?>
Logo

DEFINED BENEFIT PENSION PLAN OF CHILDREN'S SERVICE SOCIETY OF WISCONSIN 401k Plan overview

Plan NameDEFINED BENEFIT PENSION PLAN OF CHILDREN'S SERVICE SOCIETY OF WISCONSIN
Plan identification number 001

DEFINED BENEFIT PENSION PLAN OF CHILDREN'S SERVICE SOCIETY OF WISCONSIN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).

401k Sponsoring company profile

CHILDRENS SERVICE SOCIETY OF WISCONSIN has sponsored the creation of one or more 401k plans.

Company Name:CHILDRENS SERVICE SOCIETY OF WISCONSIN
Employer identification number (EIN):390806380
NAIC Classification:621498
NAIC Description:All Other Outpatient Care Centers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DEFINED BENEFIT PENSION PLAN OF CHILDREN'S SERVICE SOCIETY OF WISCONSIN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01TOM SHANAHAN
0012016-01-01TOM SHANAHAN
0012015-01-01TOM SHANAHAN
0012014-01-01TOM SHANAHAN
0012013-01-01TOM SHANAHAN
0012012-01-01TOM SHANAHAN
0012011-01-01TOM SHANAHAN
0012010-01-01TOM SHANAHAN
0012009-01-01TOM SHANAHAN

Plan Statistics for DEFINED BENEFIT PENSION PLAN OF CHILDREN'S SERVICE SOCIETY OF WISCONSIN

401k plan membership statisitcs for DEFINED BENEFIT PENSION PLAN OF CHILDREN'S SERVICE SOCIETY OF WISCONSIN

Measure Date Value
2021: DEFINED BENEFIT PENSION PLAN OF CHILDREN'S SERVICE SOCIETY OF WISCONSIN 2021 401k membership
Total participants, beginning-of-year2021-01-010
Total number of active participants reported on line 7a of the Form 55002021-01-010
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: DEFINED BENEFIT PENSION PLAN OF CHILDREN'S SERVICE SOCIETY OF WISCONSIN 2020 401k membership
Total participants, beginning-of-year2020-01-01279
Total number of active participants reported on line 7a of the Form 55002020-01-010
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: DEFINED BENEFIT PENSION PLAN OF CHILDREN'S SERVICE SOCIETY OF WISCONSIN 2019 401k membership
Market value of plan assets2019-12-317,508,258
Acturial value of plan assets2019-12-317,914,984
Funding target for retired participants and beneficiaries receiving payment2019-12-316,319,906
Number of terminated vested participants2019-12-3184
Fundng target for terminated vested participants2019-12-311,580,352
Active participant vested funding target2019-12-311,030,919
Number of active participants2019-12-3150
Total funding liabilities for active participants2019-12-311,030,919
Total participant count2019-12-31283
Total funding target for all participants2019-12-318,931,177
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-3153,521
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-3153,521
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-310
Present value of excess contributions2019-12-317
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-317
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-310
Balance of prefunding at beginning of current year2019-12-310
Total employer contributions2019-12-315,001,210
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-314,567,916
Liquidity shortfalls end of Q12019-12-310
Liquidity shortfalls end of Q22019-12-310
Liquidity shortfalls end of Q32019-12-310
Liquidity shortfalls end of Q42019-12-310
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-3136,917
Net shortfall amortization installment of oustanding balance2019-12-311,016,193
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-31222,081
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-310
Additional cash requirement2019-12-31222,081
Contributions allocatedtoward minimum required contributions for current year2019-12-314,567,916
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-01-01282
Total number of active participants reported on line 7a of the Form 55002019-01-010
Number of retired or separated participants receiving benefits2019-01-01134
Number of other retired or separated participants entitled to future benefits2019-01-01135
Total of all active and inactive participants2019-01-01269
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0110
Total participants2019-01-01279
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-012
2018: DEFINED BENEFIT PENSION PLAN OF CHILDREN'S SERVICE SOCIETY OF WISCONSIN 2018 401k membership
Market value of plan assets2018-12-318,359,455
Acturial value of plan assets2018-12-318,052,866
Funding target for retired participants and beneficiaries receiving payment2018-12-315,572,147
Number of terminated vested participants2018-12-3192
Fundng target for terminated vested participants2018-12-312,049,133
Active participant vested funding target2018-12-31963,849
Number of active participants2018-12-3152
Total funding liabilities for active participants2018-12-31963,849
Total participant count2018-12-31286
Total funding target for all participants2018-12-318,585,129
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-31147,532
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-3199,865
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-3147,667
Present value of excess contributions2018-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-310
Reductions in caryover balances due to elections or deemed elections2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-3153,521
Total employer contributions2018-12-3193,065
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-3186,651
Liquidity shortfalls end of Q12018-12-310
Liquidity shortfalls end of Q22018-12-310
Liquidity shortfalls end of Q32018-12-310
Liquidity shortfalls end of Q42018-12-310
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-3137,166
Net shortfall amortization installment of oustanding balance2018-12-31585,784
Total funding amount beforereflecting carryover/prefunding balances2018-12-31140,165
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-3153,521
Additional cash requirement2018-12-3186,644
Contributions allocatedtoward minimum required contributions for current year2018-12-3186,651
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-01286
Total number of active participants reported on line 7a of the Form 55002018-01-0153
Number of retired or separated participants receiving benefits2018-01-01136
Number of other retired or separated participants entitled to future benefits2018-01-0185
Total of all active and inactive participants2018-01-01274
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-018
Total participants2018-01-01282
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-014
2017: DEFINED BENEFIT PENSION PLAN OF CHILDREN'S SERVICE SOCIETY OF WISCONSIN 2017 401k membership
Market value of plan assets2017-12-317,984,478
Acturial value of plan assets2017-12-318,168,733
Funding target for retired participants and beneficiaries receiving payment2017-12-315,475,169
Number of terminated vested participants2017-12-3194
Fundng target for terminated vested participants2017-12-311,901,611
Active participant vested funding target2017-12-311,023,916
Number of active participants2017-12-3155
Total funding liabilities for active participants2017-12-311,023,916
Total participant count2017-12-31289
Total funding target for all participants2017-12-318,400,696
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-31137,893
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-310
Amount remaining of prefunding balance2017-12-31137,893
Present value of excess contributions2017-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-310
Reductions in caryover balances due to elections or deemed elections2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-31147,532
Total employer contributions2017-12-310
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-310
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-3137,547
Net shortfall amortization installment of oustanding balance2017-12-31379,495
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-3199,865
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-3199,865
Additional cash requirement2017-12-310
Contributions allocatedtoward minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-01289
Total number of active participants reported on line 7a of the Form 55002017-01-0155
Number of retired or separated participants receiving benefits2017-01-01131
Number of other retired or separated participants entitled to future benefits2017-01-0192
Total of all active and inactive participants2017-01-01278
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-018
Total participants2017-01-01286
Number of participants with account balances2017-01-01148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-011
2016: DEFINED BENEFIT PENSION PLAN OF CHILDREN'S SERVICE SOCIETY OF WISCONSIN 2016 401k membership
Market value of plan assets2016-12-317,976,426
Acturial value of plan assets2016-12-318,392,780
Funding target for retired participants and beneficiaries receiving payment2016-12-315,084,530
Number of terminated vested participants2016-12-31100
Fundng target for terminated vested participants2016-12-312,061,603
Active participant vested funding target2016-12-311,051,176
Number of active participants2016-12-3159
Total funding liabilities for active participants2016-12-311,051,176
Total participant count2016-12-31289
Total funding target for all participants2016-12-318,197,309
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-31137,084
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-310
Amount remaining of prefunding balance2016-12-31137,084
Present value of excess contributions2016-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-310
Reductions in caryover balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-31137,893
Total employer contributions2016-12-310
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-310
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-3137,715
Net shortfall amortization installment of oustanding balance2016-12-310
Waiver amortization installment2016-12-310
Waived amount of outstanding balance2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-310
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-310
Contributions allocatedtoward minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-01290
Total number of active participants reported on line 7a of the Form 55002016-01-0159
Number of retired or separated participants receiving benefits2016-01-01127
Number of other retired or separated participants entitled to future benefits2016-01-0196
Total of all active and inactive participants2016-01-01282
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-017
Total participants2016-01-01289
Number of participants with account balances2016-01-01155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-014
2015: DEFINED BENEFIT PENSION PLAN OF CHILDREN'S SERVICE SOCIETY OF WISCONSIN 2015 401k membership
Total participants, beginning-of-year2015-01-01369
Total number of active participants reported on line 7a of the Form 55002015-01-0163
Number of retired or separated participants receiving benefits2015-01-01121
Number of other retired or separated participants entitled to future benefits2015-01-0199
Total of all active and inactive participants2015-01-01283
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-017
Total participants2015-01-01290
Number of participants with account balances2015-01-01162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-014
2014: DEFINED BENEFIT PENSION PLAN OF CHILDREN'S SERVICE SOCIETY OF WISCONSIN 2014 401k membership
Total participants, beginning-of-year2014-01-01401
Total number of active participants reported on line 7a of the Form 55002014-01-0168
Number of retired or separated participants receiving benefits2014-01-01109
Number of other retired or separated participants entitled to future benefits2014-01-01186
Total of all active and inactive participants2014-01-01363
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-016
Total participants2014-01-01369
Number of participants with account balances2014-01-01254
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-013
2013: DEFINED BENEFIT PENSION PLAN OF CHILDREN'S SERVICE SOCIETY OF WISCONSIN 2013 401k membership
Total participants, beginning-of-year2013-01-01402
Total number of active participants reported on line 7a of the Form 55002013-01-0181
Number of retired or separated participants receiving benefits2013-01-01102
Number of other retired or separated participants entitled to future benefits2013-01-01215
Total of all active and inactive participants2013-01-01398
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-013
Total participants2013-01-01401
Number of participants with account balances2013-01-01299
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-012
2012: DEFINED BENEFIT PENSION PLAN OF CHILDREN'S SERVICE SOCIETY OF WISCONSIN 2012 401k membership
Total participants, beginning-of-year2012-01-01421
Total number of active participants reported on line 7a of the Form 55002012-01-0181
Number of retired or separated participants receiving benefits2012-01-0186
Number of other retired or separated participants entitled to future benefits2012-01-01235
Total of all active and inactive participants2012-01-01402
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01402
Number of participants with account balances2012-01-01316
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: DEFINED BENEFIT PENSION PLAN OF CHILDREN'S SERVICE SOCIETY OF WISCONSIN 2011 401k membership
Total participants, beginning-of-year2011-01-01433
Total number of active participants reported on line 7a of the Form 55002011-01-01126
Number of retired or separated participants receiving benefits2011-01-0177
Number of other retired or separated participants entitled to future benefits2011-01-01211
Total of all active and inactive participants2011-01-01414
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-017
Total participants2011-01-01421
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-014
2010: DEFINED BENEFIT PENSION PLAN OF CHILDREN'S SERVICE SOCIETY OF WISCONSIN 2010 401k membership
Total participants, beginning-of-year2010-01-01435
Total number of active participants reported on line 7a of the Form 55002010-01-01129
Number of retired or separated participants receiving benefits2010-01-0172
Number of other retired or separated participants entitled to future benefits2010-01-01226
Total of all active and inactive participants2010-01-01427
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-016
Total participants2010-01-01433
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: DEFINED BENEFIT PENSION PLAN OF CHILDREN'S SERVICE SOCIETY OF WISCONSIN 2009 401k membership
Total participants, beginning-of-year2009-01-01435
Total number of active participants reported on line 7a of the Form 55002009-01-01148
Number of retired or separated participants receiving benefits2009-01-0162
Number of other retired or separated participants entitled to future benefits2009-01-01218
Total of all active and inactive participants2009-01-01428
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-015
Total participants2009-01-01433
Number of participants with account balances2009-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on DEFINED BENEFIT PENSION PLAN OF CHILDREN'S SERVICE SOCIETY OF WISCONSIN

Measure Date Value
2021 : DEFINED BENEFIT PENSION PLAN OF CHILDREN'S SERVICE SOCIETY OF WISCONSIN 2021 401k financial data
Transfers to/from the plan2021-12-31$307,400
Total plan liabilities at end of year2021-12-31$0
Total plan liabilities at beginning of year2021-12-31$307,400
Total income from all sources2021-12-31$0
Expenses. Total of all expenses incurred2021-12-31$0
Total plan assets at end of year2021-12-31$0
Total plan assets at beginning of year2021-12-31$0
Value of fidelity bond covering the plan2021-12-31$500,000
Net income (gross income less expenses)2021-12-31$0
Net plan assets at end of year (total assets less liabilities)2021-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$-307,400
2020 : DEFINED BENEFIT PENSION PLAN OF CHILDREN'S SERVICE SOCIETY OF WISCONSIN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$307,400
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$24,814
Total income from all sources (including contributions)2020-12-31$646,394
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$13,894,472
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$13,894,472
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$30,000
Value of total assets at end of year2020-12-31$0
Value of total assets at beginning of year2020-12-31$12,965,492
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$0
Total interest from all sources2020-12-31$10,161
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2020-12-31$0
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$307,400
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$0
Liabilities. Value of operating payables at end of year2020-12-31$0
Liabilities. Value of operating payables at beginning of year2020-12-31$24,814
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$-13,248,078
Value of net assets at end of year (total assets less liabilities)2020-12-31$-307,400
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$12,940,678
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in pooled separate accounts at end of year2020-12-31$0
Value of interest in pooled separate accounts at beginning of year2020-12-31$8,037,408
Interest earned on other investments2020-12-31$10,161
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$13,300,467
Net investment gain/loss from pooled separate accounts2020-12-31$606,233
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$30,000
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$4,928,084
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$594,005
Did the plan have assets held for investment2020-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31WIPFLI LLP
Accountancy firm EIN2020-12-31390758449
2019 : DEFINED BENEFIT PENSION PLAN OF CHILDREN'S SERVICE SOCIETY OF WISCONSIN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$24,814
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$6,090,358
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$657,729
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$596,296
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$5,033,210
Value of total assets at end of year2019-12-31$12,965,492
Value of total assets at beginning of year2019-12-31$7,508,049
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$61,433
Total interest from all sources2019-12-31$165
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2019-12-31$0
Administrative expenses professional fees incurred2019-12-31$27,428
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Liabilities. Value of operating payables at end of year2019-12-31$24,814
Liabilities. Value of operating payables at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$5,432,629
Value of net assets at end of year (total assets less liabilities)2019-12-31$12,940,678
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$7,508,049
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in pooled separate accounts at end of year2019-12-31$8,037,408
Value of interest in pooled separate accounts at beginning of year2019-12-31$7,436,364
Interest earned on other investments2019-12-31$165
Net investment gain/loss from pooled separate accounts2019-12-31$1,056,983
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$5,033,210
Employer contributions (assets) at end of year2019-12-31$4,928,084
Employer contributions (assets) at beginning of year2019-12-31$71,685
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$596,296
Contract administrator fees2019-12-31$34,005
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31WIPFLI LLP
Accountancy firm EIN2019-12-31390758449
2018 : DEFINED BENEFIT PENSION PLAN OF CHILDREN'S SERVICE SOCIETY OF WISCONSIN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$-236,232
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$615,174
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$574,140
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$93,065
Value of total assets at end of year2018-12-31$7,508,049
Value of total assets at beginning of year2018-12-31$8,359,455
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$41,034
Total interest from all sources2018-12-31$2,509
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$23,200
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Participant contributions at end of year2018-12-31$71,685
Participant contributions at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-851,406
Value of net assets at end of year (total assets less liabilities)2018-12-31$7,508,049
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$8,359,455
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in pooled separate accounts at end of year2018-12-31$7,436,364
Value of interest in pooled separate accounts at beginning of year2018-12-31$7,761,907
Interest earned on other investments2018-12-31$2,509
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$597,548
Net investment gain/loss from pooled separate accounts2018-12-31$-331,806
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$93,065
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$574,140
Contract administrator fees2018-12-31$17,834
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31WIPFLI LLP
Accountancy firm EIN2018-12-31390758449
2017 : DEFINED BENEFIT PENSION PLAN OF CHILDREN'S SERVICE SOCIETY OF WISCONSIN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$946,292
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$571,315
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$539,568
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$0
Value of total assets at end of year2017-12-31$8,359,455
Value of total assets at beginning of year2017-12-31$7,984,478
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$31,747
Total interest from all sources2017-12-31$4,715
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$374,977
Value of net assets at end of year (total assets less liabilities)2017-12-31$8,359,455
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$7,984,478
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$18,512
Value of interest in pooled separate accounts at end of year2017-12-31$7,761,907
Value of interest in pooled separate accounts at beginning of year2017-12-31$7,635,331
Interest earned on other investments2017-12-31$4,715
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$597,548
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$349,147
Net investment gain/loss from pooled separate accounts2017-12-31$941,577
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$539,568
Contract administrator fees2017-12-31$13,235
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31WIPFLI LLP
Accountancy firm EIN2017-12-31390758449
2016 : DEFINED BENEFIT PENSION PLAN OF CHILDREN'S SERVICE SOCIETY OF WISCONSIN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$538,975
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$530,923
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$498,132
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$0
Value of total assets at end of year2016-12-31$7,984,478
Value of total assets at beginning of year2016-12-31$7,976,426
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$32,791
Total interest from all sources2016-12-31$3,947
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$8,052
Value of net assets at end of year (total assets less liabilities)2016-12-31$7,984,478
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$7,976,426
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in pooled separate accounts at end of year2016-12-31$7,635,331
Value of interest in pooled separate accounts at beginning of year2016-12-31$7,400,303
Interest earned on other investments2016-12-31$3,947
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$349,147
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$576,123
Net investment gain/loss from pooled separate accounts2016-12-31$535,028
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$498,132
Contract administrator fees2016-12-31$32,791
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31WIPFLI LLP
Accountancy firm EIN2016-12-31390758449
2015 : DEFINED BENEFIT PENSION PLAN OF CHILDREN'S SERVICE SOCIETY OF WISCONSIN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$57,795
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$2,229,896
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$2,158,960
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$0
Value of total assets at end of year2015-12-31$7,976,426
Value of total assets at beginning of year2015-12-31$10,148,527
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$70,936
Total interest from all sources2015-12-31$5,524
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-2,172,101
Value of net assets at end of year (total assets less liabilities)2015-12-31$7,976,426
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$10,148,527
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in pooled separate accounts at end of year2015-12-31$7,400,303
Value of interest in pooled separate accounts at beginning of year2015-12-31$9,360,599
Interest earned on other investments2015-12-31$5,524
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$576,123
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$787,928
Net investment gain/loss from pooled separate accounts2015-12-31$52,271
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$2,158,960
Contract administrator fees2015-12-31$70,936
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31WIPFLI LLP
Accountancy firm EIN2015-12-31390758449
2014 : DEFINED BENEFIT PENSION PLAN OF CHILDREN'S SERVICE SOCIETY OF WISCONSIN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$742,997
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$543,432
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$501,302
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$132,000
Value of total assets at end of year2014-12-31$10,148,527
Value of total assets at beginning of year2014-12-31$9,948,962
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$42,130
Total interest from all sources2014-12-31$8,051
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$199,565
Value of net assets at end of year (total assets less liabilities)2014-12-31$10,148,527
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$9,948,962
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in pooled separate accounts at end of year2014-12-31$9,360,599
Value of interest in pooled separate accounts at beginning of year2014-12-31$8,757,653
Interest earned on other investments2014-12-31$8,051
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$787,928
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$894,709
Net investment gain/loss from pooled separate accounts2014-12-31$602,946
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$132,000
Employer contributions (assets) at end of year2014-12-31$0
Employer contributions (assets) at beginning of year2014-12-31$296,600
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$501,302
Contract administrator fees2014-12-31$42,130
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31WIPFLI LLP
Accountancy firm EIN2014-12-31390758449
2013 : DEFINED BENEFIT PENSION PLAN OF CHILDREN'S SERVICE SOCIETY OF WISCONSIN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$1,740,813
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$458,721
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$398,739
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$473,600
Value of total assets at end of year2013-12-31$9,948,962
Value of total assets at beginning of year2013-12-31$8,666,870
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$59,982
Total interest from all sources2013-12-31$8,217
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,282,092
Value of net assets at end of year (total assets less liabilities)2013-12-31$9,948,962
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$8,666,870
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in pooled separate accounts at end of year2013-12-31$8,757,653
Value of interest in pooled separate accounts at beginning of year2013-12-31$7,648,657
Interest earned on other investments2013-12-31$8,217
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$894,709
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$734,213
Net investment gain/loss from pooled separate accounts2013-12-31$1,258,996
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$473,600
Employer contributions (assets) at end of year2013-12-31$296,600
Employer contributions (assets) at beginning of year2013-12-31$284,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$398,739
Contract administrator fees2013-12-31$59,982
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31WIPFLI LLP
Accountancy firm EIN2013-12-31390758449
2012 : DEFINED BENEFIT PENSION PLAN OF CHILDREN'S SERVICE SOCIETY OF WISCONSIN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$1,339,770
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$365,786
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$319,658
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$565,609
Value of total assets at end of year2012-12-31$8,666,870
Value of total assets at beginning of year2012-12-31$7,692,886
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$46,128
Total interest from all sources2012-12-31$10,777
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$973,984
Value of net assets at end of year (total assets less liabilities)2012-12-31$8,666,870
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$7,692,886
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in pooled separate accounts at end of year2012-12-31$7,648,657
Value of interest in pooled separate accounts at beginning of year2012-12-31$6,885,274
Interest earned on other investments2012-12-31$10,777
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$734,213
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$633,412
Net investment gain/loss from pooled separate accounts2012-12-31$763,384
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$565,609
Employer contributions (assets) at end of year2012-12-31$284,000
Employer contributions (assets) at beginning of year2012-12-31$174,200
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$319,658
Contract administrator fees2012-12-31$46,128
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31WIPFLI LLP
Accountancy firm EIN2012-12-31390758449
2011 : DEFINED BENEFIT PENSION PLAN OF CHILDREN'S SERVICE SOCIETY OF WISCONSIN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$498,296
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$325,616
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$278,399
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$389,200
Value of total assets at end of year2011-12-31$7,692,886
Value of total assets at beginning of year2011-12-31$7,520,206
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$47,217
Total interest from all sources2011-12-31$7,787
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$172,680
Value of net assets at end of year (total assets less liabilities)2011-12-31$7,692,886
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$7,520,206
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in pooled separate accounts at end of year2011-12-31$6,885,274
Value of interest in pooled separate accounts at beginning of year2011-12-31$6,553,965
Interest earned on other investments2011-12-31$7,787
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$633,412
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$246,241
Net investment gain/loss from pooled separate accounts2011-12-31$101,309
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$389,200
Employer contributions (assets) at end of year2011-12-31$174,200
Employer contributions (assets) at beginning of year2011-12-31$720,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$278,399
Contract administrator fees2011-12-31$47,217
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31WIPFLI LLP
Accountancy firm EIN2011-12-31390758449
2010 : DEFINED BENEFIT PENSION PLAN OF CHILDREN'S SERVICE SOCIETY OF WISCONSIN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$1,520,052
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$306,630
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$255,444
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$770,000
Value of total assets at end of year2010-12-31$7,520,206
Value of total assets at beginning of year2010-12-31$6,306,784
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$51,186
Total interest from all sources2010-12-31$7,307
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$1,213,422
Value of net assets at end of year (total assets less liabilities)2010-12-31$7,520,206
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$6,306,784
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in pooled separate accounts at end of year2010-12-31$6,553,965
Value of interest in pooled separate accounts at beginning of year2010-12-31$6,229,336
Interest earned on other investments2010-12-31$7,307
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$246,241
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$77,448
Net investment gain/loss from pooled separate accounts2010-12-31$742,745
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$770,000
Employer contributions (assets) at end of year2010-12-31$720,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$255,444
Contract administrator fees2010-12-31$51,186
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31WIPFLI LLP
Accountancy firm EIN2010-12-31390758449
2009 : DEFINED BENEFIT PENSION PLAN OF CHILDREN'S SERVICE SOCIETY OF WISCONSIN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for DEFINED BENEFIT PENSION PLAN OF CHILDREN'S SERVICE SOCIETY OF WISCONSIN

2021: DEFINED BENEFIT PENSION PLAN OF CHILDREN'S SERVICE SOCIETY OF WISCONSIN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingYes
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: DEFINED BENEFIT PENSION PLAN OF CHILDREN'S SERVICE SOCIETY OF WISCONSIN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: DEFINED BENEFIT PENSION PLAN OF CHILDREN'S SERVICE SOCIETY OF WISCONSIN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: DEFINED BENEFIT PENSION PLAN OF CHILDREN'S SERVICE SOCIETY OF WISCONSIN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: DEFINED BENEFIT PENSION PLAN OF CHILDREN'S SERVICE SOCIETY OF WISCONSIN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: DEFINED BENEFIT PENSION PLAN OF CHILDREN'S SERVICE SOCIETY OF WISCONSIN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: DEFINED BENEFIT PENSION PLAN OF CHILDREN'S SERVICE SOCIETY OF WISCONSIN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: DEFINED BENEFIT PENSION PLAN OF CHILDREN'S SERVICE SOCIETY OF WISCONSIN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: DEFINED BENEFIT PENSION PLAN OF CHILDREN'S SERVICE SOCIETY OF WISCONSIN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: DEFINED BENEFIT PENSION PLAN OF CHILDREN'S SERVICE SOCIETY OF WISCONSIN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: DEFINED BENEFIT PENSION PLAN OF CHILDREN'S SERVICE SOCIETY OF WISCONSIN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: DEFINED BENEFIT PENSION PLAN OF CHILDREN'S SERVICE SOCIETY OF WISCONSIN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: DEFINED BENEFIT PENSION PLAN OF CHILDREN'S SERVICE SOCIETY OF WISCONSIN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number053812-G
Policy instance 1
Insurance contract or identification number053812-G
Number of Individuals Covered0
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $479
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 Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees479
Additional information about fees paid to insurance brokerPORTION OF INVENTIVE COMP. PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number053812-G
Policy instance 1
Insurance contract or identification number053812-G
Number of Individuals Covered279
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
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 Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number053812-G
Policy instance 1
Insurance contract or identification number053812-G
Number of Individuals Covered282
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
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 Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number053812-G
Policy instance 1
Insurance contract or identification number053812-G
Number of Individuals Covered286
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
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 Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3