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NORTHWEST CHRISTIAN SCHOOL 401(K) PLAN 401k Plan overview

Plan NameNORTHWEST CHRISTIAN SCHOOL 401(K) PLAN
Plan identification number 001

NORTHWEST CHRISTIAN SCHOOL 401(K) PLAN Benefits

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

401k Sponsoring company profile

NORTHWEST CHRISTIAN SCHOOL has sponsored the creation of one or more 401k plans.

Company Name:NORTHWEST CHRISTIAN SCHOOL
Employer identification number (EIN):860445016
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NORTHWEST CHRISTIAN SCHOOL 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-07-01
0012021-07-01
0012020-07-01
0012019-07-01
0012018-07-01
0012017-07-01KATE LEWIS KATE LEWIS2019-01-17
0012016-07-01MARY LEWIS MARY LEWIS2018-07-18
0012016-07-01 KATE LEWIS2018-04-12
0012015-07-01KATE LEWIS KATE LEWIS2017-02-24
0012014-07-01THOMAS L HARTZLER THOMAS L HARTZLER2016-03-08
0012013-07-01MARY KATE LEWIS MARY KATE LEWIS2015-03-30
0012012-07-01KATE LEWIS KATE LEWIS2014-03-26

Plan Statistics for NORTHWEST CHRISTIAN SCHOOL 401(K) PLAN

401k plan membership statisitcs for NORTHWEST CHRISTIAN SCHOOL 401(K) PLAN

Measure Date Value
2022: NORTHWEST CHRISTIAN SCHOOL 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-07-01265
Total number of active participants reported on line 7a of the Form 55002022-07-01284
Number of retired or separated participants receiving benefits2022-07-012
Number of other retired or separated participants entitled to future benefits2022-07-0125
Total of all active and inactive participants2022-07-01311
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-07-010
Total participants2022-07-01311
Number of participants with account balances2022-07-0195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-07-010
2021: NORTHWEST CHRISTIAN SCHOOL 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-07-01258
Total number of active participants reported on line 7a of the Form 55002021-07-01276
Number of retired or separated participants receiving benefits2021-07-010
Number of other retired or separated participants entitled to future benefits2021-07-0125
Total of all active and inactive participants2021-07-01301
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-010
Total participants2021-07-01301
Number of participants with account balances2021-07-0198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-010
2020: NORTHWEST CHRISTIAN SCHOOL 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-07-01237
Total number of active participants reported on line 7a of the Form 55002020-07-01264
Number of retired or separated participants receiving benefits2020-07-010
Number of other retired or separated participants entitled to future benefits2020-07-0114
Total of all active and inactive participants2020-07-01278
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-010
Total participants2020-07-01278
Number of participants with account balances2020-07-0190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-013
2019: NORTHWEST CHRISTIAN SCHOOL 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-07-01298
Total number of active participants reported on line 7a of the Form 55002019-07-01291
Number of retired or separated participants receiving benefits2019-07-010
Number of other retired or separated participants entitled to future benefits2019-07-0121
Total of all active and inactive participants2019-07-01312
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-010
Total participants2019-07-01312
Number of participants with account balances2019-07-0194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-011
2018: NORTHWEST CHRISTIAN SCHOOL 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-01259
Total number of active participants reported on line 7a of the Form 55002018-07-01290
Number of retired or separated participants receiving benefits2018-07-010
Number of other retired or separated participants entitled to future benefits2018-07-017
Total of all active and inactive participants2018-07-01297
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-010
Total participants2018-07-01297
Number of participants with account balances2018-07-0182
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-010
2017: NORTHWEST CHRISTIAN SCHOOL 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-01173
Total number of active participants reported on line 7a of the Form 55002017-07-01249
Number of retired or separated participants receiving benefits2017-07-010
Number of other retired or separated participants entitled to future benefits2017-07-0110
Total of all active and inactive participants2017-07-01259
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-010
Total participants2017-07-01259
Number of participants with account balances2017-07-0175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-012
2016: NORTHWEST CHRISTIAN SCHOOL 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-01159
Total number of active participants reported on line 7a of the Form 55002016-07-01168
Number of retired or separated participants receiving benefits2016-07-010
Number of other retired or separated participants entitled to future benefits2016-07-015
Total of all active and inactive participants2016-07-01173
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-010
Total participants2016-07-01173
Number of participants with account balances2016-07-0166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-012
2015: NORTHWEST CHRISTIAN SCHOOL 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-01146
Total number of active participants reported on line 7a of the Form 55002015-07-01159
Total of all active and inactive participants2015-07-01159
Total participants2015-07-01159
Number of participants with account balances2015-07-0162
2014: NORTHWEST CHRISTIAN SCHOOL 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-01124
Total number of active participants reported on line 7a of the Form 55002014-07-01142
Number of other retired or separated participants entitled to future benefits2014-07-013
Total of all active and inactive participants2014-07-01145
Total participants2014-07-01145
Number of participants with account balances2014-07-0159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-010
2013: NORTHWEST CHRISTIAN SCHOOL 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-01120
Total number of active participants reported on line 7a of the Form 55002013-07-01123
Number of other retired or separated participants entitled to future benefits2013-07-011
Total of all active and inactive participants2013-07-01124
Total participants2013-07-01124
Number of participants with account balances2013-07-0147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-010
2012: NORTHWEST CHRISTIAN SCHOOL 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-01108
Total number of active participants reported on line 7a of the Form 55002012-07-01119
Number of retired or separated participants receiving benefits2012-07-010
Number of other retired or separated participants entitled to future benefits2012-07-011
Total of all active and inactive participants2012-07-01120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-010
Total participants2012-07-01120
Number of participants with account balances2012-07-0143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-010

Financial Data on NORTHWEST CHRISTIAN SCHOOL 401(K) PLAN

Measure Date Value
2022 : NORTHWEST CHRISTIAN SCHOOL 401(K) PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-06-30$11,942
Total of all expenses incurred2022-06-30$445,325
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$408,458
Expenses. Certain deemed distributions of participant loans2022-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$416,844
Value of total assets at end of year2022-06-30$3,389,390
Value of total assets at beginning of year2022-06-30$3,822,773
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$36,867
Total interest from all sources2022-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2022-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2022-06-30$0
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$400,000
If this is an individual account plan, was there a blackout period2022-06-30Yes
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Contributions received from participants2022-06-30$416,844
Participant contributions at end of year2022-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2022-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$-433,383
Value of net assets at end of year (total assets less liabilities)2022-06-30$3,389,390
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$3,822,773
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30No
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Value of interest in pooled separate accounts at end of year2022-06-30$3,164,084
Value of interest in pooled separate accounts at beginning of year2022-06-30$3,730,971
Interest on participant loans2022-06-30$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-06-30$225,306
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-06-30$91,802
Expenses. Payments to insurance carriers foe the provision of benefits2022-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-06-30$-404,902
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30No
Was there a failure to transmit to the plan any participant contributions2022-06-30Yes
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Contributions received in cash from employer2022-06-30$0
Employer contributions (assets) at end of year2022-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$408,458
Contract administrator fees2022-06-30$36,867
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-06-30Yes
Did the plan have assets held for investment2022-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-30No
Opinion of an independent qualified public accountant for this plan2022-06-30Unqualified
Accountancy firm name2022-06-30CLIFTONLARSONALLEN, LLP
Accountancy firm EIN2022-06-30410746749
2021 : NORTHWEST CHRISTIAN SCHOOL 401(K) PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-06-30$1,371,237
Total of all expenses incurred2021-06-30$252,849
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$218,117
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$520,528
Value of total assets at end of year2021-06-30$3,822,773
Value of total assets at beginning of year2021-06-30$2,704,385
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$34,732
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$400,000
If this is an individual account plan, was there a blackout period2021-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-06-30$0
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Contributions received from participants2021-06-30$384,514
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$1,118,388
Value of net assets at end of year (total assets less liabilities)2021-06-30$3,822,773
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$2,704,385
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Value of interest in pooled separate accounts at end of year2021-06-30$3,730,971
Value of interest in pooled separate accounts at beginning of year2021-06-30$2,626,964
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-06-30$91,802
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-06-30$77,421
Net investment gain/loss from pooled separate accounts2021-06-30$850,709
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30No
Was there a failure to transmit to the plan any participant contributions2021-06-30No
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Contributions received in cash from employer2021-06-30$136,014
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$218,117
Contract administrator fees2021-06-30$34,732
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Opinion of an independent qualified public accountant for this plan2021-06-30Disclaimer
Accountancy firm name2021-06-30CLIFTONLARSONALLEN, LLP
Accountancy firm EIN2021-06-30410746749
2020 : NORTHWEST CHRISTIAN SCHOOL 401(K) PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-06-30$573,595
Total of all expenses incurred2020-06-30$97,573
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$70,720
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$471,946
Value of total assets at end of year2020-06-30$2,704,385
Value of total assets at beginning of year2020-06-30$2,228,363
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$26,853
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$250,000
If this is an individual account plan, was there a blackout period2020-06-30No
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Contributions received from participants2020-06-30$347,941
Other income not declared elsewhere2020-06-30$667
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$476,022
Value of net assets at end of year (total assets less liabilities)2020-06-30$2,704,385
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$2,228,363
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Value of interest in pooled separate accounts at end of year2020-06-30$2,626,964
Value of interest in pooled separate accounts at beginning of year2020-06-30$2,211,180
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-06-30$77,421
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-06-30$17,183
Net investment gain/loss from pooled separate accounts2020-06-30$100,982
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30No
Was there a failure to transmit to the plan any participant contributions2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Contributions received in cash from employer2020-06-30$124,005
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$70,720
Contract administrator fees2020-06-30$26,853
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30Yes
Opinion of an independent qualified public accountant for this plan2020-06-30Disclaimer
Accountancy firm name2020-06-30CLIFTONLARSONALLEN, LLP
Accountancy firm EIN2020-06-30410746749
2019 : NORTHWEST CHRISTIAN SCHOOL 401(K) PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-06-30$516,311
Total of all expenses incurred2019-06-30$76,256
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$56,400
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$405,328
Value of total assets at end of year2019-06-30$2,228,363
Value of total assets at beginning of year2019-06-30$1,788,308
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$19,856
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$250,000
If this is an individual account plan, was there a blackout period2019-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-06-30$0
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Contributions received from participants2019-06-30$294,178
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$440,055
Value of net assets at end of year (total assets less liabilities)2019-06-30$2,228,363
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$1,788,308
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Value of interest in pooled separate accounts at end of year2019-06-30$2,211,180
Value of interest in pooled separate accounts at beginning of year2019-06-30$1,777,016
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-06-30$17,183
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-06-30$11,292
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-06-30$110,983
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30No
Was there a failure to transmit to the plan any participant contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Contributions received in cash from employer2019-06-30$111,150
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$56,400
Contract administrator fees2019-06-30$19,856
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30Yes
Opinion of an independent qualified public accountant for this plan2019-06-30Disclaimer
Accountancy firm name2019-06-30CLIFTONLARSONALLEN, LLP
Accountancy firm EIN2019-06-30410746749
2018 : NORTHWEST CHRISTIAN SCHOOL 401(K) PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-06-30$493,167
Total of all expenses incurred2018-06-30$179,442
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$155,704
Value of total corrective distributions2018-06-30$5,816
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$363,964
Value of total assets at end of year2018-06-30$1,788,308
Value of total assets at beginning of year2018-06-30$1,474,583
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$17,922
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$200,000
If this is an individual account plan, was there a blackout period2018-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-06-30$0
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Contributions received from participants2018-06-30$263,172
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$313,725
Value of net assets at end of year (total assets less liabilities)2018-06-30$1,788,308
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$1,474,583
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Value of interest in pooled separate accounts at end of year2018-06-30$1,777,016
Value of interest in pooled separate accounts at beginning of year2018-06-30$1,442,685
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-06-30$11,292
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-06-30$31,898
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-06-30$129,203
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30No
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Contributions received in cash from employer2018-06-30$100,792
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$155,704
Contract administrator fees2018-06-30$17,922
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30Yes
Opinion of an independent qualified public accountant for this plan2018-06-30Disclaimer
Accountancy firm name2018-06-30CLIFTONLARSONALLEN, LLP
Accountancy firm EIN2018-06-30410746749
2017 : NORTHWEST CHRISTIAN SCHOOL 401(K) PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-06-30$489,715
Total of all expenses incurred2017-06-30$17,983
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$9,638
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$340,351
Value of total assets at end of year2017-06-30$1,474,583
Value of total assets at beginning of year2017-06-30$1,002,851
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$8,345
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$3,399
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2017-06-30$3,399
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$200,000
If this is an individual account plan, was there a blackout period2017-06-30Yes
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Contributions received from participants2017-06-30$242,770
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$471,732
Value of net assets at end of year (total assets less liabilities)2017-06-30$1,474,583
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$1,002,851
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$980,163
Value of interest in pooled separate accounts at end of year2017-06-30$1,442,685
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-06-30$31,898
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-06-30$22,688
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-06-30$145,965
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30No
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$97,581
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$9,638
Contract administrator fees2017-06-30$8,345
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-06-30Yes
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30Yes
Opinion of an independent qualified public accountant for this plan2017-06-30Disclaimer
Accountancy firm name2017-06-30CLIFTONLARSONALLEN, LLP
Accountancy firm EIN2017-06-30410746749
2016 : NORTHWEST CHRISTIAN SCHOOL 401(K) PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-06-30$356,662
Total of all expenses incurred2016-06-30$26,422
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$26,047
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$367,498
Value of total assets at end of year2016-06-30$1,002,851
Value of total assets at beginning of year2016-06-30$672,611
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$375
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$31,578
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2016-06-30$31,578
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$100,000
If this is an individual account plan, was there a blackout period2016-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-06-30$0
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Contributions received from participants2016-06-30$253,242
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$330,240
Value of net assets at end of year (total assets less liabilities)2016-06-30$1,002,851
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$672,611
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$980,163
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$659,745
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-06-30$22,688
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-06-30$12,866
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-06-30$-42,414
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30No
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$114,256
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$26,047
Contract administrator fees2016-06-30$375
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30Yes
Opinion of an independent qualified public accountant for this plan2016-06-30Disclaimer
Accountancy firm name2016-06-30CLIFTONLARSONALLEN, LLP
Accountancy firm EIN2016-06-30410746749
2015 : NORTHWEST CHRISTIAN SCHOOL 401(K) PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-06-30$320,815
Total of all expenses incurred2015-06-30$3,950
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$3,825
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$302,294
Value of total assets at end of year2015-06-30$672,611
Value of total assets at beginning of year2015-06-30$355,746
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$125
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$23,608
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2015-06-30$23,608
Administrative expenses professional fees incurred2015-06-30$125
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$50,000
If this is an individual account plan, was there a blackout period2015-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-06-30$0
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Contributions received from participants2015-06-30$228,512
Other income not declared elsewhere2015-06-30$276
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$316,865
Value of net assets at end of year (total assets less liabilities)2015-06-30$672,611
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$355,746
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-06-30$659,745
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$351,665
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-06-30$12,866
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-06-30$4,081
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-06-30$-5,363
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30No
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$73,782
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$3,825
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30Yes
Opinion of an independent qualified public accountant for this plan2015-06-30Disclaimer
Accountancy firm name2015-06-30CLIFTONLARSONALLEN, LLP
Accountancy firm EIN2015-06-30410746749
2014 : NORTHWEST CHRISTIAN SCHOOL 401(K) PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-06-30$242,500
Total of all expenses incurred2014-06-30$7,544
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$7,344
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$204,826
Value of total assets at end of year2014-06-30$355,746
Value of total assets at beginning of year2014-06-30$120,790
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$200
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$10,877
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2014-06-30$10,877
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$10,000
If this is an individual account plan, was there a blackout period2014-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-06-30$0
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Contributions received from participants2014-06-30$147,654
Income. Received or receivable in cash from other sources (including rollovers)2014-06-30$4,047
Other income not declared elsewhere2014-06-30$40
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$234,956
Value of net assets at end of year (total assets less liabilities)2014-06-30$355,746
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$120,790
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-06-30$351,665
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$120,782
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-06-30$4,081
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-06-30$8
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-06-30$26,757
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30No
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Contributions received in cash from employer2014-06-30$53,125
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$7,344
Contract administrator fees2014-06-30$200
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30Yes
Opinion of an independent qualified public accountant for this plan2014-06-30Disclaimer
Accountancy firm name2014-06-30CLIFTONLARSONALLEN, LLP
Accountancy firm EIN2014-06-30410746749
2013 : NORTHWEST CHRISTIAN SCHOOL 401(K) PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-06-30$120,790
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$116,382
Value of total assets at end of year2013-06-30$120,790
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$10,000
If this is an individual account plan, was there a blackout period2013-06-30No
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Contributions received from participants2013-06-30$116,382
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$120,790
Value of net assets at end of year (total assets less liabilities)2013-06-30$120,790
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-06-30$120,782
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-06-30$8
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-06-30$4,408
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30No
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30Yes
Opinion of an independent qualified public accountant for this plan2013-06-30Disclaimer
Accountancy firm name2013-06-30CLIFTONLARSONALLEN, LLP
Accountancy firm EIN2013-06-30410746749

Form 5500 Responses for NORTHWEST CHRISTIAN SCHOOL 401(K) PLAN

2022: NORTHWEST CHRISTIAN SCHOOL 401(K) PLAN 2022 form 5500 responses
2022-07-01Type of plan entitySingle employer plan
2022-07-01Plan funding arrangement – InsuranceYes
2022-07-01Plan funding arrangement – TrustYes
2022-07-01Plan benefit arrangement - TrustYes
2021: NORTHWEST CHRISTIAN SCHOOL 401(K) PLAN 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Plan funding arrangement – InsuranceYes
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement - TrustYes
2020: NORTHWEST CHRISTIAN SCHOOL 401(K) PLAN 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Plan funding arrangement – InsuranceYes
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement - TrustYes
2019: NORTHWEST CHRISTIAN SCHOOL 401(K) PLAN 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Plan funding arrangement – InsuranceYes
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement - TrustYes
2018: NORTHWEST CHRISTIAN SCHOOL 401(K) PLAN 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Submission has been amendedNo
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planNo
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement - TrustYes
2017: NORTHWEST CHRISTIAN SCHOOL 401(K) PLAN 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Submission has been amendedNo
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planNo
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement - TrustYes
2016: NORTHWEST CHRISTIAN SCHOOL 401(K) PLAN 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedYes
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement - TrustYes
2015: NORTHWEST CHRISTIAN SCHOOL 401(K) PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement - TrustYes
2014: NORTHWEST CHRISTIAN SCHOOL 401(K) PLAN 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement - TrustYes
2013: NORTHWEST CHRISTIAN SCHOOL 401(K) PLAN 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement - TrustYes
2012: NORTHWEST CHRISTIAN SCHOOL 401(K) PLAN 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01First time form 5500 has been submittedYes
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number811178-000
Policy instance 2
Insurance contract or identification number811178-000
Number of Individuals Covered98
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $9,449
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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 fees9449
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker organization code?5
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP 30887
Policy instance 1
Insurance contract or identification numberGP 30887
Number of Individuals Covered0
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP 30887
Policy instance 1
Insurance contract or identification numberGP 30887
Number of Individuals Covered100
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Total amount of commissions paid to insurance brokerUSD $16,066
Total amount of fees paid to insurance companyUSD $1,560
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $16,066
Additional information about fees paid to insurance brokerSALES AND BASE COMMISSIONS
Insurance broker organization code?4
Amount paid for insurance broker fees1560
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP 30887
Policy instance 1
Insurance contract or identification numberGP 30887
Number of Individuals Covered94
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Total amount of commissions paid to insurance brokerUSD $12,261
Total amount of fees paid to insurance companyUSD $1,189
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $12,261
Insurance broker organization code?4
Amount paid for insurance broker fees1189
Additional information about fees paid to insurance brokerTPA ONGOING ADMIN
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP 30887
Policy instance 1
Insurance contract or identification numberGP 30887
Number of Individuals Covered82
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Total amount of commissions paid to insurance brokerUSD $10,008
Total amount of fees paid to insurance companyUSD $976
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees976
Additional information about fees paid to insurance brokerTPA AWARDS
Insurance broker organization code?5
Commission paid to Insurance BrokerUSD $10,008
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP 30887
Policy instance 1
Insurance contract or identification numberGP 30887
Number of Individuals Covered74
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $8,201
Total amount of fees paid to insurance companyUSD $213
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees213
Additional information about fees paid to insurance brokerTPA AWARDS
Insurance broker organization code?5
Commission paid to Insurance BrokerUSD $8,201
Insurance broker nameAMERIPRISE FINANCIAL SERVICES
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-831179
Policy instance 1
Insurance contract or identification numberGA-831179
Number of Individuals Covered62
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Total amount of commissions paid to insurance brokerUSD $3,089
Total amount of fees paid to insurance companyUSD $386
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,089
Insurance broker organization code?3
Amount paid for insurance broker fees386
Additional information about fees paid to insurance brokerADMINISTRATIVE ALLOWANCE
Insurance broker nameSUNWEST PENSIONS
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-831179
Policy instance 1
Insurance contract or identification numberGA-831179
Number of Individuals Covered59
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Total amount of commissions paid to insurance brokerUSD $2,061
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,832
Insurance broker organization code?3
Insurance broker nameSUNWEST PENSIONS
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-831179
Policy instance 1
Insurance contract or identification numberGA-831179
Number of Individuals Covered47
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $798
Total amount of fees paid to insurance companyUSD $119
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $798
Amount paid for insurance broker fees19
Additional information about fees paid to insurance brokerSALES/MARKETING
Insurance broker organization code?3
Insurance broker nameSUNWEST PENSIONS
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-831179
Policy instance 1
Insurance contract or identification numberGA-831179
Number of Individuals Covered43
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $116
Total amount of fees paid to insurance companyUSD $25
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $116
Amount paid for insurance broker fees11
Additional information about fees paid to insurance brokerSALES/MARKETING
Insurance broker organization code?3
Insurance broker nameSUNWEST PENSIONS

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