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PENSION PLAN FOR EMPLOYEES OF THE CHILDREN'S HOME SOCIETY OF FLORIDA 401k Plan overview

Plan NamePENSION PLAN FOR EMPLOYEES OF THE CHILDREN'S HOME SOCIETY OF FLORIDA
Plan identification number 001

PENSION PLAN FOR EMPLOYEES OF THE CHILDREN'S HOME SOCIETY OF FLORIDA Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Plan covered by PBGC that was terminated and closed out for PBGC purposes - Before the end of the plan year (or a prior plan year), (1) the plan terminated in a standard (or distress) termination and completed the distribution of plan assets in satisfaction of all benefit liabilities (or all ERISA Title IV benefits for distress termination); or (2) a trustee was appointed for a terminated plan pursuant to ERISA section 4042.
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).

401k Sponsoring company profile

THE CHILDRENS HOME SOCIETY OF FLORIDA has sponsored the creation of one or more 401k plans.

Company Name:THE CHILDRENS HOME SOCIETY OF FLORIDA
Employer identification number (EIN):590192430
NAIC Classification:624100
NAIC Description: Individual and Family Services

Additional information about THE CHILDRENS HOME SOCIETY OF FLORIDA

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 1964-05-08
Company Identification Number: 707262
Legal Registered Office Address: 482 S. Keller Road

Orlando

32810

More information about THE CHILDRENS HOME SOCIETY OF FLORIDA

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PENSION PLAN FOR EMPLOYEES OF THE CHILDREN'S HOME SOCIETY OF FLORIDA

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-07-01NARRIA ROBOTHAM2023-10-16 NARRIA ROBOTHAM2023-10-16
0012021-07-01NARRIA ROBOTHAM2023-04-12 NARRIA ROBOTHAM2023-04-12
0012020-07-01NARRIA ROBOTHAM2022-04-08 NARRIA ROBOTHAM2022-04-08
0012020-07-01NARRIA ROBOTHAM2023-02-03 NARRIA ROBOTHAM2023-02-03
0012019-07-01
0012019-07-01
0012019-07-01
0012018-07-01
0012017-07-01
0012016-07-01DEBORAH ADKINS DEBORAH ADKINS2018-04-16
0012015-07-01DEBORAH ADKINS DEBORAH ADKINS2017-04-18
0012014-07-01NAOMI BRASHER NAOMI BRASHER2016-04-15
0012013-07-01JENNIFER CAMPBELL JENNIFER CAMPBELL2015-04-14
0012012-07-01MARYSAL RIVERA MARYSAL RIVERA2014-04-15
0012011-07-01ROBERT WYDRA
0012009-07-01 ROBERT WYDRA2011-03-23

Plan Statistics for PENSION PLAN FOR EMPLOYEES OF THE CHILDREN'S HOME SOCIETY OF FLORIDA

401k plan membership statisitcs for PENSION PLAN FOR EMPLOYEES OF THE CHILDREN'S HOME SOCIETY OF FLORIDA

Measure Date Value
2022: PENSION PLAN FOR EMPLOYEES OF THE CHILDREN'S HOME SOCIETY OF FLORIDA 2022 401k membership
Total participants, beginning-of-year2022-07-0147
Total number of active participants reported on line 7a of the Form 55002022-07-010
Number of retired or separated participants receiving benefits2022-07-010
Number of other retired or separated participants entitled to future benefits2022-07-010
Total of all active and inactive participants2022-07-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-07-010
Total participants2022-07-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-07-010
Market value of plan assets2022-06-3028,966,741
Acturial value of plan assets2022-06-3027,366,102
Funding target for retired participants and beneficiaries receiving payment2022-06-307,112,143
Number of terminated vested participants2022-06-30603
Fundng target for terminated vested participants2022-06-3014,868,382
Active participant vested funding target2022-06-303,350,718
Number of active participants2022-06-30117
Total funding liabilities for active participants2022-06-303,350,718
Total participant count2022-06-30861
Total funding target for all participants2022-06-3025,331,243
Balance at beginning of prior year after applicable adjustments2022-06-300
Prefunding balance at beginning of prior year after applicable adjustments2022-06-300
Carryover balanced portion elected for use to offset prior years funding requirement2022-06-300
Prefunding balanced used to offset prior years funding requirement2022-06-300
Amount remaining of carryover balance2022-06-300
Amount remaining of prefunding balance2022-06-300
Present value of excess contributions2022-06-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-06-300
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-06-300
Reductions in caryover balances due to elections or deemed elections2022-06-300
Reductions in prefunding balances due to elections or deemed elections2022-06-300
Balance of carryovers at beginning of current year2022-06-300
Balance of prefunding at beginning of current year2022-06-300
Total employer contributions2022-06-3015,456,513
Total employee contributions2022-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2022-06-300
Contributions made to avoid restrictions adjusted to valuation date2022-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-06-3014,699,470
Liquidity shortfalls end of Q12022-06-300
Liquidity shortfalls end of Q22022-06-300
Liquidity shortfalls end of Q32022-06-300
Liquidity shortfalls end of Q42022-06-300
Unpaid minimum required contributions for all prior years2022-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-06-300
Remaining amount of unpaid minimum required contributions2022-06-300
Minimum required contributions for current year target normal cost2022-06-30272,771
Net shortfall amortization installment of oustanding balance2022-06-300
Waiver amortization installment2022-06-300
Total funding amount beforereflecting carryover/prefunding balances2022-06-300
Carryover balance elected to use to offset funding requirement2022-06-300
Prefunding balance elected to use to offset funding requirement2022-06-300
Additional cash requirement2022-06-300
Contributions allocatedtoward minimum required contributions for current year2022-06-3014,699,470
Unpaid minimum required contributions for current year2022-06-300
Unpaid minimum required contributions for all years2022-06-300
2021: PENSION PLAN FOR EMPLOYEES OF THE CHILDREN'S HOME SOCIETY OF FLORIDA 2021 401k membership
Total participants, beginning-of-year2021-07-01860
Total number of active participants reported on line 7a of the Form 55002021-07-011
Number of retired or separated participants receiving benefits2021-07-010
Number of other retired or separated participants entitled to future benefits2021-07-018
Total of all active and inactive participants2021-07-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-0138
Total participants2021-07-0147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-010
Market value of plan assets2021-06-3028,491,229
Acturial value of plan assets2021-06-3026,664,338
Funding target for retired participants and beneficiaries receiving payment2021-06-306,809,704
Number of terminated vested participants2021-06-30630
Fundng target for terminated vested participants2021-06-3016,629,861
Active participant vested funding target2021-06-303,604,842
Number of active participants2021-06-30138
Total funding liabilities for active participants2021-06-303,604,842
Total participant count2021-06-30902
Total funding target for all participants2021-06-3027,044,407
Balance at beginning of prior year after applicable adjustments2021-06-300
Prefunding balance at beginning of prior year after applicable adjustments2021-06-300
Carryover balanced portion elected for use to offset prior years funding requirement2021-06-300
Prefunding balanced used to offset prior years funding requirement2021-06-300
Amount remaining of carryover balance2021-06-300
Amount remaining of prefunding balance2021-06-300
Present value of excess contributions2021-06-301,720
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-06-301,818
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-06-300
Reductions in caryover balances due to elections or deemed elections2021-06-300
Reductions in prefunding balances due to elections or deemed elections2021-06-300
Balance of carryovers at beginning of current year2021-06-300
Balance of prefunding at beginning of current year2021-06-300
Total employer contributions2021-06-30150,384
Total employee contributions2021-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2021-06-300
Contributions made to avoid restrictions adjusted to valuation date2021-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-06-30275,324
Liquidity shortfalls end of Q12021-06-300
Liquidity shortfalls end of Q22021-06-300
Liquidity shortfalls end of Q32021-06-300
Liquidity shortfalls end of Q42021-06-300
Unpaid minimum required contributions for all prior years2021-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-06-300
Remaining amount of unpaid minimum required contributions2021-06-300
Minimum required contributions for current year target normal cost2021-06-30212,396
Net shortfall amortization installment of oustanding balance2021-06-30380,069
Waiver amortization installment2021-06-300
Total funding amount beforereflecting carryover/prefunding balances2021-06-30275,324
Carryover balance elected to use to offset funding requirement2021-06-300
Prefunding balance elected to use to offset funding requirement2021-06-300
Additional cash requirement2021-06-30275,324
Contributions allocatedtoward minimum required contributions for current year2021-06-30275,324
Unpaid minimum required contributions for current year2021-06-300
Unpaid minimum required contributions for all years2021-06-300
2020: PENSION PLAN FOR EMPLOYEES OF THE CHILDREN'S HOME SOCIETY OF FLORIDA 2020 401k membership
Total participants, beginning-of-year2020-07-01902
Total number of active participants reported on line 7a of the Form 55002020-07-01116
Number of retired or separated participants receiving benefits2020-07-01132
Number of other retired or separated participants entitled to future benefits2020-07-01550
Total of all active and inactive participants2020-07-01798
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-0162
Total participants2020-07-01860
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-010
Market value of plan assets2020-06-3028,160,291
Acturial value of plan assets2020-06-3027,726,204
Funding target for retired participants and beneficiaries receiving payment2020-06-306,461,841
Number of terminated vested participants2020-06-30670
Fundng target for terminated vested participants2020-06-3017,487,831
Active participant vested funding target2020-06-303,847,030
Number of active participants2020-06-30168
Total funding liabilities for active participants2020-06-303,847,030
Total participant count2020-06-30965
Total funding target for all participants2020-06-3027,796,702
Balance at beginning of prior year after applicable adjustments2020-06-300
Prefunding balance at beginning of prior year after applicable adjustments2020-06-300
Carryover balanced portion elected for use to offset prior years funding requirement2020-06-300
Prefunding balanced used to offset prior years funding requirement2020-06-300
Amount remaining of carryover balance2020-06-300
Amount remaining of prefunding balance2020-06-300
Present value of excess contributions2020-06-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-06-300
Balance of carryovers at beginning of current year2020-06-300
Balance of prefunding at beginning of current year2020-06-300
Total employer contributions2020-06-30221,000
Total employee contributions2020-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2020-06-300
Contributions made to avoid restrictions adjusted to valuation date2020-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-06-30202,231
Unpaid minimum required contributions for all prior years2020-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-06-300
Remaining amount of unpaid minimum required contributions2020-06-300
Minimum required contributions for current year target normal cost2020-06-30189,056
Net shortfall amortization installment of oustanding balance2020-06-3070,498
Total funding amount beforereflecting carryover/prefunding balances2020-06-30200,511
Additional cash requirement2020-06-30200,511
Contributions allocatedtoward minimum required contributions for current year2020-06-30202,231
Unpaid minimum required contributions for current year2020-06-300
Unpaid minimum required contributions for all years2020-06-300
2019: PENSION PLAN FOR EMPLOYEES OF THE CHILDREN'S HOME SOCIETY OF FLORIDA 2019 401k membership
Total participants, beginning-of-year2019-07-01965
Total number of active participants reported on line 7a of the Form 55002019-07-01138
Number of retired or separated participants receiving benefits2019-07-01127
Number of other retired or separated participants entitled to future benefits2019-07-01587
Total of all active and inactive participants2019-07-01852
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-0150
Total participants2019-07-01902
Number of participants with account balances2019-07-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-010
Market value of plan assets2019-06-3028,327,024
Acturial value of plan assets2019-06-3029,500,311
Funding target for retired participants and beneficiaries receiving payment2019-06-305,675,885
Number of terminated vested participants2019-06-30708
Fundng target for terminated vested participants2019-06-3018,258,458
Active participant vested funding target2019-06-304,517,017
Number of active participants2019-06-30201
Total funding liabilities for active participants2019-06-304,517,017
Total participant count2019-06-301,026
Total funding target for all participants2019-06-3028,451,360
Balance at beginning of prior year after applicable adjustments2019-06-300
Prefunding balance at beginning of prior year after applicable adjustments2019-06-300
Carryover balanced portion elected for use to offset prior years funding requirement2019-06-300
Prefunding balanced used to offset prior years funding requirement2019-06-300
Amount remaining of carryover balance2019-06-300
Amount remaining of prefunding balance2019-06-300
Present value of excess contributions2019-06-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-06-300
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-06-300
Reductions in prefunding balances due to elections or deemed elections2019-06-300
Balance of carryovers at beginning of current year2019-06-300
Balance of prefunding at beginning of current year2019-06-300
Total employer contributions2019-06-300
Total employee contributions2019-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2019-06-300
Contributions made to avoid restrictions adjusted to valuation date2019-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-06-300
Unpaid minimum required contributions for all prior years2019-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-06-300
Remaining amount of unpaid minimum required contributions2019-06-300
Minimum required contributions for current year target normal cost2019-06-30626,019
Net shortfall amortization installment of oustanding balance2019-06-300
Waiver amortization installment2019-06-300
Total funding amount beforereflecting carryover/prefunding balances2019-06-300
Carryover balance elected to use to offset funding requirement2019-06-300
Prefunding balance elected to use to offset funding requirement2019-06-300
Additional cash requirement2019-06-300
Contributions allocatedtoward minimum required contributions for current year2019-06-300
Unpaid minimum required contributions for current year2019-06-300
Unpaid minimum required contributions for all years2019-06-300
2018: PENSION PLAN FOR EMPLOYEES OF THE CHILDREN'S HOME SOCIETY OF FLORIDA 2018 401k membership
Total participants, beginning-of-year2018-07-011,026
Total number of active participants reported on line 7a of the Form 55002018-07-01168
Number of retired or separated participants receiving benefits2018-07-01123
Number of other retired or separated participants entitled to future benefits2018-07-01628
Total of all active and inactive participants2018-07-01919
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-0146
Total participants2018-07-01965
Number of participants with account balances2018-07-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-010
Market value of plan assets2018-06-3033,871,409
Acturial value of plan assets2018-06-3034,052,011
Funding target for retired participants and beneficiaries receiving payment2018-06-305,121,787
Number of terminated vested participants2018-06-30943
Fundng target for terminated vested participants2018-06-3018,154,834
Active participant vested funding target2018-06-305,546,090
Number of active participants2018-06-30252
Total funding liabilities for active participants2018-06-305,546,090
Total participant count2018-06-301,312
Total funding target for all participants2018-06-3028,822,711
Balance at beginning of prior year after applicable adjustments2018-06-300
Prefunding balance at beginning of prior year after applicable adjustments2018-06-300
Carryover balanced portion elected for use to offset prior years funding requirement2018-06-300
Prefunding balanced used to offset prior years funding requirement2018-06-300
Amount remaining of carryover balance2018-06-300
Amount remaining of prefunding balance2018-06-300
Present value of excess contributions2018-06-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-06-300
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-06-300
Reductions in caryover balances due to elections or deemed elections2018-06-300
Reductions in prefunding balances due to elections or deemed elections2018-06-300
Balance of carryovers at beginning of current year2018-06-300
Balance of prefunding at beginning of current year2018-06-300
Total employer contributions2018-06-300
Total employee contributions2018-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2018-06-300
Contributions made to avoid restrictions adjusted to valuation date2018-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-06-300
Unpaid minimum required contributions for all prior years2018-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-06-300
Remaining amount of unpaid minimum required contributions2018-06-300
Minimum required contributions for current year target normal cost2018-06-30404,015
Net shortfall amortization installment of oustanding balance2018-06-300
Waiver amortization installment2018-06-300
Total funding amount beforereflecting carryover/prefunding balances2018-06-300
Carryover balance elected to use to offset funding requirement2018-06-300
Prefunding balance elected to use to offset funding requirement2018-06-300
Additional cash requirement2018-06-300
Contributions allocatedtoward minimum required contributions for current year2018-06-300
Unpaid minimum required contributions for current year2018-06-300
Unpaid minimum required contributions for all years2018-06-300
2017: PENSION PLAN FOR EMPLOYEES OF THE CHILDREN'S HOME SOCIETY OF FLORIDA 2017 401k membership
Total participants, beginning-of-year2017-07-011,312
Total number of active participants reported on line 7a of the Form 55002017-07-01201
Number of retired or separated participants receiving benefits2017-07-01114
Number of other retired or separated participants entitled to future benefits2017-07-01706
Total of all active and inactive participants2017-07-011,021
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-015
Total participants2017-07-011,026
Number of participants with account balances2017-07-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-010
Market value of plan assets2017-06-3035,836,667
Acturial value of plan assets2017-06-3036,201,494
Funding target for retired participants and beneficiaries receiving payment2017-06-304,729,340
Number of terminated vested participants2017-06-30987
Fundng target for terminated vested participants2017-06-3017,554,145
Active participant vested funding target2017-06-305,923,815
Number of active participants2017-06-30303
Total funding liabilities for active participants2017-06-306,115,545
Total participant count2017-06-301,398
Total funding target for all participants2017-06-3028,399,030
Balance at beginning of prior year after applicable adjustments2017-06-300
Prefunding balance at beginning of prior year after applicable adjustments2017-06-300
Carryover balanced portion elected for use to offset prior years funding requirement2017-06-300
Prefunding balanced used to offset prior years funding requirement2017-06-300
Amount remaining of carryover balance2017-06-300
Amount remaining of prefunding balance2017-06-300
Present value of excess contributions2017-06-301,924,188
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-06-302,049,260
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-06-300
Reductions in caryover balances due to elections or deemed elections2017-06-300
Reductions in prefunding balances due to elections or deemed elections2017-06-300
Balance of carryovers at beginning of current year2017-06-300
Balance of prefunding at beginning of current year2017-06-300
Total employer contributions2017-06-300
Total employee contributions2017-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2017-06-300
Contributions made to avoid restrictions adjusted to valuation date2017-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-06-300
Unpaid minimum required contributions for all prior years2017-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-06-300
Remaining amount of unpaid minimum required contributions2017-06-300
Minimum required contributions for current year target normal cost2017-06-30405,499
Net shortfall amortization installment of oustanding balance2017-06-300
Waiver amortization installment2017-06-300
Total funding amount beforereflecting carryover/prefunding balances2017-06-300
Carryover balance elected to use to offset funding requirement2017-06-300
Prefunding balance elected to use to offset funding requirement2017-06-300
Additional cash requirement2017-06-300
Contributions allocatedtoward minimum required contributions for current year2017-06-300
Unpaid minimum required contributions for current year2017-06-300
Unpaid minimum required contributions for all years2017-06-300
2016: PENSION PLAN FOR EMPLOYEES OF THE CHILDREN'S HOME SOCIETY OF FLORIDA 2016 401k membership
Total participants, beginning-of-year2016-07-011,400
Total number of active participants reported on line 7a of the Form 55002016-07-01248
Number of retired or separated participants receiving benefits2016-07-01114
Number of other retired or separated participants entitled to future benefits2016-07-01946
Total of all active and inactive participants2016-07-011,308
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-016
Total participants2016-07-011,314
Number of participants with account balances2016-07-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-010
2015: PENSION PLAN FOR EMPLOYEES OF THE CHILDREN'S HOME SOCIETY OF FLORIDA 2015 401k membership
Total participants, beginning-of-year2015-07-011,432
Total number of active participants reported on line 7a of the Form 55002015-07-01281
Number of retired or separated participants receiving benefits2015-07-01105
Number of other retired or separated participants entitled to future benefits2015-07-011,008
Total of all active and inactive participants2015-07-011,394
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-014
Total participants2015-07-011,398
Number of participants with account balances2015-07-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-010
2014: PENSION PLAN FOR EMPLOYEES OF THE CHILDREN'S HOME SOCIETY OF FLORIDA 2014 401k membership
Total participants, beginning-of-year2014-07-011,456
Total number of active participants reported on line 7a of the Form 55002014-07-01417
Number of retired or separated participants receiving benefits2014-07-0196
Number of other retired or separated participants entitled to future benefits2014-07-01903
Total of all active and inactive participants2014-07-011,416
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-012
Total participants2014-07-011,418
Number of participants with account balances2014-07-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-010
2013: PENSION PLAN FOR EMPLOYEES OF THE CHILDREN'S HOME SOCIETY OF FLORIDA 2013 401k membership
Total participants, beginning-of-year2013-07-011,493
Total number of active participants reported on line 7a of the Form 55002013-07-01429
Number of retired or separated participants receiving benefits2013-07-0187
Number of other retired or separated participants entitled to future benefits2013-07-01938
Total of all active and inactive participants2013-07-011,454
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-011
Total participants2013-07-011,455
Number of participants with account balances2013-07-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-010
2012: PENSION PLAN FOR EMPLOYEES OF THE CHILDREN'S HOME SOCIETY OF FLORIDA 2012 401k membership
Total participants, beginning-of-year2012-07-011,741
Total number of active participants reported on line 7a of the Form 55002012-07-01698
Number of retired or separated participants receiving benefits2012-07-0181
Number of other retired or separated participants entitled to future benefits2012-07-01897
Total of all active and inactive participants2012-07-011,676
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-011
Total participants2012-07-011,677
Number of participants with account balances2012-07-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-014
2011: PENSION PLAN FOR EMPLOYEES OF THE CHILDREN'S HOME SOCIETY OF FLORIDA 2011 401k membership
Total participants, beginning-of-year2011-07-011,762
Total number of active participants reported on line 7a of the Form 55002011-07-01740
Number of retired or separated participants receiving benefits2011-07-0171
Number of other retired or separated participants entitled to future benefits2011-07-01931
Total of all active and inactive participants2011-07-011,742
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-0114
Total participants2011-07-011,756
Number of participants with account balances2011-07-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-018
2009: PENSION PLAN FOR EMPLOYEES OF THE CHILDREN'S HOME SOCIETY OF FLORIDA 2009 401k membership
Total participants, beginning-of-year2009-07-011,878
Total number of active participants reported on line 7a of the Form 55002009-07-01895
Number of retired or separated participants receiving benefits2009-07-0126
Number of other retired or separated participants entitled to future benefits2009-07-01860
Total of all active and inactive participants2009-07-011,781
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-0113
Total participants2009-07-011,794
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-0175

Financial Data on PENSION PLAN FOR EMPLOYEES OF THE CHILDREN'S HOME SOCIETY OF FLORIDA

Measure Date Value
2022 : PENSION PLAN FOR EMPLOYEES OF THE CHILDREN'S HOME SOCIETY OF FLORIDA 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$10,244
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$978,088
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$933,205
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$10,098
Value of total assets at end of year2022-12-31$0
Value of total assets at beginning of year2022-12-31$967,844
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$44,883
Total interest from all sources2022-12-31$146
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 year2022-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2022-12-31$0
Administrative expenses professional fees incurred2022-12-31$27,569
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,020,000
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$4,725
Administrative expenses (other) incurred2022-12-31$17,314
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-967,844
Value of net assets at end of year (total assets less liabilities)2022-12-31$0
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$967,844
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 bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$963,119
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$963,119
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$146
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$-22,237
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
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$10,098
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$955,442
Did the plan have assets held for investment2022-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31Yes
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31RSM US LLP
Accountancy firm EIN2022-12-31420714325
Unrealized appreciation/depreciation of other (non real estate) assets2022-06-30$-5,527,026
Total unrealized appreciation/depreciation of assets2022-06-30$-5,527,026
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total income from all sources (including contributions)2022-06-30$11,250,596
Total loss/gain on sale of assets2022-06-30$0
Total of all expenses incurred2022-06-30$39,252,904
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$38,410,809
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$15,456,513
Value of total assets at end of year2022-06-30$967,844
Value of total assets at beginning of year2022-06-30$28,970,152
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$842,095
Total interest from all sources2022-06-30$499,302
Total dividends received (eg from common stock, registered investment company shares)2022-06-30$30,071
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2022-06-30$0
Total dividends received from registered investment company shares (eg mutual funds)2022-06-30$30,071
Administrative expenses professional fees incurred2022-06-30$689,424
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$1,020,000
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-06-30$4,725
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-06-30$0
Administrative expenses (other) incurred2022-06-30$13,714
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$-28,002,308
Value of net assets at end of year (total assets less liabilities)2022-06-30$967,844
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$28,970,152
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30No
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Investment advisory and management fees2022-06-30$101,665
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-06-30$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-06-30$25,388,307
Value of interest in pooled separate accounts at end of year2022-06-30$0
Value of interest in pooled separate accounts at beginning of year2022-06-30$3,439,397
Income. Interest from US Government securities2022-06-30$7,446
Income. Interest from corporate debt instruments2022-06-30$484,252
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-06-30$963,119
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-06-30$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-06-30$7,604
Expenses. Payments to insurance carriers foe the provision of benefits2022-06-30$14,751,258
Net investment gain/loss from pooled separate accounts2022-06-30$791,736
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30Yes
Was there a failure to transmit to the plan any participant contributions2022-06-30No
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Contributions received in cash from employer2022-06-30$15,456,513
Employer contributions (assets) at end of year2022-06-30$0
Employer contributions (assets) at beginning of year2022-06-30$142,448
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$23,659,551
Contract administrator fees2022-06-30$37,292
Did the plan have assets held for investment2022-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-30No
Opinion of an independent qualified public accountant for this plan2022-06-30Disclaimer
Accountancy firm name2022-06-30RSM US LLP
Accountancy firm EIN2022-06-30420714325
2021 : PENSION PLAN FOR EMPLOYEES OF THE CHILDREN'S HOME SOCIETY OF FLORIDA 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total income from all sources (including contributions)2021-06-30$3,408,791
Total loss/gain on sale of assets2021-06-30$0
Total of all expenses incurred2021-06-30$2,716,171
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$2,443,400
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$513,832
Value of total assets at end of year2021-06-30$28,970,152
Value of total assets at beginning of year2021-06-30$28,277,532
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$272,771
Total interest from all sources2021-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Administrative expenses professional fees incurred2021-06-30$97,320
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$1,020,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-06-30$0
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Administrative expenses (other) incurred2021-06-30$35,473
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$692,620
Value of net assets at end of year (total assets less liabilities)2021-06-30$28,970,152
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$28,277,532
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Investment advisory and management fees2021-06-30$42,680
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-06-30$25,388,307
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-06-30$25,893,301
Value of interest in pooled separate accounts at end of year2021-06-30$3,439,397
Value of interest in pooled separate accounts at beginning of year2021-06-30$2,384,231
Net investment gain/loss from pooled separate accounts2021-06-30$2,894,959
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30Yes
Was there a failure to transmit to the plan any participant contributions2021-06-30No
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Contributions received in cash from employer2021-06-30$513,832
Employer contributions (assets) at end of year2021-06-30$142,448
Employer contributions (assets) at beginning of year2021-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$2,443,400
Contract administrator fees2021-06-30$97,298
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Opinion of an independent qualified public accountant for this plan2021-06-30Disclaimer
Accountancy firm name2021-06-30RSM US LLP
Accountancy firm EIN2021-06-30420714325
2020 : PENSION PLAN FOR EMPLOYEES OF THE CHILDREN'S HOME SOCIETY OF FLORIDA 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total income from all sources (including contributions)2020-06-30$3,607,973
Total loss/gain on sale of assets2020-06-30$0
Total of all expenses incurred2020-06-30$3,490,731
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$3,386,069
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$0
Value of total assets at end of year2020-06-30$28,277,532
Value of total assets at beginning of year2020-06-30$28,160,290
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$104,662
Total interest from all sources2020-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$1,020,000
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-06-30$90,596
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$117,242
Value of net assets at end of year (total assets less liabilities)2020-06-30$28,277,532
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$28,160,290
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-06-30$25,893,301
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$25,557,177
Value of interest in pooled separate accounts at end of year2020-06-30$2,384,231
Value of interest in pooled separate accounts at beginning of year2020-06-30$2,603,113
Net investment gain/loss from pooled separate accounts2020-06-30$3,607,973
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30No
Was there a failure to transmit to the plan any participant contributions2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$3,295,473
Contract administrator fees2020-06-30$104,662
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30Yes
Opinion of an independent qualified public accountant for this plan2020-06-30Disclaimer
Accountancy firm name2020-06-30RSM US LLP
Accountancy firm EIN2020-06-30420714325
2019 : PENSION PLAN FOR EMPLOYEES OF THE CHILDREN'S HOME SOCIETY OF FLORIDA 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total income from all sources (including contributions)2019-06-30$3,127,963
Total loss/gain on sale of assets2019-06-30$0
Total of all expenses incurred2019-06-30$3,294,697
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$3,124,010
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$129
Value of total assets at end of year2019-06-30$28,160,290
Value of total assets at beginning of year2019-06-30$28,327,024
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$170,687
Total interest from all sources2019-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$5,000,000
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Income. Received or receivable in cash from other sources (including rollovers)2019-06-30$129
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-06-30$330,524
Administrative expenses (other) incurred2019-06-30$58,865
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$-166,734
Value of net assets at end of year (total assets less liabilities)2019-06-30$28,160,290
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$28,327,024
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-06-30$25,557,177
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$8,879,708
Value of interest in pooled separate accounts at end of year2019-06-30$2,603,113
Value of interest in pooled separate accounts at beginning of year2019-06-30$19,447,316
Net investment gain/loss from pooled separate accounts2019-06-30$3,127,834
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30Yes
Was there a failure to transmit to the plan any participant contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$2,793,486
Contract administrator fees2019-06-30$111,822
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30Yes
Opinion of an independent qualified public accountant for this plan2019-06-30Disclaimer
Accountancy firm name2019-06-30RSM US LLP
Accountancy firm EIN2019-06-30420714325
2018 : PENSION PLAN FOR EMPLOYEES OF THE CHILDREN'S HOME SOCIETY OF FLORIDA 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total income from all sources (including contributions)2018-06-30$402,575
Total loss/gain on sale of assets2018-06-30$0
Total of all expenses incurred2018-06-30$5,946,960
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$5,401,137
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$0
Value of total assets at end of year2018-06-30$28,327,024
Value of total assets at beginning of year2018-06-30$33,871,409
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$545,823
Total interest from all sources2018-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$63,885
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2018-06-30$63,885
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$5,000,000
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Administrative expenses (other) incurred2018-06-30$297,211
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$-5,544,385
Value of net assets at end of year (total assets less liabilities)2018-06-30$28,327,024
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$33,871,409
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Investment advisory and management fees2018-06-30$198,219
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-06-30$8,879,708
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$13,552,913
Value of interest in pooled separate accounts at end of year2018-06-30$19,447,316
Value of interest in pooled separate accounts at beginning of year2018-06-30$20,318,496
Net investment gain/loss from pooled separate accounts2018-06-30$338,690
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30Yes
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$5,401,137
Contract administrator fees2018-06-30$50,393
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30Yes
Opinion of an independent qualified public accountant for this plan2018-06-30Disclaimer
Accountancy firm name2018-06-30RSM US LLP
Accountancy firm EIN2018-06-30420714325
2017 : PENSION PLAN FOR EMPLOYEES OF THE CHILDREN'S HOME SOCIETY OF FLORIDA 2017 401k financial data
Unrealized appreciation/depreciation of real estate assets2017-06-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2017-06-30$0
Total unrealized appreciation/depreciation of assets2017-06-30$0
Total transfer of assets to this plan2017-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Expenses. Interest paid2017-06-30$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022017-06-30$0
Total income from all sources (including contributions)2017-06-30$1,877,797
Total loss/gain on sale of assets2017-06-30$0
Total of all expenses incurred2017-06-30$3,893,794
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$3,494,363
Value of total corrective distributions2017-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$0
Value of total assets at end of year2017-06-30$33,871,409
Value of total assets at beginning of year2017-06-30$35,887,406
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$399,431
Total income from rents2017-06-30$0
Total interest from all sources2017-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$275,350
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2017-06-30$275,350
Administrative expenses professional fees incurred2017-06-30$26,094
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$5,000,000
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Amount of non-exempt transactions with any party-in-interest2017-06-30$0
Contributions received from participants2017-06-30$0
Participant contributions at end of year2017-06-30$0
Participant contributions at beginning of year2017-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2017-06-30$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-06-30$0
Other income not declared elsewhere2017-06-30$0
Administrative expenses (other) incurred2017-06-30$231,852
Liabilities. Value of operating payables at beginning of year2017-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Income. Non cash contributions2017-06-30$0
Value of net income/loss2017-06-30$-2,015,997
Value of net assets at end of year (total assets less liabilities)2017-06-30$33,871,409
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$35,887,406
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
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 year2017-06-30$0
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2017-06-30$0
Investment advisory and management fees2017-06-30$20,744
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-06-30$13,552,913
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$11,883,419
Value of interest in pooled separate accounts at end of year2017-06-30$20,318,496
Value of interest in pooled separate accounts at beginning of year2017-06-30$21,903,987
Income. Interest from loans (other than to participants)2017-06-30$0
Interest earned on other investments2017-06-30$0
Income. Interest from US Government securities2017-06-30$0
Income. Interest from corporate debt instruments2017-06-30$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-06-30$0
Expenses. Payments to insurance carriers foe the provision of benefits2017-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-06-30$1,394,145
Net investment gain/loss from pooled separate accounts2017-06-30$208,302
Net investment gain or loss from common/collective trusts2017-06-30$0
Net gain/loss from 103.12 investment entities2017-06-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30Yes
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$0
Employer contributions (assets) at end of year2017-06-30$0
Employer contributions (assets) at beginning of year2017-06-30$2,100,000
Income. Dividends from preferred stock2017-06-30$0
Income. Dividends from common stock2017-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$3,494,363
Contract administrator fees2017-06-30$120,741
Liabilities. Value of benefit claims payable at beginning of year2017-06-30$0
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Aggregate proceeds on sale of assets2017-06-30$0
Aggregate carrying amount (costs) on sale of assets2017-06-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2017-06-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30Yes
Opinion of an independent qualified public accountant for this plan2017-06-30Disclaimer
Accountancy firm name2017-06-30RSM US LLP
Accountancy firm EIN2017-06-30420714325
2016 : PENSION PLAN FOR EMPLOYEES OF THE CHILDREN'S HOME SOCIETY OF FLORIDA 2016 401k financial data
Unrealized appreciation/depreciation of real estate assets2016-06-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2016-06-30$0
Total unrealized appreciation/depreciation of assets2016-06-30$0
Total transfer of assets to this plan2016-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Expenses. Interest paid2016-06-30$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022016-06-30$0
Total income from all sources (including contributions)2016-06-30$4,386,253
Total loss/gain on sale of assets2016-06-30$0
Total of all expenses incurred2016-06-30$2,783,265
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$2,486,808
Value of total corrective distributions2016-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$2,100,000
Value of total assets at end of year2016-06-30$35,887,406
Value of total assets at beginning of year2016-06-30$34,284,418
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$296,457
Total income from rents2016-06-30$0
Total interest from all sources2016-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$284,704
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2016-06-30$284,704
Administrative expenses professional fees incurred2016-06-30$23,241
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$5,000,000
If this is an individual account plan, was there a blackout period2016-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-06-30$0
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Amount of non-exempt transactions with any party-in-interest2016-06-30$0
Contributions received from participants2016-06-30$0
Participant contributions at end of year2016-06-30$0
Participant contributions at beginning of year2016-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2016-06-30$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-06-30$0
Other income not declared elsewhere2016-06-30$11,869
Administrative expenses (other) incurred2016-06-30$129,810
Liabilities. Value of operating payables at beginning of year2016-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Income. Non cash contributions2016-06-30$0
Value of net income/loss2016-06-30$1,602,988
Value of net assets at end of year (total assets less liabilities)2016-06-30$35,887,406
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$34,284,418
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
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 year2016-06-30$0
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2016-06-30$0
Investment advisory and management fees2016-06-30$24,261
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$11,883,419
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$13,954,821
Value of interest in pooled separate accounts at end of year2016-06-30$21,903,987
Value of interest in pooled separate accounts at beginning of year2016-06-30$18,229,597
Income. Interest from loans (other than to participants)2016-06-30$0
Interest earned on other investments2016-06-30$0
Income. Interest from US Government securities2016-06-30$0
Income. Interest from corporate debt instruments2016-06-30$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-06-30$0
Expenses. Payments to insurance carriers foe the provision of benefits2016-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-06-30$-52,658
Net investment gain/loss from pooled separate accounts2016-06-30$2,042,338
Net investment gain or loss from common/collective trusts2016-06-30$0
Net gain/loss from 103.12 investment entities2016-06-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30Yes
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$2,100,000
Employer contributions (assets) at end of year2016-06-30$2,100,000
Employer contributions (assets) at beginning of year2016-06-30$2,100,000
Income. Dividends from preferred stock2016-06-30$0
Income. Dividends from common stock2016-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$2,486,808
Contract administrator fees2016-06-30$119,145
Liabilities. Value of benefit claims payable at beginning of year2016-06-30$0
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Aggregate proceeds on sale of assets2016-06-30$0
Aggregate carrying amount (costs) on sale of assets2016-06-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2016-06-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30Yes
Opinion of an independent qualified public accountant for this plan2016-06-30Disclaimer
Accountancy firm name2016-06-30RSM US
Accountancy firm EIN2016-06-30420714325
2015 : PENSION PLAN FOR EMPLOYEES OF THE CHILDREN'S HOME SOCIETY OF FLORIDA 2015 401k financial data
Unrealized appreciation/depreciation of real estate assets2015-06-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2015-06-30$0
Total unrealized appreciation/depreciation of assets2015-06-30$0
Total transfer of assets to this plan2015-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Expenses. Interest paid2015-06-30$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022015-06-30$0
Total income from all sources (including contributions)2015-06-30$3,040,955
Total loss/gain on sale of assets2015-06-30$0
Total of all expenses incurred2015-06-30$3,746,626
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$3,210,742
Value of total corrective distributions2015-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$2,100,000
Value of total assets at end of year2015-06-30$34,284,418
Value of total assets at beginning of year2015-06-30$34,990,089
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$535,884
Total income from rents2015-06-30$0
Total interest from all sources2015-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$333,610
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2015-06-30$333,610
Administrative expenses professional fees incurred2015-06-30$8,312
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$5,000,000
If this is an individual account plan, was there a blackout period2015-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-06-30$0
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Amount of non-exempt transactions with any party-in-interest2015-06-30$0
Contributions received from participants2015-06-30$0
Participant contributions at end of year2015-06-30$0
Participant contributions at beginning of year2015-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2015-06-30$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-06-30$0
Other income not declared elsewhere2015-06-30$-663
Administrative expenses (other) incurred2015-06-30$399,871
Liabilities. Value of operating payables at beginning of year2015-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Income. Non cash contributions2015-06-30$0
Value of net income/loss2015-06-30$-705,671
Value of net assets at end of year (total assets less liabilities)2015-06-30$34,284,418
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$34,990,089
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
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 year2015-06-30$0
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2015-06-30$0
Investment advisory and management fees2015-06-30$5,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-06-30$13,954,821
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$15,047,478
Value of interest in pooled separate accounts at end of year2015-06-30$18,229,597
Value of interest in pooled separate accounts at beginning of year2015-06-30$17,842,611
Income. Interest from loans (other than to participants)2015-06-30$0
Interest earned on other investments2015-06-30$0
Income. Interest from US Government securities2015-06-30$0
Income. Interest from corporate debt instruments2015-06-30$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-06-30$0
Expenses. Payments to insurance carriers foe the provision of benefits2015-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-06-30$448,691
Net investment gain/loss from pooled separate accounts2015-06-30$159,317
Net investment gain or loss from common/collective trusts2015-06-30$0
Net gain/loss from 103.12 investment entities2015-06-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30Yes
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$2,100,000
Employer contributions (assets) at end of year2015-06-30$2,100,000
Employer contributions (assets) at beginning of year2015-06-30$2,100,000
Income. Dividends from preferred stock2015-06-30$0
Income. Dividends from common stock2015-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$3,210,742
Contract administrator fees2015-06-30$122,701
Liabilities. Value of benefit claims payable at beginning of year2015-06-30$0
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Aggregate proceeds on sale of assets2015-06-30$0
Aggregate carrying amount (costs) on sale of assets2015-06-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2015-06-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30Yes
Opinion of an independent qualified public accountant for this plan2015-06-30Disclaimer
Accountancy firm name2015-06-30RSM US LLP
Accountancy firm EIN2015-06-30420714325
2014 : PENSION PLAN FOR EMPLOYEES OF THE CHILDREN'S HOME SOCIETY OF FLORIDA 2014 401k financial data
Unrealized appreciation/depreciation of real estate assets2014-06-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2014-06-30$0
Total unrealized appreciation/depreciation of assets2014-06-30$0
Total transfer of assets to this plan2014-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Expenses. Interest paid2014-06-30$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022014-06-30$0
Total income from all sources (including contributions)2014-06-30$6,895,758
Total loss/gain on sale of assets2014-06-30$0
Total of all expenses incurred2014-06-30$2,248,732
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$1,915,934
Value of total corrective distributions2014-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$2,100,000
Value of total assets at end of year2014-06-30$34,990,089
Value of total assets at beginning of year2014-06-30$30,343,063
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$332,798
Total income from rents2014-06-30$0
Total interest from all sources2014-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$564,449
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2014-06-30$564,449
Administrative expenses professional fees incurred2014-06-30$21,926
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$5,000,000
If this is an individual account plan, was there a blackout period2014-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-06-30$0
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Amount of non-exempt transactions with any party-in-interest2014-06-30$0
Contributions received from participants2014-06-30$0
Participant contributions at end of year2014-06-30$0
Participant contributions at beginning of year2014-06-30$0
Assets. Other investments not covered elsewhere at beginning of year2014-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2014-06-30$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-06-30$0
Other income not declared elsewhere2014-06-30$661
Administrative expenses (other) incurred2014-06-30$140,985
Liabilities. Value of operating payables at beginning of year2014-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Income. Non cash contributions2014-06-30$0
Value of net income/loss2014-06-30$4,647,026
Value of net assets at end of year (total assets less liabilities)2014-06-30$34,990,089
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$30,343,063
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
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 year2014-06-30$0
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2014-06-30$0
Investment advisory and management fees2014-06-30$5,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-06-30$15,047,478
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$27,656,316
Value of interest in pooled separate accounts at end of year2014-06-30$17,842,611
Value of interest in pooled separate accounts at beginning of year2014-06-30$586,745
Income. Interest from loans (other than to participants)2014-06-30$0
Interest earned on other investments2014-06-30$0
Income. Interest from US Government securities2014-06-30$0
Income. Interest from corporate debt instruments2014-06-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-06-30$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-06-30$0
Expenses. Payments to insurance carriers foe the provision of benefits2014-06-30$0
Asset value of US Government securities at beginning of year2014-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-06-30$2,724,831
Net investment gain/loss from pooled separate accounts2014-06-30$1,505,817
Net investment gain or loss from common/collective trusts2014-06-30$0
Net gain/loss from 103.12 investment entities2014-06-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30Yes
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Contributions received in cash from employer2014-06-30$2,100,000
Employer contributions (assets) at end of year2014-06-30$2,100,000
Employer contributions (assets) at beginning of year2014-06-30$2,100,002
Income. Dividends from preferred stock2014-06-30$0
Income. Dividends from common stock2014-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$1,915,934
Asset. Corporate debt instrument debt (other) at beginning of year2014-06-30$0
Contract administrator fees2014-06-30$164,887
Assets. Corporate common stocks other than exployer securities at beginning of year2014-06-30$0
Liabilities. Value of benefit claims payable at beginning of year2014-06-30$0
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Aggregate proceeds on sale of assets2014-06-30$0
Aggregate carrying amount (costs) on sale of assets2014-06-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2014-06-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30Yes
Opinion of an independent qualified public accountant for this plan2014-06-30Disclaimer
Accountancy firm name2014-06-30MCGLADREY
Accountancy firm EIN2014-06-30420714325
2013 : PENSION PLAN FOR EMPLOYEES OF THE CHILDREN'S HOME SOCIETY OF FLORIDA 2013 401k financial data
Unrealized appreciation/depreciation of real estate assets2013-06-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2013-06-30$1,623,019
Total unrealized appreciation/depreciation of assets2013-06-30$1,623,019
Total transfer of assets to this plan2013-06-30$0
Total transfer of assets from this plan2013-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Expenses. Interest paid2013-06-30$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022013-06-30$0
Total income from all sources (including contributions)2013-06-30$6,299,255
Total loss/gain on sale of assets2013-06-30$0
Total of all expenses incurred2013-06-30$3,399,615
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$3,172,675
Value of total corrective distributions2013-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$3,785,536
Value of total assets at end of year2013-06-30$30,343,063
Value of total assets at beginning of year2013-06-30$27,443,423
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$226,940
Total income from rents2013-06-30$0
Total interest from all sources2013-06-30$278,741
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$421,289
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2013-06-30$184,741
Administrative expenses professional fees incurred2013-06-30$80,357
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$5,000,000
If this is an individual account plan, was there a blackout period2013-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-06-30$0
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Amount of non-exempt transactions with any party-in-interest2013-06-30$0
Contributions received from participants2013-06-30$0
Participant contributions at end of year2013-06-30$0
Participant contributions at beginning of year2013-06-30$0
Assets. Other investments not covered elsewhere at end of year2013-06-30$0
Assets. Other investments not covered elsewhere at beginning of year2013-06-30$1,305,408
Income. Received or receivable in cash from other sources (including rollovers)2013-06-30$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-06-30$164,416
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-06-30$0
Other income not declared elsewhere2013-06-30$-45,587
Administrative expenses (other) incurred2013-06-30$0
Liabilities. Value of operating payables at beginning of year2013-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Income. Non cash contributions2013-06-30$0
Value of net income/loss2013-06-30$2,899,640
Value of net assets at end of year (total assets less liabilities)2013-06-30$30,343,063
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$27,443,423
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
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 year2013-06-30$0
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2013-06-30$0
Investment advisory and management fees2013-06-30$8,633
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-06-30$27,656,316
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-06-30$0
Value of interest in pooled separate accounts at end of year2013-06-30$586,745
Value of interest in pooled separate accounts at beginning of year2013-06-30$0
Income. Interest from loans (other than to participants)2013-06-30$0
Interest earned on other investments2013-06-30$45,213
Income. Interest from US Government securities2013-06-30$1,755
Income. Interest from corporate debt instruments2013-06-30$231,577
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-06-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-06-30$3,415,624
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-06-30$3,415,624
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-06-30$196
Expenses. Payments to insurance carriers foe the provision of benefits2013-06-30$0
Asset value of US Government securities at end of year2013-06-30$0
Asset value of US Government securities at beginning of year2013-06-30$530,946
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-06-30$245,625
Net investment gain/loss from pooled separate accounts2013-06-30$-9,368
Net investment gain or loss from common/collective trusts2013-06-30$0
Net gain/loss from 103.12 investment entities2013-06-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30Yes
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$3,785,536
Employer contributions (assets) at end of year2013-06-30$2,100,002
Employer contributions (assets) at beginning of year2013-06-30$254,004
Income. Dividends from preferred stock2013-06-30$0
Income. Dividends from common stock2013-06-30$236,548
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$3,172,675
Asset. Corporate debt instrument debt (other) at end of year2013-06-30$0
Asset. Corporate debt instrument debt (other) at beginning of year2013-06-30$8,207,248
Contract administrator fees2013-06-30$137,950
Assets. Corporate common stocks other than exployer securities at end of year2013-06-30$0
Assets. Corporate common stocks other than exployer securities at beginning of year2013-06-30$13,565,777
Liabilities. Value of benefit claims payable at beginning of year2013-06-30$0
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Aggregate proceeds on sale of assets2013-06-30$0
Aggregate carrying amount (costs) on sale of assets2013-06-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2013-06-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30Yes
Opinion of an independent qualified public accountant for this plan2013-06-30Disclaimer
Accountancy firm name2013-06-30MCGLADREY
Accountancy firm EIN2013-06-30420714325
2012 : PENSION PLAN FOR EMPLOYEES OF THE CHILDREN'S HOME SOCIETY OF FLORIDA 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-06-30$49,664
Total unrealized appreciation/depreciation of assets2012-06-30$49,664
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total income from all sources (including contributions)2012-06-30$3,253,326
Total loss/gain on sale of assets2012-06-30$385,872
Total of all expenses incurred2012-06-30$984,604
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$710,862
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$2,036,573
Value of total assets at end of year2012-06-30$27,443,423
Value of total assets at beginning of year2012-06-30$25,174,701
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$273,742
Total interest from all sources2012-06-30$475,352
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$305,865
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2012-06-30$0
Administrative expenses professional fees incurred2012-06-30$127,808
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$1,000,000
If this is an individual account plan, was there a blackout period2012-06-30No
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Assets. Other investments not covered elsewhere at end of year2012-06-30$1,305,408
Assets. Other investments not covered elsewhere at beginning of year2012-06-30$1,094,480
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-06-30$164,416
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-06-30$162,402
Administrative expenses (other) incurred2012-06-30$17,474
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$2,268,722
Value of net assets at end of year (total assets less liabilities)2012-06-30$27,443,423
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$25,174,701
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Investment advisory and management fees2012-06-30$128,460
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-06-30$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-06-30$0
Interest earned on other investments2012-06-30$67,096
Income. Interest from US Government securities2012-06-30$1,842
Income. Interest from corporate debt instruments2012-06-30$406,229
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-06-30$3,415,624
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-06-30$1,826,365
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-06-30$1,826,365
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-06-30$185
Asset value of US Government securities at end of year2012-06-30$530,946
Asset value of US Government securities at beginning of year2012-06-30$468,474
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30Yes
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$2,036,573
Employer contributions (assets) at end of year2012-06-30$254,004
Employer contributions (assets) at beginning of year2012-06-30$542,416
Income. Dividends from common stock2012-06-30$305,865
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$710,862
Asset. Corporate debt instrument debt (other) at end of year2012-06-30$8,207,248
Asset. Corporate debt instrument debt (other) at beginning of year2012-06-30$6,762,483
Assets. Corporate common stocks other than exployer securities at end of year2012-06-30$13,565,777
Assets. Corporate common stocks other than exployer securities at beginning of year2012-06-30$14,318,081
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Aggregate proceeds on sale of assets2012-06-30$9,471,897
Aggregate carrying amount (costs) on sale of assets2012-06-30$9,086,025
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30Yes
Opinion of an independent qualified public accountant for this plan2012-06-30Disclaimer
Accountancy firm name2012-06-30MCGLADREY LLP
Accountancy firm EIN2012-06-30420714325
2011 : PENSION PLAN FOR EMPLOYEES OF THE CHILDREN'S HOME SOCIETY OF FLORIDA 2011 401k financial data
Unrealized appreciation/depreciation of real estate assets2011-06-30$2,305,557
Total unrealized appreciation/depreciation of assets2011-06-30$2,305,557
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total income from all sources (including contributions)2011-06-30$5,764,409
Total loss/gain on sale of assets2011-06-30$925,347
Total of all expenses incurred2011-06-30$1,108,604
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$802,912
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$1,774,502
Value of total assets at end of year2011-06-30$25,174,701
Value of total assets at beginning of year2011-06-30$20,518,896
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$305,692
Total interest from all sources2011-06-30$474,841
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$284,162
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Administrative expenses professional fees incurred2011-06-30$132,466
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$1,000,000
If this is an individual account plan, was there a blackout period2011-06-30No
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Assets. Other investments not covered elsewhere at end of year2011-06-30$1,094,480
Assets. Other investments not covered elsewhere at beginning of year2011-06-30$539,657
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-06-30$162,402
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-06-30$140,072
Administrative expenses (other) incurred2011-06-30$45,684
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$4,655,805
Value of net assets at end of year (total assets less liabilities)2011-06-30$25,174,701
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$20,518,896
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Investment advisory and management fees2011-06-30$127,542
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-06-30$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-06-30$0
Interest earned on other investments2011-06-30$40,000
Income. Interest from US Government securities2011-06-30$18,604
Income. Interest from corporate debt instruments2011-06-30$416,101
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-06-30$1,826,365
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-06-30$1,251,917
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-06-30$1,251,917
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-06-30$136
Asset value of US Government securities at end of year2011-06-30$468,474
Asset value of US Government securities at beginning of year2011-06-30$467,616
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30No
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$1,774,502
Employer contributions (assets) at end of year2011-06-30$542,416
Employer contributions (assets) at beginning of year2011-06-30$381,215
Income. Dividends from preferred stock2011-06-30$284,162
Income. Dividends from common stock2011-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$802,912
Asset. Corporate debt instrument debt (other) at end of year2011-06-30$6,762,483
Asset. Corporate debt instrument debt (other) at beginning of year2011-06-30$6,871,599
Assets. Corporate common stocks other than exployer securities at end of year2011-06-30$14,318,081
Assets. Corporate common stocks other than exployer securities at beginning of year2011-06-30$10,866,820
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Aggregate proceeds on sale of assets2011-06-30$8,594,872
Aggregate carrying amount (costs) on sale of assets2011-06-30$7,669,525
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30Yes
Opinion of an independent qualified public accountant for this plan2011-06-30Disclaimer
Accountancy firm name2011-06-30MCGLADREY & PULLEN, LLP
Accountancy firm EIN2011-06-30420714325

Form 5500 Responses for PENSION PLAN FOR EMPLOYEES OF THE CHILDREN'S HOME SOCIETY OF FLORIDA

2022: PENSION PLAN FOR EMPLOYEES OF THE CHILDREN'S HOME SOCIETY OF FLORIDA 2022 form 5500 responses
2022-07-01Type of plan entitySingle employer plan
2022-07-01Submission has been amendedNo
2022-07-01This submission is the final filingYes
2022-07-01This return/report is a short plan year return/report (less than 12 months)Yes
2022-07-01Plan is a collectively bargained planNo
2022-07-01Plan funding arrangement – TrustYes
2022-07-01Plan benefit arrangement – InsuranceYes
2022-07-01Plan benefit arrangement - TrustYes
2021: PENSION PLAN FOR EMPLOYEES OF THE CHILDREN'S HOME SOCIETY OF FLORIDA 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Submission has been amendedNo
2021-07-01This submission is the final filingNo
2021-07-01This return/report is a short plan year return/report (less than 12 months)No
2021-07-01Plan is a collectively bargained planNo
2021-07-01Plan funding arrangement – InsuranceYes
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement – InsuranceYes
2021-07-01Plan benefit arrangement - TrustYes
2020: PENSION PLAN FOR EMPLOYEES OF THE CHILDREN'S HOME SOCIETY OF FLORIDA 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Submission has been amendedNo
2020-07-01This submission is the final filingNo
2020-07-01This return/report is a short plan year return/report (less than 12 months)No
2020-07-01Plan is a collectively bargained planNo
2020-07-01Plan funding arrangement – InsuranceYes
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement – InsuranceYes
2020-07-01Plan benefit arrangement - TrustYes
2019: PENSION PLAN FOR EMPLOYEES OF THE CHILDREN'S HOME SOCIETY OF FLORIDA 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Submission has been amendedNo
2019-07-01This submission is the final filingNo
2019-07-01This return/report is a short plan year return/report (less than 12 months)No
2019-07-01Plan is a collectively bargained planNo
2019-07-01Plan funding arrangement – InsuranceYes
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement – InsuranceYes
2019-07-01Plan benefit arrangement - TrustYes
2018: PENSION PLAN FOR EMPLOYEES OF THE CHILDREN'S HOME SOCIETY OF FLORIDA 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Submission has been amendedNo
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planNo
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement – InsuranceYes
2018-07-01Plan benefit arrangement - TrustYes
2017: PENSION PLAN FOR EMPLOYEES OF THE CHILDREN'S HOME SOCIETY OF FLORIDA 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Submission has been amendedNo
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planNo
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement – InsuranceYes
2017-07-01Plan benefit arrangement - TrustYes
2016: PENSION PLAN FOR EMPLOYEES OF THE CHILDREN'S HOME SOCIETY OF FLORIDA 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement – InsuranceYes
2016-07-01Plan benefit arrangement - TrustYes
2015: PENSION PLAN FOR EMPLOYEES OF THE CHILDREN'S HOME SOCIETY OF FLORIDA 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement – InsuranceYes
2015-07-01Plan benefit arrangement - TrustYes
2014: PENSION PLAN FOR EMPLOYEES OF THE CHILDREN'S HOME SOCIETY OF FLORIDA 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement – InsuranceYes
2014-07-01Plan benefit arrangement - TrustYes
2013: PENSION PLAN FOR EMPLOYEES OF THE CHILDREN'S HOME SOCIETY OF FLORIDA 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement – InsuranceYes
2013-07-01Plan benefit arrangement - TrustYes
2012: PENSION PLAN FOR EMPLOYEES OF THE CHILDREN'S HOME SOCIETY OF FLORIDA 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement – InsuranceYes
2012-07-01Plan benefit arrangement - TrustYes
2011: PENSION PLAN FOR EMPLOYEES OF THE CHILDREN'S HOME SOCIETY OF FLORIDA 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement - TrustYes
2009: PENSION PLAN FOR EMPLOYEES OF THE CHILDREN'S HOME SOCIETY OF FLORIDA 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedNo
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSA 13168
Policy instance 1
Insurance contract or identification numberSA 13168
Number of Individuals Covered0
Insurance policy start date2021-07-01
Insurance policy end date2021-08-05
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSA 13168
Policy instance 1
Insurance contract or identification numberSA 13168
Number of Individuals Covered855
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSA 13168
Policy instance 1
Insurance contract or identification numberSA 13168
Number of Individuals Covered902
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSA 13168
Policy instance 1
Insurance contract or identification numberSA 13168
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSA 13168
Policy instance 1
Insurance contract or identification numberSA 13168
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No

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