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EARLY LEARNING COALITION OF MIAMI DADE-MONROE RETIREMENT PLAN & TRUST 401k Plan overview

Plan NameEARLY LEARNING COALITION OF MIAMI DADE-MONROE RETIREMENT PLAN & TRUST
Plan identification number 001

EARLY LEARNING COALITION OF MIAMI DADE-MONROE RETIREMENT PLAN & TRUST Benefits

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

401k Sponsoring company profile

EARLY LEARNING COALITION OF MIAMI-DADE/MONROE has sponsored the creation of one or more 401k plans.

Company Name:EARLY LEARNING COALITION OF MIAMI-DADE/MONROE
Employer identification number (EIN):651122406
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EARLY LEARNING COALITION OF MIAMI DADE-MONROE RETIREMENT PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-01-01JACQUELINE DOMINGUEZ2022-10-11
0012020-01-01JACKYE RUSSELL2021-10-14 JACKYE RUSSELL2021-10-14
0012019-01-01JACKYE RUSSELL2020-10-09 JACKYE RUSSELL2020-10-09
0012018-01-01PATRICIA TURNER2019-09-24 PATRICIA TURNER2019-09-24
0012017-01-01MARC SCHOEN
0012016-01-01TRISH TURNER
0012015-01-01MARC SCHOEN
0012014-01-01MARC SCHOEN
0012013-01-01MARC SCHOEN2014-10-15
0012012-01-01TRISH ALONSO2013-10-15
0012011-01-01TRISH ALONSO
0012010-01-01TRISH ALONSO
0012009-01-01TRISH ALONSO
0012007-01-01TRISH ALONSO TRISH ALONSO2010-05-11

Plan Statistics for EARLY LEARNING COALITION OF MIAMI DADE-MONROE RETIREMENT PLAN & TRUST

401k plan membership statisitcs for EARLY LEARNING COALITION OF MIAMI DADE-MONROE RETIREMENT PLAN & TRUST

Measure Date Value
2021: EARLY LEARNING COALITION OF MIAMI DADE-MONROE RETIREMENT PLAN & TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-01393
Total number of active participants reported on line 7a of the Form 55002021-01-01283
Number of retired or separated participants receiving benefits2021-01-013
Number of other retired or separated participants entitled to future benefits2021-01-0142
Total of all active and inactive participants2021-01-01328
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01328
Number of participants with account balances2021-01-01252
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-013
2020: EARLY LEARNING COALITION OF MIAMI DADE-MONROE RETIREMENT PLAN & TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-01398
Total number of active participants reported on line 7a of the Form 55002020-01-01324
Number of retired or separated participants receiving benefits2020-01-012
Number of other retired or separated participants entitled to future benefits2020-01-0165
Total of all active and inactive participants2020-01-01391
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01391
Number of participants with account balances2020-01-01298
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-017
2019: EARLY LEARNING COALITION OF MIAMI DADE-MONROE RETIREMENT PLAN & TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-01401
Total number of active participants reported on line 7a of the Form 55002019-01-01321
Number of retired or separated participants receiving benefits2019-01-012
Number of other retired or separated participants entitled to future benefits2019-01-0171
Total of all active and inactive participants2019-01-01394
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01394
Number of participants with account balances2019-01-01301
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-018
2018: EARLY LEARNING COALITION OF MIAMI DADE-MONROE RETIREMENT PLAN & TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-01297
Total number of active participants reported on line 7a of the Form 55002018-01-01308
Number of retired or separated participants receiving benefits2018-01-015
Number of other retired or separated participants entitled to future benefits2018-01-0157
Total of all active and inactive participants2018-01-01370
Total participants2018-01-01370
Number of participants with account balances2018-01-01279
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-018
2017: EARLY LEARNING COALITION OF MIAMI DADE-MONROE RETIREMENT PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-01267
Total number of active participants reported on line 7a of the Form 55002017-01-01258
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-01258
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01258
Number of participants with account balances2017-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: EARLY LEARNING COALITION OF MIAMI DADE-MONROE RETIREMENT PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-01146
Total number of active participants reported on line 7a of the Form 55002016-01-01137
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-01137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01137
Number of participants with account balances2016-01-01137
2015: EARLY LEARNING COALITION OF MIAMI DADE-MONROE RETIREMENT PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-01113
Total number of active participants reported on line 7a of the Form 55002015-01-01146
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-01146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01146
Number of participants with account balances2015-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: EARLY LEARNING COALITION OF MIAMI DADE-MONROE RETIREMENT PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-0147
Total number of active participants reported on line 7a of the Form 55002014-01-0181
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-0181
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0181
Number of participants with account balances2014-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-012
2011: EARLY LEARNING COALITION OF MIAMI DADE-MONROE RETIREMENT PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-0160
Total number of active participants reported on line 7a of the Form 55002011-01-0154
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-0154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0154
Number of participants with account balances2011-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: EARLY LEARNING COALITION OF MIAMI DADE-MONROE RETIREMENT PLAN & TRUST 2010 401k membership
Total participants, beginning-of-year2010-01-0165
Total number of active participants reported on line 7a of the Form 55002010-01-0146
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0113
Total of all active and inactive participants2010-01-0159
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0159
Number of participants with account balances2010-01-0151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-011
2009: EARLY LEARNING COALITION OF MIAMI DADE-MONROE RETIREMENT PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-0165
Total number of active participants reported on line 7a of the Form 55002009-01-0144
Number of retired or separated participants receiving benefits2009-01-0121
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-0165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0165
Number of participants with account balances2009-01-0144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0112
2007: EARLY LEARNING COALITION OF MIAMI DADE-MONROE RETIREMENT PLAN & TRUST 2007 401k membership
Total participants, beginning-of-year2007-01-0162
Total number of active participants reported on line 7a of the Form 55002007-01-0137
Number of retired or separated participants receiving benefits2007-01-010
Number of other retired or separated participants entitled to future benefits2007-01-0125
Total of all active and inactive participants2007-01-0162
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2007-01-010
Total participants2007-01-0162
Number of participants with account balances2007-01-0159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2007-01-0118

Financial Data on EARLY LEARNING COALITION OF MIAMI DADE-MONROE RETIREMENT PLAN & TRUST

Measure Date Value
2021 : EARLY LEARNING COALITION OF MIAMI DADE-MONROE RETIREMENT PLAN & TRUST 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$438
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$2,184,238
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,219,340
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,151,083
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,143,397
Value of total assets at end of year2021-12-31$10,054,827
Value of total assets at beginning of year2021-12-31$9,089,491
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$68,257
Total interest from all sources2021-12-31$17,473
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$11,875
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$635,711
Participant contributions at end of year2021-12-31$349,066
Participant contributions at beginning of year2021-12-31$345,354
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$12,244
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$438
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$964,898
Value of net assets at end of year (total assets less liabilities)2021-12-31$10,054,389
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$9,089,491
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$11,215
Value of interest in pooled separate accounts at end of year2021-12-31$9,689,294
Value of interest in pooled separate accounts at beginning of year2021-12-31$8,712,093
Interest on participant loans2021-12-31$17,473
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$16,467
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$491
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$491
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$31,553
Net investment gain/loss from pooled separate accounts2021-12-31$1,023,368
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$495,442
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,151,083
Contract administrator fees2021-12-31$45,167
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31VERDEJA, DEARMAS TRUJILLO
Accountancy firm EIN2021-12-31204989621
2020 : EARLY LEARNING COALITION OF MIAMI DADE-MONROE RETIREMENT PLAN & TRUST 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$12,000
Total income from all sources (including contributions)2020-12-31$2,731,220
Total of all expenses incurred2020-12-31$730,540
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$661,832
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,170,746
Value of total assets at end of year2020-12-31$9,089,491
Value of total assets at beginning of year2020-12-31$7,100,811
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$68,708
Total interest from all sources2020-12-31$21,090
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$7,875
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$614,745
Participant contributions at end of year2020-12-31$345,354
Participant contributions at beginning of year2020-12-31$401,506
Participant contributions at beginning of year2020-12-31$22,764
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$65,783
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$12,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$2,000,680
Value of net assets at end of year (total assets less liabilities)2020-12-31$9,089,491
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$7,088,811
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in pooled separate accounts at end of year2020-12-31$8,712,093
Value of interest in pooled separate accounts at beginning of year2020-12-31$6,641,643
Interest on participant loans2020-12-31$21,090
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$491
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$392
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$392
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$31,553
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$16,400
Net investment gain/loss from pooled separate accounts2020-12-31$1,539,384
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$490,218
Employer contributions (assets) at beginning of year2020-12-31$18,106
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$661,832
Contract administrator fees2020-12-31$60,833
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31VERDEJA, DE ARMAS AND TRUJILLO LLP
Accountancy firm EIN2020-12-31204989621
2019 : EARLY LEARNING COALITION OF MIAMI DADE-MONROE RETIREMENT PLAN & TRUST 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$12,000
Total income from all sources (including contributions)2019-12-31$2,180,388
Total of all expenses incurred2019-12-31$524,206
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$443,833
Expenses. Certain deemed distributions of participant loans2019-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,040,021
Value of total assets at end of year2019-12-31$7,100,811
Value of total assets at beginning of year2019-12-31$5,432,629
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$80,373
Total interest from all sources2019-12-31$20,714
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$6,875
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$571,055
Participant contributions at end of year2019-12-31$401,506
Participant contributions at beginning of year2019-12-31$362,963
Participant contributions at end of year2019-12-31$22,764
Participant contributions at beginning of year2019-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$99,870
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$12,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Income. Non cash contributions2019-12-31$0
Value of net income/loss2019-12-31$1,656,182
Value of net assets at end of year (total assets less liabilities)2019-12-31$7,088,811
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$5,432,629
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in pooled separate accounts at end of year2019-12-31$6,641,643
Value of interest in pooled separate accounts at beginning of year2019-12-31$4,739,909
Interest on participant loans2019-12-31$20,714
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$392
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$67,193
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$67,193
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$16,400
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$5,344
Net investment gain/loss from pooled separate accounts2019-12-31$1,119,653
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$369,096
Employer contributions (assets) at end of year2019-12-31$18,106
Employer contributions (assets) at beginning of year2019-12-31$257,220
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$443,833
Contract administrator fees2019-12-31$73,498
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31VERDEJA, DEARMAS TRUJILLO
Accountancy firm EIN2019-12-31204989621
2018 : EARLY LEARNING COALITION OF MIAMI DADE-MONROE RETIREMENT PLAN & TRUST 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$1,178,770
Total of all expenses incurred2018-12-31$121,463
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$84,700
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,408,336
Value of total assets at end of year2018-12-31$5,432,629
Value of total assets at beginning of year2018-12-31$4,375,322
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$36,763
Total interest from all sources2018-12-31$12,091
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$750
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$509,999
Participant contributions at end of year2018-12-31$362,963
Participant contributions at beginning of year2018-12-31$172,135
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$0
Assets. Other investments not covered elsewhere at end of year2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$90,202
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Income. Non cash contributions2018-12-31$0
Value of net income/loss2018-12-31$1,057,307
Value of net assets at end of year (total assets less liabilities)2018-12-31$5,432,629
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$4,375,322
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in pooled separate accounts at end of year2018-12-31$4,739,909
Value of interest in pooled separate accounts at beginning of year2018-12-31$4,059,024
Interest on participant loans2018-12-31$12,091
Interest earned on other investments2018-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$67,193
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$61,864
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$61,864
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$5,344
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$1,661
Net investment gain/loss from pooled separate accounts2018-12-31$-241,657
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$808,135
Employer contributions (assets) at end of year2018-12-31$257,220
Employer contributions (assets) at beginning of year2018-12-31$80,638
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$84,700
Contract administrator fees2018-12-31$36,013
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31VERDEJA, DEARMAS TRUJILLO
Accountancy firm EIN2018-12-31204989621
2017 : EARLY LEARNING COALITION OF MIAMI DADE-MONROE RETIREMENT PLAN & TRUST 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$1,384,654
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$141,299
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$131,775
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$779,534
Value of total assets at end of year2017-12-31$4,375,322
Value of total assets at beginning of year2017-12-31$3,131,967
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$9,524
Total interest from all sources2017-12-31$6,324
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$9,524
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$350,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$374,270
Participant contributions at end of year2017-12-31$172,135
Participant contributions at beginning of year2017-12-31$100,100
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$74,534
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,243,355
Value of net assets at end of year (total assets less liabilities)2017-12-31$4,375,322
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$3,131,967
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in pooled separate accounts at end of year2017-12-31$4,059,024
Value of interest in pooled separate accounts at beginning of year2017-12-31$2,880,921
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$61,864
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$50,899
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$50,899
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$6,324
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$1,661
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$1,365
Net investment gain/loss from pooled separate accounts2017-12-31$598,796
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$330,730
Employer contributions (assets) at end of year2017-12-31$80,638
Employer contributions (assets) at beginning of year2017-12-31$98,682
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$131,775
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31VERDEJA, DEARMAS TRUJILLO
Accountancy firm EIN2017-12-31204989621
2016 : EARLY LEARNING COALITION OF MIAMI DADE-MONROE RETIREMENT PLAN & TRUST 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$707,885
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$188,988
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$181,975
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$572,735
Value of total assets at end of year2016-12-31$3,131,967
Value of total assets at beginning of year2016-12-31$2,613,070
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$7,013
Total interest from all sources2016-12-31$4,771
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$350,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$327,761
Participant contributions at end of year2016-12-31$100,100
Participant contributions at beginning of year2016-12-31$121,084
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$518,897
Value of net assets at end of year (total assets less liabilities)2016-12-31$3,131,967
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$2,613,070
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in pooled separate accounts at end of year2016-12-31$2,880,921
Value of interest in pooled separate accounts at beginning of year2016-12-31$2,271,135
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$50,899
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$46,362
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$46,362
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$4,771
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$1,365
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$250
Net investment gain/loss from pooled separate accounts2016-12-31$130,379
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$244,974
Employer contributions (assets) at end of year2016-12-31$98,682
Employer contributions (assets) at beginning of year2016-12-31$174,239
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$181,975
Contract administrator fees2016-12-31$7,013
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31VERDEJA, DEARMAS TRUJILLO
Accountancy firm EIN2016-12-31204989621
2015 : EARLY LEARNING COALITION OF MIAMI DADE-MONROE RETIREMENT PLAN & TRUST 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$470,890
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$272,544
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$266,423
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$426,773
Value of total assets at end of year2015-12-31$2,613,070
Value of total assets at beginning of year2015-12-31$2,414,724
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$6,121
Total interest from all sources2015-12-31$4,187
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$6,121
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$250,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$252,534
Participant contributions at end of year2015-12-31$121,084
Participant contributions at beginning of year2015-12-31$90,155
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$198,346
Value of net assets at end of year (total assets less liabilities)2015-12-31$2,613,070
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$2,414,724
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in pooled separate accounts at end of year2015-12-31$2,271,135
Value of interest in pooled separate accounts at beginning of year2015-12-31$2,100,634
Interest on participant loans2015-12-31$4,187
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$46,362
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$42,568
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$42,568
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$250
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$0
Net investment gain/loss from pooled separate accounts2015-12-31$39,930
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$174,239
Employer contributions (assets) at end of year2015-12-31$174,239
Employer contributions (assets) at beginning of year2015-12-31$181,367
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$266,423
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31VERDEJA, DEARMAS TRUJILLO
Accountancy firm EIN2015-12-31204989621
2014 : EARLY LEARNING COALITION OF MIAMI DADE-MONROE RETIREMENT PLAN & TRUST 2014 401k financial data
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$611,401
Expenses. Total of all expenses incurred2014-12-31$330,851
Benefits paid (including direct rollovers)2014-12-31$325,379
Total plan assets at end of year2014-12-31$2,233,357
Total plan assets at beginning of year2014-12-31$1,952,807
Value of fidelity bond covering the plan2014-12-31$260,000
Total contributions received or receivable from participants2014-12-31$233,095
Contributions received from other sources (not participants or employers)2014-12-31$33,712
Other income received2014-12-31$163,227
Net income (gross income less expenses)2014-12-31$280,550
Net plan assets at end of year (total assets less liabilities)2014-12-31$2,233,357
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,952,807
Assets. Value of participant loans2014-12-31$90,155
Total contributions received or receivable from employer(s)2014-12-31$181,367
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$5,472
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2011 : EARLY LEARNING COALITION OF MIAMI DADE-MONROE RETIREMENT PLAN & TRUST 2011 401k financial data
Total income from all sources2011-12-31$309,326
Expenses. Total of all expenses incurred2011-12-31$136,063
Benefits paid (including direct rollovers)2011-12-31$124,397
Total plan assets at end of year2011-12-31$1,098,838
Total plan assets at beginning of year2011-12-31$925,575
Value of fidelity bond covering the plan2011-12-31$120,000
Total contributions received or receivable from participants2011-12-31$157,060
Expenses. Other expenses not covered elsewhere2011-12-31$38
Contributions received from other sources (not participants or employers)2011-12-31$31,614
Other income received2011-12-31$-6,070
Net income (gross income less expenses)2011-12-31$173,263
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,098,838
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$925,575
Assets. Value of participant loans2011-12-31$40,736
Total contributions received or receivable from employer(s)2011-12-31$126,722
Value of certain deemed distributions of participant loans2011-12-31$6,009
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$5,619
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : EARLY LEARNING COALITION OF MIAMI DADE-MONROE RETIREMENT PLAN & TRUST 2010 401k financial data
Total income from all sources2010-12-31$360,703
Expenses. Total of all expenses incurred2010-12-31$271,089
Benefits paid (including direct rollovers)2010-12-31$265,470
Total plan assets at end of year2010-12-31$892,742
Total plan assets at beginning of year2010-12-31$803,128
Value of fidelity bond covering the plan2010-12-31$100,000
Total contributions received or receivable from participants2010-12-31$135,710
Other income received2010-12-31$119,195
Net income (gross income less expenses)2010-12-31$89,614
Net plan assets at end of year (total assets less liabilities)2010-12-31$892,742
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$803,128
Assets. Value of participant loans2010-12-31$8,536
Total contributions received or receivable from employer(s)2010-12-31$105,798
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$5,619
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : EARLY LEARNING COALITION OF MIAMI DADE-MONROE RETIREMENT PLAN & TRUST 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for EARLY LEARNING COALITION OF MIAMI DADE-MONROE RETIREMENT PLAN & TRUST

2021: EARLY LEARNING COALITION OF MIAMI DADE-MONROE RETIREMENT PLAN & TRUST 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: EARLY LEARNING COALITION OF MIAMI DADE-MONROE RETIREMENT PLAN & TRUST 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: EARLY LEARNING COALITION OF MIAMI DADE-MONROE RETIREMENT PLAN & TRUST 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: EARLY LEARNING COALITION OF MIAMI DADE-MONROE RETIREMENT PLAN & TRUST 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: EARLY LEARNING COALITION OF MIAMI DADE-MONROE RETIREMENT PLAN & TRUST 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: EARLY LEARNING COALITION OF MIAMI DADE-MONROE RETIREMENT PLAN & TRUST 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: EARLY LEARNING COALITION OF MIAMI DADE-MONROE RETIREMENT PLAN & TRUST 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: EARLY LEARNING COALITION OF MIAMI DADE-MONROE RETIREMENT PLAN & TRUST 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2011: EARLY LEARNING COALITION OF MIAMI DADE-MONROE RETIREMENT PLAN & TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: EARLY LEARNING COALITION OF MIAMI DADE-MONROE RETIREMENT PLAN & TRUST 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: EARLY LEARNING COALITION OF MIAMI DADE-MONROE RETIREMENT PLAN & TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes
2007: EARLY LEARNING COALITION OF MIAMI DADE-MONROE RETIREMENT PLAN & TRUST 2007 form 5500 responses
2007-01-01Type of plan entitySingle employer plan
2007-01-01Submission has been amendedNo
2007-01-01This submission is the final filingNo
2007-01-01This return/report is a short plan year return/report (less than 12 months)No
2007-01-01Plan is a collectively bargained planNo
2007-01-01Plan funding arrangement – TrustYes
2007-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number46421
Policy instance 1
Insurance contract or identification number46421
Number of Individuals Covered258
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $10,803
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
Amount paid for insurance broker fees10803
Additional information about fees paid to insurance brokerTPA FEES PAID
Insurance broker organization code?3
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number46421
Policy instance 1
Insurance contract or identification number46421
Number of Individuals Covered258
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $11,875
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
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees11875
Additional information about fees paid to insurance brokerTPA FEES PAID
Insurance broker organization code?3
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number46421
Policy instance 2
Insurance contract or identification number46421
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Insurance broker organization code?3
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number46421
Policy instance 1
Insurance contract or identification number46421
Number of Individuals Covered304
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $7,875
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Amount paid for insurance broker fees7875
Insurance broker organization code?3
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number46421
Policy instance 2
Insurance contract or identification number46421
Number of Individuals Covered308
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $21,385
Total amount of fees paid to insurance companyUSD $6,875
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $21,408
Amount paid for insurance broker fees0
Insurance broker organization code?3
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number46421
Policy instance 1
Insurance contract or identification number46421
Number of Individuals Covered308
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $24,423
Total amount of fees paid to insurance companyUSD $6,875
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or 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 BrokerUSD $21,385
Amount paid for insurance broker fees0
Insurance broker organization code?3
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number46421
Policy instance 1
Insurance contract or identification number46421
Number of Individuals Covered274
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $16,085
Total amount of fees paid to insurance companyUSD $750
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or 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 BrokerUSD $15,872
Amount paid for insurance broker fees0
Insurance broker organization code?3
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number46421
Policy instance 1
Insurance contract or identification number46421
Number of Individuals Covered192
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $12,128
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
Commission paid to Insurance BrokerUSD $12,128
Insurance broker organization code?3
Insurance broker nameMERRILL LYNCH LIFE AGY
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number46421
Policy instance 1
Insurance contract or identification number46421
Number of Individuals Covered113
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $7,773
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,773
Insurance broker organization code?3
Insurance broker nameMERRILL LYNCH LIFE AGY
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number46421
Policy instance 1
Insurance contract or identification number46421
Number of Individuals Covered81
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $7,193
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,193
Insurance broker organization code?3
Insurance broker nameMERRILL LYNCH LIFE AGY
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number46421
Policy instance 1
Insurance contract or identification number46421
Number of Individuals Covered54
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $3,792
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?Yes
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number46421
Policy instance 1
Insurance contract or identification number46421
Number of Individuals Covered46
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $3,382
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?Yes
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,382
Insurance broker organization code?3
Insurance broker nameBROWN & BROWN OF FLORIDA, INC

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