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THE CHIMES, INC. 403(B) PLAN 401k Plan overview

Plan NameTHE CHIMES, INC. 403(B) PLAN
Plan identification number 003

THE CHIMES, INC. 403(B) PLAN 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 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

CHIMES INTERNATIONAL LIMITED has sponsored the creation of one or more 401k plans.

Company Name:CHIMES INTERNATIONAL LIMITED
Employer identification number (EIN):520575305
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE CHIMES, INC. 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-01-01
0032021-01-01
0032020-01-01
0032019-01-01
0032019-01-01
0032018-01-01
0032018-01-01
0032017-01-01DEBRA JOHNSON
0032017-01-01DEBRA JOHNSON
0032016-01-01
0032015-01-01SHAWNA GOTTLIEB
0032014-01-01SHAWNA GOTTLIEB SHAWNA GOTTLIEB2015-10-09
0032013-01-01SHAWNA GOTTLIEB SHAWNA GOTTLIEB2014-10-10
0032012-01-01SHAWNA GOTTLIEB SHAWNA GOTTLIEB2013-10-14
0032011-01-01SHAWNA GOTTLIEB SHAWNA GOTTLIEB2012-10-12
0032010-01-01SHAWNA GOTTLIEB
0032009-01-01SHAWNA GOTTLIEB

Plan Statistics for THE CHIMES, INC. 403(B) PLAN

401k plan membership statisitcs for THE CHIMES, INC. 403(B) PLAN

Measure Date Value
2022: THE CHIMES, INC. 403(B) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,603
Total number of active participants reported on line 7a of the Form 55002022-01-012,249
Number of retired or separated participants receiving benefits2022-01-0122
Number of other retired or separated participants entitled to future benefits2022-01-01429
Total of all active and inactive participants2022-01-012,700
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-014
Total participants2022-01-012,704
Number of participants with account balances2022-01-012,661
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0165
2021: THE CHIMES, INC. 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,772
Total number of active participants reported on line 7a of the Form 55002021-01-011,123
Number of retired or separated participants receiving benefits2021-01-0118
Number of other retired or separated participants entitled to future benefits2021-01-01460
Total of all active and inactive participants2021-01-011,601
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-012
Total participants2021-01-011,603
Number of participants with account balances2021-01-011,570
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0167
2020: THE CHIMES, INC. 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,644
Total number of active participants reported on line 7a of the Form 55002020-01-011,288
Number of retired or separated participants receiving benefits2020-01-019
Number of other retired or separated participants entitled to future benefits2020-01-01474
Total of all active and inactive participants2020-01-011,771
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-011,772
Number of participants with account balances2020-01-011,745
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0177
2019: THE CHIMES, INC. 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,491
Total number of active participants reported on line 7a of the Form 55002019-01-011,342
Number of retired or separated participants receiving benefits2019-01-0111
Number of other retired or separated participants entitled to future benefits2019-01-01288
Total of all active and inactive participants2019-01-011,641
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-013
Total participants2019-01-011,644
Number of participants with account balances2019-01-011,623
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0197
2018: THE CHIMES, INC. 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,891
Total number of active participants reported on line 7a of the Form 55002018-01-011,286
Number of retired or separated participants receiving benefits2018-01-017
Number of other retired or separated participants entitled to future benefits2018-01-01196
Total of all active and inactive participants2018-01-011,489
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-012
Total participants2018-01-011,491
Number of participants with account balances2018-01-011,454
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0143
2017: THE CHIMES, INC. 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-012,851
Total number of active participants reported on line 7a of the Form 55002017-01-011,461
Number of retired or separated participants receiving benefits2017-01-015
Number of other retired or separated participants entitled to future benefits2017-01-01421
Total of all active and inactive participants2017-01-011,887
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-014
Total participants2017-01-011,891
Number of participants with account balances2017-01-011,248
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0127
2016: THE CHIMES, INC. 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-013,008
Total number of active participants reported on line 7a of the Form 55002016-01-012,472
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01332
Total of all active and inactive participants2016-01-012,804
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-013
Total participants2016-01-012,807
Number of participants with account balances2016-01-011,209
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0125
2015: THE CHIMES, INC. 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-013,006
Total number of active participants reported on line 7a of the Form 55002015-01-012,579
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01426
Total of all active and inactive participants2015-01-013,005
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-013
Total participants2015-01-013,008
Number of participants with account balances2015-01-011,285
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0111
2014: THE CHIMES, INC. 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-013,114
Total number of active participants reported on line 7a of the Form 55002014-01-012,630
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01370
Total of all active and inactive participants2014-01-013,000
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-016
Total participants2014-01-013,006
Number of participants with account balances2014-01-011,157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0112
2013: THE CHIMES, INC. 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,608
Total number of active participants reported on line 7a of the Form 55002013-01-012,808
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01300
Total of all active and inactive participants2013-01-013,108
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-016
Total participants2013-01-013,114
Number of participants with account balances2013-01-011,070
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-019
2012: THE CHIMES, INC. 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,902
Total number of active participants reported on line 7a of the Form 55002012-01-011,377
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01228
Total of all active and inactive participants2012-01-011,605
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-013
Total participants2012-01-011,608
Number of participants with account balances2012-01-01911
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0111
2011: THE CHIMES, INC. 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,323
Total number of active participants reported on line 7a of the Form 55002011-01-011,686
Number of other retired or separated participants entitled to future benefits2011-01-01153
Total of all active and inactive participants2011-01-011,839
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-011,840
Number of participants with account balances2011-01-01780
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-013
2010: THE CHIMES, INC. 403(B) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-011,616
Total number of active participants reported on line 7a of the Form 55002010-01-011,202
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-01121
Total of all active and inactive participants2010-01-011,323
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-011,323
Number of participants with account balances2010-01-01692
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0113
2009: THE CHIMES, INC. 403(B) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01926
Total number of active participants reported on line 7a of the Form 55002009-01-011,592
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0124
Total of all active and inactive participants2009-01-011,616
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-011,616
Number of participants with account balances2009-01-01322
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-013

Financial Data on THE CHIMES, INC. 403(B) PLAN

Measure Date Value
2022 : THE CHIMES, INC. 403(B) PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$3,326
Total unrealized appreciation/depreciation of assets2022-12-31$3,326
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$10,518,348
Total loss/gain on sale of assets2022-12-31$148
Total of all expenses incurred2022-12-31$5,464,837
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$5,192,783
Value of total corrective distributions2022-12-31$20,782
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$15,514,225
Value of total assets at end of year2022-12-31$38,615,030
Value of total assets at beginning of year2022-12-31$33,561,519
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$251,272
Total interest from all sources2022-12-31$39,420
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,361,192
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$1,361,192
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$2,865,130
Participant contributions at end of year2022-12-31$761,844
Participant contributions at beginning of year2022-12-31$647,699
Participant contributions at end of year2022-12-31$102,570
Participant contributions at beginning of year2022-12-31$58,853
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$196,507
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$8,906
Other income not declared elsewhere2022-12-31$36,278
Administrative expenses (other) incurred2022-12-31$251,272
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$5,053,511
Value of net assets at end of year (total assets less liabilities)2022-12-31$38,615,030
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$33,561,519
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$34,467,038
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$30,466,659
Value of interest in pooled separate accounts at end of year2022-12-31$499,400
Value of interest in pooled separate accounts at beginning of year2022-12-31$699,960
Interest on participant loans2022-12-31$39,420
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$87,198
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$539,322
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$539,322
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$1,012,441
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$367,057
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-6,436,241
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$12,452,588
Employer contributions (assets) at end of year2022-12-31$1,684,539
Employer contributions (assets) at beginning of year2022-12-31$781,969
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$5,183,877
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate carrying amount (costs) on sale of assets2022-12-31$-148
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 : THE CHIMES, INC. 403(B) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$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$7,906,460
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$4,763,651
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$4,534,218
Expenses. Certain deemed distributions of participant loans2021-12-31$11,004
Value of total corrective distributions2021-12-31$15,009
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$4,422,842
Value of total assets at end of year2021-12-31$33,561,519
Value of total assets at beginning of year2021-12-31$30,418,710
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$203,420
Total interest from all sources2021-12-31$37,302
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$821,952
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$821,952
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
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$2,407,652
Participant contributions at end of year2021-12-31$647,699
Participant contributions at beginning of year2021-12-31$606,412
Participant contributions at end of year2021-12-31$58,853
Participant contributions at beginning of year2021-12-31$42,278
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$327,346
Other income not declared elsewhere2021-12-31$8,049
Administrative expenses (other) incurred2021-12-31$203,420
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$3,142,809
Value of net assets at end of year (total assets less liabilities)2021-12-31$33,561,519
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$30,418,710
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$30,466,659
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$27,144,683
Value of interest in pooled separate accounts at end of year2021-12-31$699,960
Value of interest in pooled separate accounts at beginning of year2021-12-31$879,211
Interest on participant loans2021-12-31$37,302
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$539,322
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$554,331
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$554,331
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$367,057
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$477,957
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$2,616,315
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$1,687,844
Employer contributions (assets) at end of year2021-12-31$781,969
Employer contributions (assets) at beginning of year2021-12-31$713,838
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$4,534,218
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 plan2021-12-31Disclaimer
Accountancy firm name2021-12-31RSM US LLP
Accountancy firm EIN2021-12-31420714325
2020 : THE CHIMES, INC. 403(B) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$7,190,549
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$4,791,884
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$4,641,391
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$3,656,598
Value of total assets at end of year2020-12-31$30,418,710
Value of total assets at beginning of year2020-12-31$28,020,045
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$150,493
Total interest from all sources2020-12-31$37,490
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$582,813
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$582,813
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
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$2,244,478
Participant contributions at end of year2020-12-31$606,412
Participant contributions at beginning of year2020-12-31$603,180
Participant contributions at end of year2020-12-31$42,278
Participant contributions at beginning of year2020-12-31$26,756
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$68,759
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$598
Other income not declared elsewhere2020-12-31$12,589
Administrative expenses (other) incurred2020-12-31$150,493
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$2,398,665
Value of net assets at end of year (total assets less liabilities)2020-12-31$30,418,710
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$28,020,045
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$27,144,683
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$25,123,015
Value of interest in pooled separate accounts at end of year2020-12-31$879,211
Value of interest in pooled separate accounts at beginning of year2020-12-31$767,365
Interest on participant loans2020-12-31$37,490
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$554,331
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$181,199
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$181,199
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$477,957
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$473,065
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$2,901,059
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$1,343,361
Employer contributions (assets) at end of year2020-12-31$713,838
Employer contributions (assets) at beginning of year2020-12-31$845,465
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$4,640,793
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 name2020-12-31RSM US LLP
Accountancy firm EIN2020-12-31420714325
2019 : THE CHIMES, INC. 403(B) PLAN 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 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$9,341,684
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$3,724,848
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$3,566,609
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$4,943,717
Value of total assets at end of year2019-12-31$27,147,824
Value of total assets at beginning of year2019-12-31$21,530,988
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$158,239
Total interest from all sources2019-12-31$38,564
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$627,714
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$627,714
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$2,350,662
Participant contributions at end of year2019-12-31$603,180
Participant contributions at beginning of year2019-12-31$569,633
Participant contributions at end of year2019-12-31$26,756
Participant contributions at beginning of year2019-12-31$82,261
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$662,818
Other income not declared elsewhere2019-12-31$22,936
Administrative expenses (other) incurred2019-12-31$158,239
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$5,616,836
Value of net assets at end of year (total assets less liabilities)2019-12-31$27,147,824
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$21,530,988
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 registered invesment companies (eg mutual funds) at end of year2019-12-31$25,123,015
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$19,536,495
Value of interest in pooled separate accounts at end of year2019-12-31$767,365
Value of interest in pooled separate accounts at beginning of year2019-12-31$656,430
Interest on participant loans2019-12-31$38,564
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$181,199
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$75,083
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$75,083
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$473,065
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$693,347
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$3,708,753
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$1,930,237
Employer contributions (assets) at end of year2019-12-31$845,465
Employer contributions (assets) at beginning of year2019-12-31$871,797
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$3,566,609
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31Yes
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
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 name2019-12-31RSM US LLP
Accountancy firm EIN2019-12-31420714325
2018 : THE CHIMES, INC. 403(B) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$8,331,986
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$10,056
Total income from all sources (including contributions)2018-12-31$1,437,272
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$3,899,638
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$3,777,893
Expenses. Certain deemed distributions of participant loans2018-12-31$14,471
Value of total corrective distributions2018-12-31$1,207
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,708,664
Value of total assets at end of year2018-12-31$21,530,988
Value of total assets at beginning of year2018-12-31$15,671,424
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$106,067
Total interest from all sources2018-12-31$32,309
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$502,002
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$502,002
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,714,106
Participant contributions at end of year2018-12-31$569,633
Participant contributions at beginning of year2018-12-31$493,343
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$23,131
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$96,962
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$10,056
Other income not declared elsewhere2018-12-31$3,232
Administrative expenses (other) incurred2018-12-31$106,067
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-2,462,366
Value of net assets at end of year (total assets less liabilities)2018-12-31$21,530,988
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$15,661,368
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$19,536,495
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$14,307,259
Value of interest in pooled separate accounts at end of year2018-12-31$656,430
Value of interest in pooled separate accounts at beginning of year2018-12-31$0
Interest on participant loans2018-12-31$30,396
Interest earned on other investments2018-12-31$1,913
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$75,083
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$13,374
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$13,374
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$693,347
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,808,935
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$897,596
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$834,317
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$3,777,893
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31Yes
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 name2018-12-31GORFINE SCHILLER & GARDYN, P.A
Accountancy firm EIN2018-12-31521231901
2017 : THE CHIMES, INC. 403(B) PLAN 2017 401k financial data
Total transfer of assets to this plan2017-12-31$61,366
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$10,056
Total income from all sources (including contributions)2017-12-31$5,389,563
Total of all expenses incurred2017-12-31$2,740,023
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$2,558,977
Expenses. Certain deemed distributions of participant loans2017-12-31$81,078
Value of total corrective distributions2017-12-31$20,184
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$3,321,102
Value of total assets at end of year2017-12-31$15,671,424
Value of total assets at beginning of year2017-12-31$12,950,462
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$79,784
Total interest from all sources2017-12-31$26,213
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$281,149
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$281,149
Administrative expenses professional fees incurred2017-12-31$9,565
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,115,970
Participant contributions at end of year2017-12-31$493,343
Participant contributions at beginning of year2017-12-31$506,353
Participant contributions at end of year2017-12-31$23,131
Participant contributions at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$23,802
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$10,056
Administrative expenses (other) incurred2017-12-31$70,219
Total non interest bearing cash 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$2,649,540
Value of net assets at end of year (total assets less liabilities)2017-12-31$15,661,368
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$12,950,462
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$14,307,259
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$12,433,400
Interest on participant loans2017-12-31$26,213
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$13,374
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$10,709
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$10,709
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,761,099
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$2,181,330
Employer contributions (assets) at end of year2017-12-31$834,317
Employer contributions (assets) at beginning of year2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$2,558,977
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
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 name2017-12-31GORFINE SCHILLER & GARDYN P.A
Accountancy firm EIN2017-12-31521231901
2016 : THE CHIMES, INC. 403(B) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$3,278,105
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,547,482
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,460,570
Expenses. Certain deemed distributions of participant loans2016-12-31$70
Value of total corrective distributions2016-12-31$10,919
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,421,146
Value of total assets at end of year2016-12-31$12,950,462
Value of total assets at beginning of year2016-12-31$11,219,839
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$75,923
Total interest from all sources2016-12-31$23,879
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$239,418
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$239,418
Administrative expenses professional fees incurred2016-12-31$12,482
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,872,788
Participant contributions at end of year2016-12-31$506,353
Participant contributions at beginning of year2016-12-31$447,429
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$20,493
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$87,070
Administrative expenses (other) incurred2016-12-31$63,441
Total non interest bearing cash at end of year2016-12-31$0
Total non interest bearing cash at beginning of year2016-12-31$4,768
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$1,730,623
Value of net assets at end of year (total assets less liabilities)2016-12-31$12,950,462
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$11,219,839
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$12,433,400
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$10,701,025
Interest on participant loans2016-12-31$23,879
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$10,709
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$35,377
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$35,377
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$593,662
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 contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$461,288
Employer contributions (assets) at end of year2016-12-31$0
Employer contributions (assets) at beginning of year2016-12-31$10,747
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,460,570
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
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 name2016-12-31GORFINE, SCHILLER & GARDYN
Accountancy firm EIN2016-12-31521231901
2015 : THE CHIMES, INC. 403(B) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$2,211,831
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,861,506
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,778,180
Value of total corrective distributions2015-12-31$15,325
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,285,270
Value of total assets at end of year2015-12-31$11,219,839
Value of total assets at beginning of year2015-12-31$10,869,514
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$68,001
Total interest from all sources2015-12-31$15,178
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$228,710
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$228,710
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31Yes
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$989,832
Participant contributions at end of year2015-12-31$447,429
Participant contributions at beginning of year2015-12-31$351,894
Participant contributions at end of year2015-12-31$20,493
Participant contributions at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$14,093
Other income not declared elsewhere2015-12-31$5,652
Administrative expenses (other) incurred2015-12-31$68,001
Total non interest bearing cash at end of year2015-12-31$4,768
Total non interest bearing cash at beginning of year2015-12-31$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$350,325
Value of net assets at end of year (total assets less liabilities)2015-12-31$11,219,839
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$10,869,514
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$10,701,025
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$10,517,620
Interest on participant loans2015-12-31$15,178
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$35,377
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-322,979
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 contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$1,281,345
Employer contributions (assets) at end of year2015-12-31$10,747
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$1,778,180
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31Yes
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 name2015-12-31GORFINE, SCHILLER & GARDYN
Accountancy firm EIN2015-12-31521231901
2014 : THE CHIMES, INC. 403(B) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$2,683,740
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,030,710
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$949,637
Expenses. Certain deemed distributions of participant loans2014-12-31$-2,086
Value of total corrective distributions2014-12-31$18,974
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,061,313
Value of total assets at end of year2014-12-31$10,869,514
Value of total assets at beginning of year2014-12-31$9,216,484
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$64,185
Total interest from all sources2014-12-31$14,735
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$609,669
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$609,669
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$881,717
Participant contributions at end of year2014-12-31$351,894
Participant contributions at beginning of year2014-12-31$371,026
Other income not declared elsewhere2014-12-31$2,428
Administrative expenses (other) incurred2014-12-31$64,185
Total non interest bearing cash at end of year2014-12-31$0
Total non interest bearing cash at beginning of year2014-12-31$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$1,653,030
Value of net assets at end of year (total assets less liabilities)2014-12-31$10,869,514
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$9,216,484
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 registered invesment companies (eg mutual funds) at end of year2014-12-31$10,517,620
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$8,845,458
Interest on participant loans2014-12-31$14,735
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-4,405
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 contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$1,179,596
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$949,637
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 name2014-12-31GORFINE, SCHILLER & GARDYN
Accountancy firm EIN2014-12-31521231901
2013 : THE CHIMES, INC. 403(B) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$3,332,061
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$830,926
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$770,507
Expenses. Certain deemed distributions of participant loans2013-12-31$-4,675
Value of total corrective distributions2013-12-31$14,726
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$2,088,536
Value of total assets at end of year2013-12-31$9,216,484
Value of total assets at beginning of year2013-12-31$6,715,349
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$50,368
Total interest from all sources2013-12-31$10,531
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$372,411
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$372,411
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$876,405
Participant contributions at end of year2013-12-31$371,026
Participant contributions at beginning of year2013-12-31$157,541
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$65,986
Other income not declared elsewhere2013-12-31$-2,728
Administrative expenses (other) incurred2013-12-31$50,368
Total non interest bearing cash at end of year2013-12-31$0
Total non interest bearing cash at beginning of year2013-12-31$1,238,197
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$2,501,135
Value of net assets at end of year (total assets less liabilities)2013-12-31$9,216,484
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$6,715,349
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 registered invesment companies (eg mutual funds) at end of year2013-12-31$8,845,458
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$5,319,611
Interest on participant loans2013-12-31$10,409
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$122
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$863,311
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 contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$1,146,145
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$770,507
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 name2013-12-31GORFINE SCHILLER & GARDYN
Accountancy firm EIN2013-12-31521231901
2012 : THE CHIMES, INC. 403(B) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets to this plan2012-12-31$2,983
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$2,448,659
Total loss/gain on sale of assets2012-12-31$81
Total of all expenses incurred2012-12-31$524,926
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$450,985
Expenses. Certain deemed distributions of participant loans2012-12-31$5,090
Value of total corrective distributions2012-12-31$38,812
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,861,717
Value of total assets at end of year2012-12-31$6,715,349
Value of total assets at beginning of year2012-12-31$4,788,633
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$30,039
Total interest from all sources2012-12-31$5,110
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$138,284
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$138,284
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$773,268
Participant contributions at end of year2012-12-31$157,541
Participant contributions at beginning of year2012-12-31$95,830
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$4,388
Other income not declared elsewhere2012-12-31$146
Administrative expenses (other) incurred2012-12-31$30,039
Total non interest bearing cash at end of year2012-12-31$1,238,197
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$1,923,733
Value of net assets at end of year (total assets less liabilities)2012-12-31$6,715,349
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$4,788,633
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 registered invesment companies (eg mutual funds) at end of year2012-12-31$5,319,611
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$4,692,803
Interest on participant loans2012-12-31$5,090
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$20
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$443,321
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 contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$1,084,061
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$450,985
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
Aggregate proceeds on sale of assets2012-12-31$102,071
Aggregate carrying amount (costs) on sale of assets2012-12-31$101,990
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 name2012-12-31GORFINE SCHILLER & GARDYN
Accountancy firm EIN2012-12-31521231901
2011 : THE CHIMES, INC. 403(B) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$1,696,830
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$608,672
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$585,292
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,776,817
Value of total assets at end of year2011-12-31$4,788,633
Value of total assets at beginning of year2011-12-31$3,700,475
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$23,380
Total interest from all sources2011-12-31$2,577
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$34,661
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$34,661
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$720,466
Participant contributions at end of year2011-12-31$95,830
Participant contributions at beginning of year2011-12-31$43,866
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$51,070
Other income not declared elsewhere2011-12-31$22,207
Administrative expenses (other) incurred2011-12-31$23,380
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$1,088,158
Value of net assets at end of year (total assets less liabilities)2011-12-31$4,788,633
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$3,700,475
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 registered invesment companies (eg mutual funds) at end of year2011-12-31$4,692,803
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$3,656,609
Interest on participant loans2011-12-31$2,577
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-139,432
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$1,005,281
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$585,292
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 name2011-12-31GORFINE SCHILLER & GARDYN
Accountancy firm EIN2011-12-31521231901
2010 : THE CHIMES, INC. 403(B) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$2,017,234
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$246,827
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$216,271
Value of total corrective distributions2010-12-31$14,802
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,723,098
Value of total assets at end of year2010-12-31$3,700,475
Value of total assets at beginning of year2010-12-31$1,930,068
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$15,754
Total interest from all sources2010-12-31$1,202
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$23,107
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$23,107
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$728,999
Participant contributions at end of year2010-12-31$43,866
Participant contributions at beginning of year2010-12-31$12,897
Other income not declared elsewhere2010-12-31$9,209
Administrative expenses (other) incurred2010-12-31$15,754
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$1,770,407
Value of net assets at end of year (total assets less liabilities)2010-12-31$3,700,475
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$1,930,068
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 registered invesment companies (eg mutual funds) at end of year2010-12-31$3,656,609
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$1,917,171
Interest on participant loans2010-12-31$1,202
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$260,618
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$994,099
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$216,271
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 name2010-12-31GORFINE SCHILLER & GARDYN
Accountancy firm EIN2010-12-31521231901
2009 : THE CHIMES, INC. 403(B) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for THE CHIMES, INC. 403(B) PLAN

2022: THE CHIMES, INC. 403(B) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: THE CHIMES, INC. 403(B) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: THE CHIMES, INC. 403(B) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: THE CHIMES, INC. 403(B) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: THE CHIMES, INC. 403(B) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: THE CHIMES, INC. 403(B) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: THE CHIMES, INC. 403(B) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: THE CHIMES, INC. 403(B) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: THE CHIMES, INC. 403(B) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: THE CHIMES, INC. 403(B) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: THE CHIMES, INC. 403(B) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: THE CHIMES, INC. 403(B) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: THE CHIMES, INC. 403(B) PLAN 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 – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: THE CHIMES, INC. 403(B) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number
Policy instance 5
Number of Individuals Covered41
Insurance policy start date2022-10-24
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number015643-G
Policy instance 4
Insurance contract or identification number015643-G
Number of Individuals Covered4
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 $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number789143
Policy instance 3
Insurance contract or identification number789143
Number of Individuals Covered3
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number788004
Policy instance 2
Insurance contract or identification number788004
Number of Individuals Covered5
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number777177
Policy instance 1
Insurance contract or identification number777177
Number of Individuals Covered67
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number777177
Policy instance 1
Insurance contract or identification number777177
Number of Individuals Covered69
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 $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number788004
Policy instance 2
Insurance contract or identification number788004
Number of Individuals Covered5
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 $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number789143
Policy instance 3
Insurance contract or identification number789143
Number of Individuals Covered4
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 $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number015643-G
Policy instance 4
Insurance contract or identification number015643-G
Number of Individuals Covered4
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 $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number015643-G
Policy instance 4
Insurance contract or identification number015643-G
Number of Individuals Covered4
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 $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number789143
Policy instance 3
Insurance contract or identification number789143
Number of Individuals Covered5
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 $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number788004
Policy instance 2
Insurance contract or identification number788004
Number of Individuals Covered5
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 $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number777177
Policy instance 1
Insurance contract or identification number777177
Number of Individuals Covered71
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 $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number788004
Policy instance 2
Insurance contract or identification number788004
Number of Individuals Covered5
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 $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number789143
Policy instance 3
Insurance contract or identification number789143
Number of Individuals Covered5
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 $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number015643-G
Policy instance 4
Insurance contract or identification number015643-G
Number of Individuals Covered4
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 $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 5
Insurance contract or identification number613953
Number of Individuals Covered0
Insurance policy start date2019-01-01
Insurance policy end date2019-02-08
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number777177
Policy instance 1
Insurance contract or identification number777177
Number of Individuals Covered72
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 $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number789143
Policy instance 3
Insurance contract or identification number789143
Number of Individuals Covered5
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 $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number788004
Policy instance 2
Insurance contract or identification number788004
Number of Individuals Covered5
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 $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number015643-G
Policy instance 4
Insurance contract or identification number015643-G
Number of Individuals Covered4
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 $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 5
Insurance contract or identification number613953
Number of Individuals Covered276
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 $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number777177
Policy instance 1
Insurance contract or identification number777177
Number of Individuals Covered80
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 $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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

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