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EMPLOYEE BENEFIT PLAN OF EASTER SEALS EL MIRADOR 401k Plan overview

Plan NameEMPLOYEE BENEFIT PLAN OF EASTER SEALS EL MIRADOR
Plan identification number 001

EMPLOYEE BENEFIT PLAN OF EASTER SEALS EL MIRADOR Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.
  • 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

SANTA MARIA EL MIRADOR has sponsored the creation of one or more 401k plans.

Company Name:SANTA MARIA EL MIRADOR
Employer identification number (EIN):742830135
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 EASTER SEALS EL MIRADOR

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-07-01LISA BRONOWICZ2024-01-10
0012021-07-01MAYELA GOMEZ2023-01-24
0012021-07-01MAYELA GOMEZ2023-01-27
0012020-07-01LOUISE DRISDALE2021-12-17
0012019-07-01LOUISE DRISDALE2021-03-26
0012018-07-01
0012017-07-01
0012016-07-01PATRICIA ROMERO PATRICIA ROMERO2018-04-05
0012015-07-01PATRICIA ROMERO PATRICIA ROMERO2017-04-13
0012014-07-01PATRICIA ROMERO PATRICIA ROMERO2016-03-31
0012013-07-01LISA BRONOWICZ LISA BRONOWICZ2015-08-10
0012012-07-01LISA BRONOWICZ LISA BRONOWICZ2014-04-15
0012011-07-01LISA BRONOWICZ LISA BRONOWICZ2013-04-10
0012010-07-01ANKE MIHALAS ANKE MIHALAS2012-04-13
0012009-07-01ANKE MIHALAS ANKE MIHALAS2011-04-14

Plan Statistics for EMPLOYEE BENEFIT PLAN OF EASTER SEALS EL MIRADOR

401k plan membership statisitcs for EMPLOYEE BENEFIT PLAN OF EASTER SEALS EL MIRADOR

Measure Date Value
2018: EMPLOYEE BENEFIT PLAN OF EASTER SEALS EL MIRADOR 2018 401k membership
Total participants, beginning-of-year2018-07-01149
Total number of active participants reported on line 7a of the Form 55002018-07-0154
Number of retired or separated participants receiving benefits2018-07-010
Number of other retired or separated participants entitled to future benefits2018-07-0113
Total of all active and inactive participants2018-07-0167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-013
Total participants2018-07-0170
Number of participants with account balances2018-07-0170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-012
2017: EMPLOYEE BENEFIT PLAN OF EASTER SEALS EL MIRADOR 2017 401k membership
Total participants, beginning-of-year2017-07-01168
Total number of active participants reported on line 7a of the Form 55002017-07-0158
Number of retired or separated participants receiving benefits2017-07-010
Number of other retired or separated participants entitled to future benefits2017-07-0187
Total of all active and inactive participants2017-07-01145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-014
Total participants2017-07-01149
Number of participants with account balances2017-07-01148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-011
2016: EMPLOYEE BENEFIT PLAN OF EASTER SEALS EL MIRADOR 2016 401k membership
Total participants, beginning-of-year2016-07-01228
Total number of active participants reported on line 7a of the Form 55002016-07-0151
Number of retired or separated participants receiving benefits2016-07-010
Number of other retired or separated participants entitled to future benefits2016-07-01112
Total of all active and inactive participants2016-07-01163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-015
Total participants2016-07-01168
Number of participants with account balances2016-07-01168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-017
2015: EMPLOYEE BENEFIT PLAN OF EASTER SEALS EL MIRADOR 2015 401k membership
Total participants, beginning-of-year2015-07-01241
Total number of active participants reported on line 7a of the Form 55002015-07-01156
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-0166
Total of all active and inactive participants2015-07-01222
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-016
Total participants2015-07-01228
Number of participants with account balances2015-07-01227
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-0117
2014: EMPLOYEE BENEFIT PLAN OF EASTER SEALS EL MIRADOR 2014 401k membership
Total participants, beginning-of-year2014-07-01255
Total number of active participants reported on line 7a of the Form 55002014-07-01165
Number of retired or separated participants receiving benefits2014-07-010
Number of other retired or separated participants entitled to future benefits2014-07-0171
Total of all active and inactive participants2014-07-01236
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-015
Total participants2014-07-01241
Number of participants with account balances2014-07-01241
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-019
2013: EMPLOYEE BENEFIT PLAN OF EASTER SEALS EL MIRADOR 2013 401k membership
Total participants, beginning-of-year2013-07-01266
Total number of active participants reported on line 7a of the Form 55002013-07-01182
Number of retired or separated participants receiving benefits2013-07-010
Number of other retired or separated participants entitled to future benefits2013-07-0168
Total of all active and inactive participants2013-07-01250
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-015
Total participants2013-07-01255
Number of participants with account balances2013-07-01255
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-010
2012: EMPLOYEE BENEFIT PLAN OF EASTER SEALS EL MIRADOR 2012 401k membership
Total participants, beginning-of-year2012-07-01282
Total number of active participants reported on line 7a of the Form 55002012-07-01199
Number of retired or separated participants receiving benefits2012-07-010
Number of other retired or separated participants entitled to future benefits2012-07-0162
Total of all active and inactive participants2012-07-01261
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-015
Total participants2012-07-01266
Number of participants with account balances2012-07-01266
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-010
2011: EMPLOYEE BENEFIT PLAN OF EASTER SEALS EL MIRADOR 2011 401k membership
Total participants, beginning-of-year2011-07-01256
Total number of active participants reported on line 7a of the Form 55002011-07-01218
Number of retired or separated participants receiving benefits2011-07-010
Number of other retired or separated participants entitled to future benefits2011-07-0160
Total of all active and inactive participants2011-07-01278
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-015
Total participants2011-07-01283
Number of participants with account balances2011-07-01283
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-011
2010: EMPLOYEE BENEFIT PLAN OF EASTER SEALS EL MIRADOR 2010 401k membership
Total participants, beginning-of-year2010-07-01265
Total number of active participants reported on line 7a of the Form 55002010-07-01237
Number of retired or separated participants receiving benefits2010-07-010
Number of other retired or separated participants entitled to future benefits2010-07-0117
Total of all active and inactive participants2010-07-01254
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-07-012
Total participants2010-07-01256
Number of participants with account balances2010-07-01256
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-07-015
2009: EMPLOYEE BENEFIT PLAN OF EASTER SEALS EL MIRADOR 2009 401k membership
Total participants, beginning-of-year2009-07-01286
Total number of active participants reported on line 7a of the Form 55002009-07-01249
Number of retired or separated participants receiving benefits2009-07-010
Number of other retired or separated participants entitled to future benefits2009-07-0114
Total of all active and inactive participants2009-07-01263
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-012
Total participants2009-07-01265
Number of participants with account balances2009-07-01265
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-015

Financial Data on EMPLOYEE BENEFIT PLAN OF EASTER SEALS EL MIRADOR

Measure Date Value
2019 : EMPLOYEE BENEFIT PLAN OF EASTER SEALS EL MIRADOR 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total income from all sources (including contributions)2019-06-30$93,976
Total loss/gain on sale of assets2019-06-30$0
Total of all expenses incurred2019-06-30$155,311
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$154,593
Expenses. Certain deemed distributions of participant loans2019-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$60,011
Value of total assets at end of year2019-06-30$616,577
Value of total assets at beginning of year2019-06-30$677,912
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$718
Total interest from all sources2019-06-30$2,815
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$130,000
If this is an individual account plan, was there a blackout period2019-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-06-30$0
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Contributions received from participants2019-06-30$54,477
Participant contributions at end of year2019-06-30$1,837
Participant contributions at beginning of year2019-06-30$2,288
Income. Received or receivable in cash from other sources (including rollovers)2019-06-30$5,534
Other income not declared elsewhere2019-06-30$0
Administrative expenses (other) incurred2019-06-30$718
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$-61,335
Value of net assets at end of year (total assets less liabilities)2019-06-30$616,577
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$677,912
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-06-30$446,968
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$456,644
Interest on participant loans2019-06-30$0
Interest earned on other investments2019-06-30$2,815
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-06-30$167,772
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-06-30$218,980
Expenses. Payments to insurance carriers foe the provision of benefits2019-06-30$0
Net investment gain/loss from pooled separate accounts2019-06-30$31,150
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30No
Was there a failure to transmit to the plan any participant contributions2019-06-30Yes
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$154,593
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30Yes
Opinion of an independent qualified public accountant for this plan2019-06-30Disclaimer
Accountancy firm name2019-06-30MOSS ADAMS, LLP
Accountancy firm EIN2019-06-30910189318
2018 : EMPLOYEE BENEFIT PLAN OF EASTER SEALS EL MIRADOR 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total income from all sources (including contributions)2018-06-30$91,261
Total loss/gain on sale of assets2018-06-30$0
Total of all expenses incurred2018-06-30$109,845
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$108,874
Expenses. Certain deemed distributions of participant loans2018-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$52,544
Value of total assets at end of year2018-06-30$677,912
Value of total assets at beginning of year2018-06-30$696,496
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$971
Total interest from all sources2018-06-30$1,975
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$130,000
If this is an individual account plan, was there a blackout period2018-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-06-30$0
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Contributions received from participants2018-06-30$52,544
Participant contributions at end of year2018-06-30$2,288
Income. Received or receivable in cash from other sources (including rollovers)2018-06-30$0
Other income not declared elsewhere2018-06-30$0
Administrative expenses (other) incurred2018-06-30$971
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$-18,584
Value of net assets at end of year (total assets less liabilities)2018-06-30$677,912
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$696,496
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Value of interest in pooled separate accounts at end of year2018-06-30$456,644
Value of interest in pooled separate accounts at beginning of year2018-06-30$501,808
Interest on participant loans2018-06-30$0
Interest earned on other investments2018-06-30$1,975
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-06-30$218,980
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-06-30$194,688
Expenses. Payments to insurance carriers foe the provision of benefits2018-06-30$0
Net investment gain/loss from pooled separate accounts2018-06-30$36,742
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30No
Was there a failure to transmit to the plan any participant contributions2018-06-30Yes
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Contributions received in cash from employer2018-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$108,874
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30Yes
Opinion of an independent qualified public accountant for this plan2018-06-30Disclaimer
Accountancy firm name2018-06-30MOSS ADAMS, LLP
Accountancy firm EIN2018-06-30910189318
2017 : EMPLOYEE BENEFIT PLAN OF EASTER SEALS EL MIRADOR 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total income from all sources (including contributions)2017-06-30$256,102
Total loss/gain on sale of assets2017-06-30$0
Total of all expenses incurred2017-06-30$704,423
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$702,807
Expenses. Certain deemed distributions of participant loans2017-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$162,283
Value of total assets at end of year2017-06-30$696,496
Value of total assets at beginning of year2017-06-30$1,144,817
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$1,616
Total interest from all sources2017-06-30$2,070
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$130,000
If this is an individual account plan, was there a blackout period2017-06-30No
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Contributions received from participants2017-06-30$36,625
Income. Received or receivable in cash from other sources (including rollovers)2017-06-30$125,658
Other income not declared elsewhere2017-06-30$0
Administrative expenses (other) incurred2017-06-30$1,616
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$-448,321
Value of net assets at end of year (total assets less liabilities)2017-06-30$696,496
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$1,144,817
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-06-30$501,808
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$923,178
Interest on participant loans2017-06-30$0
Interest earned on other investments2017-06-30$2,070
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-06-30$194,688
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-06-30$221,639
Expenses. Payments to insurance carriers foe the provision of benefits2017-06-30$0
Net investment gain/loss from pooled separate accounts2017-06-30$91,749
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30No
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$702,807
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30Yes
Opinion of an independent qualified public accountant for this plan2017-06-30Disclaimer
Accountancy firm name2017-06-30BPWC,LLC
Accountancy firm EIN2017-06-30452752726
2016 : EMPLOYEE BENEFIT PLAN OF EASTER SEALS EL MIRADOR 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total income from all sources (including contributions)2016-06-30$-1,676
Total loss/gain on sale of assets2016-06-30$0
Total of all expenses incurred2016-06-30$78,593
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$77,278
Expenses. Certain deemed distributions of participant loans2016-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$22,474
Value of total assets at end of year2016-06-30$1,144,817
Value of total assets at beginning of year2016-06-30$1,225,086
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$1,315
Total interest from all sources2016-06-30$2,322
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$325,000
If this is an individual account plan, was there a blackout period2016-06-30No
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Contributions received from participants2016-06-30$22,628
Income. Received or receivable in cash from other sources (including rollovers)2016-06-30$0
Other income not declared elsewhere2016-06-30$154
Administrative expenses (other) incurred2016-06-30$1,315
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$-80,269
Value of net assets at end of year (total assets less liabilities)2016-06-30$1,144,817
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$1,225,086
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$923,178
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$1,011,308
Interest on participant loans2016-06-30$0
Interest earned on other investments2016-06-30$2,322
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-06-30$221,639
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-06-30$213,778
Expenses. Payments to insurance carriers foe the provision of benefits2016-06-30$0
Net investment gain/loss from pooled separate accounts2016-06-30$-26,626
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30No
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$-154
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$77,278
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30Yes
Opinion of an independent qualified public accountant for this plan2016-06-30Disclaimer
Accountancy firm name2016-06-30SOUTHWEST ACCOUNTING SOLUTIONS
Accountancy firm EIN2016-06-30810718926
2015 : EMPLOYEE BENEFIT PLAN OF EASTER SEALS EL MIRADOR 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total income from all sources (including contributions)2015-06-30$64,678
Total loss/gain on sale of assets2015-06-30$0
Total of all expenses incurred2015-06-30$99,834
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$98,214
Expenses. Certain deemed distributions of participant loans2015-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$31,164
Value of total assets at end of year2015-06-30$1,225,086
Value of total assets at beginning of year2015-06-30$1,260,242
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$1,620
Total interest from all sources2015-06-30$2,338
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$325,000
If this is an individual account plan, was there a blackout period2015-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-06-30$0
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Contributions received from participants2015-06-30$31,164
Income. Received or receivable in cash from other sources (including rollovers)2015-06-30$0
Other income not declared elsewhere2015-06-30$35
Administrative expenses (other) incurred2015-06-30$1,620
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$-35,156
Value of net assets at end of year (total assets less liabilities)2015-06-30$1,225,086
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$1,260,242
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-06-30$1,011,308
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$996,183
Interest on participant loans2015-06-30$0
Interest earned on other investments2015-06-30$2,338
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-06-30$213,778
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-06-30$264,059
Expenses. Payments to insurance carriers foe the provision of benefits2015-06-30$0
Net investment gain/loss from pooled separate accounts2015-06-30$31,141
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30No
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$98,214
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30Yes
Opinion of an independent qualified public accountant for this plan2015-06-30Disclaimer
Accountancy firm name2015-06-30SOUTHWEST ACCOUNTING SOLUTIONS
Accountancy firm EIN2015-06-30810718926
2014 : EMPLOYEE BENEFIT PLAN OF EASTER SEALS EL MIRADOR 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total income from all sources (including contributions)2014-06-30$228,870
Total loss/gain on sale of assets2014-06-30$0
Total of all expenses incurred2014-06-30$175,538
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$171,000
Expenses. Certain deemed distributions of participant loans2014-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$57,531
Value of total assets at end of year2014-06-30$1,257,591
Value of total assets at beginning of year2014-06-30$1,204,259
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$4,538
Total interest from all sources2014-06-30$2,712
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$325,000
If this is an individual account plan, was there a blackout period2014-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-06-30$0
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Contributions received from participants2014-06-30$48,530
Income. Received or receivable in cash from other sources (including rollovers)2014-06-30$9,001
Other income not declared elsewhere2014-06-30$0
Administrative expenses (other) incurred2014-06-30$4,538
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$53,332
Value of net assets at end of year (total assets less liabilities)2014-06-30$1,257,591
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$1,204,259
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-06-30$996,183
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$931,337
Interest on participant loans2014-06-30$0
Interest earned on other investments2014-06-30$2,712
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-06-30$261,408
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-06-30$272,922
Expenses. Payments to insurance carriers foe the provision of benefits2014-06-30$0
Net investment gain/loss from pooled separate accounts2014-06-30$168,627
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30No
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Contributions received in cash from employer2014-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$171,000
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30Yes
Opinion of an independent qualified public accountant for this plan2014-06-30Disclaimer
Accountancy firm name2014-06-30KUBIAK MELTON & ASSOCIATES, LLC
Accountancy firm EIN2014-06-30481255955
2013 : EMPLOYEE BENEFIT PLAN OF EASTER SEALS EL MIRADOR 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total income from all sources (including contributions)2013-06-30$175,738
Total loss/gain on sale of assets2013-06-30$0
Total of all expenses incurred2013-06-30$196,382
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$194,466
Expenses. Certain deemed distributions of participant loans2013-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$65,331
Value of total assets at end of year2013-06-30$1,204,259
Value of total assets at beginning of year2013-06-30$1,224,903
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$1,916
Total interest from all sources2013-06-30$3,932
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$325,000
If this is an individual account plan, was there a blackout period2013-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-06-30$0
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Contributions received from participants2013-06-30$65,291
Income. Received or receivable in cash from other sources (including rollovers)2013-06-30$0
Other income not declared elsewhere2013-06-30$0
Administrative expenses (other) incurred2013-06-30$1,916
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$-20,644
Value of net assets at end of year (total assets less liabilities)2013-06-30$1,204,259
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$1,224,903
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-06-30$931,337
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-06-30$912,221
Interest on participant loans2013-06-30$0
Interest earned on other investments2013-06-30$3,932
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-06-30$272,922
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-06-30$312,682
Expenses. Payments to insurance carriers foe the provision of benefits2013-06-30$0
Net investment gain/loss from pooled separate accounts2013-06-30$106,475
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30No
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$40
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$194,466
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
2012 : EMPLOYEE BENEFIT PLAN OF EASTER SEALS EL MIRADOR 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total income from all sources (including contributions)2012-06-30$48,833
Total loss/gain on sale of assets2012-06-30$0
Total of all expenses incurred2012-06-30$182,025
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$174,559
Expenses. Certain deemed distributions of participant loans2012-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$89,119
Value of total assets at end of year2012-06-30$1,224,942
Value of total assets at beginning of year2012-06-30$1,358,134
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$7,466
Total interest from all sources2012-06-30$6,381
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$325,000
If this is an individual account plan, was there a blackout period2012-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-06-30$0
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Contributions received from participants2012-06-30$79,369
Income. Received or receivable in cash from other sources (including rollovers)2012-06-30$4,733
Other income not declared elsewhere2012-06-30$39
Administrative expenses (other) incurred2012-06-30$7,466
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$-133,192
Value of net assets at end of year (total assets less liabilities)2012-06-30$1,224,942
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$1,358,134
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-06-30$912,221
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-06-30$995,358
Interest on participant loans2012-06-30$0
Interest earned on other investments2012-06-30$6,381
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-06-30$312,721
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-06-30$362,776
Expenses. Payments to insurance carriers foe the provision of benefits2012-06-30$0
Net investment gain/loss from pooled separate accounts2012-06-30$-46,706
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30No
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$5,017
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$174,559
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30Yes
Opinion of an independent qualified public accountant for this plan2012-06-30Disclaimer
Accountancy firm name2012-06-30CLIFTON LARSON ALLEN LLP
Accountancy firm EIN2012-06-30410746749
2011 : EMPLOYEE BENEFIT PLAN OF EASTER SEALS EL MIRADOR 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total income from all sources (including contributions)2011-06-30$340,148
Total loss/gain on sale of assets2011-06-30$0
Total of all expenses incurred2011-06-30$117,562
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$114,226
Expenses. Certain deemed distributions of participant loans2011-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$161,019
Value of total assets at end of year2011-06-30$1,358,134
Value of total assets at beginning of year2011-06-30$1,135,548
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$3,336
Total interest from all sources2011-06-30$8,259
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$325,000
If this is an individual account plan, was there a blackout period2011-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-06-30$0
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Contributions received from participants2011-06-30$105,555
Income. Received or receivable in cash from other sources (including rollovers)2011-06-30$55,464
Other income not declared elsewhere2011-06-30$550
Administrative expenses (other) incurred2011-06-30$3,336
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$222,586
Value of net assets at end of year (total assets less liabilities)2011-06-30$1,358,134
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$1,135,548
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-06-30$995,358
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-06-30$778,922
Interest on participant loans2011-06-30$0
Interest earned on other investments2011-06-30$8,259
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-06-30$362,776
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-06-30$356,626
Expenses. Payments to insurance carriers foe the provision of benefits2011-06-30$0
Net investment gain/loss from pooled separate accounts2011-06-30$170,320
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30No
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$114,226
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30Yes
Opinion of an independent qualified public accountant for this plan2011-06-30Disclaimer
Accountancy firm name2011-06-30CLIFTON LARSON ALLEN LLP
Accountancy firm EIN2011-06-30410746749
2010 : EMPLOYEE BENEFIT PLAN OF EASTER SEALS EL MIRADOR 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-06-30$0

Form 5500 Responses for EMPLOYEE BENEFIT PLAN OF EASTER SEALS EL MIRADOR

2018: EMPLOYEE BENEFIT PLAN OF EASTER SEALS EL MIRADOR 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Submission has been amendedNo
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planNo
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan benefit arrangement – InsuranceYes
2017: EMPLOYEE BENEFIT PLAN OF EASTER SEALS EL MIRADOR 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Submission has been amendedNo
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planNo
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan benefit arrangement – InsuranceYes
2016: EMPLOYEE BENEFIT PLAN OF EASTER SEALS EL MIRADOR 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan benefit arrangement – InsuranceYes
2015: EMPLOYEE BENEFIT PLAN OF EASTER SEALS EL MIRADOR 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan benefit arrangement – InsuranceYes
2014: EMPLOYEE BENEFIT PLAN OF EASTER SEALS EL MIRADOR 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan benefit arrangement – InsuranceYes
2013: EMPLOYEE BENEFIT PLAN OF EASTER SEALS EL MIRADOR 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedYes
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan benefit arrangement – InsuranceYes
2012: EMPLOYEE BENEFIT PLAN OF EASTER SEALS EL MIRADOR 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan benefit arrangement – InsuranceYes
2011: EMPLOYEE BENEFIT PLAN OF EASTER SEALS EL MIRADOR 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan benefit arrangement – InsuranceYes
2010: EMPLOYEE BENEFIT PLAN OF EASTER SEALS EL MIRADOR 2010 form 5500 responses
2010-07-01Type of plan entitySingle employer plan
2010-07-01Submission has been amendedNo
2010-07-01This submission is the final filingNo
2010-07-01This return/report is a short plan year return/report (less than 12 months)No
2010-07-01Plan is a collectively bargained planNo
2010-07-01Plan funding arrangement – InsuranceYes
2010-07-01Plan benefit arrangement – InsuranceYes
2009: EMPLOYEE BENEFIT PLAN OF EASTER SEALS EL MIRADOR 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedNo
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – InsuranceYes
2009-07-01Plan 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 number057205F
Policy instance 1
Insurance contract or identification number057205F
Number of Individuals Covered70
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $233
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 fees233
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 number057205F
Policy instance 1
Insurance contract or identification number057205F
Number of Individuals Covered149
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $720
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 number057205F
Policy instance 1
Insurance contract or identification number057205F
Number of Individuals Covered228
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $185
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 fees185
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker namePHOENIX REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number057205F
Policy instance 1
Insurance contract or identification number057205F
Number of Individuals Covered241
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $81
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 fees81
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker namePHOENIX REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number057205F
Policy instance 1
Insurance contract or identification number057205F
Number of Individuals Covered255
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $349
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 fees349
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker namePHOENIX REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number057205F
Policy instance 1
Insurance contract or identification number057205F
Number of Individuals Covered266
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $155
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 fees61
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker nameNICOLAS FORST
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number057205F
Policy instance 1
Insurance contract or identification number057205F
Number of Individuals Covered283
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $658
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 number057205F
Policy instance 1
Insurance contract or identification number057205F
Number of Individuals Covered256
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $168
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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