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NATIONAL ASSOCIATION OF COUNTY & CITY HEALTH OFFICIALS DEFINED CONTRIBUTION RETIREMENT PLAN 401k Plan overview

Plan NameNATIONAL ASSOCIATION OF COUNTY & CITY HEALTH OFFICIALS DEFINED CONTRIBUTION RETIREMENT PLAN
Plan identification number 001

NATIONAL ASSOCIATION OF COUNTY & CITY HEALTH OFFICIALS DEFINED CONTRIBUTION RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

NATIONAL ASSOCIATION OF COUNTY & CITY HEALTH OFFICIALS has sponsored the creation of one or more 401k plans.

Company Name:NATIONAL ASSOCIATION OF COUNTY & CITY HEALTH OFFICIALS
Employer identification number (EIN):521426663
NAIC Classification:921000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NATIONAL ASSOCIATION OF COUNTY & CITY HEALTH OFFICIALS DEFINED CONTRIBUTION RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01JEROME CHESTER2023-10-16 JEROME CHESTER2023-10-16
0012021-01-01JEROME CHESTER2022-10-12 JEROME CHESTER2022-10-12
0012020-01-01JEROME CHESTER2021-10-12 JEROME CHESTER2021-10-12
0012019-01-01JEROME CHESTER2020-10-14 JEROME CHESTER2020-10-14
0012018-01-01JEROME CHESTER2019-10-15 JEROME CHESTER2019-10-15
0012017-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01JOHN MERICSKO
0012012-01-01JOHN MERICSKO
0012011-01-01JOHN MERICSKO2012-10-12
0012010-01-01JOHN MERICSKO2011-10-12

Plan Statistics for NATIONAL ASSOCIATION OF COUNTY & CITY HEALTH OFFICIALS DEFINED CONTRIBUTION RETIREMENT PLAN

401k plan membership statisitcs for NATIONAL ASSOCIATION OF COUNTY & CITY HEALTH OFFICIALS DEFINED CONTRIBUTION RETIREMENT PLAN

Measure Date Value
2022: NATIONAL ASSOCIATION OF COUNTY & CITY HEALTH OFFICIALS DEFINED CONTRIBUTION RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01226
Total number of active participants reported on line 7a of the Form 55002022-01-01132
Number of retired or separated participants receiving benefits2022-01-01116
Total of all active and inactive participants2022-01-01248
Total participants2022-01-01248
Number of participants with account balances2022-01-01248
2021: NATIONAL ASSOCIATION OF COUNTY & CITY HEALTH OFFICIALS DEFINED CONTRIBUTION RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01199
Total number of active participants reported on line 7a of the Form 55002021-01-01129
Number of other retired or separated participants entitled to future benefits2021-01-0197
Total of all active and inactive participants2021-01-01226
Total participants2021-01-01226
Number of participants with account balances2021-01-01212
2020: NATIONAL ASSOCIATION OF COUNTY & CITY HEALTH OFFICIALS DEFINED CONTRIBUTION RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01192
Total number of active participants reported on line 7a of the Form 55002020-01-01108
Number of retired or separated participants receiving benefits2020-01-0191
Total of all active and inactive participants2020-01-01199
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0112
Total participants2020-01-01211
Number of participants with account balances2020-01-01189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-013
2019: NATIONAL ASSOCIATION OF COUNTY & CITY HEALTH OFFICIALS DEFINED CONTRIBUTION RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01194
Total number of active participants reported on line 7a of the Form 55002019-01-01100
Number of retired or separated participants receiving benefits2019-01-0189
Total of all active and inactive participants2019-01-01189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0115
Total participants2019-01-01204
Number of participants with account balances2019-01-01181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-013
2018: NATIONAL ASSOCIATION OF COUNTY & CITY HEALTH OFFICIALS DEFINED CONTRIBUTION RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01155
Total number of active participants reported on line 7a of the Form 55002018-01-0195
Number of retired or separated participants receiving benefits2018-01-0117
Number of other retired or separated participants entitled to future benefits2018-01-0182
Total of all active and inactive participants2018-01-01194
Total participants2018-01-01194
Number of participants with account balances2018-01-01177
2017: NATIONAL ASSOCIATION OF COUNTY & CITY HEALTH OFFICIALS DEFINED CONTRIBUTION RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01161
Total number of active participants reported on line 7a of the Form 55002017-01-0162
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0193
Total of all active and inactive participants2017-01-01155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01155
Number of participants with account balances2017-01-01131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: NATIONAL ASSOCIATION OF COUNTY & CITY HEALTH OFFICIALS DEFINED CONTRIBUTION RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01164
Total number of active participants reported on line 7a of the Form 55002016-01-01129
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0154
Total of all active and inactive participants2016-01-01183
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01183
Number of participants with account balances2016-01-01180
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: NATIONAL ASSOCIATION OF COUNTY & CITY HEALTH OFFICIALS DEFINED CONTRIBUTION RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01148
Total number of active participants reported on line 7a of the Form 55002015-01-01132
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0132
Total of all active and inactive participants2015-01-01164
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01164
Number of participants with account balances2015-01-01160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: NATIONAL ASSOCIATION OF COUNTY & CITY HEALTH OFFICIALS DEFINED CONTRIBUTION RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01186
Total number of active participants reported on line 7a of the Form 55002014-01-0197
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0181
Total of all active and inactive participants2014-01-01178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01178
Number of participants with account balances2014-01-01149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: NATIONAL ASSOCIATION OF COUNTY & CITY HEALTH OFFICIALS DEFINED CONTRIBUTION RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01219
Total number of active participants reported on line 7a of the Form 55002013-01-01109
Number of retired or separated participants receiving benefits2013-01-0176
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-01185
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01185
Number of participants with account balances2013-01-01185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: NATIONAL ASSOCIATION OF COUNTY & CITY HEALTH OFFICIALS DEFINED CONTRIBUTION RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01146
Total number of active participants reported on line 7a of the Form 55002012-01-0194
Number of retired or separated participants receiving benefits2012-01-01125
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-01219
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01219
Number of participants with account balances2012-01-01219
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010

Financial Data on NATIONAL ASSOCIATION OF COUNTY & CITY HEALTH OFFICIALS DEFINED CONTRIBUTION RETIREMENT PLAN

Measure Date Value
2022 : NATIONAL ASSOCIATION OF COUNTY & CITY HEALTH OFFICIALS DEFINED CONTRIBUTION RETIREMENT PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-1,105,455
Total of all expenses incurred2022-12-31$1,377,760
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,319,861
Expenses. Certain deemed distributions of participant loans2022-12-31$2,309
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,834,270
Value of total assets at end of year2022-12-31$16,221,765
Value of total assets at beginning of year2022-12-31$18,704,980
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$55,590
Total interest from all sources2022-12-31$22,026
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$287,433
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$287,433
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$891,406
Participant contributions at end of year2022-12-31$110,489
Participant contributions at beginning of year2022-12-31$102,213
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$541,091
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-2,483,215
Value of net assets at end of year (total assets less liabilities)2022-12-31$16,221,765
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$18,704,980
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$42,982
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$13,724,619
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$16,829,882
Interest on participant loans2022-12-31$7,036
Interest earned on other investments2022-12-31$14,990
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$2,386,657
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$1,772,885
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-3,249,184
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$401,773
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,319,861
Contract administrator fees2022-12-31$12,608
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31MARCUM LLP
Accountancy firm EIN2022-12-31111986323
2021 : NATIONAL ASSOCIATION OF COUNTY & CITY HEALTH OFFICIALS DEFINED CONTRIBUTION RETIREMENT PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$3,614,393
Total of all expenses incurred2021-12-31$1,117,679
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,050,988
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,333,656
Value of total assets at end of year2021-12-31$18,704,980
Value of total assets at beginning of year2021-12-31$16,208,266
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$66,691
Total interest from all sources2021-12-31$5,024
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,117,448
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$1,117,448
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$675,181
Participant contributions at end of year2021-12-31$102,213
Participant contributions at beginning of year2021-12-31$42,213
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$221,222
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$2,496,714
Value of net assets at end of year (total assets less liabilities)2021-12-31$18,704,980
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$16,208,266
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$16,829,882
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$14,463,627
Interest on participant loans2021-12-31$4,563
Interest earned on other investments2021-12-31$461
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$1,772,885
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$1,702,426
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,158,265
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$437,253
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,050,988
Contract administrator fees2021-12-31$66,691
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31MARCUM LLP
Accountancy firm EIN2021-12-31111986323
2020 : NATIONAL ASSOCIATION OF COUNTY & CITY HEALTH OFFICIALS DEFINED CONTRIBUTION RETIREMENT PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$3,231,521
Total of all expenses incurred2020-12-31$548,869
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$498,783
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$982,462
Value of total assets at end of year2020-12-31$16,208,266
Value of total assets at beginning of year2020-12-31$13,525,614
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$50,086
Total interest from all sources2020-12-31$2,141
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$242,966
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$242,966
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$537,571
Participant contributions at end of year2020-12-31$42,213
Participant contributions at beginning of year2020-12-31$49,810
Participant contributions at beginning of year2020-12-31$14,499
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$33,519
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$2,682,652
Value of net assets at end of year (total assets less liabilities)2020-12-31$16,208,266
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$13,525,614
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$14,463,627
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$12,214,586
Interest on participant loans2020-12-31$2,141
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$1,702,426
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$1,246,719
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$2,003,952
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$411,372
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$498,783
Contract administrator fees2020-12-31$50,086
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31MARCUM, LLP
Accountancy firm EIN2020-12-31111986323
2019 : NATIONAL ASSOCIATION OF COUNTY & CITY HEALTH OFFICIALS DEFINED CONTRIBUTION RETIREMENT PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$3,291,681
Total income from all sources (including contributions)2019-12-31$3,291,681
Total of all expenses incurred2019-12-31$1,078,147
Total of all expenses incurred2019-12-31$1,078,147
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,032,204
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,032,204
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$912,108
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$912,108
Value of total assets at end of year2019-12-31$13,525,614
Value of total assets at end of year2019-12-31$13,525,614
Value of total assets at beginning of year2019-12-31$11,312,080
Value of total assets at beginning of year2019-12-31$11,312,080
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$45,943
Total interest from all sources2019-12-31$11,599
Total interest from all sources2019-12-31$11,599
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$184,862
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$184,862
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$184,862
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$184,862
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$470,866
Contributions received from participants2019-12-31$470,866
Participant contributions at end of year2019-12-31$49,810
Participant contributions at end of year2019-12-31$49,810
Participant contributions at beginning of year2019-12-31$17,727
Participant contributions at end of year2019-12-31$14,499
Participant contributions at end of year2019-12-31$14,499
Participant contributions at beginning of year2019-12-31$33,311
Participant contributions at beginning of year2019-12-31$33,311
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$48,367
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$48,367
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$2,213,534
Value of net income/loss2019-12-31$2,213,534
Value of net assets at end of year (total assets less liabilities)2019-12-31$13,525,614
Value of net assets at end of year (total assets less liabilities)2019-12-31$13,525,614
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$11,312,080
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$11,312,080
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$11,519,146
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$11,519,146
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$9,425,333
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$9,425,333
Interest on participant loans2019-12-31$3,008
Interest on participant loans2019-12-31$3,008
Interest earned on other investments2019-12-31$8,591
Interest earned on other investments2019-12-31$8,591
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$53,847
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$53,847
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$53,022
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$53,022
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$53,022
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$53,022
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,888,312
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,888,312
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,782,687
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,782,687
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,183,112
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,183,112
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$392,875
Contributions received in cash from employer2019-12-31$392,875
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,032,204
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,032,204
Contract administrator fees2019-12-31$45,943
Contract administrator fees2019-12-31$45,943
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31MARCUM, LLP
Accountancy firm name2019-12-31MARCUM, LLP
Accountancy firm EIN2019-12-31111986323
Accountancy firm EIN2019-12-31111986323
2018 : NATIONAL ASSOCIATION OF COUNTY & CITY HEALTH OFFICIALS DEFINED CONTRIBUTION RETIREMENT PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$642,587
Total of all expenses incurred2018-12-31$679,905
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$640,470
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,249,072
Value of total assets at end of year2018-12-31$11,312,080
Value of total assets at beginning of year2018-12-31$11,349,398
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$39,435
Total interest from all sources2018-12-31$15,323
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$175,881
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$175,881
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$671,390
Participant contributions at end of year2018-12-31$17,727
Participant contributions at end of year2018-12-31$33,311
Participant contributions at beginning of year2018-12-31$51,463
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$133,502
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-37,318
Value of net assets at end of year (total assets less liabilities)2018-12-31$11,312,080
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$11,349,398
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$8,123,027
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$2,614,355
Value of interest in pooled separate accounts at end of year2018-12-31$1,302,306
Value of interest in pooled separate accounts at beginning of year2018-12-31$7,188,104
Interest on participant loans2018-12-31$1,550
Interest earned on other investments2018-12-31$13,773
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$53,022
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$1,782,687
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$1,495,476
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-815,779
Net investment gain/loss from pooled separate accounts2018-12-31$18,090
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$444,180
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$640,470
Contract administrator fees2018-12-31$39,435
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31MARCUM, LLP
Accountancy firm EIN2018-12-31111986323
2017 : NATIONAL ASSOCIATION OF COUNTY & CITY HEALTH OFFICIALS DEFINED CONTRIBUTION RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$2,686,511
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$918,848
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$904,758
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$981,152
Value of total assets at end of year2017-12-31$11,349,398
Value of total assets at beginning of year2017-12-31$9,581,735
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$14,090
Total interest from all sources2017-12-31$237,502
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$489,118
Participant contributions at end of year2017-12-31$51,463
Participant contributions at beginning of year2017-12-31$55,023
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$64,703
Other income not declared elsewhere2017-12-31$1,467,857
Administrative expenses (other) incurred2017-12-31$14,090
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,767,663
Value of net assets at end of year (total assets less liabilities)2017-12-31$11,349,398
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$9,581,735
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$2,614,355
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$2,164,504
Value of interest in pooled separate accounts at end of year2017-12-31$7,188,104
Value of interest in pooled separate accounts at beginning of year2017-12-31$5,850,679
Interest earned on other investments2017-12-31$237,502
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$1,495,476
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$1,511,529
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$427,331
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$904,758
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31Yes
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31RAFFA, PC
Accountancy firm EIN2017-12-31521511275
2016 : NATIONAL ASSOCIATION OF COUNTY & CITY HEALTH OFFICIALS DEFINED CONTRIBUTION RETIREMENT PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$1,747,500
Total of all expenses incurred2016-12-31$1,000,369
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$988,541
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,166,173
Value of total assets at end of year2016-12-31$9,581,735
Value of total assets at beginning of year2016-12-31$8,834,604
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$11,828
Total interest from all sources2016-12-31$196,414
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$469,455
Participant contributions at end of year2016-12-31$55,023
Participant contributions at beginning of year2016-12-31$27,814
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$257,339
Other income not declared elsewhere2016-12-31$384,913
Administrative expenses (other) incurred2016-12-31$11,828
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$747,131
Value of net assets at end of year (total assets less liabilities)2016-12-31$9,581,735
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$8,834,604
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$2,164,504
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$2,072,189
Value of interest in pooled separate accounts at end of year2016-12-31$5,850,679
Value of interest in pooled separate accounts at beginning of year2016-12-31$5,430,069
Interest earned on other investments2016-12-31$196,414
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$1,511,529
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$1,304,532
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$439,379
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$988,541
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31RAFFA, PC
Accountancy firm EIN2016-12-31521511275
2015 : NATIONAL ASSOCIATION OF COUNTY & CITY HEALTH OFFICIALS DEFINED CONTRIBUTION RETIREMENT PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$953,913
Total of all expenses incurred2015-12-31$925,870
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$910,978
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$916,070
Value of total assets at end of year2015-12-31$8,834,604
Value of total assets at beginning of year2015-12-31$8,806,561
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$14,892
Total interest from all sources2015-12-31$231,727
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$430,453
Participant contributions at end of year2015-12-31$27,814
Participant contributions at beginning of year2015-12-31$32,938
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$105,685
Other income not declared elsewhere2015-12-31$-193,884
Administrative expenses (other) incurred2015-12-31$14,892
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$28,043
Value of net assets at end of year (total assets less liabilities)2015-12-31$8,834,604
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$8,806,561
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$2,072,189
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$2,090,467
Value of interest in pooled separate accounts at end of year2015-12-31$5,430,069
Value of interest in pooled separate accounts at beginning of year2015-12-31$5,516,485
Interest earned on other investments2015-12-31$231,727
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$1,304,532
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$1,166,671
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$379,932
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$910,978
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31RAFFA, PC
Accountancy firm EIN2015-12-31521511275
2014 : NATIONAL ASSOCIATION OF COUNTY & CITY HEALTH OFFICIALS DEFINED CONTRIBUTION RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$1,313,431
Total of all expenses incurred2014-12-31$321,721
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$306,626
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$837,915
Value of total assets at end of year2014-12-31$8,806,561
Value of total assets at beginning of year2014-12-31$7,814,851
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$15,095
Total interest from all sources2014-12-31$158,749
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$350,167
Participant contributions at end of year2014-12-31$32,938
Participant contributions at beginning of year2014-12-31$29,910
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$119,023
Administrative expenses (other) incurred2014-12-31$15,095
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$991,710
Value of net assets at end of year (total assets less liabilities)2014-12-31$8,806,561
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$7,814,851
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$2,090,467
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$1,979,737
Value of interest in pooled separate accounts at end of year2014-12-31$5,516,485
Value of interest in pooled separate accounts at beginning of year2014-12-31$4,673,614
Interest earned on other investments2014-12-31$158,749
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$1,166,671
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$1,131,590
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$316,767
Net investment gain/loss from pooled separate accounts2014-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$368,725
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$306,626
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31RAFFA, PC
Accountancy firm EIN2014-12-31521511275
2013 : NATIONAL ASSOCIATION OF COUNTY & CITY HEALTH OFFICIALS DEFINED CONTRIBUTION RETIREMENT PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$38,088
Total unrealized appreciation/depreciation of assets2013-12-31$38,088
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$2,187,359
Total of all expenses incurred2013-12-31$550,727
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$539,840
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,017,450
Value of total assets at end of year2013-12-31$7,814,851
Value of total assets at beginning of year2013-12-31$6,178,219
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$10,887
Total interest from all sources2013-12-31$95,575
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$353,864
Participant contributions at end of year2013-12-31$29,910
Participant contributions at beginning of year2013-12-31$27,979
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$290,569
Administrative expenses (other) incurred2013-12-31$10,887
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,636,632
Value of net assets at end of year (total assets less liabilities)2013-12-31$7,814,851
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$6,178,219
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$1,979,737
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$1,683,793
Value of interest in pooled separate accounts at end of year2013-12-31$4,673,614
Value of interest in pooled separate accounts at beginning of year2013-12-31$3,302,024
Interest earned on other investments2013-12-31$95,575
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$1,131,590
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$1,164,423
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,027,756
Net investment gain/loss from pooled separate accounts2013-12-31$8,490
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$373,017
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$539,840
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31RAFFA, PC
Accountancy firm EIN2013-12-31521511275
2012 : NATIONAL ASSOCIATION OF COUNTY & CITY HEALTH OFFICIALS DEFINED CONTRIBUTION RETIREMENT PLAN 2012 401k financial data
Total transfer of assets to this plan2012-12-31$1,278,490
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$1,429,148
Total of all expenses incurred2012-12-31$1,600,652
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,596,694
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$832,796
Value of total assets at end of year2012-12-31$6,177,704
Value of total assets at beginning of year2012-12-31$5,070,718
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$3,958
Total interest from all sources2012-12-31$37,548
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$344,136
Participant contributions at end of year2012-12-31$27,464
Participant contributions at beginning of year2012-12-31$25,014
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$130,130
Other income not declared elsewhere2012-12-31$-2,197
Administrative expenses (other) incurred2012-12-31$3,958
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$-171,504
Value of net assets at end of year (total assets less liabilities)2012-12-31$6,177,704
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$5,070,718
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$1,677,101
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$1,568,508
Value of interest in pooled separate accounts at end of year2012-12-31$3,448,548
Value of interest in pooled separate accounts at beginning of year2012-12-31$2,608,203
Interest earned on other investments2012-12-31$37,548
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$1,024,591
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$868,993
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$558,804
Net investment gain/loss from pooled separate accounts2012-12-31$348,478
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$358,530
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,596,694
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31RAFFA, PC
Accountancy firm EIN2012-12-31521511275

Form 5500 Responses for NATIONAL ASSOCIATION OF COUNTY & CITY HEALTH OFFICIALS DEFINED CONTRIBUTION RETIREMENT PLAN

2022: NATIONAL ASSOCIATION OF COUNTY & CITY HEALTH OFFICIALS DEFINED CONTRIBUTION RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: NATIONAL ASSOCIATION OF COUNTY & CITY HEALTH OFFICIALS DEFINED CONTRIBUTION RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: NATIONAL ASSOCIATION OF COUNTY & CITY HEALTH OFFICIALS DEFINED CONTRIBUTION RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan benefit arrangement – InsuranceYes
2019: NATIONAL ASSOCIATION OF COUNTY & CITY HEALTH OFFICIALS DEFINED CONTRIBUTION RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan benefit arrangement – InsuranceYes
2018: NATIONAL ASSOCIATION OF COUNTY & CITY HEALTH OFFICIALS DEFINED CONTRIBUTION RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan benefit arrangement – InsuranceYes
2017: NATIONAL ASSOCIATION OF COUNTY & CITY HEALTH OFFICIALS DEFINED CONTRIBUTION RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedYes
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan benefit arrangement – InsuranceYes
2016: NATIONAL ASSOCIATION OF COUNTY & CITY HEALTH OFFICIALS DEFINED CONTRIBUTION RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan benefit arrangement – InsuranceYes
2015: NATIONAL ASSOCIATION OF COUNTY & CITY HEALTH OFFICIALS DEFINED CONTRIBUTION RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan benefit arrangement – InsuranceYes
2014: NATIONAL ASSOCIATION OF COUNTY & CITY HEALTH OFFICIALS DEFINED CONTRIBUTION RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan benefit arrangement – InsuranceYes
2013: NATIONAL ASSOCIATION OF COUNTY & CITY HEALTH OFFICIALS DEFINED CONTRIBUTION RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: NATIONAL ASSOCIATION OF COUNTY & CITY HEALTH OFFICIALS DEFINED CONTRIBUTION RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedYes
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number751074
Policy instance 5
Insurance contract or identification number751074
Number of Individuals Covered0
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 62764
Policy instance 4
Insurance contract or identification numberMR 62764
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number316181
Policy instance 3
Insurance contract or identification number316181
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number316180
Policy instance 2
Insurance contract or identification number316180
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number666371
Policy instance 1
Insurance contract or identification number666371
Number of Individuals Covered0
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number666371
Policy instance 1
Insurance contract or identification number666371
Number of Individuals Covered2
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $30
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $30
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number316180
Policy instance 2
Insurance contract or identification number316180
Number of Individuals Covered74
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number316181
Policy instance 3
Insurance contract or identification number316181
Number of Individuals Covered37
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 62764
Policy instance 4
Insurance contract or identification numberMR 62764
Number of Individuals Covered226
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $1,510
Total amount of fees paid to insurance companyUSD $0
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,510
Insurance broker organization code?3
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number751074
Policy instance 5
Insurance contract or identification number751074
Number of Individuals Covered72
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $3,830
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,830
Insurance broker organization code?3
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVF2371
Policy instance 1
Insurance contract or identification numberVF2371
Number of Individuals Covered12
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number316180
Policy instance 2
Insurance contract or identification number316180
Number of Individuals Covered76
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number316181
Policy instance 3
Insurance contract or identification number316181
Number of Individuals Covered39
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number62764 - 1
Policy instance 4
Insurance contract or identification number62764 - 1
Number of Individuals Covered189
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $1,146
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,146
Amount paid for insurance broker fees0
Insurance broker organization code?3
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number316180
Policy instance 2
Insurance contract or identification number316180
Number of Individuals Covered80
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number62764 - 1
Policy instance 4
Insurance contract or identification number62764 - 1
Number of Individuals Covered181
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $757
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $575
Amount paid for insurance broker fees0
Insurance broker organization code?3
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number316181
Policy instance 3
Insurance contract or identification number316181
Number of Individuals Covered40
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVF2371
Policy instance 1
Insurance contract or identification numberVF2371
Number of Individuals Covered12
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number62764 - 1
Policy instance 4
Insurance contract or identification number62764 - 1
Number of Individuals Covered194
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number316180
Policy instance 2
Insurance contract or identification number316180
Number of Individuals Covered83
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVF2371
Policy instance 1
Insurance contract or identification numberVF2371
Number of Individuals Covered12
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number316181
Policy instance 3
Insurance contract or identification number316181
Number of Individuals Covered44
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-751074
Policy instance 4
Insurance contract or identification numberGA-751074
Number of Individuals Covered62
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $4,197
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,197
Insurance broker organization code?3
Insurance broker nameLARA, MAY & ASSOCIATES LLC
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number316181
Policy instance 3
Insurance contract or identification number316181
Number of Individuals Covered44
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number316180
Policy instance 2
Insurance contract or identification number316180
Number of Individuals Covered87
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVFZ371
Policy instance 1
Insurance contract or identification numberVFZ371
Number of Individuals Covered180
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Other information about contractN/A
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number316180
Policy instance 2
Insurance contract or identification number316180
Number of Individuals Covered95
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number316181
Policy instance 3
Insurance contract or identification number316181
Number of Individuals Covered47
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberGA-751074
Policy instance 4
Insurance contract or identification numberGA-751074
Number of Individuals Covered132
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $3,346
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,346
Insurance broker organization code?3
Insurance broker nameLARA, MAY & ASSOCIATES LLC
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVFZ371
Policy instance 1
Insurance contract or identification numberVFZ371
Number of Individuals Covered164
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $649
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Other information about contractN/A
Commission paid to Insurance BrokerUSD $649
Insurance broker organization code?3
Insurance broker nameLARA, MAY AND ASSOCIATES LLC
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberGA-751074
Policy instance 4
Insurance contract or identification numberGA-751074
Number of Individuals Covered97
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $2,709
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,709
Insurance broker organization code?3
Insurance broker nameLARA MAY AND ASSOCIATES LLC
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVFZ371
Policy instance 1
Insurance contract or identification numberVFZ371
Number of Individuals Covered163
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $439
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Other information about contractN/A
Commission paid to Insurance BrokerUSD $439
Insurance broker organization code?3
Insurance broker nameLARA, MAY AND ASSOCIATES LLC
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number316181
Policy instance 3
Insurance contract or identification number316181
Number of Individuals Covered48
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number316180
Policy instance 2
Insurance contract or identification number316180
Number of Individuals Covered101
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number751074
Policy instance 4
Insurance contract or identification number751074
Number of Individuals Covered109
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $3,656
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,656
Insurance broker organization code?3
Insurance broker nameLARA MAY AND ASSOCIATES LLC
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number316181
Policy instance 3
Insurance contract or identification number316181
Number of Individuals Covered50
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVFZ371
Policy instance 1
Insurance contract or identification numberVFZ371
Number of Individuals Covered145
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $377
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Other information about contractN/A
Commission paid to Insurance BrokerUSD $377
Insurance broker organization code?3
Insurance broker nameLARA, MAY AND ASSOCIATES LLC
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number316180
Policy instance 2
Insurance contract or identification number316180
Number of Individuals Covered107
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number316181
Policy instance 3
Insurance contract or identification number316181
Number of Individuals Covered52
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPHZ371
Policy instance 1
Insurance contract or identification numberPHZ371
Number of Individuals Covered106
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $499
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Other information about contractN/A
Commission paid to Insurance BrokerUSD $499
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameLARA SHULL & MAY LLC
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number00000
Policy instance 4
Insurance contract or identification number00000
Number of Individuals Covered219
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number316180
Policy instance 2
Insurance contract or identification number316180
Number of Individuals Covered113
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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