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403(B) THRIFT PLAN OF SEATTLE INDIAN HEALTH BOARD 401k Plan overview

Plan Name403(B) THRIFT PLAN OF SEATTLE INDIAN HEALTH BOARD
Plan identification number 001

403(B) THRIFT PLAN OF SEATTLE INDIAN HEALTH BOARD 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)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements 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

SEATTLE INDIAN HEALTH BOARD has sponsored the creation of one or more 401k plans.

Company Name:SEATTLE INDIAN HEALTH BOARD
Employer identification number (EIN):910869056
NAIC Classification:621399
NAIC Description:Offices of All Other Miscellaneous Health Practitioners

Additional information about SEATTLE INDIAN HEALTH BOARD

Jurisdiction of Incorporation: Washington Secretary of State Corporations Division
Incorporation Date: 1970-03-26
Company Identification Number: 600440936
Legal Registered Office Address: 611 12TH AVE S

SEATTLE
United States of America (USA)
981442007

More information about SEATTLE INDIAN HEALTH BOARD

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 403(B) THRIFT PLAN OF SEATTLE INDIAN HEALTH BOARD

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
0012017-07-01BEN LUETY BEN LUETY2018-10-04
0012017-01-01BEN LUETY BEN LUETY2018-10-10
0012016-01-01BEN LUETY BEN LUETY2017-10-09
0012015-01-01PAMELA GRINDLEY PAMELA GRINDLEY2016-09-21
0012014-01-01BARBARA JOHNSON BARBARA JOHNSON2015-10-08
0012013-01-01BARBARA JOHNSON BARBARA JOHNSON2014-10-10
0012012-01-01BARBARA JOHNSON
0012011-01-01BARBARA JOHNSON
0012009-01-01BARBARA JOHNSON

Plan Statistics for 403(B) THRIFT PLAN OF SEATTLE INDIAN HEALTH BOARD

401k plan membership statisitcs for 403(B) THRIFT PLAN OF SEATTLE INDIAN HEALTH BOARD

Measure Date Value
2022: 403(B) THRIFT PLAN OF SEATTLE INDIAN HEALTH BOARD 2022 401k membership
Total participants, beginning-of-year2022-01-01271
Total number of active participants reported on line 7a of the Form 55002022-01-01192
Number of retired or separated participants receiving benefits2022-01-0116
Number of other retired or separated participants entitled to future benefits2022-01-01113
Total of all active and inactive participants2022-01-01321
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01322
Number of participants with account balances2022-01-01300
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: 403(B) THRIFT PLAN OF SEATTLE INDIAN HEALTH BOARD 2021 401k membership
Total participants, beginning-of-year2021-01-01236
Total number of active participants reported on line 7a of the Form 55002021-01-01185
Number of retired or separated participants receiving benefits2021-01-013
Number of other retired or separated participants entitled to future benefits2021-01-0178
Total of all active and inactive participants2021-01-01266
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-01267
Number of participants with account balances2021-01-01252
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: 403(B) THRIFT PLAN OF SEATTLE INDIAN HEALTH BOARD 2020 401k membership
Total participants, beginning-of-year2020-01-01232
Total number of active participants reported on line 7a of the Form 55002020-01-01175
Number of retired or separated participants receiving benefits2020-01-013
Number of other retired or separated participants entitled to future benefits2020-01-0156
Total of all active and inactive participants2020-01-01234
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01235
Number of participants with account balances2020-01-01221
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: 403(B) THRIFT PLAN OF SEATTLE INDIAN HEALTH BOARD 2019 401k membership
Total participants, beginning-of-year2019-01-01220
Total number of active participants reported on line 7a of the Form 55002019-01-01184
Number of retired or separated participants receiving benefits2019-01-0112
Number of other retired or separated participants entitled to future benefits2019-01-0142
Total of all active and inactive participants2019-01-01238
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01239
Number of participants with account balances2019-01-01218
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: 403(B) THRIFT PLAN OF SEATTLE INDIAN HEALTH BOARD 2018 401k membership
Total participants, beginning-of-year2018-01-01192
Total number of active participants reported on line 7a of the Form 55002018-01-01187
Number of retired or separated participants receiving benefits2018-01-011
Number of other retired or separated participants entitled to future benefits2018-01-0131
Total of all active and inactive participants2018-01-01219
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01220
Number of participants with account balances2018-01-01196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: 403(B) THRIFT PLAN OF SEATTLE INDIAN HEALTH BOARD 2017 401k membership
Total participants, beginning-of-year2017-07-01142
Total number of active participants reported on line 7a of the Form 55002017-07-01159
Number of retired or separated participants receiving benefits2017-07-010
Number of other retired or separated participants entitled to future benefits2017-07-0117
Total of all active and inactive participants2017-07-01176
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-010
Total participants2017-07-01176
Number of participants with account balances2017-07-01158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-010
Total participants, beginning-of-year2017-01-01276
Total number of active participants reported on line 7a of the Form 55002017-01-010
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-010
Number of participants with account balances2017-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: 403(B) THRIFT PLAN OF SEATTLE INDIAN HEALTH BOARD 2016 401k membership
Total participants, beginning-of-year2016-01-01268
Total number of active participants reported on line 7a of the Form 55002016-01-01165
Number of retired or separated participants receiving benefits2016-01-017
Number of other retired or separated participants entitled to future benefits2016-01-01104
Total of all active and inactive participants2016-01-01276
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01276
Number of participants with account balances2016-01-01185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: 403(B) THRIFT PLAN OF SEATTLE INDIAN HEALTH BOARD 2015 401k membership
Total participants, beginning-of-year2015-01-01175
Total number of active participants reported on line 7a of the Form 55002015-01-01110
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01109
Total of all active and inactive participants2015-01-01219
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01219
Number of participants with account balances2015-01-01198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: 403(B) THRIFT PLAN OF SEATTLE INDIAN HEALTH BOARD 2014 401k membership
Total participants, beginning-of-year2014-01-01173
Total number of active participants reported on line 7a of the Form 55002014-01-0193
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0182
Total of all active and inactive participants2014-01-01175
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01175
Number of participants with account balances2014-01-01175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: 403(B) THRIFT PLAN OF SEATTLE INDIAN HEALTH BOARD 2013 401k membership
Total participants, beginning-of-year2013-01-01176
Total number of active participants reported on line 7a of the Form 55002013-01-01122
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0151
Total of all active and inactive participants2013-01-01173
Total participants2013-01-01173
Number of participants with account balances2013-01-01173
2012: 403(B) THRIFT PLAN OF SEATTLE INDIAN HEALTH BOARD 2012 401k membership
Total participants, beginning-of-year2012-01-01247
Total number of active participants reported on line 7a of the Form 55002012-01-01145
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0192
Total of all active and inactive participants2012-01-01237
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01237
Number of participants with account balances2012-01-01176
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 SEATTLE INDIAN HEALTH BOARD 2011 401k membership
Total participants, beginning-of-year2011-01-01251
Total number of active participants reported on line 7a of the Form 55002011-01-01153
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0194
Total of all active and inactive participants2011-01-01247
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01247
Number of participants with account balances2011-01-01187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: 403(B) THRIFT PLAN OF SEATTLE INDIAN HEALTH BOARD 2009 401k membership
Total participants, beginning-of-year2009-01-01236
Total number of active participants reported on line 7a of the Form 55002009-01-01160
Number of other retired or separated participants entitled to future benefits2009-01-0187
Total of all active and inactive participants2009-01-01247
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01247
Number of participants with account balances2009-01-01186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on 403(B) THRIFT PLAN OF SEATTLE INDIAN HEALTH BOARD

Measure Date Value
2022 : 403(B) THRIFT PLAN OF SEATTLE INDIAN HEALTH BOARD 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$1,502
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$41,680
Total income from all sources (including contributions)2022-12-31$649,258
Total loss/gain on sale of assets2022-12-31$615,545
Total of all expenses incurred2022-12-31$855,950
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$844,060
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,861,869
Value of total assets at end of year2022-12-31$7,599,343
Value of total assets at beginning of year2022-12-31$7,846,213
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$11,890
Total interest from all sources2022-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$249,642
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$249,642
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$1,077,941
Participant contributions at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$31,345
Other income not declared elsewhere2022-12-31$141
Liabilities. Value of operating payables at beginning of year2022-12-31$736
Total non interest bearing cash at end of year2022-12-31$59,809
Total non interest bearing cash at beginning of year2022-12-31$40,841
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-206,692
Value of net assets at end of year (total assets less liabilities)2022-12-31$7,597,841
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$7,804,533
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$7,431,676
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$7,774,072
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$39
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$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-2,077,939
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$752,583
Employer contributions (assets) at end of year2022-12-31$107,819
Employer contributions (assets) at beginning of year2022-12-31$31,300
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$844,060
Contract administrator fees2022-12-31$11,890
Liabilities. Value of benefit claims payable at end of year2022-12-31$1,502
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$40,944
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$8,453,775
Aggregate carrying amount (costs) on sale of assets2022-12-31$7,838,230
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2022-12-31410746749
2021 : 403(B) THRIFT PLAN OF SEATTLE INDIAN HEALTH BOARD 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$41,680
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$11,616
Total income from all sources (including contributions)2021-12-31$2,980,746
Total loss/gain on sale of assets2021-12-31$396,852
Total of all expenses incurred2021-12-31$790,659
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$778,399
Value of total corrective distributions2021-12-31$128
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,819,574
Value of total assets at end of year2021-12-31$7,846,213
Value of total assets at beginning of year2021-12-31$5,626,062
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$12,132
Total interest from all sources2021-12-31$5
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$287,670
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$287,670
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$983,829
Participant contributions at end of year2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$212,122
Other income not declared elsewhere2021-12-31$4,312
Administrative expenses (other) incurred2021-12-31$0
Liabilities. Value of operating payables at end of year2021-12-31$736
Total non interest bearing cash at end of year2021-12-31$40,841
Total non interest bearing cash at beginning of year2021-12-31$11,307
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$2,190,087
Value of net assets at end of year (total assets less liabilities)2021-12-31$7,804,533
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$5,614,446
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$7,774,072
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$5,607,067
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$2,088
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$2,088
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$5
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$472,333
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$623,623
Employer contributions (assets) at end of year2021-12-31$31,300
Employer contributions (assets) at beginning of year2021-12-31$5,600
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$778,399
Contract administrator fees2021-12-31$12,132
Liabilities. Value of benefit claims payable at end of year2021-12-31$40,944
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$11,616
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
Aggregate proceeds on sale of assets2021-12-31$2,888,968
Aggregate carrying amount (costs) on sale of assets2021-12-31$2,492,116
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2021-12-31410746749
2020 : 403(B) THRIFT PLAN OF SEATTLE INDIAN HEALTH BOARD 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$11,616
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$3,709
Total income from all sources (including contributions)2020-12-31$2,259,545
Total loss/gain on sale of assets2020-12-31$15,497
Total of all expenses incurred2020-12-31$1,007,444
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$992,386
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,687,039
Value of total assets at end of year2020-12-31$5,626,062
Value of total assets at beginning of year2020-12-31$4,366,054
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$15,058
Total interest from all sources2020-12-31$15
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$137,430
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$137,430
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
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$871,670
Participant contributions at beginning of year2020-12-31$29,334
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$227,842
Other income not declared elsewhere2020-12-31$-30
Total non interest bearing cash at end of year2020-12-31$11,307
Total non interest bearing cash at beginning of year2020-12-31$15,546
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$1,252,101
Value of net assets at end of year (total assets less liabilities)2020-12-31$5,614,446
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$4,362,345
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$5,607,067
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$4,290,363
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$2,088
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$2,672
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$2,672
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$15
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$419,594
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$587,527
Employer contributions (assets) at end of year2020-12-31$5,600
Employer contributions (assets) at beginning of year2020-12-31$28,139
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$992,386
Contract administrator fees2020-12-31$15,058
Liabilities. Value of benefit claims payable at end of year2020-12-31$11,616
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$3,709
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
Aggregate proceeds on sale of assets2020-12-31$1,373,572
Aggregate carrying amount (costs) on sale of assets2020-12-31$1,358,075
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2020-12-31410746749
2019 : 403(B) THRIFT PLAN OF SEATTLE INDIAN HEALTH BOARD 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
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$3,709
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$3,709
Total liabilities at beginning 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$2,193,348
Total income from all sources (including contributions)2019-12-31$2,193,348
Total loss/gain on sale of assets2019-12-31$-27,361
Total loss/gain on sale of assets2019-12-31$-27,361
Total of all expenses incurred2019-12-31$875,273
Total of all expenses incurred2019-12-31$875,273
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$866,290
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$866,290
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,556,779
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,556,779
Value of total assets at end of year2019-12-31$4,366,054
Value of total assets at end of year2019-12-31$4,366,054
Value of total assets at beginning of year2019-12-31$3,044,270
Value of total assets at beginning of year2019-12-31$3,044,270
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$8,983
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$8,983
Total interest from all sources2019-12-31$3,838
Total interest from all sources2019-12-31$3,838
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$111,321
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$111,321
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$111,321
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$111,321
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$774,026
Contributions received from participants2019-12-31$774,026
Participant contributions at end of year2019-12-31$29,334
Participant contributions at end of year2019-12-31$29,334
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$257,728
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$257,728
Total non interest bearing cash at end of year2019-12-31$15,546
Total non interest bearing cash at end of year2019-12-31$15,546
Total non interest bearing cash at beginning of year2019-12-31$47,112
Total non interest bearing cash at beginning of year2019-12-31$47,112
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
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$1,318,075
Value of net income/loss2019-12-31$1,318,075
Value of net assets at end of year (total assets less liabilities)2019-12-31$4,362,345
Value of net assets at end of year (total assets less liabilities)2019-12-31$4,362,345
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$3,044,270
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
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
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$4,290,363
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$4,290,363
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$2,718,820
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$2,718,820
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$2,672
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$278,338
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$278,338
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$278,338
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$278,338
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$3,838
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$3,838
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$548,771
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$548,771
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
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$525,025
Employer contributions (assets) at end of year2019-12-31$28,139
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$866,290
Contract administrator fees2019-12-31$8,983
Contract administrator fees2019-12-31$8,983
Liabilities. Value of benefit claims payable at end of year2019-12-31$3,709
Liabilities. Value of benefit claims payable at end of year2019-12-31$3,709
Did the plan have assets held for investment2019-12-31Yes
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
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
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$3,124,206
Aggregate proceeds on sale of assets2019-12-31$3,124,206
Aggregate carrying amount (costs) on sale of assets2019-12-31$3,151,567
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31CLIFTONLARSONALLEN LLP
Accountancy firm name2019-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2019-12-31410746749
Accountancy firm EIN2019-12-31410746749
2018 : 403(B) THRIFT PLAN OF SEATTLE INDIAN HEALTH BOARD 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$1,055,325
Total loss/gain on sale of assets2018-12-31$1,434
Total of all expenses incurred2018-12-31$94,264
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$90,794
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,303,504
Value of total assets at end of year2018-12-31$3,044,270
Value of total assets at beginning of year2018-12-31$2,083,209
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$3,470
Total interest from all sources2018-12-31$2,297
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$109,021
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$109,021
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
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$723,973
Participant contributions at beginning of year2018-12-31$22,720
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$89,464
Total non interest bearing cash at end of year2018-12-31$47,112
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$961,061
Value of net assets at end of year (total assets less liabilities)2018-12-31$3,044,270
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$2,083,209
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$2,718,820
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$2,026,979
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$278,338
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$13,779
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$13,779
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$2,297
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-360,931
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$490,067
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$19,731
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$90,794
Contract administrator fees2018-12-31$3,470
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
Aggregate proceeds on sale of assets2018-12-31$494,700
Aggregate carrying amount (costs) on sale of assets2018-12-31$493,266
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 name2018-12-31MOSS ADAMS, LLP
Accountancy firm EIN2018-12-31910189318
2017 : 403(B) THRIFT PLAN OF SEATTLE INDIAN HEALTH BOARD 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$2,042,656
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,899
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,679
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,968,436
Value of total assets at end of year2017-12-31$2,040,757
Value of total assets at beginning of year2017-12-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$220
Total interest from all sources2017-12-31$21
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$44,851
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$44,851
Was this plan covered by a fidelity bond2017-12-31No
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$297,595
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$1,428,929
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$2,040,757
Value of net assets at end of year (total assets less liabilities)2017-12-31$2,040,757
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$0
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$2,026,978
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$13,779
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$21
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$29,348
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$241,912
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,679
Contract administrator fees2017-12-31$220
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
Total income from all sources (including contributions)2017-08-31$466,517
Total of all expenses incurred2017-08-31$5,953,419
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-08-31$5,953,166
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-08-31$207,386
Value of total assets at end of year2017-08-31$0
Value of total assets at beginning of year2017-08-31$5,486,902
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-08-31$253
Total interest from all sources2017-08-31$8,051
Total dividends received (eg from common stock, registered investment company shares)2017-08-31$68,214
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-08-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2017-08-31$0
Total dividends received from registered investment company shares (eg mutual funds)2017-08-31$68,214
Was this plan covered by a fidelity bond2017-08-31Yes
Value of fidelity bond cover2017-08-31$350,000
If this is an individual account plan, was there a blackout period2017-08-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-08-31$0
Were there any nonexempt tranactions with any party-in-interest2017-08-31No
Contributions received from participants2017-08-31$170,270
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-08-31No
Value of net income/loss2017-08-31$-5,486,902
Value of net assets at end of year (total assets less liabilities)2017-08-31$0
Value of net assets at beginning of year (total assets less liabilities)2017-08-31$5,486,902
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-08-31No
Were any leases to which the plan was party in default or uncollectible2017-08-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-08-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-08-31$3,361,031
Value of interest in pooled separate accounts at end of year2017-08-31$0
Value of interest in pooled separate accounts at beginning of year2017-08-31$2,052,322
Interest on participant loans2017-08-31$8,051
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-08-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-08-31$69,549
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-08-31$69,549
Expenses. Payments to insurance carriers foe the provision of benefits2017-08-31$5,895,863
Net investment gain/loss from pooled separate accounts2017-08-31$182,866
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-08-31No
Was there a failure to transmit to the plan any participant contributions2017-08-31Yes
Has the plan failed to provide any benefit when due under the plan2017-08-31No
Contributions received in cash from employer2017-08-31$37,116
Employer contributions (assets) at end of year2017-08-31$0
Employer contributions (assets) at beginning of year2017-08-31$4,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-08-31$57,303
Contract administrator fees2017-08-31$253
Did the plan have assets held for investment2017-08-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-08-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-08-31Yes
Opinion of an independent qualified public accountant for this plan2017-08-31Disclaimer
Accountancy firm name2017-08-31MOSS ADAMS LLP
Accountancy firm EIN2017-08-31910189318
2016 : 403(B) THRIFT PLAN OF SEATTLE INDIAN HEALTH BOARD 2016 401k financial data
Total transfer of assets to this plan2016-12-31$0
Total income from all sources (including contributions)2016-12-31$656,856
Total of all expenses incurred2016-12-31$1,832,480
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,829,108
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$403,389
Value of total assets at end of year2016-12-31$5,486,902
Value of total assets at beginning of year2016-12-31$6,662,526
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$3,372
Total interest from all sources2016-12-31$2,737
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$125,062
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$125,062
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$350,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$319,611
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Income. Non cash contributions2016-12-31$0
Value of net income/loss2016-12-31$-1,175,624
Value of net assets at end of year (total assets less liabilities)2016-12-31$5,486,902
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$6,662,526
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$3,361,031
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$3,820,375
Value of interest in pooled separate accounts at end of year2016-12-31$2,052,322
Value of interest in pooled separate accounts at beginning of year2016-12-31$2,730,429
Interest on participant loans2016-12-31$2,737
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$69,549
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$111,722
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$111,722
Net investment gain/loss from pooled separate accounts2016-12-31$125,668
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$83,778
Employer contributions (assets) at end of year2016-12-31$4,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,829,108
Contract administrator fees2016-12-31$3,372
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 name2016-12-31MOSS ADAMS LLP
Accountancy firm EIN2016-12-31910189318
2015 : 403(B) THRIFT PLAN OF SEATTLE INDIAN HEALTH BOARD 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$562,994
Total of all expenses incurred2015-12-31$350,293
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$350,041
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$465,904
Value of total assets at end of year2015-12-31$6,662,526
Value of total assets at beginning of year2015-12-31$6,449,825
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$252
Total interest from all sources2015-12-31$2,859
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$136,040
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$136,040
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$350,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$353,034
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$17,851
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$212,701
Value of net assets at end of year (total assets less liabilities)2015-12-31$6,662,526
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$6,449,825
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$3,820,375
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$3,673,881
Value of interest in pooled separate accounts at end of year2015-12-31$2,730,429
Value of interest in pooled separate accounts at beginning of year2015-12-31$2,709,130
Interest on participant loans2015-12-31$2,859
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$111,722
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$66,814
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$66,814
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$17,774
Net investment gain/loss from pooled separate accounts2015-12-31$-41,809
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$95,019
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$332,267
Contract administrator fees2015-12-31$252
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 name2015-12-31MOSS ADAMS LLP
Accountancy firm EIN2015-12-31910189318
2014 : 403(B) THRIFT PLAN OF SEATTLE INDIAN HEALTH BOARD 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$767,398
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$145,390
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$143,325
Expenses. Certain deemed distributions of participant loans2014-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$445,090
Value of total assets at end of year2014-12-31$6,449,825
Value of total assets at beginning of year2014-12-31$5,827,817
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$2,065
Total interest from all sources2014-12-31$113,794
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$350,000
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$350,737
Participant contributions at end of year2014-12-31$66,814
Participant contributions at beginning of year2014-12-31$44,939
Participant contributions at beginning of year2014-12-31$13,496
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$420
Other income not declared elsewhere2014-12-31$0
Administrative expenses (other) incurred2014-12-31$2,065
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$622,008
Value of net assets at end of year (total assets less liabilities)2014-12-31$6,449,825
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$5,827,817
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$3,673,881
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$3,076,697
Value of interest in pooled separate accounts at end of year2014-12-31$2,709,130
Value of interest in pooled separate accounts at beginning of year2014-12-31$2,688,841
Interest earned on other investments2014-12-31$113,794
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$0
Net investment gain/loss from pooled separate accounts2014-12-31$208,514
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$93,933
Employer contributions (assets) at beginning of year2014-12-31$3,844
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$143,325
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 name2014-12-31MOSS ADAMS, LLP
Accountancy firm EIN2014-12-31910189318
2013 : 403(B) THRIFT PLAN OF SEATTLE INDIAN HEALTH BOARD 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$1,024,360
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$406,472
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$402,392
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$422,090
Value of total assets at end of year2013-12-31$5,827,817
Value of total assets at beginning of year2013-12-31$5,209,929
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$4,080
Total interest from all sources2013-12-31$103,263
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$350,000
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$333,056
Participant contributions at end of year2013-12-31$44,939
Participant contributions at beginning of year2013-12-31$62,326
Participant contributions at end of year2013-12-31$13,496
Participant contributions at beginning of year2013-12-31$13,443
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$11,651
Other income not declared elsewhere2013-12-31$206
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$617,888
Value of net assets at end of year (total assets less liabilities)2013-12-31$5,827,817
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$5,209,929
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 pooled separate accounts at end of year2013-12-31$2,688,841
Value of interest in pooled separate accounts at beginning of year2013-12-31$2,322,249
Interest earned on other investments2013-12-31$103,263
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$3,076,697
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$2,800,260
Net investment gain/loss from pooled separate accounts2013-12-31$498,801
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$89,034
Employer contributions (assets) at end of year2013-12-31$3,844
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$402,392
Contract administrator fees2013-12-31$4,080
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 name2013-12-31MOSS ADAMS, LLP
Accountancy firm EIN2013-12-31910189318
2012 : 403(B) THRIFT PLAN OF SEATTLE INDIAN HEALTH BOARD 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$711,819
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$323,568
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$321,723
Expenses. Certain deemed distributions of participant loans2012-12-31$-3,393
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$339,179
Value of total assets at end of year2012-12-31$5,209,929
Value of total assets at beginning of year2012-12-31$4,821,678
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$5,238
Total interest from all sources2012-12-31$104,722
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$350,000
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$322,307
Participant contributions at end of year2012-12-31$11,651
Participant contributions at beginning of year2012-12-31$3,393
Participant contributions at end of year2012-12-31$13,443
Participant contributions at beginning of year2012-12-31$0
Assets. Other investments not covered elsewhere at end of year2012-12-31$62,326
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$44,092
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$13,337
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$388,251
Value of net assets at end of year (total assets less liabilities)2012-12-31$5,209,929
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$4,821,678
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$2,322,249
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$1,869,820
Interest on participant loans2012-12-31$2,158
Interest earned on other investments2012-12-31$102,564
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$2,800,260
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$2,904,373
Net investment gain/loss from pooled separate accounts2012-12-31$267,918
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 contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$3,535
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$321,723
Contract administrator fees2012-12-31$5,238
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 name2012-12-31MOSS ADAMS, LLP
Accountancy firm EIN2012-12-31910189318
2011 : 403(B) THRIFT PLAN OF SEATTLE INDIAN HEALTH BOARD 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$418,883
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$310,106
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$306,631
Expenses. Certain deemed distributions of participant loans2011-12-31$-1,865
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$396,644
Value of total assets at end of year2011-12-31$4,821,678
Value of total assets at beginning of year2011-12-31$4,712,901
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$5,340
Total interest from all sources2011-12-31$100,734
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31No
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$306,143
Participant contributions at end of year2011-12-31$3,393
Participant contributions at beginning of year2011-12-31$5,689
Assets. Other investments not covered elsewhere at end of year2011-12-31$44,092
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$54,898
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$375
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$108,777
Value of net assets at end of year (total assets less liabilities)2011-12-31$4,821,678
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$4,712,901
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$1,869,820
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$2,212,134
Interest on participant loans2011-12-31$1,259
Interest earned on other investments2011-12-31$99,475
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$2,904,373
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$2,440,180
Net investment gain/loss from pooled separate accounts2011-12-31$-78,495
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$90,126
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$306,631
Contract administrator fees2011-12-31$5,340
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 name2011-12-31MOSS ADAMS, LLP
Accountancy firm EIN2011-12-31910189318
2010 : 403(B) THRIFT PLAN OF SEATTLE INDIAN HEALTH BOARD 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$829,023
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$160,866
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$156,852
Expenses. Certain deemed distributions of participant loans2010-12-31$-1,431
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$476,223
Value of total assets at end of year2010-12-31$4,712,901
Value of total assets at beginning of year2010-12-31$4,044,744
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$5,445
Total interest from all sources2010-12-31$85,190
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31No
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$334,643
Participant contributions at end of year2010-12-31$5,689
Participant contributions at beginning of year2010-12-31$8,701
Assets. Other investments not covered elsewhere at end of year2010-12-31$54,898
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$97,142
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$46,291
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$668,157
Value of net assets at end of year (total assets less liabilities)2010-12-31$4,712,901
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$4,044,744
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$2,212,134
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$1,725,556
Interest on participant loans2010-12-31$84,507
Income. Interest from loans (other than to participants)2010-12-31$683
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$2,440,180
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$2,213,345
Net investment gain/loss from pooled separate accounts2010-12-31$267,610
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 contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$95,289
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$156,852
Contract administrator fees2010-12-31$5,445
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 name2010-12-31MOSS ADAMS, LLP
Accountancy firm EIN2010-12-31910189318
2009 : 403(B) THRIFT PLAN OF SEATTLE INDIAN HEALTH BOARD 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 SEATTLE INDIAN HEALTH BOARD

2022: 403(B) THRIFT PLAN OF SEATTLE INDIAN HEALTH BOARD 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 – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: 403(B) THRIFT PLAN OF SEATTLE INDIAN HEALTH BOARD 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedYes
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 – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: 403(B) THRIFT PLAN OF SEATTLE INDIAN HEALTH BOARD 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 – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: 403(B) THRIFT PLAN OF SEATTLE INDIAN HEALTH BOARD 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 – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: 403(B) THRIFT PLAN OF SEATTLE INDIAN HEALTH BOARD 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 – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: 403(B) THRIFT PLAN OF SEATTLE INDIAN HEALTH BOARD 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01First time form 5500 has been submittedYes
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)Yes
2017-07-01Plan is a collectively bargained planNo
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement - TrustYes
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingYes
2017-01-01This return/report is a short plan year return/report (less than 12 months)Yes
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 SEATTLE INDIAN HEALTH BOARD 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 SEATTLE INDIAN HEALTH BOARD 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 SEATTLE INDIAN HEALTH BOARD 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 SEATTLE INDIAN HEALTH BOARD 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: 403(B) THRIFT PLAN OF SEATTLE INDIAN HEALTH BOARD 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: 403(B) THRIFT PLAN OF SEATTLE INDIAN HEALTH BOARD 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 – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: 403(B) THRIFT PLAN OF SEATTLE INDIAN HEALTH BOARD 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVC4829
Policy instance 3
Insurance contract or identification numberVC4829
Number of Individuals Covered0
Insurance policy start date2017-01-01
Insurance policy end date2017-08-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $7,678
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Amount paid for insurance broker fees6303
Insurance broker organization code?7
Insurance broker nameLPL FINANCIAL CORPORATION
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number059207-I
Policy instance 2
Insurance contract or identification number059207-I
Number of Individuals Covered0
Insurance policy start date2017-01-01
Insurance policy end date2017-08-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Insurance broker organization code?3
Insurance broker nameSEATTLE REGIONAL OFFICE
RELIASTAR LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67105 )
Policy contract numberBP25
Policy instance 1
Insurance contract or identification numberBP25
Number of Individuals Covered0
Insurance policy start date2017-01-01
Insurance policy end date2017-08-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVC4829
Policy instance 3
Insurance contract or identification numberVC4829
Number of Individuals Covered161
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $10,559
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
Commission paid to Insurance BrokerUSD $9,863
Insurance broker organization code?7
Insurance broker nameLPL FINANCIAL CORPORATION
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number059207-I
Policy instance 2
Insurance contract or identification number059207-I
Number of Individuals Covered70
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,758
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees1758
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker nameSEATTLE REGIONAL OFFICE
RELIASTAR LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67105 )
Policy contract numberBP25
Policy instance 1
Insurance contract or identification numberBP25
Number of Individuals Covered27
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number059207I
Policy instance 3
Insurance contract or identification number059207I
Number of Individuals Covered63
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
RELIASTAR LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67105 )
Policy contract numberBP25
Policy instance 2
Insurance contract or identification numberBP25
Number of Individuals Covered30
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
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
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVC4829
Policy instance 1
Insurance contract or identification numberVC4829
Number of Individuals Covered159
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
RELIASTAR LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67105 )
Policy contract numberBP25
Policy instance 2
Insurance contract or identification numberBP25
Number of Individuals Covered39
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
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
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVC4829
Policy instance 1
Insurance contract or identification numberVC4829
Number of Individuals Covered173
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $12,322
Total amount of fees paid to insurance companyUSD $410
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
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
Commission paid to Insurance BrokerUSD $12,322
Amount paid for insurance broker fees410
Insurance broker organization code?3
Insurance broker nameROSEMARY TAYLOR
RELIASTAR LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67105 )
Policy contract numberBP25
Policy instance 2
Insurance contract or identification numberBP25
Number of Individuals Covered39
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
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
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVC4829
Policy instance 1
Insurance contract or identification numberVC4829
Number of Individuals Covered173
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $10,741
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
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 $10,741
Insurance broker organization code?3
Insurance broker nameROSEMARY TAYLOR
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVC4829
Policy instance 1
Insurance contract or identification numberVC4829
Number of Individuals Covered168
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $10,229
Total amount of fees paid to insurance companyUSD $1,066
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
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
RELIASTAR LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67105 )
Policy contract numberBP25
Policy instance 2
Insurance contract or identification numberBP25
Number of Individuals Covered48
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
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
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVC4829
Policy instance 1
Insurance contract or identification numberVC4829
Number of Individuals Covered176
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $10,743
Total amount of fees paid to insurance companyUSD $1,537
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
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
RELIASTAR LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67105 )
Policy contract numberBP25
Policy instance 2
Insurance contract or identification numberBP25
Number of Individuals Covered62
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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