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HOMEWARD BOUND, INC. 403(B) RETIREMENT SAVINGS PLAN 401k Plan overview

Plan NameHOMEWARD BOUND, INC. 403(B) RETIREMENT SAVINGS PLAN
Plan identification number 001

HOMEWARD BOUND, INC. 403(B) RETIREMENT SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

HOMEWARD BOUND, INC. has sponsored the creation of one or more 401k plans.

Company Name:HOMEWARD BOUND, INC.
Employer identification number (EIN):411223085
NAIC Classification:623000
NAIC Description: Nursing and Residential Care Facilities

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HOMEWARD BOUND, INC. 403(B) RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01DEB VOIGT
0012016-01-01DEB VOIGT
0012015-01-01DEB VOIGT
0012014-01-01DEB VOIGT
0012013-01-01DEB VOIGT
0012012-01-01DEB VOIGT
0012011-01-01DEB VOIGT
0012009-01-01DEB VOIGT

Plan Statistics for HOMEWARD BOUND, INC. 403(B) RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for HOMEWARD BOUND, INC. 403(B) RETIREMENT SAVINGS PLAN

Measure Date Value
2022: HOMEWARD BOUND, INC. 403(B) RETIREMENT SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01463
Total number of active participants reported on line 7a of the Form 55002022-01-01279
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01155
Total of all active and inactive participants2022-01-01434
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01434
Number of participants with account balances2022-01-01418
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: HOMEWARD BOUND, INC. 403(B) RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01470
Total number of active participants reported on line 7a of the Form 55002021-01-01302
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01160
Total of all active and inactive participants2021-01-01462
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01462
Number of participants with account balances2021-01-01437
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: HOMEWARD BOUND, INC. 403(B) RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01365
Total number of active participants reported on line 7a of the Form 55002020-01-01321
Number of retired or separated participants receiving benefits2020-01-011
Number of other retired or separated participants entitled to future benefits2020-01-0161
Total of all active and inactive participants2020-01-01383
Total participants2020-01-01383
Number of participants with account balances2020-01-01344
2019: HOMEWARD BOUND, INC. 403(B) RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01343
Total number of active participants reported on line 7a of the Form 55002019-01-01314
Number of retired or separated participants receiving benefits2019-01-011
Number of other retired or separated participants entitled to future benefits2019-01-0150
Total of all active and inactive participants2019-01-01365
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01365
Number of participants with account balances2019-01-01328
2018: HOMEWARD BOUND, INC. 403(B) RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01345
Total number of active participants reported on line 7a of the Form 55002018-01-01291
Number of retired or separated participants receiving benefits2018-01-011
Number of other retired or separated participants entitled to future benefits2018-01-0151
Total of all active and inactive participants2018-01-01343
Total participants2018-01-01343
Number of participants with account balances2018-01-01290
2017: HOMEWARD BOUND, INC. 403(B) RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01358
Total number of active participants reported on line 7a of the Form 55002017-01-01286
Number of retired or separated participants receiving benefits2017-01-011
Number of other retired or separated participants entitled to future benefits2017-01-0158
Total of all active and inactive participants2017-01-01345
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01345
Number of participants with account balances2017-01-01286
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: HOMEWARD BOUND, INC. 403(B) RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01352
Total number of active participants reported on line 7a of the Form 55002016-01-01318
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0140
Total of all active and inactive participants2016-01-01358
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01358
Number of participants with account balances2016-01-01287
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: HOMEWARD BOUND, INC. 403(B) RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01317
Total number of active participants reported on line 7a of the Form 55002015-01-01323
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0129
Total of all active and inactive participants2015-01-01352
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01352
Number of participants with account balances2015-01-01255
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: HOMEWARD BOUND, INC. 403(B) RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01316
Total number of active participants reported on line 7a of the Form 55002014-01-01287
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0130
Total of all active and inactive participants2014-01-01317
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01317
Number of participants with account balances2014-01-01219
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: HOMEWARD BOUND, INC. 403(B) RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01301
Total number of active participants reported on line 7a of the Form 55002013-01-01293
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0123
Total of all active and inactive participants2013-01-01316
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01316
Number of participants with account balances2013-01-01200
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: HOMEWARD BOUND, INC. 403(B) RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01221
Total number of active participants reported on line 7a of the Form 55002012-01-01296
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-015
Total of all active and inactive participants2012-01-01301
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01301
Number of participants with account balances2012-01-01130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: HOMEWARD BOUND, INC. 403(B) RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01301
Total number of active participants reported on line 7a of the Form 55002011-01-01285
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0112
Total of all active and inactive participants2011-01-01297
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01297
Number of participants with account balances2011-01-01221
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: HOMEWARD BOUND, INC. 403(B) RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01277
Total number of active participants reported on line 7a of the Form 55002009-01-01283
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0112
Total of all active and inactive participants2009-01-01295
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01295
Number of participants with account balances2009-01-01206
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on HOMEWARD BOUND, INC. 403(B) RETIREMENT SAVINGS PLAN

Measure Date Value
2022 : HOMEWARD BOUND, INC. 403(B) RETIREMENT SAVINGS PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$5,762
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$6,734
Total income from all sources (including contributions)2022-12-31$-260,814
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,221,150
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,142,597
Expenses. Certain deemed distributions of participant loans2022-12-31$1,035
Value of total corrective distributions2022-12-31$1,776
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,019,258
Value of total assets at end of year2022-12-31$9,755,945
Value of total assets at beginning of year2022-12-31$11,238,881
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$75,742
Total interest from all sources2022-12-31$13,670
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Administrative expenses professional fees incurred2022-12-31$75,742
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$678,644
Participant contributions at end of year2022-12-31$279,508
Participant contributions at beginning of year2022-12-31$284,088
Participant contributions at end of year2022-12-31$3,435
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$60,698
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$5,762
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$6,734
Other income not declared elsewhere2022-12-31$5,012
Administrative expenses (other) incurred2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,481,964
Value of net assets at end of year (total assets less liabilities)2022-12-31$9,750,183
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$11,232,147
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$6,526,082
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$7,973,026
Interest on participant loans2022-12-31$13,670
Interest earned on other investments2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$2,944,063
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$2,981,767
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,298,754
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$279,916
Employer contributions (assets) at end of year2022-12-31$2,857
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,142,597
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2022-12-31410746749
2021 : HOMEWARD BOUND, INC. 403(B) RETIREMENT SAVINGS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$6,734
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$2,166,852
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$647,478
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$600,894
Expenses. Certain deemed distributions of participant loans2021-12-31$302
Value of total corrective distributions2021-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,115,032
Value of total assets at end of year2021-12-31$11,238,881
Value of total assets at beginning of year2021-12-31$9,712,773
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$46,282
Total interest from all sources2021-12-31$11,247
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$388,747
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$388,747
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$625,767
Participant contributions at end of year2021-12-31$284,088
Participant contributions at beginning of year2021-12-31$256,221
Participant contributions at beginning of year2021-12-31$21,329
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$237,895
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$6,734
Other income not declared elsewhere2021-12-31$312,489
Administrative expenses (other) incurred2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$1,519,374
Value of net assets at end of year (total assets less liabilities)2021-12-31$11,232,147
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$9,712,773
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$7,973,026
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$6,781,938
Interest on participant loans2021-12-31$11,247
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$2,981,767
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$2,643,983
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$339,337
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$251,370
Employer contributions (assets) at beginning of year2021-12-31$9,302
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$600,894
Contract administrator fees2021-12-31$46,282
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31Yes
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2021-12-31410746749
2020 : HOMEWARD BOUND, INC. 403(B) RETIREMENT SAVINGS PLAN 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$1,765,621
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$658,348
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$593,997
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$778,944
Value of total assets at end of year2020-12-31$9,712,773
Value of total assets at beginning of year2020-12-31$8,605,500
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$64,351
Total interest from all sources2020-12-31$115,847
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$187,104
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$187,104
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
Contributions received from participants2020-12-31$221,474
Participant contributions at end of year2020-12-31$256,221
Participant contributions at beginning of year2020-12-31$184,310
Participant contributions at end of year2020-12-31$21,329
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$529,998
Administrative expenses (other) incurred2020-12-31$4,726
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
Income. Non cash contributions2020-12-31$27,472
Value of net income/loss2020-12-31$1,107,273
Value of net assets at end of year (total assets less liabilities)2020-12-31$9,712,773
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$8,605,500
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
Investment advisory and management fees2020-12-31$30,770
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$6,781,938
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$4,760,138
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$1,062,836
Interest on participant loans2020-12-31$13,606
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$102,241
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$2,643,983
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$2,598,216
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$505,785
Net investment gain/loss from pooled separate accounts2020-12-31$177,941
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
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
Employer contributions (assets) at end of year2020-12-31$9,302
Employer contributions (assets) at beginning of year2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$593,997
Contract administrator fees2020-12-31$28,855
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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 plan2020-12-31Disclaimer
Accountancy firm name2020-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2020-12-31410746749
2019 : HOMEWARD BOUND, INC. 403(B) RETIREMENT SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
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$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
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$1,828,077
Total income from all sources (including contributions)2019-12-31$1,828,077
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$769,190
Total of all expenses incurred2019-12-31$769,190
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$687,806
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$687,806
Expenses. Certain deemed distributions of participant loans2019-12-31$23,047
Expenses. Certain deemed distributions of participant loans2019-12-31$23,047
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$663,838
Value of total assets at end of year2019-12-31$8,605,500
Value of total assets at end of year2019-12-31$8,605,500
Value of total assets at beginning of year2019-12-31$7,546,613
Value of total assets at beginning of year2019-12-31$7,546,613
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$58,337
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$58,337
Total interest from all sources2019-12-31$110,093
Total interest from all sources2019-12-31$110,093
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$146,476
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$146,476
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$146,476
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$146,476
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
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
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$437,289
Participant contributions at end of year2019-12-31$184,310
Participant contributions at end of year2019-12-31$184,310
Participant contributions at beginning of year2019-12-31$42,371
Participant contributions at beginning of year2019-12-31$42,371
Participant contributions at end of year2019-12-31$0
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$46,252
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$46,252
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$1,058,887
Value of net income/loss2019-12-31$1,058,887
Value of net assets at end of year (total assets less liabilities)2019-12-31$8,605,500
Value of net assets at end of year (total assets less liabilities)2019-12-31$8,605,500
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$7,546,613
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$7,546,613
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
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 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
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$4,760,138
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$4,760,138
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$3,780,997
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$3,780,997
Value of interest in pooled separate accounts at end of year2019-12-31$1,062,836
Value of interest in pooled separate accounts at end of year2019-12-31$1,062,836
Value of interest in pooled separate accounts at beginning of year2019-12-31$1,113,947
Value of interest in pooled separate accounts at beginning of year2019-12-31$1,113,947
Interest on participant loans2019-12-31$7,837
Interest on participant loans2019-12-31$7,837
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$102,256
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$102,256
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$2,598,216
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$2,598,216
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$2,609,298
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$2,609,298
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$657,280
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$657,280
Net investment gain/loss from pooled separate accounts2019-12-31$250,390
Net investment gain/loss from pooled separate accounts2019-12-31$250,390
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$180,297
Contributions received in cash from employer2019-12-31$180,297
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$687,806
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$687,806
Contract administrator fees2019-12-31$58,337
Contract administrator fees2019-12-31$58,337
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
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
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
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31CLIFTONLARSONALLEN LLP
Accountancy firm name2019-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2019-12-31410746749
Accountancy firm EIN2019-12-31410746749
2018 : HOMEWARD BOUND, INC. 403(B) RETIREMENT SAVINGS PLAN 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$424,884
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$506,338
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$436,025
Expenses. Certain deemed distributions of participant loans2018-12-31$17,999
Value of total corrective distributions2018-12-31$300
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$632,136
Value of total assets at end of year2018-12-31$7,546,613
Value of total assets at beginning of year2018-12-31$7,628,067
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$52,014
Total interest from all sources2018-12-31$101,771
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$148,635
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$148,635
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
Contributions received from participants2018-12-31$389,408
Participant contributions at end of year2018-12-31$42,371
Participant contributions at beginning of year2018-12-31$51,657
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$69,060
Administrative expenses (other) incurred2018-12-31$2,062
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-81,454
Value of net assets at end of year (total assets less liabilities)2018-12-31$7,546,613
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$7,628,067
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
Investment advisory and management fees2018-12-31$25,089
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$3,780,997
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$3,636,651
Value of interest in pooled separate accounts at end of year2018-12-31$1,113,947
Value of interest in pooled separate accounts at beginning of year2018-12-31$1,308,825
Interest on participant loans2018-12-31$498
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$101,273
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$2,609,298
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$2,630,934
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-355,057
Net investment gain/loss from pooled separate accounts2018-12-31$-102,601
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
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$173,668
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$436,025
Contract administrator fees2018-12-31$24,863
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 name2018-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2018-12-31410746749
2017 : HOMEWARD BOUND, INC. 403(B) RETIREMENT SAVINGS PLAN 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$1,336,168
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$394,831
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$298,757
Expenses. Certain deemed distributions of participant loans2017-12-31$45,678
Value of total corrective distributions2017-12-31$636
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$533,684
Value of total assets at end of year2017-12-31$7,628,067
Value of total assets at beginning of year2017-12-31$6,686,730
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$49,760
Total interest from all sources2017-12-31$101,960
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$115,585
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$115,585
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
Contributions received from participants2017-12-31$363,341
Participant contributions at end of year2017-12-31$51,657
Participant contributions at beginning of year2017-12-31$90,886
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$9,554
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$0
Administrative expenses (other) incurred2017-12-31$1,184
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$941,337
Value of net assets at end of year (total assets less liabilities)2017-12-31$7,628,067
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$6,686,730
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$22,085
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$4,945,476
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$4,039,631
Interest on participant loans2017-12-31$1,811
Interest earned on other investments2017-12-31$100,149
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$2,630,934
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$2,556,213
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$377,972
Net investment gain/loss from pooled separate accounts2017-12-31$206,967
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
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
Contributions received in cash from employer2017-12-31$160,789
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$298,757
Contract administrator fees2017-12-31$26,491
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 name2017-12-31CLIFTON LARSON ALLEN LLP
Accountancy firm EIN2017-12-31410746749
2016 : HOMEWARD BOUND, INC. 403(B) RETIREMENT SAVINGS PLAN 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$917,602
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$701,453
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$648,492
Expenses. Certain deemed distributions of participant loans2016-12-31$8,032
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$501,087
Value of total assets at end of year2016-12-31$6,686,730
Value of total assets at beginning of year2016-12-31$6,470,581
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$44,929
Total interest from all sources2016-12-31$97,348
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$89,681
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$89,681
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
Contributions received from participants2016-12-31$342,200
Participant contributions at end of year2016-12-31$90,886
Participant contributions at beginning of year2016-12-31$111,276
Administrative expenses (other) incurred2016-12-31$300
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$216,149
Value of net assets at end of year (total assets less liabilities)2016-12-31$6,686,730
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$6,470,581
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
Investment advisory and management fees2016-12-31$18,239
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$4,039,631
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$3,839,994
Interest on participant loans2016-12-31$3,122
Interest earned on other investments2016-12-31$94,226
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$2,556,213
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$2,519,311
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$111,282
Net investment gain/loss from pooled separate accounts2016-12-31$118,204
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
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
Contributions received in cash from employer2016-12-31$158,887
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$648,492
Contract administrator fees2016-12-31$26,390
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 name2016-12-31CLIFTON LARSON ALLEN LLP
Accountancy firm EIN2016-12-31410746749
2015 : HOMEWARD BOUND, INC. 403(B) RETIREMENT SAVINGS PLAN 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$525,734
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$199,232
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$158,559
Expenses. Certain deemed distributions of participant loans2015-12-31$1,389
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$476,468
Value of total assets at end of year2015-12-31$6,470,581
Value of total assets at beginning of year2015-12-31$6,144,079
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$39,284
Total interest from all sources2015-12-31$97,189
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$115,031
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$115,031
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
Contributions received from participants2015-12-31$324,459
Participant contributions at end of year2015-12-31$111,276
Participant contributions at beginning of year2015-12-31$57,585
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$396
Administrative expenses (other) incurred2015-12-31$258
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$326,502
Value of net assets at end of year (total assets less liabilities)2015-12-31$6,470,581
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$6,144,079
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
Investment advisory and management fees2015-12-31$15,663
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$3,839,994
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$3,639,460
Value of interest in pooled separate accounts at end of year2015-12-31$0
Value of interest in pooled separate accounts at beginning of year2015-12-31$0
Interest on participant loans2015-12-31$2,264
Interest earned on other investments2015-12-31$94,925
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$2,519,311
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$2,447,034
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-133,050
Net investment gain/loss from pooled separate accounts2015-12-31$-29,904
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
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
Contributions received in cash from employer2015-12-31$151,613
Employer contributions (assets) at end of year2015-12-31$0
Employer contributions (assets) at beginning of year2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$158,559
Contract administrator fees2015-12-31$23,363
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 name2015-12-31CLIFTON LARSON ALLEN LLP
Accountancy firm EIN2015-12-31410746749
2014 : HOMEWARD BOUND, INC. 403(B) RETIREMENT SAVINGS PLAN 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$733,659
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$362,372
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$328,104
Expenses. Certain deemed distributions of participant loans2014-12-31$4,810
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$426,791
Value of total assets at end of year2014-12-31$6,144,079
Value of total assets at beginning of year2014-12-31$5,772,792
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$29,458
Total interest from all sources2014-12-31$96,831
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$58,614
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$58,614
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
Contributions received from participants2014-12-31$288,010
Participant contributions at end of year2014-12-31$57,585
Participant contributions at beginning of year2014-12-31$60,573
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$0
Administrative expenses (other) incurred2014-12-31$1,019
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$371,287
Value of net assets at end of year (total assets less liabilities)2014-12-31$6,144,079
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$5,772,792
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
Investment advisory and management fees2014-12-31$8,704
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$3,639,460
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$1,595,441
Value of interest in pooled separate accounts at end of year2014-12-31$0
Value of interest in pooled separate accounts at beginning of year2014-12-31$1,582,696
Interest on participant loans2014-12-31$2,024
Interest earned on other investments2014-12-31$94,807
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$2,447,034
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$2,534,082
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$151,423
Net investment gain/loss from pooled separate accounts2014-12-31$0
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$138,781
Employer contributions (assets) at end of year2014-12-31$0
Employer contributions (assets) at beginning of year2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$328,104
Contract administrator fees2014-12-31$19,735
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 name2014-12-31CLIFTON LARSON ALLEN LLP
Accountancy firm EIN2014-12-31410746749
2013 : HOMEWARD BOUND, INC. 403(B) RETIREMENT SAVINGS PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets to this plan2013-12-31$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$1,045,471
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$363,430
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$313,353
Expenses. Certain deemed distributions of participant loans2013-12-31$12,518
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$402,384
Value of total assets at end of year2013-12-31$5,772,792
Value of total assets at beginning of year2013-12-31$5,090,751
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$37,559
Total interest from all sources2013-12-31$97,733
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$38,079
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$38,079
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
Contributions received from participants2013-12-31$269,049
Participant contributions at end of year2013-12-31$60,573
Participant contributions at beginning of year2013-12-31$29,265
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$10,754
Administrative expenses (other) incurred2013-12-31$965
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$682,041
Value of net assets at end of year (total assets less liabilities)2013-12-31$5,772,792
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$5,090,751
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
Investment advisory and management fees2013-12-31$9,579
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$1,595,441
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$989,969
Value of interest in pooled separate accounts at end of year2013-12-31$1,582,696
Value of interest in pooled separate accounts at beginning of year2013-12-31$1,506,472
Interest on participant loans2013-12-31$1,428
Interest earned on other investments2013-12-31$96,305
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$2,534,082
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$2,548,920
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$181,665
Net investment gain/loss from pooled separate accounts2013-12-31$325,610
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$133,335
Employer contributions (assets) at end of year2013-12-31$0
Employer contributions (assets) at beginning of year2013-12-31$5,371
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$313,353
Contract administrator fees2013-12-31$27,015
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 name2013-12-31CLIFTON LARSON ALLEN LLP
Accountancy firm EIN2013-12-31410746749
2012 : HOMEWARD BOUND, INC. 403(B) RETIREMENT SAVINGS PLAN 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$788,917
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$289,595
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$266,477
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$404,759
Value of total assets at end of year2012-12-31$5,090,751
Value of total assets at beginning of year2012-12-31$4,591,429
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$23,118
Total interest from all sources2012-12-31$97,472
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$22,394
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$22,394
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$400,000
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
Contributions received from participants2012-12-31$234,512
Participant contributions at end of year2012-12-31$29,265
Participant contributions at beginning of year2012-12-31$0
Participant contributions at end of year2012-12-31$10,754
Participant contributions at beginning of year2012-12-31$8,616
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$44,063
Administrative expenses (other) incurred2012-12-31$299
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$499,322
Value of net assets at end of year (total assets less liabilities)2012-12-31$5,090,751
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$4,591,429
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
Investment advisory and management fees2012-12-31$2,655
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$989,969
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$0
Value of interest in pooled separate accounts at end of year2012-12-31$1,506,472
Value of interest in pooled separate accounts at beginning of year2012-12-31$2,027,358
Interest on participant loans2012-12-31$168
Interest earned on other investments2012-12-31$97,304
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$2,548,920
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$2,550,630
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,309
Net investment gain/loss from pooled separate accounts2012-12-31$262,983
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$126,184
Employer contributions (assets) at end of year2012-12-31$5,371
Employer contributions (assets) at beginning of year2012-12-31$4,825
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$266,477
Contract administrator fees2012-12-31$20,164
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 name2012-12-31CLIFTON LARSON ALLEN LLP
Accountancy firm EIN2012-12-31410746749
2011 : HOMEWARD BOUND, INC. 403(B) RETIREMENT SAVINGS PLAN 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$378,832
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$122,689
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$113,811
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$343,102
Value of total assets at end of year2011-12-31$4,591,429
Value of total assets at beginning of year2011-12-31$4,335,286
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$8,878
Total interest from all sources2011-12-31$94,621
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$400,000
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
Contributions received from participants2011-12-31$220,780
Participant contributions at end of year2011-12-31$8,616
Participant contributions at beginning of year2011-12-31$8,552
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$256,143
Value of net assets at end of year (total assets less liabilities)2011-12-31$4,591,429
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$4,335,286
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$2,027,358
Value of interest in pooled separate accounts at beginning of year2011-12-31$1,948,133
Interest earned on other investments2011-12-31$94,621
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$2,550,630
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$2,373,734
Net investment gain/loss from pooled separate accounts2011-12-31$-58,891
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$122,322
Employer contributions (assets) at end of year2011-12-31$4,825
Employer contributions (assets) at beginning of year2011-12-31$4,867
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$113,811
Contract administrator fees2011-12-31$8,878
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 name2011-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2011-12-31410746749
2010 : HOMEWARD BOUND, INC. 403(B) RETIREMENT SAVINGS PLAN 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$677,178
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$132,688
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$124,272
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$345,823
Value of total assets at end of year2010-12-31$4,335,286
Value of total assets at beginning of year2010-12-31$3,790,796
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$8,416
Total interest from all sources2010-12-31$89,133
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$400,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$217,621
Participant contributions at end of year2010-12-31$8,552
Participant contributions at beginning of year2010-12-31$8,823
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$5,812
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$544,490
Value of net assets at end of year (total assets less liabilities)2010-12-31$4,335,286
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$3,790,796
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$1,948,133
Value of interest in pooled separate accounts at beginning of year2010-12-31$1,540,427
Interest earned on other investments2010-12-31$89,133
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$2,373,734
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$2,236,790
Net investment gain/loss from pooled separate accounts2010-12-31$242,222
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$122,390
Employer contributions (assets) at end of year2010-12-31$4,867
Employer contributions (assets) at beginning of year2010-12-31$4,756
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$124,272
Contract administrator fees2010-12-31$8,416
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 name2010-12-31LARSONALLEN LLP
Accountancy firm EIN2010-12-31410746749
2009 : HOMEWARD BOUND, INC. 403(B) RETIREMENT SAVINGS PLAN 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 HOMEWARD BOUND, INC. 403(B) RETIREMENT SAVINGS PLAN

2022: HOMEWARD BOUND, INC. 403(B) RETIREMENT SAVINGS PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: HOMEWARD BOUND, INC. 403(B) RETIREMENT SAVINGS PLAN 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 filingNo
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: HOMEWARD BOUND, INC. 403(B) RETIREMENT SAVINGS PLAN 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: HOMEWARD BOUND, INC. 403(B) RETIREMENT SAVINGS PLAN 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: HOMEWARD BOUND, INC. 403(B) RETIREMENT SAVINGS PLAN 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: HOMEWARD BOUND, INC. 403(B) RETIREMENT SAVINGS PLAN 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: HOMEWARD BOUND, INC. 403(B) RETIREMENT SAVINGS PLAN 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: HOMEWARD BOUND, INC. 403(B) RETIREMENT SAVINGS PLAN 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: HOMEWARD BOUND, INC. 403(B) RETIREMENT SAVINGS PLAN 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: HOMEWARD BOUND, INC. 403(B) RETIREMENT SAVINGS PLAN 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: HOMEWARD BOUND, INC. 403(B) RETIREMENT SAVINGS PLAN 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: HOMEWARD BOUND, INC. 403(B) RETIREMENT SAVINGS PLAN 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
2009: HOMEWARD BOUND, INC. 403(B) RETIREMENT SAVINGS PLAN 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

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number511497-01
Policy instance 2
Insurance contract or identification number511497-01
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $705
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $705
Insurance broker organization code?3
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number03126
Policy instance 1
Insurance contract or identification number03126
Number of Individuals Covered130
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $310
Total amount of fees paid to insurance companyUSD $0
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $187
Insurance broker organization code?3
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number511497-01
Policy instance 2
Insurance contract or identification number511497-01
Number of Individuals Covered7
Insurance policy start date2021-03-24
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $426
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $426
Insurance broker organization code?3
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number03126
Policy instance 1
Insurance contract or identification number03126
Number of Individuals Covered139
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $387
Total amount of fees paid to insurance companyUSD $0
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $198
Insurance broker organization code?3
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number03126
Policy instance 1
Insurance contract or identification number03126
Number of Individuals Covered141
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
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 Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number03126
Policy instance 1
Insurance contract or identification number03126
Number of Individuals Covered142
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $305
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $160
Insurance broker organization code?3
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number03126
Policy instance 1
Insurance contract or identification number03126
Number of Individuals Covered146
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $356
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $162
Insurance broker organization code?3
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number03126
Policy instance 1
Insurance contract or identification number03126
Number of Individuals Covered152
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $422
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $162
Insurance broker organization code?3
Insurance broker nameJACOB WIRE
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number03126
Policy instance 1
Insurance contract or identification number03126
Number of Individuals Covered169
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $506
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit 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 $327
Insurance broker organization code?3
Insurance broker nameDAVID KOLLER
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number03126
Policy instance 1
Insurance contract or identification number03126
Number of Individuals Covered174
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $1,417
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit 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 $996
Insurance broker organization code?3
Insurance broker nameJEFFREY LEHMAN
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number03126
Policy instance 1
Insurance contract or identification number03126
Number of Individuals Covered181
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $859
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit 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 $749
Insurance broker organization code?3
Insurance broker nameJOSHUA NOKES
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number03126
Policy instance 1
Insurance contract or identification number03126
Number of Individuals Covered191
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $2,101
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit 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 $1,840
Insurance broker organization code?3
Insurance broker nameCAMERON STROBEL
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number03126
Policy instance 1
Insurance contract or identification number03126
Number of Individuals Covered221
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $5,324
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit 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
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number03126
Policy instance 1
Insurance contract or identification number03126
Number of Individuals Covered212
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $5,762
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit 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 $5,270
Insurance broker organization code?3
Insurance broker namePAUL MAYER

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