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THE ARC OF FREDERICK COUNTY TAX DEFERRED SAVINGS PLAN 401k Plan overview

Plan NameTHE ARC OF FREDERICK COUNTY TAX DEFERRED SAVINGS PLAN
Plan identification number 001

THE ARC OF FREDERICK COUNTY TAX DEFERRED SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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

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

Company Name:THE ARC OF FREDERICK COUNTY, INC.
Employer identification number (EIN):526055211
NAIC Classification:624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE ARC OF FREDERICK COUNTY TAX DEFERRED SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-07-01
0012020-07-01
0012019-07-01
0012018-07-01
0012017-07-01
0012016-07-01JOANNA PIERSON
0012015-07-01JOANNA PIERSON
0012014-07-01JOANNA PIERSON2016-01-19
0012013-07-01JOANNA PIERSON2015-01-22 JOANNA PIERSON2015-01-22
0012012-07-01JOANNA PIERSON2013-12-12 JOANNA PIERSON2013-12-12
0012011-07-01JOANNA PIERSON2013-01-11 JOANNA PIERSON2013-01-11
0012010-07-01JOANNA PIERSON2012-04-13 JOANNA PIERSON2012-04-13
0012009-07-01SUSAN HARRISON SUSAN HARRISON2011-01-21

Plan Statistics for THE ARC OF FREDERICK COUNTY TAX DEFERRED SAVINGS PLAN

401k plan membership statisitcs for THE ARC OF FREDERICK COUNTY TAX DEFERRED SAVINGS PLAN

Measure Date Value
2021: THE ARC OF FREDERICK COUNTY TAX DEFERRED SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-07-01183
Total number of active participants reported on line 7a of the Form 55002021-07-01142
Number of retired or separated participants receiving benefits2021-07-011
Number of other retired or separated participants entitled to future benefits2021-07-0143
Total of all active and inactive participants2021-07-01186
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-010
Total participants2021-07-01186
Number of participants with account balances2021-07-01146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-010
2020: THE ARC OF FREDERICK COUNTY TAX DEFERRED SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-07-01183
Total number of active participants reported on line 7a of the Form 55002020-07-01131
Number of retired or separated participants receiving benefits2020-07-012
Number of other retired or separated participants entitled to future benefits2020-07-0141
Total of all active and inactive participants2020-07-01174
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-010
Total participants2020-07-01174
Number of participants with account balances2020-07-01132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-010
2019: THE ARC OF FREDERICK COUNTY TAX DEFERRED SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-07-01172
Total number of active participants reported on line 7a of the Form 55002019-07-01137
Number of retired or separated participants receiving benefits2019-07-0122
Number of other retired or separated participants entitled to future benefits2019-07-0118
Total of all active and inactive participants2019-07-01177
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-010
Total participants2019-07-01177
Number of participants with account balances2019-07-01144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-010
2018: THE ARC OF FREDERICK COUNTY TAX DEFERRED SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-01159
Total number of active participants reported on line 7a of the Form 55002018-07-01120
Number of retired or separated participants receiving benefits2018-07-0121
Number of other retired or separated participants entitled to future benefits2018-07-0118
Total of all active and inactive participants2018-07-01159
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-010
Total participants2018-07-01159
Number of participants with account balances2018-07-01158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-010
2017: THE ARC OF FREDERICK COUNTY TAX DEFERRED SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-01182
Total number of active participants reported on line 7a of the Form 55002017-07-01128
Number of retired or separated participants receiving benefits2017-07-0122
Number of other retired or separated participants entitled to future benefits2017-07-019
Total of all active and inactive participants2017-07-01159
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-010
Total participants2017-07-01159
Number of participants with account balances2017-07-01154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-010
2016: THE ARC OF FREDERICK COUNTY TAX DEFERRED SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-01131
Total number of active participants reported on line 7a of the Form 55002016-07-01153
Number of retired or separated participants receiving benefits2016-07-0122
Number of other retired or separated participants entitled to future benefits2016-07-017
Total of all active and inactive participants2016-07-01182
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-010
Total participants2016-07-01182
Number of participants with account balances2016-07-01136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-010
2015: THE ARC OF FREDERICK COUNTY TAX DEFERRED SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-01136
Total number of active participants reported on line 7a of the Form 55002015-07-0193
Number of retired or separated participants receiving benefits2015-07-0125
Number of other retired or separated participants entitled to future benefits2015-07-0113
Total of all active and inactive participants2015-07-01131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-010
Total participants2015-07-01131
Number of participants with account balances2015-07-01120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-010
2009: THE ARC OF FREDERICK COUNTY TAX DEFERRED SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-0126
Total number of active participants reported on line 7a of the Form 55002009-07-0124
Number of retired or separated participants receiving benefits2009-07-011
Number of other retired or separated participants entitled to future benefits2009-07-0138
Total of all active and inactive participants2009-07-0163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-010
Total participants2009-07-0163
Number of participants with account balances2009-07-0160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-011

Financial Data on THE ARC OF FREDERICK COUNTY TAX DEFERRED SAVINGS PLAN

Measure Date Value
2022 : THE ARC OF FREDERICK COUNTY TAX DEFERRED SAVINGS PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total income from all sources (including contributions)2022-06-30$-215,576
Total loss/gain on sale of assets2022-06-30$0
Total of all expenses incurred2022-06-30$913,637
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$889,773
Expenses. Certain deemed distributions of participant loans2022-06-30$1,951
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$814,599
Value of total assets at end of year2022-06-30$6,721,973
Value of total assets at beginning of year2022-06-30$7,851,186
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$21,913
Total interest from all sources2022-06-30$3,268
Total dividends received (eg from common stock, registered investment company shares)2022-06-30$372,798
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2022-06-30$372,798
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$500,000
If this is an individual account plan, was there a blackout period2022-06-30Yes
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Contributions received from participants2022-06-30$131,525
Participant contributions at end of year2022-06-30$67,352
Participant contributions at beginning of year2022-06-30$55,257
Income. Received or receivable in cash from other sources (including rollovers)2022-06-30$20,566
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$-1,129,213
Value of net assets at end of year (total assets less liabilities)2022-06-30$6,721,973
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$7,851,186
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30No
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-06-30$5,653,910
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-06-30$6,991,062
Interest on participant loans2022-06-30$3,268
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-06-30$338,203
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-06-30$315,196
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-06-30$-1,406,241
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30No
Was there a failure to transmit to the plan any participant contributions2022-06-30No
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Contributions received in cash from employer2022-06-30$662,508
Employer contributions (assets) at end of year2022-06-30$662,508
Employer contributions (assets) at beginning of year2022-06-30$489,671
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$889,773
Contract administrator fees2022-06-30$21,913
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-06-30Yes
Did the plan have assets held for investment2022-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-30No
Opinion of an independent qualified public accountant for this plan2022-06-30Unqualified
Accountancy firm name2022-06-30MULLEN SONDBERG WIMBISH & STONE, PA
Accountancy firm EIN2022-06-30521197902
2021 : THE ARC OF FREDERICK COUNTY TAX DEFERRED SAVINGS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total income from all sources (including contributions)2021-06-30$2,254,751
Total loss/gain on sale of assets2021-06-30$0
Total of all expenses incurred2021-06-30$309,016
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$272,613
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$622,675
Value of total assets at end of year2021-06-30$7,851,186
Value of total assets at beginning of year2021-06-30$5,905,451
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$36,403
Total interest from all sources2021-06-30$3,873
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$238,619
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2021-06-30$238,619
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$500,000
If this is an individual account plan, was there a blackout period2021-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-06-30$0
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Contributions received from participants2021-06-30$116,229
Participant contributions at end of year2021-06-30$55,257
Participant contributions at beginning of year2021-06-30$74,114
Income. Received or receivable in cash from other sources (including rollovers)2021-06-30$16,775
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$1,945,735
Value of net assets at end of year (total assets less liabilities)2021-06-30$7,851,186
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$5,905,451
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-06-30$6,991,062
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-06-30$5,522,386
Interest on participant loans2021-06-30$3,873
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-06-30$315,196
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-06-30$308,951
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-06-30$1,389,584
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30No
Was there a failure to transmit to the plan any participant contributions2021-06-30No
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Contributions received in cash from employer2021-06-30$489,671
Employer contributions (assets) at end of year2021-06-30$489,671
Employer contributions (assets) at beginning of year2021-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$272,613
Contract administrator fees2021-06-30$36,403
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Opinion of an independent qualified public accountant for this plan2021-06-30Disclaimer
Accountancy firm name2021-06-30MULLEN SONDBERG WIMBISH & STONE, PA
Accountancy firm EIN2021-06-30521197902
2020 : THE ARC OF FREDERICK COUNTY TAX DEFERRED SAVINGS PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total income from all sources (including contributions)2020-06-30$354,185
Total loss/gain on sale of assets2020-06-30$0
Total of all expenses incurred2020-06-30$483,765
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$452,857
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$117,796
Value of total assets at end of year2020-06-30$5,905,451
Value of total assets at beginning of year2020-06-30$6,035,031
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$30,908
Total interest from all sources2020-06-30$3,981
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$594,258
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2020-06-30$594,258
Administrative expenses professional fees incurred2020-06-30$7,300
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$500,000
If this is an individual account plan, was there a blackout period2020-06-30No
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Contributions received from participants2020-06-30$108,524
Participant contributions at end of year2020-06-30$74,114
Participant contributions at beginning of year2020-06-30$45,526
Income. Received or receivable in cash from other sources (including rollovers)2020-06-30$9,272
Administrative expenses (other) incurred2020-06-30$11,635
Total non interest bearing cash at end of year2020-06-30$0
Total non interest bearing cash at beginning of year2020-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$-129,580
Value of net assets at end of year (total assets less liabilities)2020-06-30$5,905,451
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$6,035,031
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Investment advisory and management fees2020-06-30$2,858
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-06-30$5,522,386
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$5,386,210
Income. Interest from loans (other than to participants)2020-06-30$3,981
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-06-30$308,951
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-06-30$311,037
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-06-30$-361,850
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30No
Was there a failure to transmit to the plan any participant contributions2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Employer contributions (assets) at end of year2020-06-30$0
Employer contributions (assets) at beginning of year2020-06-30$292,258
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$452,857
Contract administrator fees2020-06-30$9,115
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30Yes
Opinion of an independent qualified public accountant for this plan2020-06-30Disclaimer
Accountancy firm name2020-06-30MULLEN SONDBERG WIMBISH & STONE, PA
Accountancy firm EIN2020-06-30521197902
2019 : THE ARC OF FREDERICK COUNTY TAX DEFERRED SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total income from all sources (including contributions)2019-06-30$751,723
Total loss/gain on sale of assets2019-06-30$0
Total of all expenses incurred2019-06-30$929,774
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$905,310
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$419,745
Value of total assets at end of year2019-06-30$6,035,031
Value of total assets at beginning of year2019-06-30$6,213,082
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$24,464
Total interest from all sources2019-06-30$2,546
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$295,088
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2019-06-30$295,088
Administrative expenses professional fees incurred2019-06-30$6,700
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$500,000
If this is an individual account plan, was there a blackout period2019-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-06-30$0
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Contributions received from participants2019-06-30$120,681
Participant contributions at end of year2019-06-30$45,526
Participant contributions at beginning of year2019-06-30$65,385
Participant contributions at end of year2019-06-30$0
Participant contributions at beginning of year2019-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2019-06-30$8,733
Administrative expenses (other) incurred2019-06-30$2,932
Total non interest bearing cash at end of year2019-06-30$0
Total non interest bearing cash at beginning of year2019-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$-178,051
Value of net assets at end of year (total assets less liabilities)2019-06-30$6,035,031
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$6,213,082
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Investment advisory and management fees2019-06-30$5,863
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-06-30$5,386,210
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$5,532,542
Interest on participant loans2019-06-30$2,546
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-06-30$311,037
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-06-30$303,469
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-06-30$34,344
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30No
Was there a failure to transmit to the plan any participant contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Contributions received in cash from employer2019-06-30$290,331
Employer contributions (assets) at end of year2019-06-30$292,258
Employer contributions (assets) at beginning of year2019-06-30$311,686
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$905,310
Contract administrator fees2019-06-30$8,969
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30Yes
Opinion of an independent qualified public accountant for this plan2019-06-30Disclaimer
Accountancy firm name2019-06-30MULLEN SONDBERG WIMBISH & STONE, PA
Accountancy firm EIN2019-06-30521197902
2018 : THE ARC OF FREDERICK COUNTY TAX DEFERRED SAVINGS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total income from all sources (including contributions)2018-06-30$909,088
Total loss/gain on sale of assets2018-06-30$0
Total of all expenses incurred2018-06-30$113,322
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$91,613
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$450,554
Value of total assets at end of year2018-06-30$6,213,082
Value of total assets at beginning of year2018-06-30$5,417,316
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$21,709
Total interest from all sources2018-06-30$3,506
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$219,144
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2018-06-30$219,144
Administrative expenses professional fees incurred2018-06-30$4,173
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$500,000
If this is an individual account plan, was there a blackout period2018-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-06-30$0
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Contributions received from participants2018-06-30$129,661
Participant contributions at end of year2018-06-30$65,385
Participant contributions at beginning of year2018-06-30$79,883
Participant contributions at end of year2018-06-30$0
Participant contributions at beginning of year2018-06-30$4,563
Income. Received or receivable in cash from other sources (including rollovers)2018-06-30$9,207
Total non interest bearing cash at end of year2018-06-30$0
Total non interest bearing cash at beginning of year2018-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$795,766
Value of net assets at end of year (total assets less liabilities)2018-06-30$6,213,082
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$5,417,316
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Investment advisory and management fees2018-06-30$7,086
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-06-30$5,532,542
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$4,576,376
Interest on participant loans2018-06-30$3,506
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-06-30$303,469
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-06-30$296,822
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-06-30$235,884
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30No
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Contributions received in cash from employer2018-06-30$311,686
Employer contributions (assets) at end of year2018-06-30$311,686
Employer contributions (assets) at beginning of year2018-06-30$459,672
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$91,613
Contract administrator fees2018-06-30$10,450
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30Yes
Opinion of an independent qualified public accountant for this plan2018-06-30Disclaimer
Accountancy firm name2018-06-30MULLEN SONDBERG WIMBISH & STONE, PA
Accountancy firm EIN2018-06-30521197902
2017 : THE ARC OF FREDERICK COUNTY TAX DEFERRED SAVINGS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total income from all sources (including contributions)2017-06-30$1,148,523
Total loss/gain on sale of assets2017-06-30$0
Total of all expenses incurred2017-06-30$127,528
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$118,548
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$573,881
Value of total assets at end of year2017-06-30$5,417,316
Value of total assets at beginning of year2017-06-30$4,396,321
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$8,980
Total interest from all sources2017-06-30$3,732
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$143,043
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2017-06-30$143,043
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$450,000
If this is an individual account plan, was there a blackout period2017-06-30No
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Contributions received from participants2017-06-30$114,209
Participant contributions at end of year2017-06-30$79,883
Participant contributions at beginning of year2017-06-30$93,138
Participant contributions at end of year2017-06-30$4,563
Participant contributions at beginning of year2017-06-30$4,305
Total non interest bearing cash at end of year2017-06-30$0
Total non interest bearing cash at beginning of year2017-06-30$5
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$1,020,995
Value of net assets at end of year (total assets less liabilities)2017-06-30$5,417,316
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$4,396,321
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-06-30$4,576,376
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$3,896,813
Interest on participant loans2017-06-30$3,732
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-06-30$296,822
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-06-30$427,867
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30No
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$459,672
Employer contributions (assets) at end of year2017-06-30$459,672
Employer contributions (assets) at beginning of year2017-06-30$402,060
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$118,548
Contract administrator fees2017-06-30$8,980
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30Yes
Opinion of an independent qualified public accountant for this plan2017-06-30Disclaimer
Accountancy firm name2017-06-30MULLEN SONDBERG WIMBISH & STONE, PA
Accountancy firm EIN2017-06-30521197902
2016 : THE ARC OF FREDERICK COUNTY TAX DEFERRED SAVINGS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total income from all sources (including contributions)2016-06-30$530,298
Total loss/gain on sale of assets2016-06-30$0
Total of all expenses incurred2016-06-30$214,349
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$214,349
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$523,615
Value of total assets at end of year2016-06-30$4,396,321
Value of total assets at beginning of year2016-06-30$4,080,372
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$0
Total interest from all sources2016-06-30$764
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$450,000
If this is an individual account plan, was there a blackout period2016-06-30Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-06-30$0
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Contributions received from participants2016-06-30$121,555
Participant contributions at end of year2016-06-30$93,138
Participant contributions at beginning of year2016-06-30$6,905
Participant contributions at end of year2016-06-30$4,305
Participant contributions at beginning of year2016-06-30$0
Total non interest bearing cash at end of year2016-06-30$5
Total non interest bearing cash at beginning of year2016-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$315,949
Value of net assets at end of year (total assets less liabilities)2016-06-30$4,396,321
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$4,080,372
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$3,896,813
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$3,741,953
Income. Interest from loans (other than to participants)2016-06-30$764
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-06-30$5,919
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30No
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$402,060
Employer contributions (assets) at end of year2016-06-30$402,060
Employer contributions (assets) at beginning of year2016-06-30$331,514
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$214,349
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-06-30Yes
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30Yes
Opinion of an independent qualified public accountant for this plan2016-06-30Disclaimer
Accountancy firm name2016-06-30MULLEN SONDBERG WIMBISH & STONE, PA
Accountancy firm EIN2016-06-30521197902
2010 : THE ARC OF FREDERICK COUNTY TAX DEFERRED SAVINGS PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-06-30$0

Form 5500 Responses for THE ARC OF FREDERICK COUNTY TAX DEFERRED SAVINGS PLAN

2021: THE ARC OF FREDERICK COUNTY TAX DEFERRED SAVINGS PLAN 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Submission has been amendedNo
2021-07-01This submission is the final filingNo
2021-07-01This return/report is a short plan year return/report (less than 12 months)No
2021-07-01Plan is a collectively bargained planNo
2021-07-01Plan funding arrangement – InsuranceYes
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement – InsuranceYes
2021-07-01Plan benefit arrangement - TrustYes
2020: THE ARC OF FREDERICK COUNTY TAX DEFERRED SAVINGS PLAN 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Submission has been amendedNo
2020-07-01This submission is the final filingNo
2020-07-01This return/report is a short plan year return/report (less than 12 months)No
2020-07-01Plan is a collectively bargained planNo
2020-07-01Plan funding arrangement – InsuranceYes
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement – InsuranceYes
2020-07-01Plan benefit arrangement - TrustYes
2019: THE ARC OF FREDERICK COUNTY TAX DEFERRED SAVINGS PLAN 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Submission has been amendedNo
2019-07-01This submission is the final filingNo
2019-07-01This return/report is a short plan year return/report (less than 12 months)No
2019-07-01Plan is a collectively bargained planNo
2019-07-01Plan funding arrangement – InsuranceYes
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement – InsuranceYes
2019-07-01Plan benefit arrangement - TrustYes
2018: THE ARC OF FREDERICK COUNTY TAX DEFERRED SAVINGS PLAN 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Submission has been amendedNo
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planNo
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement – InsuranceYes
2018-07-01Plan benefit arrangement - TrustYes
2017: THE ARC OF FREDERICK COUNTY TAX DEFERRED SAVINGS PLAN 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Submission has been amendedNo
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planNo
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement – InsuranceYes
2017-07-01Plan benefit arrangement - TrustYes
2016: THE ARC OF FREDERICK COUNTY TAX DEFERRED SAVINGS PLAN 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement – InsuranceYes
2016-07-01Plan benefit arrangement - TrustYes
2015: THE ARC OF FREDERICK COUNTY TAX DEFERRED SAVINGS PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement - TrustYes
2009: THE ARC OF FREDERICK COUNTY TAX DEFERRED SAVINGS PLAN 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedNo
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number999999
Policy instance 1
Insurance contract or identification number999999
Number of Individuals Covered0
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number664TP8
Policy instance 2
Insurance contract or identification number664TP8
Number of Individuals Covered145
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
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
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number999999
Policy instance 1
Insurance contract or identification number999999
Number of Individuals Covered2
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number999999
Policy instance 1
Insurance contract or identification number999999
Number of Individuals Covered2
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number999999
Policy instance 1
Insurance contract or identification number999999
Number of Individuals Covered1
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number999999
Policy instance 1
Insurance contract or identification number999999
Number of Individuals Covered1
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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