2019-12-31	$36,461
Participant contributions at beginning of year	2019-12-31	$25,786
Participant contributions at beginning of year	2019-12-31	$25,786
Participant contributions at end of year	2019-12-31	$2,240
Participant contributions at beginning of year	2019-12-31	$3,294
Participant contributions at beginning of year	2019-12-31	$3,294
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2019-12-31	$5,871
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2019-12-31	$5,871
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$256,927
Value of net income/loss	2019-12-31	$256,927
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$1,477,278
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$1,477,278
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$1,220,351
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$1,220,351
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	Yes
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	Yes
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2019-12-31	$16,243
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2019-12-31	$16,243
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$284,317
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$284,317
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$216,760
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$216,760
Value of interest in pooled separate accounts at end of year	2019-12-31	$842,699
Value of interest in pooled separate accounts at end of year	2019-12-31	$842,699
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$688,719
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$688,719
Interest on participant loans	2019-12-31	$1,391
Interest on participant loans	2019-12-31	$1,391
Interest earned on other investments	2019-12-31	$8,247
Interest earned on other investments	2019-12-31	$8,247
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$307,537
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$307,537
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$282,180
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$282,180
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$40,635
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$40,635
Net investment gain/loss from pooled separate accounts	2019-12-31	$144,562
Net investment gain/loss from pooled separate accounts	2019-12-31	$144,562
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2019-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$67,787
Contributions received in cash from employer	2019-12-31	$67,787
Employer contributions (assets) at end of year	2019-12-31	$4,024
Employer contributions (assets) at end of year	2019-12-31	$4,024
Employer contributions (assets) at beginning of year	2019-12-31	$3,612
Employer contributions (assets) at beginning of year	2019-12-31	$3,612
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$93,750
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$93,750
Contract administrator fees	2019-12-31	$3,696
Contract administrator fees	2019-12-31	$3,696
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	UHY LLP
Accountancy firm name	2019-12-31	UHY LLP
Accountancy firm EIN	2019-12-31	200694403
Accountancy firm EIN	2019-12-31	200694403
2018 : COMMUNITY ACTION AGENCY OF SCC ERISA 403(B) PLAN 2018 401k financial data
Total income from all sources (including contributions)	2018-12-31	$78,695
Total of all expenses incurred	2018-12-31	$134,077
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$122,719
Expenses. Certain deemed distributions of participant loans	2018-12-31	$7,973
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$144,486
Value of total assets at end of year	2018-12-31	$1,220,351
Value of total assets at beginning of year	2018-12-31	$1,275,733
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$3,385
Total interest from all sources	2018-12-31	$9,941
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$20,621
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$20,621
Was this plan covered by a fidelity bond	2018-12-31	No
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$122,719
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$81,104
Participant contributions at end of year	2018-12-31	$25,786
Participant contributions at beginning of year	2018-12-31	$30,689
Participant contributions at end of year	2018-12-31	$3,294
Participant contributions at beginning of year	2018-12-31	$2,416
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-55,382
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$1,220,351
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$1,275,733
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	Yes
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2018-12-31	$14,935
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$216,760
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$307,383
Value of interest in pooled separate accounts at end of year	2018-12-31	$688,719
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$651,431
Interest on participant loans	2018-12-31	$1,700
Interest earned on other investments	2018-12-31	$8,241
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$282,180
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$279,863
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-42,101
Net investment gain/loss from pooled separate accounts	2018-12-31	$-54,252
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$63,382
Employer contributions (assets) at end of year	2018-12-31	$3,612
Employer contributions (assets) at beginning of year	2018-12-31	$3,951
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$122,719
Contract administrator fees	2018-12-31	$3,385
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2018-12-31	No
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	STEWART, BEAUVAIS & WHIPPLE
Accountancy firm EIN	2018-12-31	382775143
2017 : COMMUNITY ACTION AGENCY OF SCC ERISA 403(B) PLAN 2017 401k financial data
Total income from all sources (including contributions)	2017-12-31	$258,404
Total of all expenses incurred	2017-12-31	$72,686
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$50,551
Expenses. Certain deemed distributions of participant loans	2017-12-31	$18,590
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$126,088
Value of total assets at end of year	2017-12-31	$1,275,733
Value of total assets at beginning of year	2017-12-31	$1,090,015
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$3,545
Total interest from all sources	2017-12-31	$9,737
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$30,043
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$30,043
Was this plan covered by a fidelity bond	2017-12-31	No
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$50,551
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$70,442
Participant contributions at end of year	2017-12-31	$30,689
Participant contributions at beginning of year	2017-12-31	$50,967
Participant contributions at end of year	2017-12-31	$2,416
Participant contributions at beginning of year	2017-12-31	$5,703
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$185,718
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$1,275,733
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$1,090,015
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	Yes
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2017-12-31	$13,362
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$307,383
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$252,761
Value of interest in pooled separate accounts at end of year	2017-12-31	$651,431
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$542,750
Interest on participant loans	2017-12-31	$1,582
Interest earned on other investments	2017-12-31	$8,155
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$279,863
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$232,245
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$9,197
Net investment gain/loss from pooled separate accounts	2017-12-31	$83,339
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$55,646
Employer contributions (assets) at end of year	2017-12-31	$3,951
Employer contributions (assets) at beginning of year	2017-12-31	$5,589
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$50,551
Contract administrator fees	2017-12-31	$3,545
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2017-12-31	No
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	STEWART, BEAUVAIS & WHIPPLE
Accountancy firm EIN	2017-12-31	382775143
2016 : COMMUNITY ACTION AGENCY OF SCC ERISA 403(B) PLAN 2016 401k financial data
Total income from all sources (including contributions)	2016-12-31	$205,979
Total of all expenses incurred	2016-12-31	$22,456
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$19,023
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$127,709
Value of total assets at end of year	2016-12-31	$1,090,015
Value of total assets at beginning of year	2016-12-31	$906,492
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$3,433
Total interest from all sources	2016-12-31	$8,480
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$15,602
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$15,602
Was this plan covered by a fidelity bond	2016-12-31	No
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$19,023
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$72,027
Participant contributions at end of year	2016-12-31	$50,967
Participant contributions at beginning of year	2016-12-31	$26,893
Participant contributions at end of year	2016-12-31	$5,703
Participant contributions at beginning of year	2016-12-31	$2,481
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$183,523
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$1,090,015
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$906,492
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	Yes
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2016-12-31	$5,686
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$252,761
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$215,593
Value of interest in pooled separate accounts at end of year	2016-12-31	$542,750
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$435,319
Interest on participant loans	2016-12-31	$1,776
Interest earned on other investments	2016-12-31	$6,704
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$232,245
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$220,363
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$20,270
Net investment gain/loss from pooled separate accounts	2016-12-31	$33,918
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$55,682
Employer contributions (assets) at end of year	2016-12-31	$5,589
Employer contributions (assets) at beginning of year	2016-12-31	$5,843
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$19,023
Contract administrator fees	2016-12-31	$3,433
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2016-12-31	No
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	STEWART, BEAUVAIS & WHIPPLE
Accountancy firm EIN	2016-12-31	372775143
2015 : COMMUNITY ACTION AGENCY OF SCC ERISA 403(B) PLAN 2015 401k financial data
Total income from all sources (including contributions)	2015-12-31	$115,589
Total of all expenses incurred	2015-12-31	$23,912
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$20,918
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$124,631
Value of total assets at end of year	2015-12-31	$906,492
Value of total assets at beginning of year	2015-12-31	$814,815
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$2,994
Total interest from all sources	2015-12-31	$6,927
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$18,876
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$18,876
Was this plan covered by a fidelity bond	2015-12-31	No
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$20,918
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$68,330
Participant contributions at end of year	2015-12-31	$26,893
Participant contributions at beginning of year	2015-12-31	$7,182
Participant contributions at end of year	2015-12-31	$2,481
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$1,326
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$91,677
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$906,492
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$814,815
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$215,593
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$206,222
Value of interest in pooled separate accounts at end of year	2015-12-31	$435,319
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$384,016
Interest on participant loans	2015-12-31	$536
Interest earned on other investments	2015-12-31	$6,391
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$220,363
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$213,490
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-27,555
Net investment gain/loss from pooled separate accounts	2015-12-31	$-7,290
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$54,975
Employer contributions (assets) at end of year	2015-12-31	$5,843
Employer contributions (assets) at beginning of year	2015-12-31	$3,905
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$20,918
Contract administrator fees	2015-12-31	$2,994
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2015-12-31	No
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	STEWART, BEAUVAIS & WHIPPLE
Accountancy firm EIN	2015-12-31	372775143
2014 : COMMUNITY ACTION AGENCY OF SCC ERISA 403(B) PLAN 2014 401k financial data
Total income from all sources (including contributions)	2014-12-31	$141,817
Total of all expenses incurred	2014-12-31	$36,823
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$33,675
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$92,877
Value of total assets at end of year	2014-12-31	$814,815
Value of total assets at beginning of year	2014-12-31	$709,821
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$3,148
Total interest from all sources	2014-12-31	$7,077
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$13,831
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$13,831
Was this plan covered by a fidelity bond	2014-12-31	No
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$33,675
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$49,787
Participant contributions at end of year	2014-12-31	$7,182
Participant contributions at beginning of year	2014-12-31	$8,969
Participant contributions at beginning of year	2014-12-31	$1,626
Administrative expenses (other) incurred	2014-12-31	$1,363
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$104,994
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$814,815
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$709,821
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$206,222
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$164,424
Value of interest in pooled separate accounts at end of year	2014-12-31	$384,016
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$318,148
Interest on participant loans	2014-12-31	$540
Interest earned on other investments	2014-12-31	$6,537
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$213,490
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$211,555
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$6,403
Net investment gain/loss from pooled separate accounts	2014-12-31	$21,629
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$43,090
Employer contributions (assets) at end of year	2014-12-31	$3,905
Employer contributions (assets) at beginning of year	2014-12-31	$5,099
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$33,675
Contract administrator fees	2014-12-31	$1,785
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	STEWART, BEAUVAIS & WHIPPLE
Accountancy firm EIN	2014-12-31	372775143
2013 : COMMUNITY ACTION AGENCY OF SCC ERISA 403(B) PLAN 2013 401k financial data
Total income from all sources (including contributions)	2013-12-31	$198,668
Total of all expenses incurred	2013-12-31	$52,263
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$43,151
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$90,307
Value of total assets at end of year	2013-12-31	$709,821
Value of total assets at beginning of year	2013-12-31	$563,416
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$9,112
Total interest from all sources	2013-12-31	$7,336
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$4,256
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$4,256
Was this plan covered by a fidelity bond	2013-12-31	No
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$43,151
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$48,138
Participant contributions at end of year	2013-12-31	$9,007
Participant contributions at beginning of year	2013-12-31	$8,102
Participant contributions at end of year	2013-12-31	$1,626
Administrative expenses (other) incurred	2013-12-31	$46
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$146,405
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$709,821
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$563,416
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Investment advisory and management fees	2013-12-31	$6,021
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$164,424
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$117,440
Value of interest in pooled separate accounts at end of year	2013-12-31	$318,110
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$221,576
Interest on participant loans	2013-12-31	$452
Interest earned on other investments	2013-12-31	$6,884
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$211,555
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$213,272
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$33,900
Net investment gain/loss from pooled separate accounts	2013-12-31	$62,869
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$42,169
Employer contributions (assets) at end of year	2013-12-31	$5,099
Employer contributions (assets) at beginning of year	2013-12-31	$3,026
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$43,151
Contract administrator fees	2013-12-31	$3,045
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2013-12-31	No
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	STEWART, BEAUVAIS & WHIPPLE, PC
Accountancy firm EIN	2013-12-31	382775143
2012 : COMMUNITY ACTION AGENCY OF SCC ERISA 403(B) PLAN 2012 401k financial data
Total transfer of assets to this plan	2012-12-31	$488,926
Total income from all sources (including contributions)	2012-12-31	$134,298
Total of all expenses incurred	2012-12-31	$59,808
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$57,165
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$88,588
Value of total assets at end of year	2012-12-31	$563,416
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$2,643
Total interest from all sources	2012-12-31	$6,588
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$1,893
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$1,893
Was this plan covered by a fidelity bond	2012-12-31	No
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$57,165
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$48,499
Participant contributions at end of year	2012-12-31	$8,102
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$74,490
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$563,416
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$117,440
Value of interest in pooled separate accounts at end of year	2012-12-31	$221,576
Interest on participant loans	2012-12-31	$530
Interest earned on other investments	2012-12-31	$6,058
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$213,272
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$14,643
Net investment gain/loss from pooled separate accounts	2012-12-31	$22,586
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$40,089
Employer contributions (assets) at end of year	2012-12-31	$3,026
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$57,165
Contract administrator fees	2012-12-31	$2,643
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2012-12-31	No
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	STEWART, BEAUVAIS & WHIPPLE, PC
Accountancy firm EIN	2012-12-31	382775143

Form 5500 Responses for COMMUNITY ACTION AGENCY OF SCC ERISA 403(B) PLAN

2022: COMMUNITY ACTION AGENCY OF SCC ERISA 403(B) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: COMMUNITY ACTION AGENCY OF SCC ERISA 403(B) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: COMMUNITY ACTION AGENCY OF SCC ERISA 403(B) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: COMMUNITY ACTION AGENCY OF SCC ERISA 403(B) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: COMMUNITY ACTION AGENCY OF SCC ERISA 403(B) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: COMMUNITY ACTION AGENCY OF SCC ERISA 403(B) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	Yes
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: COMMUNITY ACTION AGENCY OF SCC ERISA 403(B) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: COMMUNITY ACTION AGENCY OF SCC ERISA 403(B) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: COMMUNITY ACTION AGENCY OF SCC ERISA 403(B) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: COMMUNITY ACTION AGENCY OF SCC ERISA 403(B) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: COMMUNITY ACTION AGENCY OF SCC ERISA 403(B) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	First time form 5500 has been submitted	Yes
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )

Policy contract number

701344-001

Policy instance

Insurance contract or identification number	701344-001
Number of Individuals Covered	92
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Insurance broker organization code?	3

AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )

Policy contract number

701344-001

Policy instance

Insurance contract or identification number	701344-001
Number of Individuals Covered	92
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $4,517
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $2,151
Insurance broker organization code?	3

AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )

Policy contract number

701344-001

Policy instance

Insurance contract or identification number	701344-001
Number of Individuals Covered	93
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $4,316
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $2,111

AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )

Policy contract number

701344-001

Policy instance

Insurance contract or identification number	701344-001
Number of Individuals Covered	99
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $4,197
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $2,337
Additional information about fees paid to insurance broker	N/A
Insurance broker organization code?	3

AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )

Policy contract number

701344-001

Policy instance

Insurance contract or identification number	701344-001
Number of Individuals Covered	99
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $4,293
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $2,270
Additional information about fees paid to insurance broker	N/A
Insurance broker organization code?	3

AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )

Policy contract number

701344-001

Policy instance

Insurance contract or identification number	701344-001
Number of Individuals Covered	99
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $3,351
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $2,288
Additional information about fees paid to insurance broker	N/A
Insurance broker organization code?	3
Insurance broker name	N. HALL

AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )

Policy contract number

701344-001

Policy instance

Insurance contract or identification number	701344-001
Number of Individuals Covered	79
Insurance policy start date	2015-01-31
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $386
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $184
Additional information about fees paid to insurance broker	N/A
Insurance broker organization code?	3
Insurance broker name	R. GREGOR

AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )

Policy contract number

701344-001

Policy instance

Insurance contract or identification number	701344-001
Number of Individuals Covered	68
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $2,592
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $2,592
Additional information about fees paid to insurance broker	N/A
Insurance broker organization code?	3
Insurance broker name	F. MACK

AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )

Policy contract number

701344-001

Policy instance

Insurance contract or identification number	701344-001
Number of Individuals Covered	70
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $1,974
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $1,974
Additional information about fees paid to insurance broker	N/A
Insurance broker organization code?	3
Insurance broker name	F. MACK

AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )

Policy contract number

701344-001

Policy instance

Insurance contract or identification number	701344-001
Number of Individuals Covered	73
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $4,093
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $4,093
Additional information about fees paid to insurance broker	N/A
Insurance broker organization code?	3
Insurance broker name	F. MACK

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Company Name:	BLUE WATER COMMUNITY ACTION
Employer identification number (EIN):	382284121
NAIC Classification:	624100
NAIC Description:	Individual and Family Services

Jurisdiction of Incorporation:	Michigan Department of Licensing & Regulatory Affairs
Incorporation Date:
Company Identification Number:	877411