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403(B) THRIFT PLAN FOR GIRL SCOUTS OF OREGON AND SOUTHWEST WASHINGTON, INC. 401k Plan overview

Plan Name403(B) THRIFT PLAN FOR GIRL SCOUTS OF OREGON AND SOUTHWEST WASHINGTON, INC.
Plan identification number 003

403(B) THRIFT PLAN FOR GIRL SCOUTS OF OREGON AND SOUTHWEST WASHINGTON, INC. Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • 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

GIRL SCOUTS OF OREGON AND SOUTHWEST WASHINGTON, INC. has sponsored the creation of one or more 401k plans.

Company Name:GIRL SCOUTS OF OREGON AND SOUTHWEST WASHINGTON, INC.
Employer identification number (EIN):930399051
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Additional information about GIRL SCOUTS OF OREGON AND SOUTHWEST WASHINGTON, INC.

Jurisdiction of Incorporation: Oregon Secretary of State Corporations Division
Incorporation Date: 2026-03-06
Company Identification Number: 2901718
Legal Registered Office Address: 1011 COMMERCIAL ST NE

SALEM
United States of America (USA)
97301

More information about GIRL SCOUTS OF OREGON AND SOUTHWEST WASHINGTON, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 403(B) THRIFT PLAN FOR GIRL SCOUTS OF OREGON AND SOUTHWEST WASHINGTON, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-01-01HARMONY GEORGE2023-09-19
0032021-01-01HARMONY GEORGE2022-10-02
0032020-01-01HARMONY GEORGE2021-10-03
0032019-01-01HARMONY GEORGE2020-10-01
0032018-01-01HARMONY GEORGE2019-10-12
0032017-01-01
0032016-01-01HARMONY GEORGE2017-07-18
0032015-01-01HARMONY GEORGE2016-07-12
0032014-01-01TARRIE MOYER2015-06-18
0032013-01-01JANIS R. GWYTHER
0032012-01-01JANIS R GWYTHER
0032011-01-01JANIS GWYTHER2012-07-25
0032010-01-01HARMONY GEORGE2011-09-15 HARMONY GEORGE2011-09-15

Plan Statistics for 403(B) THRIFT PLAN FOR GIRL SCOUTS OF OREGON AND SOUTHWEST WASHINGTON, INC.

401k plan membership statisitcs for 403(B) THRIFT PLAN FOR GIRL SCOUTS OF OREGON AND SOUTHWEST WASHINGTON, INC.

Measure Date Value
2022: 403(B) THRIFT PLAN FOR GIRL SCOUTS OF OREGON AND SOUTHWEST WASHINGTON, INC. 2022 401k membership
Total participants, beginning-of-year2022-01-01130
Total number of active participants reported on line 7a of the Form 55002022-01-0176
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0152
Total of all active and inactive participants2022-01-01128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01128
Number of participants with account balances2022-01-01118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: 403(B) THRIFT PLAN FOR GIRL SCOUTS OF OREGON AND SOUTHWEST WASHINGTON, INC. 2021 401k membership
Total participants, beginning-of-year2021-01-01132
Total number of active participants reported on line 7a of the Form 55002021-01-0183
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0147
Total of all active and inactive participants2021-01-01130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01130
Number of participants with account balances2021-01-01121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: 403(B) THRIFT PLAN FOR GIRL SCOUTS OF OREGON AND SOUTHWEST WASHINGTON, INC. 2020 401k membership
Total participants, beginning-of-year2020-01-01143
Total number of active participants reported on line 7a of the Form 55002020-01-0186
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0145
Total of all active and inactive participants2020-01-01131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01132
Number of participants with account balances2020-01-01131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: 403(B) THRIFT PLAN FOR GIRL SCOUTS OF OREGON AND SOUTHWEST WASHINGTON, INC. 2019 401k membership
Total participants, beginning-of-year2019-01-01148
Total number of active participants reported on line 7a of the Form 55002019-01-01103
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0140
Total of all active and inactive participants2019-01-01143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01143
Number of participants with account balances2019-01-01115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: 403(B) THRIFT PLAN FOR GIRL SCOUTS OF OREGON AND SOUTHWEST WASHINGTON, INC. 2018 401k membership
Total participants, beginning-of-year2018-01-01132
Total number of active participants reported on line 7a of the Form 55002018-01-01109
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0139
Total of all active and inactive participants2018-01-01148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01148
Number of participants with account balances2018-01-01129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: 403(B) THRIFT PLAN FOR GIRL SCOUTS OF OREGON AND SOUTHWEST WASHINGTON, INC. 2017 401k membership
Total participants, beginning-of-year2017-01-01128
Total number of active participants reported on line 7a of the Form 55002017-01-0197
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0135
Total of all active and inactive participants2017-01-01132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01132
Number of participants with account balances2017-01-01118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2013: 403(B) THRIFT PLAN FOR GIRL SCOUTS OF OREGON AND SOUTHWEST WASHINGTON, INC. 2013 401k membership
Total participants, beginning-of-year2013-01-01137
Total number of active participants reported on line 7a of the Form 55002013-01-0172
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0121
Total of all active and inactive participants2013-01-0193
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0193
Number of participants with account balances2013-01-0193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: 403(B) THRIFT PLAN FOR GIRL SCOUTS OF OREGON AND SOUTHWEST WASHINGTON, INC. 2012 401k membership
Total participants, beginning-of-year2012-01-01133
Total number of active participants reported on line 7a of the Form 55002012-01-0179
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0157
Total of all active and inactive participants2012-01-01136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-01137
Number of participants with account balances2012-01-01137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010

Financial Data on 403(B) THRIFT PLAN FOR GIRL SCOUTS OF OREGON AND SOUTHWEST WASHINGTON, INC.

Measure Date Value
2022 : 403(B) THRIFT PLAN FOR GIRL SCOUTS OF OREGON AND SOUTHWEST WASHINGTON, INC. 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-125,060
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$538,574
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$499,689
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$522,235
Value of total assets at end of year2022-12-31$3,513,087
Value of total assets at beginning of year2022-12-31$4,176,721
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$38,885
Total interest from all sources2022-12-31$9,546
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$86,009
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$86,009
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$418,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$372,131
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$0
Total non interest bearing cash at end of year2022-12-31$20,237
Total non interest bearing cash at beginning of year2022-12-31$5
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-663,634
Value of net assets at end of year (total assets less liabilities)2022-12-31$3,513,087
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$4,176,721
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$3,093,328
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$3,730,004
Interest earned on other investments2022-12-31$9,546
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$399,522
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$446,712
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-742,850
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$150,104
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$499,689
Contract administrator fees2022-12-31$38,885
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31WORTHY & COMPANY, LLC
Accountancy firm EIN2022-12-31208092242
2021 : 403(B) THRIFT PLAN FOR GIRL SCOUTS OF OREGON AND SOUTHWEST WASHINGTON, INC. 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$926,160
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$373,156
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$332,235
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$477,829
Value of total assets at end of year2021-12-31$4,176,721
Value of total assets at beginning of year2021-12-31$3,623,717
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$40,921
Total interest from all sources2021-12-31$9,208
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$363,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$332,047
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$383
Total non interest bearing cash at end of year2021-12-31$5
Total non interest bearing cash at beginning of year2021-12-31$16,541
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$553,004
Value of net assets at end of year (total assets less liabilities)2021-12-31$4,176,721
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$3,623,717
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$3,730,004
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$3,215,072
Interest on participant loans2021-12-31$2
Interest earned on other investments2021-12-31$9,206
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$446,712
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$391,721
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$439,123
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$145,782
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$332,235
Contract administrator fees2021-12-31$40,921
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31WORTHY & COMPANY, LLC
Accountancy firm EIN2021-12-31208092242
2020 : 403(B) THRIFT PLAN FOR GIRL SCOUTS OF OREGON AND SOUTHWEST WASHINGTON, INC. 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$944,518
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$104,828
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$69,841
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$446,575
Value of total assets at end of year2020-12-31$3,623,717
Value of total assets at beginning of year2020-12-31$2,784,027
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$34,987
Total interest from all sources2020-12-31$7,703
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$280,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$283,633
Participant contributions at end of year2020-12-31$383
Participant contributions at beginning of year2020-12-31$2,851
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$7,272
Total non interest bearing cash at end of year2020-12-31$16,541
Total non interest bearing cash at beginning of year2020-12-31$3,383
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$839,690
Value of net assets at end of year (total assets less liabilities)2020-12-31$3,623,717
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$2,784,027
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$3,215,072
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$2,494,554
Interest on participant loans2020-12-31$83
Interest earned on other investments2020-12-31$7,620
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$391,721
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$283,239
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$490,240
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$155,670
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$69,841
Contract administrator fees2020-12-31$34,987
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31WORTHY & COMPANY, LLC
Accountancy firm EIN2020-12-31208092242
2019 : 403(B) THRIFT PLAN FOR GIRL SCOUTS OF OREGON AND SOUTHWEST WASHINGTON, INC. 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$921,661
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$427,056
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$395,030
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$445,891
Value of total assets at end of year2019-12-31$2,784,027
Value of total assets at beginning of year2019-12-31$2,289,422
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$32,026
Total interest from all sources2019-12-31$6,489
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$250,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$250,605
Participant contributions at end of year2019-12-31$2,851
Participant contributions at beginning of year2019-12-31$7,065
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$64,095
Total non interest bearing cash at end of year2019-12-31$3,383
Total non interest bearing cash at beginning of year2019-12-31$5
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$494,605
Value of net assets at end of year (total assets less liabilities)2019-12-31$2,784,027
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$2,289,422
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$2,494,554
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$2,091,854
Interest on participant loans2019-12-31$365
Interest earned on other investments2019-12-31$6,124
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$283,239
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$190,498
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$469,281
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$131,191
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$395,030
Contract administrator fees2019-12-31$32,026
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31WORTHY & COMPANY, LLC
Accountancy firm EIN2019-12-31208092242
2018 : 403(B) THRIFT PLAN FOR GIRL SCOUTS OF OREGON AND SOUTHWEST WASHINGTON, INC. 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$261,981
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$97,637
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$69,378
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$358,359
Value of total assets at end of year2018-12-31$2,289,422
Value of total assets at beginning of year2018-12-31$2,125,078
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$28,259
Total interest from all sources2018-12-31$4,799
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$250,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$218,855
Participant contributions at end of year2018-12-31$7,065
Participant contributions at beginning of year2018-12-31$5,027
Total non interest bearing cash at end of year2018-12-31$5
Total non interest bearing cash at beginning of year2018-12-31$3
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$164,344
Value of net assets at end of year (total assets less liabilities)2018-12-31$2,289,422
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$2,125,078
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$2,091,854
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$1,958,605
Interest on participant loans2018-12-31$220
Interest earned on other investments2018-12-31$4,579
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$190,498
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$161,443
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-101,177
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$139,504
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$69,378
Contract administrator fees2018-12-31$28,259
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31WORTHY & COMPANY, LLC
Accountancy firm EIN2018-12-31208092242
2017 : 403(B) THRIFT PLAN FOR GIRL SCOUTS OF OREGON AND SOUTHWEST WASHINGTON, INC. 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$568,359
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$155,456
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$133,238
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$315,233
Value of total assets at end of year2017-12-31$2,125,078
Value of total assets at beginning of year2017-12-31$1,712,175
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$22,218
Total interest from all sources2017-12-31$3,307
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$250,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$182,604
Participant contributions at end of year2017-12-31$5,027
Participant contributions at beginning of year2017-12-31$2,281
Total non interest bearing cash at end of year2017-12-31$3
Total non interest bearing cash at beginning of year2017-12-31$2
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$412,903
Value of net assets at end of year (total assets less liabilities)2017-12-31$2,125,078
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$1,712,175
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$1,958,605
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$1,591,355
Interest on participant loans2017-12-31$158
Interest earned on other investments2017-12-31$3,149
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$161,443
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$118,537
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$249,819
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$132,629
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$133,238
Contract administrator fees2017-12-31$22,218
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31WORTHY & COMPANY, LLC
Accountancy firm EIN2017-12-31208092242
2013 : 403(B) THRIFT PLAN FOR GIRL SCOUTS OF OREGON AND SOUTHWEST WASHINGTON, INC. 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets from this plan2013-12-31$624,292
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$549,143
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$293,039
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$293,039
Expenses. Certain deemed distributions of participant loans2013-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$230,500
Value of total assets at end of year2013-12-31$1,521,472
Value of total assets at beginning of year2013-12-31$1,889,660
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$0
Total interest from all sources2013-12-31$7,231
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$250,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$128,764
Participant contributions at end of year2013-12-31$2,851
Participant contributions at beginning of year2013-12-31$1,756
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$15,472
Other income not declared elsewhere2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$256,104
Value of net assets at end of year (total assets less liabilities)2013-12-31$1,521,472
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,889,660
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$1,123,601
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$1,493,688
Interest on participant loans2013-12-31$156
Interest earned on other investments2013-12-31$7,075
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$395,020
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$394,216
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$0
Net investment gain/loss from pooled separate accounts2013-12-31$311,412
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$86,264
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$293,039
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31WORTHY & COMPANY, LLC
Accountancy firm EIN2013-12-31208092242
2012 : 403(B) THRIFT PLAN FOR GIRL SCOUTS OF OREGON AND SOUTHWEST WASHINGTON, INC. 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$426,415
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$92,602
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$92,602
Expenses. Certain deemed distributions of participant loans2012-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$258,034
Value of total assets at end of year2012-12-31$1,889,660
Value of total assets at beginning of year2012-12-31$1,555,847
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$0
Total interest from all sources2012-12-31$7,354
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$250,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$158,036
Participant contributions at end of year2012-12-31$1,756
Participant contributions at beginning of year2012-12-31$9,351
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$708
Other income not declared elsewhere2012-12-31$0
Administrative expenses (other) incurred2012-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$333,813
Value of net assets at end of year (total assets less liabilities)2012-12-31$1,889,660
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$1,555,847
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$1,493,688
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$1,230,030
Interest on participant loans2012-12-31$0
Interest earned on other investments2012-12-31$7,354
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$394,216
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$316,466
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$0
Net investment gain/loss from pooled separate accounts2012-12-31$161,027
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$99,290
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$92,602
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31WORTHY & COMPANY, LLC
Accountancy firm EIN2012-12-31208092242

Form 5500 Responses for 403(B) THRIFT PLAN FOR GIRL SCOUTS OF OREGON AND SOUTHWEST WASHINGTON, INC.

2022: 403(B) THRIFT PLAN FOR GIRL SCOUTS OF OREGON AND SOUTHWEST WASHINGTON, INC. 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: 403(B) THRIFT PLAN FOR GIRL SCOUTS OF OREGON AND SOUTHWEST WASHINGTON, INC. 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: 403(B) THRIFT PLAN FOR GIRL SCOUTS OF OREGON AND SOUTHWEST WASHINGTON, INC. 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: 403(B) THRIFT PLAN FOR GIRL SCOUTS OF OREGON AND SOUTHWEST WASHINGTON, INC. 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: 403(B) THRIFT PLAN FOR GIRL SCOUTS OF OREGON AND SOUTHWEST WASHINGTON, INC. 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: 403(B) THRIFT PLAN FOR GIRL SCOUTS OF OREGON AND SOUTHWEST WASHINGTON, INC. 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2013: 403(B) THRIFT PLAN FOR GIRL SCOUTS OF OREGON AND SOUTHWEST WASHINGTON, INC. 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: 403(B) THRIFT PLAN FOR GIRL SCOUTS OF OREGON AND SOUTHWEST WASHINGTON, INC. 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number810062
Policy instance 1
Insurance contract or identification number810062
Number of Individuals Covered128
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
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
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number810062
Policy instance 1
Insurance contract or identification number810062
Number of Individuals Covered130
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $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 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
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number810062
Policy instance 1
Insurance contract or identification number810062
Number of Individuals Covered132
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $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 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
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number810062
Policy instance 1
Insurance contract or identification number810062
Number of Individuals Covered143
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $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 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
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number810062
Policy instance 1
Insurance contract or identification number810062
Number of Individuals Covered148
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?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
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number810062
Policy instance 1
Insurance contract or identification number810062
Number of Individuals Covered132
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $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 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
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number069669I
Policy instance 1
Insurance contract or identification number069669I
Number of Individuals Covered102
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $200
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees200
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker nameSEATTLE REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number069669I
Policy instance 1
Insurance contract or identification number069669I
Number of Individuals Covered137
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $280
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees78
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker nameADAM REUGH

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