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COMMUNITIES IN SCHOOLS OF CENTRAL TEXAS 403(B) PLAN 401k Plan overview

Plan NameCOMMUNITIES IN SCHOOLS OF CENTRAL TEXAS 403(B) PLAN
Plan identification number 001

COMMUNITIES IN SCHOOLS OF CENTRAL TEXAS 403(B) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.

401k Sponsoring company profile

COMMUNITIES IN SCHOOLS OF CENTRAL TEXAS has sponsored the creation of one or more 401k plans.

Company Name:COMMUNITIES IN SCHOOLS OF CENTRAL TEXAS
Employer identification number (EIN):742369020
NAIC Classification:624100
NAIC Description: Individual and Family Services

Additional information about COMMUNITIES IN SCHOOLS OF CENTRAL TEXAS

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 1985-03-26
Company Identification Number: 0074521101
Legal Registered Office Address: 3000 S INTERSTATE 35 STE 200

AUSTIN
United States of America (USA)
78704

More information about COMMUNITIES IN SCHOOLS OF CENTRAL TEXAS

Form 5500 Filing Information

Submission information for form 5500 for 401k plan COMMUNITIES IN SCHOOLS OF CENTRAL TEXAS 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01WILLIAM PENNY2023-07-25 WILLIAM PENNY2023-07-25
0012021-01-01SHARON VIGIL2022-09-01
0012020-01-01LILIA MILETTI2021-06-24
0012019-01-01LILIA MILETTI2020-10-07
0012018-01-01LILIA MILETTI2020-10-07
0012017-01-01DON KLEIN DON KLEIN2018-10-15
0012017-01-01
0012016-01-01DON KLEIN
0012015-01-01DON KLEIN
0012014-01-01DON KLEIN
0012013-01-01DON KLEIN
0012012-01-01DON KLEIN
0012011-01-01DON KLEIN
0012010-01-01DON KLEIN
0012009-01-01DON KLEIN

Plan Statistics for COMMUNITIES IN SCHOOLS OF CENTRAL TEXAS 403(B) PLAN

401k plan membership statisitcs for COMMUNITIES IN SCHOOLS OF CENTRAL TEXAS 403(B) PLAN

Measure Date Value
2017: COMMUNITIES IN SCHOOLS OF CENTRAL TEXAS 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01144
Total number of active participants reported on line 7a of the Form 55002017-01-010
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-010
Number of participants with account balances2017-01-0172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: COMMUNITIES IN SCHOOLS OF CENTRAL TEXAS 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01148
Total number of active participants reported on line 7a of the Form 55002016-01-0163
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-0163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0163
Number of participants with account balances2016-01-01144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: COMMUNITIES IN SCHOOLS OF CENTRAL TEXAS 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01140
Total number of active participants reported on line 7a of the Form 55002015-01-0166
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-0166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0166
Number of participants with account balances2015-01-01148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: COMMUNITIES IN SCHOOLS OF CENTRAL TEXAS 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01138
Total number of active participants reported on line 7a of the Form 55002014-01-0168
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-0168
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0168
Number of participants with account balances2014-01-01147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: COMMUNITIES IN SCHOOLS OF CENTRAL TEXAS 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01138
Total number of active participants reported on line 7a of the Form 55002013-01-0179
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-0179
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0179
Number of participants with account balances2013-01-01146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: COMMUNITIES IN SCHOOLS OF CENTRAL TEXAS 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01137
Total number of active participants reported on line 7a of the Form 55002012-01-01133
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-01133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01133
Number of participants with account balances2012-01-01147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: COMMUNITIES IN SCHOOLS OF CENTRAL TEXAS 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01158
Total number of active participants reported on line 7a of the Form 55002011-01-01137
Total of all active and inactive participants2011-01-01137
Total participants2011-01-01137
Number of participants with account balances2011-01-01146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: COMMUNITIES IN SCHOOLS OF CENTRAL TEXAS 403(B) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01177
Total number of active participants reported on line 7a of the Form 55002010-01-01158
Total of all active and inactive participants2010-01-01158
Total participants2010-01-01158
Number of participants with account balances2010-01-01155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: COMMUNITIES IN SCHOOLS OF CENTRAL TEXAS 403(B) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01178
Total number of active participants reported on line 7a of the Form 55002009-01-01177
Total of all active and inactive participants2009-01-01177
Total participants2009-01-01177
Number of participants with account balances2009-01-01101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on COMMUNITIES IN SCHOOLS OF CENTRAL TEXAS 403(B) PLAN

Measure Date Value
2017 : COMMUNITIES IN SCHOOLS OF CENTRAL TEXAS 403(B) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets from this plan2017-12-31$1,957,780
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$120,415
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$78,032
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$76,567
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$0
Value of total assets at end of year2017-12-31$585,106
Value of total assets at beginning of year2017-12-31$2,500,503
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$1,465
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$1,465
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$750,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$2,937
Other income not declared elsewhere2017-12-31$836
Total non interest bearing cash at end of year2017-12-31$3,567
Total non interest bearing cash at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$42,383
Value of net assets at end of year (total assets less liabilities)2017-12-31$585,106
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$2,500,503
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in pooled separate accounts at end of year2017-12-31$565,903
Value of interest in pooled separate accounts at beginning of year2017-12-31$2,240,143
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$15,636
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$260,360
Net investment gain/loss from pooled separate accounts2017-12-31$119,579
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Assets. Invements in employer securities at end of year2017-12-31$0
Assets. Invements in employer securities at beginning of year2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$73,630
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31DUNAGAN JACK, LLP
Accountancy firm EIN2017-12-31740981758
2016 : COMMUNITIES IN SCHOOLS OF CENTRAL TEXAS 403(B) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$377,479
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$180,185
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$177,230
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$223,482
Value of total assets at end of year2016-12-31$2,500,503
Value of total assets at beginning of year2016-12-31$2,303,209
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$2,955
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$2,955
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$750,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$149,115
Participant contributions at beginning of year2016-12-31$10,989
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$5,123
Other income not declared elsewhere2016-12-31$2,740
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$197,294
Value of net assets at end of year (total assets less liabilities)2016-12-31$2,500,503
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$2,303,209
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in pooled separate accounts at end of year2016-12-31$2,240,143
Value of interest in pooled separate accounts at beginning of year2016-12-31$2,212,313
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$260,360
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$74,666
Net investment gain/loss from pooled separate accounts2016-12-31$151,257
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$69,244
Employer contributions (assets) at beginning of year2016-12-31$5,241
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$177,230
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31DUNAGAN JACK LLP
Accountancy firm EIN2016-12-31742981758
2015 : COMMUNITIES IN SCHOOLS OF CENTRAL TEXAS 403(B) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$149,505
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$142,651
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$139,636
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$203,556
Value of total assets at end of year2015-12-31$2,303,209
Value of total assets at beginning of year2015-12-31$2,296,355
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$3,015
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$3,015
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$820,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$137,709
Participant contributions at end of year2015-12-31$10,989
Participant contributions at beginning of year2015-12-31$10,278
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$1,052
Other income not declared elsewhere2015-12-31$1,779
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$6,854
Value of net assets at end of year (total assets less liabilities)2015-12-31$2,303,209
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$2,296,355
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in pooled separate accounts at end of year2015-12-31$2,212,313
Value of interest in pooled separate accounts at beginning of year2015-12-31$2,227,208
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$74,666
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$53,550
Net investment gain/loss from pooled separate accounts2015-12-31$-55,830
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$64,795
Employer contributions (assets) at end of year2015-12-31$5,241
Employer contributions (assets) at beginning of year2015-12-31$5,319
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$139,636
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31DUNAGAN JACK LLP
Accountancy firm EIN2015-12-31742981758
2014 : COMMUNITIES IN SCHOOLS OF CENTRAL TEXAS 403(B) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$320,546
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$52,766
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$49,781
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$216,622
Value of total assets at end of year2014-12-31$2,296,355
Value of total assets at beginning of year2014-12-31$2,028,575
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$2,985
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$2,985
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$713,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$145,042
Participant contributions at end of year2014-12-31$10,278
Participant contributions at beginning of year2014-12-31$9,351
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$2,172
Other income not declared elsewhere2014-12-31$1,524
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$267,780
Value of net assets at end of year (total assets less liabilities)2014-12-31$2,296,355
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$2,028,575
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in pooled separate accounts at end of year2014-12-31$2,227,208
Value of interest in pooled separate accounts at beginning of year2014-12-31$1,955,110
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$53,550
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$57,948
Net investment gain/loss from pooled separate accounts2014-12-31$102,400
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$69,408
Employer contributions (assets) at end of year2014-12-31$5,319
Employer contributions (assets) at beginning of year2014-12-31$6,166
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$49,781
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31DUNAGAN JACK LLP
Accountancy firm EIN2014-12-31742981758
2013 : COMMUNITIES IN SCHOOLS OF CENTRAL TEXAS 403(B) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$485,896
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$173,464
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$170,494
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$198,697
Value of total assets at end of year2013-12-31$2,028,575
Value of total assets at beginning of year2013-12-31$1,716,143
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$2,970
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$2,970
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$713,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$121,111
Participant contributions at end of year2013-12-31$9,351
Participant contributions at beginning of year2013-12-31$9,082
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$4,330
Other income not declared elsewhere2013-12-31$1,934
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$312,432
Value of net assets at end of year (total assets less liabilities)2013-12-31$2,028,575
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,716,143
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in pooled separate accounts at end of year2013-12-31$1,955,110
Value of interest in pooled separate accounts at beginning of year2013-12-31$1,635,450
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$57,948
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$65,429
Net investment gain/loss from pooled separate accounts2013-12-31$285,265
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$73,256
Employer contributions (assets) at end of year2013-12-31$6,166
Employer contributions (assets) at beginning of year2013-12-31$6,182
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$170,494
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31DUNAGAN JACK LLP
Accountancy firm EIN2013-12-31742981758
2012 : COMMUNITIES IN SCHOOLS OF CENTRAL TEXAS 403(B) PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$382,482
Total of all expenses incurred2012-12-31$82,387
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$79,417
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$200,052
Value of total assets at end of year2012-12-31$1,716,143
Value of total assets at beginning of year2012-12-31$1,416,048
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$2,970
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$2,970
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$713,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$125,567
Participant contributions at end of year2012-12-31$9,082
Participant contributions at beginning of year2012-12-31$11,034
Assets. Other investments not covered elsewhere at end of year2012-12-31$65,429
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$60,628
Other income not declared elsewhere2012-12-31$2,811
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$300,095
Value of net assets at end of year (total assets less liabilities)2012-12-31$1,716,143
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$1,416,048
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in pooled separate accounts at end of year2012-12-31$1,635,450
Value of interest in pooled separate accounts at beginning of year2012-12-31$1,337,398
Net investment gain/loss from pooled separate accounts2012-12-31$179,619
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$74,485
Employer contributions (assets) at end of year2012-12-31$6,182
Employer contributions (assets) at beginning of year2012-12-31$6,988
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$79,417
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31DUNAGAN JACK LLP
Accountancy firm EIN2012-12-31742981758
2011 : COMMUNITIES IN SCHOOLS OF CENTRAL TEXAS 403(B) PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$166,947
Total of all expenses incurred2011-12-31$264,896
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$261,841
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$248,093
Value of total assets at end of year2011-12-31$1,416,048
Value of total assets at beginning of year2011-12-31$1,513,997
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$3,055
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$154
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$154
Administrative expenses professional fees incurred2011-12-31$3,055
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$152,040
Participant contributions at end of year2011-12-31$11,034
Participant contributions at beginning of year2011-12-31$14,621
Assets. Other investments not covered elsewhere at end of year2011-12-31$60,628
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$16,190
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$10,019
Other income not declared elsewhere2011-12-31$2,547
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-97,949
Value of net assets at end of year (total assets less liabilities)2011-12-31$1,416,048
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$1,513,997
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$223,783
Value of interest in pooled separate accounts at end of year2011-12-31$1,337,398
Value of interest in pooled separate accounts at beginning of year2011-12-31$1,251,803
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$6,076
Net investment gain/loss from pooled separate accounts2011-12-31$-89,923
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$86,034
Employer contributions (assets) at end of year2011-12-31$6,988
Employer contributions (assets) at beginning of year2011-12-31$7,600
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$261,841
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31DUNAGAN JACK LLP
Accountancy firm EIN2011-12-31742981758
2010 : COMMUNITIES IN SCHOOLS OF CENTRAL TEXAS 403(B) PLAN 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$589,964
Total of all expenses incurred2010-12-31$326,065
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$322,687
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$442,809
Value of total assets at end of year2010-12-31$1,513,997
Value of total assets at beginning of year2010-12-31$1,250,098
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$3,378
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$147,155
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$147,155
Administrative expenses professional fees incurred2010-12-31$3,378
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$117,477
Participant contributions at end of year2010-12-31$14,621
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$267,955
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$263,899
Value of net assets at end of year (total assets less liabilities)2010-12-31$1,513,997
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$1,250,098
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$1,491,776
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$1,250,098
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$57,377
Employer contributions (assets) at end of year2010-12-31$7,600
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$322,687
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31Yes
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31BULL & ASSOCIATES
Accountancy firm EIN2010-12-31742674816
2009 : COMMUNITIES IN SCHOOLS OF CENTRAL TEXAS 403(B) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0
Funding deficiency by the employer to the plan for this plan year2009-12-31$0
Minimum employer required contribution for this plan year2009-12-31$0

Form 5500 Responses for COMMUNITIES IN SCHOOLS OF CENTRAL TEXAS 403(B) PLAN

2017: COMMUNITIES IN SCHOOLS OF CENTRAL TEXAS 403(B) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: COMMUNITIES IN SCHOOLS OF CENTRAL TEXAS 403(B) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: COMMUNITIES IN SCHOOLS OF CENTRAL TEXAS 403(B) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: COMMUNITIES IN SCHOOLS OF CENTRAL TEXAS 403(B) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: COMMUNITIES IN SCHOOLS OF CENTRAL TEXAS 403(B) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: COMMUNITIES IN SCHOOLS OF CENTRAL TEXAS 403(B) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: COMMUNITIES IN SCHOOLS OF CENTRAL TEXAS 403(B) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: COMMUNITIES IN SCHOOLS OF CENTRAL TEXAS 403(B) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: COMMUNITIES IN SCHOOLS OF CENTRAL TEXAS 403(B) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-751965
Policy instance 1
Insurance contract or identification numberGA-751965
Number of Individuals Covered72
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of fees paid to insurance companyUSD $2,889
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
Commission paid to Insurance BrokerUSD $2,886
Total amount of commissions paid to insurance brokerUSD $2,886
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker nameKESTRA INVESTMENT SERVICES LLC
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number0751965
Policy instance 1
Insurance contract or identification number0751965
Number of Individuals Covered148
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $3,015
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $8,065
Amount paid for insurance broker fees0
Insurance broker organization code?4
Insurance broker nameNFP SECURITIES INC
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number0751965
Policy instance 1
Insurance contract or identification number0751965
Number of Individuals Covered147
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $2,985
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $8,064
Amount paid for insurance broker fees0
Insurance broker organization code?4
Insurance broker nameNFP SECURITIES INC
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number0751965
Policy instance 1
Insurance contract or identification number0751965
Number of Individuals Covered146
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $2,970
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $6,888
Insurance broker organization code?4
Insurance broker nameNFP SECURITIES INC
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-751965
Policy instance 1
Insurance contract or identification numberGA-751965
Number of Individuals Covered147
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $6,630
Total amount of fees paid to insurance companyUSD $0
Commission paid to Insurance BrokerUSD $6,630
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerCOMMISSIONS
Insurance broker organization code?4
Insurance broker nameNFP SECURITIES INC
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number751965
Policy instance 1
Insurance contract or identification number751965
Number of Individuals Covered146
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0

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