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PLANNED PARENTHOOD SOUTH ATLANTIC 403(B) PLAN 401k Plan overview

Plan NamePLANNED PARENTHOOD SOUTH ATLANTIC 403(B) PLAN
Plan identification number 001

PLANNED PARENTHOOD SOUTH ATLANTIC 403(B) PLAN 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(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.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

PLANNED PARENTHOOD SOUTH ATLANTIC has sponsored the creation of one or more 401k plans.

Company Name:PLANNED PARENTHOOD SOUTH ATLANTIC
Employer identification number (EIN):561282557
NAIC Classification:621410
NAIC Description:Family Planning Centers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PLANNED PARENTHOOD SOUTH ATLANTIC 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01KARL LEVEILLE2023-10-16
0012021-01-01NANCY LONG2022-10-11
0012020-01-01NANCY LONG2021-10-15
0012019-01-01NANCY LONG2020-10-13
0012018-01-01NANCY LONG2019-10-15
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01WALTER KLAUSMEIER
0012011-01-01WALTER KLAUSMEIER
0012009-07-01ELAINE PLEASANTS
0012009-07-01ELAINE PLEASANTS
0012009-07-01ELAINE PLEASANTS
0012009-07-01ELAINE PLEASANTS
0012009-07-01ELAINE PLEASANTS
0012009-01-01WALTER KLAUSMEIER

Plan Statistics for PLANNED PARENTHOOD SOUTH ATLANTIC 403(B) PLAN

401k plan membership statisitcs for PLANNED PARENTHOOD SOUTH ATLANTIC 403(B) PLAN

Measure Date Value
2022: PLANNED PARENTHOOD SOUTH ATLANTIC 403(B) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01358
Total number of active participants reported on line 7a of the Form 55002022-01-01333
Number of retired or separated participants receiving benefits2022-01-019
Number of other retired or separated participants entitled to future benefits2022-01-0164
Total of all active and inactive participants2022-01-01406
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01406
Number of participants with account balances2022-01-01193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: PLANNED PARENTHOOD SOUTH ATLANTIC 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01359
Total number of active participants reported on line 7a of the Form 55002021-01-01283
Number of retired or separated participants receiving benefits2021-01-0119
Number of other retired or separated participants entitled to future benefits2021-01-0165
Total of all active and inactive participants2021-01-01367
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01367
Number of participants with account balances2021-01-01186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: PLANNED PARENTHOOD SOUTH ATLANTIC 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01316
Total number of active participants reported on line 7a of the Form 55002020-01-01240
Number of retired or separated participants receiving benefits2020-01-0116
Number of other retired or separated participants entitled to future benefits2020-01-0170
Total of all active and inactive participants2020-01-01326
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01326
Number of participants with account balances2020-01-01190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: PLANNED PARENTHOOD SOUTH ATLANTIC 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01312
Total number of active participants reported on line 7a of the Form 55002019-01-01263
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0181
Total of all active and inactive participants2019-01-01344
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01344
Number of participants with account balances2019-01-01177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-018
2018: PLANNED PARENTHOOD SOUTH ATLANTIC 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01455
Total number of active participants reported on line 7a of the Form 55002018-01-01255
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0178
Total of all active and inactive participants2018-01-01333
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01333
Number of participants with account balances2018-01-01174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: PLANNED PARENTHOOD SOUTH ATLANTIC 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01448
Total number of active participants reported on line 7a of the Form 55002017-01-01270
Number of retired or separated participants receiving benefits2017-01-018
Number of other retired or separated participants entitled to future benefits2017-01-01179
Total of all active and inactive participants2017-01-01457
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01457
Number of participants with account balances2017-01-01293
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: PLANNED PARENTHOOD SOUTH ATLANTIC 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01429
Total number of active participants reported on line 7a of the Form 55002016-01-01258
Number of retired or separated participants receiving benefits2016-01-0119
Number of other retired or separated participants entitled to future benefits2016-01-01173
Total of all active and inactive participants2016-01-01450
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01450
Number of participants with account balances2016-01-01308
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: PLANNED PARENTHOOD SOUTH ATLANTIC 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01162
Total number of active participants reported on line 7a of the Form 55002015-01-01266
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01173
Total of all active and inactive participants2015-01-01439
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01439
Number of participants with account balances2015-01-01293
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: PLANNED PARENTHOOD SOUTH ATLANTIC 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01240
Total number of active participants reported on line 7a of the Form 55002014-01-0174
Number of other retired or separated participants entitled to future benefits2014-01-0187
Total of all active and inactive participants2014-01-01161
Total participants2014-01-01161
Number of participants with account balances2014-01-01161
2013: PLANNED PARENTHOOD SOUTH ATLANTIC 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01233
Total number of active participants reported on line 7a of the Form 55002013-01-0164
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01176
Total of all active and inactive participants2013-01-01240
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01240
Number of participants with account balances2013-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: PLANNED PARENTHOOD SOUTH ATLANTIC 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01226
Total number of active participants reported on line 7a of the Form 55002012-01-0163
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01170
Total of all active and inactive participants2012-01-01233
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01233
Number of participants with account balances2012-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: PLANNED PARENTHOOD SOUTH ATLANTIC 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01208
Total number of active participants reported on line 7a of the Form 55002011-01-0165
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01161
Total of all active and inactive participants2011-01-01226
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01226
Number of participants with account balances2011-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: PLANNED PARENTHOOD SOUTH ATLANTIC 403(B) PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-0152
Total number of active participants reported on line 7a of the Form 55002009-07-0156
Total of all active and inactive participants2009-07-0156
Total participants2009-07-0156
Number of participants with account balances2009-07-0156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-010
Number of employers contributing to the scheme2009-07-010
Total participants, beginning-of-year2009-01-0152
Total number of active participants reported on line 7a of the Form 55002009-01-0147
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01118
Total of all active and inactive participants2009-01-01165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01165
Number of participants with account balances2009-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on PLANNED PARENTHOOD SOUTH ATLANTIC 403(B) PLAN

Measure Date Value
2022 : PLANNED PARENTHOOD SOUTH ATLANTIC 403(B) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$2,776
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$1,773
Total income from all sources (including contributions)2022-12-31$-530,511
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$727,590
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$693,978
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$932,556
Value of total assets at end of year2022-12-31$7,170,869
Value of total assets at beginning of year2022-12-31$8,427,967
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$33,612
Total interest from all sources2022-12-31$4,455
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$589,279
Participant contributions at end of year2022-12-31$136,520
Participant contributions at beginning of year2022-12-31$107,738
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$54,897
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$2,776
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$1,773
Other income not declared elsewhere2022-12-31$1,114
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,258,101
Value of net assets at end of year (total assets less liabilities)2022-12-31$7,168,093
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$8,426,194
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$6,822,203
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$8,116,649
Interest on participant loans2022-12-31$4,455
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$212,146
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$203,580
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,468,636
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$288,380
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$693,978
Contract administrator fees2022-12-31$33,612
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31TAIT, WELLER & BAKER LLP
Accountancy firm EIN2022-12-31231144520
2021 : PLANNED PARENTHOOD SOUTH ATLANTIC 403(B) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$1,773
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$1,773
Total income from all sources (including contributions)2021-12-31$1,968,012
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$667,195
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$629,917
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$829,141
Value of total assets at end of year2021-12-31$8,427,967
Value of total assets at beginning of year2021-12-31$7,127,150
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$37,278
Total interest from all sources2021-12-31$4,849
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$531,238
Participant contributions at end of year2021-12-31$107,738
Participant contributions at beginning of year2021-12-31$78,691
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$34,977
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$1,773
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$1,773
Other income not declared elsewhere2021-12-31$2,449
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$1,300,817
Value of net assets at end of year (total assets less liabilities)2021-12-31$8,426,194
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$7,125,377
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$8,116,649
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$6,877,477
Interest on participant loans2021-12-31$4,849
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$203,580
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$170,982
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,131,573
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$262,926
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$629,917
Contract administrator fees2021-12-31$37,278
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31TAIT, WELLER & BAKER LLP
Accountancy firm EIN2021-12-31231144520
2020 : PLANNED PARENTHOOD SOUTH ATLANTIC 403(B) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$1,773
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$3,644
Total income from all sources (including contributions)2020-12-31$1,713,261
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$936,866
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$907,461
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$729,594
Value of total assets at end of year2020-12-31$7,127,150
Value of total assets at beginning of year2020-12-31$6,352,626
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$29,405
Total interest from all sources2020-12-31$4,855
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$472,874
Participant contributions at end of year2020-12-31$78,691
Participant contributions at beginning of year2020-12-31$112,597
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$23,155
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$1,773
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$3,644
Other income not declared elsewhere2020-12-31$2,474
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$776,395
Value of net assets at end of year (total assets less liabilities)2020-12-31$7,125,377
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$6,348,982
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$6,877,477
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$6,107,437
Interest on participant loans2020-12-31$4,855
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$170,982
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$132,592
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$976,338
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$233,565
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$907,461
Contract administrator fees2020-12-31$29,405
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31TAIT, WELLER & BAKER LLP
Accountancy firm EIN2020-12-31231144520
2019 : PLANNED PARENTHOOD SOUTH ATLANTIC 403(B) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$3,644
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$3,644
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$1,946,997
Total income from all sources (including contributions)2019-12-31$1,946,997
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$548,767
Total of all expenses incurred2019-12-31$548,767
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$520,701
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$520,701
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$784,455
Value of total assets at end of year2019-12-31$6,352,626
Value of total assets at end of year2019-12-31$6,352,626
Value of total assets at beginning of year2019-12-31$4,950,752
Value of total assets at beginning of year2019-12-31$4,950,752
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$28,066
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$28,066
Total interest from all sources2019-12-31$4,668
Total interest from all sources2019-12-31$4,668
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$400,729
Contributions received from participants2019-12-31$400,729
Participant contributions at end of year2019-12-31$112,597
Participant contributions at end of year2019-12-31$112,597
Participant contributions at beginning of year2019-12-31$82,739
Participant contributions at beginning of year2019-12-31$82,739
Participant contributions at end of year2019-12-31$0
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$14,362
Participant contributions at beginning of year2019-12-31$14,362
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$182,064
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$182,064
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$3,644
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$3,644
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Other income not declared elsewhere2019-12-31$2,550
Other income not declared elsewhere2019-12-31$2,550
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$1,398,230
Value of net income/loss2019-12-31$1,398,230
Value of net assets at end of year (total assets less liabilities)2019-12-31$6,348,982
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$4,950,752
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$4,950,752
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$6,107,437
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$6,107,437
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$4,735,227
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$4,735,227
Interest on participant loans2019-12-31$4,668
Interest on participant loans2019-12-31$4,668
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$132,592
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$132,592
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$111,099
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$111,099
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,155,324
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,155,324
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$201,662
Contributions received in cash from employer2019-12-31$201,662
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$7,325
Employer contributions (assets) at beginning of year2019-12-31$7,325
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$520,701
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$520,701
Contract administrator fees2019-12-31$28,066
Contract administrator fees2019-12-31$28,066
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31TAIT, WELLER & BAKER LLP
Accountancy firm name2019-12-31TAIT, WELLER & BAKER LLP
Accountancy firm EIN2019-12-31231144520
Accountancy firm EIN2019-12-31231144520
2018 : PLANNED PARENTHOOD SOUTH ATLANTIC 403(B) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$363,987
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$549,099
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$510,733
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$701,088
Value of total assets at end of year2018-12-31$4,950,752
Value of total assets at beginning of year2018-12-31$5,135,864
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$38,366
Total interest from all sources2018-12-31$4,256
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$424,274
Participant contributions at end of year2018-12-31$82,739
Participant contributions at beginning of year2018-12-31$78,262
Participant contributions at end of year2018-12-31$14,362
Participant contributions at beginning of year2018-12-31$14,400
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$63,890
Other income not declared elsewhere2018-12-31$1,940
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-185,112
Value of net assets at end of year (total assets less liabilities)2018-12-31$4,950,752
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$5,135,864
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$4,735,227
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$4,962,484
Interest on participant loans2018-12-31$4,256
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$111,099
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$73,011
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-343,297
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$212,924
Employer contributions (assets) at end of year2018-12-31$7,325
Employer contributions (assets) at beginning of year2018-12-31$7,707
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$510,733
Contract administrator fees2018-12-31$38,366
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31TAIT, WELLER & BAKER LLP
Accountancy firm EIN2018-12-31231144520
2017 : PLANNED PARENTHOOD SOUTH ATLANTIC 403(B) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$1,428,861
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,068,328
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,029,476
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$613,923
Value of total assets at end of year2017-12-31$5,135,864
Value of total assets at beginning of year2017-12-31$4,775,331
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$38,852
Total interest from all sources2017-12-31$3,244
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$374,840
Participant contributions at end of year2017-12-31$78,262
Participant contributions at beginning of year2017-12-31$37,092
Participant contributions at end of year2017-12-31$14,400
Participant contributions at beginning of year2017-12-31$24,553
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$39,538
Other income not declared elsewhere2017-12-31$1,013
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$360,533
Value of net assets at end of year (total assets less liabilities)2017-12-31$5,135,864
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$4,775,331
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$4,962,484
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$4,651,727
Interest on participant loans2017-12-31$3,244
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$73,011
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$47,405
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$810,681
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$199,545
Employer contributions (assets) at end of year2017-12-31$7,707
Employer contributions (assets) at beginning of year2017-12-31$14,554
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,029,476
Contract administrator fees2017-12-31$38,852
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31TAIT, WELLER & BAKER LLP
Accountancy firm EIN2017-12-31231144520
2016 : PLANNED PARENTHOOD SOUTH ATLANTIC 403(B) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$965,206
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$441,103
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$401,295
Expenses. Certain deemed distributions of participant loans2016-12-31$1,259
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$648,822
Value of total assets at end of year2016-12-31$4,775,331
Value of total assets at beginning of year2016-12-31$4,251,228
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$38,549
Total interest from all sources2016-12-31$537
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$323,391
Participant contributions at end of year2016-12-31$37,092
Participant contributions at beginning of year2016-12-31$0
Participant contributions at end of year2016-12-31$24,553
Participant contributions at beginning of year2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$139,507
Other income not declared elsewhere2016-12-31$734
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$524,103
Value of net assets at end of year (total assets less liabilities)2016-12-31$4,775,331
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$4,251,228
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$4,651,727
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$4,186,371
Interest on participant loans2016-12-31$537
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$47,405
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$64,857
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$315,113
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$185,924
Employer contributions (assets) at end of year2016-12-31$14,554
Employer contributions (assets) at beginning of year2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$401,295
Contract administrator fees2016-12-31$38,549
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31Yes
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31TAIT, WELLER & BAKER LLP
Accountancy firm EIN2016-12-31231144520
2015 : PLANNED PARENTHOOD SOUTH ATLANTIC 403(B) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$1,293,444
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$648,685
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$504,628
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$404,138
Expenses. Certain deemed distributions of participant loans2015-12-31$54,602
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$568,804
Value of total assets at end of year2015-12-31$4,251,228
Value of total assets at beginning of year2015-12-31$2,813,727
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$45,888
Total interest from all sources2015-12-31$2,946
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$212,197
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$89,384
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$145,744
Other income not declared elsewhere2015-12-31$25,940
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$144,057
Value of net assets at end of year (total assets less liabilities)2015-12-31$4,251,228
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$2,813,727
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$4,186,371
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$2,262,423
Interest on participant loans2015-12-31$2,946
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$64,857
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$461,920
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$50,995
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$210,863
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$404,138
Contract administrator fees2015-12-31$45,888
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31Yes
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31TAIT, WELLER & BAKER LLP
Accountancy firm EIN2015-12-31231144520
2014 : PLANNED PARENTHOOD SOUTH ATLANTIC 403(B) PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$554,949
Total of all expenses incurred2014-12-31$202,814
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$202,814
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$387,333
Value of total assets at end of year2014-12-31$2,813,727
Value of total assets at beginning of year2014-12-31$2,461,592
Total interest from all sources2014-12-31$3,329
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$130,135
Participant contributions at end of year2014-12-31$89,384
Participant contributions at beginning of year2014-12-31$92,272
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$48,770
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$352,135
Value of net assets at end of year (total assets less liabilities)2014-12-31$2,813,727
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$2,461,592
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$2,262,423
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$2,198,819
Interest on participant loans2014-12-31$3,329
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$170,501
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$170,501
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$461,920
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$164,287
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$208,428
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$202,814
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31TAIT, WELLER & BAKER LLP
Accountancy firm EIN2014-12-31231144520
2013 : PLANNED PARENTHOOD SOUTH ATLANTIC 403(B) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$641,404
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$70,586
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$70,586
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$282,387
Value of total assets at end of year2013-12-31$2,461,592
Value of total assets at beginning of year2013-12-31$1,890,774
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$0
Total interest from all sources2013-12-31$10,491
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$100,795
Participant contributions at end of year2013-12-31$92,272
Participant contributions at beginning of year2013-12-31$47,569
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$426
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$570,818
Value of net assets at end of year (total assets less liabilities)2013-12-31$2,461,592
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,890,774
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$2,198,819
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$1,673,918
Interest on participant loans2013-12-31$2,537
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$170,501
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$169,287
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$169,287
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$7,954
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$348,526
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$181,166
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$70,586
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31BECHER, DELLA TORRE, GITTO & CO.
Accountancy firm EIN2013-12-31222625944
2012 : PLANNED PARENTHOOD SOUTH ATLANTIC 403(B) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$484,162
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$230,766
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$230,766
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$306,128
Value of total assets at end of year2012-12-31$1,890,774
Value of total assets at beginning of year2012-12-31$1,637,378
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$0
Total interest from all sources2012-12-31$10,435
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$91,963
Participant contributions at end of year2012-12-31$47,569
Participant contributions at beginning of year2012-12-31$47,790
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$31,308
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$253,396
Value of net assets at end of year (total assets less liabilities)2012-12-31$1,890,774
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$1,637,378
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$1,673,918
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$1,473,496
Interest on participant loans2012-12-31$1,784
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$169,287
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$116,092
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$116,092
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$8,651
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$167,599
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$182,857
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$230,766
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31BECHER, DELLA TORRE, GITTO AND CO.
Accountancy firm EIN2012-12-31222625944
2011 : PLANNED PARENTHOOD SOUTH ATLANTIC 403(B) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$294,794
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$240,033
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$240,033
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$290,808
Value of total assets at end of year2011-12-31$1,637,378
Value of total assets at beginning of year2011-12-31$1,582,617
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$0
Total interest from all sources2011-12-31$11,748
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$102,355
Participant contributions at end of year2011-12-31$47,790
Participant contributions at beginning of year2011-12-31$29,979
Participant contributions at beginning of year2011-12-31$8,301
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$3,563
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$54,761
Value of net assets at end of year (total assets less liabilities)2011-12-31$1,637,378
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$1,582,617
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$1,473,496
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$1,457,380
Interest on participant loans2011-12-31$1,541
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$116,092
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$72,985
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$72,985
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$10,207
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-7,762
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$184,890
Employer contributions (assets) at beginning of year2011-12-31$13,972
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$240,033
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31BECHER, DELLA TORRE, GITTO & CO.
Accountancy firm EIN2011-12-31222625944
2010 : PLANNED PARENTHOOD SOUTH ATLANTIC 403(B) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$471,660
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$77,254
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$77,254
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$327,760
Value of total assets at end of year2010-12-31$1,582,617
Value of total assets at beginning of year2010-12-31$1,188,211
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$11,758
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$112,732
Participant contributions at end of year2010-12-31$29,979
Participant contributions at beginning of year2010-12-31$14,821
Participant contributions at end of year2010-12-31$8,301
Participant contributions at beginning of year2010-12-31$17,460
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$50,636
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$394,406
Value of net assets at end of year (total assets less liabilities)2010-12-31$1,582,617
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$1,188,211
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$1,457,380
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$1,084,899
Interest on participant loans2010-12-31$1,112
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$72,985
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$47,451
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$47,451
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$10,646
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$132,142
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$164,392
Employer contributions (assets) at end of year2010-12-31$13,972
Employer contributions (assets) at beginning of year2010-12-31$23,580
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$77,254
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31BECHER, DELLA TORRE, GITTO & CO.
Accountancy firm EIN2010-12-31222625944
2009 : PLANNED PARENTHOOD SOUTH ATLANTIC 403(B) PLAN 2009 401k financial data
Total unrealized appreciation/depreciation of assets2009-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2009-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2009-12-31$0
Total income from all sources (including contributions)2009-12-31$421,077
Total loss/gain on sale of assets2009-12-31$0
Total of all expenses incurred2009-12-31$20,487
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2009-12-31$20,487
Total contributions o plan (from employers,participants, others, non cash contrinutions)2009-12-31$263,409
Value of total assets at end of year2009-12-31$1,188,211
Value of total assets at beginning of year2009-12-31$787,621
Total of administrative expenses incurred including professional, contract, advisory and management fees2009-12-31$0
Total interest from all sources2009-12-31$9,565
Total dividends received (eg from common stock, registered investment company shares)2009-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2009-12-31No
Was this plan covered by a fidelity bond2009-12-31Yes
Value of fidelity bond cover2009-12-31$500,000
If this is an individual account plan, was there a blackout period2009-12-31No
Were there any nonexempt tranactions with any party-in-interest2009-12-31No
Contributions received from participants2009-12-31$120,004
Participant contributions at end of year2009-12-31$14,821
Participant contributions at beginning of year2009-12-31$12,729
Participant contributions at end of year2009-12-31$17,460
Participant contributions at beginning of year2009-12-31$18,766
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2009-12-31No
Value of net income/loss2009-12-31$400,590
Value of net assets at end of year (total assets less liabilities)2009-12-31$1,188,211
Value of net assets at beginning of year (total assets less liabilities)2009-12-31$787,621
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2009-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2009-12-31No
Were any leases to which the plan was party in default or uncollectible2009-12-31No
Interest on participant loans2009-12-31$742
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2009-12-31$47,451
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2009-12-31$39,304
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2009-12-31$39,304
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2009-12-31$8,823
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2009-12-31$1,084,899
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2009-12-31$697,794
Net investment gain/loss from registered investment companies (e.g. mutual funds)2009-12-31$148,103
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2009-12-31No
Was there a failure to transmit to the plan any participant contributions2009-12-31No
Has the plan failed to provide any benefit when due under the plan2009-12-31No
Contributions received in cash from employer2009-12-31$143,405
Employer contributions (assets) at end of year2009-12-31$23,580
Employer contributions (assets) at beginning of year2009-12-31$19,028
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2009-12-31$20,487
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32009-12-31No
Did the plan have assets held for investment2009-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2009-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2009-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2009-12-31Yes
Opinion of an independent qualified public accountant for this plan2009-12-31Disclaimer
Accountancy firm name2009-12-31BECHER, DELLA TORRE, GITTO & CO.
Accountancy firm EIN2009-12-31222625944

Form 5500 Responses for PLANNED PARENTHOOD SOUTH ATLANTIC 403(B) PLAN

2022: PLANNED PARENTHOOD SOUTH ATLANTIC 403(B) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: PLANNED PARENTHOOD SOUTH ATLANTIC 403(B) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: PLANNED PARENTHOOD SOUTH ATLANTIC 403(B) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: PLANNED PARENTHOOD SOUTH ATLANTIC 403(B) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: PLANNED PARENTHOOD SOUTH ATLANTIC 403(B) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: PLANNED PARENTHOOD SOUTH ATLANTIC 403(B) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: PLANNED PARENTHOOD SOUTH ATLANTIC 403(B) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: PLANNED PARENTHOOD SOUTH ATLANTIC 403(B) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: PLANNED PARENTHOOD SOUTH ATLANTIC 403(B) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: PLANNED PARENTHOOD SOUTH ATLANTIC 403(B) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: PLANNED PARENTHOOD SOUTH ATLANTIC 403(B) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: PLANNED PARENTHOOD SOUTH ATLANTIC 403(B) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: PLANNED PARENTHOOD SOUTH ATLANTIC 403(B) PLAN 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01First time form 5500 has been submittedYes
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 – General assets of the sponsorYes
2009-07-01Plan benefit arrangement – General assets of the sponsorYes
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number767665-01
Policy instance 2
Insurance contract or identification number767665-01
Number of Individuals Covered25
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $101
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?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Other information about contractGROUP ANNUITY CONTRACT
Commission paid to Insurance BrokerUSD $101
Insurance broker organization code?3
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number55174
Policy instance 1
Insurance contract or identification number55174
Number of Individuals Covered8
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR61811-1
Policy instance 2
Insurance contract or identification numberMR61811-1
Number of Individuals Covered222
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $559
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?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Other information about contractGROUP ANNUITY CONTRACT
Commission paid to Insurance BrokerUSD $559
Insurance broker organization code?1
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number55174
Policy instance 1
Insurance contract or identification number55174
Number of Individuals Covered8
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR61811-1
Policy instance 2
Insurance contract or identification numberMR61811-1
Number of Individuals Covered225
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $456
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?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Other information about contractGROUP ANNUITY CONTRACT
Commission paid to Insurance BrokerUSD $456
Insurance broker organization code?1
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number55174
Policy instance 1
Insurance contract or identification number55174
Number of Individuals Covered8
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number55174
Policy instance 1
Insurance contract or identification number55174
Number of Individuals Covered8
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR61811-1
Policy instance 2
Insurance contract or identification numberMR61811-1
Number of Individuals Covered24
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $423
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?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Other information about contractGROUP ANNUITY CONTRACT
Commission paid to Insurance BrokerUSD $423
Insurance broker organization code?1
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR61811-1
Policy instance 2
Insurance contract or identification numberMR61811-1
Number of Individuals Covered27
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $253
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?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Other information about contractGROUP ANNUITY CONTRACT
Commission paid to Insurance BrokerUSD $253
Insurance broker organization code?1
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number55174
Policy instance 1
Insurance contract or identification number55174
Number of Individuals Covered11
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR61811-1
Policy instance 2
Insurance contract or identification numberMR61811-1
Number of Individuals Covered293
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $221
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?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Other information about contractGROUP ANNUITY CONTRACT
Commission paid to Insurance BrokerUSD $221
Insurance broker organization code?1
Insurance broker nameFIRST ALLIED SECURITIES, INC
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number55174
Policy instance 1
Insurance contract or identification number55174
Number of Individuals Covered11
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR61811-1
Policy instance 2
Insurance contract or identification numberMR61811-1
Number of Individuals Covered26
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $92
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Other information about contractGROUP ANNUITY CONTRACT
Commission paid to Insurance BrokerUSD $92
Insurance broker organization code?1
Insurance broker nameFIRST ALLIED SECURITIES, INC
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number55174
Policy instance 1
Insurance contract or identification number55174
Number of Individuals Covered11
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $56
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 Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $22
Insurance broker organization code?3
Insurance broker nameJAMES A. MATTHEWS
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number55174
Policy instance 1
Insurance contract or identification number55174
Number of Individuals Covered161
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $4,507
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,899
Insurance broker organization code?3
Insurance broker nameWILLIAM JOE STRICKLIN III

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