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403(B) THRIFT PLAN OF QUAD AREA COMMUNITY ACTION AGENCY,INC. 401k Plan overview

Plan Name403(B) THRIFT PLAN OF QUAD AREA COMMUNITY ACTION AGENCY,INC.
Plan identification number 001

403(B) THRIFT PLAN OF QUAD AREA COMMUNITY ACTION AGENCY,INC. Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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

QUAD AREA COMMUNITY ACTION AGENCY, INC. has sponsored the creation of one or more 401k plans.

Company Name:QUAD AREA COMMUNITY ACTION AGENCY, INC.
Employer identification number (EIN):720796570
NAIC Classification:624200

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 403(B) THRIFT PLAN OF QUAD AREA COMMUNITY ACTION AGENCY,INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-10-01
0012021-10-01
0012020-10-01
0012020-10-01
0012019-10-01
0012019-10-01
0012018-10-01
0012017-10-01
0012016-10-01WALLACE SIBLEY, EXECUTIVE DIRECTOR WALLACE SIBLEY, EXECUTIVE DIRECTOR2018-07-16
0012015-10-01WALLACE SIBLEY, EXECUTIVE DIRECTOR WALLACE SIBLEY, EXECUTIVE DIRECTOR2017-07-05
0012014-10-01WALLACE SIBLEY, EXECUTIVE DIRECTOR
0012013-10-01WALLACE SIBLEY , EXECUTIVE DIRECTOR
0012012-10-01WALLACE SIBLEY , EXECUTIVE DIRECTOR WALLACE SIBLEY , EXECUTIVE DIRECTOR2014-07-08
0012011-10-01WALLACE SIBLEY
0012010-10-01WALLACE SIBLEY WALLACE SIBLEY2012-07-05
0012009-10-01WALLACE SIBLEY WALLACE SIBLEY2011-07-14

Plan Statistics for 403(B) THRIFT PLAN OF QUAD AREA COMMUNITY ACTION AGENCY,INC.

401k plan membership statisitcs for 403(B) THRIFT PLAN OF QUAD AREA COMMUNITY ACTION AGENCY,INC.

Measure Date Value
2021: 403(B) THRIFT PLAN OF QUAD AREA COMMUNITY ACTION AGENCY,INC. 2021 401k membership
Total participants, beginning-of-year2021-10-01143
Total number of active participants reported on line 7a of the Form 55002021-10-01109
Number of retired or separated participants receiving benefits2021-10-010
Number of other retired or separated participants entitled to future benefits2021-10-0135
Total of all active and inactive participants2021-10-01144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-10-010
Total participants2021-10-01144
Number of participants with account balances2021-10-01127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-10-013
2020: 403(B) THRIFT PLAN OF QUAD AREA COMMUNITY ACTION AGENCY,INC. 2020 401k membership
Total participants, beginning-of-year2020-10-01133
Total number of active participants reported on line 7a of the Form 55002020-10-01117
Number of retired or separated participants receiving benefits2020-10-010
Number of other retired or separated participants entitled to future benefits2020-10-0122
Total of all active and inactive participants2020-10-01139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-10-014
Total participants2020-10-01143
Number of participants with account balances2020-10-01130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-10-012
2019: 403(B) THRIFT PLAN OF QUAD AREA COMMUNITY ACTION AGENCY,INC. 2019 401k membership
Total participants, beginning-of-year2019-10-01133
Total number of active participants reported on line 7a of the Form 55002019-10-01106
Number of retired or separated participants receiving benefits2019-10-010
Number of other retired or separated participants entitled to future benefits2019-10-0123
Total of all active and inactive participants2019-10-01129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-10-014
Total participants2019-10-01133
Number of participants with account balances2019-10-01121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-10-014
2018: 403(B) THRIFT PLAN OF QUAD AREA COMMUNITY ACTION AGENCY,INC. 2018 401k membership
Total participants, beginning-of-year2018-10-01132
Total number of active participants reported on line 7a of the Form 55002018-10-01109
Number of retired or separated participants receiving benefits2018-10-010
Number of other retired or separated participants entitled to future benefits2018-10-0120
Total of all active and inactive participants2018-10-01129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-10-014
Total participants2018-10-01133
Number of participants with account balances2018-10-01125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-10-011
2017: 403(B) THRIFT PLAN OF QUAD AREA COMMUNITY ACTION AGENCY,INC. 2017 401k membership
Total participants, beginning-of-year2017-10-01133
Total number of active participants reported on line 7a of the Form 55002017-10-01110
Number of retired or separated participants receiving benefits2017-10-010
Number of other retired or separated participants entitled to future benefits2017-10-0119
Total of all active and inactive participants2017-10-01129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-10-013
Total participants2017-10-01132
Number of participants with account balances2017-10-01125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-10-014
2016: 403(B) THRIFT PLAN OF QUAD AREA COMMUNITY ACTION AGENCY,INC. 2016 401k membership
Total participants, beginning-of-year2016-10-01129
Total number of active participants reported on line 7a of the Form 55002016-10-01111
Number of retired or separated participants receiving benefits2016-10-010
Number of other retired or separated participants entitled to future benefits2016-10-0119
Total of all active and inactive participants2016-10-01130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-10-013
Total participants2016-10-01133
Number of participants with account balances2016-10-01126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-10-015
2015: 403(B) THRIFT PLAN OF QUAD AREA COMMUNITY ACTION AGENCY,INC. 2015 401k membership
Total participants, beginning-of-year2015-10-01130
Total number of active participants reported on line 7a of the Form 55002015-10-01111
Number of retired or separated participants receiving benefits2015-10-010
Number of other retired or separated participants entitled to future benefits2015-10-0115
Total of all active and inactive participants2015-10-01126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-10-013
Total participants2015-10-01129
Number of participants with account balances2015-10-01129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-10-019
2014: 403(B) THRIFT PLAN OF QUAD AREA COMMUNITY ACTION AGENCY,INC. 2014 401k membership
Total participants, beginning-of-year2014-10-01132
Total number of active participants reported on line 7a of the Form 55002014-10-01110
Number of retired or separated participants receiving benefits2014-10-010
Number of other retired or separated participants entitled to future benefits2014-10-0119
Total of all active and inactive participants2014-10-01129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-10-011
Total participants2014-10-01130
Number of participants with account balances2014-10-01130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-10-0114
2013: 403(B) THRIFT PLAN OF QUAD AREA COMMUNITY ACTION AGENCY,INC. 2013 401k membership
Total participants, beginning-of-year2013-10-01133
Total number of active participants reported on line 7a of the Form 55002013-10-01112
Number of retired or separated participants receiving benefits2013-10-010
Number of other retired or separated participants entitled to future benefits2013-10-0118
Total of all active and inactive participants2013-10-01130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-10-012
Total participants2013-10-01132
Number of participants with account balances2013-10-01132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-10-012
2012: 403(B) THRIFT PLAN OF QUAD AREA COMMUNITY ACTION AGENCY,INC. 2012 401k membership
Total participants, beginning-of-year2012-10-01128
Total number of active participants reported on line 7a of the Form 55002012-10-01111
Number of retired or separated participants receiving benefits2012-10-010
Number of other retired or separated participants entitled to future benefits2012-10-0120
Total of all active and inactive participants2012-10-01131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-10-012
Total participants2012-10-01133
Number of participants with account balances2012-10-01133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-10-012
2011: 403(B) THRIFT PLAN OF QUAD AREA COMMUNITY ACTION AGENCY,INC. 2011 401k membership
Total participants, beginning-of-year2011-10-01136
Total number of active participants reported on line 7a of the Form 55002011-10-01105
Number of retired or separated participants receiving benefits2011-10-010
Number of other retired or separated participants entitled to future benefits2011-10-0121
Total of all active and inactive participants2011-10-01126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-10-012
Total participants2011-10-01128
Number of participants with account balances2011-10-01128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-10-015
2010: 403(B) THRIFT PLAN OF QUAD AREA COMMUNITY ACTION AGENCY,INC. 2010 401k membership
Total participants, beginning-of-year2010-10-01145
Total number of active participants reported on line 7a of the Form 55002010-10-01117
Number of retired or separated participants receiving benefits2010-10-010
Number of other retired or separated participants entitled to future benefits2010-10-0117
Total of all active and inactive participants2010-10-01134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-10-012
Total participants2010-10-01136
Number of participants with account balances2010-10-01136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-10-016
2009: 403(B) THRIFT PLAN OF QUAD AREA COMMUNITY ACTION AGENCY,INC. 2009 401k membership
Total participants, beginning-of-year2009-10-01136
Total number of active participants reported on line 7a of the Form 55002009-10-01128
Number of retired or separated participants receiving benefits2009-10-010
Number of other retired or separated participants entitled to future benefits2009-10-0115
Total of all active and inactive participants2009-10-01143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-10-012
Total participants2009-10-01145
Number of participants with account balances2009-10-01144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-10-012

Financial Data on 403(B) THRIFT PLAN OF QUAD AREA COMMUNITY ACTION AGENCY,INC.

Measure Date Value
2022 : 403(B) THRIFT PLAN OF QUAD AREA COMMUNITY ACTION AGENCY,INC. 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-09-30$0
Total unrealized appreciation/depreciation of assets2022-09-30$0
Total transfer of assets to this plan2022-09-30$-291
Total transfer of assets from this plan2022-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-09-30$0
Total income from all sources (including contributions)2022-09-30$-271,695
Total loss/gain on sale of assets2022-09-30$0
Total of all expenses incurred2022-09-30$181,790
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-09-30$180,791
Expenses. Certain deemed distributions of participant loans2022-09-30$0
Value of total corrective distributions2022-09-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-09-30$286,752
Value of total assets at end of year2022-09-30$3,379,893
Value of total assets at beginning of year2022-09-30$3,833,669
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-09-30$999
Total interest from all sources2022-09-30$4,523
Total dividends received (eg from common stock, registered investment company shares)2022-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2022-09-30$0
Assets. Real estate other than employer real property at end of year2022-09-30$0
Assets. Real estate other than employer real property at beginning of year2022-09-30$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2022-09-30$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2022-09-30$0
Was this plan covered by a fidelity bond2022-09-30Yes
Value of fidelity bond cover2022-09-30$400,000
If this is an individual account plan, was there a blackout period2022-09-30No
Were there any nonexempt tranactions with any party-in-interest2022-09-30No
Contributions received from participants2022-09-30$141,007
Participant contributions at end of year2022-09-30$0
Participant contributions at beginning of year2022-09-30$0
Participant contributions at end of year2022-09-30$0
Participant contributions at beginning of year2022-09-30$0
Assets. Other investments not covered elsewhere at end of year2022-09-30$0
Assets. Other investments not covered elsewhere at beginning of year2022-09-30$0
Income. Received or receivable in cash from other sources (including rollovers)2022-09-30$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-09-30$0
Assets. Loans (other than to participants) at end of year2022-09-30$0
Assets. Loans (other than to participants) at beginning of year2022-09-30$0
Other income not declared elsewhere2022-09-30$0
Administrative expenses (other) incurred2022-09-30$999
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-09-30No
Income. Non cash contributions2022-09-30$0
Value of net income/loss2022-09-30$-453,485
Value of net assets at end of year (total assets less liabilities)2022-09-30$3,379,893
Value of net assets at beginning of year (total assets less liabilities)2022-09-30$3,833,669
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-09-30No
Were any leases to which the plan was party in default or uncollectible2022-09-30No
Assets. partnership/joint venture interests at end of year2022-09-30$0
Assets. partnership/joint venture interests at beginning of year2022-09-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-09-30$2,340,124
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-09-30$2,787,151
Interest on participant loans2022-09-30$0
Income. Interest from loans (other than to participants)2022-09-30$0
Interest earned on other investments2022-09-30$4,523
Income. Interest from US Government securities2022-09-30$0
Income. Interest from corporate debt instruments2022-09-30$0
Value of interest in master investment trust accounts at end of year2022-09-30$0
Value of interest in master investment trust accounts at beginning of year2022-09-30$0
Value of interest in common/collective trusts at end of year2022-09-30$0
Value of interest in common/collective trusts at beginning of year2022-09-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-09-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-09-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-09-30$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-09-30$0
Assets. Value of investments in 103.12 investment entities at end of year2022-09-30$0
Assets. Value of investments in 103.12 investment entities at beginning of year2022-09-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-09-30$1,039,769
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-09-30$1,046,518
Expenses. Payments to insurance carriers foe the provision of benefits2022-09-30$0
Asset value of US Government securities at end of year2022-09-30$0
Asset value of US Government securities at beginning of year2022-09-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-09-30$0
Net investment gain/loss from pooled separate accounts2022-09-30$-562,970
Net investment gain or loss from common/collective trusts2022-09-30$0
Net gain/loss from 103.12 investment entities2022-09-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-09-30No
Was there a failure to transmit to the plan any participant contributions2022-09-30No
Has the plan failed to provide any benefit when due under the plan2022-09-30No
Contributions received in cash from employer2022-09-30$145,745
Employer contributions (assets) at end of year2022-09-30$0
Employer contributions (assets) at beginning of year2022-09-30$0
Income. Dividends from preferred stock2022-09-30$0
Income. Dividends from common stock2022-09-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-09-30$180,791
Asset. Corporate debt instrument preferred debt at end of year2022-09-30$0
Asset. Corporate debt instrument preferred debt at beginning of year2022-09-30$0
Asset. Corporate debt instrument debt (other) at end of year2022-09-30$0
Asset. Corporate debt instrument debt (other) at beginning of year2022-09-30$0
Assets. Corporate common stocks other than exployer securities at end of year2022-09-30$0
Assets. Corporate common stocks other than exployer securities at beginning of year2022-09-30$0
Did the plan have assets held for investment2022-09-30No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-09-30No
Aggregate proceeds on sale of assets2022-09-30$0
Aggregate carrying amount (costs) on sale of assets2022-09-30$0
Opinion of an independent qualified public accountant for this plan2022-09-30Unqualified
Accountancy firm name2022-09-30POSTLETHWAITE AND NETTERVILLE, APAC
Accountancy firm EIN2022-09-30721202445
2021 : 403(B) THRIFT PLAN OF QUAD AREA COMMUNITY ACTION AGENCY,INC. 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-09-30$0
Total income from all sources (including contributions)2021-09-30$1,181,833
Total loss/gain on sale of assets2021-09-30$0
Total of all expenses incurred2021-09-30$589,829
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-09-30$588,669
Expenses. Certain deemed distributions of participant loans2021-09-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-09-30$313,773
Value of total assets at end of year2021-09-30$3,833,669
Value of total assets at beginning of year2021-09-30$3,241,665
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-09-30$1,160
Total interest from all sources2021-09-30$9,872
Total dividends received (eg from common stock, registered investment company shares)2021-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-09-30No
Was this plan covered by a fidelity bond2021-09-30Yes
Value of fidelity bond cover2021-09-30$280,000
If this is an individual account plan, was there a blackout period2021-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-09-30$0
Were there any nonexempt tranactions with any party-in-interest2021-09-30No
Contributions received from participants2021-09-30$135,047
Income. Received or receivable in cash from other sources (including rollovers)2021-09-30$43,542
Other income not declared elsewhere2021-09-30$237,240
Administrative expenses (other) incurred2021-09-30$1,160
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-09-30No
Value of net income/loss2021-09-30$592,004
Value of net assets at end of year (total assets less liabilities)2021-09-30$3,833,669
Value of net assets at beginning of year (total assets less liabilities)2021-09-30$3,241,665
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-09-30No
Were any leases to which the plan was party in default or uncollectible2021-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-09-30$2,787,151
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-09-30$2,487,334
Interest on participant loans2021-09-30$0
Interest earned on other investments2021-09-30$9,872
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-09-30$1,046,518
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-09-30$754,331
Expenses. Payments to insurance carriers foe the provision of benefits2021-09-30$0
Net investment gain/loss from pooled separate accounts2021-09-30$620,948
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-09-30No
Was there a failure to transmit to the plan any participant contributions2021-09-30No
Has the plan failed to provide any benefit when due under the plan2021-09-30No
Contributions received in cash from employer2021-09-30$135,184
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-09-30$588,669
Did the plan have assets held for investment2021-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-09-30No
Opinion of an independent qualified public accountant for this plan2021-09-30Disclaimer
Accountancy firm name2021-09-30POSTLETHWAITE AND NETTERVILLE
Accountancy firm EIN2021-09-30721202445
2020 : 403(B) THRIFT PLAN OF QUAD AREA COMMUNITY ACTION AGENCY,INC. 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-09-30$0
Total income from all sources (including contributions)2020-09-30$551,698
Total loss/gain on sale of assets2020-09-30$0
Total of all expenses incurred2020-09-30$135,655
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-09-30$134,430
Expenses. Certain deemed distributions of participant loans2020-09-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-09-30$261,010
Value of total assets at end of year2020-09-30$3,241,665
Value of total assets at beginning of year2020-09-30$2,825,622
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-09-30$1,225
Total interest from all sources2020-09-30$9,030
Total dividends received (eg from common stock, registered investment company shares)2020-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-09-30No
Was this plan covered by a fidelity bond2020-09-30Yes
Value of fidelity bond cover2020-09-30$280,000
If this is an individual account plan, was there a blackout period2020-09-30No
Were there any nonexempt tranactions with any party-in-interest2020-09-30No
Contributions received from participants2020-09-30$130,591
Income. Received or receivable in cash from other sources (including rollovers)2020-09-30$0
Other income not declared elsewhere2020-09-30$0
Administrative expenses (other) incurred2020-09-30$1,225
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-09-30No
Value of net income/loss2020-09-30$416,043
Value of net assets at end of year (total assets less liabilities)2020-09-30$3,241,665
Value of net assets at beginning of year (total assets less liabilities)2020-09-30$2,825,622
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-09-30No
Were any leases to which the plan was party in default or uncollectible2020-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-09-30$2,487,334
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-09-30$2,090,735
Interest on participant loans2020-09-30$0
Interest earned on other investments2020-09-30$9,030
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-09-30$754,331
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-09-30$734,887
Expenses. Payments to insurance carriers foe the provision of benefits2020-09-30$0
Net investment gain/loss from pooled separate accounts2020-09-30$281,658
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-09-30No
Was there a failure to transmit to the plan any participant contributions2020-09-30No
Has the plan failed to provide any benefit when due under the plan2020-09-30No
Contributions received in cash from employer2020-09-30$130,419
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-09-30$134,430
Did the plan have assets held for investment2020-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-09-30Yes
Opinion of an independent qualified public accountant for this plan2020-09-30Disclaimer
Accountancy firm name2020-09-30POSTLETHWAITE AND NETTERVILLE
Accountancy firm EIN2020-09-30721202445
2019 : 403(B) THRIFT PLAN OF QUAD AREA COMMUNITY ACTION AGENCY,INC. 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-09-30$0
Total income from all sources (including contributions)2019-09-30$284,310
Total loss/gain on sale of assets2019-09-30$0
Total of all expenses incurred2019-09-30$254,867
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-09-30$253,594
Expenses. Certain deemed distributions of participant loans2019-09-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-09-30$264,148
Value of total assets at end of year2019-09-30$2,825,622
Value of total assets at beginning of year2019-09-30$2,796,179
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-09-30$1,273
Total interest from all sources2019-09-30$11,377
Total dividends received (eg from common stock, registered investment company shares)2019-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-09-30No
Was this plan covered by a fidelity bond2019-09-30Yes
Value of fidelity bond cover2019-09-30$280,000
If this is an individual account plan, was there a blackout period2019-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-09-30$0
Were there any nonexempt tranactions with any party-in-interest2019-09-30No
Contributions received from participants2019-09-30$135,494
Income. Received or receivable in cash from other sources (including rollovers)2019-09-30$0
Other income not declared elsewhere2019-09-30$0
Administrative expenses (other) incurred2019-09-30$1,273
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-09-30No
Value of net income/loss2019-09-30$29,443
Value of net assets at end of year (total assets less liabilities)2019-09-30$2,825,622
Value of net assets at beginning of year (total assets less liabilities)2019-09-30$2,796,179
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-09-30No
Were any leases to which the plan was party in default or uncollectible2019-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-09-30$2,090,735
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-09-30$2,084,312
Interest on participant loans2019-09-30$0
Interest earned on other investments2019-09-30$11,377
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-09-30$734,887
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-09-30$711,867
Expenses. Payments to insurance carriers foe the provision of benefits2019-09-30$0
Net investment gain/loss from pooled separate accounts2019-09-30$8,785
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-09-30No
Was there a failure to transmit to the plan any participant contributions2019-09-30No
Has the plan failed to provide any benefit when due under the plan2019-09-30No
Contributions received in cash from employer2019-09-30$128,654
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-09-30$253,594
Did the plan have assets held for investment2019-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-09-30Yes
Opinion of an independent qualified public accountant for this plan2019-09-30Disclaimer
Accountancy firm name2019-09-30POSTLETHWAITE AND NETTERVILLE
Accountancy firm EIN2019-09-30721202445
2018 : 403(B) THRIFT PLAN OF QUAD AREA COMMUNITY ACTION AGENCY,INC. 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-09-30$0
Total income from all sources (including contributions)2018-09-30$501,655
Total loss/gain on sale of assets2018-09-30$0
Total of all expenses incurred2018-09-30$166,917
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-09-30$165,619
Expenses. Certain deemed distributions of participant loans2018-09-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-09-30$270,339
Value of total assets at end of year2018-09-30$2,796,179
Value of total assets at beginning of year2018-09-30$2,461,441
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-09-30$1,298
Total interest from all sources2018-09-30$6,909
Total dividends received (eg from common stock, registered investment company shares)2018-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-09-30No
Was this plan covered by a fidelity bond2018-09-30Yes
Value of fidelity bond cover2018-09-30$280,000
If this is an individual account plan, was there a blackout period2018-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-09-30$0
Were there any nonexempt tranactions with any party-in-interest2018-09-30No
Contributions received from participants2018-09-30$131,183
Income. Received or receivable in cash from other sources (including rollovers)2018-09-30$10,055
Other income not declared elsewhere2018-09-30$0
Administrative expenses (other) incurred2018-09-30$1,298
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-09-30No
Value of net income/loss2018-09-30$334,738
Value of net assets at end of year (total assets less liabilities)2018-09-30$2,796,179
Value of net assets at beginning of year (total assets less liabilities)2018-09-30$2,461,441
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-09-30No
Were any leases to which the plan was party in default or uncollectible2018-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-09-30$2,084,312
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-09-30$1,796,849
Interest on participant loans2018-09-30$0
Interest earned on other investments2018-09-30$6,909
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-09-30$711,867
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-09-30$664,592
Expenses. Payments to insurance carriers foe the provision of benefits2018-09-30$0
Net investment gain/loss from pooled separate accounts2018-09-30$224,407
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-09-30No
Was there a failure to transmit to the plan any participant contributions2018-09-30No
Has the plan failed to provide any benefit when due under the plan2018-09-30No
Contributions received in cash from employer2018-09-30$129,101
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-09-30$165,619
Did the plan have assets held for investment2018-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-09-30Yes
Opinion of an independent qualified public accountant for this plan2018-09-30Disclaimer
Accountancy firm name2018-09-30POSTLETHWAITE AND NETTERVILLE
Accountancy firm EIN2018-09-30721202445
2017 : 403(B) THRIFT PLAN OF QUAD AREA COMMUNITY ACTION AGENCY,INC. 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-09-30$0
Total income from all sources (including contributions)2017-09-30$487,127
Total loss/gain on sale of assets2017-09-30$0
Total of all expenses incurred2017-09-30$302,716
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-09-30$301,358
Expenses. Certain deemed distributions of participant loans2017-09-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-09-30$237,273
Value of total assets at end of year2017-09-30$2,461,441
Value of total assets at beginning of year2017-09-30$2,277,030
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-09-30$1,358
Total interest from all sources2017-09-30$6,097
Total dividends received (eg from common stock, registered investment company shares)2017-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-09-30No
Was this plan covered by a fidelity bond2017-09-30Yes
Value of fidelity bond cover2017-09-30$160,000
If this is an individual account plan, was there a blackout period2017-09-30No
Were there any nonexempt tranactions with any party-in-interest2017-09-30No
Contributions received from participants2017-09-30$111,372
Income. Received or receivable in cash from other sources (including rollovers)2017-09-30$0
Other income not declared elsewhere2017-09-30$0
Administrative expenses (other) incurred2017-09-30$1,358
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-09-30No
Value of net income/loss2017-09-30$184,411
Value of net assets at end of year (total assets less liabilities)2017-09-30$2,461,441
Value of net assets at beginning of year (total assets less liabilities)2017-09-30$2,277,030
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-09-30No
Were any leases to which the plan was party in default or uncollectible2017-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-09-30$1,796,849
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-09-30$1,722,991
Interest on participant loans2017-09-30$0
Interest earned on other investments2017-09-30$6,097
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-09-30$664,592
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-09-30$554,039
Expenses. Payments to insurance carriers foe the provision of benefits2017-09-30$0
Net investment gain/loss from pooled separate accounts2017-09-30$243,757
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-09-30No
Was there a failure to transmit to the plan any participant contributions2017-09-30No
Has the plan failed to provide any benefit when due under the plan2017-09-30No
Contributions received in cash from employer2017-09-30$125,901
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-09-30$301,358
Did the plan have assets held for investment2017-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-09-30Yes
Opinion of an independent qualified public accountant for this plan2017-09-30Disclaimer
Accountancy firm name2017-09-30POSTLETHWAITE AND NETTERVILLE
Accountancy firm EIN2017-09-30721202445
2016 : 403(B) THRIFT PLAN OF QUAD AREA COMMUNITY ACTION AGENCY,INC. 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-09-30$0
Total income from all sources (including contributions)2016-09-30$427,603
Total loss/gain on sale of assets2016-09-30$0
Total of all expenses incurred2016-09-30$218,007
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-09-30$216,698
Expenses. Certain deemed distributions of participant loans2016-09-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-09-30$245,139
Value of total assets at end of year2016-09-30$2,277,030
Value of total assets at beginning of year2016-09-30$2,067,434
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-09-30$1,309
Total interest from all sources2016-09-30$5,376
Total dividends received (eg from common stock, registered investment company shares)2016-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-09-30No
Was this plan covered by a fidelity bond2016-09-30Yes
Value of fidelity bond cover2016-09-30$100,000
If this is an individual account plan, was there a blackout period2016-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-09-30$0
Were there any nonexempt tranactions with any party-in-interest2016-09-30No
Contributions received from participants2016-09-30$115,110
Income. Received or receivable in cash from other sources (including rollovers)2016-09-30$0
Other income not declared elsewhere2016-09-30$0
Administrative expenses (other) incurred2016-09-30$1,309
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-09-30No
Value of net income/loss2016-09-30$209,596
Value of net assets at end of year (total assets less liabilities)2016-09-30$2,277,030
Value of net assets at beginning of year (total assets less liabilities)2016-09-30$2,067,434
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-09-30No
Were any leases to which the plan was party in default or uncollectible2016-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-09-30$1,722,991
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-09-30$1,525,857
Interest on participant loans2016-09-30$0
Interest earned on other investments2016-09-30$5,376
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-09-30$554,039
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-09-30$541,577
Expenses. Payments to insurance carriers foe the provision of benefits2016-09-30$0
Net investment gain/loss from pooled separate accounts2016-09-30$177,088
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-09-30No
Was there a failure to transmit to the plan any participant contributions2016-09-30No
Has the plan failed to provide any benefit when due under the plan2016-09-30No
Contributions received in cash from employer2016-09-30$130,029
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-09-30$216,698
Did the plan have assets held for investment2016-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-09-30Yes
Opinion of an independent qualified public accountant for this plan2016-09-30Disclaimer
Accountancy firm name2016-09-30POSTLETHWAITE AND NETTERVILLE
Accountancy firm EIN2016-09-30721202445
2015 : 403(B) THRIFT PLAN OF QUAD AREA COMMUNITY ACTION AGENCY,INC. 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-09-30$0
Total income from all sources (including contributions)2015-09-30$209,876
Total loss/gain on sale of assets2015-09-30$0
Total of all expenses incurred2015-09-30$264,914
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-09-30$264,280
Expenses. Certain deemed distributions of participant loans2015-09-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-09-30$230,781
Value of total assets at end of year2015-09-30$2,067,434
Value of total assets at beginning of year2015-09-30$2,122,472
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-09-30$634
Total interest from all sources2015-09-30$5,802
Total dividends received (eg from common stock, registered investment company shares)2015-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-09-30No
Was this plan covered by a fidelity bond2015-09-30Yes
Value of fidelity bond cover2015-09-30$100,000
If this is an individual account plan, was there a blackout period2015-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-09-30$0
Were there any nonexempt tranactions with any party-in-interest2015-09-30No
Contributions received from participants2015-09-30$100,155
Income. Received or receivable in cash from other sources (including rollovers)2015-09-30$0
Other income not declared elsewhere2015-09-30$0
Administrative expenses (other) incurred2015-09-30$634
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-09-30No
Value of net income/loss2015-09-30$-55,038
Value of net assets at end of year (total assets less liabilities)2015-09-30$2,067,434
Value of net assets at beginning of year (total assets less liabilities)2015-09-30$2,122,472
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-09-30No
Were any leases to which the plan was party in default or uncollectible2015-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-09-30$1,525,857
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-09-30$1,576,780
Interest on participant loans2015-09-30$0
Interest earned on other investments2015-09-30$5,802
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-09-30$541,577
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-09-30$545,692
Expenses. Payments to insurance carriers foe the provision of benefits2015-09-30$0
Net investment gain/loss from pooled separate accounts2015-09-30$-26,707
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-09-30No
Was there a failure to transmit to the plan any participant contributions2015-09-30No
Has the plan failed to provide any benefit when due under the plan2015-09-30No
Contributions received in cash from employer2015-09-30$130,626
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-09-30$264,280
Did the plan have assets held for investment2015-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-09-30Yes
Opinion of an independent qualified public accountant for this plan2015-09-30Disclaimer
Accountancy firm name2015-09-30POSTLETHWAITE & NETTERVILLE
Accountancy firm EIN2015-09-30720796570
2014 : 403(B) THRIFT PLAN OF QUAD AREA COMMUNITY ACTION AGENCY,INC. 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-09-30$0
Total income from all sources (including contributions)2014-09-30$383,336
Total loss/gain on sale of assets2014-09-30$0
Total of all expenses incurred2014-09-30$115,999
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-09-30$105,043
Expenses. Certain deemed distributions of participant loans2014-09-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-09-30$219,878
Value of total assets at end of year2014-09-30$2,122,472
Value of total assets at beginning of year2014-09-30$1,855,135
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-09-30$10,956
Total interest from all sources2014-09-30$5,395
Total dividends received (eg from common stock, registered investment company shares)2014-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-09-30No
Was this plan covered by a fidelity bond2014-09-30Yes
Value of fidelity bond cover2014-09-30$100,000
If this is an individual account plan, was there a blackout period2014-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-09-30$0
Were there any nonexempt tranactions with any party-in-interest2014-09-30No
Contributions received from participants2014-09-30$93,246
Income. Received or receivable in cash from other sources (including rollovers)2014-09-30$0
Other income not declared elsewhere2014-09-30$0
Administrative expenses (other) incurred2014-09-30$10,956
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-09-30No
Value of net income/loss2014-09-30$267,337
Value of net assets at end of year (total assets less liabilities)2014-09-30$2,122,472
Value of net assets at beginning of year (total assets less liabilities)2014-09-30$1,855,135
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-09-30No
Were any leases to which the plan was party in default or uncollectible2014-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-09-30$1,576,780
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-09-30$1,287,930
Interest on participant loans2014-09-30$0
Interest earned on other investments2014-09-30$5,395
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-09-30$545,692
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-09-30$567,205
Expenses. Payments to insurance carriers foe the provision of benefits2014-09-30$0
Net investment gain/loss from pooled separate accounts2014-09-30$158,063
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-09-30No
Was there a failure to transmit to the plan any participant contributions2014-09-30No
Has the plan failed to provide any benefit when due under the plan2014-09-30No
Contributions received in cash from employer2014-09-30$126,632
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-09-30$105,043
Did the plan have assets held for investment2014-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-09-30Yes
Opinion of an independent qualified public accountant for this plan2014-09-30Disclaimer
Accountancy firm name2014-09-30POSTLEHWAITE & NETTERVILE
Accountancy firm EIN2014-09-30720796570
2013 : 403(B) THRIFT PLAN OF QUAD AREA COMMUNITY ACTION AGENCY,INC. 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-09-30$0
Total income from all sources (including contributions)2013-09-30$408,300
Total loss/gain on sale of assets2013-09-30$0
Total of all expenses incurred2013-09-30$234,402
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-09-30$233,335
Expenses. Certain deemed distributions of participant loans2013-09-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-09-30$220,109
Value of total assets at end of year2013-09-30$1,855,135
Value of total assets at beginning of year2013-09-30$1,681,237
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-09-30$1,067
Total interest from all sources2013-09-30$6,711
Total dividends received (eg from common stock, registered investment company shares)2013-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-09-30No
Was this plan covered by a fidelity bond2013-09-30Yes
Value of fidelity bond cover2013-09-30$100,000
If this is an individual account plan, was there a blackout period2013-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-09-30$0
Were there any nonexempt tranactions with any party-in-interest2013-09-30No
Contributions received from participants2013-09-30$89,995
Income. Received or receivable in cash from other sources (including rollovers)2013-09-30$0
Other income not declared elsewhere2013-09-30$0
Administrative expenses (other) incurred2013-09-30$1,067
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-09-30No
Value of net income/loss2013-09-30$173,898
Value of net assets at end of year (total assets less liabilities)2013-09-30$1,855,135
Value of net assets at beginning of year (total assets less liabilities)2013-09-30$1,681,237
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-09-30No
Were any leases to which the plan was party in default or uncollectible2013-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-09-30$1,287,930
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-09-30$1,145,703
Interest on participant loans2013-09-30$0
Interest earned on other investments2013-09-30$6,711
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-09-30$567,205
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-09-30$535,534
Expenses. Payments to insurance carriers foe the provision of benefits2013-09-30$0
Net investment gain/loss from pooled separate accounts2013-09-30$181,480
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-09-30No
Was there a failure to transmit to the plan any participant contributions2013-09-30No
Has the plan failed to provide any benefit when due under the plan2013-09-30No
Contributions received in cash from employer2013-09-30$130,114
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-09-30$233,335
Did the plan have assets held for investment2013-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-09-30Yes
Opinion of an independent qualified public accountant for this plan2013-09-30Disclaimer
Accountancy firm name2013-09-30POSTLEHWAITE & NETTERVILE
Accountancy firm EIN2013-09-30720796570
2012 : 403(B) THRIFT PLAN OF QUAD AREA COMMUNITY ACTION AGENCY,INC. 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-09-30$0
Total income from all sources (including contributions)2012-09-30$448,733
Total loss/gain on sale of assets2012-09-30$0
Total of all expenses incurred2012-09-30$358,497
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-09-30$348,644
Expenses. Certain deemed distributions of participant loans2012-09-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-09-30$224,111
Value of total assets at end of year2012-09-30$1,681,237
Value of total assets at beginning of year2012-09-30$1,591,001
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-09-30$9,853
Total interest from all sources2012-09-30$11,391
Total dividends received (eg from common stock, registered investment company shares)2012-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-09-30No
Was this plan covered by a fidelity bond2012-09-30Yes
Value of fidelity bond cover2012-09-30$160,000
If this is an individual account plan, was there a blackout period2012-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-09-30$0
Were there any nonexempt tranactions with any party-in-interest2012-09-30No
Contributions received from participants2012-09-30$94,703
Income. Received or receivable in cash from other sources (including rollovers)2012-09-30$0
Other income not declared elsewhere2012-09-30$6,004
Administrative expenses (other) incurred2012-09-30$9,853
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-09-30No
Value of net income/loss2012-09-30$90,236
Value of net assets at end of year (total assets less liabilities)2012-09-30$1,681,237
Value of net assets at beginning of year (total assets less liabilities)2012-09-30$1,591,001
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-09-30No
Were any leases to which the plan was party in default or uncollectible2012-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-09-30$1,145,703
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-09-30$875,570
Interest on participant loans2012-09-30$0
Interest earned on other investments2012-09-30$11,391
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-09-30$535,534
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-09-30$715,431
Expenses. Payments to insurance carriers foe the provision of benefits2012-09-30$0
Net investment gain/loss from pooled separate accounts2012-09-30$207,227
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-09-30No
Was there a failure to transmit to the plan any participant contributions2012-09-30No
Has the plan failed to provide any benefit when due under the plan2012-09-30No
Contributions received in cash from employer2012-09-30$129,408
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-09-30$348,644
Did the plan have assets held for investment2012-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-09-30Yes
Opinion of an independent qualified public accountant for this plan2012-09-30Disclaimer
Accountancy firm name2012-09-30POSTLETHWAITE & NETTERVILLE
Accountancy firm EIN2012-09-30721202445
2011 : 403(B) THRIFT PLAN OF QUAD AREA COMMUNITY ACTION AGENCY,INC. 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-09-30$0
Total income from all sources (including contributions)2011-09-30$266,104
Total loss/gain on sale of assets2011-09-30$0
Total of all expenses incurred2011-09-30$194,397
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-09-30$180,069
Expenses. Certain deemed distributions of participant loans2011-09-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-09-30$247,221
Value of total assets at end of year2011-09-30$1,591,001
Value of total assets at beginning of year2011-09-30$1,519,294
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-09-30$14,328
Total interest from all sources2011-09-30$13,805
Total dividends received (eg from common stock, registered investment company shares)2011-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-09-30No
Was this plan covered by a fidelity bond2011-09-30Yes
Value of fidelity bond cover2011-09-30$160,000
If this is an individual account plan, was there a blackout period2011-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-09-30$0
Were there any nonexempt tranactions with any party-in-interest2011-09-30No
Contributions received from participants2011-09-30$105,663
Income. Received or receivable in cash from other sources (including rollovers)2011-09-30$0
Other income not declared elsewhere2011-09-30$7,335
Administrative expenses (other) incurred2011-09-30$14,328
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-09-30No
Value of net income/loss2011-09-30$71,707
Value of net assets at end of year (total assets less liabilities)2011-09-30$1,591,001
Value of net assets at beginning of year (total assets less liabilities)2011-09-30$1,519,294
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-09-30No
Were any leases to which the plan was party in default or uncollectible2011-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-09-30$875,570
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-09-30$973,468
Interest on participant loans2011-09-30$0
Interest earned on other investments2011-09-30$13,805
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-09-30$715,431
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-09-30$545,826
Expenses. Payments to insurance carriers foe the provision of benefits2011-09-30$0
Net investment gain/loss from pooled separate accounts2011-09-30$-2,257
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-09-30No
Was there a failure to transmit to the plan any participant contributions2011-09-30No
Has the plan failed to provide any benefit when due under the plan2011-09-30No
Contributions received in cash from employer2011-09-30$141,558
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-09-30$180,069
Did the plan have assets held for investment2011-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-09-30Yes
Opinion of an independent qualified public accountant for this plan2011-09-30Disclaimer
Accountancy firm name2011-09-30POSTLETHWAITE & NETTERVILLE
Accountancy firm EIN2011-09-30721202445
2010 : 403(B) THRIFT PLAN OF QUAD AREA COMMUNITY ACTION AGENCY,INC. 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-09-30$0

Form 5500 Responses for 403(B) THRIFT PLAN OF QUAD AREA COMMUNITY ACTION AGENCY,INC.

2021: 403(B) THRIFT PLAN OF QUAD AREA COMMUNITY ACTION AGENCY,INC. 2021 form 5500 responses
2021-10-01Type of plan entitySingle employer plan
2021-10-01Submission has been amendedNo
2021-10-01This submission is the final filingNo
2021-10-01This return/report is a short plan year return/report (less than 12 months)No
2021-10-01Plan is a collectively bargained planNo
2021-10-01Plan funding arrangement – InsuranceYes
2021-10-01Plan benefit arrangement – InsuranceYes
2020: 403(B) THRIFT PLAN OF QUAD AREA COMMUNITY ACTION AGENCY,INC. 2020 form 5500 responses
2020-10-01Type of plan entitySingle employer plan
2020-10-01Submission has been amendedYes
2020-10-01This submission is the final filingNo
2020-10-01This return/report is a short plan year return/report (less than 12 months)No
2020-10-01Plan is a collectively bargained planNo
2020-10-01Plan funding arrangement – InsuranceYes
2020-10-01Plan benefit arrangement – InsuranceYes
2019: 403(B) THRIFT PLAN OF QUAD AREA COMMUNITY ACTION AGENCY,INC. 2019 form 5500 responses
2019-10-01Type of plan entitySingle employer plan
2019-10-01Submission has been amendedYes
2019-10-01This submission is the final filingNo
2019-10-01This return/report is a short plan year return/report (less than 12 months)No
2019-10-01Plan is a collectively bargained planNo
2019-10-01Plan funding arrangement – InsuranceYes
2019-10-01Plan benefit arrangement – InsuranceYes
2018: 403(B) THRIFT PLAN OF QUAD AREA COMMUNITY ACTION AGENCY,INC. 2018 form 5500 responses
2018-10-01Type of plan entitySingle employer plan
2018-10-01Submission has been amendedNo
2018-10-01This submission is the final filingNo
2018-10-01This return/report is a short plan year return/report (less than 12 months)No
2018-10-01Plan is a collectively bargained planNo
2018-10-01Plan funding arrangement – InsuranceYes
2018-10-01Plan benefit arrangement – InsuranceYes
2017: 403(B) THRIFT PLAN OF QUAD AREA COMMUNITY ACTION AGENCY,INC. 2017 form 5500 responses
2017-10-01Type of plan entitySingle employer plan
2017-10-01Submission has been amendedNo
2017-10-01This submission is the final filingNo
2017-10-01This return/report is a short plan year return/report (less than 12 months)No
2017-10-01Plan is a collectively bargained planNo
2017-10-01Plan funding arrangement – InsuranceYes
2017-10-01Plan benefit arrangement – InsuranceYes
2016: 403(B) THRIFT PLAN OF QUAD AREA COMMUNITY ACTION AGENCY,INC. 2016 form 5500 responses
2016-10-01Type of plan entitySingle employer plan
2016-10-01Submission has been amendedNo
2016-10-01This submission is the final filingNo
2016-10-01This return/report is a short plan year return/report (less than 12 months)No
2016-10-01Plan is a collectively bargained planNo
2016-10-01Plan funding arrangement – InsuranceYes
2016-10-01Plan benefit arrangement – InsuranceYes
2015: 403(B) THRIFT PLAN OF QUAD AREA COMMUNITY ACTION AGENCY,INC. 2015 form 5500 responses
2015-10-01Type of plan entitySingle employer plan
2015-10-01Submission has been amendedNo
2015-10-01This submission is the final filingNo
2015-10-01This return/report is a short plan year return/report (less than 12 months)No
2015-10-01Plan is a collectively bargained planNo
2015-10-01Plan funding arrangement – InsuranceYes
2015-10-01Plan benefit arrangement – InsuranceYes
2014: 403(B) THRIFT PLAN OF QUAD AREA COMMUNITY ACTION AGENCY,INC. 2014 form 5500 responses
2014-10-01Type of plan entitySingle employer plan
2014-10-01Submission has been amendedNo
2014-10-01This submission is the final filingNo
2014-10-01This return/report is a short plan year return/report (less than 12 months)No
2014-10-01Plan is a collectively bargained planNo
2014-10-01Plan funding arrangement – InsuranceYes
2014-10-01Plan benefit arrangement – InsuranceYes
2013: 403(B) THRIFT PLAN OF QUAD AREA COMMUNITY ACTION AGENCY,INC. 2013 form 5500 responses
2013-10-01Type of plan entitySingle employer plan
2013-10-01Submission has been amendedNo
2013-10-01This submission is the final filingNo
2013-10-01This return/report is a short plan year return/report (less than 12 months)No
2013-10-01Plan is a collectively bargained planNo
2013-10-01Plan funding arrangement – InsuranceYes
2013-10-01Plan benefit arrangement – InsuranceYes
2012: 403(B) THRIFT PLAN OF QUAD AREA COMMUNITY ACTION AGENCY,INC. 2012 form 5500 responses
2012-10-01Type of plan entitySingle employer plan
2012-10-01Submission has been amendedNo
2012-10-01This submission is the final filingNo
2012-10-01This return/report is a short plan year return/report (less than 12 months)No
2012-10-01Plan is a collectively bargained planNo
2012-10-01Plan funding arrangement – InsuranceYes
2012-10-01Plan benefit arrangement – InsuranceYes
2011: 403(B) THRIFT PLAN OF QUAD AREA COMMUNITY ACTION AGENCY,INC. 2011 form 5500 responses
2011-10-01Type of plan entitySingle employer plan
2011-10-01Submission has been amendedNo
2011-10-01This submission is the final filingNo
2011-10-01This return/report is a short plan year return/report (less than 12 months)No
2011-10-01Plan is a collectively bargained planNo
2011-10-01Plan funding arrangement – InsuranceYes
2011-10-01Plan benefit arrangement – InsuranceYes
2010: 403(B) THRIFT PLAN OF QUAD AREA COMMUNITY ACTION AGENCY,INC. 2010 form 5500 responses
2010-10-01Type of plan entitySingle employer plan
2010-10-01Submission has been amendedNo
2010-10-01This submission is the final filingNo
2010-10-01This return/report is a short plan year return/report (less than 12 months)No
2010-10-01Plan is a collectively bargained planNo
2010-10-01Plan funding arrangement – InsuranceYes
2010-10-01Plan benefit arrangement – InsuranceYes
2009: 403(B) THRIFT PLAN OF QUAD AREA COMMUNITY ACTION AGENCY,INC. 2009 form 5500 responses
2009-10-01Type of plan entitySingle employer plan
2009-10-01Submission has been amendedNo
2009-10-01This submission is the final filingNo
2009-10-01This return/report is a short plan year return/report (less than 12 months)No
2009-10-01Plan is a collectively bargained planNo
2009-10-01Plan funding arrangement – InsuranceYes
2009-10-01Plan 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 number013900B
Policy instance 1
Insurance contract or identification number013900B
Insurance policy start date2021-10-01
Insurance policy end date2022-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit 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 number013900B
Policy instance 1
Insurance contract or identification number013900B
Number of Individuals Covered143
Insurance policy start date2020-10-01
Insurance policy end date2021-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $806
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 fees806
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 number013900B
Policy instance 1
Insurance contract or identification number013900B
Number of Individuals Covered133
Insurance policy start date2019-10-01
Insurance policy end date2020-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $926
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 fees926
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 number013900B
Policy instance 1
Insurance contract or identification number013900B
Number of Individuals Covered133
Insurance policy start date2018-10-01
Insurance policy end date2019-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,052
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 fees1052
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 number013900B
Policy instance 1
Insurance contract or identification number013900B
Number of Individuals Covered132
Insurance policy start date2017-10-01
Insurance policy end date2018-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $283
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 number013900B
Policy instance 1
Insurance contract or identification number013900B
Number of Individuals Covered130
Insurance policy start date2014-10-01
Insurance policy end date2015-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $441
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 fees441
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 number013900B
Policy instance 1
Insurance contract or identification number013900B
Number of Individuals Covered132
Insurance policy start date2013-10-01
Insurance policy end date2014-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $351
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 fees351
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 number013900B
Policy instance 1
Insurance contract or identification number013900B
Number of Individuals Covered133
Insurance policy start date2012-10-01
Insurance policy end date2013-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $86
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 fees43
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker nameROBERT JONES
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number013900B
Policy instance 1
Insurance contract or identification number013900B
Number of Individuals Covered128
Insurance policy start date2011-10-01
Insurance policy end date2012-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $220
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
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number013900B
Policy instance 1
Insurance contract or identification number013900B
Number of Individuals Covered136
Insurance policy start date2010-10-01
Insurance policy end date2011-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $257
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

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