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EMPLOYEE BENEFIT PLAN OF WORKERS ASSISTANCE PROGRAM 401k Plan overview

Plan NameEMPLOYEE BENEFIT PLAN OF WORKERS ASSISTANCE PROGRAM
Plan identification number 003

EMPLOYEE BENEFIT PLAN OF WORKERS ASSISTANCE PROGRAM Benefits

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

401k Sponsoring company profile

WORKERS ASSISTANCE PROGRAM has sponsored the creation of one or more 401k plans.

Company Name:WORKERS ASSISTANCE PROGRAM
Employer identification number (EIN):741847991
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EMPLOYEE BENEFIT PLAN OF WORKERS ASSISTANCE PROGRAM

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-09-01MELISSA HOLT2024-06-07
0032021-09-01MELISSA HOLT2023-06-15
0032020-09-01MARIE ALSTON2022-03-30
0032017-09-01DWAYNE SMETZER2019-06-12
0032016-09-01DEBRA S ELLISON2018-06-15
0032016-09-01DEBRA S ELLISON2018-06-15
0032015-09-01DEBRA S ELLISON2017-01-24
0032014-09-01DEBRA S ELLISON2016-03-10 DEBRA S ELLISON2016-03-10
0032013-09-01DEBRA ELLISON2015-06-15 DEBRA ELLISON2015-06-15
0032012-09-01DEBRA ELLISON2015-06-15 DEBRA ELLISON2015-06-15
0032011-09-01TERRENCE R COWAN TERRENCE R COWAN2013-04-01
0032010-09-01TERREMCE R. COWAN TERRENCE R. COWAN2012-08-23

Financial Data on EMPLOYEE BENEFIT PLAN OF WORKERS ASSISTANCE PROGRAM

Measure Date Value
2025 : EMPLOYEE BENEFIT PLAN OF WORKERS ASSISTANCE PROGRAM 2025 401k financial data
Total liabilities as of the end of the plan year2025-07-090
Total liabilities as of the beginning of the plan year2025-07-090
Total expenses incurred by plan in this plan year2025-07-09301
Net assets as of the end of the plan year2025-07-093501002
Total assets as of the beginning of the plan year2025-07-093376428
Value of plan covered by a fidelity bond2025-07-091000000
Participant contributions to plan in this plan year2025-07-0933332
Value of participant loans at end of plan year2025-07-0962835
Other expenses paid from plan in this plan year2025-07-090
Other contributions to plan in this plan year2025-07-090
Other income to plan in this plan year2025-07-0935922
Plan net income in this plan year2025-07-09124574
Net assets as of the end of the plan year2025-07-093501002
Net assets as of the beginning of the plan year2025-07-093376428
Employer contributions to plan in this plan year2025-07-0955621
Fees paid to broker by Benefit Provider2025-07-093528
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-09301
Total liabilities as of the beginning of the plan year2025-06-120
Total expenses incurred by plan in this plan year2025-06-1263535
Net assets as of the end of the plan year2025-06-123376428
Total assets as of the beginning of the plan year2025-06-122649023
Value of plan covered by a fidelity bond2025-06-121000000
Participant contributions to plan in this plan year2025-06-12116411
Value of participant loans at end of plan year2025-06-1268837
Other expenses paid from plan in this plan year2025-06-120
Other contributions to plan in this plan year2025-06-120
Other income to plan in this plan year2025-06-12489871
Plan net income in this plan year2025-06-12727405
Net assets as of the end of the plan year2025-06-123376428
Net assets as of the beginning of the plan year2025-06-122649023
Employer contributions to plan in this plan year2025-06-12184658
Fees paid to broker by Benefit Provider2025-06-127252
Expensese paid to adminstrative service provicers from plan in this plan year2025-06-12730
2012 : EMPLOYEE BENEFIT PLAN OF WORKERS ASSISTANCE PROGRAM 2012 401k financial data
Transfers to/from the plan2012-08-31$0
Total plan liabilities at end of year2012-08-31$0
Total plan liabilities at beginning of year2012-08-31$0
Total income from all sources2012-08-31$329,042
Expenses. Total of all expenses incurred2012-08-31$143,876
Benefits paid (including direct rollovers)2012-08-31$114,117
Total plan assets at end of year2012-08-31$1,485,855
Total plan assets at beginning of year2012-08-31$1,300,689
Value of fidelity bond covering the plan2012-08-31$200,000
Total contributions received or receivable from participants2012-08-31$60,082
Expenses. Other expenses not covered elsewhere2012-08-31$29,759
Contributions received from other sources (not participants or employers)2012-08-31$24,151
Other income received2012-08-31$90,764
Net income (gross income less expenses)2012-08-31$185,166
Net plan assets at end of year (total assets less liabilities)2012-08-31$1,485,855
Net plan assets at beginning of year (total assets less liabilities)2012-08-31$1,300,689
Assets. Value of participant loans2012-08-31$16,905
Total contributions received or receivable from employer(s)2012-08-31$154,045
Value of certain deemed distributions of participant loans2012-08-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-08-31$0
2011 : EMPLOYEE BENEFIT PLAN OF WORKERS ASSISTANCE PROGRAM 2011 401k financial data
Total income from all sources2011-08-31$301,442
Expenses. Total of all expenses incurred2011-08-31$47,240
Benefits paid (including direct rollovers)2011-08-31$27,104
Total plan assets at end of year2011-08-31$1,300,689
Total plan assets at beginning of year2011-08-31$1,046,487
Value of fidelity bond covering the plan2011-08-31$200,000
Total contributions received or receivable from participants2011-08-31$56,720
Expenses. Other expenses not covered elsewhere2011-08-31$20,136
Contributions received from other sources (not participants or employers)2011-08-31$14,168
Other income received2011-08-31$88,542
Noncash contributions received2011-08-31$0
Net income (gross income less expenses)2011-08-31$254,202
Net plan assets at end of year (total assets less liabilities)2011-08-31$1,300,689
Net plan assets at beginning of year (total assets less liabilities)2011-08-31$1,046,487
Total contributions received or receivable from employer(s)2011-08-31$142,012
Value of certain deemed distributions of participant loans2011-08-31$0
Value of corrective distributions2011-08-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-08-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-08-31$0

Form 5500 Responses for EMPLOYEE BENEFIT PLAN OF WORKERS ASSISTANCE PROGRAM

2011: EMPLOYEE BENEFIT PLAN OF WORKERS ASSISTANCE PROGRAM 2011 form 5500 responses
2011-09-01Type of plan entitySingle employer plan
2011-09-01Submission has been amendedNo
2011-09-01This submission is the final filingNo
2011-09-01This return/report is a short plan year return/report (less than 12 months)No
2011-09-01Plan is a collectively bargained planNo
2011-09-01Plan funding arrangement – InsuranceYes
2011-09-01Plan funding arrangement – TrustYes
2011-09-01Plan benefit arrangement – InsuranceYes
2010: EMPLOYEE BENEFIT PLAN OF WORKERS ASSISTANCE PROGRAM 2010 form 5500 responses
2010-09-01Type of plan entitySingle employer plan
2010-09-01Submission has been amendedNo
2010-09-01This submission is the final filingNo
2010-09-01This return/report is a short plan year return/report (less than 12 months)No
2010-09-01Plan is a collectively bargained planNo
2010-09-01Plan funding arrangement – InsuranceYes
2010-09-01Plan funding arrangement – TrustYes
2010-09-01Plan 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 number056805C
Policy instance 1
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number056805C
Policy instance 1

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