?>
Logo

DEFINED BENEFIT PENSION PLAN OF WISCONSIN COMMUNITY SERVICES, INC. 401k Plan overview

Plan NameDEFINED BENEFIT PENSION PLAN OF WISCONSIN COMMUNITY SERVICES, INC.
Plan identification number 001

DEFINED BENEFIT PENSION PLAN OF WISCONSIN COMMUNITY SERVICES, INC. Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

WISCONSIN COMMUNITY SERVICES INC has sponsored the creation of one or more 401k plans.

Company Name:WISCONSIN COMMUNITY SERVICES INC
Employer identification number (EIN):390808464
NAIC Classification:624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DEFINED BENEFIT PENSION PLAN OF WISCONSIN COMMUNITY SERVICES, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-07-01CLARENCE JOHNSON2023-05-04
0012020-07-01CLARENCE JOHNSON2022-04-13
0012019-07-01
0012018-07-01
0012017-07-01
0012016-07-01CLARENCE JOHNSON
0012015-07-01CLARENCE JOHNSON
0012014-07-01HOLLIS PATZER
0012013-07-01HOLLIS PATZER
0012012-07-01HOLLIS PATZER
0012011-07-01HOLLIS PATZER
0012009-07-01HOLLIS PATZER

Plan Statistics for DEFINED BENEFIT PENSION PLAN OF WISCONSIN COMMUNITY SERVICES, INC.

401k plan membership statisitcs for DEFINED BENEFIT PENSION PLAN OF WISCONSIN COMMUNITY SERVICES, INC.

Measure Date Value
2022: DEFINED BENEFIT PENSION PLAN OF WISCONSIN COMMUNITY SERVICES, INC. 2022 401k membership
Market value of plan assets2022-06-3010,941,336
Acturial value of plan assets2022-06-309,915,411
Funding target for retired participants and beneficiaries receiving payment2022-06-303,365,239
Number of terminated vested participants2022-06-30123
Fundng target for terminated vested participants2022-06-304,116,147
Active participant vested funding target2022-06-301,572,857
Number of active participants2022-06-3031
Total funding liabilities for active participants2022-06-301,616,748
Total participant count2022-06-30204
Total funding target for all participants2022-06-309,098,134
Prefunding balance at beginning of prior year after applicable adjustments2022-06-301,438,599
Amount remaining of prefunding balance2022-06-301,438,599
Present value of excess contributions2022-06-30360,019
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-06-30380,072
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-06-30380,072
Balance of carryovers at beginning of current year2022-06-300
Balance of prefunding at beginning of current year2022-06-302,172,566
Total employer contributions2022-06-30326,000
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-06-30309,511
Remaining amount of unpaid minimum required contributions2022-06-300
Minimum required contributions for current year target normal cost2022-06-3012,560
Net shortfall amortization installment of oustanding balance2022-06-301,519,420
Total funding amount beforereflecting carryover/prefunding balances2022-06-30169,022
Additional cash requirement2022-06-30169,022
Contributions allocatedtoward minimum required contributions for current year2022-06-30309,511
Unpaid minimum required contributions for current year2022-06-300
2021: DEFINED BENEFIT PENSION PLAN OF WISCONSIN COMMUNITY SERVICES, INC. 2021 401k membership
Total participants, beginning-of-year2021-07-01185
Total number of active participants reported on line 7a of the Form 55002021-07-0132
Number of retired or separated participants receiving benefits2021-07-0129
Number of other retired or separated participants entitled to future benefits2021-07-01109
Total of all active and inactive participants2021-07-01170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-019
Total participants2021-07-01179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-010
Market value of plan assets2021-06-308,726,953
Acturial value of plan assets2021-06-308,782,634
Funding target for retired participants and beneficiaries receiving payment2021-06-303,341,134
Number of terminated vested participants2021-06-30118
Fundng target for terminated vested participants2021-06-303,627,094
Active participant vested funding target2021-06-301,910,600
Number of active participants2021-06-3040
Total funding liabilities for active participants2021-06-301,964,719
Total participant count2021-06-30206
Total funding target for all participants2021-06-308,932,947
Prefunding balance at beginning of prior year after applicable adjustments2021-06-301,202,623
Amount remaining of prefunding balance2021-06-301,202,623
Present value of excess contributions2021-06-30160,157
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-06-30169,110
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-06-30169,110
Balance of carryovers at beginning of current year2021-06-300
Balance of prefunding at beginning of current year2021-06-301,438,599
Total employer contributions2021-06-30552,000
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-06-30528,951
Remaining amount of unpaid minimum required contributions2021-06-300
Minimum required contributions for current year target normal cost2021-06-3012,470
Net shortfall amortization installment of oustanding balance2021-06-301,588,912
Total funding amount beforereflecting carryover/prefunding balances2021-06-30168,932
Additional cash requirement2021-06-30168,932
Contributions allocatedtoward minimum required contributions for current year2021-06-30528,951
Unpaid minimum required contributions for current year2021-06-300
2020: DEFINED BENEFIT PENSION PLAN OF WISCONSIN COMMUNITY SERVICES, INC. 2020 401k membership
Total participants, beginning-of-year2020-07-01189
Total number of active participants reported on line 7a of the Form 55002020-07-0134
Number of retired or separated participants receiving benefits2020-07-0132
Number of other retired or separated participants entitled to future benefits2020-07-01119
Total of all active and inactive participants2020-07-01185
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-018
Total participants2020-07-01193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-012
Market value of plan assets2020-06-308,530,012
Acturial value of plan assets2020-06-308,566,402
Funding target for retired participants and beneficiaries receiving payment2020-06-302,837,064
Number of terminated vested participants2020-06-30122
Fundng target for terminated vested participants2020-06-303,764,338
Active participant vested funding target2020-06-302,470,968
Number of active participants2020-06-3045
Total funding liabilities for active participants2020-06-302,538,161
Total participant count2020-06-30212
Total funding target for all participants2020-06-309,139,563
Balance at beginning of prior year after applicable adjustments2020-06-300
Prefunding balance at beginning of prior year after applicable adjustments2020-06-30965,416
Carryover balanced portion elected for use to offset prior years funding requirement2020-06-300
Prefunding balanced used to offset prior years funding requirement2020-06-300
Amount remaining of carryover balance2020-06-300
Amount remaining of prefunding balance2020-06-30965,416
Present value of excess contributions2020-06-30176,239
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-06-30186,426
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-06-30186,426
Reductions in caryover balances due to elections or deemed elections2020-06-300
Reductions in prefunding balances due to elections or deemed elections2020-06-300
Balance of carryovers at beginning of current year2020-06-300
Balance of prefunding at beginning of current year2020-06-301,202,623
Total employer contributions2020-06-30356,000
Total employee contributions2020-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2020-06-300
Contributions made to avoid restrictions adjusted to valuation date2020-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-06-30336,722
Liquidity shortfalls end of Q12020-06-300
Liquidity shortfalls end of Q22020-06-300
Liquidity shortfalls end of Q32020-06-300
Liquidity shortfalls end of Q42020-06-300
Unpaid minimum required contributions for all prior years2020-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-06-300
Remaining amount of unpaid minimum required contributions2020-06-300
Minimum required contributions for current year target normal cost2020-06-3012,380
Net shortfall amortization installment of oustanding balance2020-06-301,775,784
Waiver amortization installment2020-06-300
Total funding amount beforereflecting carryover/prefunding balances2020-06-30335,939
Carryover balance elected to use to offset funding requirement2020-06-300
Prefunding balance elected to use to offset funding requirement2020-06-300
Additional cash requirement2020-06-30335,939
Contributions allocatedtoward minimum required contributions for current year2020-06-30336,722
Unpaid minimum required contributions for current year2020-06-300
Unpaid minimum required contributions for all years2020-06-300
2019: DEFINED BENEFIT PENSION PLAN OF WISCONSIN COMMUNITY SERVICES, INC. 2019 401k membership
Total participants, beginning-of-year2019-07-01197
Total number of active participants reported on line 7a of the Form 55002019-07-0142
Number of retired or separated participants receiving benefits2019-07-0127
Number of other retired or separated participants entitled to future benefits2019-07-01116
Total of all active and inactive participants2019-07-01185
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-014
Total participants2019-07-01189
Number of participants with account balances2019-07-01163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-010
Market value of plan assets2019-06-308,109,827
Acturial value of plan assets2019-06-307,980,715
Funding target for retired participants and beneficiaries receiving payment2019-06-302,485,722
Number of terminated vested participants2019-06-30128
Fundng target for terminated vested participants2019-06-303,868,206
Active participant vested funding target2019-06-302,342,860
Number of active participants2019-06-3046
Total funding liabilities for active participants2019-06-302,415,195
Total participant count2019-06-30216
Total funding target for all participants2019-06-308,769,123
Balance at beginning of prior year after applicable adjustments2019-06-300
Prefunding balance at beginning of prior year after applicable adjustments2019-06-301,130,230
Carryover balanced portion elected for use to offset prior years funding requirement2019-06-300
Prefunding balanced used to offset prior years funding requirement2019-06-300
Amount remaining of carryover balance2019-06-300
Amount remaining of prefunding balance2019-06-301,130,230
Present value of excess contributions2019-06-30141,578
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-06-30150,030
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-06-300
Reductions in caryover balances due to elections or deemed elections2019-06-300
Reductions in prefunding balances due to elections or deemed elections2019-06-30245,851
Balance of carryovers at beginning of current year2019-06-300
Balance of prefunding at beginning of current year2019-06-30965,416
Total employer contributions2019-06-30300,000
Total employee contributions2019-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2019-06-300
Contributions made to avoid restrictions adjusted to valuation date2019-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-06-30284,305
Liquidity shortfalls end of Q12019-06-300
Liquidity shortfalls end of Q22019-06-300
Liquidity shortfalls end of Q32019-06-300
Liquidity shortfalls end of Q42019-06-300
Unpaid minimum required contributions for all prior years2019-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-06-300
Remaining amount of unpaid minimum required contributions2019-06-300
Minimum required contributions for current year target normal cost2019-06-3012,260
Net shortfall amortization installment of oustanding balance2019-06-301,753,824
Total funding amount beforereflecting carryover/prefunding balances2019-06-30108,066
Carryover balance elected to use to offset funding requirement2019-06-300
Prefunding balance elected to use to offset funding requirement2019-06-300
Additional cash requirement2019-06-30108,066
Contributions allocatedtoward minimum required contributions for current year2019-06-30284,305
Unpaid minimum required contributions for current year2019-06-300
Unpaid minimum required contributions for all years2019-06-300
2018: DEFINED BENEFIT PENSION PLAN OF WISCONSIN COMMUNITY SERVICES, INC. 2018 401k membership
Total participants, beginning-of-year2018-07-01202
Total number of active participants reported on line 7a of the Form 55002018-07-0148
Number of retired or separated participants receiving benefits2018-07-0125
Number of other retired or separated participants entitled to future benefits2018-07-01120
Total of all active and inactive participants2018-07-01193
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-014
Total participants2018-07-01197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-010
Market value of plan assets2018-06-307,877,649
Acturial value of plan assets2018-06-307,806,897
Funding target for retired participants and beneficiaries receiving payment2018-06-302,125,602
Number of terminated vested participants2018-06-30133
Fundng target for terminated vested participants2018-06-303,611,494
Active participant vested funding target2018-06-302,506,034
Number of active participants2018-06-3057
Total funding liabilities for active participants2018-06-302,608,737
Total participant count2018-06-30228
Total funding target for all participants2018-06-308,345,833
Balance at beginning of prior year after applicable adjustments2018-06-300
Prefunding balance at beginning of prior year after applicable adjustments2018-06-301,452,496
Carryover balanced portion elected for use to offset prior years funding requirement2018-06-300
Prefunding balanced used to offset prior years funding requirement2018-06-300
Amount remaining of carryover balance2018-06-300
Amount remaining of prefunding balance2018-06-301,452,496
Present value of excess contributions2018-06-3069,230
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-06-3073,508
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-06-3073,508
Reductions in caryover balances due to elections or deemed elections2018-06-300
Reductions in prefunding balances due to elections or deemed elections2018-06-30548,722
Balance of carryovers at beginning of current year2018-06-300
Balance of prefunding at beginning of current year2018-06-301,130,230
Total employer contributions2018-06-30251,000
Total employee contributions2018-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2018-06-300
Contributions made to avoid restrictions adjusted to valuation date2018-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-06-30238,530
Liquidity shortfalls end of Q12018-06-300
Liquidity shortfalls end of Q22018-06-300
Liquidity shortfalls end of Q32018-06-300
Liquidity shortfalls end of Q42018-06-300
Unpaid minimum required contributions for all prior years2018-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-06-300
Remaining amount of unpaid minimum required contributions2018-06-300
Minimum required contributions for current year target normal cost2018-06-3012,200
Net shortfall amortization installment of oustanding balance2018-06-301,669,166
Total funding amount beforereflecting carryover/prefunding balances2018-06-3097,152
Carryover balance elected to use to offset funding requirement2018-06-300
Prefunding balance elected to use to offset funding requirement2018-06-300
Additional cash requirement2018-06-3097,152
Contributions allocatedtoward minimum required contributions for current year2018-06-30238,530
Unpaid minimum required contributions for current year2018-06-300
Unpaid minimum required contributions for all years2018-06-300
2017: DEFINED BENEFIT PENSION PLAN OF WISCONSIN COMMUNITY SERVICES, INC. 2017 401k membership
Total participants, beginning-of-year2017-07-01214
Total number of active participants reported on line 7a of the Form 55002017-07-0150
Number of retired or separated participants receiving benefits2017-07-0122
Number of other retired or separated participants entitled to future benefits2017-07-01125
Total of all active and inactive participants2017-07-01197
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-015
Total participants2017-07-01202
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-013
Market value of plan assets2017-06-307,778,873
Acturial value of plan assets2017-06-308,094,340
Funding target for retired participants and beneficiaries receiving payment2017-06-301,463,761
Number of terminated vested participants2017-06-30163
Fundng target for terminated vested participants2017-06-303,753,948
Active participant vested funding target2017-06-302,947,731
Number of active participants2017-06-3069
Total funding liabilities for active participants2017-06-303,084,596
Total participant count2017-06-30266
Total funding target for all participants2017-06-308,302,305
Balance at beginning of prior year after applicable adjustments2017-06-300
Prefunding balance at beginning of prior year after applicable adjustments2017-06-301,342,081
Carryover balanced portion elected for use to offset prior years funding requirement2017-06-300
Prefunding balanced used to offset prior years funding requirement2017-06-300
Amount remaining of carryover balance2017-06-300
Amount remaining of prefunding balance2017-06-301,342,081
Present value of excess contributions2017-06-30134,456
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-06-30143,048
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-06-30143,048
Reductions in caryover balances due to elections or deemed elections2017-06-300
Reductions in prefunding balances due to elections or deemed elections2017-06-3061,622
Balance of carryovers at beginning of current year2017-06-300
Balance of prefunding at beginning of current year2017-06-301,452,496
Total employer contributions2017-06-30178,000
Total employee contributions2017-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2017-06-300
Contributions made to avoid restrictions adjusted to valuation date2017-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-06-30169,038
Liquidity shortfalls end of Q12017-06-300
Liquidity shortfalls end of Q22017-06-300
Liquidity shortfalls end of Q32017-06-300
Liquidity shortfalls end of Q42017-06-300
Unpaid minimum required contributions for all prior years2017-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-06-300
Remaining amount of unpaid minimum required contributions2017-06-300
Minimum required contributions for current year target normal cost2017-06-3012,530
Net shortfall amortization installment of oustanding balance2017-06-301,660,461
Total funding amount beforereflecting carryover/prefunding balances2017-06-3099,808
Additional cash requirement2017-06-3099,808
Contributions allocatedtoward minimum required contributions for current year2017-06-30169,038
Unpaid minimum required contributions for current year2017-06-300
Unpaid minimum required contributions for all years2017-06-300
2016: DEFINED BENEFIT PENSION PLAN OF WISCONSIN COMMUNITY SERVICES, INC. 2016 401k membership
Total participants, beginning-of-year2016-07-01253
Total number of active participants reported on line 7a of the Form 55002016-07-0157
Number of retired or separated participants receiving benefits2016-07-0119
Number of other retired or separated participants entitled to future benefits2016-07-01133
Total of all active and inactive participants2016-07-01209
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-015
Total participants2016-07-01214
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-013
2015: DEFINED BENEFIT PENSION PLAN OF WISCONSIN COMMUNITY SERVICES, INC. 2015 401k membership
Total participants, beginning-of-year2015-07-01305
Total number of active participants reported on line 7a of the Form 55002015-07-0174
Number of retired or separated participants receiving benefits2015-07-0118
Number of other retired or separated participants entitled to future benefits2015-07-01160
Total of all active and inactive participants2015-07-01252
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-011
Total participants2015-07-01253
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-014
2014: DEFINED BENEFIT PENSION PLAN OF WISCONSIN COMMUNITY SERVICES, INC. 2014 401k membership
Total participants, beginning-of-year2014-07-01332
Total number of active participants reported on line 7a of the Form 55002014-07-0180
Number of retired or separated participants receiving benefits2014-07-0113
Number of other retired or separated participants entitled to future benefits2014-07-01207
Total of all active and inactive participants2014-07-01300
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-014
Total participants2014-07-01304
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-013
2013: DEFINED BENEFIT PENSION PLAN OF WISCONSIN COMMUNITY SERVICES, INC. 2013 401k membership
Total participants, beginning-of-year2013-07-01341
Total number of active participants reported on line 7a of the Form 55002013-07-0189
Number of retired or separated participants receiving benefits2013-07-0132
Number of other retired or separated participants entitled to future benefits2013-07-01207
Total of all active and inactive participants2013-07-01328
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-014
Total participants2013-07-01332
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-014
2012: DEFINED BENEFIT PENSION PLAN OF WISCONSIN COMMUNITY SERVICES, INC. 2012 401k membership
Total participants, beginning-of-year2012-07-01322
Total number of active participants reported on line 7a of the Form 55002012-07-01104
Number of retired or separated participants receiving benefits2012-07-0128
Number of other retired or separated participants entitled to future benefits2012-07-01205
Total of all active and inactive participants2012-07-01337
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-014
Total participants2012-07-01341
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-014
2011: DEFINED BENEFIT PENSION PLAN OF WISCONSIN COMMUNITY SERVICES, INC. 2011 401k membership
Total participants, beginning-of-year2011-07-01333
Total number of active participants reported on line 7a of the Form 55002011-07-01114
Number of retired or separated participants receiving benefits2011-07-0113
Number of other retired or separated participants entitled to future benefits2011-07-01193
Total of all active and inactive participants2011-07-01320
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-012
Total participants2011-07-01322
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-014
2009: DEFINED BENEFIT PENSION PLAN OF WISCONSIN COMMUNITY SERVICES, INC. 2009 401k membership
Total participants, beginning-of-year2009-07-01404
Total number of active participants reported on line 7a of the Form 55002009-07-01167
Number of retired or separated participants receiving benefits2009-07-015
Number of other retired or separated participants entitled to future benefits2009-07-01209
Total of all active and inactive participants2009-07-01381
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-010
Total participants2009-07-01381
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-0122

Financial Data on DEFINED BENEFIT PENSION PLAN OF WISCONSIN COMMUNITY SERVICES, INC.

Measure Date Value
2022 : DEFINED BENEFIT PENSION PLAN OF WISCONSIN COMMUNITY SERVICES, INC. 2022 401k financial data
Total income from all sources (including contributions)2022-06-30$-993,523
Total of all expenses incurred2022-06-30$869,924
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$847,962
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$326,000
Value of total assets at end of year2022-06-30$9,077,890
Value of total assets at beginning of year2022-06-30$10,941,337
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$21,962
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30No
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$500,000
If this is an individual account plan, was there a blackout period2022-06-30No
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Assets. Other investments not covered elsewhere at end of year2022-06-30$618,784
Assets. Other investments not covered elsewhere at beginning of year2022-06-30$1,050,517
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$-1,863,447
Value of net assets at end of year (total assets less liabilities)2022-06-30$9,077,890
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$10,941,337
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30No
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Value of interest in pooled separate accounts at end of year2022-06-30$8,262,106
Value of interest in pooled separate accounts at beginning of year2022-06-30$9,590,820
Net investment gain/loss from pooled separate accounts2022-06-30$-1,319,523
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30No
Was there a failure to transmit to the plan any participant contributions2022-06-30No
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Contributions received in cash from employer2022-06-30$326,000
Employer contributions (assets) at end of year2022-06-30$197,000
Employer contributions (assets) at beginning of year2022-06-30$300,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$847,962
Contract administrator fees2022-06-30$21,962
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-06-30No
Did the plan have assets held for investment2022-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-30No
Opinion of an independent qualified public accountant for this plan2022-06-30Unqualified
Accountancy firm name2022-06-30WEGNER CPAS
Accountancy firm EIN2022-06-30390974031
2021 : DEFINED BENEFIT PENSION PLAN OF WISCONSIN COMMUNITY SERVICES, INC. 2021 401k financial data
Total income from all sources (including contributions)2021-06-30$2,642,675
Total of all expenses incurred2021-06-30$430,948
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$428,916
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$552,000
Value of total assets at end of year2021-06-30$10,941,337
Value of total assets at beginning of year2021-06-30$8,729,610
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$2,032
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$500,000
If this is an individual account plan, was there a blackout period2021-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-06-30$0
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Assets. Other investments not covered elsewhere at end of year2021-06-30$1,050,517
Assets. Other investments not covered elsewhere at beginning of year2021-06-30$553,890
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$2,211,727
Value of net assets at end of year (total assets less liabilities)2021-06-30$10,941,337
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$8,729,610
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Value of interest in pooled separate accounts at end of year2021-06-30$9,590,820
Value of interest in pooled separate accounts at beginning of year2021-06-30$8,103,720
Net investment gain/loss from pooled separate accounts2021-06-30$2,090,675
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30No
Was there a failure to transmit to the plan any participant contributions2021-06-30No
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Contributions received in cash from employer2021-06-30$552,000
Employer contributions (assets) at end of year2021-06-30$300,000
Employer contributions (assets) at beginning of year2021-06-30$72,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$428,916
Contract administrator fees2021-06-30$2,032
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-06-30No
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Opinion of an independent qualified public accountant for this plan2021-06-30Unqualified
Accountancy firm name2021-06-30WEGNER CPAS
Accountancy firm EIN2021-06-30390974031
2020 : DEFINED BENEFIT PENSION PLAN OF WISCONSIN COMMUNITY SERVICES, INC. 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total income from all sources (including contributions)2020-06-30$802,204
Total loss/gain on sale of assets2020-06-30$0
Total of all expenses incurred2020-06-30$603,838
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$587,391
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$356,000
Value of total assets at end of year2020-06-30$8,729,610
Value of total assets at beginning of year2020-06-30$8,531,244
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$16,447
Total interest from all sources2020-06-30$773
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Administrative expenses professional fees incurred2020-06-30$13,280
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$500,000
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Assets. Other investments not covered elsewhere at end of year2020-06-30$553,890
Assets. Other investments not covered elsewhere at beginning of year2020-06-30$976
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$198,366
Value of net assets at end of year (total assets less liabilities)2020-06-30$8,729,610
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$8,531,244
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Value of interest in pooled separate accounts at end of year2020-06-30$8,103,720
Value of interest in pooled separate accounts at beginning of year2020-06-30$8,305,268
Interest earned on other investments2020-06-30$773
Net investment gain/loss from pooled separate accounts2020-06-30$445,431
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30Yes
Was there a failure to transmit to the plan any participant contributions2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Contributions received in cash from employer2020-06-30$356,000
Employer contributions (assets) at end of year2020-06-30$72,000
Employer contributions (assets) at beginning of year2020-06-30$225,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$587,391
Contract administrator fees2020-06-30$3,167
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30Yes
Opinion of an independent qualified public accountant for this plan2020-06-30Disclaimer
Accountancy firm name2020-06-30WIPFLI LLP
Accountancy firm EIN2020-06-30390758449
2019 : DEFINED BENEFIT PENSION PLAN OF WISCONSIN COMMUNITY SERVICES, INC. 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total income from all sources (including contributions)2019-06-30$711,233
Total loss/gain on sale of assets2019-06-30$0
Total of all expenses incurred2019-06-30$265,066
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$250,097
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$300,000
Value of total assets at end of year2019-06-30$8,531,244
Value of total assets at beginning of year2019-06-30$8,085,077
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$14,969
Total interest from all sources2019-06-30$242
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Administrative expenses professional fees incurred2019-06-30$11,740
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-06-30$0
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Assets. Other investments not covered elsewhere at end of year2019-06-30$976
Assets. Other investments not covered elsewhere at beginning of year2019-06-30$529,328
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$446,167
Value of net assets at end of year (total assets less liabilities)2019-06-30$8,531,244
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$8,085,077
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Value of interest in pooled separate accounts at end of year2019-06-30$8,305,268
Value of interest in pooled separate accounts at beginning of year2019-06-30$7,379,749
Interest earned on other investments2019-06-30$242
Net investment gain/loss from pooled separate accounts2019-06-30$410,991
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30Yes
Was there a failure to transmit to the plan any participant contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Contributions received in cash from employer2019-06-30$300,000
Employer contributions (assets) at end of year2019-06-30$225,000
Employer contributions (assets) at beginning of year2019-06-30$176,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$250,097
Contract administrator fees2019-06-30$3,229
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30Yes
Opinion of an independent qualified public accountant for this plan2019-06-30Disclaimer
Accountancy firm name2019-06-30WIPFLI LLP
Accountancy firm EIN2019-06-30390758449
2018 : DEFINED BENEFIT PENSION PLAN OF WISCONSIN COMMUNITY SERVICES, INC. 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total income from all sources (including contributions)2018-06-30$785,766
Total loss/gain on sale of assets2018-06-30$0
Total of all expenses incurred2018-06-30$578,534
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$560,327
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$251,000
Value of total assets at end of year2018-06-30$8,085,077
Value of total assets at beginning of year2018-06-30$7,877,845
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$18,207
Total interest from all sources2018-06-30$5,761
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-06-30$0
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$207,232
Value of net assets at end of year (total assets less liabilities)2018-06-30$8,085,077
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$7,877,845
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Value of interest in pooled separate accounts at end of year2018-06-30$7,379,749
Value of interest in pooled separate accounts at beginning of year2018-06-30$7,450,744
Interest earned on other investments2018-06-30$5,761
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-06-30$529,328
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-06-30$307,601
Net investment gain/loss from pooled separate accounts2018-06-30$529,005
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30Yes
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Contributions received in cash from employer2018-06-30$251,000
Employer contributions (assets) at end of year2018-06-30$176,000
Employer contributions (assets) at beginning of year2018-06-30$119,500
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$560,327
Contract administrator fees2018-06-30$18,207
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30Yes
Opinion of an independent qualified public accountant for this plan2018-06-30Disclaimer
Accountancy firm name2018-06-30WIPFLI LLP
Accountancy firm EIN2018-06-30390758449
2017 : DEFINED BENEFIT PENSION PLAN OF WISCONSIN COMMUNITY SERVICES, INC. 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total income from all sources (including contributions)2017-06-30$946,132
Total loss/gain on sale of assets2017-06-30$0
Total of all expenses incurred2017-06-30$847,644
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$819,895
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$178,000
Value of total assets at end of year2017-06-30$7,877,845
Value of total assets at beginning of year2017-06-30$7,779,357
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$27,749
Total interest from all sources2017-06-30$4,310
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$500,000
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$98,488
Value of net assets at end of year (total assets less liabilities)2017-06-30$7,877,845
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$7,779,357
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Investment advisory and management fees2017-06-30$2,859
Value of interest in pooled separate accounts at end of year2017-06-30$7,450,744
Value of interest in pooled separate accounts at beginning of year2017-06-30$7,186,922
Interest earned on other investments2017-06-30$4,310
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-06-30$307,601
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-06-30$424,435
Net investment gain/loss from pooled separate accounts2017-06-30$763,822
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30Yes
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$178,000
Employer contributions (assets) at end of year2017-06-30$119,500
Employer contributions (assets) at beginning of year2017-06-30$168,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$819,895
Contract administrator fees2017-06-30$24,890
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30Yes
Opinion of an independent qualified public accountant for this plan2017-06-30Disclaimer
Accountancy firm name2017-06-30WIPFLI LLP
Accountancy firm EIN2017-06-30390758449
2016 : DEFINED BENEFIT PENSION PLAN OF WISCONSIN COMMUNITY SERVICES, INC. 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total income from all sources (including contributions)2016-06-30$387,168
Total loss/gain on sale of assets2016-06-30$0
Total of all expenses incurred2016-06-30$495,795
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$472,975
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$222,000
Value of total assets at end of year2016-06-30$7,779,357
Value of total assets at beginning of year2016-06-30$7,887,984
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$22,820
Total interest from all sources2016-06-30$7,532
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Administrative expenses professional fees incurred2016-06-30$22,820
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-06-30$0
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$-108,627
Value of net assets at end of year (total assets less liabilities)2016-06-30$7,779,357
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$7,887,984
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Value of interest in pooled separate accounts at end of year2016-06-30$7,186,922
Value of interest in pooled separate accounts at beginning of year2016-06-30$7,029,286
Interest earned on other investments2016-06-30$7,532
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-06-30$424,435
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-06-30$708,698
Net investment gain/loss from pooled separate accounts2016-06-30$157,636
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30Yes
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$222,000
Employer contributions (assets) at end of year2016-06-30$168,000
Employer contributions (assets) at beginning of year2016-06-30$150,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$472,975
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30Yes
Opinion of an independent qualified public accountant for this plan2016-06-30Disclaimer
Accountancy firm name2016-06-30WIPFLI LLP
Accountancy firm EIN2016-06-30390758449
2015 : DEFINED BENEFIT PENSION PLAN OF WISCONSIN COMMUNITY SERVICES, INC. 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total income from all sources (including contributions)2015-06-30$743,179
Total loss/gain on sale of assets2015-06-30$0
Total of all expenses incurred2015-06-30$271,092
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$253,840
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$450,000
Value of total assets at end of year2015-06-30$7,887,984
Value of total assets at beginning of year2015-06-30$7,415,897
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$17,252
Total interest from all sources2015-06-30$3,478
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Administrative expenses professional fees incurred2015-06-30$17,252
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-06-30$0
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$472,087
Value of net assets at end of year (total assets less liabilities)2015-06-30$7,887,984
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$7,415,897
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Value of interest in pooled separate accounts at end of year2015-06-30$7,029,286
Value of interest in pooled separate accounts at beginning of year2015-06-30$7,239,585
Interest earned on other investments2015-06-30$3,478
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-06-30$708,698
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-06-30$176,312
Net investment gain/loss from pooled separate accounts2015-06-30$289,701
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30Yes
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$450,000
Employer contributions (assets) at end of year2015-06-30$150,000
Employer contributions (assets) at beginning of year2015-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$253,840
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30Yes
Opinion of an independent qualified public accountant for this plan2015-06-30Disclaimer
Accountancy firm name2015-06-30WIPFLI LLP
Accountancy firm EIN2015-06-30390758449
2014 : DEFINED BENEFIT PENSION PLAN OF WISCONSIN COMMUNITY SERVICES, INC. 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total income from all sources (including contributions)2014-06-30$1,092,951
Total loss/gain on sale of assets2014-06-30$0
Total of all expenses incurred2014-06-30$718,968
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$699,988
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$0
Value of total assets at end of year2014-06-30$7,415,897
Value of total assets at beginning of year2014-06-30$7,041,914
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$18,980
Total interest from all sources2014-06-30$3,446
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Administrative expenses professional fees incurred2014-06-30$15,880
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-06-30$0
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Administrative expenses (other) incurred2014-06-30$3,100
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$373,983
Value of net assets at end of year (total assets less liabilities)2014-06-30$7,415,897
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$7,041,914
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Value of interest in pooled separate accounts at end of year2014-06-30$7,239,585
Value of interest in pooled separate accounts at beginning of year2014-06-30$6,550,080
Interest earned on other investments2014-06-30$3,446
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-06-30$176,312
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-06-30$491,834
Net investment gain/loss from pooled separate accounts2014-06-30$1,089,505
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30Yes
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$699,988
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30Yes
Opinion of an independent qualified public accountant for this plan2014-06-30Disclaimer
Accountancy firm name2014-06-30WIPFLI LLP
Accountancy firm EIN2014-06-30390758449
2013 : DEFINED BENEFIT PENSION PLAN OF WISCONSIN COMMUNITY SERVICES, INC. 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total income from all sources (including contributions)2013-06-30$985,985
Total loss/gain on sale of assets2013-06-30$0
Total of all expenses incurred2013-06-30$440,454
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$421,040
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$300,000
Value of total assets at end of year2013-06-30$7,041,914
Value of total assets at beginning of year2013-06-30$6,496,383
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$19,414
Total interest from all sources2013-06-30$6,456
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Administrative expenses professional fees incurred2013-06-30$16,725
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-06-30$0
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Administrative expenses (other) incurred2013-06-30$2,689
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$545,531
Value of net assets at end of year (total assets less liabilities)2013-06-30$7,041,914
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$6,496,383
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Value of interest in pooled separate accounts at end of year2013-06-30$6,550,080
Value of interest in pooled separate accounts at beginning of year2013-06-30$6,160,551
Interest earned on other investments2013-06-30$6,456
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-06-30$491,834
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-06-30$335,832
Net investment gain/loss from pooled separate accounts2013-06-30$679,529
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30Yes
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$300,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$421,040
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30Yes
Opinion of an independent qualified public accountant for this plan2013-06-30Disclaimer
Accountancy firm name2013-06-30WIPFLI LLP
Accountancy firm EIN2013-06-30390758449
2012 : DEFINED BENEFIT PENSION PLAN OF WISCONSIN COMMUNITY SERVICES, INC. 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total income from all sources (including contributions)2012-06-30$384,463
Total loss/gain on sale of assets2012-06-30$0
Total of all expenses incurred2012-06-30$873,664
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$854,123
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$300,000
Value of total assets at end of year2012-06-30$6,496,383
Value of total assets at beginning of year2012-06-30$6,985,584
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$19,541
Total interest from all sources2012-06-30$4,670
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-06-30$0
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Administrative expenses (other) incurred2012-06-30$1,896
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$-489,201
Value of net assets at end of year (total assets less liabilities)2012-06-30$6,496,383
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$6,985,584
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Value of interest in pooled separate accounts at end of year2012-06-30$6,160,551
Value of interest in pooled separate accounts at beginning of year2012-06-30$6,368,216
Interest earned on other investments2012-06-30$4,670
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-06-30$335,832
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-06-30$617,368
Net investment gain/loss from pooled separate accounts2012-06-30$79,793
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30Yes
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$300,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$854,123
Contract administrator fees2012-06-30$17,645
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30Yes
Opinion of an independent qualified public accountant for this plan2012-06-30Disclaimer
Accountancy firm name2012-06-30WIPFLI LLP
Accountancy firm EIN2012-06-30390758449
2011 : DEFINED BENEFIT PENSION PLAN OF WISCONSIN COMMUNITY SERVICES, INC. 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total income from all sources (including contributions)2011-06-30$1,544,854
Total loss/gain on sale of assets2011-06-30$0
Total of all expenses incurred2011-06-30$1,392,455
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$1,373,739
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$300,000
Value of total assets at end of year2011-06-30$6,985,584
Value of total assets at beginning of year2011-06-30$6,833,185
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$18,716
Total interest from all sources2011-06-30$6,560
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-06-30$0
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Administrative expenses (other) incurred2011-06-30$2,016
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$152,399
Value of net assets at end of year (total assets less liabilities)2011-06-30$6,985,584
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$6,833,185
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Value of interest in pooled separate accounts at end of year2011-06-30$6,368,216
Value of interest in pooled separate accounts at beginning of year2011-06-30$6,599,055
Interest earned on other investments2011-06-30$6,560
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-06-30$617,368
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-06-30$234,130
Net investment gain/loss from pooled separate accounts2011-06-30$1,238,294
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30Yes
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$300,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$1,373,739
Contract administrator fees2011-06-30$16,700
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30Yes
Opinion of an independent qualified public accountant for this plan2011-06-30Disclaimer
Accountancy firm name2011-06-30WIPFLI LLP
Accountancy firm EIN2011-06-30390758449
2010 : DEFINED BENEFIT PENSION PLAN OF WISCONSIN COMMUNITY SERVICES, INC. 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-06-30$0

Form 5500 Responses for DEFINED BENEFIT PENSION PLAN OF WISCONSIN COMMUNITY SERVICES, INC.

2021: DEFINED BENEFIT PENSION PLAN OF WISCONSIN COMMUNITY SERVICES, INC. 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Plan funding arrangement – InsuranceYes
2021-07-01Plan benefit arrangement – InsuranceYes
2020: DEFINED BENEFIT PENSION PLAN OF WISCONSIN COMMUNITY SERVICES, INC. 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Plan funding arrangement – InsuranceYes
2020-07-01Plan benefit arrangement – InsuranceYes
2019: DEFINED BENEFIT PENSION PLAN OF WISCONSIN COMMUNITY SERVICES, INC. 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Submission has been amendedNo
2019-07-01This submission is the final filingNo
2019-07-01This return/report is a short plan year return/report (less than 12 months)No
2019-07-01Plan is a collectively bargained planNo
2019-07-01Plan funding arrangement – InsuranceYes
2019-07-01Plan benefit arrangement – InsuranceYes
2018: DEFINED BENEFIT PENSION PLAN OF WISCONSIN COMMUNITY SERVICES, INC. 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Submission has been amendedNo
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planNo
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan benefit arrangement – InsuranceYes
2017: DEFINED BENEFIT PENSION PLAN OF WISCONSIN COMMUNITY SERVICES, INC. 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Submission has been amendedNo
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planNo
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan benefit arrangement – InsuranceYes
2016: DEFINED BENEFIT PENSION PLAN OF WISCONSIN COMMUNITY SERVICES, INC. 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan benefit arrangement – InsuranceYes
2015: DEFINED BENEFIT PENSION PLAN OF WISCONSIN COMMUNITY SERVICES, INC. 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan benefit arrangement – InsuranceYes
2014: DEFINED BENEFIT PENSION PLAN OF WISCONSIN COMMUNITY SERVICES, INC. 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan benefit arrangement – InsuranceYes
2013: DEFINED BENEFIT PENSION PLAN OF WISCONSIN COMMUNITY SERVICES, INC. 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan benefit arrangement – InsuranceYes
2012: DEFINED BENEFIT PENSION PLAN OF WISCONSIN COMMUNITY SERVICES, INC. 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedYes
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan benefit arrangement – InsuranceYes
2011: DEFINED BENEFIT PENSION PLAN OF WISCONSIN COMMUNITY SERVICES, INC. 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan benefit arrangement – InsuranceYes
2009: DEFINED BENEFIT PENSION PLAN OF WISCONSIN COMMUNITY SERVICES, INC. 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedNo
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – InsuranceYes
2009-07-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number053690-H
Policy instance 1
Insurance contract or identification number053690-H
Number of Individuals Covered179
Insurance policy start date2021-07-02
Insurance policy end date2022-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $821
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees821
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number053690-H
Policy instance 1
Insurance contract or identification number053690-H
Number of Individuals Covered193
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $821
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
Commission paid to Insurance BrokerUSD $821
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number053690-H
Policy instance 1
Insurance contract or identification number053690-H
Number of Individuals Covered189
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $809
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
Amount paid for insurance broker fees809
Additional information about fees paid to insurance brokerCOMPENSATION
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number053690-H
Policy instance 1
Insurance contract or identification number053690-H
Number of Individuals Covered197
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $507
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
Amount paid for insurance broker fees507
Additional information about fees paid to insurance brokerCOMPENSATION
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number053690-H
Policy instance 1
Insurance contract or identification number053690-H
Number of Individuals Covered202
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $760
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