?>
Logo

NATIVE AMERICAN YOUTH AND FAMILY CENTER 401(K) PLAN 401k Plan overview

Plan NameNATIVE AMERICAN YOUTH AND FAMILY CENTER 401(K) PLAN
Plan identification number 001

NATIVE AMERICAN YOUTH AND FAMILY CENTER 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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

NATIVE AMERICAN YOUTH AND FAMILY CENTER has sponsored the creation of one or more 401k plans.

Company Name:NATIVE AMERICAN YOUTH AND FAMILY CENTER
Employer identification number (EIN):931141536
NAIC Classification:624100
NAIC Description: Individual and Family Services

Additional information about NATIVE AMERICAN YOUTH AND FAMILY CENTER

Jurisdiction of Incorporation: Oregon Secretary of State Corporations Division
Incorporation Date: 1994-03-02
Company Identification Number: 38826285
Legal Registered Office Address: 5135 NE COLUMBIA BLVD

PORTLAND
United States of America (USA)
97218

More information about NATIVE AMERICAN YOUTH AND FAMILY CENTER

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NATIVE AMERICAN YOUTH AND FAMILY CENTER 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01KAY PEDERY2023-10-01
0012021-01-01BABTIST PAUL LUMLEY2022-10-12
0012020-07-01BABTIST PAUL LUMLEY2021-10-13
0012020-07-01BABTIST PAUL LUMLEY2022-10-12
0012019-07-01BABTIST PAUL LUMLEY2021-04-13
0012018-07-01BABTIST PAUL LUMLEY2020-04-05
0012017-07-01BABTIST PAUL LUMLEY2019-04-10 BABTIST PAUL LUMLEY2019-04-10
0012017-07-01BABTIST PAUL LUMLEY2019-04-10 BABTIST PAUL LUMLEY2019-04-10
0012016-07-01
0012015-07-01REY ESPANA2017-01-05
0012014-07-01MATTHEW MORTON2015-10-26
0012013-07-01JAMES SMITH2014-12-10
0012012-07-01LYNN WARD2013-09-17
0012011-07-01LYNN WARD2012-08-28
0012010-07-01LYNN WARD2011-12-19

Plan Statistics for NATIVE AMERICAN YOUTH AND FAMILY CENTER 401(K) PLAN

401k plan membership statisitcs for NATIVE AMERICAN YOUTH AND FAMILY CENTER 401(K) PLAN

Measure Date Value
2022: NATIVE AMERICAN YOUTH AND FAMILY CENTER 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01157
Total number of active participants reported on line 7a of the Form 55002022-01-01125
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0139
Total of all active and inactive participants2022-01-01164
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01164
Number of participants with account balances2022-01-0196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-013
2021: NATIVE AMERICAN YOUTH AND FAMILY CENTER 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01153
Total number of active participants reported on line 7a of the Form 55002021-01-01122
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0135
Total of all active and inactive participants2021-01-01157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01157
Number of participants with account balances2021-01-0193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-011
2020: NATIVE AMERICAN YOUTH AND FAMILY CENTER 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-07-01144
Total number of active participants reported on line 7a of the Form 55002020-07-01121
Number of retired or separated participants receiving benefits2020-07-010
Number of other retired or separated participants entitled to future benefits2020-07-0132
Total of all active and inactive participants2020-07-01153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-010
Total participants2020-07-01153
Number of participants with account balances2020-07-0186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-011
2019: NATIVE AMERICAN YOUTH AND FAMILY CENTER 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-07-01147
Total number of active participants reported on line 7a of the Form 55002019-07-01107
Number of retired or separated participants receiving benefits2019-07-010
Number of other retired or separated participants entitled to future benefits2019-07-0137
Total of all active and inactive participants2019-07-01144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-010
Total participants2019-07-01144
Number of participants with account balances2019-07-0189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-014
2018: NATIVE AMERICAN YOUTH AND FAMILY CENTER 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-01154
Total number of active participants reported on line 7a of the Form 55002018-07-01111
Number of retired or separated participants receiving benefits2018-07-010
Number of other retired or separated participants entitled to future benefits2018-07-0136
Total of all active and inactive participants2018-07-01147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-010
Total participants2018-07-01147
Number of participants with account balances2018-07-0184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-018
2017: NATIVE AMERICAN YOUTH AND FAMILY CENTER 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-01173
Total number of active participants reported on line 7a of the Form 55002017-07-01125
Number of retired or separated participants receiving benefits2017-07-010
Number of other retired or separated participants entitled to future benefits2017-07-0129
Total of all active and inactive participants2017-07-01154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-010
Total participants2017-07-01154
Number of participants with account balances2017-07-0179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-019
2016: NATIVE AMERICAN YOUTH AND FAMILY CENTER 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-01137
Total number of active participants reported on line 7a of the Form 55002016-07-01147
Number of retired or separated participants receiving benefits2016-07-010
Number of other retired or separated participants entitled to future benefits2016-07-0126
Total of all active and inactive participants2016-07-01173
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-010
Total participants2016-07-01173
Number of participants with account balances2016-07-0177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-018

Financial Data on NATIVE AMERICAN YOUTH AND FAMILY CENTER 401(K) PLAN

Measure Date Value
2022 : NATIVE AMERICAN YOUTH AND FAMILY CENTER 401(K) PLAN 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$0
Total income from all sources (including contributions)2022-12-31$-78,721
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$230,411
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$191,187
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$472,332
Value of total assets at end of year2022-12-31$2,893,730
Value of total assets at beginning of year2022-12-31$3,202,862
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$39,224
Total interest from all sources2022-12-31$486
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$86,242
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$86,242
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$263,124
Participant contributions at end of year2022-12-31$9,299
Participant contributions at beginning of year2022-12-31$6,000
Participant contributions at end of year2022-12-31$11,796
Participant contributions at beginning of year2022-12-31$10,268
Total non interest bearing cash at end of year2022-12-31$13,502
Total non interest bearing cash at beginning of year2022-12-31$4
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-309,132
Value of net assets at end of year (total assets less liabilities)2022-12-31$2,893,730
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$3,202,862
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$2,819,491
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$3,175,113
Interest on participant loans2022-12-31$276
Interest earned on other investments2022-12-31$210
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$28,432
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$962
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-637,781
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 contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$209,208
Employer contributions (assets) at end of year2022-12-31$11,210
Employer contributions (assets) at beginning of year2022-12-31$10,515
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$191,187
Contract administrator fees2022-12-31$39,224
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 name2022-12-31MCDONALD JACOBS
Accountancy firm EIN2022-12-31930900579
2021 : NATIVE AMERICAN YOUTH AND FAMILY CENTER 401(K) PLAN 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$740,061
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$90,478
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$51,763
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$362,229
Value of total assets at end of year2021-12-31$3,202,862
Value of total assets at beginning of year2021-12-31$2,553,279
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$38,715
Total interest from all sources2021-12-31$2,177
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$93,413
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$93,413
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
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$198,105
Participant contributions at end of year2021-12-31$6,000
Participant contributions at beginning of year2021-12-31$1
Participant contributions at end of year2021-12-31$10,268
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$5,286
Total non interest bearing cash at end of year2021-12-31$4
Total non interest bearing cash at beginning of year2021-12-31$2
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$649,583
Value of net assets at end of year (total assets less liabilities)2021-12-31$3,202,862
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$2,553,279
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$3,175,113
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$2,551,781
Interest on participant loans2021-12-31$-1
Interest earned on other investments2021-12-31$2,178
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$962
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$1,495
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$282,242
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 contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$158,838
Employer contributions (assets) at end of year2021-12-31$10,515
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$51,763
Contract administrator fees2021-12-31$38,715
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 name2021-12-31MCDONALD JACOBS
Accountancy firm EIN2021-12-31930900579
2020 : NATIVE AMERICAN YOUTH AND FAMILY CENTER 401(K) PLAN 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$546,923
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$120,826
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$103,241
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$142,794
Value of total assets at end of year2020-12-31$2,553,279
Value of total assets at beginning of year2020-12-31$2,127,182
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$17,585
Total interest from all sources2020-12-31$20
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$48,762
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$48,762
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
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$82,956
Participant contributions at end of year2020-12-31$1
Participant contributions at beginning of year2020-12-31$674
Total non interest bearing cash at end of year2020-12-31$2
Total non interest bearing cash at beginning of year2020-12-31$7
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$426,097
Value of net assets at end of year (total assets less liabilities)2020-12-31$2,553,279
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$2,127,182
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$2,551,781
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$2,124,926
Interest on participant loans2020-12-31$5
Interest earned on other investments2020-12-31$15
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$1,495
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$1,575
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$355,347
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 contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$59,838
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$103,241
Contract administrator fees2020-12-31$17,585
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 name2020-12-31MCDONALD JACOBS
Accountancy firm EIN2020-12-31930900579
Total unrealized appreciation/depreciation of assets2020-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total income from all sources (including contributions)2020-06-30$307,813
Total loss/gain on sale of assets2020-06-30$0
Total of all expenses incurred2020-06-30$101,932
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$68,587
Value of total corrective distributions2020-06-30$1,224
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$263,504
Value of total assets at end of year2020-06-30$2,127,182
Value of total assets at beginning of year2020-06-30$1,921,301
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$32,121
Total interest from all sources2020-06-30$191
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$67,461
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2020-06-30$67,461
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$500,000
If this is an individual account plan, was there a blackout period2020-06-30No
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Contributions received from participants2020-06-30$158,310
Participant contributions at end of year2020-06-30$674
Participant contributions at beginning of year2020-06-30$3,604
Participant contributions at beginning of year2020-06-30$6,565
Total non interest bearing cash at end of year2020-06-30$7
Total non interest bearing cash at beginning of year2020-06-30$2
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$205,881
Value of net assets at end of year (total assets less liabilities)2020-06-30$2,127,182
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$1,921,301
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-06-30$2,124,926
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$1,901,852
Interest on participant loans2020-06-30$119
Interest earned on other investments2020-06-30$72
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-06-30$1,575
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-06-30$3,206
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-06-30$-23,343
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30No
Was there a failure to transmit to the plan any participant contributions2020-06-30Yes
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Contributions received in cash from employer2020-06-30$105,194
Employer contributions (assets) at beginning of year2020-06-30$6,072
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$68,587
Contract administrator fees2020-06-30$32,121
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30Yes
Opinion of an independent qualified public accountant for this plan2020-06-30Disclaimer
Accountancy firm name2020-06-30MCDONALD JACOBS, P.C.
Accountancy firm EIN2020-06-30930900579
2019 : NATIVE AMERICAN YOUTH AND FAMILY CENTER 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total income from all sources (including contributions)2019-06-30$352,466
Total loss/gain on sale of assets2019-06-30$0
Total of all expenses incurred2019-06-30$128,102
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$99,341
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$250,048
Value of total assets at end of year2019-06-30$1,921,301
Value of total assets at beginning of year2019-06-30$1,696,937
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$28,761
Total interest from all sources2019-06-30$751
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$64,000
If this is an individual account plan, was there a blackout period2019-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-06-30$0
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Contributions received from participants2019-06-30$143,825
Participant contributions at end of year2019-06-30$3,604
Participant contributions at beginning of year2019-06-30$2,922
Participant contributions at end of year2019-06-30$6,565
Income. Received or receivable in cash from other sources (including rollovers)2019-06-30$4,456
Total non interest bearing cash at end of year2019-06-30$2
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$224,364
Value of net assets at end of year (total assets less liabilities)2019-06-30$1,921,301
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$1,696,937
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-06-30$1,901,852
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$1,654,989
Interest on participant loans2019-06-30$178
Interest earned on other investments2019-06-30$573
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-06-30$3,206
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-06-30$36,967
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-06-30$101,667
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30No
Was there a failure to transmit to the plan any participant contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Contributions received in cash from employer2019-06-30$101,767
Employer contributions (assets) at end of year2019-06-30$6,072
Employer contributions (assets) at beginning of year2019-06-30$2,059
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$99,341
Contract administrator fees2019-06-30$28,761
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30Yes
Opinion of an independent qualified public accountant for this plan2019-06-30Disclaimer
Accountancy firm name2019-06-30GARY MCGEE & CO. LLP
Accountancy firm EIN2019-06-30274363029
2018 : NATIVE AMERICAN YOUTH AND FAMILY CENTER 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total income from all sources (including contributions)2018-06-30$372,397
Total loss/gain on sale of assets2018-06-30$0
Total of all expenses incurred2018-06-30$231,262
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$203,680
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$232,789
Value of total assets at end of year2018-06-30$1,696,937
Value of total assets at beginning of year2018-06-30$1,555,802
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$27,582
Total interest from all sources2018-06-30$944
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$64,000
If this is an individual account plan, was there a blackout period2018-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-06-30$0
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Contributions received from participants2018-06-30$123,966
Participant contributions at end of year2018-06-30$2,922
Participant contributions at beginning of year2018-06-30$3,233
Income. Received or receivable in cash from other sources (including rollovers)2018-06-30$7,219
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$141,135
Value of net assets at end of year (total assets less liabilities)2018-06-30$1,696,937
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$1,555,802
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-06-30$1,654,989
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$1,518,976
Interest on participant loans2018-06-30$144
Interest earned on other investments2018-06-30$800
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-06-30$36,967
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-06-30$33,593
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-06-30$138,664
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30No
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Contributions received in cash from employer2018-06-30$101,604
Employer contributions (assets) at end of year2018-06-30$2,059
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$203,680
Contract administrator fees2018-06-30$27,582
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30Yes
Opinion of an independent qualified public accountant for this plan2018-06-30Disclaimer
Accountancy firm name2018-06-30GARY MCGEE & CO. LLP
Accountancy firm EIN2018-06-30274363029
2017 : NATIVE AMERICAN YOUTH AND FAMILY CENTER 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$2,535
Total income from all sources (including contributions)2017-06-30$638,063
Total loss/gain on sale of assets2017-06-30$0
Total of all expenses incurred2017-06-30$229,307
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$202,084
Value of total corrective distributions2017-06-30$6,749
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$473,022
Value of total assets at end of year2017-06-30$1,555,802
Value of total assets at beginning of year2017-06-30$1,149,581
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$20,474
Total interest from all sources2017-06-30$770
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$64,000
If this is an individual account plan, was there a blackout period2017-06-30No
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Contributions received from participants2017-06-30$94,678
Participant contributions at end of year2017-06-30$3,233
Participant contributions at beginning of year2017-06-30$10,847
Income. Received or receivable in cash from other sources (including rollovers)2017-06-30$299,334
Total non interest bearing cash at beginning of year2017-06-30$2,535
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$408,756
Value of net assets at end of year (total assets less liabilities)2017-06-30$1,555,802
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$1,147,046
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-06-30$1,518,976
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$1,085,624
Interest on participant loans2017-06-30$403
Interest earned on other investments2017-06-30$367
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-06-30$33,593
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-06-30$50,575
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-06-30$164,271
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30No
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$79,010
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$202,084
Contract administrator fees2017-06-30$20,474
Liabilities. Value of benefit claims payable at beginning of year2017-06-30$2,535
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30Yes
Opinion of an independent qualified public accountant for this plan2017-06-30Disclaimer
Accountancy firm name2017-06-30GARY MCGEE & CO.
Accountancy firm EIN2017-06-30274366302

Form 5500 Responses for NATIVE AMERICAN YOUTH AND FAMILY CENTER 401(K) PLAN

2022: NATIVE AMERICAN YOUTH AND FAMILY CENTER 401(K) PLAN 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: NATIVE AMERICAN YOUTH AND FAMILY CENTER 401(K) PLAN 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: NATIVE AMERICAN YOUTH AND FAMILY CENTER 401(K) PLAN 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Submission has been amendedNo
2020-07-01This submission is the final filingNo
2020-07-01This return/report is a short plan year return/report (less than 12 months)Yes
2020-07-01Plan is a collectively bargained planNo
2020-07-01Plan funding arrangement – InsuranceYes
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement – InsuranceYes
2020-07-01Plan benefit arrangement - TrustYes
2019: NATIVE AMERICAN YOUTH AND FAMILY CENTER 401(K) PLAN 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Submission has been amendedNo
2019-07-01This submission is the final filingNo
2019-07-01This return/report is a short plan year return/report (less than 12 months)No
2019-07-01Plan is a collectively bargained planNo
2019-07-01Plan funding arrangement – InsuranceYes
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement – InsuranceYes
2019-07-01Plan benefit arrangement - TrustYes
2018: NATIVE AMERICAN YOUTH AND FAMILY CENTER 401(K) PLAN 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Submission has been amendedNo
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planNo
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement – InsuranceYes
2018-07-01Plan benefit arrangement - TrustYes
2017: NATIVE AMERICAN YOUTH AND FAMILY CENTER 401(K) PLAN 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Submission has been amendedNo
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planNo
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement – InsuranceYes
2017-07-01Plan benefit arrangement - TrustYes
2016: NATIVE AMERICAN YOUTH AND FAMILY CENTER 401(K) PLAN 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement – InsuranceYes
2016-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number809131
Policy instance 1
Insurance contract or identification number809131
Number of Individuals Covered164
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
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 number809131
Policy instance 1
Insurance contract or identification number809131
Number of Individuals Covered157
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
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 number809131
Policy instance 1
Insurance contract or identification number809131
Number of Individuals Covered153
Insurance policy start date2020-07-01
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 number809131
Policy instance 1
Insurance contract or identification number809131
Number of Individuals Covered144
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
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 number809131
Policy instance 1
Insurance contract or identification number809131
Number of Individuals Covered147
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
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 number809131
Policy instance 1
Insurance contract or identification number809131
Number of Individuals Covered154
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
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

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3