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EMPLOYEE BENEFIT PLAN OF THE CHILDREN S HOME, INC. 401k Plan overview

Plan NameEMPLOYEE BENEFIT PLAN OF THE CHILDREN S HOME, INC.
Plan identification number 001

EMPLOYEE BENEFIT PLAN OF THE CHILDREN S HOME, INC. Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

THE CHILDREN S HOME, INC. has sponsored the creation of one or more 401k plans.

Company Name:THE CHILDREN S HOME, INC.
Employer identification number (EIN):520608012
NAIC Classification:624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EMPLOYEE BENEFIT PLAN OF THE CHILDREN S HOME, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-07-01
0012021-07-01
0012020-07-01
0012019-07-01
0012018-07-01
0012017-07-01
0012016-07-01ANDRE COOPER ANDRE COOPER2018-04-04
0012015-07-01ANDRE COOPER ANDRE COOPER2017-02-27
0012015-07-01 ANDRE COOPER2017-02-24
0012014-07-01ANDRE COOPER ANDRE COOPER2016-04-15
0012013-07-01ANDRE COOPER ANDRE COOPER2015-04-10
0012012-07-01ANDRE COOPER ANDRE COOPER2014-02-18
0012011-07-01ANDRE COOPER ANDRE COOPER2013-01-31
0012009-07-01ANDRE COOPER ANDRE COOPER2011-01-28

Plan Statistics for EMPLOYEE BENEFIT PLAN OF THE CHILDREN S HOME, INC.

401k plan membership statisitcs for EMPLOYEE BENEFIT PLAN OF THE CHILDREN S HOME, INC.

Measure Date Value
2021: EMPLOYEE BENEFIT PLAN OF THE CHILDREN S HOME, INC. 2021 401k membership
Total participants, beginning-of-year2021-07-01127
Total number of active participants reported on line 7a of the Form 55002021-07-0154
Number of retired or separated participants receiving benefits2021-07-010
Number of other retired or separated participants entitled to future benefits2021-07-0141
Total of all active and inactive participants2021-07-0195
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-010
Total participants2021-07-0195
Number of participants with account balances2021-07-0187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-017
2020: EMPLOYEE BENEFIT PLAN OF THE CHILDREN S HOME, INC. 2020 401k membership
Total participants, beginning-of-year2020-07-01109
Total number of active participants reported on line 7a of the Form 55002020-07-0163
Number of retired or separated participants receiving benefits2020-07-010
Number of other retired or separated participants entitled to future benefits2020-07-0163
Total of all active and inactive participants2020-07-01126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-011
Total participants2020-07-01127
Number of participants with account balances2020-07-01124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-0113
2019: EMPLOYEE BENEFIT PLAN OF THE CHILDREN S HOME, INC. 2019 401k membership
Total participants, beginning-of-year2019-07-01112
Total number of active participants reported on line 7a of the Form 55002019-07-0156
Number of retired or separated participants receiving benefits2019-07-010
Number of other retired or separated participants entitled to future benefits2019-07-0152
Total of all active and inactive participants2019-07-01108
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-011
Total participants2019-07-01109
Number of participants with account balances2019-07-01106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-0113
2018: EMPLOYEE BENEFIT PLAN OF THE CHILDREN S HOME, INC. 2018 401k membership
Total participants, beginning-of-year2018-07-01126
Total number of active participants reported on line 7a of the Form 55002018-07-0163
Number of retired or separated participants receiving benefits2018-07-010
Number of other retired or separated participants entitled to future benefits2018-07-0149
Total of all active and inactive participants2018-07-01112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-010
Total participants2018-07-01112
Number of participants with account balances2018-07-01106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-0115
2017: EMPLOYEE BENEFIT PLAN OF THE CHILDREN S HOME, INC. 2017 401k membership
Total participants, beginning-of-year2017-07-01101
Total number of active participants reported on line 7a of the Form 55002017-07-0171
Number of retired or separated participants receiving benefits2017-07-010
Number of other retired or separated participants entitled to future benefits2017-07-0155
Total of all active and inactive participants2017-07-01126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-010
Total participants2017-07-01126
Number of participants with account balances2017-07-01119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-019
2016: EMPLOYEE BENEFIT PLAN OF THE CHILDREN S HOME, INC. 2016 401k membership
Total participants, beginning-of-year2016-07-01101
Total number of active participants reported on line 7a of the Form 55002016-07-0168
Number of retired or separated participants receiving benefits2016-07-010
Number of other retired or separated participants entitled to future benefits2016-07-0133
Total of all active and inactive participants2016-07-01101
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-010
Total participants2016-07-01101
Number of participants with account balances2016-07-0193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-0112
2015: EMPLOYEE BENEFIT PLAN OF THE CHILDREN S HOME, INC. 2015 401k membership
Total participants, beginning-of-year2015-07-01103
Total number of active participants reported on line 7a of the Form 55002015-07-0175
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-0126
Total of all active and inactive participants2015-07-01101
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-010
Total participants2015-07-01101
Number of participants with account balances2015-07-01101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-0124
2014: EMPLOYEE BENEFIT PLAN OF THE CHILDREN S HOME, INC. 2014 401k membership
Total participants, beginning-of-year2014-07-01104
Total number of active participants reported on line 7a of the Form 55002014-07-0181
Number of retired or separated participants receiving benefits2014-07-010
Number of other retired or separated participants entitled to future benefits2014-07-0121
Total of all active and inactive participants2014-07-01102
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-011
Total participants2014-07-01103
Number of participants with account balances2014-07-01103
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-0117
2013: EMPLOYEE BENEFIT PLAN OF THE CHILDREN S HOME, INC. 2013 401k membership
Total participants, beginning-of-year2013-07-01110
Total number of active participants reported on line 7a of the Form 55002013-07-0175
Number of retired or separated participants receiving benefits2013-07-010
Number of other retired or separated participants entitled to future benefits2013-07-0128
Total of all active and inactive participants2013-07-01103
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-011
Total participants2013-07-01104
Number of participants with account balances2013-07-0192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-019
2012: EMPLOYEE BENEFIT PLAN OF THE CHILDREN S HOME, INC. 2012 401k membership
Total participants, beginning-of-year2012-07-01108
Total number of active participants reported on line 7a of the Form 55002012-07-0182
Number of retired or separated participants receiving benefits2012-07-010
Number of other retired or separated participants entitled to future benefits2012-07-0128
Total of all active and inactive participants2012-07-01110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-011
Total participants2012-07-01111
Number of participants with account balances2012-07-01108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-015
2011: EMPLOYEE BENEFIT PLAN OF THE CHILDREN S HOME, INC. 2011 401k membership
Total participants, beginning-of-year2011-07-01100
Total number of active participants reported on line 7a of the Form 55002011-07-0180
Number of retired or separated participants receiving benefits2011-07-010
Number of other retired or separated participants entitled to future benefits2011-07-0128
Total of all active and inactive participants2011-07-01108
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-010
Total participants2011-07-01108
Number of participants with account balances2011-07-01108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-017
2009: EMPLOYEE BENEFIT PLAN OF THE CHILDREN S HOME, INC. 2009 401k membership
Total participants, beginning-of-year2009-07-01141
Total number of active participants reported on line 7a of the Form 55002009-07-0185
Number of retired or separated participants receiving benefits2009-07-010
Number of other retired or separated participants entitled to future benefits2009-07-0128
Total of all active and inactive participants2009-07-01113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-010
Total participants2009-07-01113
Number of participants with account balances2009-07-0191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-011

Financial Data on EMPLOYEE BENEFIT PLAN OF THE CHILDREN S HOME, INC.

Measure Date Value
2022 : EMPLOYEE BENEFIT PLAN OF THE CHILDREN S HOME, INC. 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-06-30$0
Total unrealized appreciation/depreciation of assets2022-06-30$0
Total transfer of assets to this plan2022-06-30$2,520
Total transfer of assets from this plan2022-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total income from all sources (including contributions)2022-06-30$-108,356
Total loss/gain on sale of assets2022-06-30$0
Total of all expenses incurred2022-06-30$232,585
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$231,905
Expenses. Certain deemed distributions of participant loans2022-06-30$0
Value of total corrective distributions2022-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$128,212
Value of total assets at end of year2022-06-30$1,738,005
Value of total assets at beginning of year2022-06-30$2,076,426
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$680
Total interest from all sources2022-06-30$315
Total dividends received (eg from common stock, registered investment company shares)2022-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2022-06-30$0
Assets. Real estate other than employer real property at end of year2022-06-30$0
Assets. Real estate other than employer real property at beginning of year2022-06-30$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2022-06-30$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2022-06-30$0
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$265,000
If this is an individual account plan, was there a blackout period2022-06-30No
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Contributions received from participants2022-06-30$105,282
Participant contributions at end of year2022-06-30$28,232
Participant contributions at beginning of year2022-06-30$30,773
Participant contributions at end of year2022-06-30$0
Participant contributions at beginning of year2022-06-30$0
Assets. Other investments not covered elsewhere at end of year2022-06-30$0
Assets. Other investments not covered elsewhere at beginning of year2022-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2022-06-30$0
Assets. Loans (other than to participants) at end of year2022-06-30$0
Assets. Loans (other than to participants) at beginning of year2022-06-30$0
Other income not declared elsewhere2022-06-30$0
Administrative expenses (other) incurred2022-06-30$680
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Income. Non cash contributions2022-06-30$0
Value of net income/loss2022-06-30$-340,941
Value of net assets at end of year (total assets less liabilities)2022-06-30$1,738,005
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$2,076,426
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30No
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Assets. partnership/joint venture interests at end of year2022-06-30$0
Assets. partnership/joint venture interests at beginning of year2022-06-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-06-30$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-06-30$0
Value of interest in pooled separate accounts at end of year2022-06-30$1,684,497
Value of interest in pooled separate accounts at beginning of year2022-06-30$2,019,975
Interest on participant loans2022-06-30$179
Income. Interest from loans (other than to participants)2022-06-30$0
Interest earned on other investments2022-06-30$136
Income. Interest from US Government securities2022-06-30$0
Income. Interest from corporate debt instruments2022-06-30$0
Value of interest in master investment trust accounts at end of year2022-06-30$0
Value of interest in master investment trust accounts at beginning of year2022-06-30$0
Value of interest in common/collective trusts at end of year2022-06-30$0
Value of interest in common/collective trusts at beginning of year2022-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-06-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-06-30$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-06-30$0
Assets. Value of investments in 103.12 investment entities at end of year2022-06-30$0
Assets. Value of investments in 103.12 investment entities at beginning of year2022-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-06-30$25,276
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-06-30$25,678
Expenses. Payments to insurance carriers foe the provision of benefits2022-06-30$0
Asset value of US Government securities at end of year2022-06-30$0
Asset value of US Government securities at beginning of year2022-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-06-30$0
Net investment gain/loss from pooled separate accounts2022-06-30$-236,883
Net investment gain or loss from common/collective trusts2022-06-30$0
Net gain/loss from 103.12 investment entities2022-06-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30No
Was there a failure to transmit to the plan any participant contributions2022-06-30No
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Contributions received in cash from employer2022-06-30$22,930
Employer contributions (assets) at end of year2022-06-30$0
Employer contributions (assets) at beginning of year2022-06-30$0
Income. Dividends from preferred stock2022-06-30$0
Income. Dividends from common stock2022-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$231,905
Asset. Corporate debt instrument preferred debt at end of year2022-06-30$0
Asset. Corporate debt instrument preferred debt at beginning of year2022-06-30$0
Asset. Corporate debt instrument debt (other) at end of year2022-06-30$0
Asset. Corporate debt instrument debt (other) at beginning of year2022-06-30$0
Assets. Corporate common stocks other than exployer securities at end of year2022-06-30$0
Assets. Corporate common stocks other than exployer securities at beginning of year2022-06-30$0
Did the plan have assets held for investment2022-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-30No
Aggregate proceeds on sale of assets2022-06-30$0
Aggregate carrying amount (costs) on sale of assets2022-06-30$0
Opinion of an independent qualified public accountant for this plan2022-06-30Disclaimer
Accountancy firm name2022-06-30KBST&M
Accountancy firm EIN2022-06-30521365413
2021 : EMPLOYEE BENEFIT PLAN OF THE CHILDREN S HOME, INC. 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total income from all sources (including contributions)2021-06-30$555,360
Total loss/gain on sale of assets2021-06-30$0
Total of all expenses incurred2021-06-30$223,741
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$218,993
Expenses. Certain deemed distributions of participant loans2021-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$132,359
Value of total assets at end of year2021-06-30$2,076,426
Value of total assets at beginning of year2021-06-30$1,744,807
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$4,748
Total interest from all sources2021-06-30$1,315
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Was this plan covered by a fidelity bond2021-06-30Yes
If this is an individual account plan, was there a blackout period2021-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-06-30$0
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Contributions received from participants2021-06-30$113,878
Participant contributions at end of year2021-06-30$30,773
Participant contributions at beginning of year2021-06-30$10,128
Income. Received or receivable in cash from other sources (including rollovers)2021-06-30$0
Other income not declared elsewhere2021-06-30$0
Administrative expenses (other) incurred2021-06-30$4,748
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$331,619
Value of net assets at end of year (total assets less liabilities)2021-06-30$2,076,426
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$1,744,807
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-06-30$2,019,975
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-06-30$1,690,451
Interest on participant loans2021-06-30$1,059
Interest earned on other investments2021-06-30$256
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-06-30$25,678
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-06-30$44,228
Expenses. Payments to insurance carriers foe the provision of benefits2021-06-30$0
Net investment gain/loss from pooled separate accounts2021-06-30$421,686
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30No
Was there a failure to transmit to the plan any participant contributions2021-06-30No
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Contributions received in cash from employer2021-06-30$18,481
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$218,993
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Opinion of an independent qualified public accountant for this plan2021-06-30Disclaimer
Accountancy firm name2021-06-30KBST&M
Accountancy firm EIN2021-06-30521365413
2020 : EMPLOYEE BENEFIT PLAN OF THE CHILDREN S HOME, INC. 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total income from all sources (including contributions)2020-06-30$143,515
Total loss/gain on sale of assets2020-06-30$0
Total of all expenses incurred2020-06-30$87,454
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$78,510
Expenses. Certain deemed distributions of participant loans2020-06-30$0
Value of total corrective distributions2020-06-30$8,196
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$114,838
Value of total assets at end of year2020-06-30$1,744,807
Value of total assets at beginning of year2020-06-30$1,688,746
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$748
Total interest from all sources2020-06-30$1,496
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$265,000
If this is an individual account plan, was there a blackout period2020-06-30No
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Contributions received from participants2020-06-30$93,219
Participant contributions at end of year2020-06-30$10,128
Participant contributions at beginning of year2020-06-30$39,251
Income. Received or receivable in cash from other sources (including rollovers)2020-06-30$11
Other income not declared elsewhere2020-06-30$0
Administrative expenses (other) incurred2020-06-30$748
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$56,061
Value of net assets at end of year (total assets less liabilities)2020-06-30$1,744,807
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$1,688,746
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-06-30$1,690,451
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$1,635,982
Interest on participant loans2020-06-30$947
Interest earned on other investments2020-06-30$549
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-06-30$44,228
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-06-30$13,513
Expenses. Payments to insurance carriers foe the provision of benefits2020-06-30$0
Net investment gain/loss from pooled separate accounts2020-06-30$27,181
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30No
Was there a failure to transmit to the plan any participant contributions2020-06-30Yes
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Contributions received in cash from employer2020-06-30$21,608
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$78,510
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30Yes
Opinion of an independent qualified public accountant for this plan2020-06-30Disclaimer
Accountancy firm name2020-06-30KBST&M
Accountancy firm EIN2020-06-30521365413
2019 : EMPLOYEE BENEFIT PLAN OF THE CHILDREN S HOME, INC. 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total income from all sources (including contributions)2019-06-30$188,178
Total loss/gain on sale of assets2019-06-30$0
Total of all expenses incurred2019-06-30$157,075
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$156,306
Expenses. Certain deemed distributions of participant loans2019-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$114,072
Value of total assets at end of year2019-06-30$1,688,746
Value of total assets at beginning of year2019-06-30$1,657,643
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$769
Total interest from all sources2019-06-30$2,032
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$140,000
If this is an individual account plan, was there a blackout period2019-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-06-30$0
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Contributions received from participants2019-06-30$92,963
Participant contributions at end of year2019-06-30$39,251
Participant contributions at beginning of year2019-06-30$42,341
Income. Received or receivable in cash from other sources (including rollovers)2019-06-30$68
Other income not declared elsewhere2019-06-30$0
Administrative expenses (other) incurred2019-06-30$769
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$31,103
Value of net assets at end of year (total assets less liabilities)2019-06-30$1,688,746
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$1,657,643
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-06-30$1,635,982
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$1,592,698
Interest on participant loans2019-06-30$1,809
Interest earned on other investments2019-06-30$223
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-06-30$13,513
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-06-30$22,604
Expenses. Payments to insurance carriers foe the provision of benefits2019-06-30$0
Net investment gain/loss from pooled separate accounts2019-06-30$72,074
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30No
Was there a failure to transmit to the plan any participant contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Contributions received in cash from employer2019-06-30$21,041
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$156,306
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30Yes
Opinion of an independent qualified public accountant for this plan2019-06-30Disclaimer
Accountancy firm name2019-06-30KBST&M
Accountancy firm EIN2019-06-30521365413
2018 : EMPLOYEE BENEFIT PLAN OF THE CHILDREN S HOME, INC. 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total income from all sources (including contributions)2018-06-30$279,241
Total loss/gain on sale of assets2018-06-30$0
Total of all expenses incurred2018-06-30$98,135
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$78,140
Expenses. Certain deemed distributions of participant loans2018-06-30$19,129
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$162,246
Value of total assets at end of year2018-06-30$1,657,643
Value of total assets at beginning of year2018-06-30$1,476,537
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$866
Total interest from all sources2018-06-30$1,946
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$175,000
If this is an individual account plan, was there a blackout period2018-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-06-30$0
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Contributions received from participants2018-06-30$101,927
Participant contributions at end of year2018-06-30$42,340
Participant contributions at beginning of year2018-06-30$38,621
Income. Received or receivable in cash from other sources (including rollovers)2018-06-30$41,752
Other income not declared elsewhere2018-06-30$0
Administrative expenses (other) incurred2018-06-30$866
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$181,106
Value of net assets at end of year (total assets less liabilities)2018-06-30$1,657,643
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$1,476,537
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-06-30$1,592,698
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$1,403,924
Interest on participant loans2018-06-30$1,648
Interest earned on other investments2018-06-30$298
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-06-30$22,605
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-06-30$33,992
Expenses. Payments to insurance carriers foe the provision of benefits2018-06-30$0
Net investment gain/loss from pooled separate accounts2018-06-30$115,049
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30No
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Contributions received in cash from employer2018-06-30$18,567
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$78,140
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30Yes
Opinion of an independent qualified public accountant for this plan2018-06-30Disclaimer
Accountancy firm name2018-06-30KBST&M
Accountancy firm EIN2018-06-30521365413
2017 : EMPLOYEE BENEFIT PLAN OF THE CHILDREN S HOME, INC. 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total income from all sources (including contributions)2017-06-30$270,536
Total loss/gain on sale of assets2017-06-30$0
Total of all expenses incurred2017-06-30$44,221
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$43,396
Expenses. Certain deemed distributions of participant loans2017-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$121,020
Value of total assets at end of year2017-06-30$1,476,537
Value of total assets at beginning of year2017-06-30$1,250,222
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$825
Total interest from all sources2017-06-30$1,904
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$140,000
If this is an individual account plan, was there a blackout period2017-06-30No
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Contributions received from participants2017-06-30$95,761
Participant contributions at end of year2017-06-30$38,621
Participant contributions at beginning of year2017-06-30$28,595
Income. Received or receivable in cash from other sources (including rollovers)2017-06-30$3
Other income not declared elsewhere2017-06-30$0
Administrative expenses (other) incurred2017-06-30$825
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$226,315
Value of net assets at end of year (total assets less liabilities)2017-06-30$1,476,537
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$1,250,222
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-06-30$1,403,924
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$1,188,135
Interest on participant loans2017-06-30$1,592
Interest earned on other investments2017-06-30$312
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-06-30$33,992
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-06-30$33,492
Expenses. Payments to insurance carriers foe the provision of benefits2017-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-06-30$147,612
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30No
Was there a failure to transmit to the plan any participant contributions2017-06-30Yes
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$25,256
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$43,396
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30Yes
Opinion of an independent qualified public accountant for this plan2017-06-30Disclaimer
Accountancy firm name2017-06-30KBST&M, P.A.
Accountancy firm EIN2017-06-30521365413
2016 : EMPLOYEE BENEFIT PLAN OF THE CHILDREN S HOME, INC. 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total income from all sources (including contributions)2016-06-30$171,504
Total loss/gain on sale of assets2016-06-30$0
Total of all expenses incurred2016-06-30$63,841
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$60,290
Expenses. Certain deemed distributions of participant loans2016-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$164,378
Value of total assets at end of year2016-06-30$1,250,222
Value of total assets at beginning of year2016-06-30$1,142,559
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$3,551
Total interest from all sources2016-06-30$1,448
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$140,000
If this is an individual account plan, was there a blackout period2016-06-30No
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Contributions received from participants2016-06-30$104,182
Participant contributions at end of year2016-06-30$28,595
Participant contributions at beginning of year2016-06-30$28,125
Income. Received or receivable in cash from other sources (including rollovers)2016-06-30$48,460
Other income not declared elsewhere2016-06-30$0
Administrative expenses (other) incurred2016-06-30$3,551
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$107,663
Value of net assets at end of year (total assets less liabilities)2016-06-30$1,250,222
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$1,142,559
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$1,188,135
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$1,076,916
Interest on participant loans2016-06-30$1,133
Interest earned on other investments2016-06-30$315
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-06-30$33,492
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-06-30$37,518
Expenses. Payments to insurance carriers foe the provision of benefits2016-06-30$0
Net investment gain/loss from pooled separate accounts2016-06-30$5,678
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30No
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$11,736
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$60,290
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30Yes
Opinion of an independent qualified public accountant for this plan2016-06-30Disclaimer
Accountancy firm name2016-06-30KAHN BERMAN SOLOMON TAILBLE & MOGEL
Accountancy firm EIN2016-06-30521365413
2015 : EMPLOYEE BENEFIT PLAN OF THE CHILDREN S HOME, INC. 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total income from all sources (including contributions)2015-06-30$115,819
Total loss/gain on sale of assets2015-06-30$0
Total of all expenses incurred2015-06-30$86,503
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$79,095
Expenses. Certain deemed distributions of participant loans2015-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$105,557
Value of total assets at end of year2015-06-30$1,142,559
Value of total assets at beginning of year2015-06-30$1,113,243
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$7,408
Total interest from all sources2015-06-30$858
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$140,000
If this is an individual account plan, was there a blackout period2015-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-06-30$0
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Contributions received from participants2015-06-30$101,767
Participant contributions at end of year2015-06-30$28,125
Participant contributions at beginning of year2015-06-30$39,392
Participant contributions at beginning of year2015-06-30$3,292
Other income not declared elsewhere2015-06-30$0
Administrative expenses (other) incurred2015-06-30$7,408
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$29,316
Value of net assets at end of year (total assets less liabilities)2015-06-30$1,142,559
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$1,113,243
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-06-30$1,076,916
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$925,229
Interest on participant loans2015-06-30$649
Interest earned on other investments2015-06-30$209
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-06-30$126,983
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-06-30$126,983
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-06-30$37,518
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-06-30$0
Expenses. Payments to insurance carriers foe the provision of benefits2015-06-30$0
Net investment gain/loss from pooled separate accounts2015-06-30$9,404
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30No
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$3,790
Employer contributions (assets) at beginning of year2015-06-30$18,347
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$79,095
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30Yes
Opinion of an independent qualified public accountant for this plan2015-06-30Disclaimer
Accountancy firm name2015-06-30KAHN BERMAN SOLOMON TAILBLE & MOGEL
Accountancy firm EIN2015-06-30521365413
2014 : EMPLOYEE BENEFIT PLAN OF THE CHILDREN S HOME, INC. 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total income from all sources (including contributions)2014-06-30$252,423
Total loss/gain on sale of assets2014-06-30$0
Total of all expenses incurred2014-06-30$210,451
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$204,885
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$107,550
Value of total assets at end of year2014-06-30$1,113,243
Value of total assets at beginning of year2014-06-30$1,071,271
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$5,566
Total interest from all sources2014-06-30$1,678
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Administrative expenses professional fees incurred2014-06-30$5,566
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$140,000
If this is an individual account plan, was there a blackout period2014-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-06-30$0
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Contributions received from participants2014-06-30$89,951
Participant contributions at end of year2014-06-30$39,392
Participant contributions at beginning of year2014-06-30$25,646
Participant contributions at end of year2014-06-30$3,292
Participant contributions at beginning of year2014-06-30$3,318
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$41,972
Value of net assets at end of year (total assets less liabilities)2014-06-30$1,113,243
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$1,071,271
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-06-30$925,229
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$894,828
Interest on participant loans2014-06-30$1,574
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-06-30$126,983
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-06-30$130,413
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-06-30$130,413
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-06-30$104
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-06-30$143,195
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30No
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Contributions received in cash from employer2014-06-30$17,599
Employer contributions (assets) at end of year2014-06-30$18,347
Employer contributions (assets) at beginning of year2014-06-30$17,066
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$204,885
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30Yes
Opinion of an independent qualified public accountant for this plan2014-06-30Disclaimer
Accountancy firm name2014-06-30KAHN BERMAN SOLOMON TAILBLE & MOGEL
Accountancy firm EIN2014-06-30521365413
2013 : EMPLOYEE BENEFIT PLAN OF THE CHILDREN S HOME, INC. 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total income from all sources (including contributions)2013-06-30$212,683
Total loss/gain on sale of assets2013-06-30$0
Total of all expenses incurred2013-06-30$101,308
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$96,694
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$111,858
Value of total assets at end of year2013-06-30$1,071,271
Value of total assets at beginning of year2013-06-30$959,896
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$4,614
Total interest from all sources2013-06-30$1,180
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Administrative expenses professional fees incurred2013-06-30$4,614
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$140,000
If this is an individual account plan, was there a blackout period2013-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-06-30$0
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Contributions received from participants2013-06-30$91,985
Participant contributions at end of year2013-06-30$25,646
Participant contributions at beginning of year2013-06-30$29,202
Participant contributions at end of year2013-06-30$3,318
Participant contributions at beginning of year2013-06-30$2,546
Income. Received or receivable in cash from other sources (including rollovers)2013-06-30$3,351
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$111,375
Value of net assets at end of year (total assets less liabilities)2013-06-30$1,071,271
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$959,896
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-06-30$894,828
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-06-30$788,572
Interest on participant loans2013-06-30$1,089
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-06-30$130,413
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-06-30$124,273
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-06-30$124,273
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-06-30$91
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-06-30$99,645
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30No
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$16,522
Employer contributions (assets) at end of year2013-06-30$17,066
Employer contributions (assets) at beginning of year2013-06-30$15,303
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$96,694
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30Yes
Opinion of an independent qualified public accountant for this plan2013-06-30Disclaimer
Accountancy firm name2013-06-30KAHN BERMAN SOLOMON TAIBLE & MOGEL
Accountancy firm EIN2013-06-30521365413
2012 : EMPLOYEE BENEFIT PLAN OF THE CHILDREN S HOME, INC. 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-06-30$0
Total transfer of assets to this plan2012-06-30$4,045
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total income from all sources (including contributions)2012-06-30$116,543
Total loss/gain on sale of assets2012-06-30$0
Total of all expenses incurred2012-06-30$244,134
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$239,147
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$103,642
Value of total assets at end of year2012-06-30$959,896
Value of total assets at beginning of year2012-06-30$1,083,442
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$4,987
Total interest from all sources2012-06-30$1,492
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Administrative expenses professional fees incurred2012-06-30$4,987
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$70,000
If this is an individual account plan, was there a blackout period2012-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-06-30$0
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Contributions received from participants2012-06-30$88,088
Participant contributions at end of year2012-06-30$29,202
Participant contributions at beginning of year2012-06-30$44,454
Participant contributions at end of year2012-06-30$2,546
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$-127,591
Value of net assets at end of year (total assets less liabilities)2012-06-30$959,896
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$1,083,442
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-06-30$788,572
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-06-30$828,864
Interest on participant loans2012-06-30$1,403
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-06-30$124,273
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-06-30$149,140
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-06-30$149,140
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-06-30$89
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-06-30$11,409
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30No
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$15,554
Employer contributions (assets) at end of year2012-06-30$15,303
Employer contributions (assets) at beginning of year2012-06-30$60,984
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$239,147
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30Yes
Opinion of an independent qualified public accountant for this plan2012-06-30Unqualified
Accountancy firm name2012-06-30KAHN BERMAN SOLOMON TAIBLE & MOGEL
Accountancy firm EIN2012-06-30521365413
2011 : EMPLOYEE BENEFIT PLAN OF THE CHILDREN S HOME, INC. 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total income from all sources (including contributions)2011-06-30$306,169
Total loss/gain on sale of assets2011-06-30$0
Total of all expenses incurred2011-06-30$162,368
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$157,292
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$153,624
Value of total assets at end of year2011-06-30$1,083,442
Value of total assets at beginning of year2011-06-30$939,641
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$5,076
Total interest from all sources2011-06-30$1,639
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Administrative expenses professional fees incurred2011-06-30$5,076
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$70,000
If this is an individual account plan, was there a blackout period2011-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-06-30$0
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Contributions received from participants2011-06-30$89,637
Participant contributions at end of year2011-06-30$44,454
Participant contributions at beginning of year2011-06-30$38,254
Income. Received or receivable in cash from other sources (including rollovers)2011-06-30$3,003
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$143,801
Value of net assets at end of year (total assets less liabilities)2011-06-30$1,083,442
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$939,641
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-06-30$828,864
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-06-30$716,537
Interest on participant loans2011-06-30$1,555
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-06-30$149,140
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-06-30$137,961
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-06-30$137,961
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-06-30$84
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-06-30$150,906
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30Yes
Was there a failure to transmit to the plan any participant contributions2011-06-30Yes
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$60,984
Employer contributions (assets) at end of year2011-06-30$60,984
Employer contributions (assets) at beginning of year2011-06-30$46,889
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$157,292
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30Yes
Opinion of an independent qualified public accountant for this plan2011-06-30Disclaimer
Accountancy firm name2011-06-30KAHN BERMAN SOLOMON TAIBLE & MOGEL
Accountancy firm EIN2011-06-30521365413

Form 5500 Responses for EMPLOYEE BENEFIT PLAN OF THE CHILDREN S HOME, INC.

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

Insurance Providers Used on plan

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number059408H
Policy instance 1
Insurance contract or identification number059408H
Number of Individuals Covered95
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $328
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees328
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number059408H
Policy instance 1
Insurance contract or identification number059408H
Number of Individuals Covered127
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $233
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 number059408H
Policy instance 1
Insurance contract or identification number059408H
Number of Individuals Covered109
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $372
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees372
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number059408H
Policy instance 1
Insurance contract or identification number059408H
Number of Individuals Covered112
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $518
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees518
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number059408H
Policy instance 1
Insurance contract or identification number059408H
Number of Individuals Covered126
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $869
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 number059408H
Policy instance 1
Insurance contract or identification number059408H
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
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?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number059408H
Policy instance 1
Insurance contract or identification number059408H
Number of Individuals Covered103
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
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?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

Potentially related plans

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