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403(B) THRIFT PLAN OF TRI-COUNTY COMMUNITY ACTION PROGRAM, INC 401k Plan overview

Plan Name403(B) THRIFT PLAN OF TRI-COUNTY COMMUNITY ACTION PROGRAM, INC
Plan identification number 002

403(B) THRIFT PLAN OF TRI-COUNTY COMMUNITY ACTION PROGRAM, INC Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • 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.

401k Sponsoring company profile

TRI-COUNTY COMMUNITY ACTION PROGRAM , INC has sponsored the creation of one or more 401k plans.

Company Name:TRI-COUNTY COMMUNITY ACTION PROGRAM , INC
Employer identification number (EIN):416050237
NAIC Classification:624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 403(B) THRIFT PLAN OF TRI-COUNTY COMMUNITY ACTION PROGRAM, INC

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022019-01-01
0022018-01-01
0022017-01-01RITA ZILKA RITA ZILKA2018-10-04
0022016-01-01RITA ZILKA RITA ZILKA2017-12-15
0022016-01-01 RITA ZILKA2017-10-03
0022015-01-01RITA ZILKA RITA ZILKA2017-03-28
0022015-01-01RITA ZILKA2016-05-24 RITA ZILKA2016-05-24
0022014-01-01RITA ZILKA2015-04-14 RITA ZILKA2015-04-14
0022013-01-01RITA ZILKA2014-07-28 RITA ZILKA2014-07-28
0022012-01-01RITA ZILKA2013-07-02 RITA ZILKA2013-07-02
0022011-01-01RITA ZILKA2012-05-10 RITA ZILKA2012-05-10
0022010-01-01RITA ZILKA2011-06-29 RITA ZILKA2011-06-29

Plan Statistics for 403(B) THRIFT PLAN OF TRI-COUNTY COMMUNITY ACTION PROGRAM, INC

401k plan membership statisitcs for 403(B) THRIFT PLAN OF TRI-COUNTY COMMUNITY ACTION PROGRAM, INC

Measure Date Value
2022: 403(B) THRIFT PLAN OF TRI-COUNTY COMMUNITY ACTION PROGRAM, INC 2022 401k membership
Total participants, beginning-of-year2022-01-01196
Total number of active participants reported on line 7a of the Form 55002022-01-01135
Number of retired or separated participants receiving benefits2022-01-012
Number of other retired or separated participants entitled to future benefits2022-01-0187
Total of all active and inactive participants2022-01-01224
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01224
Number of participants with account balances2022-01-01199
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: 403(B) THRIFT PLAN OF TRI-COUNTY COMMUNITY ACTION PROGRAM, INC 2021 401k membership
Total participants, beginning-of-year2021-01-01176
Total number of active participants reported on line 7a of the Form 55002021-01-01140
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0156
Total of all active and inactive participants2021-01-01196
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01196
Number of participants with account balances2021-01-01193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: 403(B) THRIFT PLAN OF TRI-COUNTY COMMUNITY ACTION PROGRAM, INC 2020 401k membership
Total participants, beginning-of-year2020-01-01168
Total number of active participants reported on line 7a of the Form 55002020-01-01130
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0146
Total of all active and inactive participants2020-01-01176
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01176
Number of participants with account balances2020-01-01173
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: 403(B) THRIFT PLAN OF TRI-COUNTY COMMUNITY ACTION PROGRAM, INC 2019 401k membership
Total participants, beginning-of-year2019-01-01167
Total number of active participants reported on line 7a of the Form 55002019-01-01127
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0141
Total of all active and inactive participants2019-01-01168
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01168
Number of participants with account balances2019-01-01166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: 403(B) THRIFT PLAN OF TRI-COUNTY COMMUNITY ACTION PROGRAM, INC 2018 401k membership
Total participants, beginning-of-year2018-01-01151
Total number of active participants reported on line 7a of the Form 55002018-01-01130
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0137
Total of all active and inactive participants2018-01-01167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01167
Number of participants with account balances2018-01-01165
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: 403(B) THRIFT PLAN OF TRI-COUNTY COMMUNITY ACTION PROGRAM, INC 2017 401k membership
Total participants, beginning-of-year2017-01-01162
Total number of active participants reported on line 7a of the Form 55002017-01-01120
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0131
Total of all active and inactive participants2017-01-01151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01151
Number of participants with account balances2017-01-01144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: 403(B) THRIFT PLAN OF TRI-COUNTY COMMUNITY ACTION PROGRAM, INC 2016 401k membership
Total participants, beginning-of-year2016-01-01137
Total number of active participants reported on line 7a of the Form 55002016-01-01119
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0143
Total of all active and inactive participants2016-01-01162
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01162
Number of participants with account balances2016-01-01158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-019
2015: 403(B) THRIFT PLAN OF TRI-COUNTY COMMUNITY ACTION PROGRAM, INC 2015 401k membership
Total participants, beginning-of-year2015-01-01110
Total number of active participants reported on line 7a of the Form 55002015-01-0197
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0140
Total of all active and inactive participants2015-01-01137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0112

Financial Data on 403(B) THRIFT PLAN OF TRI-COUNTY COMMUNITY ACTION PROGRAM, INC

Measure Date Value
2022 : 403(B) THRIFT PLAN OF TRI-COUNTY COMMUNITY ACTION PROGRAM, INC 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-142,719
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$442,443
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$441,379
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$446,038
Value of total assets at end of year2022-12-31$4,033,424
Value of total assets at beginning of year2022-12-31$4,618,586
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$1,064
Total interest from all sources2022-12-31$0
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
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$246,265
Participant contributions at end of year2022-12-31$18,624
Participant contributions at beginning of year2022-12-31$8,638
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$1,216
Other income not declared elsewhere2022-12-31$0
Administrative expenses (other) incurred2022-12-31$1,064
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-585,162
Value of net assets at end of year (total assets less liabilities)2022-12-31$4,033,424
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$4,618,586
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 pooled separate accounts at end of year2022-12-31$2,521,139
Value of interest in pooled separate accounts at beginning of year2022-12-31$3,051,376
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$1,485,669
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$1,551,025
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$0
Net investment gain/loss from pooled separate accounts2022-12-31$-588,757
Net investment gain or loss from common/collective trusts2022-12-31$0
Net gain/loss from 103.12 investment entities2022-12-31$0
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$198,557
Employer contributions (assets) at end of year2022-12-31$7,992
Employer contributions (assets) at beginning of year2022-12-31$7,547
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$441,379
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 name2022-12-31ABDO
Accountancy firm EIN2022-12-31411397419
2021 : 403(B) THRIFT PLAN OF TRI-COUNTY COMMUNITY ACTION PROGRAM, INC 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$0
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$1,034,786
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$250,320
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$248,670
Expenses. Certain deemed distributions of participant loans2021-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$531,937
Value of total assets at end of year2021-12-31$4,618,586
Value of total assets at beginning of year2021-12-31$3,834,120
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$1,650
Total interest from all sources2021-12-31$14,604
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
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 period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$216,222
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$0
Participant contributions at end of year2021-12-31$8,638
Participant contributions at beginning of year2021-12-31$7,974
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$132,219
Other income not declared elsewhere2021-12-31$0
Administrative expenses (other) incurred2021-12-31$1,650
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$784,466
Value of net assets at end of year (total assets less liabilities)2021-12-31$4,618,586
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$3,834,120
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$3,051,376
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$2,532,916
Interest on participant loans2021-12-31$0
Interest earned on other investments2021-12-31$14,604
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$1,551,025
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$1,286,215
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$0
Net investment gain/loss from pooled separate accounts2021-12-31$488,245
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$183,496
Employer contributions (assets) at end of year2021-12-31$7,547
Employer contributions (assets) at beginning of year2021-12-31$7,015
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$248,670
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 name2021-12-31ABDO
Accountancy firm EIN2021-12-31411397419
2020 : 403(B) THRIFT PLAN OF TRI-COUNTY COMMUNITY ACTION PROGRAM, INC 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$765,489
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$206,591
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$204,892
Expenses. Certain deemed distributions of participant loans2020-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$370,809
Value of total assets at end of year2020-12-31$3,834,120
Value of total assets at beginning of year2020-12-31$3,275,222
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$1,699
Total interest from all sources2020-12-31$13,070
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
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$195,902
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$0
Participant contributions at end of year2020-12-31$7,974
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$4,662
Other income not declared elsewhere2020-12-31$0
Administrative expenses (other) incurred2020-12-31$1,699
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$558,898
Value of net assets at end of year (total assets less liabilities)2020-12-31$3,834,120
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$3,275,222
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$2,445,242
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$2,061,876
Interest on participant loans2020-12-31$0
Interest earned on other investments2020-12-31$13,070
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$1,373,889
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$1,213,346
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Net investment gain/loss from pooled separate accounts2020-12-31$381,610
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
Contributions received in cash from employer2020-12-31$170,245
Employer contributions (assets) at end of year2020-12-31$7,015
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$204,892
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 name2020-12-31ABDO, EICK & MEYERS, LLP
Accountancy firm EIN2020-12-31411397419
2019 : 403(B) THRIFT PLAN OF TRI-COUNTY COMMUNITY ACTION PROGRAM, INC 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$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 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$796,737
Total income from all sources (including contributions)2019-12-31$796,737
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$259,474
Total of all expenses incurred2019-12-31$259,474
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$257,757
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$257,757
Expenses. Certain deemed distributions of participant loans2019-12-31$0
Expenses. Certain deemed distributions of participant loans2019-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$353,903
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$353,903
Value of total assets at end of year2019-12-31$3,275,222
Value of total assets at end of year2019-12-31$3,275,222
Value of total assets at beginning of year2019-12-31$2,737,959
Value of total assets at beginning of year2019-12-31$2,737,959
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$1,717
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$1,717
Total interest from all sources2019-12-31$19,913
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
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$1,000,000
Value of fidelity bond cover2019-12-31$1,000,000
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$189,423
Contributions received from participants2019-12-31$189,423
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$100
Other income not declared elsewhere2019-12-31$0
Other income not declared elsewhere2019-12-31$0
Administrative expenses (other) incurred2019-12-31$1,717
Administrative expenses (other) incurred2019-12-31$1,717
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
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$537,263
Value of net income/loss2019-12-31$537,263
Value of net assets at end of year (total assets less liabilities)2019-12-31$3,275,222
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$2,737,959
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$2,737,959
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$2,061,876
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$1,653,239
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$1,653,239
Interest on participant loans2019-12-31$0
Interest on participant loans2019-12-31$0
Interest earned on other investments2019-12-31$19,913
Interest earned on other investments2019-12-31$19,913
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,213,346
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,213,346
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,084,720
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,084,720
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Net investment gain/loss from pooled separate accounts2019-12-31$422,921
Net investment gain/loss from pooled separate accounts2019-12-31$422,921
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$164,380
Contributions received in cash from employer2019-12-31$164,380
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$257,757
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$257,757
Did the plan have assets held for investment2019-12-31Yes
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 name2019-12-31ABDO, EICK & MEYERS, LLP
Accountancy firm name2019-12-31ABDO, EICK & MEYERS, LLP
Accountancy firm EIN2019-12-31411397419
Accountancy firm EIN2019-12-31411397419
2018 : 403(B) THRIFT PLAN OF TRI-COUNTY COMMUNITY ACTION PROGRAM, INC 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$216,529
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$125,154
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$123,501
Expenses. Certain deemed distributions of participant loans2018-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$338,108
Value of total assets at end of year2018-12-31$2,737,959
Value of total assets at beginning of year2018-12-31$2,646,584
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$1,653
Total interest from all sources2018-12-31$10,503
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
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$173,718
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$1,451
Other income not declared elsewhere2018-12-31$0
Administrative expenses (other) incurred2018-12-31$1,653
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$91,375
Value of net assets at end of year (total assets less liabilities)2018-12-31$2,737,959
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$2,646,584
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$1,653,239
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$1,589,550
Interest on participant loans2018-12-31$0
Interest earned on other investments2018-12-31$10,503
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$1,084,720
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$1,057,034
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$0
Net investment gain/loss from pooled separate accounts2018-12-31$-132,082
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$162,939
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$123,501
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 name2018-12-31ABDO, EICK & MEYERS, LLP
Accountancy firm EIN2018-12-31411397419
2017 : 403(B) THRIFT PLAN OF TRI-COUNTY COMMUNITY ACTION PROGRAM, INC 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$585,218
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$864,198
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$862,518
Expenses. Certain deemed distributions of participant loans2017-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$334,004
Value of total assets at end of year2017-12-31$2,646,584
Value of total assets at beginning of year2017-12-31$2,925,564
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$1,680
Total interest from all sources2017-12-31$11,235
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$152,827
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$36,525
Other income not declared elsewhere2017-12-31$0
Administrative expenses (other) incurred2017-12-31$1,680
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$-278,980
Value of net assets at end of year (total assets less liabilities)2017-12-31$2,646,584
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$2,925,564
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$1,589,551
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$1,794,957
Interest on participant loans2017-12-31$0
Interest earned on other investments2017-12-31$11,235
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$1,057,033
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$1,130,607
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$0
Net investment gain/loss from pooled separate accounts2017-12-31$239,979
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$144,652
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$862,518
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 name2017-12-31ABDO, EICK & MEYERS, LLP
Accountancy firm EIN2017-12-31411397419
2016 : 403(B) THRIFT PLAN OF TRI-COUNTY COMMUNITY ACTION PROGRAM, INC 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$412,131
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$525,038
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$523,157
Expenses. Certain deemed distributions of participant loans2016-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$271,002
Value of total assets at end of year2016-12-31$2,925,564
Value of total assets at beginning of year2016-12-31$3,038,471
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$1,881
Total interest from all sources2016-12-31$11,086
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$136,575
Participant contributions at end of year2016-12-31$134,413
Participant contributions at beginning of year2016-12-31$81,461
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$7,419
Other income not declared elsewhere2016-12-31$0
Administrative expenses (other) incurred2016-12-31$1,881
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-112,907
Value of net assets at end of year (total assets less liabilities)2016-12-31$2,925,564
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$3,038,471
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$1,794,957
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$2,011,953
Interest on participant loans2016-12-31$0
Interest earned on other investments2016-12-31$11,086
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$996,194
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$945,057
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$0
Net investment gain/loss from pooled separate accounts2016-12-31$130,043
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$127,008
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$523,157
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 name2016-12-31ABDO, EICK & MEYERS, LLP
Accountancy firm EIN2016-12-31411397419
2015 : 403(B) THRIFT PLAN OF TRI-COUNTY COMMUNITY ACTION PROGRAM, INC 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$251,079
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$178,387
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$175,947
Expenses. Certain deemed distributions of participant loans2015-12-31$791
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$243,828
Value of total assets at end of year2015-12-31$3,037,679
Value of total assets at beginning of year2015-12-31$2,964,987
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$1,649
Total interest from all sources2015-12-31$11,079
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
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$137,082
Participant contributions at end of year2015-12-31$80,669
Participant contributions at beginning of year2015-12-31$75,536
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$0
Other income not declared elsewhere2015-12-31$0
Administrative expenses (other) incurred2015-12-31$1,649
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$72,692
Value of net assets at end of year (total assets less liabilities)2015-12-31$3,037,679
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$2,964,987
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$2,011,953
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$1,912,814
Interest on participant loans2015-12-31$0
Interest earned on other investments2015-12-31$11,079
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$945,057
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$976,637
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$0
Net investment gain/loss from pooled separate accounts2015-12-31$-3,828
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$106,746
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$175,947
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 name2015-12-31ABDO, EICK & MEYERS, LLP
Accountancy firm EIN2015-12-31411397419

Form 5500 Responses for 403(B) THRIFT PLAN OF TRI-COUNTY COMMUNITY ACTION PROGRAM, INC

2022: 403(B) THRIFT PLAN OF TRI-COUNTY COMMUNITY ACTION PROGRAM, INC 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedYes
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 benefit arrangement – InsuranceYes
2021: 403(B) THRIFT PLAN OF TRI-COUNTY COMMUNITY ACTION PROGRAM, INC 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 benefit arrangement – InsuranceYes
2020: 403(B) THRIFT PLAN OF TRI-COUNTY COMMUNITY ACTION PROGRAM, INC 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 benefit arrangement – InsuranceYes
2019: 403(B) THRIFT PLAN OF TRI-COUNTY COMMUNITY ACTION PROGRAM, INC 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 benefit arrangement – InsuranceYes
2018: 403(B) THRIFT PLAN OF TRI-COUNTY COMMUNITY ACTION PROGRAM, INC 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 benefit arrangement – InsuranceYes
2017: 403(B) THRIFT PLAN OF TRI-COUNTY COMMUNITY ACTION PROGRAM, INC 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 benefit arrangement – InsuranceYes
2016: 403(B) THRIFT PLAN OF TRI-COUNTY COMMUNITY ACTION PROGRAM, INC 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedYes
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 benefit arrangement – InsuranceYes
2015: 403(B) THRIFT PLAN OF TRI-COUNTY COMMUNITY ACTION PROGRAM, INC 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedYes
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 benefit arrangement – InsuranceYes

Insurance Providers Used on plan

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number012454K
Policy instance 1
Insurance contract or identification number012454K
Number of Individuals Covered224
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,377
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 $0
Amount paid for insurance broker fees1377
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number012454K
Policy instance 1
Insurance contract or identification number012454K
Number of Individuals Covered196
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $580
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 $0
Amount paid for insurance broker fees580
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number012454K
Policy instance 1
Insurance contract or identification number012454K
Number of Individuals Covered176
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $580
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 $0
Amount paid for insurance broker fees580
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number012454K
Policy instance 1
Insurance contract or identification number012454K
Number of Individuals Covered168
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $905
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 $0
Amount paid for insurance broker fees905
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number012454K
Policy instance 1
Insurance contract or identification number012454K
Number of Individuals Covered151
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,052
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 $0
Amount paid for insurance broker fees1052
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP PROGRAM
Insurance broker organization code?3
Insurance broker nameMINNEAPOLIS REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number012454K
Policy instance 1
Insurance contract or identification number012454K
Number of Individuals Covered137
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $285
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 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 $0
Amount paid for insurance broker fees285
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker nameMINNEAPOLIS REGIONAL OFFICE

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