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EMPLOYEE BENEFIT PLAN OF FAMILY SERVICES OF GREATER NEW ORLEANS 401k Plan overview

Plan NameEMPLOYEE BENEFIT PLAN OF FAMILY SERVICES OF GREATER NEW ORLEANS
Plan identification number 003

EMPLOYEE BENEFIT PLAN OF FAMILY SERVICES OF GREATER NEW ORLEANS 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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

FAMILY SERVICE OF GREATER NEW ORLEANS has sponsored the creation of one or more 401k plans.

Company Name:FAMILY SERVICE OF GREATER NEW ORLEANS
Employer identification number (EIN):720408931
NAIC Classification:624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EMPLOYEE BENEFIT PLAN OF FAMILY SERVICES OF GREATER NEW ORLEANS

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032018-01-01MARILYN BOLDEN2019-07-31
0032017-01-01MARK MAJOR2018-09-21 MARK MAJOR2018-09-21
0032016-01-01DEBRA MORTON2017-07-24 DEBRA MORTON2017-07-24
0032015-01-01DEBRA MORTON2017-01-11 DEBRA MORTON2017-01-11
0032014-01-01DEBRA MORTON2015-05-11 DEBRA MORTON2015-05-11
0032013-01-01TAMARA FRANKLIN2014-10-13
0032012-01-01DEBRA MORTON2015-07-06
0032011-01-01DEBRA MORTON2015-07-06
0032010-01-01DEBRA MORTON
0032009-01-01DEBRA MORTON
0032008-01-01DEBRA MORTON
0032007-01-01DEBRA MORTON
0032006-01-01DEBRA MORTON
0032005-01-01DEBRA MORTON
0032004-01-01DEBRA MORTON
0032003-01-01DEBRA MORTON
0032002-01-01DEBRA MORTON
0032001-01-01MORTON DEBRA
0032000-01-01MORTON DEBRA
0031999-01-01MORTON DEBRA

Plan Statistics for EMPLOYEE BENEFIT PLAN OF FAMILY SERVICES OF GREATER NEW ORLEANS

401k plan membership statisitcs for EMPLOYEE BENEFIT PLAN OF FAMILY SERVICES OF GREATER NEW ORLEANS

Measure Date Value
2010: EMPLOYEE BENEFIT PLAN OF FAMILY SERVICES OF GREATER NEW ORLEANS 2010 401k membership
Total participants, beginning-of-year2010-01-0151
Total number of active participants reported on line 7a of the Form 55002010-01-0128
Number of other retired or separated participants entitled to future benefits2010-01-0114
Total of all active and inactive participants2010-01-0142
Total participants2010-01-0142
Number of participants with account balances2010-01-0142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0110
2009: EMPLOYEE BENEFIT PLAN OF FAMILY SERVICES OF GREATER NEW ORLEANS 2009 401k membership
Total participants, beginning-of-year2009-01-0145
Total number of active participants reported on line 7a of the Form 55002009-01-0138
Number of other retired or separated participants entitled to future benefits2009-01-0113
Total of all active and inactive participants2009-01-0151
Total participants2009-01-0151
Number of participants with account balances2009-01-0151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0110
2008: EMPLOYEE BENEFIT PLAN OF FAMILY SERVICES OF GREATER NEW ORLEANS 2008 401k membership
Total participants, beginning-of-year2008-01-0137
Total number of active participants reported on line 7a of the Form 55002008-01-0133
Number of other retired or separated participants entitled to future benefits2008-01-0112
Total of all active and inactive participants2008-01-0145
Total participants2008-01-0145
Number of participants with account balances2008-01-0145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2008-01-017
2007: EMPLOYEE BENEFIT PLAN OF FAMILY SERVICES OF GREATER NEW ORLEANS 2007 401k membership
Total participants, beginning-of-year2007-01-0128
Total number of active participants reported on line 7a of the Form 55002007-01-0125
Number of other retired or separated participants entitled to future benefits2007-01-0112
Total of all active and inactive participants2007-01-0137
Total participants2007-01-0137
Number of participants with account balances2007-01-0130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2007-01-012
2006: EMPLOYEE BENEFIT PLAN OF FAMILY SERVICES OF GREATER NEW ORLEANS 2006 401k membership
Total participants, beginning-of-year2006-01-0136
Total number of active participants reported on line 7a of the Form 55002006-01-0119
Number of other retired or separated participants entitled to future benefits2006-01-0111
Total of all active and inactive participants2006-01-0130
Total participants2006-01-0130
Number of participants with account balances2006-01-0130
2005: EMPLOYEE BENEFIT PLAN OF FAMILY SERVICES OF GREATER NEW ORLEANS 2005 401k membership
Total participants, beginning-of-year2005-01-0139
Total number of active participants reported on line 7a of the Form 55002005-01-0124
Number of other retired or separated participants entitled to future benefits2005-01-0112
Total of all active and inactive participants2005-01-0136
Total participants2005-01-0136
Number of participants with account balances2005-01-0136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2005-01-013
2004: EMPLOYEE BENEFIT PLAN OF FAMILY SERVICES OF GREATER NEW ORLEANS 2004 401k membership
Total participants, beginning-of-year2004-01-0143
Total number of active participants reported on line 7a of the Form 55002004-01-0126
Number of other retired or separated participants entitled to future benefits2004-01-0113
Total of all active and inactive participants2004-01-0139
Total participants2004-01-0139
Number of participants with account balances2004-01-0139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2004-01-017
2003: EMPLOYEE BENEFIT PLAN OF FAMILY SERVICES OF GREATER NEW ORLEANS 2003 401k membership
Total participants, beginning-of-year2003-01-0137
Total number of active participants reported on line 7a of the Form 55002003-01-0137
Number of other retired or separated participants entitled to future benefits2003-01-016
Total of all active and inactive participants2003-01-0143
Total participants2003-01-0143
Number of participants with account balances2003-01-0143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2003-01-013
2002: EMPLOYEE BENEFIT PLAN OF FAMILY SERVICES OF GREATER NEW ORLEANS 2002 401k membership
Total participants, beginning-of-year2002-01-0137
Total number of active participants reported on line 7a of the Form 55002002-01-0134
Number of retired or separated participants receiving benefits2002-01-013
Total of all active and inactive participants2002-01-0137
Total participants2002-01-0137
Number of participants with account balances2002-01-0137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2002-01-013
2001: EMPLOYEE BENEFIT PLAN OF FAMILY SERVICES OF GREATER NEW ORLEANS 2001 401k membership
Total participants, beginning-of-year2001-01-0136
Total number of active participants reported on line 7a of the Form 55002001-01-0135
Number of other retired or separated participants entitled to future benefits2001-01-012
Total of all active and inactive participants2001-01-0137
Total participants2001-01-0137
Number of participants with account balances2001-01-0137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2001-01-016
2000: EMPLOYEE BENEFIT PLAN OF FAMILY SERVICES OF GREATER NEW ORLEANS 2000 401k membership
Total participants, beginning-of-year2000-01-0134
Total number of active participants reported on line 7a of the Form 55002000-01-0135
Number of other retired or separated participants entitled to future benefits2000-01-012
Total of all active and inactive participants2000-01-0137
Total participants2000-01-0137
Number of participants with account balances2000-01-0136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2000-01-011
1999: EMPLOYEE BENEFIT PLAN OF FAMILY SERVICES OF GREATER NEW ORLEANS 1999 401k membership
Total participants, beginning-of-year1999-01-0130
Total number of active participants reported on line 7a of the Form 55001999-01-0139
Number of other retired or separated participants entitled to future benefits1999-01-012
Total of all active and inactive participants1999-01-0141
Total participants1999-01-0141
Number of participants with account balances1999-01-0134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested1999-01-017

Financial Data on EMPLOYEE BENEFIT PLAN OF FAMILY SERVICES OF GREATER NEW ORLEANS

Measure Date Value
2010 : EMPLOYEE BENEFIT PLAN OF FAMILY SERVICES OF GREATER NEW ORLEANS 2010 401k financial data
Total income from all sources2010-12-31$74,170
Expenses. Total of all expenses incurred2010-12-31$54,833
Benefits paid (including direct rollovers)2010-12-31$38,650
Total plan assets at end of year2010-12-31$400,542
Total plan assets at beginning of year2010-12-31$381,205
Value of fidelity bond covering the plan2010-12-31$1,000,000
Expenses. Other expenses not covered elsewhere2010-12-31$15,633
Other income received2010-12-31$32,793
Net income (gross income less expenses)2010-12-31$19,337
Net plan assets at end of year (total assets less liabilities)2010-12-31$400,542
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$381,205
Total contributions received or receivable from employer(s)2010-12-31$41,377
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$550
2009 : EMPLOYEE BENEFIT PLAN OF FAMILY SERVICES OF GREATER NEW ORLEANS 2009 401k financial data
Total income from all sources2009-12-31$96,702
Expenses. Total of all expenses incurred2009-12-31$37,771
Benefits paid (including direct rollovers)2009-12-31$32,565
Total plan assets at end of year2009-12-31$381,205
Total plan assets at beginning of year2009-12-31$322,274
Value of fidelity bond covering the plan2009-12-31$120,000
Expenses. Other expenses not covered elsewhere2009-12-31$4,656
Contributions received from other sources (not participants or employers)2009-12-31$2,833
Other income received2009-12-31$50,036
Net income (gross income less expenses)2009-12-31$58,931
Net plan assets at end of year (total assets less liabilities)2009-12-31$381,205
Net plan assets at beginning of year (total assets less liabilities)2009-12-31$322,274
Total contributions received or receivable from employer(s)2009-12-31$43,833
Expenses. Administrative service providers (salaries,fees and commissions)2009-12-31$550
2008 : EMPLOYEE BENEFIT PLAN OF FAMILY SERVICES OF GREATER NEW ORLEANS 2008 401k financial data
Total income from all sources2008-12-31$-33,849
Expenses. Total of all expenses incurred2008-12-31$150,678
Benefits paid (including direct rollovers)2008-12-31$137,663
Total plan assets at end of year2008-12-31$322,274
Total plan assets at beginning of year2008-12-31$506,801
Value of fidelity bond covering the plan2008-12-31$120,000
Expenses. Other expenses not covered elsewhere2008-12-31$12,615
Contributions received from other sources (not participants or employers)2008-12-31$817
Other income received2008-12-31$-96,755
Net income (gross income less expenses)2008-12-31$-184,527
Net plan assets at end of year (total assets less liabilities)2008-12-31$322,274
Net plan assets at beginning of year (total assets less liabilities)2008-12-31$506,801
Total contributions received or receivable from employer(s)2008-12-31$62,089
Expenses. Administrative service providers (salaries,fees and commissions)2008-12-31$400
2007 : EMPLOYEE BENEFIT PLAN OF FAMILY SERVICES OF GREATER NEW ORLEANS 2007 401k financial data
Total income from all sources2007-12-31$133,102
Expenses. Total of all expenses incurred2007-12-31$227,127
Benefits paid (including direct rollovers)2007-12-31$203,167
Total plan assets at end of year2007-12-31$506,801
Total plan assets at beginning of year2007-12-31$600,826
Value of fidelity bond covering the plan2007-12-31$120,000
Expenses. Other expenses not covered elsewhere2007-12-31$23,510
Contributions received from other sources (not participants or employers)2007-12-31$11,722
Other income received2007-12-31$30,905
Net income (gross income less expenses)2007-12-31$-94,025
Net plan assets at end of year (total assets less liabilities)2007-12-31$506,801
Net plan assets at beginning of year (total assets less liabilities)2007-12-31$600,826
Total contributions received or receivable from employer(s)2007-12-31$90,475
Expenses. Administrative service providers (salaries,fees and commissions)2007-12-31$450
2006 : EMPLOYEE BENEFIT PLAN OF FAMILY SERVICES OF GREATER NEW ORLEANS 2006 401k financial data
Total income from all sources2006-12-31$129,940
Expenses. Total of all expenses incurred2006-12-31$196,659
Benefits paid (including direct rollovers)2006-12-31$158,060
Total plan assets at end of year2006-12-31$600,826
Total plan assets at beginning of year2006-12-31$667,545
Value of fidelity bond covering the plan2006-12-31$120,000
Expenses. Other expenses not covered elsewhere2006-12-31$38,249
Contributions received from other sources (not participants or employers)2006-12-31$20,073
Other income received2006-12-31$56,511
Net income (gross income less expenses)2006-12-31$-66,719
Net plan assets at end of year (total assets less liabilities)2006-12-31$600,826
Net plan assets at beginning of year (total assets less liabilities)2006-12-31$667,545
Total contributions received or receivable from employer(s)2006-12-31$53,356
Expenses. Administrative service providers (salaries,fees and commissions)2006-12-31$350
2005 : EMPLOYEE BENEFIT PLAN OF FAMILY SERVICES OF GREATER NEW ORLEANS 2005 401k financial data
Total income from all sources2005-12-31$101,379
Expenses. Total of all expenses incurred2005-12-31$38,833
Benefits paid (including direct rollovers)2005-12-31$31,879
Total plan assets at end of year2005-12-31$667,545
Total plan assets at beginning of year2005-12-31$604,999
Value of fidelity bond covering the plan2005-12-31$120,000
Expenses. Other expenses not covered elsewhere2005-12-31$5,944
Other income received2005-12-31$37,520
Net income (gross income less expenses)2005-12-31$62,546
Net plan assets at end of year (total assets less liabilities)2005-12-31$667,545
Net plan assets at beginning of year (total assets less liabilities)2005-12-31$604,999
Total contributions received or receivable from employer(s)2005-12-31$63,859
Expenses. Administrative service providers (salaries,fees and commissions)2005-12-31$1,010
2004 : EMPLOYEE BENEFIT PLAN OF FAMILY SERVICES OF GREATER NEW ORLEANS 2004 401k financial data
Total income from all sources2004-12-31$118,269
Expenses. Total of all expenses incurred2004-12-31$212,221
Benefits paid (including direct rollovers)2004-12-31$197,847
Total plan assets at end of year2004-12-31$604,999
Total plan assets at beginning of year2004-12-31$698,951
Value of fidelity bond covering the plan2004-12-31$120,000
Expenses. Other expenses not covered elsewhere2004-12-31$13,143
Other income received2004-12-31$44,749
Net income (gross income less expenses)2004-12-31$-93,952
Net plan assets at end of year (total assets less liabilities)2004-12-31$604,999
Net plan assets at beginning of year (total assets less liabilities)2004-12-31$698,951
Total contributions received or receivable from employer(s)2004-12-31$73,520
Expenses. Administrative service providers (salaries,fees and commissions)2004-12-31$1,231
2003 : EMPLOYEE BENEFIT PLAN OF FAMILY SERVICES OF GREATER NEW ORLEANS 2003 401k financial data
Transfers to/from the plan2003-12-31$0
Total income from all sources2003-12-31$176,594
Expenses. Total of all expenses incurred2003-12-31$67,237
Benefits paid (including direct rollovers)2003-12-31$59,985
Total plan assets at end of year2003-12-31$698,951
Total plan assets at beginning of year2003-12-31$589,595
Value of fidelity bond covering the plan2003-12-31$120,000
Expenses. Other expenses not covered elsewhere2003-12-31$7,252
Other income received2003-12-31$101,733
Net income (gross income less expenses)2003-12-31$109,357
Net plan assets at end of year (total assets less liabilities)2003-12-31$698,951
Net plan assets at beginning of year (total assets less liabilities)2003-12-31$589,595
Total contributions received or receivable from employer(s)2003-12-31$74,861
2002 : EMPLOYEE BENEFIT PLAN OF FAMILY SERVICES OF GREATER NEW ORLEANS 2002 401k financial data
Transfers to/from the plan2002-12-31$0
Total income from all sources2002-12-31$11,668
Expenses. Total of all expenses incurred2002-12-31$13,448
Benefits paid (including direct rollovers)2002-12-31$6,399
Total plan assets at end of year2002-12-31$589,595
Total plan assets at beginning of year2002-12-31$591,375
Value of fidelity bond covering the plan2002-12-31$120,000
Expenses. Other expenses not covered elsewhere2002-12-31$7,049
Other income received2002-12-31$-78,790
Net income (gross income less expenses)2002-12-31$-1,780
Net plan assets at end of year (total assets less liabilities)2002-12-31$589,595
Net plan assets at beginning of year (total assets less liabilities)2002-12-31$591,375
Total contributions received or receivable from employer(s)2002-12-31$90,458
2001 : EMPLOYEE BENEFIT PLAN OF FAMILY SERVICES OF GREATER NEW ORLEANS 2001 401k financial data
Total income from all sources2001-12-31$28,486
Expenses. Total of all expenses incurred2001-12-31$14,663
Benefits paid (including direct rollovers)2001-12-31$4,370
Total plan assets at end of year2001-12-31$591,375
Total plan assets at beginning of year2001-12-31$577,552
Value of fidelity bond covering the plan2001-12-31$120,000
Expenses. Other expenses not covered elsewhere2001-12-31$10,293
Other income received2001-12-31$-54,045
Net income (gross income less expenses)2001-12-31$13,823
Net plan assets at end of year (total assets less liabilities)2001-12-31$591,375
Net plan assets at beginning of year (total assets less liabilities)2001-12-31$577,552
Total contributions received or receivable from employer(s)2001-12-31$82,531
2000 : EMPLOYEE BENEFIT PLAN OF FAMILY SERVICES OF GREATER NEW ORLEANS 2000 401k financial data
Total income from all sources2000-12-31$47,072
Expenses. Total of all expenses incurred2000-12-31$59,151
Benefits paid (including direct rollovers)2000-12-31$52,396
Total plan assets at end of year2000-12-31$577,552
Total plan assets at beginning of year2000-12-31$589,630
Value of fidelity bond covering the plan2000-12-31$120,000
Expenses. Other expenses not covered elsewhere2000-12-31$6,755
Other income received2000-12-31$-23,012
Net income (gross income less expenses)2000-12-31$-12,079
Net plan assets at end of year (total assets less liabilities)2000-12-31$577,552
Net plan assets at beginning of year (total assets less liabilities)2000-12-31$589,630
Total contributions received or receivable from employer(s)2000-12-31$70,084
1999 : EMPLOYEE BENEFIT PLAN OF FAMILY SERVICES OF GREATER NEW ORLEANS 1999 401k financial data
Total income from all sources1999-12-31$547,967
Expenses. Total of all expenses incurred1999-12-31$64,798
Benefits paid (including direct rollovers)1999-12-31$51,397
Total plan assets at end of year1999-12-31$589,630
Total plan assets at beginning of year1999-12-31$106,462
Value of fidelity bond covering the plan1999-12-31$120,000
Expenses. Other expenses not covered elsewhere1999-12-31$13,401
Contributions received from other sources (not participants or employers)1999-12-31$363,782
Other income received1999-12-31$87,709
Net income (gross income less expenses)1999-12-31$483,169
Net plan assets at end of year (total assets less liabilities)1999-12-31$589,630
Net plan assets at beginning of year (total assets less liabilities)1999-12-31$106,462
Total contributions received or receivable from employer(s)1999-12-31$96,476

Form 5500 Responses for EMPLOYEE BENEFIT PLAN OF FAMILY SERVICES OF GREATER NEW ORLEANS

2010: EMPLOYEE BENEFIT PLAN OF FAMILY SERVICES OF GREATER NEW ORLEANS 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 – InsuranceYes
2010-01-01Plan benefit arrangement – InsuranceYes
2009: EMPLOYEE BENEFIT PLAN OF FAMILY SERVICES OF GREATER NEW ORLEANS 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 – InsuranceYes
2009-01-01Plan benefit arrangement – InsuranceYes
2008: EMPLOYEE BENEFIT PLAN OF FAMILY SERVICES OF GREATER NEW ORLEANS 2008 form 5500 responses
2008-01-01Type of plan entitySingle employer plan
2008-01-01Submission has been amendedNo
2008-01-01This submission is the final filingNo
2008-01-01This return/report is a short plan year return/report (less than 12 months)No
2008-01-01Plan is a collectively bargained planNo
2008-01-01Plan funding arrangement – InsuranceYes
2008-01-01Plan benefit arrangement – InsuranceYes
2007: EMPLOYEE BENEFIT PLAN OF FAMILY SERVICES OF GREATER NEW ORLEANS 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 – InsuranceYes
2007-01-01Plan benefit arrangement – InsuranceYes
2006: EMPLOYEE BENEFIT PLAN OF FAMILY SERVICES OF GREATER NEW ORLEANS 2006 form 5500 responses
2006-01-01Type of plan entitySingle employer plan
2006-01-01Submission has been amendedNo
2006-01-01This submission is the final filingNo
2006-01-01This return/report is a short plan year return/report (less than 12 months)No
2006-01-01Plan is a collectively bargained planNo
2006-01-01Plan funding arrangement – InsuranceYes
2006-01-01Plan benefit arrangement – InsuranceYes
2005: EMPLOYEE BENEFIT PLAN OF FAMILY SERVICES OF GREATER NEW ORLEANS 2005 form 5500 responses
2005-01-01Type of plan entitySingle employer plan
2005-01-01Submission has been amendedNo
2005-01-01This submission is the final filingNo
2005-01-01This return/report is a short plan year return/report (less than 12 months)No
2005-01-01Plan is a collectively bargained planNo
2005-01-01Plan funding arrangement – InsuranceYes
2005-01-01Plan benefit arrangement – InsuranceYes
2004: EMPLOYEE BENEFIT PLAN OF FAMILY SERVICES OF GREATER NEW ORLEANS 2004 form 5500 responses
2004-01-01Type of plan entitySingle employer plan
2004-01-01Submission has been amendedNo
2004-01-01This submission is the final filingNo
2004-01-01This return/report is a short plan year return/report (less than 12 months)No
2004-01-01Plan is a collectively bargained planNo
2004-01-01Plan funding arrangement – InsuranceYes
2004-01-01Plan benefit arrangement – InsuranceYes
2003: EMPLOYEE BENEFIT PLAN OF FAMILY SERVICES OF GREATER NEW ORLEANS 2003 form 5500 responses
2003-01-01Type of plan entitySingle employer plan
2003-01-01Submission has been amendedYes
2003-01-01This submission is the final filingNo
2003-01-01This return/report is a short plan year return/report (less than 12 months)No
2003-01-01Plan is a collectively bargained planNo
2003-01-01Plan funding arrangement – InsuranceYes
2003-01-01Plan benefit arrangement – InsuranceYes
2002: EMPLOYEE BENEFIT PLAN OF FAMILY SERVICES OF GREATER NEW ORLEANS 2002 form 5500 responses
2002-01-01Type of plan entitySingle employer plan
2002-01-01Submission has been amendedYes
2002-01-01This submission is the final filingNo
2002-01-01This return/report is a short plan year return/report (less than 12 months)No
2002-01-01Plan is a collectively bargained planNo
2002-01-01Plan funding arrangement – InsuranceYes
2002-01-01Plan benefit arrangement – InsuranceYes
2001: EMPLOYEE BENEFIT PLAN OF FAMILY SERVICES OF GREATER NEW ORLEANS 2001 form 5500 responses
2001-01-01Type of plan entitySingle employer plan
2001-01-01Submission has been amendedYes
2001-01-01This submission is the final filingNo
2001-01-01This return/report is a short plan year return/report (less than 12 months)No
2001-01-01Plan is a collectively bargained planNo
2001-01-01Plan funding arrangement – InsuranceYes
2001-01-01Plan benefit arrangement – InsuranceYes
2000: EMPLOYEE BENEFIT PLAN OF FAMILY SERVICES OF GREATER NEW ORLEANS 2000 form 5500 responses
2000-01-01Type of plan entitySingle employer plan
2000-01-01Submission has been amendedYes
2000-01-01This submission is the final filingNo
2000-01-01This return/report is a short plan year return/report (less than 12 months)No
2000-01-01Plan is a collectively bargained planNo
2000-01-01Plan funding arrangement – InsuranceYes
2000-01-01Plan benefit arrangement – InsuranceYes
1999: EMPLOYEE BENEFIT PLAN OF FAMILY SERVICES OF GREATER NEW ORLEANS 1999 form 5500 responses
1999-01-01Type of plan entitySingle employer plan
1999-01-01Submission has been amendedYes
1999-01-01This submission is the final filingNo
1999-01-01This return/report is a short plan year return/report (less than 12 months)No
1999-01-01Plan is a collectively bargained planNo
1999-01-01Plan funding arrangement – InsuranceYes
1999-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number052447-E
Policy instance 1
Insurance contract or identification number052447-E
Number of Individuals Covered42
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of fees paid to insurance companyUSD $63
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?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 $9
Additional information about fees paid to insurance brokerCOMPENSATION
Insurance broker organization code?3
Amount paid for insurance broker fees7
Insurance broker nameEILEEN GETTYS
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number052447-E
Policy instance 1
Insurance contract or identification number052447-E
Number of Individuals Covered51
Insurance policy start date2009-01-01
Insurance policy end date2009-12-31
Total amount of fees paid to insurance companyUSD $83
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?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
Amount paid for insurance broker fees14
Additional information about fees paid to insurance brokerCOMPENSATION
Insurance broker organization code?3
Insurance broker nameEILEEN GETTYS
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number052447-E
Policy instance 1
Insurance contract or identification number052447-E
Number of Individuals Covered45
Insurance policy start date2008-01-01
Insurance policy end date2008-12-31
Total amount of fees paid to insurance companyUSD $295
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?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
Amount paid for insurance broker fees51
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker nameEILEEN GETTYS
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number052447-E
Policy instance 1
Insurance contract or identification number052447-E
Number of Individuals Covered37
Insurance policy start date2007-01-01
Insurance policy end date2007-12-31
Total amount of fees paid to insurance companyUSD $202
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?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
Amount paid for insurance broker fees22
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker nameEILEEN GETTYS
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number052447-E
Policy instance 1
Insurance contract or identification number052447-E
Number of Individuals Covered30
Insurance policy start date2006-01-01
Insurance policy end date2006-12-31
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?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
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number052447-E
Policy instance 1
Insurance contract or identification number052447-E
Number of Individuals Covered36
Insurance policy start date2005-01-01
Insurance policy end date2005-12-31
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?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
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number052447-E
Policy instance 1
Insurance contract or identification number052447-E
Number of Individuals Covered39
Insurance policy start date2004-01-01
Insurance policy end date2004-12-31
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?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
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number052447-E
Policy instance 1
Insurance contract or identification number052447-E
Number of Individuals Covered43
Insurance policy start date2003-01-01
Insurance policy end date2003-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?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?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
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number052447-E
Policy instance 1
Insurance contract or identification number052447-E
Number of Individuals Covered37
Insurance policy start date2002-01-01
Insurance policy end date2002-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?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?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
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number052447-E
Policy instance 1
Insurance contract or identification number052447-E
Number of Individuals Covered37
Insurance policy start date2001-01-01
Insurance policy end date2001-12-31
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?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
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number052447-E
Policy instance 1
Insurance contract or identification number052447-E
Number of Individuals Covered37
Insurance policy start date2000-01-01
Insurance policy end date2000-12-31
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?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
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number052447-E
Policy instance 1
Insurance contract or identification number052447-E
Number of Individuals Covered41
Insurance policy start date1999-01-01
Insurance policy end date1999-12-31
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?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

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