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THE COMMUNITY FOUNDATION SERVING GREELEY AND WELD COUNTY 403B PENSION PLAN 401k Plan overview

Plan NameTHE COMMUNITY FOUNDATION SERVING GREELEY AND WELD COUNTY 403B PENSION PLAN
Plan identification number 001

THE COMMUNITY FOUNDATION SERVING GREELEY AND WELD COUNTY 403B PENSION PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.

401k Sponsoring company profile

WELD COMMUNITY FOUNDATION has sponsored the creation of one or more 401k plans.

Company Name:WELD COMMUNITY FOUNDATION
Employer identification number (EIN):841315296
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Additional information about WELD COMMUNITY FOUNDATION

Jurisdiction of Incorporation: Colorado Department of State
Incorporation Date: 1995-04-26
Company Identification Number: 19951056285
Legal Registered Office Address: 2425 35th Ave.
Suite 201
Greeley
United States of America (USA)
80634

More information about WELD COMMUNITY FOUNDATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE COMMUNITY FOUNDATION SERVING GREELEY AND WELD COUNTY 403B PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01TWYLA COBLENTZ
0012017-01-01TWYLA COBLENTZ TWYLA COBLENTZ2018-05-15
0012016-01-01TWYLA COBLENTZ
0012015-01-01TWYLA COBLENTZ
0012014-01-01TWYLA COBLENTZ TWYLA COBLENTZ2015-06-26
0012013-01-01TWYLA COBLENTZ TWYLA COBLENTZ2014-07-22
0012012-01-01TWYLA COBLENTZ
0012011-01-01TWYLA COBLENTZ
0012010-01-01TWYLA COBLENTZ
0012009-01-01TWYLA COBLENTZ

Plan Statistics for THE COMMUNITY FOUNDATION SERVING GREELEY AND WELD COUNTY 403B PENSION PLAN

401k plan membership statisitcs for THE COMMUNITY FOUNDATION SERVING GREELEY AND WELD COUNTY 403B PENSION PLAN

Measure Date Value
2022: THE COMMUNITY FOUNDATION SERVING GREELEY AND WELD COUNTY 403B PENSION PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-016
Total number of active participants reported on line 7a of the Form 55002022-01-016
Total of all active and inactive participants2022-01-016
Total participants2022-01-016
Number of participants with account balances2022-01-016
2021: THE COMMUNITY FOUNDATION SERVING GREELEY AND WELD COUNTY 403B PENSION PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-016
Total number of active participants reported on line 7a of the Form 55002021-01-016
Total of all active and inactive participants2021-01-016
Total participants2021-01-016
Number of participants with account balances2021-01-016
2020: THE COMMUNITY FOUNDATION SERVING GREELEY AND WELD COUNTY 403B PENSION PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-015
Total number of active participants reported on line 7a of the Form 55002020-01-016
Total of all active and inactive participants2020-01-016
Total participants2020-01-016
Number of participants with account balances2020-01-016
2019: THE COMMUNITY FOUNDATION SERVING GREELEY AND WELD COUNTY 403B PENSION PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-014
Total number of active participants reported on line 7a of the Form 55002019-01-015
Total of all active and inactive participants2019-01-015
Total participants2019-01-015
Number of participants with account balances2019-01-015
2018: THE COMMUNITY FOUNDATION SERVING GREELEY AND WELD COUNTY 403B PENSION PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-013
Total number of active participants reported on line 7a of the Form 55002018-01-014
Total of all active and inactive participants2018-01-014
Total participants2018-01-014
2017: THE COMMUNITY FOUNDATION SERVING GREELEY AND WELD COUNTY 403B PENSION PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-013
Total number of active participants reported on line 7a of the Form 55002017-01-013
Total of all active and inactive participants2017-01-013
Total participants2017-01-013
2016: THE COMMUNITY FOUNDATION SERVING GREELEY AND WELD COUNTY 403B PENSION PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-013
Total number of active participants reported on line 7a of the Form 55002016-01-013
Total of all active and inactive participants2016-01-013
Total participants2016-01-013
2015: THE COMMUNITY FOUNDATION SERVING GREELEY AND WELD COUNTY 403B PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-013
Total number of active participants reported on line 7a of the Form 55002015-01-013
Total of all active and inactive participants2015-01-013
Total participants2015-01-013
2014: THE COMMUNITY FOUNDATION SERVING GREELEY AND WELD COUNTY 403B PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-013
Total number of active participants reported on line 7a of the Form 55002014-01-013
Total of all active and inactive participants2014-01-013
Total participants2014-01-013
Number of participants with account balances2014-01-013
2013: THE COMMUNITY FOUNDATION SERVING GREELEY AND WELD COUNTY 403B PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-013
Total number of active participants reported on line 7a of the Form 55002013-01-013
Total of all active and inactive participants2013-01-013
Total participants2013-01-013
Number of participants with account balances2013-01-013
2012: THE COMMUNITY FOUNDATION SERVING GREELEY AND WELD COUNTY 403B PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-013
Total number of active participants reported on line 7a of the Form 55002012-01-013
Total of all active and inactive participants2012-01-013
Total participants2012-01-013
Number of participants with account balances2012-01-013
2011: THE COMMUNITY FOUNDATION SERVING GREELEY AND WELD COUNTY 403B PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-013
Total number of active participants reported on line 7a of the Form 55002011-01-013
Total of all active and inactive participants2011-01-013
Total participants2011-01-013
Number of participants with account balances2011-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: THE COMMUNITY FOUNDATION SERVING GREELEY AND WELD COUNTY 403B PENSION PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-013
Total number of active participants reported on line 7a of the Form 55002010-01-013
Total of all active and inactive participants2010-01-013
Total participants2010-01-013
Number of participants with account balances2010-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: THE COMMUNITY FOUNDATION SERVING GREELEY AND WELD COUNTY 403B PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-013
Total number of active participants reported on line 7a of the Form 55002009-01-013
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-013
Number of participants with account balances2009-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on THE COMMUNITY FOUNDATION SERVING GREELEY AND WELD COUNTY 403B PENSION PLAN

Measure Date Value
2022 : THE COMMUNITY FOUNDATION SERVING GREELEY AND WELD COUNTY 403B PENSION PLAN 2022 401k financial data
Total income from all sources2022-12-31$-50,594
Expenses. Total of all expenses incurred2022-12-31$0
Total plan assets at end of year2022-12-31$541,538
Total plan assets at beginning of year2022-12-31$592,132
Value of fidelity bond covering the plan2022-12-31$75,000
Total contributions received or receivable from participants2022-12-31$43,966
Other income received2022-12-31$-111,399
Net income (gross income less expenses)2022-12-31$-50,594
Net plan assets at end of year (total assets less liabilities)2022-12-31$541,538
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$592,132
Total contributions received or receivable from employer(s)2022-12-31$16,839
2021 : THE COMMUNITY FOUNDATION SERVING GREELEY AND WELD COUNTY 403B PENSION PLAN 2021 401k financial data
Total income from all sources2021-12-31$143,478
Expenses. Total of all expenses incurred2021-12-31$0
Total plan assets at end of year2021-12-31$592,132
Total plan assets at beginning of year2021-12-31$448,654
Total contributions received or receivable from participants2021-12-31$37,677
Other income received2021-12-31$89,607
Net income (gross income less expenses)2021-12-31$143,478
Net plan assets at end of year (total assets less liabilities)2021-12-31$592,132
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$448,654
Total contributions received or receivable from employer(s)2021-12-31$16,194
2020 : THE COMMUNITY FOUNDATION SERVING GREELEY AND WELD COUNTY 403B PENSION PLAN 2020 401k financial data
Total income from all sources2020-12-31$102,486
Expenses. Total of all expenses incurred2020-12-31$0
Total plan assets at end of year2020-12-31$448,654
Total plan assets at beginning of year2020-12-31$346,168
Total contributions received or receivable from participants2020-12-31$24,911
Other income received2020-12-31$64,808
Net income (gross income less expenses)2020-12-31$102,486
Net plan assets at end of year (total assets less liabilities)2020-12-31$448,654
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$346,168
Total contributions received or receivable from employer(s)2020-12-31$12,767
2019 : THE COMMUNITY FOUNDATION SERVING GREELEY AND WELD COUNTY 403B PENSION PLAN 2019 401k financial data
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$94,095
Expenses. Total of all expenses incurred2019-12-31$0
Total plan assets at end of year2019-12-31$346,168
Total plan assets at beginning of year2019-12-31$252,073
Total contributions received or receivable from participants2019-12-31$19,073
Other income received2019-12-31$65,191
Net income (gross income less expenses)2019-12-31$94,095
Net plan assets at end of year (total assets less liabilities)2019-12-31$346,168
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$252,073
Total contributions received or receivable from employer(s)2019-12-31$9,831
2018 : THE COMMUNITY FOUNDATION SERVING GREELEY AND WELD COUNTY 403B PENSION PLAN 2018 401k financial data
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$6,902
Expenses. Total of all expenses incurred2018-12-31$0
Total plan assets at end of year2018-12-31$252,073
Total plan assets at beginning of year2018-12-31$245,171
Total contributions received or receivable from participants2018-12-31$18,774
Other income received2018-12-31$-21,829
Net income (gross income less expenses)2018-12-31$6,902
Net plan assets at end of year (total assets less liabilities)2018-12-31$252,073
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$245,171
Total contributions received or receivable from employer(s)2018-12-31$9,957
2017 : THE COMMUNITY FOUNDATION SERVING GREELEY AND WELD COUNTY 403B PENSION PLAN 2017 401k financial data
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$63,990
Expenses. Total of all expenses incurred2017-12-31$0
Total plan assets at end of year2017-12-31$245,171
Total plan assets at beginning of year2017-12-31$181,181
Total contributions received or receivable from participants2017-12-31$16,991
Other income received2017-12-31$37,366
Net income (gross income less expenses)2017-12-31$63,990
Net plan assets at end of year (total assets less liabilities)2017-12-31$245,171
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$181,181
Total contributions received or receivable from employer(s)2017-12-31$9,633
2016 : THE COMMUNITY FOUNDATION SERVING GREELEY AND WELD COUNTY 403B PENSION PLAN 2016 401k financial data
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$32,597
Expenses. Total of all expenses incurred2016-12-31$0
Total plan assets at end of year2016-12-31$181,181
Total plan assets at beginning of year2016-12-31$148,584
Total contributions received or receivable from participants2016-12-31$13,608
Other income received2016-12-31$10,114
Net income (gross income less expenses)2016-12-31$32,597
Net plan assets at end of year (total assets less liabilities)2016-12-31$181,181
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$148,584
Total contributions received or receivable from employer(s)2016-12-31$8,875
2015 : THE COMMUNITY FOUNDATION SERVING GREELEY AND WELD COUNTY 403B PENSION PLAN 2015 401k financial data
Total income from all sources2015-12-31$24,525
Expenses. Total of all expenses incurred2015-12-31$310,404
Benefits paid (including direct rollovers)2015-12-31$310,404
Total plan assets at end of year2015-12-31$148,584
Total plan assets at beginning of year2015-12-31$434,463
Total contributions received or receivable from participants2015-12-31$13,423
Other income received2015-12-31$5,575
Net income (gross income less expenses)2015-12-31$-285,879
Net plan assets at end of year (total assets less liabilities)2015-12-31$148,584
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$434,463
Total contributions received or receivable from employer(s)2015-12-31$5,527
2014 : THE COMMUNITY FOUNDATION SERVING GREELEY AND WELD COUNTY 403B PENSION PLAN 2014 401k financial data
Total income from all sources2014-12-31$71,965
Expenses. Total of all expenses incurred2014-12-31$598
Benefits paid (including direct rollovers)2014-12-31$598
Total plan assets at end of year2014-12-31$434,463
Total plan assets at beginning of year2014-12-31$363,096
Total contributions received or receivable from participants2014-12-31$27,324
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$35,841
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$71,367
Net plan assets at end of year (total assets less liabilities)2014-12-31$434,463
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$363,096
Total contributions received or receivable from employer(s)2014-12-31$8,800
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$0
2013 : THE COMMUNITY FOUNDATION SERVING GREELEY AND WELD COUNTY 403B PENSION PLAN 2013 401k financial data
Total income from all sources2013-12-31$70,082
Expenses. Total of all expenses incurred2013-12-31$0
Total plan assets at end of year2013-12-31$363,096
Total plan assets at beginning of year2013-12-31$293,014
Total contributions received or receivable from participants2013-12-31$22,768
Other income received2013-12-31$39,394
Net income (gross income less expenses)2013-12-31$70,082
Net plan assets at end of year (total assets less liabilities)2013-12-31$363,096
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$293,014
Total contributions received or receivable from employer(s)2013-12-31$7,920
2012 : THE COMMUNITY FOUNDATION SERVING GREELEY AND WELD COUNTY 403B PENSION PLAN 2012 401k financial data
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$30,348
Total plan assets at end of year2012-12-31$293,014
Total plan assets at beginning of year2012-12-31$235,036
Total contributions received or receivable from participants2012-12-31$22,653
Net income (gross income less expenses)2012-12-31$30,348
Net plan assets at end of year (total assets less liabilities)2012-12-31$293,014
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$235,036
Total contributions received or receivable from employer(s)2012-12-31$7,695
2011 : THE COMMUNITY FOUNDATION SERVING GREELEY AND WELD COUNTY 403B PENSION PLAN 2011 401k financial data
Transfers to/from the plan2011-12-31$0
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$39,419
Expenses. Total of all expenses incurred2011-12-31$0
Benefits paid (including direct rollovers)2011-12-31$0
Total plan assets at end of year2011-12-31$235,036
Total plan assets at beginning of year2011-12-31$195,617
Total contributions received or receivable from participants2011-12-31$23,131
Expenses. Other expenses not covered elsewhere2011-12-31$0
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$8,824
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$39,419
Net plan assets at end of year (total assets less liabilities)2011-12-31$235,036
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$195,617
Total contributions received or receivable from employer(s)2011-12-31$7,464
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$0
2010 : THE COMMUNITY FOUNDATION SERVING GREELEY AND WELD COUNTY 403B PENSION PLAN 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$44,788
Expenses. Total of all expenses incurred2010-12-31$0
Benefits paid (including direct rollovers)2010-12-31$0
Total plan assets at end of year2010-12-31$195,617
Total plan assets at beginning of year2010-12-31$150,829
Total contributions received or receivable from participants2010-12-31$21,176
Expenses. Other expenses not covered elsewhere2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$16,819
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$44,788
Net plan assets at end of year (total assets less liabilities)2010-12-31$195,617
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$150,829
Total contributions received or receivable from employer(s)2010-12-31$6,793
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$0

Form 5500 Responses for THE COMMUNITY FOUNDATION SERVING GREELEY AND WELD COUNTY 403B PENSION PLAN

2022: THE COMMUNITY FOUNDATION SERVING GREELEY AND WELD COUNTY 403B PENSION PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan benefit arrangement – InsuranceYes
2021: THE COMMUNITY FOUNDATION SERVING GREELEY AND WELD COUNTY 403B PENSION PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan benefit arrangement – InsuranceYes
2020: THE COMMUNITY FOUNDATION SERVING GREELEY AND WELD COUNTY 403B PENSION PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan benefit arrangement – InsuranceYes
2019: THE COMMUNITY FOUNDATION SERVING GREELEY AND WELD COUNTY 403B PENSION PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan benefit arrangement – InsuranceYes
2018: THE COMMUNITY FOUNDATION SERVING GREELEY AND WELD COUNTY 403B PENSION PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan benefit arrangement – InsuranceYes
2017: THE COMMUNITY FOUNDATION SERVING GREELEY AND WELD COUNTY 403B PENSION 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 benefit arrangement – InsuranceYes
2016: THE COMMUNITY FOUNDATION SERVING GREELEY AND WELD COUNTY 403B PENSION 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 benefit arrangement – InsuranceYes
2015: THE COMMUNITY FOUNDATION SERVING GREELEY AND WELD COUNTY 403B PENSION 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 benefit arrangement – InsuranceYes
2014: THE COMMUNITY FOUNDATION SERVING GREELEY AND WELD COUNTY 403B PENSION 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 benefit arrangement – InsuranceYes
2013: THE COMMUNITY FOUNDATION SERVING GREELEY AND WELD COUNTY 403B PENSION PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01First time form 5500 has been submittedYes
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 benefit arrangement – InsuranceYes
2012: THE COMMUNITY FOUNDATION SERVING GREELEY AND WELD COUNTY 403B PENSION PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01First time form 5500 has been submittedYes
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 benefit arrangement – InsuranceYes
2011: THE COMMUNITY FOUNDATION SERVING GREELEY AND WELD COUNTY 403B PENSION PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01First time form 5500 has been submittedYes
2011-01-01Submission has been amendedNo
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 benefit arrangement – InsuranceYes
2010: THE COMMUNITY FOUNDATION SERVING GREELEY AND WELD COUNTY 403B PENSION PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01First time form 5500 has been submittedYes
2010-01-01Submission has been amendedYes
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 – InsuranceYes
2010-01-01Plan benefit arrangement – InsuranceYes
2009: THE COMMUNITY FOUNDATION SERVING GREELEY AND WELD COUNTY 403B PENSION PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01First time form 5500 has been submittedYes
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 – InsuranceYes
2009-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number66726
Policy instance 1
Insurance contract or identification number66726
Number of Individuals Covered6
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $795
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 $12
Insurance broker organization code?3
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number66726
Policy instance 1
Insurance contract or identification number66726
Number of Individuals Covered6
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $819
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 $16
Insurance broker organization code?3
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number66726
Policy instance 1
Insurance contract or identification number66726
Number of Individuals Covered6
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $524
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 $24
Insurance broker organization code?3
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number66726
Policy instance 1
Insurance contract or identification number66726
Number of Individuals Covered5
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $524
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 $23
Insurance broker organization code?3
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number66726
Policy instance 1
Insurance contract or identification number66726
Number of Individuals Covered4
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $318
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 $22
Insurance broker organization code?3
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number66726
Policy instance 1
Insurance contract or identification number66726
Number of Individuals Covered3
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $398
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 $24
Insurance broker organization code?3
Insurance broker nameRALPH D JANITELL
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number66726
Policy instance 1
Insurance contract or identification number66726
Number of Individuals Covered3
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $566
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 $39
Insurance broker organization code?3
Insurance broker nameAVA R. OVERMAN
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number66726
Policy instance 1
Insurance contract or identification number66726
Number of Individuals Covered3
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $433
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 $15
Insurance broker organization code?3
Insurance broker nameAVA R. OVERMAN
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number66726
Policy instance 1
Insurance contract or identification number66726
Number of Individuals Covered3
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $182
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 $182
Insurance broker organization code?3
Insurance broker nameLISA F. KINNEY
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number66726
Policy instance 1
Insurance contract or identification number66726
Number of Individuals Covered3
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $188
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $188
Insurance broker organization code?3
Insurance broker nameLISA KINNEY
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number66726
Policy instance 1
Insurance contract or identification number66726
Number of Individuals Covered3
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $281
Are there contracts with allocated funds for individual policies?No
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number66726
Policy instance 1
Insurance contract or identification number66726
Number of Individuals Covered3
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $235
Contracts With Unallocated Funds Deposit Administration1
Commission paid to Insurance BrokerUSD $216
Insurance broker organization code?3
Insurance broker nameCORY R. DAVERN

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