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EASTER SEALS SOUTHERN GEORGIA, INC. RETIREMENT PLAN 401k Plan overview

Plan NameEASTER SEALS SOUTHERN GEORGIA, INC. RETIREMENT PLAN
Plan identification number 001

EASTER SEALS SOUTHERN GEORGIA, INC. RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

EASTER SEALS SOUTHERN GEORGIA has sponsored the creation of one or more 401k plans.

Company Name:EASTER SEALS SOUTHERN GEORGIA
Employer identification number (EIN):581915733
NAIC Classification:624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EASTER SEALS SOUTHERN GEORGIA, INC. RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01MATT HATCHER2020-09-15 MATT HATCHER2020-09-15
0012018-01-01MATT HATCHER2019-09-04 MATT HATCHER2019-09-04
0012010-01-01MATT HATCHER

Plan Statistics for EASTER SEALS SOUTHERN GEORGIA, INC. RETIREMENT PLAN

401k plan membership statisitcs for EASTER SEALS SOUTHERN GEORGIA, INC. RETIREMENT PLAN

Measure Date Value
2022: EASTER SEALS SOUTHERN GEORGIA, INC. RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01243
Total number of active participants reported on line 7a of the Form 55002022-01-01227
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0144
Total of all active and inactive participants2022-01-01271
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01271
Number of participants with account balances2022-01-01175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0118
2021: EASTER SEALS SOUTHERN GEORGIA, INC. RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01213
Total number of active participants reported on line 7a of the Form 55002021-01-01230
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0113
Total of all active and inactive participants2021-01-01243
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01243
Number of participants with account balances2021-01-01148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0110
2020: EASTER SEALS SOUTHERN GEORGIA, INC. RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01156
Total number of active participants reported on line 7a of the Form 55002020-01-01173
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0140
Total of all active and inactive participants2020-01-01213
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01213
Number of participants with account balances2020-01-01159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0121
2010: EASTER SEALS SOUTHERN GEORGIA, INC. RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01139
Total number of active participants reported on line 7a of the Form 55002010-01-010
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-010
Number of participants with account balances2010-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010

Financial Data on EASTER SEALS SOUTHERN GEORGIA, INC. RETIREMENT PLAN

Measure Date Value
2022 : EASTER SEALS SOUTHERN GEORGIA, INC. RETIREMENT 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$73,479
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$97,079
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$94,326
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$206,557
Value of total assets at end of year2022-12-31$669,364
Value of total assets at beginning of year2022-12-31$692,964
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$2,753
Total interest from all sources2022-12-31$241
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$180,000
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$150,182
Participant contributions at end of year2022-12-31$1,808
Participant contributions at beginning of year2022-12-31$1,148
Other income not declared elsewhere2022-12-31$28
Administrative expenses (other) incurred2022-12-31$2,753
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-23,600
Value of net assets at end of year (total assets less liabilities)2022-12-31$669,364
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$692,964
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$646,833
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$672,983
Interest on participant loans2022-12-31$26
Interest earned on other investments2022-12-31$215
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$20,723
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$18,833
Net investment gain/loss from pooled separate accounts2022-12-31$-133,347
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$56,375
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$94,326
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 PBGC2022-12-31Yes
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31DRAFFIN & TUCKER, LLP
Accountancy firm EIN2022-12-31580914992
2021 : EASTER SEALS SOUTHERN GEORGIA, INC. RETIREMENT 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$260,806
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$67,394
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$64,362
Expenses. Certain deemed distributions of participant loans2021-12-31$1,137
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$195,207
Value of total assets at end of year2021-12-31$692,964
Value of total assets at beginning of year2021-12-31$499,552
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$1,895
Total interest from all sources2021-12-31$292
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$180,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$133,197
Participant contributions at end of year2021-12-31$1,148
Participant contributions at beginning of year2021-12-31$4,544
Other income not declared elsewhere2021-12-31$-187
Administrative expenses (other) incurred2021-12-31$1,895
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$193,412
Value of net assets at end of year (total assets less liabilities)2021-12-31$692,964
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$499,552
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$672,983
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$483,555
Interest on participant loans2021-12-31$91
Interest earned on other investments2021-12-31$201
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$18,833
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$11,453
Net investment gain/loss from pooled separate accounts2021-12-31$65,494
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$62,010
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$64,362
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 plan2021-12-31Disclaimer
Accountancy firm name2021-12-31DRAFFIN & TUCKER, LLP
Accountancy firm EIN2021-12-31580914992
2020 : EASTER SEALS SOUTHERN GEORGIA, INC. RETIREMENT 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$262,324
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$27,455
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$21,306
Expenses. Certain deemed distributions of participant loans2020-12-31$1,490
Value of total corrective distributions2020-12-31$2,045
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$204,188
Value of total assets at end of year2020-12-31$499,552
Value of total assets at beginning of year2020-12-31$264,683
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$2,614
Total interest from all sources2020-12-31$134
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$180,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$132,644
Participant contributions at end of year2020-12-31$4,544
Participant contributions at beginning of year2020-12-31$0
Other income not declared elsewhere2020-12-31$21
Administrative expenses (other) incurred2020-12-31$2,614
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$234,869
Value of net assets at end of year (total assets less liabilities)2020-12-31$499,552
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$264,683
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$483,555
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$258,776
Interest on participant loans2020-12-31$24
Interest earned on other investments2020-12-31$110
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$11,453
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$5,907
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$57,981
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$71,544
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$21,306
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 name2020-12-31DRAFFIN & TUCKER, LLP
Accountancy firm EIN2020-12-31580914992
2010 : EASTER SEALS SOUTHERN GEORGIA, INC. RETIREMENT PLAN 2010 401k financial data
Unrealized appreciation/depreciation of real estate assets2010-11-29$0
Unrealized appreciation/depreciation of other (non real estate) assets2010-11-29$0
Total unrealized appreciation/depreciation of assets2010-11-29$0
Total transfer of assets to this plan2010-11-29$0
Total transfer of assets from this plan2010-11-29$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-11-29$0
Total income from all sources (including contributions)2010-11-29$59,508
Total loss/gain on sale of assets2010-11-29$0
Total of all expenses incurred2010-11-29$207,526
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-11-29$206,360
Value of total corrective distributions2010-11-29$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-11-29$43,526
Value of total assets at end of year2010-11-29$0
Value of total assets at beginning of year2010-11-29$148,018
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-11-29$1,166
Total income from rents2010-11-29$0
Total interest from all sources2010-11-29$673
Total dividends received (eg from common stock, registered investment company shares)2010-11-29$4
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-11-29No
Total dividends received from registered investment company shares (eg mutual funds)2010-11-29$4
Administrative expenses professional fees incurred2010-11-29$0
Was this plan covered by a fidelity bond2010-11-29Yes
Value of fidelity bond cover2010-11-29$180,000
If this is an individual account plan, was there a blackout period2010-11-29No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-11-29$0
Were there any nonexempt tranactions with any party-in-interest2010-11-29No
Amount of non-exempt transactions with any party-in-interest2010-11-29$0
Contributions received from participants2010-11-29$22,720
Participant contributions at end of year2010-11-29$0
Participant contributions at beginning of year2010-11-29$1,078
Income. Received or receivable in cash from other sources (including rollovers)2010-11-29$20,806
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2010-11-29$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-11-29$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-11-29$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-11-29$0
Other income not declared elsewhere2010-11-29$0
Administrative expenses (other) incurred2010-11-29$0
Liabilities. Value of operating payables at beginning of year2010-11-29$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-11-29No
Value of net income/loss2010-11-29$-148,018
Value of net assets at end of year (total assets less liabilities)2010-11-29$0
Value of net assets at beginning of year (total assets less liabilities)2010-11-29$148,018
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-11-29No
Were any loans by the plan or fixed income obligations due to the plan in default2010-11-29No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2010-11-29$0
Were any leases to which the plan was party in default or uncollectible2010-11-29No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2010-11-29$0
Investment advisory and management fees2010-11-29$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-11-29$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-11-29$128,664
Income. Interest from loans (other than to participants)2010-11-29$0
Interest earned on other investments2010-11-29$673
Income. Interest from US Government securities2010-11-29$0
Income. Interest from corporate debt instruments2010-11-29$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-11-29$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-11-29$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-11-29$18,276
Expenses. Payments to insurance carriers foe the provision of benefits2010-11-29$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-11-29$15,305
Net investment gain/loss from pooled separate accounts2010-11-29$0
Net investment gain or loss from common/collective trusts2010-11-29$0
Net gain/loss from 103.12 investment entities2010-11-29$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-11-29No
Was there a failure to transmit to the plan any participant contributions2010-11-29No
Has the plan failed to provide any benefit when due under the plan2010-11-29No
Contributions received in cash from employer2010-11-29$0
Employer contributions (assets) at end of year2010-11-29$0
Employer contributions (assets) at beginning of year2010-11-29$0
Income. Dividends from preferred stock2010-11-29$0
Income. Dividends from common stock2010-11-29$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-11-29$206,360
Contract administrator fees2010-11-29$1,166
Liabilities. Value of benefit claims payable at beginning of year2010-11-29$0
Did the plan have assets held for investment2010-11-29No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-11-29No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-11-29Yes
Aggregate proceeds on sale of assets2010-11-29$0
Aggregate carrying amount (costs) on sale of assets2010-11-29$0
Liabilities. Value of acquisition indebtedness at beginning of year2010-11-29$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-11-29No
Opinion of an independent qualified public accountant for this plan2010-11-29Unqualified
Accountancy firm name2010-11-29CLENNEY, POWELL & RENTZ, PC
Accountancy firm EIN2010-11-29582287360

Form 5500 Responses for EASTER SEALS SOUTHERN GEORGIA, INC. RETIREMENT PLAN

2022: EASTER SEALS SOUTHERN GEORGIA, INC. RETIREMENT 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: EASTER SEALS SOUTHERN GEORGIA, INC. RETIREMENT 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: EASTER SEALS SOUTHERN GEORGIA, INC. RETIREMENT 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
2010: EASTER SEALS SOUTHERN GEORGIA, INC. RETIREMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01This submission is the final filingYes
2010-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number664221
Policy instance 1
Insurance contract or identification number664221
Number of Individuals Covered271
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number664221
Policy instance 1
Insurance contract or identification number664221
Number of Individuals Covered243
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number664221
Policy instance 1
Insurance contract or identification number664221
Number of Individuals Covered213
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No

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