THE ARC OF SHELBY COUNTY has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan THE ARC OF SHELBY COUNTY 403(B) PLAN
| Measure | Date | Value |
|---|
| 2022: THE ARC OF SHELBY COUNTY 403(B) PLAN 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-01-01 | 79 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 73 |
| Number of retired or separated participants receiving benefits | 2022-01-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 27 |
| Total of all active and inactive participants | 2022-01-01 | 101 |
| Total participants | 2022-01-01 | 101 |
| Number of participants with account balances | 2022-01-01 | 91 |
| 2021: THE ARC OF SHELBY COUNTY 403(B) PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 79 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 82 |
| Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 12 |
| Total of all active and inactive participants | 2021-01-01 | 94 |
| Total participants | 2021-01-01 | 94 |
| Number of participants with account balances | 2021-01-01 | 77 |
| 2020: THE ARC OF SHELBY COUNTY 403(B) PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 57 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 71 |
| Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 8 |
| Total of all active and inactive participants | 2020-01-01 | 79 |
| Total participants | 2020-01-01 | 79 |
| Number of participants with account balances | 2020-01-01 | 73 |
| 2019: THE ARC OF SHELBY COUNTY 403(B) PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 44 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 57 |
| Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 7 |
| Total of all active and inactive participants | 2019-01-01 | 64 |
| Total participants | 2019-01-01 | 64 |
| Number of participants with account balances | 2019-01-01 | 62 |
| 2018: THE ARC OF SHELBY COUNTY 403(B) PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 41 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 36 |
| Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 8 |
| Total of all active and inactive participants | 2018-01-01 | 44 |
| Total participants | 2018-01-01 | 44 |
| Number of participants with account balances | 2018-01-01 | 37 |
| 2017: THE ARC OF SHELBY COUNTY 403(B) PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 35 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 33 |
| Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 8 |
| Total of all active and inactive participants | 2017-01-01 | 41 |
| Total participants | 2017-01-01 | 41 |
| Number of participants with account balances | 2017-01-01 | 35 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 2 |
| 2016: THE ARC OF SHELBY COUNTY 403(B) PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 26 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 25 |
| Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 10 |
| Total of all active and inactive participants | 2016-01-01 | 35 |
| Total participants | 2016-01-01 | 35 |
| Number of participants with account balances | 2016-01-01 | 30 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 2 |
| 2015: THE ARC OF SHELBY COUNTY 403(B) PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 24 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 21 |
| Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 5 |
| Total of all active and inactive participants | 2015-01-01 | 26 |
| Total participants | 2015-01-01 | 26 |
| Number of participants with account balances | 2015-01-01 | 21 |
| 2014: THE ARC OF SHELBY COUNTY 403(B) PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 25 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 21 |
| Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 3 |
| Total of all active and inactive participants | 2014-01-01 | 24 |
| Total participants | 2014-01-01 | 24 |
| Number of participants with account balances | 2014-01-01 | 24 |
| 2013: THE ARC OF SHELBY COUNTY 403(B) PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 19 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 24 |
| Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 1 |
| Total of all active and inactive participants | 2013-01-01 | 25 |
| Total participants | 2013-01-01 | 25 |
| Number of participants with account balances | 2013-01-01 | 25 |
| 2012: THE ARC OF SHELBY COUNTY 403(B) PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 16 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 19 |
| Total of all active and inactive participants | 2012-01-01 | 19 |
| Total participants | 2012-01-01 | 19 |
| Number of participants with account balances | 2012-01-01 | 19 |
| 2011: THE ARC OF SHELBY COUNTY 403(B) PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 16 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 16 |
| Total of all active and inactive participants | 2011-01-01 | 16 |
| Total participants | 2011-01-01 | 16 |
| Number of participants with account balances | 2011-01-01 | 16 |
| 2010: THE ARC OF SHELBY COUNTY 403(B) PLAN 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-01-01 | 18 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 18 |
| Total of all active and inactive participants | 2010-01-01 | 18 |
| Total participants | 2010-01-01 | 18 |
| Number of participants with account balances | 2010-01-01 | 16 |
| 2009: THE ARC OF SHELBY COUNTY 403(B) PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 15 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 18 |
| Total of all active and inactive participants | 2009-01-01 | 18 |
| Total participants | 2009-01-01 | 18 |
| Number of participants with account balances | 2009-01-01 | 18 |
| Measure | Date | Value |
|---|
| 2022 : THE ARC OF SHELBY COUNTY 403(B) PLAN 2022 401k financial data |
|---|
| Total income from all sources | 2022-12-31 | $-20,850 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $78,994 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $78,675 |
| Total plan assets at end of year | 2022-12-31 | $1,093,924 |
| Total plan assets at beginning of year | 2022-12-31 | $1,193,768 |
| Total contributions received or receivable from participants | 2022-12-31 | $69,059 |
| Other income received | 2022-12-31 | $-162,055 |
| Net income (gross income less expenses) | 2022-12-31 | $-99,844 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $1,093,924 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $1,193,768 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $72,146 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $319 |
| 2021 : THE ARC OF SHELBY COUNTY 403(B) PLAN 2021 401k financial data |
|---|
| Total income from all sources | 2021-12-31 | $280,792 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $229,526 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $227,317 |
| Total plan assets at end of year | 2021-12-31 | $1,193,768 |
| Total plan assets at beginning of year | 2021-12-31 | $1,142,502 |
| Total contributions received or receivable from participants | 2021-12-31 | $53,502 |
| Other income received | 2021-12-31 | $138,061 |
| Net income (gross income less expenses) | 2021-12-31 | $51,266 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $1,193,768 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $1,142,502 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $89,229 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $2,209 |
| 2020 : THE ARC OF SHELBY COUNTY 403(B) PLAN 2020 401k financial data |
|---|
| Total income from all sources | 2020-12-31 | $273,908 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $41,926 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $39,999 |
| Total plan assets at end of year | 2020-12-31 | $1,142,502 |
| Total plan assets at beginning of year | 2020-12-31 | $910,520 |
| Total contributions received or receivable from participants | 2020-12-31 | $60,944 |
| Other income received | 2020-12-31 | $113,765 |
| Net income (gross income less expenses) | 2020-12-31 | $231,982 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $1,142,502 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $910,520 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $99,199 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $1,927 |
| 2019 : THE ARC OF SHELBY COUNTY 403(B) PLAN 2019 401k financial data |
|---|
| Total income from all sources | 2019-12-31 | $310,163 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $20,931 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $19,206 |
| Total plan assets at end of year | 2019-12-31 | $910,520 |
| Total plan assets at beginning of year | 2019-12-31 | $621,288 |
| Total contributions received or receivable from participants | 2019-12-31 | $120,963 |
| Other income received | 2019-12-31 | $118,013 |
| Net income (gross income less expenses) | 2019-12-31 | $289,232 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $910,520 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $621,288 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $71,187 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $1,725 |
| 2018 : THE ARC OF SHELBY COUNTY 403(B) PLAN 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $58,072 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $7,939 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $6,502 |
| Total plan assets at end of year | 2018-12-31 | $621,288 |
| Total plan assets at beginning of year | 2018-12-31 | $571,155 |
| Total contributions received or receivable from participants | 2018-12-31 | $35,232 |
| Other income received | 2018-12-31 | $-38,248 |
| Net income (gross income less expenses) | 2018-12-31 | $50,133 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $621,288 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $571,155 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $61,088 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $1,437 |
| 2017 : THE ARC OF SHELBY COUNTY 403(B) PLAN 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $140,941 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $1,702 |
| Total plan assets at end of year | 2017-12-31 | $571,155 |
| Total plan assets at beginning of year | 2017-12-31 | $431,916 |
| Total contributions received or receivable from participants | 2017-12-31 | $29,814 |
| Other income received | 2017-12-31 | $54,840 |
| Net income (gross income less expenses) | 2017-12-31 | $139,239 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $571,155 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $431,916 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $56,287 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $1,702 |
| 2016 : THE ARC OF SHELBY COUNTY 403(B) PLAN 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $101,089 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $26,790 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $25,316 |
| Total plan assets at end of year | 2016-12-31 | $431,916 |
| Total plan assets at beginning of year | 2016-12-31 | $357,617 |
| Total contributions received or receivable from participants | 2016-12-31 | $23,427 |
| Other income received | 2016-12-31 | $29,019 |
| Net income (gross income less expenses) | 2016-12-31 | $74,299 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $431,916 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $357,617 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $48,643 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $1,474 |
| 2015 : THE ARC OF SHELBY COUNTY 403(B) PLAN 2015 401k financial data |
|---|
| Transfers to/from the plan | 2015-12-31 | $0 |
| Total income from all sources | 2015-12-31 | $48,848 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $97,262 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $95,706 |
| Total plan assets at end of year | 2015-12-31 | $357,617 |
| Total plan assets at beginning of year | 2015-12-31 | $406,031 |
| Total contributions received or receivable from participants | 2015-12-31 | $16,189 |
| Other income received | 2015-12-31 | $-3,636 |
| Net income (gross income less expenses) | 2015-12-31 | $-48,414 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $357,617 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $406,031 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $36,295 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $1,556 |
| 2014 : THE ARC OF SHELBY COUNTY 403(B) PLAN 2014 401k financial data |
|---|
| Transfers to/from the plan | 2014-12-31 | $-11,898 |
| Total income from all sources | 2014-12-31 | $77,811 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $20,538 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $18,403 |
| Total plan assets at end of year | 2014-12-31 | $406,031 |
| Total plan assets at beginning of year | 2014-12-31 | $360,656 |
| Total contributions received or receivable from participants | 2014-12-31 | $17,029 |
| Other income received | 2014-12-31 | $23,141 |
| Net income (gross income less expenses) | 2014-12-31 | $57,273 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $406,031 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $360,656 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $37,641 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $2,135 |
| 2013 : THE ARC OF SHELBY COUNTY 403(B) PLAN 2013 401k financial data |
|---|
| Transfers to/from the plan | 2013-12-31 | $77,954 |
| Total income from all sources | 2013-12-31 | $83,738 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $7,626 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $5,883 |
| Total plan assets at end of year | 2013-12-31 | $360,656 |
| Total plan assets at beginning of year | 2013-12-31 | $206,590 |
| Total contributions received or receivable from participants | 2013-12-31 | $16,634 |
| Other income received | 2013-12-31 | $39,320 |
| Net income (gross income less expenses) | 2013-12-31 | $76,112 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $360,656 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $206,590 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $27,784 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $1,743 |
| 2012 : THE ARC OF SHELBY COUNTY 403(B) PLAN 2012 401k financial data |
|---|
| Transfers to/from the plan | 2012-12-31 | $0 |
| Total income from all sources | 2012-12-31 | $67,549 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $31,375 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $26,500 |
| Total plan assets at end of year | 2012-12-31 | $206,590 |
| Total plan assets at beginning of year | 2012-12-31 | $170,416 |
| Total contributions received or receivable from participants | 2012-12-31 | $17,405 |
| Other income received | 2012-12-31 | $18,436 |
| Net income (gross income less expenses) | 2012-12-31 | $36,174 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $206,590 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $170,416 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $31,708 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $4,875 |
| 2011 : THE ARC OF SHELBY COUNTY 403(B) PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $20,715 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $17,899 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $17,500 |
| Total plan assets at end of year | 2011-12-31 | $170,416 |
| Total plan assets at beginning of year | 2011-12-31 | $167,600 |
| Total contributions received or receivable from participants | 2011-12-31 | $11,752 |
| Other income received | 2011-12-31 | $-10,137 |
| Net income (gross income less expenses) | 2011-12-31 | $2,816 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $170,416 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $167,600 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $19,100 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $399 |
| 2010 : THE ARC OF SHELBY COUNTY 403(B) PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $48,959 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $3,618 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $3,031 |
| Total plan assets at end of year | 2010-12-31 | $167,600 |
| Total plan assets at beginning of year | 2010-12-31 | $122,259 |
| Total contributions received or receivable from participants | 2010-12-31 | $34,288 |
| Other income received | 2010-12-31 | $14,671 |
| Net income (gross income less expenses) | 2010-12-31 | $45,341 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $167,600 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $122,259 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $587 |
| 2022: THE ARC OF SHELBY COUNTY 403(B) PLAN 2022 form 5500 responses |
|---|
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | Submission has been amended | Yes |
| 2022-01-01 | This submission is the final filing | No |
| 2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2022-01-01 | Plan is a collectively bargained plan | No |
| 2022-01-01 | Plan funding arrangement – Insurance | Yes |
| 2022-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2021: THE ARC OF SHELBY COUNTY 403(B) PLAN 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | Plan funding arrangement – Insurance | Yes |
| 2021-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2020: THE ARC OF SHELBY COUNTY 403(B) PLAN 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | Plan funding arrangement – Insurance | Yes |
| 2020-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2019: THE ARC OF SHELBY COUNTY 403(B) PLAN 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Plan funding arrangement – Insurance | Yes |
| 2019-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2018: THE ARC OF SHELBY COUNTY 403(B) PLAN 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Plan funding arrangement – Insurance | Yes |
| 2018-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2017: THE ARC OF SHELBY COUNTY 403(B) PLAN 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Plan funding arrangement – Insurance | Yes |
| 2017-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2016: THE ARC OF SHELBY COUNTY 403(B) PLAN 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Plan funding arrangement – Insurance | Yes |
| 2016-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2015: THE ARC OF SHELBY COUNTY 403(B) PLAN 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Plan funding arrangement – Insurance | Yes |
| 2015-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2014: THE ARC OF SHELBY COUNTY 403(B) PLAN 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Plan funding arrangement – Insurance | Yes |
| 2014-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2013: THE ARC OF SHELBY COUNTY 403(B) PLAN 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Plan funding arrangement – Insurance | Yes |
| 2013-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2012: THE ARC OF SHELBY COUNTY 403(B) PLAN 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Plan funding arrangement – Insurance | Yes |
| 2012-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2011: THE ARC OF SHELBY COUNTY 403(B) PLAN 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Plan funding arrangement – Insurance | Yes |
| 2011-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2010: THE ARC OF SHELBY COUNTY 403(B) PLAN 2010 form 5500 responses |
|---|
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Plan funding arrangement – Insurance | Yes |
| 2010-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2009: THE ARC OF SHELBY COUNTY 403(B) PLAN 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | Plan funding arrangement – Insurance | Yes |
| 2009-01-01 | Plan benefit arrangement – Insurance | Yes |
| MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 ) |
| Policy contract number | 058680-H |
| Policy instance | 2 |
| Insurance contract or identification number | 058680-H | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Insurance broker organization code? | 3 |
|
| AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 ) |
| Policy contract number | 806143-0000 |
| Policy instance | 1 |
| Insurance contract or identification number | 806143-0000 | | Number of Individuals Covered | 5 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 ) |
| Policy contract number | 058680-H |
| Policy instance | 2 |
| Insurance contract or identification number | 058680-H | | Number of Individuals Covered | 82 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2021-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $274 | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Insurance broker organization code? | 3 |
|
| AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 ) |
| Policy contract number | 806143-0000 |
| Policy instance | 1 |
| Insurance contract or identification number | 806143-0000 | | Number of Individuals Covered | 5 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2021-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $1,935 | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 ) |
| Policy contract number | 806143-0000 |
| Policy instance | 1 |
| Insurance contract or identification number | 806143-0000 | | Number of Individuals Covered | 5 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 ) |
| Policy contract number | 058680-H |
| Policy instance | 2 |
| Insurance contract or identification number | 058680-H | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Insurance broker organization code? | 3 |
|
| MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 ) |
| Policy contract number | 058680-H |
| Policy instance | 2 |
| Insurance contract or identification number | 058680-H | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Insurance broker organization code? | 3 |
|
| AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 ) |
| Policy contract number | 806143-0000 |
| Policy instance | 1 |
| Insurance contract or identification number | 806143-0000 | | Number of Individuals Covered | 5 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 ) |
| Policy contract number | 058680-H |
| Policy instance | 2 |
| Insurance contract or identification number | 058680-H | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $90 | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 90 | | Additional information about fees paid to insurance broker | PORTION OF INCENTIVE COMP. PROGRAM | | Insurance broker organization code? | 3 |
|
| AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 ) |
| Policy contract number | 806143-0000 |
| Policy instance | 1 |
| Insurance contract or identification number | 806143-0000 | | Number of Individuals Covered | 5 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 ) |
| Policy contract number | 058680-H |
| Policy instance | 2 |
| Insurance contract or identification number | 058680-H | | Number of Individuals Covered | 36 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $83 | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 83 | | Additional information about fees paid to insurance broker | PORTION OF INCENTIVE COMP. PROGRAM | | Insurance broker organization code? | 3 | | Insurance broker name | NASHVILLE REGIONAL OFFICE |
|
| AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 ) |
| Policy contract number | 806143-0000 |
| Policy instance | 1 |
| Insurance contract or identification number | 806143-0000 | | Number of Individuals Covered | 5 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 ) |
| Policy contract number | 058680-H |
| Policy instance | 2 |
| Insurance contract or identification number | 058680-H | | Number of Individuals Covered | 21 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $7 | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 7 | | Additional information about fees paid to insurance broker | PORTION OF INCENTIVE COMP. PROGRAM | | Insurance broker organization code? | 3 | | Insurance broker name | NASHVILLE REGIONAL OFFICE |
|
| AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 ) |
| Policy contract number | 806143-0000 |
| Policy instance | 1 |
| Insurance contract or identification number | 806143-0000 | | Number of Individuals Covered | 5 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 ) |
| Policy contract number | 806143-0000 |
| Policy instance | 1 |
| Insurance contract or identification number | 806143-0000 | | Number of Individuals Covered | 6 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 ) |
| Policy contract number | 058680-H |
| Policy instance | 2 |
| Insurance contract or identification number | 058680-H | | Number of Individuals Covered | 18 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $197 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 197 | | Additional information about fees paid to insurance broker | PORTION OF INCENTIVE COMP. PROGRAM | | Insurance broker organization code? | 3 | | Insurance broker name | NASHVILLE REGIONAL OFFICE |
|
| MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 ) |
| Policy contract number | 058680-H |
| Policy instance | 2 |
| Insurance contract or identification number | 058680-H | | Number of Individuals Covered | 18 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $235 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 235 | | Additional information about fees paid to insurance broker | PORTION OF INCENTIVE COMP PROGRAM. | | Insurance broker organization code? | 3 | | Insurance broker name | NASHVILLE REGIONAL OFFICE |
|
| AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 ) |
| Policy contract number | 806143-0000 |
| Policy instance | 1 |
| Insurance contract or identification number | 806143-0000 | | Number of Individuals Covered | 7 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 ) |
| Policy contract number | 058680-H |
| Policy instance | 2 |
| Insurance contract or identification number | 058680-H | | Number of Individuals Covered | 12 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 ) |
| Policy contract number | 806143-0000 |
| Policy instance | 1 |
| Insurance contract or identification number | 806143-0000 | | Number of Individuals Covered | 7 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Total amount of commissions paid to insurance broker | USD $49 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $39 | | Insurance broker organization code? | 3 | | Insurance broker name | C. BROOM, JR. |
|
| AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 ) |
| Policy contract number | 806143-0000 |
| Policy instance | 1 |
| Insurance contract or identification number | 806143-0000 | | Number of Individuals Covered | 16 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Total amount of commissions paid to insurance broker | USD $374 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 ) |
| Policy contract number | 806143-0000 |
| Policy instance | 1 |
| Insurance contract or identification number | 806143-0000 | | Number of Individuals Covered | 16 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $438 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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