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CALIFORNIA NURSES ASSOCIATION 401K RETIREMENT PLAN 401k Plan overview

Plan NameCALIFORNIA NURSES ASSOCIATION 401K RETIREMENT PLAN
Plan identification number 001

CALIFORNIA NURSES ASSOCIATION 401K RETIREMENT 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

CALIFORNIA NURSES ASSOCIATION has sponsored the creation of one or more 401k plans.

Company Name:CALIFORNIA NURSES ASSOCIATION
Employer identification number (EIN):940362060
NAIC Classification:813930
NAIC Description:Labor Unions and Similar Labor Organizations

Additional information about CALIFORNIA NURSES ASSOCIATION

Jurisdiction of Incorporation: California Department of State
Incorporation Date:
Company Identification Number: C0051780

More information about CALIFORNIA NURSES ASSOCIATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CALIFORNIA NURSES ASSOCIATION 401K RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01WENDY LARKIN2022-09-05 WENDY LARKIN2022-09-05
0012020-01-01WENDY LARKIN2021-10-13 WENDY LARKIN2021-10-13
0012019-01-01WENDY LARKIN2020-10-07 WENDY LARKIN2020-10-07
0012018-01-01WENDY LARKIN2019-10-14 WENDY LARKIN2019-10-14
0012017-01-01
0012016-01-01
0012015-01-01MARZIO - PRACTITIONER NON-FIDUCIARY
0012014-01-01MARZIO - PRACTITIONER NON-FIDUCIARY
0012013-01-01MARZIO - PRACTITIONER NON-FIDUCIARY
0012012-01-01WENDY LARKIN
0012011-01-01WENDY LARKIN
0012009-01-01CHAD RAHMANI

Plan Statistics for CALIFORNIA NURSES ASSOCIATION 401K RETIREMENT PLAN

401k plan membership statisitcs for CALIFORNIA NURSES ASSOCIATION 401K RETIREMENT PLAN

Measure Date Value
2022: CALIFORNIA NURSES ASSOCIATION 401K RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01393
Total number of active participants reported on line 7a of the Form 55002022-01-01206
Number of retired or separated participants receiving benefits2022-01-014
Number of other retired or separated participants entitled to future benefits2022-01-0119
Total of all active and inactive participants2022-01-01229
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01229
Number of participants with account balances2022-01-01225
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: CALIFORNIA NURSES ASSOCIATION 401K RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01377
Total number of active participants reported on line 7a of the Form 55002021-01-01336
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0157
Total of all active and inactive participants2021-01-01393
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01393
Number of participants with account balances2021-01-01213
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: CALIFORNIA NURSES ASSOCIATION 401K RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01383
Total number of active participants reported on line 7a of the Form 55002020-01-01322
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0156
Total of all active and inactive participants2020-01-01378
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01378
Number of participants with account balances2020-01-01189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: CALIFORNIA NURSES ASSOCIATION 401K RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01345
Total number of active participants reported on line 7a of the Form 55002019-01-01312
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0164
Total of all active and inactive participants2019-01-01376
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01376
Number of participants with account balances2019-01-01192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: CALIFORNIA NURSES ASSOCIATION 401K RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01311
Total number of active participants reported on line 7a of the Form 55002018-01-01285
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0155
Total of all active and inactive participants2018-01-01340
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01340
Number of participants with account balances2018-01-01177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: CALIFORNIA NURSES ASSOCIATION 401K RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01300
Total number of active participants reported on line 7a of the Form 55002017-01-01269
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0148
Total of all active and inactive participants2017-01-01317
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01317
Number of participants with account balances2017-01-01160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: CALIFORNIA NURSES ASSOCIATION 401K RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01284
Total number of active participants reported on line 7a of the Form 55002016-01-01257
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0140
Total of all active and inactive participants2016-01-01297
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01297
Number of participants with account balances2016-01-01146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: CALIFORNIA NURSES ASSOCIATION 401K RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01289
Total number of active participants reported on line 7a of the Form 55002015-01-01244
Number of retired or separated participants receiving benefits2015-01-011
Number of other retired or separated participants entitled to future benefits2015-01-0139
Total of all active and inactive participants2015-01-01284
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01284
Number of participants with account balances2015-01-01138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: CALIFORNIA NURSES ASSOCIATION 401K RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01273
Total number of active participants reported on line 7a of the Form 55002014-01-01242
Number of retired or separated participants receiving benefits2014-01-011
Number of other retired or separated participants entitled to future benefits2014-01-0146
Total of all active and inactive participants2014-01-01289
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01289
Number of participants with account balances2014-01-01140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: CALIFORNIA NURSES ASSOCIATION 401K RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01279
Total number of active participants reported on line 7a of the Form 55002013-01-01233
Number of retired or separated participants receiving benefits2013-01-011
Number of other retired or separated participants entitled to future benefits2013-01-0138
Total of all active and inactive participants2013-01-01272
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-01273
Number of participants with account balances2013-01-01140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: CALIFORNIA NURSES ASSOCIATION 401K RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01277
Total number of active participants reported on line 7a of the Form 55002012-01-01247
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0131
Total of all active and inactive participants2012-01-01278
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-01279
Number of participants with account balances2012-01-01139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: CALIFORNIA NURSES ASSOCIATION 401K RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01300
Total number of active participants reported on line 7a of the Form 55002011-01-01238
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0138
Total of all active and inactive participants2011-01-01276
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-01277
Number of participants with account balances2011-01-01137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: CALIFORNIA NURSES ASSOCIATION 401K RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01199
Total number of active participants reported on line 7a of the Form 55002009-01-01168
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0135
Total of all active and inactive participants2009-01-01203
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-01204
Number of participants with account balances2009-01-01123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on CALIFORNIA NURSES ASSOCIATION 401K RETIREMENT PLAN

Measure Date Value
2022 : CALIFORNIA NURSES ASSOCIATION 401K RETIREMENT 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$0
Total income from all sources (including contributions)2022-12-31$-2,059,877
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,445,750
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,440,600
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,972,506
Value of total assets at end of year2022-12-31$19,806,738
Value of total assets at beginning of year2022-12-31$23,312,365
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$5,150
Total interest from all sources2022-12-31$31,715
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$572,241
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$572,241
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,895,824
Participant contributions at end of year2022-12-31$350,703
Participant contributions at beginning of year2022-12-31$394,773
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$76,682
Other income not declared elsewhere2022-12-31$2,675
Administrative expenses (other) incurred2022-12-31$5,150
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-3,505,627
Value of net assets at end of year (total assets less liabilities)2022-12-31$19,806,738
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$23,312,365
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$18,057,383
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$21,533,662
Interest on participant loans2022-12-31$18,284
Interest earned on other investments2022-12-31$13,431
Value of interest in common/collective trusts at end of year2022-12-31$0
Value of interest in common/collective trusts at beginning of year2022-12-31$1,383,930
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$1,398,652
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-4,639,014
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,440,600
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 name2022-12-31APRIO LLP
Accountancy firm EIN2022-12-31571157523
2021 : CALIFORNIA NURSES ASSOCIATION 401K RETIREMENT PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$4,959,480
Total of all expenses incurred2021-12-31$307,783
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$304,058
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,083,789
Value of total assets at end of year2021-12-31$23,312,365
Value of total assets at beginning of year2021-12-31$18,660,668
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$3,725
Total interest from all sources2021-12-31$15,806
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$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$1,662,260
Participant contributions at end of year2021-12-31$394,773
Participant contributions at beginning of year2021-12-31$365,305
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$421,529
Other income not declared elsewhere2021-12-31$2,093
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$4,651,697
Value of net assets at end of year (total assets less liabilities)2021-12-31$23,312,365
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$18,660,668
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
Investment advisory and management fees2021-12-31$3,725
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$21,533,662
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$16,968,181
Interest on participant loans2021-12-31$15,806
Value of interest in common/collective trusts at end of year2021-12-31$1,383,930
Value of interest in common/collective trusts at beginning of year2021-12-31$1,327,182
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$2,857,792
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$304,058
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 plan2021-12-31Disclaimer
Accountancy firm name2021-12-31RINA ACCOUNTANCY LLP
Accountancy firm EIN2021-12-31943158857
2020 : CALIFORNIA NURSES ASSOCIATION 401K RETIREMENT PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$4,251,477
Total of all expenses incurred2020-12-31$1,851,194
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,848,294
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,631,538
Value of total assets at end of year2020-12-31$18,660,668
Value of total assets at beginning of year2020-12-31$16,260,385
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$2,900
Total interest from all sources2020-12-31$22,835
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$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,436,189
Participant contributions at end of year2020-12-31$365,305
Participant contributions at beginning of year2020-12-31$443,446
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$195,349
Other income not declared elsewhere2020-12-31$1,585
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$2,400,283
Value of net assets at end of year (total assets less liabilities)2020-12-31$18,660,668
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$16,260,385
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
Investment advisory and management fees2020-12-31$2,900
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$16,968,181
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$14,392,913
Interest on participant loans2020-12-31$22,835
Value of interest in common/collective trusts at end of year2020-12-31$1,327,182
Value of interest in common/collective trusts at beginning of year2020-12-31$1,424,026
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$2,595,519
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,848,294
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 plan2020-12-31Disclaimer
Accountancy firm name2020-12-31RINA ACCOUNTANCY LLP
Accountancy firm EIN2020-12-31943158857
2019 : CALIFORNIA NURSES ASSOCIATION 401K RETIREMENT PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$4,151,581
Total of all expenses incurred2019-12-31$955,423
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$951,098
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,503,563
Value of total assets at end of year2019-12-31$16,260,385
Value of total assets at beginning of year2019-12-31$13,064,227
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$4,325
Total interest from all sources2019-12-31$23,343
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$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,373,825
Participant contributions at end of year2019-12-31$443,446
Participant contributions at beginning of year2019-12-31$391,795
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$129,738
Other income not declared elsewhere2019-12-31$1,436
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$3,196,158
Value of net assets at end of year (total assets less liabilities)2019-12-31$16,260,385
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$13,064,227
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
Investment advisory and management fees2019-12-31$4,325
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$14,392,913
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$11,125,009
Interest on participant loans2019-12-31$23,343
Value of interest in common/collective trusts at end of year2019-12-31$1,424,026
Value of interest in common/collective trusts at beginning of year2019-12-31$1,547,423
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,623,239
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$951,098
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 name2019-12-31RINA ACCOUNTANCY LLP
Accountancy firm EIN2019-12-31943158857
2018 : CALIFORNIA NURSES ASSOCIATION 401K RETIREMENT PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$637,011
Total of all expenses incurred2018-12-31$1,822,497
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,818,972
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,337,952
Value of total assets at end of year2018-12-31$13,064,227
Value of total assets at beginning of year2018-12-31$14,249,713
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$3,525
Total interest from all sources2018-12-31$19,737
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$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,304,834
Participant contributions at end of year2018-12-31$391,795
Participant contributions at beginning of year2018-12-31$470,572
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$33,118
Other income not declared elsewhere2018-12-31$1,379
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,185,486
Value of net assets at end of year (total assets less liabilities)2018-12-31$13,064,227
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$14,249,713
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
Investment advisory and management fees2018-12-31$3,525
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$11,125,009
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$11,888,642
Interest on participant loans2018-12-31$19,737
Value of interest in common/collective trusts at end of year2018-12-31$1,547,423
Value of interest in common/collective trusts at beginning of year2018-12-31$1,890,499
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-722,057
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,818,972
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 name2018-12-31RINA ACCOUNTANCY LLP
Accountancy firm EIN2018-12-31943158857
2017 : CALIFORNIA NURSES ASSOCIATION 401K RETIREMENT PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$2,988,883
Total of all expenses incurred2017-12-31$699,551
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$696,601
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,167,529
Value of total assets at end of year2017-12-31$14,249,713
Value of total assets at beginning of year2017-12-31$11,960,381
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$2,950
Total interest from all sources2017-12-31$22,179
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$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,162,740
Participant contributions at end of year2017-12-31$470,572
Participant contributions at beginning of year2017-12-31$498,832
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$4,789
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$2,289,332
Value of net assets at end of year (total assets less liabilities)2017-12-31$14,249,713
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$11,960,381
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
Investment advisory and management fees2017-12-31$2,950
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$11,888,642
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$9,667,874
Interest on participant loans2017-12-31$22,179
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$1,890,499
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$1,793,675
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$1,793,675
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,799,175
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$696,601
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 name2017-12-31RINA ACCOUNTANCY CORPORATION
Accountancy firm EIN2017-12-31943158857
2016 : CALIFORNIA NURSES ASSOCIATION 401K RETIREMENT PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$2,149,749
Total of all expenses incurred2016-12-31$382,111
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$376,761
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,388,347
Value of total assets at end of year2016-12-31$11,960,381
Value of total assets at beginning of year2016-12-31$10,192,743
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$5,350
Total interest from all sources2016-12-31$48,205
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,047,855
Participant contributions at end of year2016-12-31$498,832
Participant contributions at beginning of year2016-12-31$494,349
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$340,492
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,767,638
Value of net assets at end of year (total assets less liabilities)2016-12-31$11,960,381
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$10,192,743
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$5,350
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$9,667,874
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$8,026,144
Income. Interest from loans (other than to participants)2016-12-31$23,049
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$1,793,675
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$1,672,250
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$1,672,250
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$25,156
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$713,197
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$376,761
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31STERCK KULIK O'NEILL ACCTG GRP, INC
Accountancy firm EIN2016-12-31943075338
2015 : CALIFORNIA NURSES ASSOCIATION 401K RETIREMENT PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$1,052,125
Total of all expenses incurred2015-12-31$1,900,646
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,891,771
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,074,022
Value of total assets at end of year2015-12-31$10,192,743
Value of total assets at beginning of year2015-12-31$11,041,264
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$8,875
Total interest from all sources2015-12-31$37,459
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,018,852
Participant contributions at end of year2015-12-31$494,349
Participant contributions at beginning of year2015-12-31$482,669
Participant contributions at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$55,170
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-848,521
Value of net assets at end of year (total assets less liabilities)2015-12-31$10,192,743
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$11,041,264
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$8,875
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$8,026,144
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$8,829,695
Interest on participant loans2015-12-31$21,331
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$1,672,250
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$1,728,900
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$1,728,900
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$16,128
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-59,356
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,891,771
Contract administrator fees2015-12-31$0
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31STERCK KULIK O'NEILL ACCTG GRP, INC
Accountancy firm EIN2015-12-31943075338
2014 : CALIFORNIA NURSES ASSOCIATION 401K RETIREMENT PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$1,666,352
Total of all expenses incurred2014-12-31$1,344,158
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,337,158
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,097,835
Value of total assets at end of year2014-12-31$11,041,264
Value of total assets at beginning of year2014-12-31$10,719,070
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$7,000
Total interest from all sources2014-12-31$40,332
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$962,845
Participant contributions at end of year2014-12-31$482,669
Participant contributions at beginning of year2014-12-31$459,184
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$69,966
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$134,990
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$322,194
Value of net assets at end of year (total assets less liabilities)2014-12-31$11,041,264
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$10,719,070
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$7,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$8,829,695
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$8,507,570
Interest on participant loans2014-12-31$22,483
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$1,728,900
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$1,682,350
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$1,682,350
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$17,849
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$528,185
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,337,158
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31STERCK KULIK O'NEILL ACCTG GRP, INC
Accountancy firm EIN2014-12-31943075338
2013 : CALIFORNIA NURSES ASSOCIATION 401K RETIREMENT PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$2,388,029
Total of all expenses incurred2013-12-31$1,598,089
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,595,497
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$970,406
Value of total assets at end of year2013-12-31$10,719,070
Value of total assets at beginning of year2013-12-31$9,929,130
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$2,592
Total interest from all sources2013-12-31$21,670
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$500,000
If this is an individual account plan, was there a blackout period2013-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$897,378
Participant contributions at end of year2013-12-31$459,184
Participant contributions at beginning of year2013-12-31$508,063
Participant contributions at end of year2013-12-31$69,966
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$73,028
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$789,940
Value of net assets at end of year (total assets less liabilities)2013-12-31$10,719,070
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$9,929,130
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
Investment advisory and management fees2013-12-31$2,592
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$8,507,570
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$7,841,579
Interest on participant loans2013-12-31$20,914
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$1,682,350
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$1,579,488
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$1,579,488
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$756
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,395,953
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,595,497
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31Yes
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 name2013-12-31STERCK KULIK O'NEILL ACCTG GRP, INC
Accountancy firm EIN2013-12-31943075338
2012 : CALIFORNIA NURSES ASSOCIATION 401K RETIREMENT PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$1,852,653
Total of all expenses incurred2012-12-31$1,230,259
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,225,898
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,013,296
Value of total assets at end of year2012-12-31$9,929,130
Value of total assets at beginning of year2012-12-31$9,306,736
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$4,361
Total interest from all sources2012-12-31$21,182
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$192,714
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$192,714
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
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$1,013,296
Participant contributions at end of year2012-12-31$508,063
Participant contributions at beginning of year2012-12-31$414,598
Administrative expenses (other) incurred2012-12-31$4,361
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$622,394
Value of net assets at end of year (total assets less liabilities)2012-12-31$9,929,130
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$9,306,736
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$7,841,579
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$7,305,836
Interest on participant loans2012-12-31$21,028
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$1,579,488
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$1,586,302
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$1,586,302
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$154
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$625,461
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,225,898
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
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 name2012-12-31STERCK KULIK O'NEILL ACCTG GRP, INC
Accountancy firm EIN2012-12-31943075338
2011 : CALIFORNIA NURSES ASSOCIATION 401K RETIREMENT PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$776,900
Total of all expenses incurred2011-12-31$952,640
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$940,700
Expenses. Certain deemed distributions of participant loans2011-12-31$7,968
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,062,801
Value of total assets at end of year2011-12-31$9,306,736
Value of total assets at beginning of year2011-12-31$9,482,476
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$3,972
Total interest from all sources2011-12-31$19,642
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$232,547
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$232,547
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$804,714
Participant contributions at end of year2011-12-31$414,598
Participant contributions at beginning of year2011-12-31$374,782
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$258,087
Administrative expenses (other) incurred2011-12-31$3,972
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-175,740
Value of net assets at end of year (total assets less liabilities)2011-12-31$9,306,736
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$9,482,476
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$7,305,836
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$7,167,923
Interest on participant loans2011-12-31$19,480
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$1,586,302
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$1,939,771
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$1,939,771
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$162
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-538,090
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$940,700
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31STERCK KULIK O'NEILL ACCTG GRP, INC
Accountancy firm EIN2011-12-31943075338
2010 : CALIFORNIA NURSES ASSOCIATION 401K RETIREMENT PLAN 2010 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$2,029,579
Total of all expenses incurred2010-12-31$470,276
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$440,227
Expenses. Certain deemed distributions of participant loans2010-12-31$25,501
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,023,786
Value of total assets at end of year2010-12-31$9,482,476
Value of total assets at beginning of year2010-12-31$7,923,173
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$4,548
Total interest from all sources2010-12-31$19,790
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$119,828
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$119,828
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$812,020
Participant contributions at end of year2010-12-31$374,782
Participant contributions at beginning of year2010-12-31$296,690
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$211,766
Administrative expenses (other) incurred2010-12-31$4,548
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$1,559,303
Value of net assets at end of year (total assets less liabilities)2010-12-31$9,482,476
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$7,923,173
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$7,167,923
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$5,833,371
Interest on participant loans2010-12-31$19,568
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$1,939,771
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$1,793,112
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$1,793,112
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$222
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$866,175
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$440,227
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31STERCK KULIK O'NEIL
Accountancy firm EIN2010-12-31943075338
2009 : CALIFORNIA NURSES ASSOCIATION 401K RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for CALIFORNIA NURSES ASSOCIATION 401K RETIREMENT PLAN

2022: CALIFORNIA NURSES ASSOCIATION 401K RETIREMENT 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: CALIFORNIA NURSES ASSOCIATION 401K RETIREMENT 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 planYes
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: CALIFORNIA NURSES ASSOCIATION 401K RETIREMENT PLAN 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 planYes
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: CALIFORNIA NURSES ASSOCIATION 401K RETIREMENT PLAN 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 planYes
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: CALIFORNIA NURSES ASSOCIATION 401K RETIREMENT PLAN 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 planYes
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: CALIFORNIA NURSES ASSOCIATION 401K RETIREMENT PLAN 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 planYes
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: CALIFORNIA NURSES ASSOCIATION 401K RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: CALIFORNIA NURSES ASSOCIATION 401K RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: CALIFORNIA NURSES ASSOCIATION 401K RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: CALIFORNIA NURSES ASSOCIATION 401K RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entityMulitple 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 planYes
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: CALIFORNIA NURSES ASSOCIATION 401K RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entityMulitple 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 planYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: CALIFORNIA NURSES ASSOCIATION 401K RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entityMulitple employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: CALIFORNIA NURSES ASSOCIATION 401K RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number664FR7
Policy instance 1
Insurance contract or identification number664FR7
Number of Individuals Covered229
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $61
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $61
Insurance broker organization code?3
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number810803
Policy instance 2
Insurance contract or identification number810803
Number of Individuals Covered0
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $2,333
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,333
Insurance broker organization code?3
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number810803
Policy instance 1
Insurance contract or identification number810803
Number of Individuals Covered214
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $51,354
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $51,354
Insurance broker organization code?4
Amount paid for insurance broker fees0
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number810803
Policy instance 1
Insurance contract or identification number810803
Number of Individuals Covered189
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $39,120
Total amount of fees paid to insurance companyUSD $7,678
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $39,120
Additional information about fees paid to insurance brokerCOMMISSION
Insurance broker organization code?4
Amount paid for insurance broker fees7678
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number810803
Policy instance 1
Insurance contract or identification number810803
Number of Individuals Covered192
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $35,268
Total amount of fees paid to insurance companyUSD $6,902
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $35,268
Insurance broker organization code?4
Amount paid for insurance broker fees6902
Additional information about fees paid to insurance brokerTPA ADMIN
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number810803
Policy instance 1
Insurance contract or identification number810803
Number of Individuals Covered177
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $34,702
Total amount of fees paid to insurance companyUSD $6,944
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $34,702
Insurance broker organization code?4
Amount paid for insurance broker fees6944
Additional information about fees paid to insurance brokerTPA SERVICES
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number810803
Policy instance 1
Insurance contract or identification number810803
Number of Individuals Covered160
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $31,332
Total amount of fees paid to insurance companyUSD $6,056
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $31,332
Amount paid for insurance broker fees0
Insurance broker organization code?4
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker nameQUALIFIED SERVICES INC

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