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COUNCIL OF CHIEF STATE SCHOOL OFFICERS 401(K) AND 401k Plan overview

Plan NameCOUNCIL OF CHIEF STATE SCHOOL OFFICERS 401(K) AND
Plan identification number 002

COUNCIL OF CHIEF STATE SCHOOL OFFICERS 401(K) AND Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

COUNCIL OF CHIEF STATE SCHOOL has sponsored the creation of one or more 401k plans.

Company Name:COUNCIL OF CHIEF STATE SCHOOL
Employer identification number (EIN):530198090
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan COUNCIL OF CHIEF STATE SCHOOL OFFICERS 401(K) AND

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022019-07-01
0022018-07-01
0022017-07-01
0022016-07-01BRUCE BUTERBAUGH
0022015-07-01BRUCE BUTERBAUGH BRUCE BUTERBAUGH2017-03-23
0022014-07-01BRUCE BUTERBAUGH BRUCE BUTERBAUGH2016-04-04
0022014-07-01BRUCE BUTERBAUGH BRUCE BUTERBAUGH2017-03-21
0022013-07-01BRUCE BUTERBAUGH, CPA BRUCE BUTERBAUGH, CPA2015-02-23
0022012-07-01BRUCE BUTERBAUGH
0022011-07-01BRUCE BUTERBAUGH BRUCE BUTERBAUGH2013-04-08
0022010-07-01BRUCE N. BUTERBAUGH
0022009-07-01TRESSA OLIVER TRESSA OLIVER2011-03-21
0022009-07-012011-03-16
0022009-07-01BRUCE BUTERBAUGH
0022009-07-012011-03-16
0022009-07-012011-03-16
0022008-07-01TRESSA OLIVER
0022007-07-01TRESSA OLIVER
0022006-07-01TRESSA OLIVER

Plan Statistics for COUNCIL OF CHIEF STATE SCHOOL OFFICERS 401(K) AND

401k plan membership statisitcs for COUNCIL OF CHIEF STATE SCHOOL OFFICERS 401(K) AND

Measure Date Value
2019: COUNCIL OF CHIEF STATE SCHOOL OFFICERS 401(K) AND 2019 401k membership
Total participants, beginning-of-year2019-07-01150
Total number of active participants reported on line 7a of the Form 55002019-07-0171
Number of retired or separated participants receiving benefits2019-07-012
Number of other retired or separated participants entitled to future benefits2019-07-0171
Total of all active and inactive participants2019-07-01144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-010
Total participants2019-07-01144
Number of participants with account balances2019-07-01142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-017
2018: COUNCIL OF CHIEF STATE SCHOOL OFFICERS 401(K) AND 2018 401k membership
Total participants, beginning-of-year2018-07-01146
Total number of active participants reported on line 7a of the Form 55002018-07-0179
Number of retired or separated participants receiving benefits2018-07-010
Number of other retired or separated participants entitled to future benefits2018-07-0171
Total of all active and inactive participants2018-07-01150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-010
Total participants2018-07-01150
Number of participants with account balances2018-07-01148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-018
2017: COUNCIL OF CHIEF STATE SCHOOL OFFICERS 401(K) AND 2017 401k membership
Total participants, beginning-of-year2017-07-01141
Total number of active participants reported on line 7a of the Form 55002017-07-0183
Number of retired or separated participants receiving benefits2017-07-011
Number of other retired or separated participants entitled to future benefits2017-07-0162
Total of all active and inactive participants2017-07-01146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-010
Total participants2017-07-01146
Number of participants with account balances2017-07-01144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-017
2016: COUNCIL OF CHIEF STATE SCHOOL OFFICERS 401(K) AND 2016 401k membership
Total participants, beginning-of-year2016-07-01141
Total number of active participants reported on line 7a of the Form 55002016-07-0184
Number of retired or separated participants receiving benefits2016-07-012
Number of other retired or separated participants entitled to future benefits2016-07-0155
Total of all active and inactive participants2016-07-01141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-010
Total participants2016-07-01141
Number of participants with account balances2016-07-01140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-015
2015: COUNCIL OF CHIEF STATE SCHOOL OFFICERS 401(K) AND 2015 401k membership
Total participants, beginning-of-year2015-07-01135
Total number of active participants reported on line 7a of the Form 55002015-07-0180
Number of retired or separated participants receiving benefits2015-07-011
Number of other retired or separated participants entitled to future benefits2015-07-0160
Total of all active and inactive participants2015-07-01141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-010
Total participants2015-07-01141
Number of participants with account balances2015-07-01139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-013
2014: COUNCIL OF CHIEF STATE SCHOOL OFFICERS 401(K) AND 2014 401k membership
Total participants, beginning-of-year2014-07-01135
Total number of active participants reported on line 7a of the Form 55002014-07-0176
Number of retired or separated participants receiving benefits2014-07-011
Number of other retired or separated participants entitled to future benefits2014-07-0158
Total of all active and inactive participants2014-07-01135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-010
Total participants2014-07-01135
Number of participants with account balances2014-07-01134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-018
2013: COUNCIL OF CHIEF STATE SCHOOL OFFICERS 401(K) AND 2013 401k membership
Total participants, beginning-of-year2013-07-01131
Total number of active participants reported on line 7a of the Form 55002013-07-0174
Number of retired or separated participants receiving benefits2013-07-011
Number of other retired or separated participants entitled to future benefits2013-07-0159
Total of all active and inactive participants2013-07-01134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-010
Total participants2013-07-01134
Number of participants with account balances2013-07-01134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-019
2012: COUNCIL OF CHIEF STATE SCHOOL OFFICERS 401(K) AND 2012 401k membership
Total participants, beginning-of-year2012-07-01125
Total number of active participants reported on line 7a of the Form 55002012-07-0173
Number of retired or separated participants receiving benefits2012-07-011
Number of other retired or separated participants entitled to future benefits2012-07-0157
Total of all active and inactive participants2012-07-01131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-010
Total participants2012-07-01131
Number of participants with account balances2012-07-01131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-0110
2011: COUNCIL OF CHIEF STATE SCHOOL OFFICERS 401(K) AND 2011 401k membership
Total participants, beginning-of-year2011-07-01116
Total number of active participants reported on line 7a of the Form 55002011-07-0176
Number of retired or separated participants receiving benefits2011-07-011
Number of other retired or separated participants entitled to future benefits2011-07-0148
Total of all active and inactive participants2011-07-01125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-010
Total participants2011-07-01125
Number of participants with account balances2011-07-01125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-014
2010: COUNCIL OF CHIEF STATE SCHOOL OFFICERS 401(K) AND 2010 401k membership
Total participants, beginning-of-year2010-07-01108
Total number of active participants reported on line 7a of the Form 55002010-07-0174
Number of retired or separated participants receiving benefits2010-07-011
Number of other retired or separated participants entitled to future benefits2010-07-0141
Total of all active and inactive participants2010-07-01116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-07-010
Total participants2010-07-01116
Number of participants with account balances2010-07-01116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-07-015
2009: COUNCIL OF CHIEF STATE SCHOOL OFFICERS 401(K) AND 2009 401k membership
Total participants, beginning-of-year2009-07-01111
Total number of active participants reported on line 7a of the Form 55002009-07-0166
Number of retired or separated participants receiving benefits2009-07-011
Number of other retired or separated participants entitled to future benefits2009-07-0141
Total of all active and inactive participants2009-07-01108
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-010
Total participants2009-07-01108
Number of participants with account balances2009-07-01108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-014
2008: COUNCIL OF CHIEF STATE SCHOOL OFFICERS 401(K) AND 2008 401k membership
Total participants, beginning-of-year2008-07-01109
Total number of active participants reported on line 7a of the Form 55002008-07-0167
Number of retired or separated participants receiving benefits2008-07-012
Number of other retired or separated participants entitled to future benefits2008-07-0142
Total of all active and inactive participants2008-07-01111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2008-07-010
Total participants2008-07-01111
Number of participants with account balances2008-07-01111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2008-07-015
2007: COUNCIL OF CHIEF STATE SCHOOL OFFICERS 401(K) AND 2007 401k membership
Total participants, beginning-of-year2007-07-01109
Total number of active participants reported on line 7a of the Form 55002007-07-0160
Number of retired or separated participants receiving benefits2007-07-012
Number of other retired or separated participants entitled to future benefits2007-07-0146
Total of all active and inactive participants2007-07-01108
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2007-07-010
Total participants2007-07-01108
Number of participants with account balances2007-07-01107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2007-07-0112
2006: COUNCIL OF CHIEF STATE SCHOOL OFFICERS 401(K) AND 2006 401k membership
Total participants, beginning-of-year2006-07-01110
Total number of active participants reported on line 7a of the Form 55002006-07-0173
Number of retired or separated participants receiving benefits2006-07-012
Number of other retired or separated participants entitled to future benefits2006-07-0134
Total of all active and inactive participants2006-07-01109
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2006-07-010
Total participants2006-07-01109
Number of participants with account balances2006-07-01108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2006-07-017
Number of employers contributing to the scheme2006-07-0118

Financial Data on COUNCIL OF CHIEF STATE SCHOOL OFFICERS 401(K) AND

Measure Date Value
2020 : COUNCIL OF CHIEF STATE SCHOOL OFFICERS 401(K) AND 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$2,055,221
Total loss/gain on sale of assets2020-06-30$0
Total of all expenses incurred2020-06-30$1,417,032
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$1,389,886
Expenses. Certain deemed distributions of participant loans2020-06-30$0
Value of total corrective distributions2020-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$1,365,132
Value of total assets at end of year2020-06-30$15,542,779
Value of total assets at beginning of year2020-06-30$14,904,590
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$27,146
Total interest from all sources2020-06-30$38,880
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$213,421
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$213,421
Administrative expenses professional fees incurred2020-06-30$0
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$5,000,000
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$517,349
Participant contributions at end of year2020-06-30$157,015
Participant contributions at beginning of year2020-06-30$164,088
Assets. Other investments not covered elsewhere at end of year2020-06-30$0
Assets. Other investments not covered elsewhere at beginning of year2020-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2020-06-30$134,886
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-06-30$0
Other income not declared elsewhere2020-06-30$0
Administrative expenses (other) incurred2020-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$638,189
Value of net assets at end of year (total assets less liabilities)2020-06-30$15,542,779
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$14,904,590
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$25,256
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-06-30$14,385,283
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$13,796,608
Value of interest in pooled separate accounts at end of year2020-06-30$0
Value of interest in pooled separate accounts at beginning of year2020-06-30$0
Interest on participant loans2020-06-30$11,552
Interest earned on other investments2020-06-30$27,328
Value of interest in common/collective trusts at end of year2020-06-30$0
Value of interest in common/collective trusts at beginning of year2020-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-06-30$1,000,481
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-06-30$943,894
Expenses. Payments to insurance carriers foe the provision of benefits2020-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-06-30$-39,232
Net investment gain/loss from pooled separate accounts2020-06-30$477,020
Net investment gain or loss from common/collective trusts2020-06-30$0
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
Assets. Invements in employer securities at end of year2020-06-30$0
Assets. Invements in employer securities at beginning of year2020-06-30$0
Contributions received in cash from employer2020-06-30$712,897
Income. Dividends from common stock2020-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$1,389,886
Contract administrator fees2020-06-30$1,890
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 name2020-06-30DIXON HUGHES GOODMAN
Accountancy firm EIN2020-06-30560747981
2019 : COUNCIL OF CHIEF STATE SCHOOL OFFICERS 401(K) AND 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total income from all sources (including contributions)2019-06-30$2,504,576
Total loss/gain on sale of assets2019-06-30$0
Total of all expenses incurred2019-06-30$1,388,127
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$1,363,067
Expenses. Certain deemed distributions of participant loans2019-06-30$0
Value of total corrective distributions2019-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$1,548,629
Value of total assets at end of year2019-06-30$14,904,589
Value of total assets at beginning of year2019-06-30$13,788,140
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$25,060
Total interest from all sources2019-06-30$36,330
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$165,679
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$165,679
Administrative expenses professional fees incurred2019-06-30$0
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$5,000,000
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$540,832
Participant contributions at end of year2019-06-30$164,088
Participant contributions at beginning of year2019-06-30$152,471
Assets. Other investments not covered elsewhere at end of year2019-06-30$0
Assets. Other investments not covered elsewhere at beginning of year2019-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2019-06-30$213,343
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-06-30$0
Other income not declared elsewhere2019-06-30$0
Administrative expenses (other) incurred2019-06-30$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$1,116,449
Value of net assets at end of year (total assets less liabilities)2019-06-30$14,904,589
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$13,788,140
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$23,898
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-06-30$13,796,607
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$12,695,458
Value of interest in pooled separate accounts at end of year2019-06-30$0
Value of interest in pooled separate accounts at beginning of year2019-06-30$0
Interest on participant loans2019-06-30$8,334
Interest earned on other investments2019-06-30$27,996
Value of interest in common/collective trusts at end of year2019-06-30$0
Value of interest in common/collective trusts at beginning of year2019-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-06-30$943,894
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-06-30$940,211
Expenses. Payments to insurance carriers foe the provision of benefits2019-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-06-30$184,511
Net investment gain/loss from pooled separate accounts2019-06-30$569,427
Net investment gain or loss from common/collective trusts2019-06-30$0
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
Assets. Invements in employer securities at end of year2019-06-30$0
Assets. Invements in employer securities at beginning of year2019-06-30$0
Contributions received in cash from employer2019-06-30$794,454
Income. Dividends from common stock2019-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$1,363,067
Contract administrator fees2019-06-30$1,162
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 name2019-06-30DIXON HUGHES GOODMAN
Accountancy firm EIN2019-06-30560747981
2018 : COUNCIL OF CHIEF STATE SCHOOL OFFICERS 401(K) AND 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total income from all sources (including contributions)2018-06-30$2,749,703
Total loss/gain on sale of assets2018-06-30$0
Total of all expenses incurred2018-06-30$868,591
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$846,117
Expenses. Certain deemed distributions of participant loans2018-06-30$0
Value of total corrective distributions2018-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$1,394,907
Value of total assets at end of year2018-06-30$13,788,140
Value of total assets at beginning of year2018-06-30$11,907,028
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$22,474
Total interest from all sources2018-06-30$42,752
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$152,268
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$152,268
Administrative expenses professional fees incurred2018-06-30$0
Was this plan covered by a fidelity bond2018-06-30No
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$506,899
Participant contributions at end of year2018-06-30$152,471
Participant contributions at beginning of year2018-06-30$220,390
Assets. Other investments not covered elsewhere at end of year2018-06-30$0
Assets. Other investments not covered elsewhere at beginning of year2018-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2018-06-30$109,150
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-06-30$0
Other income not declared elsewhere2018-06-30$0
Administrative expenses (other) incurred2018-06-30$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$1,881,112
Value of net assets at end of year (total assets less liabilities)2018-06-30$13,788,140
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$11,907,028
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$21,869
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-06-30$12,695,458
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$10,781,449
Value of interest in pooled separate accounts at end of year2018-06-30$0
Value of interest in pooled separate accounts at beginning of year2018-06-30$0
Interest on participant loans2018-06-30$10,524
Interest earned on other investments2018-06-30$32,228
Value of interest in common/collective trusts at end of year2018-06-30$0
Value of interest in common/collective trusts at beginning of year2018-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-06-30$940,211
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-06-30$905,189
Expenses. Payments to insurance carriers foe the provision of benefits2018-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-06-30$296,501
Net investment gain/loss from pooled separate accounts2018-06-30$863,275
Net investment gain or loss from common/collective trusts2018-06-30$0
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
Assets. Invements in employer securities at end of year2018-06-30$0
Assets. Invements in employer securities at beginning of year2018-06-30$0
Contributions received in cash from employer2018-06-30$778,858
Income. Dividends from common stock2018-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$846,117
Contract administrator fees2018-06-30$605
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 name2018-06-30DIXON HUGHES GOODMAN LLP
Accountancy firm EIN2018-06-30560747981
2017 : COUNCIL OF CHIEF STATE SCHOOL OFFICERS 401(K) AND 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-06-30$0
Total transfer of assets to this plan2017-06-30$2,678
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$2,868,102
Total loss/gain on sale of assets2017-06-30$0
Total of all expenses incurred2017-06-30$1,456,213
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$1,446,365
Expenses. Certain deemed distributions of participant loans2017-06-30$0
Value of total corrective distributions2017-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$1,363,343
Value of total assets at end of year2017-06-30$11,907,028
Value of total assets at beginning of year2017-06-30$10,492,461
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$9,848
Total interest from all sources2017-06-30$40,178
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$17,906
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$17,906
Administrative expenses professional fees incurred2017-06-30$0
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$5,000,000
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$522,188
Participant contributions at end of year2017-06-30$220,390
Participant contributions at beginning of year2017-06-30$229,758
Assets. Other investments not covered elsewhere at end of year2017-06-30$0
Assets. Other investments not covered elsewhere at beginning of year2017-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2017-06-30$8,725
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-06-30$0
Other income not declared elsewhere2017-06-30$0
Administrative expenses (other) incurred2017-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$1,411,889
Value of net assets at end of year (total assets less liabilities)2017-06-30$11,907,028
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$10,492,461
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
Investment advisory and management fees2017-06-30$7,904
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-06-30$10,781,449
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$9,376,079
Value of interest in pooled separate accounts at end of year2017-06-30$0
Value of interest in pooled separate accounts at beginning of year2017-06-30$0
Interest on participant loans2017-06-30$12,408
Interest earned on other investments2017-06-30$27,770
Value of interest in common/collective trusts at end of year2017-06-30$0
Value of interest in common/collective trusts at beginning of year2017-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-06-30$905,189
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-06-30$886,624
Expenses. Payments to insurance carriers foe the provision of benefits2017-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-06-30$293,299
Net investment gain/loss from pooled separate accounts2017-06-30$1,153,376
Net investment gain or loss from common/collective trusts2017-06-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30Yes
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
Assets. Invements in employer securities at end of year2017-06-30$0
Assets. Invements in employer securities at beginning of year2017-06-30$0
Contributions received in cash from employer2017-06-30$832,430
Income. Dividends from common stock2017-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$1,446,365
Contract administrator fees2017-06-30$1,944
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 name2017-06-30DIXON HUGHES GOODMAN
Accountancy firm EIN2017-06-30560747981
2016 : COUNCIL OF CHIEF STATE SCHOOL OFFICERS 401(K) AND 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total income from all sources (including contributions)2016-06-30$1,203,864
Total loss/gain on sale of assets2016-06-30$0
Total of all expenses incurred2016-06-30$1,178,327
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$1,176,448
Expenses. Certain deemed distributions of participant loans2016-06-30$0
Value of total corrective distributions2016-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$1,345,772
Value of total assets at end of year2016-06-30$10,540,521
Value of total assets at beginning of year2016-06-30$10,514,984
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$1,879
Total interest from all sources2016-06-30$43,712
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
Total dividends received from registered investment company shares (eg mutual funds)2016-06-30$0
Administrative expenses professional fees incurred2016-06-30$0
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$1,000,000
If this is an individual account plan, was there a blackout period2016-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-06-30$0
Funding deficiency by the employer to the plan for this plan year2016-06-30$0
Minimum employer required contribution for this plan year2016-06-30$0
Amount contributed by the employer to the plan for this plan year2016-06-30$0
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Contributions received from participants2016-06-30$460,336
Participant contributions at end of year2016-06-30$229,758
Participant contributions at beginning of year2016-06-30$150,091
Participant contributions at end of year2016-06-30$18,732
Assets. Other investments not covered elsewhere at end of year2016-06-30$0
Assets. Other investments not covered elsewhere at beginning of year2016-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2016-06-30$97,704
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-06-30$0
Other income not declared elsewhere2016-06-30$0
Administrative expenses (other) incurred2016-06-30$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$25,537
Value of net assets at end of year (total assets less liabilities)2016-06-30$10,540,521
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$10,514,984
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
Investment advisory and management fees2016-06-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$9,376,079
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$9,044,246
Value of interest in pooled separate accounts at end of year2016-06-30$0
Value of interest in pooled separate accounts at beginning of year2016-06-30$0
Interest on participant loans2016-06-30$9,204
Interest earned on other investments2016-06-30$34,508
Value of interest in common/collective trusts at end of year2016-06-30$0
Value of interest in common/collective trusts at beginning of year2016-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-06-30$886,624
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-06-30$1,320,647
Expenses. Payments to insurance carriers foe the provision of benefits2016-06-30$0
Net investment gain/loss from pooled separate accounts2016-06-30$-185,620
Net investment gain or loss from common/collective trusts2016-06-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30Yes
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
Assets. Invements in employer securities at end of year2016-06-30$0
Assets. Invements in employer securities at beginning of year2016-06-30$0
Contributions received in cash from employer2016-06-30$787,732
Employer contributions (assets) at end of year2016-06-30$29,328
Income. Dividends from common stock2016-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$1,176,448
Contract administrator fees2016-06-30$1,879
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 name2016-06-30DIXON HUGHES GOODMAN
Accountancy firm EIN2016-06-30560747981
2015 : COUNCIL OF CHIEF STATE SCHOOL OFFICERS 401(K) AND 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total income from all sources (including contributions)2015-06-30$1,556,182
Total loss/gain on sale of assets2015-06-30$0
Total of all expenses incurred2015-06-30$1,027,495
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$1,025,849
Expenses. Certain deemed distributions of participant loans2015-06-30$0
Value of total corrective distributions2015-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$1,229,946
Value of total assets at end of year2015-06-30$10,514,984
Value of total assets at beginning of year2015-06-30$9,986,297
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$1,646
Total interest from all sources2015-06-30$39,021
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2015-06-30$0
Administrative expenses professional fees incurred2015-06-30$0
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$5,000,000
If this is an individual account plan, was there a blackout period2015-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-06-30$0
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Contributions received from participants2015-06-30$430,528
Participant contributions at end of year2015-06-30$150,091
Participant contributions at beginning of year2015-06-30$128,693
Assets. Other investments not covered elsewhere at end of year2015-06-30$0
Assets. Other investments not covered elsewhere at beginning of year2015-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2015-06-30$100,621
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-06-30$0
Other income not declared elsewhere2015-06-30$0
Administrative expenses (other) incurred2015-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$528,687
Value of net assets at end of year (total assets less liabilities)2015-06-30$10,514,984
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$9,986,297
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Investment advisory and management fees2015-06-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-06-30$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$0
Value of interest in pooled separate accounts at end of year2015-06-30$9,044,246
Value of interest in pooled separate accounts at beginning of year2015-06-30$9,169,309
Interest on participant loans2015-06-30$7,645
Interest earned on other investments2015-06-30$31,376
Value of interest in common/collective trusts at end of year2015-06-30$0
Value of interest in common/collective trusts at beginning of year2015-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-06-30$1,320,647
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-06-30$688,295
Expenses. Payments to insurance carriers foe the provision of benefits2015-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-06-30$0
Net investment gain/loss from pooled separate accounts2015-06-30$287,215
Net investment gain or loss from common/collective trusts2015-06-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30Yes
Was there a failure to transmit to the plan any participant contributions2015-06-30Yes
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Assets. Invements in employer securities at end of year2015-06-30$0
Assets. Invements in employer securities at beginning of year2015-06-30$0
Contributions received in cash from employer2015-06-30$698,797
Income. Dividends from common stock2015-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$1,025,849
Contract administrator fees2015-06-30$1,646
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30Yes
Opinion of an independent qualified public accountant for this plan2015-06-30Disclaimer
Accountancy firm name2015-06-30DIXON HUGHES GOODMAN
Accountancy firm EIN2015-06-30560747981
2014 : COUNCIL OF CHIEF STATE SCHOOL OFFICERS 401(K) AND 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total income from all sources (including contributions)2014-06-30$2,604,092
Total loss/gain on sale of assets2014-06-30$0
Total of all expenses incurred2014-06-30$752,521
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$749,165
Expenses. Certain deemed distributions of participant loans2014-06-30$0
Value of total corrective distributions2014-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$1,082,268
Value of total assets at end of year2014-06-30$9,986,297
Value of total assets at beginning of year2014-06-30$8,134,726
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$3,356
Total interest from all sources2014-06-30$27,838
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2014-06-30$0
Administrative expenses professional fees incurred2014-06-30$0
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$5,000,000
If this is an individual account plan, was there a blackout period2014-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-06-30$0
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Contributions received from participants2014-06-30$392,006
Participant contributions at end of year2014-06-30$128,693
Participant contributions at beginning of year2014-06-30$105,741
Assets. Other investments not covered elsewhere at end of year2014-06-30$0
Assets. Other investments not covered elsewhere at beginning of year2014-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2014-06-30$38,553
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-06-30$0
Other income not declared elsewhere2014-06-30$0
Administrative expenses (other) incurred2014-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$1,851,571
Value of net assets at end of year (total assets less liabilities)2014-06-30$9,986,297
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$8,134,726
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Investment advisory and management fees2014-06-30$2,045
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-06-30$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$0
Value of interest in pooled separate accounts at end of year2014-06-30$9,169,309
Value of interest in pooled separate accounts at beginning of year2014-06-30$7,210,084
Interest on participant loans2014-06-30$6,646
Interest earned on other investments2014-06-30$21,192
Value of interest in common/collective trusts at end of year2014-06-30$0
Value of interest in common/collective trusts at beginning of year2014-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-06-30$688,295
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-06-30$818,901
Expenses. Payments to insurance carriers foe the provision of benefits2014-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-06-30$0
Net investment gain/loss from pooled separate accounts2014-06-30$1,493,986
Net investment gain or loss from common/collective trusts2014-06-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30No
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Assets. Invements in employer securities at end of year2014-06-30$0
Assets. Invements in employer securities at beginning of year2014-06-30$0
Contributions received in cash from employer2014-06-30$651,709
Income. Dividends from common stock2014-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$749,165
Contract administrator fees2014-06-30$1,311
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30Yes
Opinion of an independent qualified public accountant for this plan2014-06-30Disclaimer
Accountancy firm name2014-06-30DIXON HUGHES GOODMAN
Accountancy firm EIN2014-06-30560747981
2013 : COUNCIL OF CHIEF STATE SCHOOL OFFICERS 401(K) AND 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total income from all sources (including contributions)2013-06-30$1,995,349
Total loss/gain on sale of assets2013-06-30$0
Total of all expenses incurred2013-06-30$1,663,593
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$1,641,443
Expenses. Certain deemed distributions of participant loans2013-06-30$0
Value of total corrective distributions2013-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$909,375
Value of total assets at end of year2013-06-30$8,134,726
Value of total assets at beginning of year2013-06-30$7,802,970
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$22,150
Total interest from all sources2013-06-30$37,626
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2013-06-30$0
Administrative expenses professional fees incurred2013-06-30$0
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$5,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-06-30$0
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Contributions received from participants2013-06-30$389,325
Participant contributions at end of year2013-06-30$105,741
Participant contributions at beginning of year2013-06-30$98,780
Assets. Other investments not covered elsewhere at end of year2013-06-30$0
Assets. Other investments not covered elsewhere at beginning of year2013-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2013-06-30$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-06-30$0
Other income not declared elsewhere2013-06-30$0
Administrative expenses (other) incurred2013-06-30$75
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$331,756
Value of net assets at end of year (total assets less liabilities)2013-06-30$8,134,726
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$7,802,970
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Investment advisory and management fees2013-06-30$20,040
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-06-30$187,603
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-06-30$225,703
Value of interest in pooled separate accounts at end of year2013-06-30$7,022,481
Value of interest in pooled separate accounts at beginning of year2013-06-30$6,361,833
Interest on participant loans2013-06-30$5,855
Interest earned on other investments2013-06-30$31,771
Value of interest in common/collective trusts at end of year2013-06-30$0
Value of interest in common/collective trusts at beginning of year2013-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-06-30$818,901
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-06-30$1,116,654
Expenses. Payments to insurance carriers foe the provision of benefits2013-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-06-30$29,963
Net investment gain/loss from pooled separate accounts2013-06-30$1,018,385
Net investment gain or loss from common/collective trusts2013-06-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30No
Was there a failure to transmit to the plan any participant contributions2013-06-30Yes
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Assets. Invements in employer securities at end of year2013-06-30$0
Assets. Invements in employer securities at beginning of year2013-06-30$0
Contributions received in cash from employer2013-06-30$520,050
Income. Dividends from common stock2013-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$1,641,443
Contract administrator fees2013-06-30$2,035
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30Yes
Opinion of an independent qualified public accountant for this plan2013-06-30Disclaimer
Accountancy firm name2013-06-30DIXON HUGHES GOODMAN LLP
Accountancy firm EIN2013-06-30560747981
2012 : COUNCIL OF CHIEF STATE SCHOOL OFFICERS 401(K) AND 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total income from all sources (including contributions)2012-06-30$1,090,712
Total loss/gain on sale of assets2012-06-30$0
Total of all expenses incurred2012-06-30$229,860
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$203,679
Expenses. Certain deemed distributions of participant loans2012-06-30$0
Value of total corrective distributions2012-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$1,016,045
Value of total assets at end of year2012-06-30$7,802,970
Value of total assets at beginning of year2012-06-30$6,942,118
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$26,181
Total interest from all sources2012-06-30$38,730
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2012-06-30$0
Administrative expenses professional fees incurred2012-06-30$0
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$5,000,000
If this is an individual account plan, was there a blackout period2012-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-06-30$0
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Contributions received from participants2012-06-30$356,849
Participant contributions at end of year2012-06-30$98,780
Participant contributions at beginning of year2012-06-30$97,246
Assets. Other investments not covered elsewhere at end of year2012-06-30$0
Assets. Other investments not covered elsewhere at beginning of year2012-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2012-06-30$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-06-30$0
Other income not declared elsewhere2012-06-30$0
Administrative expenses (other) incurred2012-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$860,852
Value of net assets at end of year (total assets less liabilities)2012-06-30$7,802,970
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$6,942,118
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Investment advisory and management fees2012-06-30$24,411
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-06-30$225,703
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-06-30$0
Value of interest in pooled separate accounts at end of year2012-06-30$6,361,833
Value of interest in pooled separate accounts at beginning of year2012-06-30$5,742,566
Interest on participant loans2012-06-30$5,640
Interest earned on other investments2012-06-30$33,090
Value of interest in common/collective trusts at end of year2012-06-30$0
Value of interest in common/collective trusts at beginning of year2012-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-06-30$1,116,654
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-06-30$1,102,306
Expenses. Payments to insurance carriers foe the provision of benefits2012-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-06-30$34,522
Net investment gain/loss from pooled separate accounts2012-06-30$1,415
Net investment gain or loss from common/collective trusts2012-06-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30Yes
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Assets. Invements in employer securities at end of year2012-06-30$0
Assets. Invements in employer securities at beginning of year2012-06-30$0
Contributions received in cash from employer2012-06-30$659,196
Income. Dividends from common stock2012-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$203,679
Contract administrator fees2012-06-30$1,770
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30Yes
Opinion of an independent qualified public accountant for this plan2012-06-30Disclaimer
Accountancy firm name2012-06-30DIXON HUGHES GOODMAN LLP
Accountancy firm EIN2012-06-30560747981
2011 : COUNCIL OF CHIEF STATE SCHOOL OFFICERS 401(K) AND 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total income from all sources (including contributions)2011-06-30$2,067,011
Total loss/gain on sale of assets2011-06-30$0
Total of all expenses incurred2011-06-30$601,511
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$564,965
Expenses. Certain deemed distributions of participant loans2011-06-30$0
Value of total corrective distributions2011-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$845,595
Value of total assets at end of year2011-06-30$6,942,118
Value of total assets at beginning of year2011-06-30$5,476,618
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$36,546
Total interest from all sources2011-06-30$39,587
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2011-06-30$0
Administrative expenses professional fees incurred2011-06-30$0
Was this plan covered by a fidelity bond2011-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-06-30$0
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Contributions received from participants2011-06-30$306,595
Participant contributions at end of year2011-06-30$97,246
Participant contributions at beginning of year2011-06-30$32,958
Assets. Other investments not covered elsewhere at end of year2011-06-30$0
Assets. Other investments not covered elsewhere at beginning of year2011-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2011-06-30$11,138
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-06-30$0
Other income not declared elsewhere2011-06-30$0
Administrative expenses (other) incurred2011-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$1,465,500
Value of net assets at end of year (total assets less liabilities)2011-06-30$6,942,118
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$5,476,618
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Investment advisory and management fees2011-06-30$31,942
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-06-30$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-06-30$0
Value of interest in pooled separate accounts at end of year2011-06-30$5,742,566
Value of interest in pooled separate accounts at beginning of year2011-06-30$4,216,069
Interest on participant loans2011-06-30$3,242
Interest earned on other investments2011-06-30$36,345
Value of interest in common/collective trusts at end of year2011-06-30$0
Value of interest in common/collective trusts at beginning of year2011-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-06-30$1,102,306
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-06-30$1,227,591
Expenses. Payments to insurance carriers foe the provision of benefits2011-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-06-30$0
Net investment gain/loss from pooled separate accounts2011-06-30$1,181,829
Net investment gain or loss from common/collective trusts2011-06-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30No
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Assets. Invements in employer securities at end of year2011-06-30$0
Assets. Invements in employer securities at beginning of year2011-06-30$0
Contributions received in cash from employer2011-06-30$527,862
Income. Dividends from common stock2011-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$564,965
Contract administrator fees2011-06-30$4,604
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30Yes
Opinion of an independent qualified public accountant for this plan2011-06-30Disclaimer
Accountancy firm name2011-06-30DIXON HUGHES GOODMAN LLP
Accountancy firm EIN2011-06-30560747981
2010 : COUNCIL OF CHIEF STATE SCHOOL OFFICERS 401(K) AND 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
2009 : COUNCIL OF CHIEF STATE SCHOOL OFFICERS 401(K) AND 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-06-30$0
2008 : COUNCIL OF CHIEF STATE SCHOOL OFFICERS 401(K) AND 2008 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2008-06-30$0
2007 : COUNCIL OF CHIEF STATE SCHOOL OFFICERS 401(K) AND 2007 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2007-06-30$0

Form 5500 Responses for COUNCIL OF CHIEF STATE SCHOOL OFFICERS 401(K) AND

2019: COUNCIL OF CHIEF STATE SCHOOL OFFICERS 401(K) AND 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: COUNCIL OF CHIEF STATE SCHOOL OFFICERS 401(K) AND 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: COUNCIL OF CHIEF STATE SCHOOL OFFICERS 401(K) AND 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: COUNCIL OF CHIEF STATE SCHOOL OFFICERS 401(K) AND 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: COUNCIL OF CHIEF STATE SCHOOL OFFICERS 401(K) AND 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement – InsuranceYes
2015-07-01Plan benefit arrangement - TrustYes
2014: COUNCIL OF CHIEF STATE SCHOOL OFFICERS 401(K) AND 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement – InsuranceYes
2014-07-01Plan benefit arrangement - TrustYes
2013: COUNCIL OF CHIEF STATE SCHOOL OFFICERS 401(K) AND 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement – InsuranceYes
2013-07-01Plan benefit arrangement - TrustYes
2012: COUNCIL OF CHIEF STATE SCHOOL OFFICERS 401(K) AND 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedYes
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement – InsuranceYes
2012-07-01Plan benefit arrangement - TrustYes
2011: COUNCIL OF CHIEF STATE SCHOOL OFFICERS 401(K) AND 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedYes
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement – InsuranceYes
2011-07-01Plan benefit arrangement - TrustYes
2010: COUNCIL OF CHIEF STATE SCHOOL OFFICERS 401(K) AND 2010 form 5500 responses
2010-07-01Type of plan entitySingle employer plan
2010-07-01Submission has been amendedNo
2010-07-01This submission is the final filingNo
2010-07-01This return/report is a short plan year return/report (less than 12 months)No
2010-07-01Plan is a collectively bargained planNo
2010-07-01Plan funding arrangement – InsuranceYes
2010-07-01Plan funding arrangement – TrustYes
2010-07-01Plan benefit arrangement – InsuranceYes
2010-07-01Plan benefit arrangement - TrustYes
2009: COUNCIL OF CHIEF STATE SCHOOL OFFICERS 401(K) AND 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedYes
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – InsuranceYes
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement – InsuranceYes
2009-07-01Plan benefit arrangement - TrustYes
2008: COUNCIL OF CHIEF STATE SCHOOL OFFICERS 401(K) AND 2008 form 5500 responses
2008-07-01Type of plan entitySingle employer plan
2008-07-01Submission has been amendedNo
2008-07-01This submission is the final filingNo
2008-07-01This return/report is a short plan year return/report (less than 12 months)No
2008-07-01Plan is a collectively bargained planNo
2008-07-01Plan funding arrangement – InsuranceYes
2008-07-01Plan funding arrangement – TrustYes
2008-07-01Plan benefit arrangement – InsuranceYes
2008-07-01Plan benefit arrangement - TrustYes
2007: COUNCIL OF CHIEF STATE SCHOOL OFFICERS 401(K) AND 2007 form 5500 responses
2007-07-01Submission has been amendedNo
2007-07-01This submission is the final filingNo
2007-07-01This return/report is a short plan year return/report (less than 12 months)No
2007-07-01Plan is a collectively bargained planNo
2007-07-01Plan funding arrangement – InsuranceYes
2007-07-01Plan funding arrangement – TrustYes
2007-07-01Plan benefit arrangement – InsuranceYes
2007-07-01Plan benefit arrangement - TrustYes
2006: COUNCIL OF CHIEF STATE SCHOOL OFFICERS 401(K) AND 2006 form 5500 responses
2006-07-01Submission has been amendedNo
2006-07-01This submission is the final filingNo
2006-07-01This return/report is a short plan year return/report (less than 12 months)No
2006-07-01Plan is a collectively bargained planNo
2006-07-01Plan funding arrangement – InsuranceYes
2006-07-01Plan funding arrangement – TrustYes
2006-07-01Plan benefit arrangement – InsuranceYes
2006-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSF 6735
Policy instance 1
Insurance contract or identification numberSF 6735
Number of Individuals Covered144
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $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
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSF 6735
Policy instance 1
Insurance contract or identification numberSF 6735
Number of Individuals Covered150
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $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
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSF 6735
Policy instance 1
Insurance contract or identification numberSF 6735
Number of Individuals Covered146
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 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
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSF 6735
Policy instance 1
Insurance contract or identification numberSF 6735
Number of Individuals Covered141
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Total amount of commissions paid to insurance brokerUSD $21,476
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 $21,476
Insurance broker organization code?1
Insurance broker nameLPL FINANCIAL CORPORATION
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSF 6735
Policy instance 1
Insurance contract or identification numberSF 6735
Number of Individuals Covered135
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Total amount of commissions paid to insurance brokerUSD $22,779
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 $22,779
Insurance broker organization code?1
Insurance broker nameLPL FINANCIAL CORPORATION
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSF 6735
Policy instance 1
Insurance contract or identification numberSF 6735
Number of Individuals Covered134
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $18,500
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 $18,500
Insurance broker organization code?1
Insurance broker nameLPL FINANCIAL CORPORATION
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSF 6735
Policy instance 1
Insurance contract or identification numberSF 6735
Number of Individuals Covered131
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $22,897
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 $11,551
Insurance broker organization code?1
Insurance broker nameJEFFREY DANIEL HAMBLEN
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSF 6735
Policy instance 1
Insurance contract or identification numberSF 6735
Number of Individuals Covered125
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Total amount of commissions paid to insurance brokerUSD $20,551
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
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSF 6735
Policy instance 1
Insurance contract or identification numberSF 6735
Number of Individuals Covered116
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Total amount of commissions paid to insurance brokerUSD $19,239
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

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