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EMPLOYEE BENEFIT PLAN OF ST. MARTIN, IBERIA, LAFAYETTE COMMUNITY ACTION AGE 401k Plan overview

Plan NameEMPLOYEE BENEFIT PLAN OF ST. MARTIN, IBERIA, LAFAYETTE COMMUNITY ACTION AGE
Plan identification number 001

EMPLOYEE BENEFIT PLAN OF ST. MARTIN, IBERIA, LAFAYETTE COMMUNITY ACTION AGE 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.
  • 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

ST. MARTIN, IBERIA, LAFAYETTE COMMU NITY ACTION AGENCY, INC. has sponsored the creation of one or more 401k plans.

Company Name:ST. MARTIN, IBERIA, LAFAYETTE COMMU NITY ACTION AGENCY, INC.
Employer identification number (EIN):720648848
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EMPLOYEE BENEFIT PLAN OF ST. MARTIN, IBERIA, LAFAYETTE COMMUNITY ACTION AGE

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012020-06-01CRAIG MATHEWS2022-02-16
0012019-06-01
0012018-06-01
0012018-06-01
0012017-06-01FREDDIA RUFFIN-ROBERSON
0012017-06-01
0012016-06-01STEPHEN WOODS STEPHEN WOODS2018-01-02
0012015-06-01BRENDA FOULCARD BRENDA FOULCARD2017-01-17
0012014-06-01BRENDA FOULCARD BRENDA FOULCARD2016-03-08
0012013-06-01BRENDA FOULCARD BRENDA FOULCARD2015-02-12
0012012-06-01BRENDA FOULCARD BRENDA FOULCARD2014-03-13
0012011-06-01BRENDA FOULCARD
0012010-06-01ALVIN WILTZ
0012009-06-01ALVIN WILTZ

Plan Statistics for EMPLOYEE BENEFIT PLAN OF ST. MARTIN, IBERIA, LAFAYETTE COMMUNITY ACTION AGE

401k plan membership statisitcs for EMPLOYEE BENEFIT PLAN OF ST. MARTIN, IBERIA, LAFAYETTE COMMUNITY ACTION AGE

Measure Date Value
2019: EMPLOYEE BENEFIT PLAN OF ST. MARTIN, IBERIA, LAFAYETTE COMMUNITY ACTION AGE 2019 401k membership
Total participants, beginning-of-year2019-06-01262
Total number of active participants reported on line 7a of the Form 55002019-06-0122
Number of retired or separated participants receiving benefits2019-06-010
Number of other retired or separated participants entitled to future benefits2019-06-0129
Total of all active and inactive participants2019-06-0151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-06-019
Total participants2019-06-0160
Number of participants with account balances2019-06-0158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-06-010
2018: EMPLOYEE BENEFIT PLAN OF ST. MARTIN, IBERIA, LAFAYETTE COMMUNITY ACTION AGE 2018 401k membership
Total participants, beginning-of-year2018-06-01293
Total number of active participants reported on line 7a of the Form 55002018-06-0120
Number of retired or separated participants receiving benefits2018-06-010
Number of other retired or separated participants entitled to future benefits2018-06-01234
Total of all active and inactive participants2018-06-01254
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-06-018
Total participants2018-06-01262
Number of participants with account balances2018-06-01260
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-06-012
2017: EMPLOYEE BENEFIT PLAN OF ST. MARTIN, IBERIA, LAFAYETTE COMMUNITY ACTION AGE 2017 401k membership
Total participants, beginning-of-year2017-06-01525
Total number of active participants reported on line 7a of the Form 55002017-06-0136
Number of retired or separated participants receiving benefits2017-06-010
Number of other retired or separated participants entitled to future benefits2017-06-01248
Total of all active and inactive participants2017-06-01284
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-06-019
Total participants2017-06-01293
Number of participants with account balances2017-06-01288
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-06-013
2016: EMPLOYEE BENEFIT PLAN OF ST. MARTIN, IBERIA, LAFAYETTE COMMUNITY ACTION AGE 2016 401k membership
Total participants, beginning-of-year2016-06-01493
Total number of active participants reported on line 7a of the Form 55002016-06-01304
Number of retired or separated participants receiving benefits2016-06-010
Number of other retired or separated participants entitled to future benefits2016-06-01215
Total of all active and inactive participants2016-06-01519
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-06-016
Total participants2016-06-01525
Number of participants with account balances2016-06-01512
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-06-019
2015: EMPLOYEE BENEFIT PLAN OF ST. MARTIN, IBERIA, LAFAYETTE COMMUNITY ACTION AGE 2015 401k membership
Total participants, beginning-of-year2015-06-01508
Total number of active participants reported on line 7a of the Form 55002015-06-01291
Number of retired or separated participants receiving benefits2015-06-010
Number of other retired or separated participants entitled to future benefits2015-06-01195
Total of all active and inactive participants2015-06-01486
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-06-017
Total participants2015-06-01493
Number of participants with account balances2015-06-01493
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-06-0128
2014: EMPLOYEE BENEFIT PLAN OF ST. MARTIN, IBERIA, LAFAYETTE COMMUNITY ACTION AGE 2014 401k membership
Total participants, beginning-of-year2014-06-01527
Total number of active participants reported on line 7a of the Form 55002014-06-01304
Number of retired or separated participants receiving benefits2014-06-010
Number of other retired or separated participants entitled to future benefits2014-06-01191
Total of all active and inactive participants2014-06-01495
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-06-0113
Total participants2014-06-01508
Number of participants with account balances2014-06-01507
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-06-0118
2013: EMPLOYEE BENEFIT PLAN OF ST. MARTIN, IBERIA, LAFAYETTE COMMUNITY ACTION AGE 2013 401k membership
Total participants, beginning-of-year2013-06-01520
Total number of active participants reported on line 7a of the Form 55002013-06-01317
Number of retired or separated participants receiving benefits2013-06-010
Number of other retired or separated participants entitled to future benefits2013-06-01197
Total of all active and inactive participants2013-06-01514
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-06-0113
Total participants2013-06-01527
Number of participants with account balances2013-06-01526
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-06-018
2012: EMPLOYEE BENEFIT PLAN OF ST. MARTIN, IBERIA, LAFAYETTE COMMUNITY ACTION AGE 2012 401k membership
Total participants, beginning-of-year2012-06-01495
Total number of active participants reported on line 7a of the Form 55002012-06-01326
Number of other retired or separated participants entitled to future benefits2012-06-01181
Total of all active and inactive participants2012-06-01507
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-06-0113
Total participants2012-06-01520
Number of participants with account balances2012-06-01519
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-06-0117
2011: EMPLOYEE BENEFIT PLAN OF ST. MARTIN, IBERIA, LAFAYETTE COMMUNITY ACTION AGE 2011 401k membership
Total participants, beginning-of-year2011-06-01454
Total number of active participants reported on line 7a of the Form 55002011-06-01349
Number of other retired or separated participants entitled to future benefits2011-06-01140
Total of all active and inactive participants2011-06-01489
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-06-016
Total participants2011-06-01495
Number of participants with account balances2011-06-01495
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-06-0114
2010: EMPLOYEE BENEFIT PLAN OF ST. MARTIN, IBERIA, LAFAYETTE COMMUNITY ACTION AGE 2010 401k membership
Total participants, beginning-of-year2010-06-01460
Total number of active participants reported on line 7a of the Form 55002010-06-01329
Number of other retired or separated participants entitled to future benefits2010-06-01124
Total of all active and inactive participants2010-06-01453
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-06-011
Total participants2010-06-01454
Number of participants with account balances2010-06-01454
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-06-018
2009: EMPLOYEE BENEFIT PLAN OF ST. MARTIN, IBERIA, LAFAYETTE COMMUNITY ACTION AGE 2009 401k membership
Total participants, beginning-of-year2009-06-01427
Total number of active participants reported on line 7a of the Form 55002009-06-01329
Number of other retired or separated participants entitled to future benefits2009-06-01127
Total of all active and inactive participants2009-06-01456
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-06-014
Total participants2009-06-01460
Number of participants with account balances2009-06-01460
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-06-012

Financial Data on EMPLOYEE BENEFIT PLAN OF ST. MARTIN, IBERIA, LAFAYETTE COMMUNITY ACTION AGE

Measure Date Value
2022 : EMPLOYEE BENEFIT PLAN OF ST. MARTIN, IBERIA, LAFAYETTE COMMUNITY ACTION AGE 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-05-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-05-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-05-31$0
Total income from all sources (including contributions)2022-05-31$36,886
Total loss/gain on sale of assets2022-05-31$0
Total of all expenses incurred2022-05-31$26,377
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-05-31$25,316
Expenses. Certain deemed distributions of participant loans2022-05-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-05-31$57,782
Value of total assets at end of year2022-05-31$837,257
Value of total assets at beginning of year2022-05-31$826,748
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-05-31$1,061
Total interest from all sources2022-05-31$3,909
Total dividends received (eg from common stock, registered investment company shares)2022-05-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-05-31No
Was this plan covered by a fidelity bond2022-05-31Yes
Value of fidelity bond cover2022-05-31$250,000
If this is an individual account plan, was there a blackout period2022-05-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2022-05-31$0
Were there any nonexempt tranactions with any party-in-interest2022-05-31No
Contributions received from participants2022-05-31$4,637
Participant contributions at end of year2022-05-31$22,480
Participant contributions at beginning of year2022-05-31$23,359
Income. Received or receivable in cash from other sources (including rollovers)2022-05-31$0
Other income not declared elsewhere2022-05-31$169
Administrative expenses (other) incurred2022-05-31$1,061
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-05-31No
Value of net income/loss2022-05-31$10,509
Value of net assets at end of year (total assets less liabilities)2022-05-31$837,257
Value of net assets at beginning of year (total assets less liabilities)2022-05-31$826,748
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-05-31No
Were any leases to which the plan was party in default or uncollectible2022-05-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-05-31$362,260
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-05-31$378,361
Interest on participant loans2022-05-31$946
Interest earned on other investments2022-05-31$2,963
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-05-31$452,517
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-05-31$425,028
Expenses. Payments to insurance carriers foe the provision of benefits2022-05-31$0
Net investment gain/loss from pooled separate accounts2022-05-31$-24,974
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-05-31No
Was there a failure to transmit to the plan any participant contributions2022-05-31No
Has the plan failed to provide any benefit when due under the plan2022-05-31No
Contributions received in cash from employer2022-05-31$53,145
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-05-31$25,316
Did the plan have assets held for investment2022-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-05-31No
Opinion of an independent qualified public accountant for this plan2022-05-31Disclaimer
2020 : EMPLOYEE BENEFIT PLAN OF ST. MARTIN, IBERIA, LAFAYETTE COMMUNITY ACTION AGE 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-05-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-05-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-05-31$0
Total income from all sources (including contributions)2020-05-31$58,327
Total loss/gain on sale of assets2020-05-31$0
Total of all expenses incurred2020-05-31$219,483
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-05-31$217,308
Expenses. Certain deemed distributions of participant loans2020-05-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-05-31$23,818
Value of total assets at end of year2020-05-31$715,293
Value of total assets at beginning of year2020-05-31$876,449
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-05-31$2,175
Total interest from all sources2020-05-31$8,980
Total dividends received (eg from common stock, registered investment company shares)2020-05-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-05-31No
Was this plan covered by a fidelity bond2020-05-31Yes
Value of fidelity bond cover2020-05-31$250,000
If this is an individual account plan, was there a blackout period2020-05-31No
Were there any nonexempt tranactions with any party-in-interest2020-05-31No
Contributions received from participants2020-05-31$8,184
Participant contributions at end of year2020-05-31$46,250
Participant contributions at beginning of year2020-05-31$39,169
Income. Received or receivable in cash from other sources (including rollovers)2020-05-31$0
Other income not declared elsewhere2020-05-31$0
Administrative expenses (other) incurred2020-05-31$2,175
Total non interest bearing cash at end of year2020-05-31$0
Total non interest bearing cash at beginning of year2020-05-31$8,201
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-05-31No
Value of net income/loss2020-05-31$-161,156
Value of net assets at end of year (total assets less liabilities)2020-05-31$715,293
Value of net assets at beginning of year (total assets less liabilities)2020-05-31$876,449
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-05-31No
Were any leases to which the plan was party in default or uncollectible2020-05-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-05-31$256,566
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-05-31$323,176
Interest on participant loans2020-05-31$1,945
Interest earned on other investments2020-05-31$7,035
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-05-31$412,477
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-05-31$505,903
Expenses. Payments to insurance carriers foe the provision of benefits2020-05-31$0
Net investment gain/loss from pooled separate accounts2020-05-31$25,529
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-05-31No
Was there a failure to transmit to the plan any participant contributions2020-05-31No
Has the plan failed to provide any benefit when due under the plan2020-05-31No
Contributions received in cash from employer2020-05-31$15,634
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-05-31$217,308
Did the plan have assets held for investment2020-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-05-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-05-31Yes
Opinion of an independent qualified public accountant for this plan2020-05-31Disclaimer
Accountancy firm name2020-05-31WRIGHT MOORE DEHART, DUPUIS & HUTCH
Accountancy firm EIN2020-05-31721108576
2019 : EMPLOYEE BENEFIT PLAN OF ST. MARTIN, IBERIA, LAFAYETTE COMMUNITY ACTION AGE 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-05-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-05-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-05-31$0
Total income from all sources (including contributions)2019-05-31$41,308
Total loss/gain on sale of assets2019-05-31$0
Total of all expenses incurred2019-05-31$383,612
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-05-31$381,401
Expenses. Certain deemed distributions of participant loans2019-05-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-05-31$24,773
Value of total assets at end of year2019-05-31$876,449
Value of total assets at beginning of year2019-05-31$1,218,753
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-05-31$2,211
Total interest from all sources2019-05-31$8,829
Total dividends received (eg from common stock, registered investment company shares)2019-05-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-05-31No
Was this plan covered by a fidelity bond2019-05-31Yes
Value of fidelity bond cover2019-05-31$250,000
If this is an individual account plan, was there a blackout period2019-05-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-05-31$0
Were there any nonexempt tranactions with any party-in-interest2019-05-31No
Contributions received from participants2019-05-31$6,672
Participant contributions at end of year2019-05-31$39,169
Participant contributions at beginning of year2019-05-31$70,784
Income. Received or receivable in cash from other sources (including rollovers)2019-05-31$29
Other income not declared elsewhere2019-05-31$0
Administrative expenses (other) incurred2019-05-31$2,211
Total non interest bearing cash at end of year2019-05-31$8,201
Total non interest bearing cash at beginning of year2019-05-31$8,046
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-05-31No
Value of net income/loss2019-05-31$-342,304
Value of net assets at end of year (total assets less liabilities)2019-05-31$876,449
Value of net assets at beginning of year (total assets less liabilities)2019-05-31$1,218,753
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-05-31No
Were any leases to which the plan was party in default or uncollectible2019-05-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-05-31$323,176
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-05-31$518,903
Interest on participant loans2019-05-31$1,957
Interest earned on other investments2019-05-31$6,872
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-05-31$505,903
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-05-31$621,020
Expenses. Payments to insurance carriers foe the provision of benefits2019-05-31$0
Net investment gain/loss from pooled separate accounts2019-05-31$7,706
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-05-31No
Was there a failure to transmit to the plan any participant contributions2019-05-31Yes
Has the plan failed to provide any benefit when due under the plan2019-05-31No
Contributions received in cash from employer2019-05-31$18,072
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-05-31$381,401
Did the plan have assets held for investment2019-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-05-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-05-31Yes
Opinion of an independent qualified public accountant for this plan2019-05-31Disclaimer
Accountancy firm name2019-05-31CHAMPAGNE & COMPANY, LLC
Accountancy firm EIN2019-05-31823254622
2018 : EMPLOYEE BENEFIT PLAN OF ST. MARTIN, IBERIA, LAFAYETTE COMMUNITY ACTION AGE 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-05-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-05-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-05-31$0
Total income from all sources (including contributions)2018-05-31$509,057
Total loss/gain on sale of assets2018-05-31$0
Total of all expenses incurred2018-05-31$1,991,165
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-05-31$1,987,194
Expenses. Certain deemed distributions of participant loans2018-05-31$208
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-05-31$394,965
Value of total assets at end of year2018-05-31$1,218,753
Value of total assets at beginning of year2018-05-31$2,700,861
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-05-31$3,763
Total interest from all sources2018-05-31$15,036
Total dividends received (eg from common stock, registered investment company shares)2018-05-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-05-31No
Was this plan covered by a fidelity bond2018-05-31Yes
Value of fidelity bond cover2018-05-31$250,000
If this is an individual account plan, was there a blackout period2018-05-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-05-31$0
Were there any nonexempt tranactions with any party-in-interest2018-05-31No
Contributions received from participants2018-05-31$24,524
Participant contributions at end of year2018-05-31$70,784
Participant contributions at beginning of year2018-05-31$175,755
Income. Received or receivable in cash from other sources (including rollovers)2018-05-31$70
Other income not declared elsewhere2018-05-31$0
Administrative expenses (other) incurred2018-05-31$3,763
Total non interest bearing cash at end of year2018-05-31$8,046
Total non interest bearing cash at beginning of year2018-05-31$7,963
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-05-31No
Value of net income/loss2018-05-31$-1,482,108
Value of net assets at end of year (total assets less liabilities)2018-05-31$1,218,753
Value of net assets at beginning of year (total assets less liabilities)2018-05-31$2,700,861
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-05-31No
Were any leases to which the plan was party in default or uncollectible2018-05-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-05-31$518,903
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-05-31$923,296
Interest on participant loans2018-05-31$3,290
Interest earned on other investments2018-05-31$11,746
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-05-31$621,020
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-05-31$1,593,847
Expenses. Payments to insurance carriers foe the provision of benefits2018-05-31$0
Net investment gain/loss from pooled separate accounts2018-05-31$99,056
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-05-31No
Was there a failure to transmit to the plan any participant contributions2018-05-31No
Has the plan failed to provide any benefit when due under the plan2018-05-31No
Contributions received in cash from employer2018-05-31$370,371
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-05-31$1,987,194
Did the plan have assets held for investment2018-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-05-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-05-31Yes
Opinion of an independent qualified public accountant for this plan2018-05-31Disclaimer
Accountancy firm name2018-05-31CHAMPAGNE & COMPANY, LLC
Accountancy firm EIN2018-05-31823254622
2017 : EMPLOYEE BENEFIT PLAN OF ST. MARTIN, IBERIA, LAFAYETTE COMMUNITY ACTION AGE 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-05-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-05-31$16,427
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-05-31$10,845
Total income from all sources (including contributions)2017-05-31$448,325
Total loss/gain on sale of assets2017-05-31$0
Total of all expenses incurred2017-05-31$182,387
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-05-31$172,526
Expenses. Certain deemed distributions of participant loans2017-05-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-05-31$339,779
Value of total assets at end of year2017-05-31$2,684,434
Value of total assets at beginning of year2017-05-31$2,412,914
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-05-31$9,861
Total interest from all sources2017-05-31$22,813
Total dividends received (eg from common stock, registered investment company shares)2017-05-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-05-31No
Was this plan covered by a fidelity bond2017-05-31Yes
Value of fidelity bond cover2017-05-31$250,000
If this is an individual account plan, was there a blackout period2017-05-31No
Were there any nonexempt tranactions with any party-in-interest2017-05-31No
Contributions received from participants2017-05-31$120,065
Participant contributions at end of year2017-05-31$175,755
Participant contributions at beginning of year2017-05-31$165,055
Income. Received or receivable in cash from other sources (including rollovers)2017-05-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-05-31$16,427
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-05-31$10,845
Other income not declared elsewhere2017-05-31$-18,235
Administrative expenses (other) incurred2017-05-31$9,861
Total non interest bearing cash at end of year2017-05-31$7,963
Total non interest bearing cash at beginning of year2017-05-31$7,937
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-05-31No
Value of net income/loss2017-05-31$265,938
Value of net assets at end of year (total assets less liabilities)2017-05-31$2,668,007
Value of net assets at beginning of year (total assets less liabilities)2017-05-31$2,402,069
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-05-31No
Were any leases to which the plan was party in default or uncollectible2017-05-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-05-31$923,296
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-05-31$737,447
Interest on participant loans2017-05-31$7,519
Interest earned on other investments2017-05-31$15,294
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-05-31$1,577,420
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-05-31$1,502,475
Expenses. Payments to insurance carriers foe the provision of benefits2017-05-31$0
Net investment gain/loss from pooled separate accounts2017-05-31$103,968
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-05-31No
Was there a failure to transmit to the plan any participant contributions2017-05-31Yes
Has the plan failed to provide any benefit when due under the plan2017-05-31No
Contributions received in cash from employer2017-05-31$219,714
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-05-31$172,526
Did the plan have assets held for investment2017-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-05-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-05-31Yes
Opinion of an independent qualified public accountant for this plan2017-05-31Disclaimer
Accountancy firm name2017-05-31KOLDER, CHAMPAGNE, SLAVEN & CO, LLC
Accountancy firm EIN2017-05-31721369868
2016 : EMPLOYEE BENEFIT PLAN OF ST. MARTIN, IBERIA, LAFAYETTE COMMUNITY ACTION AGE 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-05-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-05-31$10,845
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-05-31$10,382
Total income from all sources (including contributions)2016-05-31$306,422
Total loss/gain on sale of assets2016-05-31$0
Total of all expenses incurred2016-05-31$354,916
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-05-31$349,994
Expenses. Certain deemed distributions of participant loans2016-05-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-05-31$301,316
Value of total assets at end of year2016-05-31$2,412,914
Value of total assets at beginning of year2016-05-31$2,460,945
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-05-31$4,922
Total interest from all sources2016-05-31$21,773
Total dividends received (eg from common stock, registered investment company shares)2016-05-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-05-31No
Was this plan covered by a fidelity bond2016-05-31Yes
Value of fidelity bond cover2016-05-31$250,000
If this is an individual account plan, was there a blackout period2016-05-31No
Were there any nonexempt tranactions with any party-in-interest2016-05-31No
Contributions received from participants2016-05-31$79,051
Participant contributions at end of year2016-05-31$165,055
Participant contributions at beginning of year2016-05-31$146,739
Income. Received or receivable in cash from other sources (including rollovers)2016-05-31$18,510
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-05-31$10,845
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-05-31$10,382
Other income not declared elsewhere2016-05-31$340
Administrative expenses (other) incurred2016-05-31$4,922
Total non interest bearing cash at end of year2016-05-31$7,937
Total non interest bearing cash at beginning of year2016-05-31$7,927
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-05-31No
Value of net income/loss2016-05-31$-48,494
Value of net assets at end of year (total assets less liabilities)2016-05-31$2,402,069
Value of net assets at beginning of year (total assets less liabilities)2016-05-31$2,450,563
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-05-31No
Were any leases to which the plan was party in default or uncollectible2016-05-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-05-31$737,447
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-05-31$720,721
Interest on participant loans2016-05-31$6,504
Interest earned on other investments2016-05-31$15,269
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-05-31$1,502,475
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-05-31$1,585,558
Expenses. Payments to insurance carriers foe the provision of benefits2016-05-31$0
Net investment gain/loss from pooled separate accounts2016-05-31$-17,007
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-05-31No
Was there a failure to transmit to the plan any participant contributions2016-05-31Yes
Has the plan failed to provide any benefit when due under the plan2016-05-31No
Contributions received in cash from employer2016-05-31$203,755
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-05-31$349,994
Did the plan have assets held for investment2016-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-05-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-05-31Yes
Opinion of an independent qualified public accountant for this plan2016-05-31Disclaimer
Accountancy firm name2016-05-31KOLDER CHAMPAGNE SLAVEN & CO, LLC
Accountancy firm EIN2016-05-31721369868
2015 : EMPLOYEE BENEFIT PLAN OF ST. MARTIN, IBERIA, LAFAYETTE COMMUNITY ACTION AGE 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-05-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-05-31$10,382
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-05-31$5,345
Total income from all sources (including contributions)2015-05-31$486,384
Total loss/gain on sale of assets2015-05-31$0
Total of all expenses incurred2015-05-31$320,582
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-05-31$309,528
Expenses. Certain deemed distributions of participant loans2015-05-31$10,602
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-05-31$446,621
Value of total assets at end of year2015-05-31$2,460,945
Value of total assets at beginning of year2015-05-31$2,290,106
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-05-31$452
Total interest from all sources2015-05-31$21,253
Total dividends received (eg from common stock, registered investment company shares)2015-05-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-05-31No
Was this plan covered by a fidelity bond2015-05-31Yes
Value of fidelity bond cover2015-05-31$250,000
If this is an individual account plan, was there a blackout period2015-05-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-05-31$0
Were there any nonexempt tranactions with any party-in-interest2015-05-31No
Contributions received from participants2015-05-31$93,372
Participant contributions at end of year2015-05-31$146,739
Participant contributions at beginning of year2015-05-31$157,493
Income. Received or receivable in cash from other sources (including rollovers)2015-05-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-05-31$10,382
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-05-31$5,345
Other income not declared elsewhere2015-05-31$0
Administrative expenses (other) incurred2015-05-31$452
Total non interest bearing cash at end of year2015-05-31$7,927
Total non interest bearing cash at beginning of year2015-05-31$7,924
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-05-31No
Value of net income/loss2015-05-31$165,802
Value of net assets at end of year (total assets less liabilities)2015-05-31$2,450,563
Value of net assets at beginning of year (total assets less liabilities)2015-05-31$2,284,761
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-05-31No
Were any leases to which the plan was party in default or uncollectible2015-05-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-05-31$720,721
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-05-31$640,222
Interest on participant loans2015-05-31$5,663
Interest earned on other investments2015-05-31$15,590
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-05-31$1,585,558
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-05-31$1,484,467
Expenses. Payments to insurance carriers foe the provision of benefits2015-05-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-05-31$-40,959
Net investment gain/loss from pooled separate accounts2015-05-31$59,469
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-05-31No
Was there a failure to transmit to the plan any participant contributions2015-05-31No
Has the plan failed to provide any benefit when due under the plan2015-05-31No
Contributions received in cash from employer2015-05-31$353,249
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-05-31$309,528
Did the plan have assets held for investment2015-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-05-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-05-31Yes
Opinion of an independent qualified public accountant for this plan2015-05-31Disclaimer
Accountancy firm name2015-05-31KOLDER, CHAMPAGNE, SLAVEN & COMPANY
Accountancy firm EIN2015-05-31721369868
2014 : EMPLOYEE BENEFIT PLAN OF ST. MARTIN, IBERIA, LAFAYETTE COMMUNITY ACTION AGE 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-05-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-05-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-05-31$0
Total income from all sources (including contributions)2014-05-31$495,076
Total loss/gain on sale of assets2014-05-31$0
Total of all expenses incurred2014-05-31$382,449
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-05-31$286,168
Expenses. Certain deemed distributions of participant loans2014-05-31$2,582
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-05-31$321,632
Value of total assets at end of year2014-05-31$2,279,600
Value of total assets at beginning of year2014-05-31$2,166,973
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-05-31$93,699
Total interest from all sources2014-05-31$20,703
Total dividends received (eg from common stock, registered investment company shares)2014-05-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-05-31No
Was this plan covered by a fidelity bond2014-05-31Yes
Value of fidelity bond cover2014-05-31$250,000
If this is an individual account plan, was there a blackout period2014-05-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-05-31$0
Were there any nonexempt tranactions with any party-in-interest2014-05-31No
Contributions received from participants2014-05-31$91,724
Participant contributions at end of year2014-05-31$154,911
Participant contributions at beginning of year2014-05-31$148,504
Income. Received or receivable in cash from other sources (including rollovers)2014-05-31$0
Other income not declared elsewhere2014-05-31$69,366
Administrative expenses (other) incurred2014-05-31$93,699
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-05-31No
Value of net income/loss2014-05-31$112,627
Value of net assets at end of year (total assets less liabilities)2014-05-31$2,279,600
Value of net assets at beginning of year (total assets less liabilities)2014-05-31$2,166,973
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-05-31No
Were any leases to which the plan was party in default or uncollectible2014-05-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-05-31$640,222
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-05-31$559,748
Interest on participant loans2014-05-31$5,950
Interest earned on other investments2014-05-31$14,753
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-05-31$1,484,467
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-05-31$1,458,721
Expenses. Payments to insurance carriers foe the provision of benefits2014-05-31$0
Net investment gain/loss from pooled separate accounts2014-05-31$83,375
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-05-31No
Was there a failure to transmit to the plan any participant contributions2014-05-31No
Has the plan failed to provide any benefit when due under the plan2014-05-31No
Contributions received in cash from employer2014-05-31$229,908
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-05-31$286,168
Did the plan have assets held for investment2014-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-05-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-05-31Yes
Opinion of an independent qualified public accountant for this plan2014-05-31Disclaimer
Accountancy firm name2014-05-31KOLDER, CHAMPAGNE, SLAVEN & COMPANY
Accountancy firm EIN2014-05-31721369868
2013 : EMPLOYEE BENEFIT PLAN OF ST. MARTIN, IBERIA, LAFAYETTE COMMUNITY ACTION AGE 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-05-31$10,910
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-05-31$28,928
Total income from all sources (including contributions)2013-05-31$489,810
Total of all expenses incurred2013-05-31$218,294
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-05-31$216,616
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-05-31$343,876
Value of total assets at end of year2013-05-31$2,747,013
Value of total assets at beginning of year2013-05-31$2,493,515
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-05-31$1,678
Total interest from all sources2013-05-31$24,890
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-05-31No
Was this plan covered by a fidelity bond2013-05-31Yes
Value of fidelity bond cover2013-05-31$250,000
Were there any nonexempt tranactions with any party-in-interest2013-05-31No
Contributions received from participants2013-05-31$96,829
Participant contributions at end of year2013-05-31$148,504
Participant contributions at beginning of year2013-05-31$131,339
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-05-31$10,910
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-05-31$28,928
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-05-31No
Value of net income/loss2013-05-31$271,516
Value of net assets at end of year (total assets less liabilities)2013-05-31$2,736,103
Value of net assets at beginning of year (total assets less liabilities)2013-05-31$2,464,587
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-05-31No
Were any leases to which the plan was party in default or uncollectible2013-05-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-05-31$559,748
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-05-31$432,730
Interest on participant loans2013-05-31$4,796
Value of interest in common/collective trusts at end of year2013-05-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-05-31$7,921
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-05-31$7,917
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-05-31$7,917
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-05-31$20,094
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-05-31$1,458,721
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-05-31$1,365,106
Net investment gain/loss from pooled separate accounts2013-05-31$121,044
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-05-31No
Was there a failure to transmit to the plan any participant contributions2013-05-31No
Has the plan failed to provide any benefit when due under the plan2013-05-31No
Contributions received in cash from employer2013-05-31$247,047
Employer contributions (assets) at end of year2013-05-31$572,119
Employer contributions (assets) at beginning of year2013-05-31$556,423
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-05-31$216,616
Contract administrator fees2013-05-31$1,678
Did the plan have assets held for investment2013-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-05-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-05-31Yes
Opinion of an independent qualified public accountant for this plan2013-05-31Disclaimer
Accountancy firm name2013-05-31KOLDER, CHAMPAGNE, SLAVEN & COMPANY
Accountancy firm EIN2013-05-31721369868
2012 : EMPLOYEE BENEFIT PLAN OF ST. MARTIN, IBERIA, LAFAYETTE COMMUNITY ACTION AGE 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-05-31$28,928
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-05-31$25,657
Total income from all sources (including contributions)2012-05-31$355,525
Total loss/gain on sale of assets2012-05-31$-40,528
Total of all expenses incurred2012-05-31$274,525
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-05-31$273,849
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-05-31$367,004
Value of total assets at end of year2012-05-31$2,493,515
Value of total assets at beginning of year2012-05-31$2,409,244
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-05-31$676
Total interest from all sources2012-05-31$29,049
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-05-31No
Was this plan covered by a fidelity bond2012-05-31Yes
Value of fidelity bond cover2012-05-31$250,000
Were there any nonexempt tranactions with any party-in-interest2012-05-31No
Contributions received from participants2012-05-31$101,112
Participant contributions at end of year2012-05-31$131,339
Participant contributions at beginning of year2012-05-31$99,221
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-05-31$28,928
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-05-31$25,657
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-05-31No
Value of net income/loss2012-05-31$81,000
Value of net assets at end of year (total assets less liabilities)2012-05-31$2,464,587
Value of net assets at beginning of year (total assets less liabilities)2012-05-31$2,383,587
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-05-31No
Were any leases to which the plan was party in default or uncollectible2012-05-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-05-31$432,730
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-05-31$485,615
Interest on participant loans2012-05-31$4,156
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-05-31$7,917
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-05-31$7,912
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-05-31$7,912
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-05-31$24,893
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-05-31$1,365,106
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-05-31$1,302,211
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-05-31No
Was there a failure to transmit to the plan any participant contributions2012-05-31No
Has the plan failed to provide any benefit when due under the plan2012-05-31No
Contributions received in cash from employer2012-05-31$265,892
Employer contributions (assets) at end of year2012-05-31$556,423
Employer contributions (assets) at beginning of year2012-05-31$514,285
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-05-31$273,849
Contract administrator fees2012-05-31$676
Did the plan have assets held for investment2012-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-05-31No
Aggregate proceeds on sale of assets2012-05-31$-40,528
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-05-31Yes
Opinion of an independent qualified public accountant for this plan2012-05-31Disclaimer
Accountancy firm name2012-05-31KOLDER, CHAMPAGNE, SLAVEN & COMPANY
Accountancy firm EIN2012-05-31721369868
2011 : EMPLOYEE BENEFIT PLAN OF ST. MARTIN, IBERIA, LAFAYETTE COMMUNITY ACTION AGE 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-05-31$25,657
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-05-31$19,460
Total income from all sources (including contributions)2011-05-31$483,017
Total loss/gain on sale of assets2011-05-31$69,289
Total of all expenses incurred2011-05-31$102,494
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-05-31$101,744
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-05-31$381,985
Value of total assets at end of year2011-05-31$2,409,244
Value of total assets at beginning of year2011-05-31$2,022,524
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-05-31$750
Total interest from all sources2011-05-31$28,271
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-05-31No
Was this plan covered by a fidelity bond2011-05-31Yes
Value of fidelity bond cover2011-05-31$250,000
Were there any nonexempt tranactions with any party-in-interest2011-05-31No
Contributions received from participants2011-05-31$107,974
Participant contributions at end of year2011-05-31$99,221
Participant contributions at beginning of year2011-05-31$84,254
Assets. Other investments not covered elsewhere at end of year2011-05-31$485,615
Assets. Other investments not covered elsewhere at beginning of year2011-05-31$357,372
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-05-31$25,657
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-05-31$19,460
Other income not declared elsewhere2011-05-31$3,472
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-05-31No
Value of net income/loss2011-05-31$380,523
Value of net assets at end of year (total assets less liabilities)2011-05-31$2,383,587
Value of net assets at beginning of year (total assets less liabilities)2011-05-31$2,003,064
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-05-31No
Were any leases to which the plan was party in default or uncollectible2011-05-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-05-31$7,912
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-05-31$77,850
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-05-31$77,850
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-05-31$28,271
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-05-31$1,302,211
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-05-31$1,128,809
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-05-31No
Was there a failure to transmit to the plan any participant contributions2011-05-31No
Has the plan failed to provide any benefit when due under the plan2011-05-31No
Contributions received in cash from employer2011-05-31$274,011
Employer contributions (assets) at end of year2011-05-31$514,285
Employer contributions (assets) at beginning of year2011-05-31$374,239
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-05-31$101,744
Contract administrator fees2011-05-31$750
Did the plan have assets held for investment2011-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-05-31No
Aggregate proceeds on sale of assets2011-05-31$69,289
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-05-31Yes
Opinion of an independent qualified public accountant for this plan2011-05-31Disclaimer
Accountancy firm name2011-05-31KOLDER, CHAMPAGNE, SLAVEN & COMPANY
Accountancy firm EIN2011-05-31721369868

Form 5500 Responses for EMPLOYEE BENEFIT PLAN OF ST. MARTIN, IBERIA, LAFAYETTE COMMUNITY ACTION AGE

2019: EMPLOYEE BENEFIT PLAN OF ST. MARTIN, IBERIA, LAFAYETTE COMMUNITY ACTION AGE 2019 form 5500 responses
2019-06-01Type of plan entitySingle employer plan
2019-06-01Submission has been amendedNo
2019-06-01This submission is the final filingNo
2019-06-01This return/report is a short plan year return/report (less than 12 months)No
2019-06-01Plan is a collectively bargained planNo
2019-06-01Plan funding arrangement – InsuranceYes
2019-06-01Plan benefit arrangement – InsuranceYes
2018: EMPLOYEE BENEFIT PLAN OF ST. MARTIN, IBERIA, LAFAYETTE COMMUNITY ACTION AGE 2018 form 5500 responses
2018-06-01Type of plan entitySingle employer plan
2018-06-01Submission has been amendedNo
2018-06-01This submission is the final filingNo
2018-06-01This return/report is a short plan year return/report (less than 12 months)No
2018-06-01Plan is a collectively bargained planNo
2018-06-01Plan funding arrangement – InsuranceYes
2018-06-01Plan benefit arrangement – InsuranceYes
2017: EMPLOYEE BENEFIT PLAN OF ST. MARTIN, IBERIA, LAFAYETTE COMMUNITY ACTION AGE 2017 form 5500 responses
2017-06-01Type of plan entitySingle employer plan
2017-06-01Submission has been amendedYes
2017-06-01This submission is the final filingNo
2017-06-01This return/report is a short plan year return/report (less than 12 months)No
2017-06-01Plan is a collectively bargained planNo
2017-06-01Plan funding arrangement – InsuranceYes
2017-06-01Plan benefit arrangement – InsuranceYes
2016: EMPLOYEE BENEFIT PLAN OF ST. MARTIN, IBERIA, LAFAYETTE COMMUNITY ACTION AGE 2016 form 5500 responses
2016-06-01Type of plan entitySingle employer plan
2016-06-01Submission has been amendedNo
2016-06-01This submission is the final filingNo
2016-06-01This return/report is a short plan year return/report (less than 12 months)No
2016-06-01Plan is a collectively bargained planNo
2016-06-01Plan funding arrangement – InsuranceYes
2016-06-01Plan funding arrangement – TrustYes
2016-06-01Plan benefit arrangement – InsuranceYes
2015: EMPLOYEE BENEFIT PLAN OF ST. MARTIN, IBERIA, LAFAYETTE COMMUNITY ACTION AGE 2015 form 5500 responses
2015-06-01Type of plan entitySingle employer plan
2015-06-01Submission has been amendedNo
2015-06-01This submission is the final filingNo
2015-06-01This return/report is a short plan year return/report (less than 12 months)No
2015-06-01Plan is a collectively bargained planNo
2015-06-01Plan funding arrangement – InsuranceYes
2015-06-01Plan funding arrangement – TrustYes
2015-06-01Plan benefit arrangement – InsuranceYes
2014: EMPLOYEE BENEFIT PLAN OF ST. MARTIN, IBERIA, LAFAYETTE COMMUNITY ACTION AGE 2014 form 5500 responses
2014-06-01Type of plan entitySingle employer plan
2014-06-01Submission has been amendedNo
2014-06-01This submission is the final filingNo
2014-06-01This return/report is a short plan year return/report (less than 12 months)No
2014-06-01Plan is a collectively bargained planNo
2014-06-01Plan funding arrangement – InsuranceYes
2014-06-01Plan funding arrangement – TrustYes
2014-06-01Plan benefit arrangement – InsuranceYes
2013: EMPLOYEE BENEFIT PLAN OF ST. MARTIN, IBERIA, LAFAYETTE COMMUNITY ACTION AGE 2013 form 5500 responses
2013-06-01Type of plan entitySingle employer plan
2013-06-01Submission has been amendedNo
2013-06-01This submission is the final filingNo
2013-06-01This return/report is a short plan year return/report (less than 12 months)No
2013-06-01Plan is a collectively bargained planNo
2013-06-01Plan funding arrangement – InsuranceYes
2013-06-01Plan funding arrangement – TrustYes
2013-06-01Plan benefit arrangement – InsuranceYes
2012: EMPLOYEE BENEFIT PLAN OF ST. MARTIN, IBERIA, LAFAYETTE COMMUNITY ACTION AGE 2012 form 5500 responses
2012-06-01Type of plan entitySingle employer plan
2012-06-01Plan funding arrangement – InsuranceYes
2012-06-01Plan benefit arrangement – InsuranceYes
2011: EMPLOYEE BENEFIT PLAN OF ST. MARTIN, IBERIA, LAFAYETTE COMMUNITY ACTION AGE 2011 form 5500 responses
2011-06-01Type of plan entitySingle employer plan
2011-06-01Plan funding arrangement – InsuranceYes
2011-06-01Plan benefit arrangement – InsuranceYes
2010: EMPLOYEE BENEFIT PLAN OF ST. MARTIN, IBERIA, LAFAYETTE COMMUNITY ACTION AGE 2010 form 5500 responses
2010-06-01Type of plan entitySingle employer plan
2010-06-01Plan funding arrangement – InsuranceYes
2010-06-01Plan benefit arrangement – InsuranceYes
2009: EMPLOYEE BENEFIT PLAN OF ST. MARTIN, IBERIA, LAFAYETTE COMMUNITY ACTION AGE 2009 form 5500 responses
2009-06-01Type of plan entitySingle employer plan
2009-06-01Plan funding arrangement – InsuranceYes
2009-06-01Plan 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 number054509K
Policy instance 1
Insurance contract or identification number054509K
Number of Individuals Covered334
Insurance policy start date2021-06-01
Insurance policy end date2022-05-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $182
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 Administration1
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 $0
Amount paid for insurance broker fees182
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number054509K
Policy instance 1
Insurance contract or identification number054509K
Number of Individuals Covered262
Insurance policy start date2018-06-01
Insurance policy end date2019-05-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,844
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 Administration1
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 $0
Amount paid for insurance broker fees1844
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number054509K
Policy instance 1
Insurance contract or identification number054509K
Number of Individuals Covered293
Insurance policy start date2017-06-01
Insurance policy end date2018-05-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $399
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 Administration1
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 number054509K
Policy instance 1
Insurance contract or identification number054509K
Number of Individuals Covered493
Insurance policy start date2015-06-01
Insurance policy end date2016-05-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $2,021
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 Administration1
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 $0
Amount paid for insurance broker fees2021
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker nameNEW ORLEANS REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number054509K
Policy instance 1
Insurance contract or identification number054509K
Number of Individuals Covered508
Insurance policy start date2014-06-01
Insurance policy end date2015-05-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $574
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 Administration1
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 $0
Amount paid for insurance broker fees574
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker nameNEW ORLEANS REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number054509K
Policy instance 1
Insurance contract or identification number054509K
Number of Individuals Covered527
Insurance policy start date2013-06-01
Insurance policy end date2014-05-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $559
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 Administration1
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 $0
Amount paid for insurance broker fees559
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker nameNEW ORLEANS REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number054509-K
Policy instance 1
Insurance contract or identification number054509-K
Number of Individuals Covered520
Insurance policy start date2012-06-01
Insurance policy end date2013-05-31
Total amount of fees paid to insurance companyUSD $139
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees5
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 number054509-K
Policy instance 1
Insurance contract or identification number054509-K
Number of Individuals Covered495
Insurance policy start date2011-06-01
Insurance policy end date2012-05-31
Total amount of fees paid to insurance companyUSD $219
Contracts With Unallocated Funds Deposit Administration1
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 number054509-K
Policy instance 1
Insurance contract or identification number054509-K
Number of Individuals Covered454
Insurance policy start date2010-06-01
Insurance policy end date2011-05-31
Total amount of fees paid to insurance companyUSD $455
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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