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403(B) THRIFT PLAN FOR THE FAMILY CONSERVANCY, INC. 401k Plan overview

Plan Name403(B) THRIFT PLAN FOR THE FAMILY CONSERVANCY, INC.
Plan identification number 002

403(B) THRIFT PLAN FOR THE FAMILY CONSERVANCY, INC. Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.
  • 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

THE FAMILY CONSERVANCY, INC. has sponsored the creation of one or more 401k plans.

Company Name:THE FAMILY CONSERVANCY, INC.
Employer identification number (EIN):440454800
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 FOR THE FAMILY CONSERVANCY, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01JIM DOYLE2023-10-16
0022021-01-01DR. GINO V. TAYLOR2022-10-12
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01CHRISTOPHER POTTHAST CHRISTOPHER POTTHAST2018-08-28
0022016-01-01CHRISTOPHER A. POTTHAST CHRISTOPHER A. POTTHAST2017-11-30
0022015-01-01CHRISTOPHER A. POTTHAST CHRISTOPHER A. POTTHAST2017-11-30
0022014-01-01CHRISTOPHER A. POTTHAST CHRISTOPHER A. POTTHAST2017-11-30
0022013-01-01CHRISTOPHER A. POTTHAST CHRISTOPHER A. POTTHAST2017-11-30
0022012-01-01CHRISTOPHER A. POTTHAST CHRISTOPHER A. POTTHAST2017-12-04
0022011-01-01CHRISTOPHER A. POTTHAST CHRISTOPHER A. POTTHAST2017-12-04
0022010-01-01CHRISTOPHER A. POTTHAST CHRISTOPHER A. POTTHAST2017-12-04
0022009-01-01CHRISTOPHER A. POTTHAST CHRISTOPHER A. POTTHAST2017-11-30

Plan Statistics for 403(B) THRIFT PLAN FOR THE FAMILY CONSERVANCY, INC.

401k plan membership statisitcs for 403(B) THRIFT PLAN FOR THE FAMILY CONSERVANCY, INC.

Measure Date Value
2022: 403(B) THRIFT PLAN FOR THE FAMILY CONSERVANCY, INC. 2022 401k membership
Total participants, beginning-of-year2022-01-01153
Total number of active participants reported on line 7a of the Form 55002022-01-01128
Number of retired or separated participants receiving benefits2022-01-011
Number of other retired or separated participants entitled to future benefits2022-01-0177
Total of all active and inactive participants2022-01-01206
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01206
Number of participants with account balances2022-01-01175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-012
2021: 403(B) THRIFT PLAN FOR THE FAMILY CONSERVANCY, INC. 2021 401k membership
Total participants, beginning-of-year2021-01-01152
Total number of active participants reported on line 7a of the Form 55002021-01-0199
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0154
Total of all active and inactive participants2021-01-01153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01153
Number of participants with account balances2021-01-01151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-011
2020: 403(B) THRIFT PLAN FOR THE FAMILY CONSERVANCY, INC. 2020 401k membership
Total participants, beginning-of-year2020-01-01138
Total number of active participants reported on line 7a of the Form 55002020-01-0198
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0154
Total of all active and inactive participants2020-01-01152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01152
Number of participants with account balances2020-01-01151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-011
2019: 403(B) THRIFT PLAN FOR THE FAMILY CONSERVANCY, INC. 2019 401k membership
Total participants, beginning-of-year2019-01-01131
Total number of active participants reported on line 7a of the Form 55002019-01-0188
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0150
Total of all active and inactive participants2019-01-01138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01138
Number of participants with account balances2019-01-01138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-017
2018: 403(B) THRIFT PLAN FOR THE FAMILY CONSERVANCY, INC. 2018 401k membership
Total participants, beginning-of-year2018-01-01129
Total number of active participants reported on line 7a of the Form 55002018-01-0186
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0145
Total of all active and inactive participants2018-01-01131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01131
Number of participants with account balances2018-01-01131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-011
2017: 403(B) THRIFT PLAN FOR THE FAMILY CONSERVANCY, INC. 2017 401k membership
Total participants, beginning-of-year2017-01-01136
Total number of active participants reported on line 7a of the Form 55002017-01-0187
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0154
Total of all active and inactive participants2017-01-01141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01141
Number of participants with account balances2017-01-01141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-011
2016: 403(B) THRIFT PLAN FOR THE FAMILY CONSERVANCY, INC. 2016 401k membership
Total participants, beginning-of-year2016-01-01134
Total number of active participants reported on line 7a of the Form 55002016-01-0189
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0147
Total of all active and inactive participants2016-01-01136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01136
Number of participants with account balances2016-01-01133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-016
2015: 403(B) THRIFT PLAN FOR THE FAMILY CONSERVANCY, INC. 2015 401k membership
Total participants, beginning-of-year2015-01-01148
Total number of active participants reported on line 7a of the Form 55002015-01-01102
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0147
Total of all active and inactive participants2015-01-01149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01149
Number of participants with account balances2015-01-01134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-017
2014: 403(B) THRIFT PLAN FOR THE FAMILY CONSERVANCY, INC. 2014 401k membership
Total participants, beginning-of-year2014-01-01139
Total number of active participants reported on line 7a of the Form 55002014-01-0197
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0148
Total of all active and inactive participants2014-01-01145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-01146
Number of participants with account balances2014-01-01133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-013
2013: 403(B) THRIFT PLAN FOR THE FAMILY CONSERVANCY, INC. 2013 401k membership
Total participants, beginning-of-year2013-01-01150
Total number of active participants reported on line 7a of the Form 55002013-01-01104
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0141
Total of all active and inactive participants2013-01-01145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-01146
Number of participants with account balances2013-01-01126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-011
2012: 403(B) THRIFT PLAN FOR THE FAMILY CONSERVANCY, INC. 2012 401k membership
Total participants, beginning-of-year2012-01-01151
Total number of active participants reported on line 7a of the Form 55002012-01-01100
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0145
Total of all active and inactive participants2012-01-01145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-012
Total participants2012-01-01147
Number of participants with account balances2012-01-01129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-013
2011: 403(B) THRIFT PLAN FOR THE FAMILY CONSERVANCY, INC. 2011 401k membership
Total participants, beginning-of-year2011-01-01152
Total number of active participants reported on line 7a of the Form 55002011-01-01114
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0136
Total of all active and inactive participants2011-01-01150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-01151
Number of participants with account balances2011-01-01134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-011
2010: 403(B) THRIFT PLAN FOR THE FAMILY CONSERVANCY, INC. 2010 401k membership
Total participants, beginning-of-year2010-01-01118
Total number of active participants reported on line 7a of the Form 55002010-01-01116
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0134
Total of all active and inactive participants2010-01-01150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-011
Total participants2010-01-01151
Number of participants with account balances2010-01-01135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-011
2009: 403(B) THRIFT PLAN FOR THE FAMILY CONSERVANCY, INC. 2009 401k membership
Total participants, beginning-of-year2009-01-01110
Total number of active participants reported on line 7a of the Form 55002009-01-0195
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0115
Total of all active and inactive participants2009-01-01110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01110
Number of participants with account balances2009-01-01102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-014

Financial Data on 403(B) THRIFT PLAN FOR THE FAMILY CONSERVANCY, INC.

Measure Date Value
2022 : 403(B) THRIFT PLAN FOR THE FAMILY CONSERVANCY, INC. 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$6,352
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$0
Total income from all sources (including contributions)2022-12-31$-690,767
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$338,808
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$295,879
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$548,480
Value of total assets at end of year2022-12-31$6,363,903
Value of total assets at beginning of year2022-12-31$7,387,126
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$42,929
Total interest from all sources2022-12-31$1,896
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$1,000,000
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$245,608
Participant contributions at end of year2022-12-31$97,693
Participant contributions at beginning of year2022-12-31$109,284
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$43,591
Administrative expenses (other) incurred2022-12-31$42,929
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,029,575
Value of net assets at end of year (total assets less liabilities)2022-12-31$6,363,903
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$7,387,126
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$5,588,087
Value of interest in pooled separate accounts at beginning of year2022-12-31$6,664,407
Interest earned on other investments2022-12-31$1,896
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$678,123
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$613,435
Net investment gain/loss from pooled separate accounts2022-12-31$-1,241,143
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 contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$259,281
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$295,879
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 name2022-12-31RSM US, LLP
Accountancy firm EIN2022-12-31420714325
2021 : 403(B) THRIFT PLAN FOR THE FAMILY CONSERVANCY, 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$1,552,590
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$358,697
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$357,856
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$554,287
Value of total assets at end of year2021-12-31$7,387,126
Value of total assets at beginning of year2021-12-31$6,193,233
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$841
Total interest from all sources2021-12-31$7,421
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$1,000,000
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$225,837
Participant contributions at end of year2021-12-31$109,284
Participant contributions at beginning of year2021-12-31$205,921
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$57,644
Administrative expenses (other) incurred2021-12-31$841
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$1,193,893
Value of net assets at end of year (total assets less liabilities)2021-12-31$7,387,126
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$6,193,233
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 pooled separate accounts at end of year2021-12-31$6,664,407
Value of interest in pooled separate accounts at beginning of year2021-12-31$5,400,491
Interest on participant loans2021-12-31$7,421
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$613,435
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$586,821
Net investment gain/loss from pooled separate accounts2021-12-31$990,882
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$270,806
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$357,856
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 name2021-12-31RSM US, LLP
Accountancy firm EIN2021-12-31420714325
2020 : 403(B) THRIFT PLAN FOR THE FAMILY CONSERVANCY, INC. 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$1,384,103
Total of all expenses incurred2020-12-31$1,463,103
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,462,322
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$504,964
Value of total assets at end of year2020-12-31$6,193,233
Value of total assets at beginning of year2020-12-31$6,272,233
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$781
Total interest from all sources2020-12-31$15,517
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$1,000,000
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$231,222
Participant contributions at end of year2020-12-31$205,921
Participant contributions at beginning of year2020-12-31$200,691
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$31,844
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$-79,000
Value of net assets at end of year (total assets less liabilities)2020-12-31$6,193,233
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$6,272,233
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in pooled separate accounts at end of year2020-12-31$5,400,491
Value of interest in pooled separate accounts at beginning of year2020-12-31$5,526,627
Interest on participant loans2020-12-31$7,848
Interest earned on other investments2020-12-31$7,669
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$586,821
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$544,915
Net investment gain/loss from pooled separate accounts2020-12-31$863,622
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$241,898
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,462,322
Contract administrator fees2020-12-31$781
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 plan2020-12-31Unqualified
Accountancy firm name2020-12-31BKD, LLP
Accountancy firm EIN2020-12-31440160260
2019 : 403(B) THRIFT PLAN FOR THE FAMILY CONSERVANCY, INC. 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$1,513,216
Total of all expenses incurred2019-12-31$180,990
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$180,123
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$479,419
Value of total assets at end of year2019-12-31$6,272,233
Value of total assets at beginning of year2019-12-31$4,940,007
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$867
Total interest from all sources2019-12-31$18,723
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
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$213,201
Participant contributions at end of year2019-12-31$200,691
Participant contributions at beginning of year2019-12-31$136,069
Participant contributions at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$34,665
Administrative expenses (other) incurred2019-12-31$867
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$1,332,226
Value of net assets at end of year (total assets less liabilities)2019-12-31$6,272,233
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$4,940,007
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in pooled separate accounts at end of year2019-12-31$5,526,627
Value of interest in pooled separate accounts at beginning of year2019-12-31$4,252,802
Interest on participant loans2019-12-31$6,366
Interest earned on other investments2019-12-31$12,357
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$544,915
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$551,136
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Net investment gain/loss from pooled separate accounts2019-12-31$1,015,074
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$231,553
Employer contributions (assets) at beginning of year2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$180,123
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BKD, LLP
Accountancy firm EIN2019-12-31440160260
2018 : 403(B) THRIFT PLAN FOR THE FAMILY CONSERVANCY, INC. 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$125,988
Total of all expenses incurred2018-12-31$410,943
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$410,943
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$469,644
Value of total assets at end of year2018-12-31$4,940,007
Value of total assets at beginning of year2018-12-31$5,224,962
Total interest from all sources2018-12-31$3,790
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$193,756
Participant contributions at end of year2018-12-31$136,069
Participant contributions at beginning of year2018-12-31$77,624
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$8,438
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$49,725
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-284,955
Value of net assets at end of year (total assets less liabilities)2018-12-31$4,940,007
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$5,224,962
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in pooled separate accounts at end of year2018-12-31$4,252,802
Value of interest in pooled separate accounts at beginning of year2018-12-31$4,413,909
Interest on participant loans2018-12-31$3,790
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$551,136
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$714,763
Net investment gain/loss from pooled separate accounts2018-12-31$-347,446
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$226,163
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$10,228
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$410,943
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 name2018-12-31BKD, LLP
Accountancy firm EIN2018-12-31440160260
2017 : 403(B) THRIFT PLAN FOR THE FAMILY CONSERVANCY, INC. 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$1,085,862
Total of all expenses incurred2017-12-31$154,974
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$154,974
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$461,614
Value of total assets at end of year2017-12-31$5,224,962
Value of total assets at beginning of year2017-12-31$4,294,074
Total interest from all sources2017-12-31$3,187
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
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$212,463
Participant contributions at end of year2017-12-31$77,624
Participant contributions at beginning of year2017-12-31$67,215
Participant contributions at end of year2017-12-31$8,438
Participant contributions at beginning of year2017-12-31$8,856
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$1,806
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$930,888
Value of net assets at end of year (total assets less liabilities)2017-12-31$5,224,962
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$4,294,074
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 pooled separate accounts at end of year2017-12-31$4,413,909
Value of interest in pooled separate accounts at beginning of year2017-12-31$3,550,423
Interest on participant loans2017-12-31$3,187
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$714,763
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$656,861
Net investment gain/loss from pooled separate accounts2017-12-31$621,061
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$247,345
Employer contributions (assets) at end of year2017-12-31$10,228
Employer contributions (assets) at beginning of year2017-12-31$10,719
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$154,974
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 name2017-12-31BKD, LLP
Accountancy firm EIN2017-12-31440160260
2016 : 403(B) THRIFT PLAN FOR THE FAMILY CONSERVANCY, INC. 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$808,778
Total of all expenses incurred2016-12-31$303,114
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$303,114
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$487,574
Value of total assets at end of year2016-12-31$4,294,074
Value of total assets at beginning of year2016-12-31$3,788,410
Total interest from all sources2016-12-31$1,898
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$214,508
Participant contributions at end of year2016-12-31$67,215
Participant contributions at beginning of year2016-12-31$46,139
Participant contributions at end of year2016-12-31$8,856
Participant contributions at beginning of year2016-12-31$8,249
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$16,308
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$505,664
Value of net assets at end of year (total assets less liabilities)2016-12-31$4,294,074
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$3,788,410
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in pooled separate accounts at end of year2016-12-31$3,550,423
Value of interest in pooled separate accounts at beginning of year2016-12-31$3,183,845
Interest on participant loans2016-12-31$1,898
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$656,861
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$539,800
Net investment gain/loss from pooled separate accounts2016-12-31$319,306
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$256,758
Employer contributions (assets) at end of year2016-12-31$10,719
Employer contributions (assets) at beginning of year2016-12-31$10,377
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$303,114
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 name2016-12-31BKD, LLP
Accountancy firm EIN2016-12-31440160260
2015 : 403(B) THRIFT PLAN FOR THE FAMILY CONSERVANCY, INC. 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$418,245
Total of all expenses incurred2015-12-31$535,828
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$535,828
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$442,216
Value of total assets at end of year2015-12-31$3,788,410
Value of total assets at beginning of year2015-12-31$3,905,993
Total interest from all sources2015-12-31$1,901
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
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$206,234
Participant contributions at end of year2015-12-31$46,139
Participant contributions at beginning of year2015-12-31$49,939
Participant contributions at end of year2015-12-31$8,249
Participant contributions at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$371
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$0
Other income not declared elsewhere2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-117,583
Value of net assets at end of year (total assets less liabilities)2015-12-31$3,788,410
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$3,905,993
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in pooled separate accounts at end of year2015-12-31$3,183,845
Value of interest in pooled separate accounts at beginning of year2015-12-31$3,210,580
Interest on participant loans2015-12-31$1,901
Interest earned on other investments2015-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$539,800
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$645,474
Net investment gain/loss from pooled separate accounts2015-12-31$-25,872
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$235,611
Employer contributions (assets) at end of year2015-12-31$10,377
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$535,828
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 name2015-12-31BKD, LLP
Accountancy firm EIN2015-12-31440160260
2014 : 403(B) THRIFT PLAN FOR THE FAMILY CONSERVANCY, INC. 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$667,509
Total of all expenses incurred2014-12-31$415,575
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$415,575
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$472,496
Value of total assets at end of year2014-12-31$3,905,993
Value of total assets at beginning of year2014-12-31$3,654,059
Total interest from all sources2014-12-31$9,675
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$237,683
Participant contributions at end of year2014-12-31$49,939
Participant contributions at beginning of year2014-12-31$43,755
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$9,367
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$11,129
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$0
Other income not declared elsewhere2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$251,934
Value of net assets at end of year (total assets less liabilities)2014-12-31$3,905,993
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$3,654,059
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in pooled separate accounts at end of year2014-12-31$3,210,580
Value of interest in pooled separate accounts at beginning of year2014-12-31$2,838,491
Interest on participant loans2014-12-31$2,271
Interest earned on other investments2014-12-31$7,404
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$645,474
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$752,448
Net investment gain/loss from pooled separate accounts2014-12-31$185,338
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$223,684
Employer contributions (assets) at end of year2014-12-31$0
Employer contributions (assets) at beginning of year2014-12-31$9,998
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$415,575
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 name2014-12-31BKD, LLP
Accountancy firm EIN2014-12-31440160260
2013 : 403(B) THRIFT PLAN FOR THE FAMILY CONSERVANCY, INC. 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$1,020,104
Total of all expenses incurred2013-12-31$693,698
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$693,698
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$483,398
Value of total assets at end of year2013-12-31$3,654,059
Value of total assets at beginning of year2013-12-31$3,327,653
Total interest from all sources2013-12-31$11,526
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$246,955
Participant contributions at end of year2013-12-31$43,755
Participant contributions at beginning of year2013-12-31$61,606
Participant contributions at end of year2013-12-31$9,367
Participant contributions at beginning of year2013-12-31$9,851
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$13,363
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$0
Other income not declared elsewhere2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$326,406
Value of net assets at end of year (total assets less liabilities)2013-12-31$3,654,059
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$3,327,653
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in pooled separate accounts at end of year2013-12-31$2,838,491
Value of interest in pooled separate accounts at beginning of year2013-12-31$2,206,355
Interest on participant loans2013-12-31$2,193
Interest earned on other investments2013-12-31$9,333
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$752,448
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$1,040,234
Net investment gain/loss from pooled separate accounts2013-12-31$525,180
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$223,080
Employer contributions (assets) at end of year2013-12-31$9,998
Employer contributions (assets) at beginning of year2013-12-31$9,607
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$693,698
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 name2013-12-31BKD, LLP
Accountancy firm EIN2013-12-31440160260
2012 : 403(B) THRIFT PLAN FOR THE FAMILY CONSERVANCY, INC. 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$808,336
Total of all expenses incurred2012-12-31$319,094
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$319,094
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$549,489
Value of total assets at end of year2012-12-31$3,327,653
Value of total assets at beginning of year2012-12-31$2,838,411
Total interest from all sources2012-12-31$21,614
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$237,585
Participant contributions at end of year2012-12-31$61,606
Participant contributions at beginning of year2012-12-31$64,665
Participant contributions at end of year2012-12-31$9,851
Participant contributions at beginning of year2012-12-31$9,622
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$67,263
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$0
Other income not declared elsewhere2012-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$489,242
Value of net assets at end of year (total assets less liabilities)2012-12-31$3,327,653
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$2,838,411
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in pooled separate accounts at end of year2012-12-31$2,206,355
Value of interest in pooled separate accounts at beginning of year2012-12-31$1,820,416
Interest on participant loans2012-12-31$3,496
Interest earned on other investments2012-12-31$18,118
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$1,040,234
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$931,833
Net investment gain/loss from pooled separate accounts2012-12-31$237,233
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$244,641
Employer contributions (assets) at end of year2012-12-31$9,607
Employer contributions (assets) at beginning of year2012-12-31$11,875
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$319,094
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 name2012-12-31BKD, LLP
Accountancy firm EIN2012-12-31440160260
2011 : 403(B) THRIFT PLAN FOR THE FAMILY CONSERVANCY, INC. 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$478,058
Total of all expenses incurred2011-12-31$123,212
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$123,212
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$506,359
Value of total assets at end of year2011-12-31$2,838,411
Value of total assets at beginning of year2011-12-31$2,483,565
Total interest from all sources2011-12-31$19,502
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$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$241,526
Participant contributions at end of year2011-12-31$64,665
Participant contributions at beginning of year2011-12-31$33,589
Participant contributions at end of year2011-12-31$9,622
Participant contributions at beginning of year2011-12-31$9,871
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$826
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$0
Other income not declared elsewhere2011-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$354,846
Value of net assets at end of year (total assets less liabilities)2011-12-31$2,838,411
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$2,483,565
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$1,820,416
Value of interest in pooled separate accounts at beginning of year2011-12-31$1,648,337
Interest on participant loans2011-12-31$2,145
Interest earned on other investments2011-12-31$17,357
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$931,833
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$779,270
Net investment gain/loss from pooled separate accounts2011-12-31$-47,803
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 contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$264,007
Employer contributions (assets) at end of year2011-12-31$11,875
Employer contributions (assets) at beginning of year2011-12-31$12,498
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$123,212
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 name2011-12-31BKD, LLP
Accountancy firm EIN2011-12-31440160260
2010 : 403(B) THRIFT PLAN FOR THE FAMILY CONSERVANCY, INC. 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$755,728
Total of all expenses incurred2010-12-31$63,578
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$63,578
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$533,851
Value of total assets at end of year2010-12-31$2,483,565
Value of total assets at beginning of year2010-12-31$1,791,415
Total interest from all sources2010-12-31$20,514
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$1,000,000
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$221,916
Participant contributions at end of year2010-12-31$33,589
Participant contributions at beginning of year2010-12-31$15,327
Participant contributions at end of year2010-12-31$9,871
Participant contributions at beginning of year2010-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$40,305
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$0
Other income not declared elsewhere2010-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$692,150
Value of net assets at end of year (total assets less liabilities)2010-12-31$2,483,565
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$1,791,415
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$1,648,337
Value of interest in pooled separate accounts at beginning of year2010-12-31$1,168,435
Interest on participant loans2010-12-31$1,267
Interest earned on other investments2010-12-31$19,247
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$779,270
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$607,653
Net investment gain/loss from pooled separate accounts2010-12-31$201,363
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 contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$271,630
Employer contributions (assets) at end of year2010-12-31$12,498
Employer contributions (assets) at beginning of year2010-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$63,578
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 name2010-12-31BKD, LLP
Accountancy firm EIN2010-12-31440160260
2009 : 403(B) THRIFT PLAN FOR THE FAMILY CONSERVANCY, INC. 2009 401k financial data
Total income from all sources (including contributions)2009-12-31$711,547
Total of all expenses incurred2009-12-31$95,011
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2009-12-31$95,011
Total contributions o plan (from employers,participants, others, non cash contrinutions)2009-12-31$494,118
Value of total assets at end of year2009-12-31$1,791,415
Value of total assets at beginning of year2009-12-31$1,174,879
Total of administrative expenses incurred including professional, contract, advisory and management fees2009-12-31$0
Total interest from all sources2009-12-31$19,012
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2009-12-31No
Administrative expenses professional fees incurred2009-12-31$0
Was this plan covered by a fidelity bond2009-12-31Yes
Value of fidelity bond cover2009-12-31$1,000,000
If this is an individual account plan, was there a blackout period2009-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0
Were there any nonexempt tranactions with any party-in-interest2009-12-31No
Contributions received from participants2009-12-31$235,139
Participant contributions at end of year2009-12-31$15,327
Participant contributions at beginning of year2009-12-31$31,215
Participant contributions at beginning of year2009-12-31$19,802
Value of other receiveables (less allowance for doubtful accounts) at end of year2009-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2009-12-31$0
Other income not declared elsewhere2009-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2009-12-31No
Value of net income/loss2009-12-31$616,536
Value of net assets at end of year (total assets less liabilities)2009-12-31$1,791,415
Value of net assets at beginning of year (total assets less liabilities)2009-12-31$1,174,879
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2009-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2009-12-31No
Were any leases to which the plan was party in default or uncollectible2009-12-31No
Value of interest in pooled separate accounts at end of year2009-12-31$1,168,435
Value of interest in pooled separate accounts at beginning of year2009-12-31$975,621
Interest on participant loans2009-12-31$1,971
Interest earned on other investments2009-12-31$17,041
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2009-12-31$607,653
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2009-12-31$125,376
Net investment gain/loss from pooled separate accounts2009-12-31$198,417
Net gain/loss from 103.12 investment entities2009-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2009-12-31No
Was there a failure to transmit to the plan any participant contributions2009-12-31Yes
Has the plan failed to provide any benefit when due under the plan2009-12-31No
Contributions received in cash from employer2009-12-31$258,979
Employer contributions (assets) at end of year2009-12-31$0
Employer contributions (assets) at beginning of year2009-12-31$22,865
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2009-12-31$95,011
Did the plan have assets held for investment2009-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2009-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2009-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2009-12-31Yes
Opinion of an independent qualified public accountant for this plan2009-12-31Disclaimer
Accountancy firm name2009-12-31BKD, LLP
Accountancy firm EIN2009-12-31440160260

Form 5500 Responses for 403(B) THRIFT PLAN FOR THE FAMILY CONSERVANCY, INC.

2022: 403(B) THRIFT PLAN FOR THE FAMILY CONSERVANCY, INC. 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: 403(B) THRIFT PLAN FOR THE FAMILY CONSERVANCY, 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 funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: 403(B) THRIFT PLAN FOR THE FAMILY CONSERVANCY, 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 funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: 403(B) THRIFT PLAN FOR THE FAMILY CONSERVANCY, 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 funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: 403(B) THRIFT PLAN FOR THE FAMILY CONSERVANCY, 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 funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: 403(B) THRIFT PLAN FOR THE FAMILY CONSERVANCY, 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 funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: 403(B) THRIFT PLAN FOR THE FAMILY CONSERVANCY, INC. 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: 403(B) THRIFT PLAN FOR THE FAMILY CONSERVANCY, INC. 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: 403(B) THRIFT PLAN FOR THE FAMILY CONSERVANCY, INC. 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: 403(B) THRIFT PLAN FOR THE FAMILY CONSERVANCY, INC. 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: 403(B) THRIFT PLAN FOR THE FAMILY CONSERVANCY, INC. 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: 403(B) THRIFT PLAN FOR THE FAMILY CONSERVANCY, INC. 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: 403(B) THRIFT PLAN FOR THE FAMILY CONSERVANCY, INC. 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: 403(B) THRIFT PLAN FOR THE FAMILY CONSERVANCY, INC. 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number052014-G
Policy instance 1
Insurance contract or identification number052014-G
Number of Individuals Covered151
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 $881
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
Amount paid for insurance broker fees881
Additional information about fees paid to insurance brokerINCENTIVE COMPENSATION
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number052014-G
Policy instance 1
Insurance contract or identification number052014-G
Number of Individuals Covered153
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 $728
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
Amount paid for insurance broker fees728
Additional information about fees paid to insurance brokerPORTION OF IINCENTIVE COMP. PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number052014-G
Policy instance 1
Insurance contract or identification number052014-G
Number of Individuals Covered152
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 $728
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees728
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 number052014-G
Policy instance 1
Insurance contract or identification number052014-G
Number of Individuals Covered138
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 $445
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees445
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 number052014-G
Policy instance 1
Insurance contract or identification number052014-G
Number of Individuals Covered131
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $633
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 $0
Amount paid for insurance broker fees633
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 number052014-G
Policy instance 1
Insurance contract or identification number052014-G
Number of Individuals Covered141
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 $1,550
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees1550
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker nameST. LOUIS REGIONAL OFFICE

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