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CRI, INC. HEALTH & DEPENDENT CARE REIMBURSEMENT ACCOUNT PLANS 401k Plan overview

Plan NameCRI, INC. HEALTH & DEPENDENT CARE REIMBURSEMENT ACCOUNT PLANS
Plan identification number 504

CRI, INC. HEALTH & DEPENDENT CARE REIMBURSEMENT ACCOUNT PLANS Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Dental
  • Vision

401k Sponsoring company profile

CRI, INC. has sponsored the creation of one or more 401k plans.

Company Name:CRI, INC.
Employer identification number (EIN):520988332
NAIC Classification:531390
NAIC Description:Other Activities Related to Real Estate

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CRI, INC. HEALTH & DEPENDENT CARE REIMBURSEMENT ACCOUNT PLANS

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5042018-07-01
5042017-07-01RANDOLPH E. LEE, JR. RANDOLPH E. LEE, JR.2018-09-10
5042016-07-01RANDOLPH E. LEE, JR. RANDOLPH E. LEE, JR.2018-08-15
5042015-07-01RANDOLPH E. LEE, JR. RANDOLPH E. LEE, JR.2017-06-22
5042014-07-01RANDOLPH E. LEE, JR. RANDOLPH E. LEE, JR.2016-06-16
5042013-07-01RANDOLPH E. LEE, JR. RANDOLPH E. LEE, JR.2015-04-15
5042012-07-01RANDOLPH E. LEE, JR. RANDOLPH E. LEE, JR.2014-04-15
5042011-07-01RANDOLPH E. LEE, JR. RANDOLPH E. LEE, JR.2013-04-15
5042010-07-01RANDOLPH E. LEE, JR.
5042009-07-01RANDOLPH E. LEE, JR. RANDOLPH E. LEE, JR.2011-01-31

Financial Data on CRI, INC. HEALTH & DEPENDENT CARE REIMBURSEMENT ACCOUNT PLANS

Measure Date Value
2019 : CRI, INC. HEALTH & DEPENDENT CARE REIMBURSEMENT ACCOUNT PLANS 2019 401k financial data
Total plan liabilities at beginning of year2019-06-30$12,741
Expenses. Total of all expenses incurred2019-06-30$8,844
Benefits paid (including direct rollovers)2019-06-30$8,844
Total plan assets at beginning of year2019-06-30$21,585
Value of fidelity bond covering the plan2019-06-30$1,000,000
Net income (gross income less expenses)2019-06-30$-8,844
Net plan assets at beginning of year (total assets less liabilities)2019-06-30$8,844
2018 : CRI, INC. HEALTH & DEPENDENT CARE REIMBURSEMENT ACCOUNT PLANS 2018 401k financial data
Total plan liabilities at end of year2018-06-30$12,741
Total plan liabilities at beginning of year2018-06-30$16,943
Total income from all sources2018-06-30$16,241
Expenses. Total of all expenses incurred2018-06-30$19,674
Benefits paid (including direct rollovers)2018-06-30$19,434
Total plan assets at end of year2018-06-30$21,585
Total plan assets at beginning of year2018-06-30$29,220
Value of fidelity bond covering the plan2018-06-30$1,000,000
Total contributions received or receivable from participants2018-06-30$5,200
Expenses. Other expenses not covered elsewhere2018-06-30$0
Other income received2018-06-30$5,141
Net income (gross income less expenses)2018-06-30$-3,433
Net plan assets at end of year (total assets less liabilities)2018-06-30$8,844
Net plan assets at beginning of year (total assets less liabilities)2018-06-30$12,277
Total contributions received or receivable from employer(s)2018-06-30$5,900
Expenses. Administrative service providers (salaries,fees and commissions)2018-06-30$240
2017 : CRI, INC. HEALTH & DEPENDENT CARE REIMBURSEMENT ACCOUNT PLANS 2017 401k financial data
Total plan liabilities at end of year2017-06-30$16,943
Total plan liabilities at beginning of year2017-06-30$13,758
Total income from all sources2017-06-30$11,100
Expenses. Total of all expenses incurred2017-06-30$12,752
Benefits paid (including direct rollovers)2017-06-30$9,567
Total plan assets at end of year2017-06-30$29,220
Total plan assets at beginning of year2017-06-30$27,687
Value of fidelity bond covering the plan2017-06-30$1,000,000
Total contributions received or receivable from participants2017-06-30$5,100
Expenses. Other expenses not covered elsewhere2017-06-30$2,181
Other income received2017-06-30$0
Net income (gross income less expenses)2017-06-30$-1,652
Net plan assets at end of year (total assets less liabilities)2017-06-30$12,277
Net plan assets at beginning of year (total assets less liabilities)2017-06-30$13,929
Total contributions received or receivable from employer(s)2017-06-30$6,000
Expenses. Administrative service providers (salaries,fees and commissions)2017-06-30$1,004
2016 : CRI, INC. HEALTH & DEPENDENT CARE REIMBURSEMENT ACCOUNT PLANS 2016 401k financial data
Transfers to/from the plan2016-06-30$-12,628
Total plan liabilities at end of year2016-06-30$13,758
Total plan liabilities at beginning of year2016-06-30$14,665
Total income from all sources2016-06-30$15,010
Expenses. Total of all expenses incurred2016-06-30$15,567
Benefits paid (including direct rollovers)2016-06-30$14,507
Total plan assets at end of year2016-06-30$27,687
Total plan assets at beginning of year2016-06-30$41,779
Value of fidelity bond covering the plan2016-06-30$1,000,000
Total contributions received or receivable from participants2016-06-30$5,538
Other income received2016-06-30$607
Net income (gross income less expenses)2016-06-30$-557
Net plan assets at end of year (total assets less liabilities)2016-06-30$13,929
Net plan assets at beginning of year (total assets less liabilities)2016-06-30$27,114
Total contributions received or receivable from employer(s)2016-06-30$8,865
Expenses. Administrative service providers (salaries,fees and commissions)2016-06-30$1,060
2015 : CRI, INC. HEALTH & DEPENDENT CARE REIMBURSEMENT ACCOUNT PLANS 2015 401k financial data
Total plan liabilities at end of year2015-06-30$14,665
Total plan liabilities at beginning of year2015-06-30$12,967
Total income from all sources2015-06-30$17,665
Expenses. Total of all expenses incurred2015-06-30$14,979
Benefits paid (including direct rollovers)2015-06-30$13,807
Total plan assets at end of year2015-06-30$41,779
Total plan assets at beginning of year2015-06-30$37,395
Value of fidelity bond covering the plan2015-06-30$1,000,000
Total contributions received or receivable from participants2015-06-30$2,070
Other income received2015-06-30$1,034
Net income (gross income less expenses)2015-06-30$2,686
Net plan assets at end of year (total assets less liabilities)2015-06-30$27,114
Net plan assets at beginning of year (total assets less liabilities)2015-06-30$24,428
Total contributions received or receivable from employer(s)2015-06-30$14,561
Expenses. Administrative service providers (salaries,fees and commissions)2015-06-30$1,172
2014 : CRI, INC. HEALTH & DEPENDENT CARE REIMBURSEMENT ACCOUNT PLANS 2014 401k financial data
Transfers to/from the plan2014-06-30$335
Total plan liabilities at end of year2014-06-30$12,967
Total plan liabilities at beginning of year2014-06-30$15,500
Total income from all sources2014-06-30$40,001
Expenses. Total of all expenses incurred2014-06-30$26,709
Benefits paid (including direct rollovers)2014-06-30$24,557
Total plan assets at end of year2014-06-30$37,395
Total plan assets at beginning of year2014-06-30$26,301
Value of fidelity bond covering the plan2014-06-30$1,000,000
Total contributions received or receivable from participants2014-06-30$11,849
Net income (gross income less expenses)2014-06-30$13,292
Net plan assets at end of year (total assets less liabilities)2014-06-30$24,428
Net plan assets at beginning of year (total assets less liabilities)2014-06-30$10,801
Total contributions received or receivable from employer(s)2014-06-30$28,152
Expenses. Administrative service providers (salaries,fees and commissions)2014-06-30$2,152
2013 : CRI, INC. HEALTH & DEPENDENT CARE REIMBURSEMENT ACCOUNT PLANS 2013 401k financial data
Total plan liabilities at end of year2013-06-30$15,500
Total plan liabilities at beginning of year2013-06-30$14,371
Total income from all sources2013-06-30$47,618
Expenses. Total of all expenses incurred2013-06-30$30,031
Benefits paid (including direct rollovers)2013-06-30$27,543
Total plan assets at end of year2013-06-30$26,301
Total plan assets at beginning of year2013-06-30$23,935
Value of fidelity bond covering the plan2013-06-30$1,000,000
Total contributions received or receivable from participants2013-06-30$12,130
Net income (gross income less expenses)2013-06-30$17,587
Net plan assets at end of year (total assets less liabilities)2013-06-30$10,801
Net plan assets at beginning of year (total assets less liabilities)2013-06-30$9,564
Total contributions received or receivable from employer(s)2013-06-30$35,488
Expenses. Administrative service providers (salaries,fees and commissions)2013-06-30$2,488
2012 : CRI, INC. HEALTH & DEPENDENT CARE REIMBURSEMENT ACCOUNT PLANS 2012 401k financial data
Total plan liabilities at end of year2012-06-30$14,371
Total plan liabilities at beginning of year2012-06-30$12,766
Total income from all sources2012-06-30$29,530
Expenses. Total of all expenses incurred2012-06-30$27,925
Benefits paid (including direct rollovers)2012-06-30$23,106
Total plan assets at end of year2012-06-30$23,935
Total plan assets at beginning of year2012-06-30$28,780
Value of fidelity bond covering the plan2012-06-30$1,000,000
Total contributions received or receivable from participants2012-06-30$10,048
Net income (gross income less expenses)2012-06-30$1,605
Net plan assets at end of year (total assets less liabilities)2012-06-30$9,564
Net plan assets at beginning of year (total assets less liabilities)2012-06-30$16,014
Total contributions received or receivable from employer(s)2012-06-30$19,482
Expenses. Administrative service providers (salaries,fees and commissions)2012-06-30$4,819
2011 : CRI, INC. HEALTH & DEPENDENT CARE REIMBURSEMENT ACCOUNT PLANS 2011 401k financial data
Total plan liabilities at end of year2011-06-30$12,766
Total plan liabilities at beginning of year2011-06-30$14,494
Total income from all sources2011-06-30$29,916
Expenses. Total of all expenses incurred2011-06-30$29,116
Benefits paid (including direct rollovers)2011-06-30$23,824
Total plan assets at end of year2011-06-30$28,780
Total plan assets at beginning of year2011-06-30$29,708
Value of fidelity bond covering the plan2011-06-30$1,000,000
Total contributions received or receivable from participants2011-06-30$12,880
Expenses. Other expenses not covered elsewhere2011-06-30$2,956
Net income (gross income less expenses)2011-06-30$800
Net plan assets at end of year (total assets less liabilities)2011-06-30$16,014
Net plan assets at beginning of year (total assets less liabilities)2011-06-30$15,214
Total contributions received or receivable from employer(s)2011-06-30$17,036
Expenses. Administrative service providers (salaries,fees and commissions)2011-06-30$2,336

Form 5500 Responses for CRI, INC. HEALTH & DEPENDENT CARE REIMBURSEMENT ACCOUNT PLANS

2018: CRI, INC. HEALTH & DEPENDENT CARE REIMBURSEMENT ACCOUNT PLANS 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01This submission is the final filingYes
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement - TrustYes
2017: CRI, INC. HEALTH & DEPENDENT CARE REIMBURSEMENT ACCOUNT PLANS 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement - TrustYes
2016: CRI, INC. HEALTH & DEPENDENT CARE REIMBURSEMENT ACCOUNT PLANS 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement - TrustYes
2015: CRI, INC. HEALTH & DEPENDENT CARE REIMBURSEMENT ACCOUNT PLANS 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement - TrustYes
2014: CRI, INC. HEALTH & DEPENDENT CARE REIMBURSEMENT ACCOUNT PLANS 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement - TrustYes
2013: CRI, INC. HEALTH & DEPENDENT CARE REIMBURSEMENT ACCOUNT PLANS 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement - TrustYes
2012: CRI, INC. HEALTH & DEPENDENT CARE REIMBURSEMENT ACCOUNT PLANS 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement - TrustYes
2011: CRI, INC. HEALTH & DEPENDENT CARE REIMBURSEMENT ACCOUNT PLANS 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement - TrustYes
2010: CRI, INC. HEALTH & DEPENDENT CARE REIMBURSEMENT ACCOUNT PLANS 2010 form 5500 responses
2010-07-01Type of plan entitySingle employer plan
2010-07-01Plan funding arrangement – TrustYes
2010-07-01Plan benefit arrangement - TrustYes
2009: CRI, INC. HEALTH & DEPENDENT CARE REIMBURSEMENT ACCOUNT PLANS 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01This submission is the final filingNo
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement - TrustYes

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