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403(B) THRIFT PLAN OF THE ARC OF BALTIMORE, INC. 401k Plan overview

Plan Name403(B) THRIFT PLAN OF THE ARC OF BALTIMORE, INC.
Plan identification number 003

403(B) THRIFT PLAN OF THE ARC OF BALTIMORE, INC. Benefits

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

401k Sponsoring company profile

THE ARC BALTIMORE, INC. has sponsored the creation of one or more 401k plans.

Company Name:THE ARC BALTIMORE, INC.
Employer identification number (EIN):520671428
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 403(B) THRIFT PLAN OF THE ARC OF BALTIMORE, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-07-01
0032021-07-01
0032020-07-01
0032019-07-01
0032018-07-01
0032017-07-01TRACY PRUITT
0032017-07-01TRACY PRUITT
0032016-07-01TRACY PRUITT
0032015-07-01TRACY PRUITT TRACY PRUITT2017-01-17
0032014-07-01TRACY PRUITT TRACY PRUITT2016-04-18
0032013-07-01TRACY PRUITT
0032012-07-01TRACY PRUITT
0032011-07-01DONALD BILES
0032009-07-01DONALD BILES

Plan Statistics for 403(B) THRIFT PLAN OF THE ARC OF BALTIMORE, INC.

401k plan membership statisitcs for 403(B) THRIFT PLAN OF THE ARC OF BALTIMORE, INC.

Measure Date Value
2022: 403(B) THRIFT PLAN OF THE ARC OF BALTIMORE, INC. 2022 401k membership
Total participants, beginning-of-year2022-07-01950
Total number of active participants reported on line 7a of the Form 55002022-07-01737
Number of retired or separated participants receiving benefits2022-07-0121
Number of other retired or separated participants entitled to future benefits2022-07-01326
Total of all active and inactive participants2022-07-011,084
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-07-010
Total participants2022-07-011,084
Number of participants with account balances2022-07-01851
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-07-0140
2021: 403(B) THRIFT PLAN OF THE ARC OF BALTIMORE, INC. 2021 401k membership
Total participants, beginning-of-year2021-07-01889
Total number of active participants reported on line 7a of the Form 55002021-07-01635
Number of retired or separated participants receiving benefits2021-07-010
Number of other retired or separated participants entitled to future benefits2021-07-01307
Total of all active and inactive participants2021-07-01942
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-018
Total participants2021-07-01950
Number of participants with account balances2021-07-01828
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-0172
2020: 403(B) THRIFT PLAN OF THE ARC OF BALTIMORE, INC. 2020 401k membership
Total participants, beginning-of-year2020-07-011,001
Total number of active participants reported on line 7a of the Form 55002020-07-01584
Number of retired or separated participants receiving benefits2020-07-010
Number of other retired or separated participants entitled to future benefits2020-07-01299
Total of all active and inactive participants2020-07-01883
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-016
Total participants2020-07-01889
Number of participants with account balances2020-07-01794
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-01101
2019: 403(B) THRIFT PLAN OF THE ARC OF BALTIMORE, INC. 2019 401k membership
Total participants, beginning-of-year2019-07-011,033
Total number of active participants reported on line 7a of the Form 55002019-07-01769
Number of retired or separated participants receiving benefits2019-07-010
Number of other retired or separated participants entitled to future benefits2019-07-01226
Total of all active and inactive participants2019-07-01995
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-016
Total participants2019-07-011,001
Number of participants with account balances2019-07-01897
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-01107
2018: 403(B) THRIFT PLAN OF THE ARC OF BALTIMORE, INC. 2018 401k membership
Total participants, beginning-of-year2018-07-011,043
Total number of active participants reported on line 7a of the Form 55002018-07-01835
Number of retired or separated participants receiving benefits2018-07-010
Number of other retired or separated participants entitled to future benefits2018-07-01192
Total of all active and inactive participants2018-07-011,027
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-016
Total participants2018-07-011,033
Number of participants with account balances2018-07-01920
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-01143
2017: 403(B) THRIFT PLAN OF THE ARC OF BALTIMORE, INC. 2017 401k membership
Total participants, beginning-of-year2017-07-011,032
Total number of active participants reported on line 7a of the Form 55002017-07-01887
Number of retired or separated participants receiving benefits2017-07-010
Number of other retired or separated participants entitled to future benefits2017-07-01152
Total of all active and inactive participants2017-07-011,039
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-014
Total participants2017-07-011,043
Number of participants with account balances2017-07-01929
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-01131
2016: 403(B) THRIFT PLAN OF THE ARC OF BALTIMORE, INC. 2016 401k membership
Total participants, beginning-of-year2016-07-01977
Total number of active participants reported on line 7a of the Form 55002016-07-01907
Number of retired or separated participants receiving benefits2016-07-010
Number of other retired or separated participants entitled to future benefits2016-07-01122
Total of all active and inactive participants2016-07-011,029
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-013
Total participants2016-07-011,032
Number of participants with account balances2016-07-01910
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-01142
2015: 403(B) THRIFT PLAN OF THE ARC OF BALTIMORE, INC. 2015 401k membership
Total participants, beginning-of-year2015-07-011,126
Total number of active participants reported on line 7a of the Form 55002015-07-01889
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-0186
Total of all active and inactive participants2015-07-01975
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-012
Total participants2015-07-01977
Number of participants with account balances2015-07-01976
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-01279
2014: 403(B) THRIFT PLAN OF THE ARC OF BALTIMORE, INC. 2014 401k membership
Total participants, beginning-of-year2014-07-011,136
Total number of active participants reported on line 7a of the Form 55002014-07-01877
Number of retired or separated participants receiving benefits2014-07-010
Number of other retired or separated participants entitled to future benefits2014-07-01243
Total of all active and inactive participants2014-07-011,120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-016
Total participants2014-07-011,126
Number of participants with account balances2014-07-011,124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-01128
2013: 403(B) THRIFT PLAN OF THE ARC OF BALTIMORE, INC. 2013 401k membership
Total participants, beginning-of-year2013-07-011,112
Total number of active participants reported on line 7a of the Form 55002013-07-01892
Number of retired or separated participants receiving benefits2013-07-010
Number of other retired or separated participants entitled to future benefits2013-07-01238
Total of all active and inactive participants2013-07-011,130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-016
Total participants2013-07-011,136
Number of participants with account balances2013-07-011,135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-0188
2012: 403(B) THRIFT PLAN OF THE ARC OF BALTIMORE, INC. 2012 401k membership
Total participants, beginning-of-year2012-07-011,126
Total number of active participants reported on line 7a of the Form 55002012-07-01928
Number of retired or separated participants receiving benefits2012-07-010
Number of other retired or separated participants entitled to future benefits2012-07-01180
Total of all active and inactive participants2012-07-011,108
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-014
Total participants2012-07-011,112
Number of participants with account balances2012-07-011,112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-01116
2011: 403(B) THRIFT PLAN OF THE ARC OF BALTIMORE, INC. 2011 401k membership
Total participants, beginning-of-year2011-07-011,110
Total number of active participants reported on line 7a of the Form 55002011-07-01942
Number of retired or separated participants receiving benefits2011-07-010
Number of other retired or separated participants entitled to future benefits2011-07-01183
Total of all active and inactive participants2011-07-011,125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-013
Total participants2011-07-011,128
Number of participants with account balances2011-07-011,128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-01126
2009: 403(B) THRIFT PLAN OF THE ARC OF BALTIMORE, INC. 2009 401k membership
Total participants, beginning-of-year2009-07-01752
Total number of active participants reported on line 7a of the Form 55002009-07-01730
Number of retired or separated participants receiving benefits2009-07-010
Number of other retired or separated participants entitled to future benefits2009-07-0173
Total of all active and inactive participants2009-07-01803
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-010
Total participants2009-07-01803
Number of participants with account balances2009-07-01803
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-0164

Financial Data on 403(B) THRIFT PLAN OF THE ARC OF BALTIMORE, INC.

Measure Date Value
2023 : 403(B) THRIFT PLAN OF THE ARC OF BALTIMORE, INC. 2023 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2023-06-30$0
Total unrealized appreciation/depreciation of assets2023-06-30$0
Total transfer of assets to this plan2023-06-30$0
Total transfer of assets from this plan2023-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-06-30$0
Total income from all sources (including contributions)2023-06-30$3,503,472
Total loss/gain on sale of assets2023-06-30$0
Total of all expenses incurred2023-06-30$1,451,473
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-06-30$1,446,017
Expenses. Certain deemed distributions of participant loans2023-06-30$0
Value of total corrective distributions2023-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-06-30$1,693,684
Value of total assets at end of year2023-06-30$21,108,872
Value of total assets at beginning of year2023-06-30$19,056,873
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-06-30$5,456
Total interest from all sources2023-06-30$39,745
Total dividends received (eg from common stock, registered investment company shares)2023-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2023-06-30$0
Assets. Real estate other than employer real property at end of year2023-06-30$0
Assets. Real estate other than employer real property at beginning of year2023-06-30$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2023-06-30$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2023-06-30$0
Was this plan covered by a fidelity bond2023-06-30Yes
Value of fidelity bond cover2023-06-30$500,000
If this is an individual account plan, was there a blackout period2023-06-30No
Were there any nonexempt tranactions with any party-in-interest2023-06-30No
Contributions received from participants2023-06-30$898,900
Participant contributions at end of year2023-06-30$0
Participant contributions at beginning of year2023-06-30$0
Participant contributions at end of year2023-06-30$0
Participant contributions at beginning of year2023-06-30$0
Assets. Other investments not covered elsewhere at end of year2023-06-30$0
Assets. Other investments not covered elsewhere at beginning of year2023-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2023-06-30$16,787
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2023-06-30$0
Assets. Loans (other than to participants) at end of year2023-06-30$0
Assets. Loans (other than to participants) at beginning of year2023-06-30$0
Other income not declared elsewhere2023-06-30$0
Administrative expenses (other) incurred2023-06-30$5,456
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-06-30No
Income. Non cash contributions2023-06-30$0
Value of net income/loss2023-06-30$2,051,999
Value of net assets at end of year (total assets less liabilities)2023-06-30$21,108,872
Value of net assets at beginning of year (total assets less liabilities)2023-06-30$19,056,873
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2023-06-30No
Were any leases to which the plan was party in default or uncollectible2023-06-30No
Assets. partnership/joint venture interests at end of year2023-06-30$0
Assets. partnership/joint venture interests at beginning of year2023-06-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-06-30$16,872,203
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-06-30$14,700,366
Value of interest in pooled separate accounts at end of year2023-06-30$0
Value of interest in pooled separate accounts at beginning of year2023-06-30$0
Interest on participant loans2023-06-30$0
Income. Interest from loans (other than to participants)2023-06-30$0
Interest earned on other investments2023-06-30$39,745
Income. Interest from US Government securities2023-06-30$0
Income. Interest from corporate debt instruments2023-06-30$0
Value of interest in master investment trust accounts at end of year2023-06-30$0
Value of interest in master investment trust accounts at beginning of year2023-06-30$0
Value of interest in common/collective trusts at end of year2023-06-30$0
Value of interest in common/collective trusts at beginning of year2023-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-06-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-06-30$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-06-30$0
Assets. Value of investments in 103.12 investment entities at end of year2023-06-30$0
Assets. Value of investments in 103.12 investment entities at beginning of year2023-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-06-30$4,236,669
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-06-30$4,356,507
Expenses. Payments to insurance carriers foe the provision of benefits2023-06-30$0
Asset value of US Government securities at end of year2023-06-30$0
Asset value of US Government securities at beginning of year2023-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-06-30$0
Net investment gain/loss from pooled separate accounts2023-06-30$1,770,043
Net investment gain or loss from common/collective trusts2023-06-30$0
Net gain/loss from 103.12 investment entities2023-06-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-06-30No
Was there a failure to transmit to the plan any participant contributions2023-06-30No
Has the plan failed to provide any benefit when due under the plan2023-06-30No
Contributions received in cash from employer2023-06-30$777,997
Employer contributions (assets) at end of year2023-06-30$0
Employer contributions (assets) at beginning of year2023-06-30$0
Income. Dividends from preferred stock2023-06-30$0
Income. Dividends from common stock2023-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-06-30$1,446,017
Asset. Corporate debt instrument preferred debt at end of year2023-06-30$0
Asset. Corporate debt instrument preferred debt at beginning of year2023-06-30$0
Asset. Corporate debt instrument debt (other) at end of year2023-06-30$0
Asset. Corporate debt instrument debt (other) at beginning of year2023-06-30$0
Assets. Corporate common stocks other than exployer securities at end of year2023-06-30$0
Assets. Corporate common stocks other than exployer securities at beginning of year2023-06-30$0
Did the plan have assets held for investment2023-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-06-30No
Aggregate proceeds on sale of assets2023-06-30$0
Aggregate carrying amount (costs) on sale of assets2023-06-30$0
Opinion of an independent qualified public accountant for this plan2023-06-30Unqualified
Accountancy firm name2023-06-30ELIN & TUCKER, CHARTERED
Accountancy firm EIN2023-06-30520959934
2022 : 403(B) THRIFT PLAN OF THE ARC OF BALTIMORE, INC. 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-06-30$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$0
Total income from all sources (including contributions)2022-06-30$-693,659
Total loss/gain on sale of assets2022-06-30$0
Total of all expenses incurred2022-06-30$1,586,679
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$1,578,121
Expenses. Certain deemed distributions of participant loans2022-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$1,677,052
Value of total assets at end of year2022-06-30$19,056,873
Value of total assets at beginning of year2022-06-30$21,337,211
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$8,558
Total interest from all sources2022-06-30$28,242
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
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$500,000
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$801,049
Income. Received or receivable in cash from other sources (including rollovers)2022-06-30$131,371
Other income not declared elsewhere2022-06-30$37
Administrative expenses (other) incurred2022-06-30$8,558
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$-2,280,338
Value of net assets at end of year (total assets less liabilities)2022-06-30$19,056,873
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$21,337,211
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-06-30$14,700,366
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-06-30$16,970,292
Interest on participant loans2022-06-30$0
Interest earned on other investments2022-06-30$28,242
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-06-30$4,356,507
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-06-30$4,366,919
Expenses. Payments to insurance carriers foe the provision of benefits2022-06-30$0
Net investment gain/loss from pooled separate accounts2022-06-30$-2,398,990
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$744,632
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$1,578,121
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
Opinion of an independent qualified public accountant for this plan2022-06-30Disclaimer
Accountancy firm name2022-06-30ELIN & TUCKER, CHARTERED
Accountancy firm EIN2022-06-30520959934
2021 : 403(B) THRIFT PLAN OF THE ARC OF BALTIMORE, 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$6,386,007
Total loss/gain on sale of assets2021-06-30$0
Total of all expenses incurred2021-06-30$2,586,962
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$2,577,928
Expenses. Certain deemed distributions of participant loans2021-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$2,432,849
Value of total assets at end of year2021-06-30$21,337,211
Value of total assets at beginning of year2021-06-30$17,538,166
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$9,034
Total interest from all sources2021-06-30$45,421
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
Value of fidelity bond cover2021-06-30$500,000
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$700,422
Income. Received or receivable in cash from other sources (including rollovers)2021-06-30$1,087,974
Other income not declared elsewhere2021-06-30$0
Administrative expenses (other) incurred2021-06-30$9,034
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$3,799,045
Value of net assets at end of year (total assets less liabilities)2021-06-30$21,337,211
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$17,538,166
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$16,970,292
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-06-30$12,859,403
Interest on participant loans2021-06-30$0
Interest earned on other investments2021-06-30$45,421
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-06-30$4,366,919
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-06-30$4,678,763
Expenses. Payments to insurance carriers foe the provision of benefits2021-06-30$0
Net investment gain/loss from pooled separate accounts2021-06-30$3,907,737
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$644,453
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$2,577,928
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
2020 : 403(B) THRIFT PLAN OF THE ARC OF BALTIMORE, 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$1,889,315
Total loss/gain on sale of assets2020-06-30$0
Total of all expenses incurred2020-06-30$1,034,086
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$1,034,086
Expenses. Certain deemed distributions of participant loans2020-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$1,480,852
Value of total assets at end of year2020-06-30$17,538,166
Value of total assets at beginning of year2020-06-30$16,682,937
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$0
Total interest from all sources2020-06-30$59,097
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$500,000
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$711,671
Income. Received or receivable in cash from other sources (including rollovers)2020-06-30$76,490
Other income not declared elsewhere2020-06-30$0
Administrative expenses (other) incurred2020-06-30$0
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$855,229
Value of net assets at end of year (total assets less liabilities)2020-06-30$17,538,166
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$16,682,937
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$12,859,403
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$12,594,121
Interest on participant loans2020-06-30$0
Interest earned on other investments2020-06-30$59,097
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-06-30$4,678,763
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-06-30$4,088,816
Expenses. Payments to insurance carriers foe the provision of benefits2020-06-30$0
Net investment gain/loss from pooled separate accounts2020-06-30$349,366
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 contributions2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Contributions received in cash from employer2020-06-30$692,691
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$1,034,086
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 name2020-06-30ELIN & TUCKER, CHARTERED
Accountancy firm EIN2020-06-30520959934
2019 : 403(B) THRIFT PLAN OF THE ARC OF BALTIMORE, 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$2,174,098
Total loss/gain on sale of assets2019-06-30$0
Total of all expenses incurred2019-06-30$718,775
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$717,916
Expenses. Certain deemed distributions of participant loans2019-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$1,513,292
Value of total assets at end of year2019-06-30$16,682,937
Value of total assets at beginning of year2019-06-30$15,227,614
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$859
Total interest from all sources2019-06-30$55,065
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$500,000
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$704,856
Income. Received or receivable in cash from other sources (including rollovers)2019-06-30$128,789
Other income not declared elsewhere2019-06-30$0
Administrative expenses (other) incurred2019-06-30$859
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$1,455,323
Value of net assets at end of year (total assets less liabilities)2019-06-30$16,682,937
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$15,227,614
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$12,594,121
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$11,401,684
Interest on participant loans2019-06-30$0
Interest earned on other investments2019-06-30$55,065
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-06-30$4,088,816
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-06-30$3,825,930
Expenses. Payments to insurance carriers foe the provision of benefits2019-06-30$0
Net investment gain/loss from pooled separate accounts2019-06-30$605,741
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$679,647
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$717,916
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 name2019-06-30ELIN & TUCKER, CHARTERED
Accountancy firm EIN2019-06-30520959934
2018 : 403(B) THRIFT PLAN OF THE ARC OF BALTIMORE, 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$2,961,097
Total loss/gain on sale of assets2018-06-30$0
Total of all expenses incurred2018-06-30$1,119,439
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$1,111,141
Expenses. Certain deemed distributions of participant loans2018-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$2,058,473
Value of total assets at end of year2018-06-30$15,227,614
Value of total assets at beginning of year2018-06-30$13,385,956
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$8,298
Total interest from all sources2018-06-30$38,721
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$500,000
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$692,008
Income. Received or receivable in cash from other sources (including rollovers)2018-06-30$661,902
Other income not declared elsewhere2018-06-30$0
Administrative expenses (other) incurred2018-06-30$8,298
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$1,841,658
Value of net assets at end of year (total assets less liabilities)2018-06-30$15,227,614
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$13,385,956
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$11,401,684
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$9,592,998
Interest on participant loans2018-06-30$0
Interest earned on other investments2018-06-30$38,721
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-06-30$3,825,930
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-06-30$3,792,958
Expenses. Payments to insurance carriers foe the provision of benefits2018-06-30$0
Net investment gain/loss from pooled separate accounts2018-06-30$863,903
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$704,563
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$1,111,141
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 name2018-06-30ELLIN & TUCKER, CHARTERED
Accountancy firm EIN2018-06-30520959934
2017 : 403(B) THRIFT PLAN OF THE ARC OF BALTIMORE, 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$3,277,663
Total loss/gain on sale of assets2017-06-30$0
Total of all expenses incurred2017-06-30$1,489,458
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$1,477,984
Expenses. Certain deemed distributions of participant loans2017-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$2,131,299
Value of total assets at end of year2017-06-30$13,385,956
Value of total assets at beginning of year2017-06-30$11,597,751
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$11,474
Total interest from all sources2017-06-30$38,209
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$500,000
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$670,465
Income. Received or receivable in cash from other sources (including rollovers)2017-06-30$742,399
Other income not declared elsewhere2017-06-30$0
Administrative expenses (other) incurred2017-06-30$11,474
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$1,788,205
Value of net assets at end of year (total assets less liabilities)2017-06-30$13,385,956
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$11,597,751
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$9,592,998
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$7,870,259
Interest on participant loans2017-06-30$0
Interest earned on other investments2017-06-30$38,209
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-06-30$3,792,958
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-06-30$3,727,492
Expenses. Payments to insurance carriers foe the provision of benefits2017-06-30$0
Net investment gain/loss from pooled separate accounts2017-06-30$1,108,155
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 contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$718,435
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$1,477,984
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 name2017-06-30ELLIN & TUCKER, CHARTERED
Accountancy firm EIN2017-06-30520959934
2016 : 403(B) THRIFT PLAN OF THE ARC OF BALTIMORE, 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$1,393,565
Total loss/gain on sale of assets2016-06-30$0
Total of all expenses incurred2016-06-30$513,588
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$501,776
Expenses. Certain deemed distributions of participant loans2016-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$1,342,147
Value of total assets at end of year2016-06-30$11,597,751
Value of total assets at beginning of year2016-06-30$10,717,774
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$11,812
Total interest from all sources2016-06-30$36,650
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$500,000
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$645,795
Income. Received or receivable in cash from other sources (including rollovers)2016-06-30$68,988
Other income not declared elsewhere2016-06-30$0
Administrative expenses (other) incurred2016-06-30$11,812
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$879,977
Value of net assets at end of year (total assets less liabilities)2016-06-30$11,597,751
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$10,717,774
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$7,870,259
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$7,397,366
Interest on participant loans2016-06-30$0
Interest earned on other investments2016-06-30$36,650
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-06-30$3,727,492
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-06-30$3,320,408
Expenses. Payments to insurance carriers foe the provision of benefits2016-06-30$0
Net investment gain/loss from pooled separate accounts2016-06-30$14,768
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$627,364
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$501,776
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 name2016-06-30ELLIN & TUCKER, CHARTERED
Accountancy firm EIN2016-06-30520959934
2015 : 403(B) THRIFT PLAN OF THE ARC OF BALTIMORE, 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$1,745,399
Total loss/gain on sale of assets2015-06-30$0
Total of all expenses incurred2015-06-30$910,007
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$907,981
Expenses. Certain deemed distributions of participant loans2015-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$1,422,471
Value of total assets at end of year2015-06-30$10,717,774
Value of total assets at beginning of year2015-06-30$9,882,382
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$2,026
Total interest from all sources2015-06-30$33,368
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$500,000
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$625,685
Income. Received or receivable in cash from other sources (including rollovers)2015-06-30$180,117
Other income not declared elsewhere2015-06-30$0
Administrative expenses (other) incurred2015-06-30$2,026
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$835,392
Value of net assets at end of year (total assets less liabilities)2015-06-30$10,717,774
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$9,882,382
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$7,397,366
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$6,593,650
Interest on participant loans2015-06-30$0
Interest earned on other investments2015-06-30$33,368
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-06-30$3,320,408
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-06-30$3,288,732
Expenses. Payments to insurance carriers foe the provision of benefits2015-06-30$0
Net investment gain/loss from pooled separate accounts2015-06-30$289,560
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$616,669
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$907,981
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 name2015-06-30ELLIN & TUCKER, CHARTERED
Accountancy firm EIN2015-06-30520959934
2014 : 403(B) THRIFT PLAN OF THE ARC OF BALTIMORE, 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$2,484,033
Total loss/gain on sale of assets2014-06-30$0
Total of all expenses incurred2014-06-30$528,042
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$483,719
Expenses. Certain deemed distributions of participant loans2014-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$1,453,806
Value of total assets at end of year2014-06-30$9,882,382
Value of total assets at beginning of year2014-06-30$7,926,391
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$44,323
Total interest from all sources2014-06-30$31,771
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
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$500,000
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$663,873
Income. Received or receivable in cash from other sources (including rollovers)2014-06-30$144,105
Other income not declared elsewhere2014-06-30$0
Administrative expenses (other) incurred2014-06-30$44,323
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$1,955,991
Value of net assets at end of year (total assets less liabilities)2014-06-30$9,882,382
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$7,926,391
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$6,593,650
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$5,035,221
Interest on participant loans2014-06-30$0
Interest earned on other investments2014-06-30$31,771
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-06-30$3,288,732
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-06-30$2,891,170
Expenses. Payments to insurance carriers foe the provision of benefits2014-06-30$0
Net investment gain/loss from pooled separate accounts2014-06-30$998,456
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$645,828
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$483,719
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 name2014-06-30ELLIN & TUCKER, CHARTERED
Accountancy firm EIN2014-06-30520959934
2013 : 403(B) THRIFT PLAN OF THE ARC OF BALTIMORE, 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$1,600,247
Total loss/gain on sale of assets2013-06-30$0
Total of all expenses incurred2013-06-30$683,209
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$607,771
Expenses. Certain deemed distributions of participant loans2013-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$919,126
Value of total assets at end of year2013-06-30$7,926,391
Value of total assets at beginning of year2013-06-30$7,009,353
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$75,438
Total interest from all sources2013-06-30$37,539
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
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$500,000
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$629,898
Income. Received or receivable in cash from other sources (including rollovers)2013-06-30$104,651
Other income not declared elsewhere2013-06-30$35,941
Administrative expenses (other) incurred2013-06-30$75,438
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$917,038
Value of net assets at end of year (total assets less liabilities)2013-06-30$7,926,391
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$7,009,353
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$5,035,221
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-06-30$4,432,916
Interest on participant loans2013-06-30$0
Interest earned on other investments2013-06-30$37,539
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-06-30$2,891,170
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-06-30$2,576,437
Expenses. Payments to insurance carriers foe the provision of benefits2013-06-30$0
Net investment gain/loss from pooled separate accounts2013-06-30$607,641
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$184,577
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$607,771
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 name2013-06-30ELLIN & TUCKER, CHARTERED
Accountancy firm EIN2013-06-30520959934
2012 : 403(B) THRIFT PLAN OF THE ARC OF BALTIMORE, INC. 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-06-30$0
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$1,301,288
Total loss/gain on sale of assets2012-06-30$0
Total of all expenses incurred2012-06-30$537,358
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$456,100
Expenses. Certain deemed distributions of participant loans2012-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$1,145,563
Value of total assets at end of year2012-06-30$7,009,353
Value of total assets at beginning of year2012-06-30$6,245,423
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$81,258
Total interest from all sources2012-06-30$46,352
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
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$500,000
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$515,723
Income. Received or receivable in cash from other sources (including rollovers)2012-06-30$9,283
Other income not declared elsewhere2012-06-30$42,818
Administrative expenses (other) incurred2012-06-30$81,258
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$763,930
Value of net assets at end of year (total assets less liabilities)2012-06-30$7,009,353
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$6,245,423
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$4,432,916
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-06-30$3,967,058
Interest on participant loans2012-06-30$0
Interest earned on other investments2012-06-30$46,352
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-06-30$2,576,437
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-06-30$2,278,365
Expenses. Payments to insurance carriers foe the provision of benefits2012-06-30$0
Net investment gain/loss from pooled separate accounts2012-06-30$66,555
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$620,557
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$456,100
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 plan2012-06-30Disclaimer
Accountancy firm name2012-06-30ELLIN & TUCKER, CHARTERED
Accountancy firm EIN2012-06-30520959934
2011 : 403(B) THRIFT PLAN OF THE ARC OF BALTIMORE, 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$1,795,470
Total loss/gain on sale of assets2011-06-30$0
Total of all expenses incurred2011-06-30$470,414
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$468,560
Expenses. Certain deemed distributions of participant loans2011-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$997,863
Value of total assets at end of year2011-06-30$6,245,423
Value of total assets at beginning of year2011-06-30$4,920,367
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$1,854
Total interest from all sources2011-06-30$48,458
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
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$500,000
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$456,890
Income. Received or receivable in cash from other sources (including rollovers)2011-06-30$22,259
Other income not declared elsewhere2011-06-30$43,684
Administrative expenses (other) incurred2011-06-30$1,854
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$1,325,056
Value of net assets at end of year (total assets less liabilities)2011-06-30$6,245,423
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$4,920,367
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$3,967,058
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-06-30$2,896,632
Interest on participant loans2011-06-30$0
Interest earned on other investments2011-06-30$48,458
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-06-30$2,278,365
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-06-30$2,023,735
Expenses. Payments to insurance carriers foe the provision of benefits2011-06-30$0
Net investment gain/loss from pooled separate accounts2011-06-30$705,465
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30No
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$518,714
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$468,560
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 name2011-06-30ELLIN & TUCKER, CHARTERED
Accountancy firm EIN2011-06-30520959934
2010 : 403(B) THRIFT PLAN OF THE ARC OF BALTIMORE, INC. 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-06-30$0

Form 5500 Responses for 403(B) THRIFT PLAN OF THE ARC OF BALTIMORE, INC.

2022: 403(B) THRIFT PLAN OF THE ARC OF BALTIMORE, INC. 2022 form 5500 responses
2022-07-01Type of plan entitySingle employer plan
2022-07-01Submission has been amendedNo
2022-07-01This submission is the final filingNo
2022-07-01This return/report is a short plan year return/report (less than 12 months)No
2022-07-01Plan is a collectively bargained planNo
2022-07-01Plan funding arrangement – InsuranceYes
2022-07-01Plan benefit arrangement – InsuranceYes
2021: 403(B) THRIFT PLAN OF THE ARC OF BALTIMORE, 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: 403(B) THRIFT PLAN OF THE ARC OF BALTIMORE, 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: 403(B) THRIFT PLAN OF THE ARC OF BALTIMORE, 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: 403(B) THRIFT PLAN OF THE ARC OF BALTIMORE, 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: 403(B) THRIFT PLAN OF THE ARC OF BALTIMORE, INC. 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Submission has been amendedYes
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: 403(B) THRIFT PLAN OF THE ARC OF BALTIMORE, 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 benefit arrangement – InsuranceYes
2015: 403(B) THRIFT PLAN OF THE ARC OF BALTIMORE, INC. 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
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 benefit arrangement – InsuranceYes
2014: 403(B) THRIFT PLAN OF THE ARC OF BALTIMORE, 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 benefit arrangement – InsuranceYes
2013: 403(B) THRIFT PLAN OF THE ARC OF BALTIMORE, 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 – InsuranceYes
2013-07-01Plan benefit arrangement – InsuranceYes
2012: 403(B) THRIFT PLAN OF THE ARC OF BALTIMORE, 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 – InsuranceYes
2012-07-01Plan benefit arrangement – InsuranceYes
2011: 403(B) THRIFT PLAN OF THE ARC OF BALTIMORE, INC. 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedNo
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 – InsuranceYes
2011-07-01Plan benefit arrangement – InsuranceYes
2009: 403(B) THRIFT PLAN OF THE ARC OF BALTIMORE, 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 – InsuranceYes
2009-07-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number056290G
Policy instance 1
Insurance contract or identification number056290G
Number of Individuals Covered1084
Insurance policy start date2022-07-01
Insurance policy end date2023-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $7,627
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 fees7627
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 number056290G
Policy instance 1
Insurance contract or identification number056290G
Number of Individuals Covered950
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 $3,352
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 fees3352
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 number056290G
Policy instance 1
Insurance contract or identification number056290G
Number of Individuals Covered889
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 $3,352
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 number056290G
Policy instance 1
Insurance contract or identification number056290G
Number of Individuals Covered1001
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 $6,476
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 fees6476
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 number056290G
Policy instance 1
Insurance contract or identification number056290G
Number of Individuals Covered1033
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 $5,368
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 fees5368
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 number056290G
Policy instance 1
Insurance contract or identification number056290G
Number of Individuals Covered1043
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 $10,100
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 fees10100
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker nameCAPITAL AREA REGIONAL OFFICE

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