401k Plan data: CAREER PATH SERVICES 403(B) PLAN plan

CAREER PATH SERVICES 403(B) PLAN 401k Plan overview

Plan Name	CAREER PATH SERVICES 403(B) PLAN
Plan identification number	001

CAREER PATH SERVICES 403(B) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

CAREER PATH SERVICES has sponsored the creation of one or more 401k plans.

Company Name: CAREER PATH SERVICES

Employer identification number (EIN): 911032846

NAIC Classification: 561300

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CAREER PATH SERVICES 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2021-07-01 LLOYD FILLIS 2022-12-15
001 2020-07-01 LLOYD FILLIS 2022-04-15
001 2019-07-01 LLOYD FILLIS 2021-02-16
001 2018-07-01 LLOYD FILLIS 2020-04-02
001 2017-07-01 JOHN CRAIG 2019-03-28
001 2016-07-01
001 2015-07-01
001 2014-07-01
001 2013-07-01 GEORGE IRANON 2015-01-09
001 2012-07-01 GEORGE IRANON 2014-03-27
001 2011-07-01 GEORGE IRANON 2013-03-28

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2021-07-01	LLOYD FILLIS	2022-12-15
001	2020-07-01	LLOYD FILLIS	2022-04-15
001	2019-07-01	LLOYD FILLIS	2021-02-16
001	2018-07-01	LLOYD FILLIS	2020-04-02
001	2017-07-01	JOHN CRAIG	2019-03-28
001	2016-07-01
001	2015-07-01
001	2014-07-01
001	2013-07-01	GEORGE IRANON	2015-01-09
001	2012-07-01	GEORGE IRANON	2014-03-27
001	2011-07-01	GEORGE IRANON	2013-03-28

Plan Statistics for CAREER PATH SERVICES 403(B) PLAN

401k plan membership statisitcs for CAREER PATH SERVICES 403(B) PLAN

Measure Date Value
2021: CAREER PATH SERVICES 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-07-01 153
Total number of active participants reported on line 7a of the Form 5500 2021-07-01 86
Number of retired or separated participants receiving benefits 2021-07-01 4
Number of other retired or separated participants entitled to future benefits 2021-07-01 72
Total of all active and inactive participants 2021-07-01 162
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-07-01 0
Total participants 2021-07-01 162
Number of participants with account balances 2021-07-01 162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-07-01 21
2020: CAREER PATH SERVICES 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-07-01 155
Total number of active participants reported on line 7a of the Form 5500 2020-07-01 97
Number of retired or separated participants receiving benefits 2020-07-01 6
Number of other retired or separated participants entitled to future benefits 2020-07-01 52
Total of all active and inactive participants 2020-07-01 155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-07-01 0
Total participants 2020-07-01 155
Number of participants with account balances 2020-07-01 155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-07-01 16
2019: CAREER PATH SERVICES 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-07-01 149
Total number of active participants reported on line 7a of the Form 5500 2019-07-01 100
Number of retired or separated participants receiving benefits 2019-07-01 4
Number of other retired or separated participants entitled to future benefits 2019-07-01 51
Total of all active and inactive participants 2019-07-01 155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-07-01 0
Total participants 2019-07-01 155
Number of participants with account balances 2019-07-01 153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-07-01 3
2018: CAREER PATH SERVICES 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-07-01 149
Total number of active participants reported on line 7a of the Form 5500 2018-07-01 83
Number of retired or separated participants receiving benefits 2018-07-01 1
Number of other retired or separated participants entitled to future benefits 2018-07-01 58
Total of all active and inactive participants 2018-07-01 142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-07-01 0
Total participants 2018-07-01 142
Number of participants with account balances 2018-07-01 141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-07-01 5
2017: CAREER PATH SERVICES 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-07-01 140
Total number of active participants reported on line 7a of the Form 5500 2017-07-01 105
Number of retired or separated participants receiving benefits 2017-07-01 3
Number of other retired or separated participants entitled to future benefits 2017-07-01 41
Total of all active and inactive participants 2017-07-01 149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-07-01 0
Total participants 2017-07-01 149
Number of participants with account balances 2017-07-01 147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-07-01 10
2016: CAREER PATH SERVICES 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-07-01 137
Total number of active participants reported on line 7a of the Form 5500 2016-07-01 104
Number of retired or separated participants receiving benefits 2016-07-01 2
Number of other retired or separated participants entitled to future benefits 2016-07-01 34
Total of all active and inactive participants 2016-07-01 140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-07-01 0
Total participants 2016-07-01 140
Number of participants with account balances 2016-07-01 138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-07-01 0

Measure	Date	Value
2021: CAREER PATH SERVICES 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-07-01	153
Total number of active participants reported on line 7a of the Form 5500	2021-07-01	86
Number of retired or separated participants receiving benefits	2021-07-01	4
Number of other retired or separated participants entitled to future benefits	2021-07-01	72
Total of all active and inactive participants	2021-07-01	162
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-07-01	0
Total participants	2021-07-01	162
Number of participants with account balances	2021-07-01	162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-07-01	21
2020: CAREER PATH SERVICES 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-07-01	155
Total number of active participants reported on line 7a of the Form 5500	2020-07-01	97
Number of retired or separated participants receiving benefits	2020-07-01	6
Number of other retired or separated participants entitled to future benefits	2020-07-01	52
Total of all active and inactive participants	2020-07-01	155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-07-01	0
Total participants	2020-07-01	155
Number of participants with account balances	2020-07-01	155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-07-01	16
2019: CAREER PATH SERVICES 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-07-01	149
Total number of active participants reported on line 7a of the Form 5500	2019-07-01	100
Number of retired or separated participants receiving benefits	2019-07-01	4
Number of other retired or separated participants entitled to future benefits	2019-07-01	51
Total of all active and inactive participants	2019-07-01	155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-07-01	0
Total participants	2019-07-01	155
Number of participants with account balances	2019-07-01	153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-07-01	3
2018: CAREER PATH SERVICES 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-07-01	149
Total number of active participants reported on line 7a of the Form 5500	2018-07-01	83
Number of retired or separated participants receiving benefits	2018-07-01	1
Number of other retired or separated participants entitled to future benefits	2018-07-01	58
Total of all active and inactive participants	2018-07-01	142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-07-01	0
Total participants	2018-07-01	142
Number of participants with account balances	2018-07-01	141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-07-01	5
2017: CAREER PATH SERVICES 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-07-01	140
Total number of active participants reported on line 7a of the Form 5500	2017-07-01	105
Number of retired or separated participants receiving benefits	2017-07-01	3
Number of other retired or separated participants entitled to future benefits	2017-07-01	41
Total of all active and inactive participants	2017-07-01	149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-07-01	0
Total participants	2017-07-01	149
Number of participants with account balances	2017-07-01	147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-07-01	10
2016: CAREER PATH SERVICES 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-07-01	137
Total number of active participants reported on line 7a of the Form 5500	2016-07-01	104
Number of retired or separated participants receiving benefits	2016-07-01	2
Number of other retired or separated participants entitled to future benefits	2016-07-01	34
Total of all active and inactive participants	2016-07-01	140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-07-01	0
Total participants	2016-07-01	140
Number of participants with account balances	2016-07-01	138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-07-01	0

Financial Data on CAREER PATH SERVICES 403(B) PLAN

Measure	Date	Value
2022 : CAREER PATH SERVICES 403(B) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-06-30	$109,238
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-06-30	$109,555
Total income from all sources (including contributions)	2022-06-30	$122,176
Total loss/gain on sale of assets	2022-06-30	$0
Total of all expenses incurred	2022-06-30	$888,260
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-06-30	$829,583
Value of total corrective distributions	2022-06-30	$381
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-06-30	$991,351
Value of total assets at end of year	2022-06-30	$5,299,892
Value of total assets at beginning of year	2022-06-30	$6,066,293
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-06-30	$58,296
Total interest from all sources	2022-06-30	$3,288
Total dividends received (eg from common stock, registered investment company shares)	2022-06-30	$399,675
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-06-30	$399,675
Administrative expenses professional fees incurred	2022-06-30	$18,228
Was this plan covered by a fidelity bond	2022-06-30	Yes
Value of fidelity bond cover	2022-06-30	$500,000
If this is an individual account plan, was there a blackout period	2022-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2022-06-30	No
Contributions received from participants	2022-06-30	$230,731
Participant contributions at end of year	2022-06-30	$0
Participant contributions at beginning of year	2022-06-30	$0
Income. Received or receivable in cash from other sources (including rollovers)	2022-06-30	$175,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2022-06-30	$102,912
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2022-06-30	$105,630
Liabilities. Value of operating payables at end of year	2022-06-30	$6,326
Liabilities. Value of operating payables at beginning of year	2022-06-30	$3,925
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-06-30	No
Value of net income/loss	2022-06-30	$-766,084
Value of net assets at end of year (total assets less liabilities)	2022-06-30	$5,190,654
Value of net assets at beginning of year (total assets less liabilities)	2022-06-30	$5,956,738
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-06-30	No
Were any leases to which the plan was party in default or uncollectible	2022-06-30	No
Investment advisory and management fees	2022-06-30	$1,700
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-06-30	$4,986,012
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-06-30	$5,788,094
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-06-30	$102,912
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-06-30	$105,630
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-06-30	$105,630
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-06-30	$3,288
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-06-30	$209,584
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-06-30	$171,962
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-06-30	$-1,272,138
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-06-30	No
Was there a failure to transmit to the plan any participant contributions	2022-06-30	No
Has the plan failed to provide any benefit when due under the plan	2022-06-30	No
Contributions received in cash from employer	2022-06-30	$585,620
Employer contributions (assets) at end of year	2022-06-30	$1,384
Employer contributions (assets) at beginning of year	2022-06-30	$607
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-06-30	$829,583
Contract administrator fees	2022-06-30	$38,368
Did the plan have assets held for investment	2022-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-06-30	No
Opinion of an independent qualified public accountant for this plan	2022-06-30	Unqualified
Accountancy firm name	2022-06-30	ANASTASI MOORE MARTIN PLLC
Accountancy firm EIN	2022-06-30	208149084
2021 : CAREER PATH SERVICES 403(B) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-06-30	$109,555
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-06-30	$96,529
Total income from all sources (including contributions)	2021-06-30	$2,161,813
Total loss/gain on sale of assets	2021-06-30	$0
Total of all expenses incurred	2021-06-30	$495,785
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-06-30	$440,250
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-06-30	$823,957
Value of total assets at end of year	2021-06-30	$6,066,293
Value of total assets at beginning of year	2021-06-30	$4,387,239
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-06-30	$55,535
Total interest from all sources	2021-06-30	$3,285
Total dividends received (eg from common stock, registered investment company shares)	2021-06-30	$175,478
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-06-30	$175,478
Administrative expenses professional fees incurred	2021-06-30	$21,811
Was this plan covered by a fidelity bond	2021-06-30	Yes
Value of fidelity bond cover	2021-06-30	$500,000
If this is an individual account plan, was there a blackout period	2021-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2021-06-30	No
Contributions received from participants	2021-06-30	$223,374
Participant contributions at end of year	2021-06-30	$0
Participant contributions at beginning of year	2021-06-30	$0
Income. Received or receivable in cash from other sources (including rollovers)	2021-06-30	$13,480
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2021-06-30	$105,630
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2021-06-30	$96,529
Liabilities. Value of operating payables at end of year	2021-06-30	$3,925
Liabilities. Value of operating payables at beginning of year	2021-06-30	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-06-30	No
Value of net income/loss	2021-06-30	$1,666,028
Value of net assets at end of year (total assets less liabilities)	2021-06-30	$5,956,738
Value of net assets at beginning of year (total assets less liabilities)	2021-06-30	$4,290,710
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-06-30	No
Were any leases to which the plan was party in default or uncollectible	2021-06-30	No
Investment advisory and management fees	2021-06-30	$1,107
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-06-30	$5,788,094
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-06-30	$4,123,758
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-06-30	$105,630
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-06-30	$96,529
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-06-30	$96,529
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-06-30	$3,285
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-06-30	$171,962
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-06-30	$158,335
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-06-30	$1,159,093
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-06-30	No
Was there a failure to transmit to the plan any participant contributions	2021-06-30	No
Has the plan failed to provide any benefit when due under the plan	2021-06-30	No
Contributions received in cash from employer	2021-06-30	$587,103
Employer contributions (assets) at end of year	2021-06-30	$607
Employer contributions (assets) at beginning of year	2021-06-30	$8,617
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-06-30	$440,250
Contract administrator fees	2021-06-30	$32,617
Did the plan have assets held for investment	2021-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-06-30	No
Opinion of an independent qualified public accountant for this plan	2021-06-30	Disclaimer
Accountancy firm name	2021-06-30	ANASTASI MOORE MARTIN PLLC
Accountancy firm EIN	2021-06-30	208149084
2020 : CAREER PATH SERVICES 403(B) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-06-30	$96,529
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-06-30	$59,355
Total income from all sources (including contributions)	2020-06-30	$722,279
Total loss/gain on sale of assets	2020-06-30	$0
Total of all expenses incurred	2020-06-30	$1,743,619
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-06-30	$1,694,572
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-06-30	$695,511
Value of total assets at end of year	2020-06-30	$4,387,239
Value of total assets at beginning of year	2020-06-30	$5,371,405
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-06-30	$49,047
Total interest from all sources	2020-06-30	$762
Total dividends received (eg from common stock, registered investment company shares)	2020-06-30	$252,118
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-06-30	$252,118
Administrative expenses professional fees incurred	2020-06-30	$11,350
Was this plan covered by a fidelity bond	2020-06-30	Yes
Value of fidelity bond cover	2020-06-30	$500,000
If this is an individual account plan, was there a blackout period	2020-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2020-06-30	No
Contributions received from participants	2020-06-30	$231,800
Income. Received or receivable in cash from other sources (including rollovers)	2020-06-30	$1,834
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2020-06-30	$96,529
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2020-06-30	$31,088
Liabilities. Value of operating payables at end of year	2020-06-30	$0
Liabilities. Value of operating payables at beginning of year	2020-06-30	$28,267
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-06-30	No
Value of net income/loss	2020-06-30	$-1,021,340
Value of net assets at end of year (total assets less liabilities)	2020-06-30	$4,290,710
Value of net assets at beginning of year (total assets less liabilities)	2020-06-30	$5,312,050
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-06-30	No
Were any leases to which the plan was party in default or uncollectible	2020-06-30	No
Investment advisory and management fees	2020-06-30	$198
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-06-30	$4,123,758
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-06-30	$5,248,533
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-06-30	$96,529
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-06-30	$31,088
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-06-30	$31,088
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-06-30	$762
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-06-30	$158,335
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-06-30	$89,062
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-06-30	$-226,112
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-06-30	No
Was there a failure to transmit to the plan any participant contributions	2020-06-30	No
Has the plan failed to provide any benefit when due under the plan	2020-06-30	No
Contributions received in cash from employer	2020-06-30	$461,877
Employer contributions (assets) at end of year	2020-06-30	$8,617
Employer contributions (assets) at beginning of year	2020-06-30	$2,722
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-06-30	$1,694,572
Contract administrator fees	2020-06-30	$37,499
Did the plan have assets held for investment	2020-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2020-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2020-06-30	Disclaimer
Accountancy firm name	2020-06-30	ANASTASI MOORE MARTIN PLLC
Accountancy firm EIN	2020-06-30	208149084
2019 : CAREER PATH SERVICES 403(B) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-06-30	$59,355
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-06-30	$28,294
Total income from all sources (including contributions)	2019-06-30	$1,130,931
Total loss/gain on sale of assets	2019-06-30	$0
Total of all expenses incurred	2019-06-30	$511,143
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-06-30	$471,923
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-06-30	$808,553
Value of total assets at end of year	2019-06-30	$5,371,405
Value of total assets at beginning of year	2019-06-30	$4,720,556
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-06-30	$39,220
Total interest from all sources	2019-06-30	$412
Total dividends received (eg from common stock, registered investment company shares)	2019-06-30	$271,063
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-06-30	$271,063
Administrative expenses professional fees incurred	2019-06-30	$5,536
Was this plan covered by a fidelity bond	2019-06-30	Yes
Value of fidelity bond cover	2019-06-30	$469,227
If this is an individual account plan, was there a blackout period	2019-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2019-06-30	No
Contributions received from participants	2019-06-30	$185,340
Income. Received or receivable in cash from other sources (including rollovers)	2019-06-30	$30,886
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2019-06-30	$31,088
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-06-30	$28,294
Administrative expenses (other) incurred	2019-06-30	$0
Liabilities. Value of operating payables at end of year	2019-06-30	$28,267
Liabilities. Value of operating payables at beginning of year	2019-06-30	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-06-30	No
Value of net income/loss	2019-06-30	$619,788
Value of net assets at end of year (total assets less liabilities)	2019-06-30	$5,312,050
Value of net assets at beginning of year (total assets less liabilities)	2019-06-30	$4,692,262
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-06-30	No
Were any leases to which the plan was party in default or uncollectible	2019-06-30	No
Investment advisory and management fees	2019-06-30	$71
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-06-30	$5,248,533
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-06-30	$4,595,835
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-06-30	$31,088
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-06-30	$28,294
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-06-30	$28,294
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-06-30	$412
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-06-30	$89,062
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-06-30	$93,822
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-06-30	$50,903
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-06-30	No
Was there a failure to transmit to the plan any participant contributions	2019-06-30	No
Has the plan failed to provide any benefit when due under the plan	2019-06-30	No
Contributions received in cash from employer	2019-06-30	$592,327
Employer contributions (assets) at end of year	2019-06-30	$2,722
Employer contributions (assets) at beginning of year	2019-06-30	$2,605
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-06-30	$471,923
Contract administrator fees	2019-06-30	$33,613
Did the plan have assets held for investment	2019-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2019-06-30	Disclaimer
Accountancy firm name	2019-06-30	ANASTASI MOORE MARTIN PLLC
Accountancy firm EIN	2019-06-30	208149084
2018 : CAREER PATH SERVICES 403(B) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-06-30	$28,294
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-06-30	$2,244
Total income from all sources (including contributions)	2018-06-30	$1,047,801
Total loss/gain on sale of assets	2018-06-30	$0
Total of all expenses incurred	2018-06-30	$344,830
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-06-30	$313,715
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-06-30	$717,070
Value of total assets at end of year	2018-06-30	$4,720,556
Value of total assets at beginning of year	2018-06-30	$3,991,535
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-06-30	$31,115
Total interest from all sources	2018-06-30	$76
Total dividends received (eg from common stock, registered investment company shares)	2018-06-30	$257,940
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-06-30	$257,940
Administrative expenses professional fees incurred	2018-06-30	$900
Was this plan covered by a fidelity bond	2018-06-30	Yes
Value of fidelity bond cover	2018-06-30	$398,930
If this is an individual account plan, was there a blackout period	2018-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2018-06-30	No
Contributions received from participants	2018-06-30	$211,595
Income. Received or receivable in cash from other sources (including rollovers)	2018-06-30	$18,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2018-06-30	$28,294
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2018-06-30	$2,244
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-06-30	No
Value of net income/loss	2018-06-30	$702,971
Value of net assets at end of year (total assets less liabilities)	2018-06-30	$4,692,262
Value of net assets at beginning of year (total assets less liabilities)	2018-06-30	$3,989,291
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-06-30	No
Were any leases to which the plan was party in default or uncollectible	2018-06-30	No
Investment advisory and management fees	2018-06-30	$12
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-06-30	$4,595,835
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-06-30	$3,913,522
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-06-30	$28,294
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-06-30	$2,244
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-06-30	$2,244
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-06-30	$76
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-06-30	$93,822
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-06-30	$75,653
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-06-30	$72,715
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-06-30	No
Was there a failure to transmit to the plan any participant contributions	2018-06-30	No
Has the plan failed to provide any benefit when due under the plan	2018-06-30	No
Contributions received in cash from employer	2018-06-30	$487,475
Employer contributions (assets) at end of year	2018-06-30	$2,605
Employer contributions (assets) at beginning of year	2018-06-30	$116
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-06-30	$313,715
Contract administrator fees	2018-06-30	$30,203
Did the plan have assets held for investment	2018-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2018-06-30	Disclaimer
Accountancy firm name	2018-06-30	ANASTASI MOORE MARTIN PLLC
Accountancy firm EIN	2018-06-30	208149084
2017 : CAREER PATH SERVICES 403(B) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-06-30	$2,244
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-06-30	$1,848
Total income from all sources (including contributions)	2017-06-30	$1,190,488
Total loss/gain on sale of assets	2017-06-30	$0
Total of all expenses incurred	2017-06-30	$915,629
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-06-30	$887,847
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-06-30	$641,652
Value of total assets at end of year	2017-06-30	$3,991,535
Value of total assets at beginning of year	2017-06-30	$3,716,280
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-06-30	$27,782
Total interest from all sources	2017-06-30	$1,428
Total dividends received (eg from common stock, registered investment company shares)	2017-06-30	$177,165
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-06-30	$177,165
Administrative expenses professional fees incurred	2017-06-30	$841
Was this plan covered by a fidelity bond	2017-06-30	Yes
Value of fidelity bond cover	2017-06-30	$371,444
If this is an individual account plan, was there a blackout period	2017-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2017-06-30	No
Contributions received from participants	2017-06-30	$155,917
Income. Received or receivable in cash from other sources (including rollovers)	2017-06-30	$52,095
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2017-06-30	$2,681
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2017-06-30	$2,244
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2017-06-30	$1,848
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-06-30	No
Value of net income/loss	2017-06-30	$274,859
Value of net assets at end of year (total assets less liabilities)	2017-06-30	$3,989,291
Value of net assets at beginning of year (total assets less liabilities)	2017-06-30	$3,714,432
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-06-30	No
Were any leases to which the plan was party in default or uncollectible	2017-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-06-30	$3,913,522
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-06-30	$3,641,191
Interest earned on other investments	2017-06-30	$1,428
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-06-30	$2,244
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-06-30	$1,848
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-06-30	$1,848
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-06-30	$75,653
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-06-30	$69,031
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-06-30	$370,243
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-06-30	No
Was there a failure to transmit to the plan any participant contributions	2017-06-30	No
Has the plan failed to provide any benefit when due under the plan	2017-06-30	No
Contributions received in cash from employer	2017-06-30	$433,640
Employer contributions (assets) at end of year	2017-06-30	$116
Employer contributions (assets) at beginning of year	2017-06-30	$4,210
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-06-30	$885,166
Contract administrator fees	2017-06-30	$26,941
Did the plan have assets held for investment	2017-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2017-06-30	Disclaimer
Accountancy firm name	2017-06-30	ANASTASI MOORE MARTIN PLLC
Accountancy firm EIN	2017-06-30	208149084

Form 5500 Responses for CAREER PATH SERVICES 403(B) PLAN

2021: CAREER PATH SERVICES 403(B) PLAN 2021 form 5500 responses
2021-07-01	Type of plan entity	Single employer plan
2021-07-01	Submission has been amended	No
2021-07-01	This submission is the final filing	No
2021-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-07-01	Plan is a collectively bargained plan	No
2021-07-01	Plan funding arrangement – Insurance	Yes
2021-07-01	Plan funding arrangement – Trust	Yes
2021-07-01	Plan benefit arrangement – Insurance	Yes
2021-07-01	Plan benefit arrangement - Trust	Yes
2020: CAREER PATH SERVICES 403(B) PLAN 2020 form 5500 responses
2020-07-01	Type of plan entity	Single employer plan
2020-07-01	Submission has been amended	No
2020-07-01	This submission is the final filing	No
2020-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-07-01	Plan is a collectively bargained plan	No
2020-07-01	Plan funding arrangement – Insurance	Yes
2020-07-01	Plan funding arrangement – Trust	Yes
2020-07-01	Plan benefit arrangement – Insurance	Yes
2020-07-01	Plan benefit arrangement - Trust	Yes
2019: CAREER PATH SERVICES 403(B) PLAN 2019 form 5500 responses
2019-07-01	Type of plan entity	Single employer plan
2019-07-01	Submission has been amended	No
2019-07-01	This submission is the final filing	No
2019-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-07-01	Plan is a collectively bargained plan	No
2019-07-01	Plan funding arrangement – Insurance	Yes
2019-07-01	Plan funding arrangement – Trust	Yes
2019-07-01	Plan benefit arrangement – Insurance	Yes
2019-07-01	Plan benefit arrangement - Trust	Yes
2018: CAREER PATH SERVICES 403(B) PLAN 2018 form 5500 responses
2018-07-01	Type of plan entity	Single employer plan
2018-07-01	Submission has been amended	No
2018-07-01	This submission is the final filing	No
2018-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-07-01	Plan is a collectively bargained plan	No
2018-07-01	Plan funding arrangement – Insurance	Yes
2018-07-01	Plan funding arrangement – Trust	Yes
2018-07-01	Plan benefit arrangement – Insurance	Yes
2018-07-01	Plan benefit arrangement - Trust	Yes
2017: CAREER PATH SERVICES 403(B) PLAN 2017 form 5500 responses
2017-07-01	Type of plan entity	Single employer plan
2017-07-01	Submission has been amended	No
2017-07-01	This submission is the final filing	No
2017-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-07-01	Plan is a collectively bargained plan	No
2017-07-01	Plan funding arrangement – Insurance	Yes
2017-07-01	Plan funding arrangement – Trust	Yes
2017-07-01	Plan benefit arrangement – Insurance	Yes
2017-07-01	Plan benefit arrangement - Trust	Yes
2016: CAREER PATH SERVICES 403(B) PLAN 2016 form 5500 responses
2016-07-01	Type of plan entity	Single employer plan
2016-07-01	Submission has been amended	No
2016-07-01	This submission is the final filing	No
2016-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-07-01	Plan is a collectively bargained plan	No
2016-07-01	Plan funding arrangement – Insurance	Yes
2016-07-01	Plan funding arrangement – Trust	Yes
2016-07-01	Plan benefit arrangement – Insurance	Yes
2016-07-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

373592-01

Policy instance

Insurance contract or identification number	373592-01
Number of Individuals Covered	147
Insurance policy start date	2021-07-01
Insurance policy end date	2022-06-30
Total amount of commissions paid to insurance broker	USD $1,657
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 Broker	USD $1,657
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	ADVISORY SERVICES
Insurance broker organization code?	3

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

373592-01

Policy instance

Insurance contract or identification number	373592-01
Number of Individuals Covered	138
Insurance policy start date	2020-07-01
Insurance policy end date	2021-06-30
Total amount of commissions paid to insurance broker	USD $1,174
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 Broker	USD $1,174
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	ADVISORY SERVICES
Insurance broker organization code?	3

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

373592-01

Policy instance

Insurance contract or identification number	373592-01
Number of Individuals Covered	135
Insurance policy start date	2019-07-01
Insurance policy end date	2020-06-30
Total amount of commissions paid to insurance broker	USD $1,516
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 Broker	USD $1,516
Insurance broker organization code?	3

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

373592-01

Policy instance

Insurance contract or identification number	373592-01
Number of Individuals Covered	48
Insurance policy start date	2018-07-01
Insurance policy end date	2019-06-30
Total amount of commissions paid to insurance broker	USD $543
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 Broker	USD $543
Insurance broker organization code?	3

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

373592-01

Policy instance

Insurance contract or identification number	373592-01
Number of Individuals Covered	49
Insurance policy start date	2017-07-01
Insurance policy end date	2018-06-30
Total amount of commissions paid to insurance broker	USD $568
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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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Company Name:	CAREER PATH SERVICES
Employer identification number (EIN):	911032846
NAIC Classification:	561300