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403(B) THRIFT PLAN OF YAKIMA NEIGHBORHOOD HEALTH SERVICES 401k Plan overview

Plan Name403(B) THRIFT PLAN OF YAKIMA NEIGHBORHOOD HEALTH SERVICES
Plan identification number 001

403(B) THRIFT PLAN OF YAKIMA NEIGHBORHOOD HEALTH SERVICES Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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 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

YAKIMA NEIGHBORHOOD HEALTH SERVICES has sponsored the creation of one or more 401k plans.

Company Name:YAKIMA NEIGHBORHOOD HEALTH SERVICES
Employer identification number (EIN):910928817
NAIC Classification:621610
NAIC Description:Home Health Care Services

Additional information about YAKIMA NEIGHBORHOOD HEALTH SERVICES

Jurisdiction of Incorporation: Washington Secretary of State Corporations Division
Incorporation Date: 1974-12-30
Company Identification Number: 601139605
Legal Registered Office Address: 12 S 8TH ST

YAKIMA
United States of America (USA)
989013020

More information about YAKIMA NEIGHBORHOOD HEALTH SERVICES

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 403(B) THRIFT PLAN OF YAKIMA NEIGHBORHOOD HEALTH SERVICES

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-07-01
0012020-07-01
0012019-07-01
0012019-07-01
0012018-07-01
0012017-07-01
0012016-07-01ANITA MONOIAN
0012015-07-01ANITA MONOIAN
0012014-07-01ANITA MONOIAN
0012013-07-01ANITA MONOIAN
0012012-07-01ANITA MONOIAN
0012011-07-01ANITA MONOIAN
0012009-07-01ANITA MONOIAN ANITA MONOIAN2011-05-19

Plan Statistics for 403(B) THRIFT PLAN OF YAKIMA NEIGHBORHOOD HEALTH SERVICES

401k plan membership statisitcs for 403(B) THRIFT PLAN OF YAKIMA NEIGHBORHOOD HEALTH SERVICES

Measure Date Value
2021: 403(B) THRIFT PLAN OF YAKIMA NEIGHBORHOOD HEALTH SERVICES 2021 401k membership
Total participants, beginning-of-year2021-07-01403
Total number of active participants reported on line 7a of the Form 55002021-07-01345
Number of retired or separated participants receiving benefits2021-07-012
Number of other retired or separated participants entitled to future benefits2021-07-01142
Total of all active and inactive participants2021-07-01489
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-010
Total participants2021-07-01489
Number of participants with account balances2021-07-01475
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-015
2020: 403(B) THRIFT PLAN OF YAKIMA NEIGHBORHOOD HEALTH SERVICES 2020 401k membership
Total participants, beginning-of-year2020-07-01333
Total number of active participants reported on line 7a of the Form 55002020-07-01290
Number of retired or separated participants receiving benefits2020-07-017
Number of other retired or separated participants entitled to future benefits2020-07-01102
Total of all active and inactive participants2020-07-01399
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-010
Total participants2020-07-01399
Number of participants with account balances2020-07-01395
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-013
2019: 403(B) THRIFT PLAN OF YAKIMA NEIGHBORHOOD HEALTH SERVICES 2019 401k membership
Total participants, beginning-of-year2019-07-01330
Total number of active participants reported on line 7a of the Form 55002019-07-01277
Number of retired or separated participants receiving benefits2019-07-011
Number of other retired or separated participants entitled to future benefits2019-07-0154
Total of all active and inactive participants2019-07-01332
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-010
Total participants2019-07-01332
Number of participants with account balances2019-07-01192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-015
2018: 403(B) THRIFT PLAN OF YAKIMA NEIGHBORHOOD HEALTH SERVICES 2018 401k membership
Total participants, beginning-of-year2018-07-01310
Total number of active participants reported on line 7a of the Form 55002018-07-01276
Number of retired or separated participants receiving benefits2018-07-014
Number of other retired or separated participants entitled to future benefits2018-07-0147
Total of all active and inactive participants2018-07-01327
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-010
Total participants2018-07-01327
Number of participants with account balances2018-07-01178
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-019
2017: 403(B) THRIFT PLAN OF YAKIMA NEIGHBORHOOD HEALTH SERVICES 2017 401k membership
Total participants, beginning-of-year2017-07-01300
Total number of active participants reported on line 7a of the Form 55002017-07-01260
Number of retired or separated participants receiving benefits2017-07-011
Number of other retired or separated participants entitled to future benefits2017-07-0144
Total of all active and inactive participants2017-07-01305
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-010
Total participants2017-07-01305
Number of participants with account balances2017-07-01165
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-018
2016: 403(B) THRIFT PLAN OF YAKIMA NEIGHBORHOOD HEALTH SERVICES 2016 401k membership
Total participants, beginning-of-year2016-07-01289
Total number of active participants reported on line 7a of the Form 55002016-07-01257
Number of retired or separated participants receiving benefits2016-07-010
Number of other retired or separated participants entitled to future benefits2016-07-0142
Total of all active and inactive participants2016-07-01299
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-010
Total participants2016-07-01299
Number of participants with account balances2016-07-01160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-017
2015: 403(B) THRIFT PLAN OF YAKIMA NEIGHBORHOOD HEALTH SERVICES 2015 401k membership
Total participants, beginning-of-year2015-07-01249
Total number of active participants reported on line 7a of the Form 55002015-07-01249
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-0140
Total of all active and inactive participants2015-07-01289
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-010
Total participants2015-07-01289
Number of participants with account balances2015-07-01152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-016
2014: 403(B) THRIFT PLAN OF YAKIMA NEIGHBORHOOD HEALTH SERVICES 2014 401k membership
Total participants, beginning-of-year2014-07-01224
Total number of active participants reported on line 7a of the Form 55002014-07-01215
Number of retired or separated participants receiving benefits2014-07-010
Number of other retired or separated participants entitled to future benefits2014-07-0134
Total of all active and inactive participants2014-07-01249
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-010
Total participants2014-07-01249
Number of participants with account balances2014-07-01140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-015
2013: 403(B) THRIFT PLAN OF YAKIMA NEIGHBORHOOD HEALTH SERVICES 2013 401k membership
Total participants, beginning-of-year2013-07-01207
Total number of active participants reported on line 7a of the Form 55002013-07-01190
Number of retired or separated participants receiving benefits2013-07-010
Number of other retired or separated participants entitled to future benefits2013-07-0134
Total of all active and inactive participants2013-07-01224
Total participants2013-07-01224
Number of participants with account balances2013-07-01119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-016
2012: 403(B) THRIFT PLAN OF YAKIMA NEIGHBORHOOD HEALTH SERVICES 2012 401k membership
Total participants, beginning-of-year2012-07-01189
Total number of active participants reported on line 7a of the Form 55002012-07-01172
Number of retired or separated participants receiving benefits2012-07-010
Number of other retired or separated participants entitled to future benefits2012-07-0135
Total of all active and inactive participants2012-07-01207
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-010
Total participants2012-07-01207
Number of participants with account balances2012-07-01133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-0111
2011: 403(B) THRIFT PLAN OF YAKIMA NEIGHBORHOOD HEALTH SERVICES 2011 401k membership
Total participants, beginning-of-year2011-07-01172
Total number of active participants reported on line 7a of the Form 55002011-07-01160
Number of retired or separated participants receiving benefits2011-07-010
Number of other retired or separated participants entitled to future benefits2011-07-0129
Total of all active and inactive participants2011-07-01189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-010
Total participants2011-07-01189
Number of participants with account balances2011-07-01132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-016
2009: 403(B) THRIFT PLAN OF YAKIMA NEIGHBORHOOD HEALTH SERVICES 2009 401k membership
Total participants, beginning-of-year2009-07-0186
Total number of active participants reported on line 7a of the Form 55002009-07-0159
Number of retired or separated participants receiving benefits2009-07-011
Number of other retired or separated participants entitled to future benefits2009-07-0124
Total of all active and inactive participants2009-07-0184
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-010
Total participants2009-07-0184
Number of participants with account balances2009-07-0184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-011

Financial Data on 403(B) THRIFT PLAN OF YAKIMA NEIGHBORHOOD HEALTH SERVICES

Measure Date Value
2022 : 403(B) THRIFT PLAN OF YAKIMA NEIGHBORHOOD HEALTH SERVICES 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total income from all sources (including contributions)2022-06-30$79,529
Total loss/gain on sale of assets2022-06-30$0
Total of all expenses incurred2022-06-30$1,292,325
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$1,254,869
Value of total corrective distributions2022-06-30$7,487
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$1,606,679
Value of total assets at end of year2022-06-30$11,171,473
Value of total assets at beginning of year2022-06-30$12,384,269
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$29,969
Total interest from all sources2022-06-30$13,538
Total dividends received (eg from common stock, registered investment company shares)2022-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30No
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$500,000
If this is an individual account plan, was there a blackout period2022-06-30No
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Contributions received from participants2022-06-30$1,048,664
Participant contributions at end of year2022-06-30$303,768
Participant contributions at beginning of year2022-06-30$345,486
Participant contributions at end of year2022-06-30$41,431
Participant contributions at beginning of year2022-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2022-06-30$115,775
Other income not declared elsewhere2022-06-30$3,265
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$-1,212,796
Value of net assets at end of year (total assets less liabilities)2022-06-30$11,171,473
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$12,384,269
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30No
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Investment advisory and management fees2022-06-30$29,969
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-06-30$8,913,136
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-06-30$10,218,325
Interest on participant loans2022-06-30$13,538
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-06-30$1,884,486
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-06-30$1,806,471
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-06-30$-1,520,451
Net investment gain/loss from pooled separate accounts2022-06-30$-23,502
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30No
Was there a failure to transmit to the plan any participant contributions2022-06-30No
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Contributions received in cash from employer2022-06-30$442,240
Employer contributions (assets) at end of year2022-06-30$28,652
Employer contributions (assets) at beginning of year2022-06-30$13,987
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$1,254,869
Did the plan have assets held for investment2022-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-30No
Opinion of an independent qualified public accountant for this plan2022-06-30Unqualified
Accountancy firm name2022-06-30CLIFTONLARSONALLEN
Accountancy firm EIN2022-06-30410746749
2021 : 403(B) THRIFT PLAN OF YAKIMA NEIGHBORHOOD HEALTH SERVICES 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$241
Total income from all sources (including contributions)2021-06-30$3,783,495
Total loss/gain on sale of assets2021-06-30$0
Total of all expenses incurred2021-06-30$1,953,611
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$1,886,068
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$1,361,767
Value of total assets at end of year2021-06-30$12,384,269
Value of total assets at beginning of year2021-06-30$10,554,626
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$67,543
Total interest from all sources2021-06-30$21,535
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$500,000
If this is an individual account plan, was there a blackout period2021-06-30Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-06-30$0
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Contributions received from participants2021-06-30$896,620
Participant contributions at end of year2021-06-30$345,486
Participant contributions at beginning of year2021-06-30$311,752
Participant contributions at end of year2021-06-30$0
Participant contributions at beginning of year2021-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2021-06-30$13,006
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-06-30$241
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$1,829,884
Value of net assets at end of year (total assets less liabilities)2021-06-30$12,384,269
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$10,554,385
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Investment advisory and management fees2021-06-30$67,543
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-06-30$10,218,325
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-06-30$8,178,832
Interest on participant loans2021-06-30$16,370
Interest earned on other investments2021-06-30$5,165
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-06-30$1,806,471
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-06-30$2,063,143
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-06-30$2,338,432
Net investment gain/loss from pooled separate accounts2021-06-30$61,761
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30No
Was there a failure to transmit to the plan any participant contributions2021-06-30No
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Contributions received in cash from employer2021-06-30$452,141
Employer contributions (assets) at end of year2021-06-30$13,987
Employer contributions (assets) at beginning of year2021-06-30$899
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$1,886,068
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-06-30Yes
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Opinion of an independent qualified public accountant for this plan2021-06-30Disclaimer
Accountancy firm name2021-06-30CLIFTONLARSONALLEN
Accountancy firm EIN2021-06-30410746749
2020 : 403(B) THRIFT PLAN OF YAKIMA NEIGHBORHOOD HEALTH SERVICES 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$241
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$241
Total income from all sources (including contributions)2020-06-30$1,691,394
Total loss/gain on sale of assets2020-06-30$0
Total of all expenses incurred2020-06-30$860,774
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$800,690
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$1,192,164
Value of total assets at end of year2020-06-30$10,554,626
Value of total assets at beginning of year2020-06-30$9,724,006
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$60,084
Total interest from all sources2020-06-30$16,775
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$500,000
If this is an individual account plan, was there a blackout period2020-06-30No
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Contributions received from participants2020-06-30$786,274
Participant contributions at end of year2020-06-30$311,752
Participant contributions at beginning of year2020-06-30$269,652
Participant contributions at end of year2020-06-30$0
Participant contributions at beginning of year2020-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2020-06-30$17,315
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-06-30$241
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-06-30$241
Administrative expenses (other) incurred2020-06-30$60,084
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$830,620
Value of net assets at end of year (total assets less liabilities)2020-06-30$10,554,385
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$9,723,765
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-06-30$8,178,832
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$8,940,255
Interest on participant loans2020-06-30$16,775
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-06-30$2,063,143
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-06-30$514,099
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-06-30$486,511
Net investment gain/loss from pooled separate accounts2020-06-30$-4,056
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30No
Was there a failure to transmit to the plan any participant contributions2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Contributions received in cash from employer2020-06-30$388,575
Employer contributions (assets) at end of year2020-06-30$899
Employer contributions (assets) at beginning of year2020-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$800,690
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30Yes
Opinion of an independent qualified public accountant for this plan2020-06-30Disclaimer
Accountancy firm name2020-06-30CLIFTONLARSONALLEN
Accountancy firm EIN2020-06-30410746749
2019 : 403(B) THRIFT PLAN OF YAKIMA NEIGHBORHOOD HEALTH SERVICES 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$241
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$241
Total income from all sources (including contributions)2019-06-30$1,729,366
Total loss/gain on sale of assets2019-06-30$0
Total of all expenses incurred2019-06-30$296,910
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$257,010
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$1,128,117
Value of total assets at end of year2019-06-30$9,724,006
Value of total assets at beginning of year2019-06-30$8,291,550
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$39,900
Total interest from all sources2019-06-30$15,562
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$500,000
If this is an individual account plan, was there a blackout period2019-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-06-30$0
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Contributions received from participants2019-06-30$750,567
Participant contributions at end of year2019-06-30$269,652
Participant contributions at beginning of year2019-06-30$253,807
Participant contributions at end of year2019-06-30$0
Participant contributions at beginning of year2019-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2019-06-30$472
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-06-30$241
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-06-30$241
Administrative expenses (other) incurred2019-06-30$39,900
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$1,432,456
Value of net assets at end of year (total assets less liabilities)2019-06-30$9,723,765
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$8,291,309
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-06-30$8,940,255
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$6,508,320
Interest on participant loans2019-06-30$15,562
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-06-30$514,099
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-06-30$1,529,423
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-06-30$582,536
Net investment gain/loss from pooled separate accounts2019-06-30$3,151
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30No
Was there a failure to transmit to the plan any participant contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Contributions received in cash from employer2019-06-30$377,078
Employer contributions (assets) at end of year2019-06-30$0
Employer contributions (assets) at beginning of year2019-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$257,010
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30Yes
Opinion of an independent qualified public accountant for this plan2019-06-30Disclaimer
Accountancy firm name2019-06-30CLIFTONLARSONALLEN LLP
Accountancy firm EIN2019-06-30410746749
2018 : 403(B) THRIFT PLAN OF YAKIMA NEIGHBORHOOD HEALTH SERVICES 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$241
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$5,485
Total income from all sources (including contributions)2018-06-30$1,451,612
Total loss/gain on sale of assets2018-06-30$0
Total of all expenses incurred2018-06-30$278,691
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$262,412
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$995,846
Value of total assets at end of year2018-06-30$8,291,550
Value of total assets at beginning of year2018-06-30$7,123,873
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$16,279
Total interest from all sources2018-06-30$27,103
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$500,000
If this is an individual account plan, was there a blackout period2018-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-06-30$0
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Contributions received from participants2018-06-30$638,890
Participant contributions at end of year2018-06-30$253,807
Participant contributions at beginning of year2018-06-30$249,864
Participant contributions at end of year2018-06-30$0
Participant contributions at beginning of year2018-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-06-30$241
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-06-30$5,485
Administrative expenses (other) incurred2018-06-30$16,279
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$1,172,921
Value of net assets at end of year (total assets less liabilities)2018-06-30$8,291,309
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$7,118,388
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-06-30$6,508,320
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$5,266,253
Value of interest in pooled separate accounts at end of year2018-06-30$0
Value of interest in pooled separate accounts at beginning of year2018-06-30$129,371
Interest on participant loans2018-06-30$12,336
Interest earned on other investments2018-06-30$14,767
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-06-30$1,529,423
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-06-30$1,478,385
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-06-30$414,525
Net investment gain/loss from pooled separate accounts2018-06-30$14,138
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30No
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Contributions received in cash from employer2018-06-30$356,956
Employer contributions (assets) at end of year2018-06-30$0
Employer contributions (assets) at beginning of year2018-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$262,412
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30Yes
Opinion of an independent qualified public accountant for this plan2018-06-30Disclaimer
Accountancy firm name2018-06-30CLIFTONLARSONALLEN LLP
Accountancy firm EIN2018-06-30410746749
2017 : 403(B) THRIFT PLAN OF YAKIMA NEIGHBORHOOD HEALTH SERVICES 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$5,485
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total income from all sources (including contributions)2017-06-30$1,527,281
Total loss/gain on sale of assets2017-06-30$0
Total of all expenses incurred2017-06-30$399,350
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$387,230
Value of total corrective distributions2017-06-30$240
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$929,241
Value of total assets at end of year2017-06-30$7,123,873
Value of total assets at beginning of year2017-06-30$5,990,457
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$11,880
Total interest from all sources2017-06-30$29,496
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$1,000,000
If this is an individual account plan, was there a blackout period2017-06-30No
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Contributions received from participants2017-06-30$586,617
Participant contributions at end of year2017-06-30$249,864
Participant contributions at beginning of year2017-06-30$235,024
Participant contributions at end of year2017-06-30$0
Participant contributions at beginning of year2017-06-30$656
Income. Received or receivable in cash from other sources (including rollovers)2017-06-30$9,843
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-06-30$5,485
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-06-30$0
Administrative expenses (other) incurred2017-06-30$11,880
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$1,127,931
Value of net assets at end of year (total assets less liabilities)2017-06-30$7,118,388
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$5,990,457
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-06-30$5,266,253
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$4,214,335
Value of interest in pooled separate accounts at end of year2017-06-30$129,371
Value of interest in pooled separate accounts at beginning of year2017-06-30$111,112
Interest on participant loans2017-06-30$11,512
Interest earned on other investments2017-06-30$17,984
Value of interest in common/collective trusts at end of year2017-06-30$0
Value of interest in common/collective trusts at beginning of year2017-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-06-30$1,478,385
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-06-30$1,427,418
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-06-30$550,237
Net investment gain/loss from pooled separate accounts2017-06-30$18,307
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30No
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$332,781
Employer contributions (assets) at end of year2017-06-30$0
Employer contributions (assets) at beginning of year2017-06-30$1,912
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$387,230
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30Yes
Opinion of an independent qualified public accountant for this plan2017-06-30Disclaimer
Accountancy firm name2017-06-30CLIFTONLARSONALLEN LLP
Accountancy firm EIN2017-06-30410746749
2016 : 403(B) THRIFT PLAN OF YAKIMA NEIGHBORHOOD HEALTH SERVICES 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$11,146
Total income from all sources (including contributions)2016-06-30$892,880
Total loss/gain on sale of assets2016-06-30$0
Total of all expenses incurred2016-06-30$91,160
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$81,503
Value of total corrective distributions2016-06-30$386
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$872,815
Value of total assets at end of year2016-06-30$5,990,457
Value of total assets at beginning of year2016-06-30$5,199,883
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$9,271
Total interest from all sources2016-06-30$23,030
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$1,000,000
If this is an individual account plan, was there a blackout period2016-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-06-30$0
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Contributions received from participants2016-06-30$492,515
Participant contributions at end of year2016-06-30$235,024
Participant contributions at beginning of year2016-06-30$177,678
Participant contributions at end of year2016-06-30$656
Participant contributions at beginning of year2016-06-30$205
Income. Received or receivable in cash from other sources (including rollovers)2016-06-30$74,264
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-06-30$11,146
Administrative expenses (other) incurred2016-06-30$9,271
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$801,720
Value of net assets at end of year (total assets less liabilities)2016-06-30$5,990,457
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$5,188,737
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$4,214,335
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$3,608,177
Value of interest in pooled separate accounts at end of year2016-06-30$111,112
Value of interest in pooled separate accounts at beginning of year2016-06-30$111,448
Interest on participant loans2016-06-30$8,108
Interest earned on other investments2016-06-30$14,922
Value of interest in common/collective trusts at end of year2016-06-30$0
Value of interest in common/collective trusts at beginning of year2016-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-06-30$1,427,418
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-06-30$1,302,354
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-06-30$-2,677
Net investment gain/loss from pooled separate accounts2016-06-30$-288
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30No
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$306,036
Employer contributions (assets) at end of year2016-06-30$1,912
Employer contributions (assets) at beginning of year2016-06-30$21
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$81,503
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30Yes
Opinion of an independent qualified public accountant for this plan2016-06-30Disclaimer
Accountancy firm name2016-06-30CLIFTONLARSONALLEN LLP
Accountancy firm EIN2016-06-30410746749
2015 : 403(B) THRIFT PLAN OF YAKIMA NEIGHBORHOOD HEALTH SERVICES 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$11,146
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$4,348
Total income from all sources (including contributions)2015-06-30$815,213
Total loss/gain on sale of assets2015-06-30$0
Total of all expenses incurred2015-06-30$418,669
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$399,907
Value of total corrective distributions2015-06-30$9,909
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$671,925
Value of total assets at end of year2015-06-30$5,199,883
Value of total assets at beginning of year2015-06-30$4,796,541
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$8,853
Total interest from all sources2015-06-30$21,353
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$1,000,000
If this is an individual account plan, was there a blackout period2015-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-06-30$0
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Contributions received from participants2015-06-30$414,086
Participant contributions at end of year2015-06-30$177,678
Participant contributions at beginning of year2015-06-30$198,017
Participant contributions at end of year2015-06-30$205
Participant contributions at beginning of year2015-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-06-30$11,146
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-06-30$4,348
Administrative expenses (other) incurred2015-06-30$8,853
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$396,544
Value of net assets at end of year (total assets less liabilities)2015-06-30$5,188,737
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$4,792,193
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-06-30$3,608,177
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$3,267,222
Value of interest in pooled separate accounts at end of year2015-06-30$111,448
Value of interest in pooled separate accounts at beginning of year2015-06-30$111,550
Interest on participant loans2015-06-30$8,562
Interest earned on other investments2015-06-30$12,791
Value of interest in common/collective trusts at end of year2015-06-30$0
Value of interest in common/collective trusts at beginning of year2015-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-06-30$1,302,354
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-06-30$1,219,752
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-06-30$116,422
Net investment gain/loss from pooled separate accounts2015-06-30$5,513
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30No
Was there a failure to transmit to the plan any participant contributions2015-06-30Yes
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$257,839
Employer contributions (assets) at end of year2015-06-30$21
Employer contributions (assets) at beginning of year2015-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$399,907
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30Yes
Opinion of an independent qualified public accountant for this plan2015-06-30Disclaimer
Accountancy firm name2015-06-30CLIFTONLARSONALLEN LLP
Accountancy firm EIN2015-06-30410746749
2014 : 403(B) THRIFT PLAN OF YAKIMA NEIGHBORHOOD HEALTH SERVICES 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$4,348
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$23,861
Total income from all sources (including contributions)2014-06-30$1,031,893
Total loss/gain on sale of assets2014-06-30$0
Total of all expenses incurred2014-06-30$191,102
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$179,890
Value of total corrective distributions2014-06-30$4,219
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$559,083
Value of total assets at end of year2014-06-30$4,796,541
Value of total assets at beginning of year2014-06-30$3,975,263
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$6,993
Total interest from all sources2014-06-30$21,352
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$1,000,000
If this is an individual account plan, was there a blackout period2014-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-06-30$0
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Contributions received from participants2014-06-30$337,444
Participant contributions at end of year2014-06-30$198,017
Participant contributions at beginning of year2014-06-30$230,819
Income. Received or receivable in cash from other sources (including rollovers)2014-06-30$4,071
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-06-30$4,348
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-06-30$23,861
Administrative expenses (other) incurred2014-06-30$6,993
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$840,791
Value of net assets at end of year (total assets less liabilities)2014-06-30$4,792,193
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$3,951,402
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-06-30$3,267,222
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$2,328,764
Value of interest in pooled separate accounts at end of year2014-06-30$111,550
Value of interest in pooled separate accounts at beginning of year2014-06-30$239,522
Interest on participant loans2014-06-30$9,479
Interest earned on other investments2014-06-30$11,873
Value of interest in common/collective trusts at end of year2014-06-30$0
Value of interest in common/collective trusts at beginning of year2014-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-06-30$1,219,752
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-06-30$1,176,158
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-06-30$424,519
Net investment gain/loss from pooled separate accounts2014-06-30$26,939
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30No
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Contributions received in cash from employer2014-06-30$217,568
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$179,890
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30Yes
Opinion of an independent qualified public accountant for this plan2014-06-30Disclaimer
Accountancy firm name2014-06-30CLIFTONLARSONALLEN LLP
Accountancy firm EIN2014-06-30410746749
2013 : 403(B) THRIFT PLAN OF YAKIMA NEIGHBORHOOD HEALTH SERVICES 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$23,861
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$14,292
Total income from all sources (including contributions)2013-06-30$834,826
Total loss/gain on sale of assets2013-06-30$0
Total of all expenses incurred2013-06-30$591,852
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$584,468
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$524,441
Value of total assets at end of year2013-06-30$3,975,263
Value of total assets at beginning of year2013-06-30$3,722,720
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$7,384
Total interest from all sources2013-06-30$24,455
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$1,000,000
If this is an individual account plan, was there a blackout period2013-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-06-30$0
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Contributions received from participants2013-06-30$326,115
Participant contributions at end of year2013-06-30$230,819
Participant contributions at beginning of year2013-06-30$157,550
Income. Received or receivable in cash from other sources (including rollovers)2013-06-30$3,174
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-06-30$23,861
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-06-30$14,292
Administrative expenses (other) incurred2013-06-30$7,384
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$242,974
Value of net assets at end of year (total assets less liabilities)2013-06-30$3,951,402
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$3,708,428
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-06-30$2,328,764
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-06-30$1,994,667
Value of interest in pooled separate accounts at end of year2013-06-30$239,522
Value of interest in pooled separate accounts at beginning of year2013-06-30$857,978
Interest on participant loans2013-06-30$8,135
Interest earned on other investments2013-06-30$16,320
Value of interest in common/collective trusts at end of year2013-06-30$0
Value of interest in common/collective trusts at beginning of year2013-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-06-30$1,176,158
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-06-30$712,525
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-06-30$242,447
Net investment gain/loss from pooled separate accounts2013-06-30$43,483
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30No
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$195,152
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$584,468
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30Yes
Opinion of an independent qualified public accountant for this plan2013-06-30Disclaimer
Accountancy firm name2013-06-30CLIFTONLARSONALLEN LLP
Accountancy firm EIN2013-06-30410746749
2012 : 403(B) THRIFT PLAN OF YAKIMA NEIGHBORHOOD HEALTH SERVICES 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$14,292
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total income from all sources (including contributions)2012-06-30$656,242
Total loss/gain on sale of assets2012-06-30$0
Total of all expenses incurred2012-06-30$475,760
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$470,246
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$590,051
Value of total assets at end of year2012-06-30$3,722,720
Value of total assets at beginning of year2012-06-30$3,527,946
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$5,514
Total interest from all sources2012-06-30$20,803
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$1,000,000
If this is an individual account plan, was there a blackout period2012-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-06-30$0
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Contributions received from participants2012-06-30$351,636
Participant contributions at end of year2012-06-30$157,550
Participant contributions at beginning of year2012-06-30$116,637
Income. Received or receivable in cash from other sources (including rollovers)2012-06-30$26,865
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-06-30$14,292
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Income. Non cash contributions2012-06-30$0
Value of net income/loss2012-06-30$180,482
Value of net assets at end of year (total assets less liabilities)2012-06-30$3,708,428
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$3,527,946
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-06-30$1,994,667
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-06-30$2,242,290
Value of interest in pooled separate accounts at end of year2012-06-30$857,978
Value of interest in pooled separate accounts at beginning of year2012-06-30$340,563
Interest on participant loans2012-06-30$6,030
Interest earned on other investments2012-06-30$14,773
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-06-30$712,525
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-06-30$827,849
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-06-30$30,521
Net investment gain/loss from pooled separate accounts2012-06-30$4,863
Net investment gain or loss from common/collective trusts2012-06-30$10,004
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30No
Was there a failure to transmit to the plan any participant contributions2012-06-30Yes
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$211,550
Employer contributions (assets) at end of year2012-06-30$0
Employer contributions (assets) at beginning of year2012-06-30$607
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$470,246
Contract administrator fees2012-06-30$5,514
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30Yes
Opinion of an independent qualified public accountant for this plan2012-06-30Disclaimer
Accountancy firm name2012-06-30CLIFTONLARSONALLEN LLP
Accountancy firm EIN2012-06-30410746749
2011 : 403(B) THRIFT PLAN OF YAKIMA NEIGHBORHOOD HEALTH SERVICES 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total income from all sources (including contributions)2011-06-30$842,427
Total loss/gain on sale of assets2011-06-30$0
Total of all expenses incurred2011-06-30$415,566
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$397,841
Expenses. Certain deemed distributions of participant loans2011-06-30$7,256
Value of total corrective distributions2011-06-30$8,260
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$433,838
Value of total assets at end of year2011-06-30$3,527,946
Value of total assets at beginning of year2011-06-30$3,101,085
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$2,209
Total interest from all sources2011-06-30$42,168
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$1,000,000
If this is an individual account plan, was there a blackout period2011-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-06-30$0
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Contributions received from participants2011-06-30$266,120
Participant contributions at end of year2011-06-30$116,637
Participant contributions at beginning of year2011-06-30$134,259
Income. Received or receivable in cash from other sources (including rollovers)2011-06-30$4,069
Administrative expenses (other) incurred2011-06-30$2,209
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Income. Non cash contributions2011-06-30$0
Value of net income/loss2011-06-30$426,861
Value of net assets at end of year (total assets less liabilities)2011-06-30$3,527,946
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$3,101,085
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-06-30$2,242,290
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-06-30$1,180,572
Value of interest in pooled separate accounts at end of year2011-06-30$340,563
Interest on participant loans2011-06-30$6,895
Interest earned on other investments2011-06-30$35,273
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-06-30$827,849
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-06-30$1,786,254
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-06-30$68,755
Net investment gain/loss from pooled separate accounts2011-06-30$297,666
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30No
Was there a failure to transmit to the plan any participant contributions2011-06-30Yes
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$163,649
Employer contributions (assets) at end of year2011-06-30$607
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$397,841
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30Yes
Opinion of an independent qualified public accountant for this plan2011-06-30Disclaimer
Accountancy firm name2011-06-30CLIFTONLARSONALLEN LLP
Accountancy firm EIN2011-06-30410746749
2010 : 403(B) THRIFT PLAN OF YAKIMA NEIGHBORHOOD HEALTH SERVICES 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-06-30$0

Form 5500 Responses for 403(B) THRIFT PLAN OF YAKIMA NEIGHBORHOOD HEALTH SERVICES

2021: 403(B) THRIFT PLAN OF YAKIMA NEIGHBORHOOD HEALTH SERVICES 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Submission has been amendedNo
2021-07-01This submission is the final filingNo
2021-07-01This return/report is a short plan year return/report (less than 12 months)No
2021-07-01Plan is a collectively bargained planNo
2021-07-01Plan funding arrangement – InsuranceYes
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement – InsuranceYes
2021-07-01Plan benefit arrangement - TrustYes
2020: 403(B) THRIFT PLAN OF YAKIMA NEIGHBORHOOD HEALTH SERVICES 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Submission has been amendedNo
2020-07-01This submission is the final filingNo
2020-07-01This return/report is a short plan year return/report (less than 12 months)No
2020-07-01Plan is a collectively bargained planNo
2020-07-01Plan funding arrangement – InsuranceYes
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement – InsuranceYes
2020-07-01Plan benefit arrangement - TrustYes
2019: 403(B) THRIFT PLAN OF YAKIMA NEIGHBORHOOD HEALTH SERVICES 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Submission has been amendedNo
2019-07-01This submission is the final filingNo
2019-07-01This return/report is a short plan year return/report (less than 12 months)No
2019-07-01Plan is a collectively bargained planNo
2019-07-01Plan funding arrangement – InsuranceYes
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement – InsuranceYes
2019-07-01Plan benefit arrangement - TrustYes
2018: 403(B) THRIFT PLAN OF YAKIMA NEIGHBORHOOD HEALTH SERVICES 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Submission has been amendedNo
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planNo
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement – InsuranceYes
2018-07-01Plan benefit arrangement - TrustYes
2017: 403(B) THRIFT PLAN OF YAKIMA NEIGHBORHOOD HEALTH SERVICES 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Submission has been amendedNo
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planNo
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement – InsuranceYes
2017-07-01Plan benefit arrangement - TrustYes
2016: 403(B) THRIFT PLAN OF YAKIMA NEIGHBORHOOD HEALTH SERVICES 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement – InsuranceYes
2016-07-01Plan benefit arrangement - TrustYes
2015: 403(B) THRIFT PLAN OF YAKIMA NEIGHBORHOOD HEALTH SERVICES 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement – InsuranceYes
2015-07-01Plan benefit arrangement - TrustYes
2014: 403(B) THRIFT PLAN OF YAKIMA NEIGHBORHOOD HEALTH SERVICES 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement – InsuranceYes
2014-07-01Plan benefit arrangement - TrustYes
2013: 403(B) THRIFT PLAN OF YAKIMA NEIGHBORHOOD HEALTH SERVICES 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement – InsuranceYes
2013-07-01Plan benefit arrangement - TrustYes
2012: 403(B) THRIFT PLAN OF YAKIMA NEIGHBORHOOD HEALTH SERVICES 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement – InsuranceYes
2012-07-01Plan benefit arrangement - TrustYes
2011: 403(B) THRIFT PLAN OF YAKIMA NEIGHBORHOOD HEALTH SERVICES 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement – InsuranceYes
2011-07-01Plan benefit arrangement - TrustYes
2009: 403(B) THRIFT PLAN OF YAKIMA NEIGHBORHOOD HEALTH SERVICES 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedNo
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – InsuranceYes
2009-07-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG77157
Policy instance 2
Insurance contract or identification numberG77157
Number of Individuals Covered458
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit 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
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number015870-G
Policy instance 1
Insurance contract or identification number015870-G
Number of Individuals Covered14
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG77157
Policy instance 3
Insurance contract or identification numberG77157
Number of Individuals Covered188
Insurance policy start date2021-03-01
Insurance policy end date2021-06-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit 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
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number015870-G
Policy instance 2
Insurance contract or identification number015870-G
Number of Individuals Covered14
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60599-1
Policy instance 1
Insurance contract or identification numberMR 60599-1
Number of Individuals Covered0
Insurance policy start date2020-07-01
Insurance policy end date2021-04-29
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit 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
Insurance broker organization code?1
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number015870-G
Policy instance 2
Insurance contract or identification number015870-G
Number of Individuals Covered15
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60599-1
Policy instance 1
Insurance contract or identification numberMR 60599-1
Number of Individuals Covered179
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Total amount of commissions paid to insurance brokerUSD $3,170
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit 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
Commission paid to Insurance BrokerUSD $3,170
Insurance broker organization code?1
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number015870-G
Policy instance 2
Insurance contract or identification number015870-G
Number of Individuals Covered15
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60599-1
Policy instance 1
Insurance contract or identification numberMR 60599-1
Number of Individuals Covered165
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Total amount of commissions paid to insurance brokerUSD $2,970
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit 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
Commission paid to Insurance BrokerUSD $2,970
Insurance broker organization code?1
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number015870-G
Policy instance 2
Insurance contract or identification number015870-G
Number of Individuals Covered15
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60599-1
Policy instance 1
Insurance contract or identification numberMR 60599-1
Number of Individuals Covered152
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $3,125
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit 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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