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403(B) THRIFT PLAN OF VALLEYLIFE 401k Plan overview

Plan Name403(B) THRIFT PLAN OF VALLEYLIFE
Plan identification number 001

403(B) THRIFT PLAN OF VALLEYLIFE 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.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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

VALLEYLIFE has sponsored the creation of one or more 401k plans.

Company Name:VALLEYLIFE
Employer identification number (EIN):860135840
NAIC Classification:621399
NAIC Description:Offices of All Other Miscellaneous Health Practitioners

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 403(B) THRIFT PLAN OF VALLEYLIFE

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
0012017-01-01LINDA SZYKO LINDA SZYKO2018-09-13
0012017-01-01LINDA SZYKO LINDA SZYKO2018-09-07
0012016-01-01LINDA SZYJKO LINDA SZYJKO2017-09-26
0012015-01-01LINDA SZYJKO LINDA SZYJKO2016-09-20
0012014-01-01LINDA SZYJKO LINDA SZYJKO2015-10-01
0012013-01-01LINDA SZYJKO LINDA SZYJKO2014-08-18
0012012-01-01LINDA SZYJKO LINDA SZYJKO2013-10-15
0012011-01-01LINDA MILLER LINDA MILLER2012-07-26
0012010-01-01LINDA MILLER LINDA MILLER2011-10-11
0012009-01-01LINDA MILLER LINDA MILLER2010-10-14

Plan Statistics for 403(B) THRIFT PLAN OF VALLEYLIFE

401k plan membership statisitcs for 403(B) THRIFT PLAN OF VALLEYLIFE

Measure Date Value
2022: 403(B) THRIFT PLAN OF VALLEYLIFE 2022 401k membership
Total participants, beginning-of-year2022-01-01655
Total number of active participants reported on line 7a of the Form 55002022-01-01360
Number of retired or separated participants receiving benefits2022-01-013
Number of other retired or separated participants entitled to future benefits2022-01-01355
Total of all active and inactive participants2022-01-01718
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01718
Number of participants with account balances2022-01-01630
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0136
2021: 403(B) THRIFT PLAN OF VALLEYLIFE 2021 401k membership
Total participants, beginning-of-year2021-01-01670
Total number of active participants reported on line 7a of the Form 55002021-01-01379
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01280
Total of all active and inactive participants2021-01-01659
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-01660
Number of participants with account balances2021-01-01589
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0188
2020: 403(B) THRIFT PLAN OF VALLEYLIFE 2020 401k membership
Total participants, beginning-of-year2020-01-01658
Total number of active participants reported on line 7a of the Form 55002020-01-01419
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01250
Total of all active and inactive participants2020-01-01669
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01670
Number of participants with account balances2020-01-01596
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0189
2019: 403(B) THRIFT PLAN OF VALLEYLIFE 2019 401k membership
Total participants, beginning-of-year2019-01-01571
Total number of active participants reported on line 7a of the Form 55002019-01-01420
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01236
Total of all active and inactive participants2019-01-01656
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-012
Total participants2019-01-01658
Number of participants with account balances2019-01-01579
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0192
2018: 403(B) THRIFT PLAN OF VALLEYLIFE 2018 401k membership
Total participants, beginning-of-year2018-01-01590
Total number of active participants reported on line 7a of the Form 55002018-01-01372
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01197
Total of all active and inactive participants2018-01-01569
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-012
Total participants2018-01-01571
Number of participants with account balances2018-01-01528
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0199
2017: 403(B) THRIFT PLAN OF VALLEYLIFE 2017 401k membership
Total participants, beginning-of-year2017-01-01546
Total number of active participants reported on line 7a of the Form 55002017-01-01523
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0166
Total of all active and inactive participants2017-01-01589
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01590
Number of participants with account balances2017-01-01524
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0184
2016: 403(B) THRIFT PLAN OF VALLEYLIFE 2016 401k membership
Total participants, beginning-of-year2016-01-01449
Total number of active participants reported on line 7a of the Form 55002016-01-01511
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0133
Total of all active and inactive participants2016-01-01544
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-012
Total participants2016-01-01546
Number of participants with account balances2016-01-01492
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0128
2015: 403(B) THRIFT PLAN OF VALLEYLIFE 2015 401k membership
Total participants, beginning-of-year2015-01-01293
Total number of active participants reported on line 7a of the Form 55002015-01-01411
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0138
Total of all active and inactive participants2015-01-01449
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01449
Number of participants with account balances2015-01-01449
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0142
2014: 403(B) THRIFT PLAN OF VALLEYLIFE 2014 401k membership
Total participants, beginning-of-year2014-01-01258
Total number of active participants reported on line 7a of the Form 55002014-01-01255
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0138
Total of all active and inactive participants2014-01-01293
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01293
Number of participants with account balances2014-01-01293
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0141
2013: 403(B) THRIFT PLAN OF VALLEYLIFE 2013 401k membership
Total participants, beginning-of-year2013-01-01107
Total number of active participants reported on line 7a of the Form 55002013-01-01242
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0116
Total of all active and inactive participants2013-01-01258
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01258
Number of participants with account balances2013-01-01258
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-017
2012: 403(B) THRIFT PLAN OF VALLEYLIFE 2012 401k membership
Total participants, beginning-of-year2012-01-01112
Total number of active participants reported on line 7a of the Form 55002012-01-0195
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0112
Total of all active and inactive participants2012-01-01107
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01107
Number of participants with account balances2012-01-01107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: 403(B) THRIFT PLAN OF VALLEYLIFE 2011 401k membership
Total participants, beginning-of-year2011-01-01143
Total number of active participants reported on line 7a of the Form 55002011-01-0176
Number of other retired or separated participants entitled to future benefits2011-01-0136
Total of all active and inactive participants2011-01-01112
Total participants2011-01-01112
Number of participants with account balances2011-01-01112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: 403(B) THRIFT PLAN OF VALLEYLIFE 2010 401k membership
Total participants, beginning-of-year2010-01-01147
Total number of active participants reported on line 7a of the Form 55002010-01-0177
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0166
Total of all active and inactive participants2010-01-01143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01143
Number of participants with account balances2010-01-01143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-016
2009: 403(B) THRIFT PLAN OF VALLEYLIFE 2009 401k membership
Total participants, beginning-of-year2009-01-01158
Total number of active participants reported on line 7a of the Form 55002009-01-0189
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0158
Total of all active and inactive participants2009-01-01147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01147
Number of participants with account balances2009-01-01147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-014

Financial Data on 403(B) THRIFT PLAN OF VALLEYLIFE

Measure Date Value
2022 : 403(B) THRIFT PLAN OF VALLEYLIFE 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 to this plan2022-12-31$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$0
Total income from all sources (including contributions)2022-12-31$-335,694
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$291,622
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$287,477
Expenses. Certain deemed distributions of participant loans2022-12-31$911
Value of total corrective distributions2022-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$476,900
Value of total assets at end of year2022-12-31$5,403,932
Value of total assets at beginning of year2022-12-31$6,031,248
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$3,234
Total interest from all sources2022-12-31$8,719
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$278,832
Participant contributions at end of year2022-12-31$102,684
Participant contributions at beginning of year2022-12-31$131,504
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$0
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$3,234
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$0
Value of net income/loss2022-12-31$-627,316
Value of net assets at end of year (total assets less liabilities)2022-12-31$5,403,932
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$6,031,248
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$4,118,390
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$4,699,993
Interest on participant loans2022-12-31$5,322
Income. Interest from loans (other than to participants)2022-12-31$0
Interest earned on other investments2022-12-31$3,397
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$1,182,858
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$1,199,751
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$0
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$0
Net investment gain/loss from pooled separate accounts2022-12-31$-821,313
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 contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$198,068
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$287,477
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 name2022-12-31FESTER & CHAPMAN, PLLC
Accountancy firm EIN2022-12-31821455657
2021 : 403(B) THRIFT PLAN OF VALLEYLIFE 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$1,095,230
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$281,406
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$266,725
Expenses. Certain deemed distributions of participant loans2021-12-31$9,623
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$505,216
Value of total assets at end of year2021-12-31$6,021,625
Value of total assets at beginning of year2021-12-31$5,207,801
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$5,058
Total interest from all sources2021-12-31$12,482
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 bond2021-12-31No
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$278,951
Participant contributions at end of year2021-12-31$121,881
Participant contributions at beginning of year2021-12-31$116,207
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$76,173
Other income not declared elsewhere2021-12-31$0
Administrative expenses (other) incurred2021-12-31$5,058
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$813,824
Value of net assets at end of year (total assets less liabilities)2021-12-31$6,021,625
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$5,207,801
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$4,699,993
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$4,572,021
Interest on participant loans2021-12-31$0
Interest earned on other investments2021-12-31$12,482
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$1,199,751
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$519,573
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$0
Net investment gain/loss from pooled separate accounts2021-12-31$577,532
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$150,092
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$266,725
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 plan2021-12-31Disclaimer
2020 : 403(B) THRIFT PLAN OF VALLEYLIFE 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$1,249,664
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$399,592
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$395,271
Expenses. Certain deemed distributions of participant loans2020-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$685,690
Value of total assets at end of year2020-12-31$5,207,801
Value of total assets at beginning of year2020-12-31$4,357,729
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$4,321
Total interest from all sources2020-12-31$6,615
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$298,857
Participant contributions at end of year2020-12-31$116,207
Participant contributions at beginning of year2020-12-31$126,619
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$208,766
Other income not declared elsewhere2020-12-31$0
Administrative expenses (other) incurred2020-12-31$4,321
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$850,072
Value of net assets at end of year (total assets less liabilities)2020-12-31$5,207,801
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$4,357,729
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$4,572,021
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$3,723,289
Interest on participant loans2020-12-31$0
Interest earned on other investments2020-12-31$6,615
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$519,573
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$507,821
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Net investment gain/loss from pooled separate accounts2020-12-31$557,359
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$178,067
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$395,271
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 name2020-12-31FESTER & CHAPMAN, PLLC
Accountancy firm EIN2020-12-31821455657
2019 : 403(B) THRIFT PLAN OF VALLEYLIFE 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$1,105,651
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$466,881
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$462,772
Expenses. Certain deemed distributions of participant loans2019-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$440,051
Value of total assets at end of year2019-12-31$4,357,729
Value of total assets at beginning of year2019-12-31$3,718,959
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$4,109
Total interest from all sources2019-12-31$10,044
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$268,004
Participant contributions at end of year2019-12-31$126,619
Participant contributions at beginning of year2019-12-31$90,053
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$22,312
Other income not declared elsewhere2019-12-31$0
Administrative expenses (other) incurred2019-12-31$4,109
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$638,770
Value of net assets at end of year (total assets less liabilities)2019-12-31$4,357,729
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$3,718,959
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 registered invesment companies (eg mutual funds) at end of year2019-12-31$3,723,289
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$3,190,351
Interest on participant loans2019-12-31$0
Interest earned on other investments2019-12-31$10,044
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$507,821
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$438,555
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Net investment gain/loss from pooled separate accounts2019-12-31$655,556
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$149,735
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$462,772
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 name2019-12-31FESTER & CHAPMAN, PLLC
Accountancy firm EIN2019-12-31821455657
2018 : 403(B) THRIFT PLAN OF VALLEYLIFE 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$254,743
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$355,644
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$351,431
Expenses. Certain deemed distributions of participant loans2018-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$463,222
Value of total assets at end of year2018-12-31$3,718,959
Value of total assets at beginning of year2018-12-31$3,819,860
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$4,213
Total interest from all sources2018-12-31$8,675
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$270,555
Participant contributions at end of year2018-12-31$90,053
Participant contributions at beginning of year2018-12-31$111,543
Participant contributions at beginning of year2018-12-31$7,824
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$38,940
Other income not declared elsewhere2018-12-31$0
Administrative expenses (other) incurred2018-12-31$4,213
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-100,901
Value of net assets at end of year (total assets less liabilities)2018-12-31$3,718,959
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$3,819,860
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 registered invesment companies (eg mutual funds) at end of year2018-12-31$3,190,351
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$3,367,283
Interest on participant loans2018-12-31$4,242
Interest earned on other investments2018-12-31$4,433
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$438,555
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$326,645
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$0
Net investment gain/loss from pooled separate accounts2018-12-31$-217,154
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$153,727
Employer contributions (assets) at beginning of year2018-12-31$6,565
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$351,431
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 name2018-12-31FESTER & CHAPMAN, PLLC
Accountancy firm EIN2018-12-31821455657
2017 : 403(B) THRIFT PLAN OF VALLEYLIFE 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$816,808
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$226,371
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$222,611
Expenses. Certain deemed distributions of participant loans2017-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$433,740
Value of total assets at end of year2017-12-31$3,819,860
Value of total assets at beginning of year2017-12-31$3,229,423
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$3,760
Total interest from all sources2017-12-31$7,196
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$500,000
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$256,869
Participant contributions at end of year2017-12-31$111,543
Participant contributions at beginning of year2017-12-31$93,326
Participant contributions at end of year2017-12-31$7,824
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$15,341
Other income not declared elsewhere2017-12-31$0
Administrative expenses (other) incurred2017-12-31$3,760
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$590,437
Value of net assets at end of year (total assets less liabilities)2017-12-31$3,819,860
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$3,229,423
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 registered invesment companies (eg mutual funds) at end of year2017-12-31$3,367,283
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$2,898,707
Interest on participant loans2017-12-31$3,519
Interest earned on other investments2017-12-31$3,677
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$326,645
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$237,390
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$0
Net investment gain/loss from pooled separate accounts2017-12-31$375,872
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$161,530
Employer contributions (assets) at end of year2017-12-31$6,565
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$222,611
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 name2017-12-31FESTER & CHAPMAN, PLLC
Accountancy firm EIN2017-12-31821455657
2016 : 403(B) THRIFT PLAN OF VALLEYLIFE 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$616,653
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$285,372
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$282,562
Expenses. Certain deemed distributions of participant loans2016-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$381,090
Value of total assets at end of year2016-12-31$3,229,423
Value of total assets at beginning of year2016-12-31$2,898,142
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$2,810
Total interest from all sources2016-12-31$6,809
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$500,000
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$233,839
Participant contributions at end of year2016-12-31$93,326
Participant contributions at beginning of year2016-12-31$83,452
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$990
Other income not declared elsewhere2016-12-31$0
Administrative expenses (other) incurred2016-12-31$2,810
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$331,281
Value of net assets at end of year (total assets less liabilities)2016-12-31$3,229,423
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$2,898,142
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$2,898,707
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$2,632,814
Interest on participant loans2016-12-31$3,671
Interest earned on other investments2016-12-31$3,138
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$237,390
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$181,876
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$0
Net investment gain/loss from pooled separate accounts2016-12-31$228,754
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$146,261
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$282,562
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 name2016-12-31SNYDER & BUTLER, CPAS, PLLC
Accountancy firm EIN2016-12-31472093877
2015 : 403(B) THRIFT PLAN OF VALLEYLIFE 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$363,374
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$617,534
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$614,100
Expenses. Certain deemed distributions of participant loans2015-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$381,578
Value of total assets at end of year2015-12-31$2,898,142
Value of total assets at beginning of year2015-12-31$3,152,302
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$3,434
Total interest from all sources2015-12-31$5,788
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$500,000
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$232,869
Participant contributions at end of year2015-12-31$83,452
Participant contributions at beginning of year2015-12-31$95,156
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$9,074
Other income not declared elsewhere2015-12-31$0
Administrative expenses (other) incurred2015-12-31$3,434
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-254,160
Value of net assets at end of year (total assets less liabilities)2015-12-31$2,898,142
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$3,152,302
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$2,632,814
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$2,838,962
Interest on participant loans2015-12-31$3,152
Interest earned on other investments2015-12-31$2,636
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$181,876
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$218,184
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$0
Net investment gain/loss from pooled separate accounts2015-12-31$-23,992
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$139,635
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$614,100
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 name2015-12-31SNYDER & BUTLER, CPAS, PLLC
Accountancy firm EIN2015-12-31472093877
2014 : 403(B) THRIFT PLAN OF VALLEYLIFE 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$605,950
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$101,968
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$98,788
Expenses. Certain deemed distributions of participant loans2014-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$407,873
Value of total assets at end of year2014-12-31$3,152,302
Value of total assets at beginning of year2014-12-31$2,648,320
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$3,180
Total interest from all sources2014-12-31$6,527
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$500,000
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$206,134
Participant contributions at end of year2014-12-31$95,156
Participant contributions at beginning of year2014-12-31$77,871
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$70,103
Other income not declared elsewhere2014-12-31$0
Administrative expenses (other) incurred2014-12-31$3,180
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$503,982
Value of net assets at end of year (total assets less liabilities)2014-12-31$3,152,302
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$2,648,320
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$2,838,962
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$2,437,688
Interest on participant loans2014-12-31$3,878
Interest earned on other investments2014-12-31$2,649
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$218,184
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$132,761
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$0
Net investment gain/loss from pooled separate accounts2014-12-31$191,550
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$131,636
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$98,788
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 name2014-12-31SNYDER & BUTLER, CPAS, PLLC
Accountancy firm EIN2014-12-31460855335
2013 : 403(B) THRIFT PLAN OF VALLEYLIFE 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$3,631
Total income from all sources (including contributions)2013-12-31$580,976
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$133,965
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$132,140
Expenses. Certain deemed distributions of participant loans2013-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$241,609
Value of total assets at end of year2013-12-31$2,648,321
Value of total assets at beginning of year2013-12-31$2,204,941
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$1,825
Total interest from all sources2013-12-31$4,353
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$500,000
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$153,880
Participant contributions at end of year2013-12-31$77,871
Participant contributions at beginning of year2013-12-31$39,410
Participant contributions at beginning of year2013-12-31$1,733
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$2,321
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$1,541
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$112
Other income not declared elsewhere2013-12-31$0
Administrative expenses (other) incurred2013-12-31$1,825
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$447,011
Value of net assets at end of year (total assets less liabilities)2013-12-31$2,648,321
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$2,201,310
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$2,437,689
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$2,066,191
Interest on participant loans2013-12-31$2,453
Interest earned on other investments2013-12-31$1,900
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$132,761
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$95,363
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$0
Net investment gain/loss from pooled separate accounts2013-12-31$335,014
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$85,408
Employer contributions (assets) at beginning of year2013-12-31$703
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$132,140
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$3,519
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 name2013-12-31SNYDER & BUTLER, CPAS, PLLC
Accountancy firm EIN2013-12-31460855335
2012 : 403(B) THRIFT PLAN OF VALLEYLIFE 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$3,631
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$580,147
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$486,904
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$484,774
Expenses. Certain deemed distributions of participant loans2012-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$357,955
Value of total assets at end of year2012-12-31$2,204,941
Value of total assets at beginning of year2012-12-31$2,108,067
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$2,130
Total interest from all sources2012-12-31$2,289
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$29,325
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$29,325
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
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$138,428
Participant contributions at end of year2012-12-31$39,410
Participant contributions at beginning of year2012-12-31$58,128
Participant contributions at end of year2012-12-31$1,733
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$157,875
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$1,541
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$112
Other income not declared elsewhere2012-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$93,243
Value of net assets at end of year (total assets less liabilities)2012-12-31$2,201,310
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$2,108,067
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$2,066,191
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$2,049,939
Interest on participant loans2012-12-31$2,289
Interest earned on other investments2012-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$95,363
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 registered investment companies (e.g. mutual funds)2012-12-31$190,578
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$61,652
Employer contributions (assets) at end of year2012-12-31$703
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$484,774
Contract administrator fees2012-12-31$2,130
Liabilities. Value of benefit claims payable at end of year2012-12-31$3,519
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 name2012-12-31CLIFTONLARSONALLEN, LLP
Accountancy firm EIN2012-12-31410746749
2011 : 403(B) THRIFT PLAN OF VALLEYLIFE 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$193,572
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$178,927
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$174,756
Expenses. Certain deemed distributions of participant loans2011-12-31$506
Value of total corrective distributions2011-12-31$993
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$209,353
Value of total assets at end of year2011-12-31$2,108,067
Value of total assets at beginning of year2011-12-31$2,093,422
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$2,672
Total interest from all sources2011-12-31$2,831
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$54,913
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$54,913
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$149,190
Participant contributions at end of year2011-12-31$58,128
Participant contributions at beginning of year2011-12-31$50,868
Participant contributions at beginning of year2011-12-31$5,017
Administrative expenses (other) incurred2011-12-31$2,672
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$14,645
Value of net assets at end of year (total assets less liabilities)2011-12-31$2,108,067
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$2,093,422
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$2,049,939
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$2,035,475
Interest on participant loans2011-12-31$2,831
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-73,525
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$60,163
Employer contributions (assets) at beginning of year2011-12-31$2,062
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$174,756
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)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31CLIFTONLARSONALLEN,LLP
Accountancy firm EIN2011-12-31410746749
2010 : 403(B) THRIFT PLAN OF VALLEYLIFE 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$423,178
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$220,816
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$217,811
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$222,833
Value of total assets at end of year2010-12-31$2,093,422
Value of total assets at beginning of year2010-12-31$1,891,060
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$3,005
Total interest from all sources2010-12-31$3,308
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$52,096
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$52,096
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
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$156,088
Participant contributions at end of year2010-12-31$50,868
Participant contributions at beginning of year2010-12-31$51,380
Participant contributions at end of year2010-12-31$5,017
Participant contributions at beginning of year2010-12-31$4,394
Administrative expenses (other) incurred2010-12-31$3,005
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$202,362
Value of net assets at end of year (total assets less liabilities)2010-12-31$2,093,422
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$1,891,060
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$2,035,475
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$1,833,229
Interest on participant loans2010-12-31$3,308
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$144,941
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$66,745
Employer contributions (assets) at end of year2010-12-31$2,062
Employer contributions (assets) at beginning of year2010-12-31$2,057
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$217,811
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 name2010-12-31LARSONALLEN, LLP
Accountancy firm EIN2010-12-31410746749
2009 : 403(B) THRIFT PLAN OF VALLEYLIFE 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for 403(B) THRIFT PLAN OF VALLEYLIFE

2022: 403(B) THRIFT PLAN OF VALLEYLIFE 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedYes
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan benefit arrangement – InsuranceYes
2021: 403(B) THRIFT PLAN OF VALLEYLIFE 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: 403(B) THRIFT PLAN OF VALLEYLIFE 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: 403(B) THRIFT PLAN OF VALLEYLIFE 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: 403(B) THRIFT PLAN OF VALLEYLIFE 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: 403(B) THRIFT PLAN OF VALLEYLIFE 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan benefit arrangement – InsuranceYes
2016: 403(B) THRIFT PLAN OF VALLEYLIFE 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan benefit arrangement – InsuranceYes
2015: 403(B) THRIFT PLAN OF VALLEYLIFE 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan benefit arrangement – InsuranceYes
2014: 403(B) THRIFT PLAN OF VALLEYLIFE 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan benefit arrangement – InsuranceYes
2013: 403(B) THRIFT PLAN OF VALLEYLIFE 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 benefit arrangement – InsuranceYes
2012: 403(B) THRIFT PLAN OF VALLEYLIFE 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 benefit arrangement – InsuranceYes
2011: 403(B) THRIFT PLAN OF VALLEYLIFE 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: 403(B) THRIFT PLAN OF VALLEYLIFE 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: 403(B) THRIFT PLAN OF VALLEYLIFE 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number005903
Policy instance 1
Insurance contract or identification number005903
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 $1,939
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 fees1939
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 number005903A
Policy instance 1
Insurance contract or identification number005903A
Number of Individuals Covered660
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 $1,594
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 fees1594
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 number005903A
Policy instance 1
Insurance contract or identification number005903A
Number of Individuals Covered670
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 $1,594
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 fees1594
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 number005903A
Policy instance 1
Insurance contract or identification number005903A
Number of Individuals Covered658
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 $436
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 fees436
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 number005903A
Policy instance 1
Insurance contract or identification number005903A
Number of Individuals Covered590
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 $1,800
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 fees1800
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP PROGRAM
Insurance broker organization code?3
Insurance broker namePHOENIX REGIONAL OFFICE

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