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EMPLOYEE BENEFIT PLAN OF UNITED CEREBRAL PALSY ASSOCIATION OF CENTRAL ARIZO 401k Plan overview

Plan NameEMPLOYEE BENEFIT PLAN OF UNITED CEREBRAL PALSY ASSOCIATION OF CENTRAL ARIZO
Plan identification number 001

EMPLOYEE BENEFIT PLAN OF UNITED CEREBRAL PALSY ASSOCIATION OF CENTRAL ARIZO Benefits

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

401k Sponsoring company profile

UNITED CEREBRAL PALSY OF CENTRAL ARIZONA has sponsored the creation of one or more 401k plans.

Company Name:UNITED CEREBRAL PALSY OF CENTRAL ARIZONA
Employer identification number (EIN):860110967
NAIC Classification:621498
NAIC Description:All Other Outpatient Care Centers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EMPLOYEE BENEFIT PLAN OF UNITED CEREBRAL PALSY ASSOCIATION OF CENTRAL ARIZO

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
0012018-01-01
0012017-01-01BRENDA HANSERD BRENDA HANSERD2018-07-31
0012016-01-01BRENDA HANSERD BRENDA HANSERD2017-07-24
0012015-01-012016-07-28
0012015-01-01SHIRLEY HINDLE SHIRLEY HINDLE2016-07-29
0012014-01-01KATHLEEN MOREN KATHLEEN MOREN2015-10-14
0012013-01-01ELAYNE SCHERMERHORN ELAYNE SCHERMERHORN2014-07-28
0012012-01-01PEGGI PEASLEE PEGGI PEASLEE2013-10-14
0012011-01-01PEGGI PEASLEE
0012010-01-01PEGGI PEASLEE PEGGI PEASLEE2011-10-14
0012009-01-01GARTH J ESPE GARTH J ESPE2010-10-04

Plan Statistics for EMPLOYEE BENEFIT PLAN OF UNITED CEREBRAL PALSY ASSOCIATION OF CENTRAL ARIZO

401k plan membership statisitcs for EMPLOYEE BENEFIT PLAN OF UNITED CEREBRAL PALSY ASSOCIATION OF CENTRAL ARIZO

Measure Date Value
2022: EMPLOYEE BENEFIT PLAN OF UNITED CEREBRAL PALSY ASSOCIATION OF CENTRAL ARIZO 2022 401k membership
Total participants, beginning-of-year2022-01-01361
Total number of active participants reported on line 7a of the Form 55002022-01-01300
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01144
Total of all active and inactive participants2022-01-01444
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01445
Number of participants with account balances2022-01-01219
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-013
2021: EMPLOYEE BENEFIT PLAN OF UNITED CEREBRAL PALSY ASSOCIATION OF CENTRAL ARIZO 2021 401k membership
Total participants, beginning-of-year2021-01-01361
Total number of active participants reported on line 7a of the Form 55002021-01-01228
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01132
Total of all active and inactive participants2021-01-01360
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-01361
Number of participants with account balances2021-01-01226
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-019
2020: EMPLOYEE BENEFIT PLAN OF UNITED CEREBRAL PALSY ASSOCIATION OF CENTRAL ARIZO 2020 401k membership
Total participants, beginning-of-year2020-01-01370
Total number of active participants reported on line 7a of the Form 55002020-01-01237
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01121
Total of all active and inactive participants2020-01-01358
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-013
Total participants2020-01-01361
Number of participants with account balances2020-01-01224
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-014
2019: EMPLOYEE BENEFIT PLAN OF UNITED CEREBRAL PALSY ASSOCIATION OF CENTRAL ARIZO 2019 401k membership
Total participants, beginning-of-year2019-01-01389
Total number of active participants reported on line 7a of the Form 55002019-01-01252
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01117
Total of all active and inactive participants2019-01-01369
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01370
Number of participants with account balances2019-01-01222
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0125
2018: EMPLOYEE BENEFIT PLAN OF UNITED CEREBRAL PALSY ASSOCIATION OF CENTRAL ARIZO 2018 401k membership
Total participants, beginning-of-year2018-01-01378
Total number of active participants reported on line 7a of the Form 55002018-01-01298
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0190
Total of all active and inactive participants2018-01-01388
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01389
Number of participants with account balances2018-01-01230
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-012
2017: EMPLOYEE BENEFIT PLAN OF UNITED CEREBRAL PALSY ASSOCIATION OF CENTRAL ARIZO 2017 401k membership
Total participants, beginning-of-year2017-01-01365
Total number of active participants reported on line 7a of the Form 55002017-01-01284
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0193
Total of all active and inactive participants2017-01-01377
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01378
Number of participants with account balances2017-01-01225
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-017
2016: EMPLOYEE BENEFIT PLAN OF UNITED CEREBRAL PALSY ASSOCIATION OF CENTRAL ARIZO 2016 401k membership
Total participants, beginning-of-year2016-01-01359
Total number of active participants reported on line 7a of the Form 55002016-01-01279
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0186
Total of all active and inactive participants2016-01-01365
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01365
Number of participants with account balances2016-01-01206
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-019
2015: EMPLOYEE BENEFIT PLAN OF UNITED CEREBRAL PALSY ASSOCIATION OF CENTRAL ARIZO 2015 401k membership
Total participants, beginning-of-year2015-01-01364
Total number of active participants reported on line 7a of the Form 55002015-01-01279
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0179
Total of all active and inactive participants2015-01-01358
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-01359
Number of participants with account balances2015-01-01359
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0117
2014: EMPLOYEE BENEFIT PLAN OF UNITED CEREBRAL PALSY ASSOCIATION OF CENTRAL ARIZO 2014 401k membership
Total participants, beginning-of-year2014-01-01364
Total number of active participants reported on line 7a of the Form 55002014-01-01310
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0154
Total of all active and inactive participants2014-01-01364
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01364
Number of participants with account balances2014-01-01364
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-011
2013: EMPLOYEE BENEFIT PLAN OF UNITED CEREBRAL PALSY ASSOCIATION OF CENTRAL ARIZO 2013 401k membership
Total participants, beginning-of-year2013-01-01445
Total number of active participants reported on line 7a of the Form 55002013-01-01303
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0161
Total of all active and inactive participants2013-01-01364
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01364
Number of participants with account balances2013-01-01364
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-011
2012: EMPLOYEE BENEFIT PLAN OF UNITED CEREBRAL PALSY ASSOCIATION OF CENTRAL ARIZO 2012 401k membership
Total participants, beginning-of-year2012-01-010
Total number of active participants reported on line 7a of the Form 55002012-01-01304
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01141
Total of all active and inactive participants2012-01-01445
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01445
Number of participants with account balances2012-01-01445
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-014
2011: EMPLOYEE BENEFIT PLAN OF UNITED CEREBRAL PALSY ASSOCIATION OF CENTRAL ARIZO 2011 401k membership
Total participants, beginning-of-year2011-01-01215
Total number of active participants reported on line 7a of the Form 55002011-01-01144
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0163
Total of all active and inactive participants2011-01-01207
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01207
Number of participants with account balances2011-01-01195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: EMPLOYEE BENEFIT PLAN OF UNITED CEREBRAL PALSY ASSOCIATION OF CENTRAL ARIZO 2010 401k membership
Total participants, beginning-of-year2010-01-01226
Total number of active participants reported on line 7a of the Form 55002010-01-01181
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0134
Total of all active and inactive participants2010-01-01215
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01215
Number of participants with account balances2010-01-01210
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: EMPLOYEE BENEFIT PLAN OF UNITED CEREBRAL PALSY ASSOCIATION OF CENTRAL ARIZO 2009 401k membership
Total participants, beginning-of-year2009-01-01206
Total number of active participants reported on line 7a of the Form 55002009-01-01190
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0136
Total of all active and inactive participants2009-01-01226
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01226
Number of participants with account balances2009-01-01202
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0120

Financial Data on EMPLOYEE BENEFIT PLAN OF UNITED CEREBRAL PALSY ASSOCIATION OF CENTRAL ARIZO

Measure Date Value
2022 : EMPLOYEE BENEFIT PLAN OF UNITED CEREBRAL PALSY ASSOCIATION OF CENTRAL ARIZO 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$0
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets from this plan2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-749,478
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$372,063
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$370,759
Expenses. Certain deemed distributions of participant loans2022-12-31$0
Value of total corrective distributions2022-12-31$182
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$354,438
Value of total assets at end of year2022-12-31$5,981,742
Value of total assets at beginning of year2022-12-31$7,103,283
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$1,122
Total interest from all sources2022-12-31$2,000
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$0
Assets. Real estate other than employer real property at end of year2022-12-31$0
Assets. Real estate other than employer real property at beginning of year2022-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2022-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2022-12-31$0
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$231,972
Participant contributions at end of year2022-12-31$49,787
Participant contributions at beginning of year2022-12-31$49,550
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$0
Assets. Other investments not covered elsewhere at end of year2022-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$2,992
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$0
Assets. Loans (other than to participants) at end of year2022-12-31$0
Assets. Loans (other than to participants) at beginning of year2022-12-31$0
Other income not declared elsewhere2022-12-31$0
Administrative expenses (other) incurred2022-12-31$1,122
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Income. Non cash contributions2022-12-31$0
Value of net income/loss2022-12-31$-1,121,541
Value of net assets at end of year (total assets less liabilities)2022-12-31$5,981,742
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$7,103,283
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Assets. partnership/joint venture interests at end of year2022-12-31$0
Assets. partnership/joint venture interests at beginning of year2022-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$5,626,716
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$6,656,718
Interest on participant loans2022-12-31$2,000
Income. Interest from loans (other than to participants)2022-12-31$0
Income. Interest from US Government securities2022-12-31$0
Income. Interest from corporate debt instruments2022-12-31$0
Value of interest in master investment trust accounts at end of year2022-12-31$0
Value of interest in master investment trust accounts at beginning of year2022-12-31$0
Value of interest in common/collective trusts at end of year2022-12-31$0
Value of interest in common/collective trusts at beginning of year2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2022-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$305,239
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$397,015
Asset value of US Government securities at end of year2022-12-31$0
Asset value of US Government securities at beginning of year2022-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$0
Net investment gain/loss from pooled separate accounts2022-12-31$-1,105,916
Net investment gain or loss from common/collective trusts2022-12-31$0
Net gain/loss from 103.12 investment entities2022-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$119,474
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$0
Income. Dividends from preferred stock2022-12-31$0
Income. Dividends from common stock2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$370,759
Asset. Corporate debt instrument preferred debt at end of year2022-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2022-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$0
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$0
Aggregate carrying amount (costs) on sale of assets2022-12-31$0
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31JOHNSON LAWDAHL ENDRES, PLLC
Accountancy firm EIN2022-12-31471615122
2021 : EMPLOYEE BENEFIT PLAN OF UNITED CEREBRAL PALSY ASSOCIATION OF CENTRAL ARIZO 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$1,382,221
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$359,965
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$357,164
Expenses. Certain deemed distributions of participant loans2021-12-31$0
Value of total corrective distributions2021-12-31$963
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$422,930
Value of total assets at end of year2021-12-31$7,103,283
Value of total assets at beginning of year2021-12-31$6,081,027
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$1,838
Total interest from all sources2021-12-31$5,882
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$267,472
Participant contributions at end of year2021-12-31$49,550
Participant contributions at beginning of year2021-12-31$82,043
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$0
Other income not declared elsewhere2021-12-31$0
Administrative expenses (other) incurred2021-12-31$1,838
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$1,022,256
Value of net assets at end of year (total assets less liabilities)2021-12-31$7,103,283
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$6,081,027
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$6,656,718
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$5,717,136
Interest on participant loans2021-12-31$2,744
Interest earned on other investments2021-12-31$3,138
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$397,015
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$281,848
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$0
Net investment gain/loss from pooled separate accounts2021-12-31$953,409
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$155,458
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$357,164
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31JOHNSON LAWDAHL ENDRES, PLLC
Accountancy firm EIN2021-12-31471615122
2020 : EMPLOYEE BENEFIT PLAN OF UNITED CEREBRAL PALSY ASSOCIATION OF CENTRAL ARIZO 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$1,122,192
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$355,481
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$351,011
Expenses. Certain deemed distributions of participant loans2020-12-31$2,578
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$426,418
Value of total assets at end of year2020-12-31$6,081,027
Value of total assets at beginning of year2020-12-31$5,314,316
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$1,892
Total interest from all sources2020-12-31$5,990
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$261,465
Participant contributions at end of year2020-12-31$82,043
Participant contributions at beginning of year2020-12-31$79,796
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$1,352
Other income not declared elsewhere2020-12-31$0
Administrative expenses (other) incurred2020-12-31$1,892
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$766,711
Value of net assets at end of year (total assets less liabilities)2020-12-31$6,081,027
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$5,314,316
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$5,717,136
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$4,986,508
Interest on participant loans2020-12-31$3,350
Interest earned on other investments2020-12-31$2,640
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$281,848
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$248,012
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Net investment gain/loss from pooled separate accounts2020-12-31$689,784
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$163,601
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$351,011
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31JOHNSON LAWDAHL ENDRES, PLLC
Accountancy firm EIN2020-12-31471615122
2019 : EMPLOYEE BENEFIT PLAN OF UNITED CEREBRAL PALSY ASSOCIATION OF CENTRAL ARIZO 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$1,542,055
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$518,681
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$502,830
Expenses. Certain deemed distributions of participant loans2019-12-31$13,180
Value of total corrective distributions2019-12-31$668
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$633,297
Value of total assets at end of year2019-12-31$5,314,316
Value of total assets at beginning of year2019-12-31$4,290,942
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$2,003
Total interest from all sources2019-12-31$8,135
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$341,995
Participant contributions at end of year2019-12-31$79,796
Participant contributions at beginning of year2019-12-31$119,071
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$104,060
Other income not declared elsewhere2019-12-31$188
Administrative expenses (other) incurred2019-12-31$2,003
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$1,023,374
Value of net assets at end of year (total assets less liabilities)2019-12-31$5,314,316
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$4,290,942
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in pooled separate accounts at end of year2019-12-31$4,986,508
Value of interest in pooled separate accounts at beginning of year2019-12-31$3,992,592
Interest on participant loans2019-12-31$4,738
Interest earned on other investments2019-12-31$3,397
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$248,012
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$179,279
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Net investment gain/loss from pooled separate accounts2019-12-31$900,435
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$187,242
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$502,830
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31JOHNSON LAWDAHL ENDRES, PLLC
Accountancy firm EIN2019-12-31471615122
2018 : EMPLOYEE BENEFIT PLAN OF UNITED CEREBRAL PALSY ASSOCIATION OF CENTRAL ARIZO 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$210,407
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$294,748
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$283,449
Expenses. Certain deemed distributions of participant loans2018-12-31$8,651
Value of total corrective distributions2018-12-31$558
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$514,267
Value of total assets at end of year2018-12-31$4,290,942
Value of total assets at beginning of year2018-12-31$4,375,283
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$2,090
Total interest from all sources2018-12-31$7,163
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$311,038
Participant contributions at end of year2018-12-31$119,071
Participant contributions at beginning of year2018-12-31$109,826
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$29
Other income not declared elsewhere2018-12-31$0
Administrative expenses (other) incurred2018-12-31$2,090
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-84,341
Value of net assets at end of year (total assets less liabilities)2018-12-31$4,290,942
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$4,375,283
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in pooled separate accounts at end of year2018-12-31$3,992,592
Value of interest in pooled separate accounts at beginning of year2018-12-31$4,097,478
Interest on participant loans2018-12-31$5,446
Interest earned on other investments2018-12-31$1,717
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$179,279
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$167,979
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$0
Net investment gain/loss from pooled separate accounts2018-12-31$-311,023
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$203,200
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$283,449
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31JOHNSON LAWDAHL ENDRES, PLLC
Accountancy firm EIN2018-12-31471615122
2017 : EMPLOYEE BENEFIT PLAN OF UNITED CEREBRAL PALSY ASSOCIATION OF CENTRAL ARIZO 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$1,354,787
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$119,779
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$108,015
Expenses. Certain deemed distributions of participant loans2017-12-31$6,409
Value of total corrective distributions2017-12-31$3,195
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$883,826
Value of total assets at end of year2017-12-31$4,375,283
Value of total assets at beginning of year2017-12-31$3,140,275
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$2,160
Total interest from all sources2017-12-31$4,984
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$350,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$299,448
Participant contributions at end of year2017-12-31$109,826
Participant contributions at beginning of year2017-12-31$91,954
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$385,605
Other income not declared elsewhere2017-12-31$58
Administrative expenses (other) incurred2017-12-31$2,160
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,235,008
Value of net assets at end of year (total assets less liabilities)2017-12-31$4,375,283
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$3,140,275
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in pooled separate accounts at end of year2017-12-31$4,097,478
Value of interest in pooled separate accounts at beginning of year2017-12-31$2,983,262
Interest on participant loans2017-12-31$4,272
Interest earned on other investments2017-12-31$712
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$167,979
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$65,059
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$0
Net investment gain/loss from pooled separate accounts2017-12-31$465,919
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$198,773
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$108,015
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31JOHNSON LAWDAHL ENDRES, PLLC
Accountancy firm EIN2017-12-31471615122
2016 : EMPLOYEE BENEFIT PLAN OF UNITED CEREBRAL PALSY ASSOCIATION OF CENTRAL ARIZO 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$744,975
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$217,978
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$215,813
Expenses. Certain deemed distributions of participant loans2016-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$487,840
Value of total assets at end of year2016-12-31$3,140,275
Value of total assets at beginning of year2016-12-31$2,613,278
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$2,165
Total interest from all sources2016-12-31$4,798
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$350,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$252,254
Participant contributions at end of year2016-12-31$91,954
Participant contributions at beginning of year2016-12-31$104,749
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$27,123
Other income not declared elsewhere2016-12-31$0
Administrative expenses (other) incurred2016-12-31$2,165
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$526,997
Value of net assets at end of year (total assets less liabilities)2016-12-31$3,140,275
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$2,613,278
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$2,983,262
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$2,442,305
Interest on participant loans2016-12-31$4,208
Interest earned on other investments2016-12-31$590
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$65,059
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$66,224
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$0
Net investment gain/loss from pooled separate accounts2016-12-31$252,337
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$208,463
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$215,813
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31JOHNSON LAWDAHL ENDRES, PLLC
Accountancy firm EIN2016-12-31471615122
2015 : EMPLOYEE BENEFIT PLAN OF UNITED CEREBRAL PALSY ASSOCIATION OF CENTRAL ARIZO 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$322,338
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$172,105
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$169,335
Expenses. Certain deemed distributions of participant loans2015-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$341,050
Value of total assets at end of year2015-12-31$2,613,278
Value of total assets at beginning of year2015-12-31$2,463,045
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$2,770
Total interest from all sources2015-12-31$3,483
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$350,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$187,260
Participant contributions at end of year2015-12-31$104,749
Participant contributions at beginning of year2015-12-31$61,015
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$6,253
Other income not declared elsewhere2015-12-31$0
Administrative expenses (other) incurred2015-12-31$2,770
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$150,233
Value of net assets at end of year (total assets less liabilities)2015-12-31$2,613,278
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$2,463,045
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$2,442,305
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$2,351,664
Interest on participant loans2015-12-31$3,483
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$66,224
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$50,366
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$0
Net investment gain/loss from pooled separate accounts2015-12-31$-22,195
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$147,537
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$169,335
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31JOHNSON LAWDAHL, PLLC
Accountancy firm EIN2015-12-31471615122
2014 : EMPLOYEE BENEFIT PLAN OF UNITED CEREBRAL PALSY ASSOCIATION OF CENTRAL ARIZO 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$529,824
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$226,841
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$221,813
Expenses. Certain deemed distributions of participant loans2014-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$374,064
Value of total assets at end of year2014-12-31$2,463,047
Value of total assets at beginning of year2014-12-31$2,160,064
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$5,028
Total interest from all sources2014-12-31$2,658
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$250,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$192,335
Participant contributions at end of year2014-12-31$61,015
Participant contributions at beginning of year2014-12-31$56,271
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$30,255
Other income not declared elsewhere2014-12-31$349
Administrative expenses (other) incurred2014-12-31$5,028
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$302,983
Value of net assets at end of year (total assets less liabilities)2014-12-31$2,463,047
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$2,160,064
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$2,351,666
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$2,058,964
Interest on participant loans2014-12-31$2,265
Interest earned on other investments2014-12-31$393
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$50,366
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$44,829
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$0
Net investment gain/loss from pooled separate accounts2014-12-31$152,753
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$151,474
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$221,813
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31JOHNSON LAWDAHL, PLLC
Accountancy firm EIN2014-12-31471615122
2013 : EMPLOYEE BENEFIT PLAN OF UNITED CEREBRAL PALSY ASSOCIATION OF CENTRAL ARIZO 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$731,350
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$306,107
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$282,116
Expenses. Certain deemed distributions of participant loans2013-12-31$2,892
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$374,809
Value of total assets at end of year2013-12-31$2,160,064
Value of total assets at beginning of year2013-12-31$1,734,821
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$21,099
Total interest from all sources2013-12-31$2,176
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$125,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$165,060
Participant contributions at end of year2013-12-31$56,271
Participant contributions at beginning of year2013-12-31$32,018
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$83,414
Other income not declared elsewhere2013-12-31$14,562
Administrative expenses (other) incurred2013-12-31$21,099
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$425,243
Value of net assets at end of year (total assets less liabilities)2013-12-31$2,160,064
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,734,821
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$2,058,964
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$1,658,573
Interest on participant loans2013-12-31$1,661
Interest earned on other investments2013-12-31$515
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$44,829
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$44,230
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$0
Net investment gain/loss from pooled separate accounts2013-12-31$339,803
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$126,335
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$282,116
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31LIEM & COMPANY, P.C.
Accountancy firm EIN2013-12-31860815751
2012 : EMPLOYEE BENEFIT PLAN OF UNITED CEREBRAL PALSY ASSOCIATION OF CENTRAL ARIZO 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$109,510
Total unrealized appreciation/depreciation of assets2012-12-31$109,510
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$541,244
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$199,098
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$187,461
Expenses. Certain deemed distributions of participant loans2012-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$373,637
Value of total assets at end of year2012-12-31$1,734,821
Value of total assets at beginning of year2012-12-31$1,392,675
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$11,637
Total interest from all sources2012-12-31$16,679
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$125,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$186,574
Participant contributions at end of year2012-12-31$32,018
Participant contributions at beginning of year2012-12-31$37,670
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$28,042
Other income not declared elsewhere2012-12-31$0
Administrative expenses (other) incurred2012-12-31$11,637
Total non interest bearing cash at beginning of year2012-12-31$25
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$342,146
Value of net assets at end of year (total assets less liabilities)2012-12-31$1,734,821
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$1,392,675
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$1,354,980
Value of interest in pooled separate accounts at end of year2012-12-31$1,658,573
Interest on participant loans2012-12-31$1,574
Interest earned on other investments2012-12-31$15,105
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$44,230
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$0
Net investment gain/loss from pooled separate accounts2012-12-31$41,418
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$159,021
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$187,461
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31LIEM & COMPANY, P.C.
Accountancy firm EIN2012-12-31860815751
2011 : EMPLOYEE BENEFIT PLAN OF UNITED CEREBRAL PALSY ASSOCIATION OF CENTRAL ARIZO 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$300,332
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$161,823
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$132,677
Expenses. Certain deemed distributions of participant loans2011-12-31$4,554
Value of total corrective distributions2011-12-31$11,883
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$303,146
Value of total assets at end of year2011-12-31$1,392,675
Value of total assets at beginning of year2011-12-31$1,254,166
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$12,709
Total interest from all sources2011-12-31$1,165
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$45,193
Administrative expenses professional fees incurred2011-12-31$5,192
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$125,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$186,019
Participant contributions at end of year2011-12-31$37,670
Participant contributions at beginning of year2011-12-31$25,802
Participant contributions at end of year2011-12-31$15,461
Participant contributions at beginning of year2011-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$11,883
Total non interest bearing cash at end of year2011-12-31$25
Total non interest bearing cash at beginning of year2011-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$138,509
Value of net assets at end of year (total assets less liabilities)2011-12-31$1,392,675
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$1,254,166
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$7,517
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$1,354,980
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$1,228,364
Interest on participant loans2011-12-31$1,165
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-3,979
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$117,127
Employer contributions (assets) at end of year2011-12-31$15,382
Employer contributions (assets) at beginning of year2011-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$132,677
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31LIEM & COMPANY PC
Accountancy firm EIN2011-12-31860815751
2010 : EMPLOYEE BENEFIT PLAN OF UNITED CEREBRAL PALSY ASSOCIATION OF CENTRAL ARIZO 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$376,828
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$177,899
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$165,522
Expenses. Certain deemed distributions of participant loans2010-12-31$1,589
Value of total corrective distributions2010-12-31$487
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$258,676
Value of total assets at end of year2010-12-31$1,254,166
Value of total assets at beginning of year2010-12-31$1,055,237
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$10,301
Total interest from all sources2010-12-31$843
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$3,841
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$100,000
If this is an individual account plan, was there a blackout period2010-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$181,821
Participant contributions at end of year2010-12-31$25,802
Participant contributions at beginning of year2010-12-31$11,660
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2010-12-31$556
Total non interest bearing cash at end of year2010-12-31$0
Total non interest bearing cash at beginning of year2010-12-31$1,043,577
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$198,929
Value of net assets at end of year (total assets less liabilities)2010-12-31$1,254,166
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$1,055,237
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$6,460
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$1,228,364
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$0
Interest on participant loans2010-12-31$843
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$117,309
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$76,855
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$164,966
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31Yes
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31LIEM & COMPANY PC
Accountancy firm EIN2010-12-31860815751

Form 5500 Responses for EMPLOYEE BENEFIT PLAN OF UNITED CEREBRAL PALSY ASSOCIATION OF CENTRAL ARIZO

2022: EMPLOYEE BENEFIT PLAN OF UNITED CEREBRAL PALSY ASSOCIATION OF CENTRAL ARIZO 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 planYes
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan benefit arrangement – InsuranceYes
2021: EMPLOYEE BENEFIT PLAN OF UNITED CEREBRAL PALSY ASSOCIATION OF CENTRAL ARIZO 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: EMPLOYEE BENEFIT PLAN OF UNITED CEREBRAL PALSY ASSOCIATION OF CENTRAL ARIZO 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: EMPLOYEE BENEFIT PLAN OF UNITED CEREBRAL PALSY ASSOCIATION OF CENTRAL ARIZO 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: EMPLOYEE BENEFIT PLAN OF UNITED CEREBRAL PALSY ASSOCIATION OF CENTRAL ARIZO 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: EMPLOYEE BENEFIT PLAN OF UNITED CEREBRAL PALSY ASSOCIATION OF CENTRAL ARIZO 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2016: EMPLOYEE BENEFIT PLAN OF UNITED CEREBRAL PALSY ASSOCIATION OF CENTRAL ARIZO 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2015: EMPLOYEE BENEFIT PLAN OF UNITED CEREBRAL PALSY ASSOCIATION OF CENTRAL ARIZO 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2014: EMPLOYEE BENEFIT PLAN OF UNITED CEREBRAL PALSY ASSOCIATION OF CENTRAL ARIZO 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2013: EMPLOYEE BENEFIT PLAN OF UNITED CEREBRAL PALSY ASSOCIATION OF CENTRAL ARIZO 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: EMPLOYEE BENEFIT PLAN OF UNITED CEREBRAL PALSY ASSOCIATION OF CENTRAL ARIZO 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: EMPLOYEE BENEFIT PLAN OF UNITED CEREBRAL PALSY ASSOCIATION OF CENTRAL ARIZO 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: EMPLOYEE BENEFIT PLAN OF UNITED CEREBRAL PALSY ASSOCIATION OF CENTRAL ARIZO 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: EMPLOYEE BENEFIT PLAN OF UNITED CEREBRAL PALSY ASSOCIATION OF CENTRAL ARIZO 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number012328
Policy instance 1
Insurance contract or identification number012328
Number of Individuals Covered0
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,354
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
Amount paid for insurance broker fees1354
Additional information about fees paid to insurance brokerINCENTIVE COMPENSATION
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number012328F
Policy instance 1
Insurance contract or identification number012328F
Number of Individuals Covered361
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $2,194
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 fees2194
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 number012328F
Policy instance 1
Insurance contract or identification number012328F
Number of Individuals Covered361
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $2,194
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 fees2194
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 number012328F
Policy instance 1
Insurance contract or identification number012328F
Number of Individuals Covered370
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $443
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 fees443
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 number012328F
Policy instance 1
Insurance contract or identification number012328F
Number of Individuals Covered378
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $2,290
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 fees2290
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 number012328F
Policy instance 1
Insurance contract or identification number012328F
Number of Individuals Covered359
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,692
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 fees1692
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 number012328F
Policy instance 1
Insurance contract or identification number012328F
Number of Individuals Covered364
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $463
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 fees463
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 number012328F
Policy instance 1
Insurance contract or identification number012328F
Number of Individuals Covered364
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $8,158
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 fees8158
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 number012328F
Policy instance 1
Insurance contract or identification number012328F
Number of Individuals Covered445
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?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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