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403(B) THRIFT PLAN OF JEWISH COMMUNITY CENTER OF LONG BEACH D/B/A BARBAR 401k Plan overview

Plan Name403(B) THRIFT PLAN OF JEWISH COMMUNITY CENTER OF LONG BEACH D/B/A BARBAR
Plan identification number 003

403(B) THRIFT PLAN OF JEWISH COMMUNITY CENTER OF LONG BEACH D/B/A BARBAR 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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

JEWISH COMMUNITY CENTER OF LONG BEACH D/B/A BARBARA RAY ALPERT JEWIS has sponsored the creation of one or more 401k plans.

Company Name:JEWISH COMMUNITY CENTER OF LONG BEACH D/B/A BARBARA RAY ALPERT JEWIS
Employer identification number (EIN):952280871
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 403(B) THRIFT PLAN OF JEWISH COMMUNITY CENTER OF LONG BEACH D/B/A BARBAR

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-01-01RICHARD ARCINIAGA2023-10-05
0032021-01-01
0032020-01-01
0032019-01-01
0032018-01-01
0032017-01-01RICHARD ARCINIAGA RICHARD ARCINIAGA2018-10-15
0032016-01-01RICHARD ARCINIAGA RICHARD ARCINIAGA2017-10-16
0032015-01-01RICHARD ARCINIAGA RICHARD ARCINIAGA2016-10-14
0032014-01-01ULISES SAM ULISES SAM2015-10-15
0032013-01-01ULISES SAM ULISES SAM2014-10-15
0032012-01-01ULISES SAM ULISES SAM2015-10-15
0032011-01-01ULISES SAM ULISES SAM2015-10-15
0032010-01-01ULISES SAM ULISES SAM2015-10-15
0032009-01-01ULISES SAM ULISES SAM2015-10-15

Plan Statistics for 403(B) THRIFT PLAN OF JEWISH COMMUNITY CENTER OF LONG BEACH D/B/A BARBAR

401k plan membership statisitcs for 403(B) THRIFT PLAN OF JEWISH COMMUNITY CENTER OF LONG BEACH D/B/A BARBAR

Measure Date Value
2021: 403(B) THRIFT PLAN OF JEWISH COMMUNITY CENTER OF LONG BEACH D/B/A BARBAR 2021 401k membership
Total participants, beginning-of-year2021-01-01186
Total number of active participants reported on line 7a of the Form 55002021-01-0189
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0187
Total of all active and inactive participants2021-01-01176
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01176
Number of participants with account balances2021-01-01142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-012
2020: 403(B) THRIFT PLAN OF JEWISH COMMUNITY CENTER OF LONG BEACH D/B/A BARBAR 2020 401k membership
Total participants, beginning-of-year2020-01-01255
Total number of active participants reported on line 7a of the Form 55002020-01-0179
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01105
Total of all active and inactive participants2020-01-01184
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01185
Number of participants with account balances2020-01-01139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-016
2019: 403(B) THRIFT PLAN OF JEWISH COMMUNITY CENTER OF LONG BEACH D/B/A BARBAR 2019 401k membership
Total participants, beginning-of-year2019-01-01196
Total number of active participants reported on line 7a of the Form 55002019-01-01191
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 participants2019-01-01255
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01255
Number of participants with account balances2019-01-01146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0130
2018: 403(B) THRIFT PLAN OF JEWISH COMMUNITY CENTER OF LONG BEACH D/B/A BARBAR 2018 401k membership
Total participants, beginning-of-year2018-01-01154
Total number of active participants reported on line 7a of the Form 55002018-01-01134
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0162
Total of all active and inactive participants2018-01-01196
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01196
Number of participants with account balances2018-01-01144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-018
2017: 403(B) THRIFT PLAN OF JEWISH COMMUNITY CENTER OF LONG BEACH D/B/A BARBAR 2017 401k membership
Total participants, beginning-of-year2017-01-01150
Total number of active participants reported on line 7a of the Form 55002017-01-0184
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0169
Total of all active and inactive participants2017-01-01153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01154
Number of participants with account balances2017-01-01145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-014
2016: 403(B) THRIFT PLAN OF JEWISH COMMUNITY CENTER OF LONG BEACH D/B/A BARBAR 2016 401k membership
Total participants, beginning-of-year2016-01-01143
Total number of active participants reported on line 7a of the Form 55002016-01-01100
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0149
Total of all active and inactive participants2016-01-01149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-01150
Number of participants with account balances2016-01-01146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-011
2015: 403(B) THRIFT PLAN OF JEWISH COMMUNITY CENTER OF LONG BEACH D/B/A BARBAR 2015 401k membership
Total participants, beginning-of-year2015-01-01139
Total number of active participants reported on line 7a of the Form 55002015-01-0195
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0146
Total of all active and inactive participants2015-01-01141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-012
Total participants2015-01-01143
Number of participants with account balances2015-01-01142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0110
2014: 403(B) THRIFT PLAN OF JEWISH COMMUNITY CENTER OF LONG BEACH D/B/A BARBAR 2014 401k membership
Total participants, beginning-of-year2014-01-01202
Total number of active participants reported on line 7a of the Form 55002014-01-01101
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0136
Total of all active and inactive participants2014-01-01137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-012
Total participants2014-01-01139
Number of participants with account balances2014-01-01139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-013
2013: 403(B) THRIFT PLAN OF JEWISH COMMUNITY CENTER OF LONG BEACH D/B/A BARBAR 2013 401k membership
Total participants, beginning-of-year2013-01-01102
Total number of active participants reported on line 7a of the Form 55002013-01-0166
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0126
Total of all active and inactive participants2013-01-0192
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-012
Total participants2013-01-0194
Number of participants with account balances2013-01-0194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: 403(B) THRIFT PLAN OF JEWISH COMMUNITY CENTER OF LONG BEACH D/B/A BARBAR 2012 401k membership
Total participants, beginning-of-year2012-01-01176
Total number of active participants reported on line 7a of the Form 55002012-01-01150
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0125
Total of all active and inactive participants2012-01-01175
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-012
Total participants2012-01-01177
Number of participants with account balances2012-01-01102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: 403(B) THRIFT PLAN OF JEWISH COMMUNITY CENTER OF LONG BEACH D/B/A BARBAR 2011 401k membership
Total participants, beginning-of-year2011-01-01165
Total number of active participants reported on line 7a of the Form 55002011-01-01152
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0123
Total of all active and inactive participants2011-01-01175
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-01176
Number of participants with account balances2011-01-01101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-015
2010: 403(B) THRIFT PLAN OF JEWISH COMMUNITY CENTER OF LONG BEACH D/B/A BARBAR 2010 401k membership
Total participants, beginning-of-year2010-01-01160
Total number of active participants reported on line 7a of the Form 55002010-01-01152
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0112
Total of all active and inactive participants2010-01-01164
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-011
Total participants2010-01-01165
Number of participants with account balances2010-01-01104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: 403(B) THRIFT PLAN OF JEWISH COMMUNITY CENTER OF LONG BEACH D/B/A BARBAR 2009 401k membership
Total participants, beginning-of-year2009-01-01156
Total number of active participants reported on line 7a of the Form 55002009-01-01148
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0112
Total of all active and inactive participants2009-01-01160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01160
Number of participants with account balances2009-01-0186

Financial Data on 403(B) THRIFT PLAN OF JEWISH COMMUNITY CENTER OF LONG BEACH D/B/A BARBAR

Measure Date Value
2021 : 403(B) THRIFT PLAN OF JEWISH COMMUNITY CENTER OF LONG BEACH D/B/A BARBAR 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$455,972
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$187,690
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$186,343
Expenses. Certain deemed distributions of participant loans2021-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$93,638
Value of total assets at end of year2021-12-31$2,969,792
Value of total assets at beginning of year2021-12-31$2,701,510
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$1,347
Total interest from all sources2021-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
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$39,645
Participant contributions at end of year2021-12-31$31,155
Participant contributions at beginning of year2021-12-31$24,706
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$0
Other income not declared elsewhere2021-12-31$4,909
Administrative expenses (other) incurred2021-12-31$1,347
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$268,282
Value of net assets at end of year (total assets less liabilities)2021-12-31$2,969,792
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$2,701,510
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$2,503,944
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$2,228,939
Interest on participant loans2021-12-31$0
Interest earned on other investments2021-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$381,937
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$427,329
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$0
Net investment gain/loss from pooled separate accounts2021-12-31$357,425
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$53,993
Employer contributions (assets) at end of year2021-12-31$52,756
Employer contributions (assets) at beginning of year2021-12-31$20,536
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$186,343
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 name2021-12-31HARRINGTON GROUP
Accountancy firm EIN2021-12-31954557617
2020 : 403(B) THRIFT PLAN OF JEWISH COMMUNITY CENTER OF LONG BEACH D/B/A BARBAR 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$340,813
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$216,902
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$215,545
Expenses. Certain deemed distributions of participant loans2020-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$73,750
Value of total assets at end of year2020-12-31$2,701,510
Value of total assets at beginning of year2020-12-31$2,577,599
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$1,357
Total interest from all sources2020-12-31$4,969
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
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$51,977
Participant contributions at end of year2020-12-31$24,706
Participant contributions at beginning of year2020-12-31$33,594
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$0
Other income not declared elsewhere2020-12-31$21,410
Administrative expenses (other) incurred2020-12-31$1,357
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$123,911
Value of net assets at end of year (total assets less liabilities)2020-12-31$2,701,510
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$2,577,599
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$2,228,939
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$2,119,696
Interest on participant loans2020-12-31$0
Interest earned on other investments2020-12-31$4,969
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$427,329
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$351,631
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Net investment gain/loss from pooled separate accounts2020-12-31$240,684
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$21,773
Employer contributions (assets) at end of year2020-12-31$20,536
Employer contributions (assets) at beginning of year2020-12-31$72,678
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$215,545
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 name2020-12-31HARRINGTON GROUP
Accountancy firm EIN2020-12-31954557617
2019 : 403(B) THRIFT PLAN OF JEWISH COMMUNITY CENTER OF LONG BEACH D/B/A BARBAR 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$560,036
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$95,875
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$94,471
Expenses. Certain deemed distributions of participant loans2019-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$164,363
Value of total assets at end of year2019-12-31$2,577,599
Value of total assets at beginning of year2019-12-31$2,113,438
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$1,404
Total interest from all sources2019-12-31$6,785
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$91,685
Participant contributions at end of year2019-12-31$33,594
Participant contributions at beginning of year2019-12-31$45,678
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$0
Other income not declared elsewhere2019-12-31$0
Administrative expenses (other) incurred2019-12-31$1,404
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$464,161
Value of net assets at end of year (total assets less liabilities)2019-12-31$2,577,599
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$2,113,438
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$2,119,696
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$1,649,969
Interest on participant loans2019-12-31$0
Interest earned on other investments2019-12-31$6,785
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$351,631
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$357,656
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Net investment gain/loss from pooled separate accounts2019-12-31$388,888
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$72,678
Employer contributions (assets) at end of year2019-12-31$72,678
Employer contributions (assets) at beginning of year2019-12-31$60,135
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$94,471
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 name2019-12-31HARRINGTON GROUP
Accountancy firm EIN2019-12-31954557617
2018 : 403(B) THRIFT PLAN OF JEWISH COMMUNITY CENTER OF LONG BEACH D/B/A BARBAR 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$26,907
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$91,103
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$89,616
Expenses. Certain deemed distributions of participant loans2018-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$150,635
Value of total assets at end of year2018-12-31$2,113,438
Value of total assets at beginning of year2018-12-31$2,177,634
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$1,487
Total interest from all sources2018-12-31$3,973
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$90,500
Participant contributions at end of year2018-12-31$45,678
Participant contributions at beginning of year2018-12-31$36,680
Other income not declared elsewhere2018-12-31$0
Administrative expenses (other) incurred2018-12-31$1,487
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-64,196
Value of net assets at end of year (total assets less liabilities)2018-12-31$2,113,438
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$2,177,634
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$1,649,969
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$1,736,629
Interest on participant loans2018-12-31$0
Interest earned on other investments2018-12-31$3,973
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$357,656
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$344,537
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$0
Net investment gain/loss from pooled separate accounts2018-12-31$-127,701
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$60,135
Employer contributions (assets) at end of year2018-12-31$60,135
Employer contributions (assets) at beginning of year2018-12-31$59,788
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$89,616
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 name2018-12-31HARRINGTON GROUP
Accountancy firm EIN2018-12-31954557617
2017 : 403(B) THRIFT PLAN OF JEWISH COMMUNITY CENTER OF LONG BEACH D/B/A BARBAR 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$370,455
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$87,409
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$85,982
Expenses. Certain deemed distributions of participant loans2017-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$152,528
Value of total assets at end of year2017-12-31$2,177,634
Value of total assets at beginning of year2017-12-31$1,894,588
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$1,427
Total interest from all sources2017-12-31$3,674
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
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$86,928
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$5,611
Other income not declared elsewhere2017-12-31$0
Administrative expenses (other) incurred2017-12-31$1,427
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$283,046
Value of net assets at end of year (total assets less liabilities)2017-12-31$2,177,634
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$1,894,588
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$1,736,629
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$1,460,271
Interest on participant loans2017-12-31$0
Interest earned on other investments2017-12-31$3,674
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$381,217
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$374,813
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$0
Net investment gain/loss from pooled separate accounts2017-12-31$214,253
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 contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$59,989
Employer contributions (assets) at end of year2017-12-31$59,788
Employer contributions (assets) at beginning of year2017-12-31$59,504
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$85,982
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 name2017-12-31RAIMONDO PETTIT GROUP
Accountancy firm EIN2017-12-31330532641
2016 : 403(B) THRIFT PLAN OF JEWISH COMMUNITY CENTER OF LONG BEACH D/B/A BARBAR 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$274,516
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$7,022
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$5,595
Expenses. Certain deemed distributions of participant loans2016-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$162,091
Value of total assets at end of year2016-12-31$1,894,588
Value of total assets at beginning of year2016-12-31$1,627,094
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$1,427
Total interest from all sources2016-12-31$3,990
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
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$1,000,000
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$76,724
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$3,717
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$34,767
Other income not declared elsewhere2016-12-31$0
Administrative expenses (other) incurred2016-12-31$1,427
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$267,494
Value of net assets at end of year (total assets less liabilities)2016-12-31$1,894,588
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$1,627,094
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$1,460,271
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$1,134,289
Interest on participant loans2016-12-31$0
Interest earned on other investments2016-12-31$3,990
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$374,813
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$458,923
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$0
Net investment gain/loss from pooled separate accounts2016-12-31$108,435
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 contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$50,600
Employer contributions (assets) at end of year2016-12-31$59,504
Employer contributions (assets) at beginning of year2016-12-31$30,165
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$5,595
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 name2016-12-31RAIMONDO PETTIT GROUP
Accountancy firm EIN2016-12-31330532641
2015 : 403(B) THRIFT PLAN OF JEWISH COMMUNITY CENTER OF LONG BEACH D/B/A BARBAR 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$196,844
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$99,080
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$97,564
Expenses. Certain deemed distributions of participant loans2015-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$215,097
Value of total assets at end of year2015-12-31$1,627,094
Value of total assets at beginning of year2015-12-31$1,529,330
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$1,516
Total interest from all sources2015-12-31$4,866
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$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$81,814
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$0
Participant contributions at end of year2015-12-31$3,717
Participant contributions at beginning of year2015-12-31$4,658
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$70,407
Other income not declared elsewhere2015-12-31$0
Administrative expenses (other) incurred2015-12-31$1,516
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$97,764
Value of net assets at end of year (total assets less liabilities)2015-12-31$1,627,094
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$1,529,330
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$1,134,289
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$852,535
Interest on participant loans2015-12-31$0
Interest earned on other investments2015-12-31$4,866
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$458,923
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$613,732
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$0
Net investment gain/loss from pooled separate accounts2015-12-31$-23,119
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 contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$62,876
Employer contributions (assets) at end of year2015-12-31$30,165
Employer contributions (assets) at beginning of year2015-12-31$58,405
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$97,564
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 name2015-12-31RAIMONDO PETTIT GROUP
Accountancy firm EIN2015-12-31330532641
2014 : 403(B) THRIFT PLAN OF JEWISH COMMUNITY CENTER OF LONG BEACH D/B/A BARBAR 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$268,367
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$32,931
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$31,318
Expenses. Certain deemed distributions of participant loans2014-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$212,356
Value of total assets at end of year2014-12-31$1,529,330
Value of total assets at beginning of year2014-12-31$1,293,894
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$1,613
Total interest from all sources2014-12-31$5,772
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
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$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$81,426
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$0
Participant contributions at end of year2014-12-31$4,658
Participant contributions at beginning of year2014-12-31$5,871
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$65,387
Other income not declared elsewhere2014-12-31$0
Administrative expenses (other) incurred2014-12-31$1,613
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$235,436
Value of net assets at end of year (total assets less liabilities)2014-12-31$1,529,330
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$1,293,894
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$852,535
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$682,142
Interest on participant loans2014-12-31$0
Interest earned on other investments2014-12-31$5,772
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$613,732
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$548,729
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$0
Net investment gain/loss from pooled separate accounts2014-12-31$50,239
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 contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$65,543
Employer contributions (assets) at end of year2014-12-31$58,405
Employer contributions (assets) at beginning of year2014-12-31$57,152
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$31,318
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 name2014-12-31RAIMONDO PETTIT GROUP
Accountancy firm EIN2014-12-31330532641
2013 : 403(B) THRIFT PLAN OF JEWISH COMMUNITY CENTER OF LONG BEACH D/B/A BARBAR 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$287,306
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$234,564
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$232,917
Expenses. Certain deemed distributions of participant loans2013-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$143,335
Value of total assets at end of year2013-12-31$1,293,894
Value of total assets at beginning of year2013-12-31$1,241,152
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$1,647
Total interest from all sources2013-12-31$6,810
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$250,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$72,469
Participant contributions at end of year2013-12-31$5,871
Participant contributions at beginning of year2013-12-31$7,500
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$0
Other income not declared elsewhere2013-12-31$0
Administrative expenses (other) incurred2013-12-31$1,647
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$52,742
Value of net assets at end of year (total assets less liabilities)2013-12-31$1,293,894
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,241,152
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$682,142
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$591,712
Interest on participant loans2013-12-31$0
Interest earned on other investments2013-12-31$6,810
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$548,729
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$601,199
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$0
Net investment gain/loss from pooled separate accounts2013-12-31$137,161
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 contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$70,866
Employer contributions (assets) at end of year2013-12-31$57,152
Employer contributions (assets) at beginning of year2013-12-31$40,741
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$232,917
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 name2013-12-31RAIMONDO PETTIT GROUP
Accountancy firm EIN2013-12-31330532641
2012 : 403(B) THRIFT PLAN OF JEWISH COMMUNITY CENTER OF LONG BEACH D/B/A BARBAR 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$233,563
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$222,233
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$220,633
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$152,432
Value of total assets at end of year2012-12-31$1,241,152
Value of total assets at beginning of year2012-12-31$1,229,822
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$1,600
Total interest from all sources2012-12-31$9,419
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$215,601
Expenses. Total of all expenses incurred2012-12-31$222,233
Benefits paid (including direct rollovers)2012-12-31$220,633
Total plan assets at end of year2012-12-31$1,192,911
Total plan assets at beginning of year2012-12-31$1,199,543
Value of fidelity bond covering the plan2012-12-31$250,000
Total contributions received or receivable from participants2012-12-31$80,211
Expenses. Other expenses not covered elsewhere2012-12-31$1,600
Contributions received from other sources (not participants or employers)2012-12-31$1,050
Other income received2012-12-31$81,131
Net income (gross income less expenses)2012-12-31$-6,632
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,192,911
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,199,543
Total contributions received or receivable from employer(s)2012-12-31$53,209
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$250,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$85,356
Participant contributions at end of year2012-12-31$7,500
Participant contributions at beginning of year2012-12-31$2,355
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$1,050
Administrative expenses (other) incurred2012-12-31$1,600
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
Income. Non cash contributions2012-12-31$0
Value of net income/loss2012-12-31$11,330
Value of net assets at end of year (total assets less liabilities)2012-12-31$1,241,152
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$1,229,822
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$591,712
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$653,266
Interest earned on other investments2012-12-31$9,419
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$601,199
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$546,277
Net investment gain/loss from pooled separate accounts2012-12-31$71,712
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 contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$66,026
Employer contributions (assets) at end of year2012-12-31$40,741
Employer contributions (assets) at beginning of year2012-12-31$27,924
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$220,633
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 name2012-12-31RAIMONDO PETTIT GROUP
Accountancy firm EIN2012-12-31330532641
2011 : 403(B) THRIFT PLAN OF JEWISH COMMUNITY CENTER OF LONG BEACH D/B/A BARBAR 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$497,203
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$280,534
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$278,718
Expenses. Certain deemed distributions of participant loans2011-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$506,301
Value of total assets at end of year2011-12-31$1,229,822
Value of total assets at beginning of year2011-12-31$1,013,153
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$1,816
Total interest from all sources2011-12-31$8,787
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Total income from all sources2011-12-31$512,129
Expenses. Total of all expenses incurred2011-12-31$286,544
Benefits paid (including direct rollovers)2011-12-31$278,718
Total plan assets at end of year2011-12-31$1,199,543
Total plan assets at beginning of year2011-12-31$973,958
Value of fidelity bond covering the plan2011-12-31$250,000
Total contributions received or receivable from participants2011-12-31$80,390
Expenses. Other expenses not covered elsewhere2011-12-31$7,826
Contributions received from other sources (not participants or employers)2011-12-31$379,149
Other income received2011-12-31$-9,098
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$225,585
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,199,543
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$973,958
Assets. Value of participant loans2011-12-31$65,546
Total contributions received or receivable from employer(s)2011-12-31$61,688
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$250,000
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$70,720
Participant contributions at end of year2011-12-31$2,355
Participant contributions at beginning of year2011-12-31$12,025
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$376,144
Other income not declared elsewhere2011-12-31$0
Administrative expenses (other) incurred2011-12-31$1,816
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$216,669
Value of net assets at end of year (total assets less liabilities)2011-12-31$1,229,822
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$1,013,153
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$653,266
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$602,123
Interest on participant loans2011-12-31$0
Interest earned on other investments2011-12-31$8,787
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$546,277
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$371,835
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$0
Net investment gain/loss from pooled separate accounts2011-12-31$-17,885
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 contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$59,437
Employer contributions (assets) at end of year2011-12-31$27,924
Employer contributions (assets) at beginning of year2011-12-31$27,170
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$278,718
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 name2011-12-31RAIMONDO PETTIT GROUP
Accountancy firm EIN2011-12-31330532641
2010 : 403(B) THRIFT PLAN OF JEWISH COMMUNITY CENTER OF LONG BEACH D/B/A BARBAR 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
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$632,439
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$97,321
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$95,982
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$560,132
Value of total assets at end of year2010-12-31$1,013,153
Value of total assets at beginning of year2010-12-31$478,035
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$1,339
Total interest from all sources2010-12-31$9,178
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$250,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$62,293
Participant contributions at end of year2010-12-31$12,025
Participant contributions at beginning of year2010-12-31$4,887
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$430,788
Administrative expenses (other) incurred2010-12-31$1,339
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$535,118
Value of net assets at end of year (total assets less liabilities)2010-12-31$1,013,153
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$478,035
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$602,123
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$182,722
Interest earned on other investments2010-12-31$9,178
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$371,835
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$269,586
Net investment gain/loss from pooled separate accounts2010-12-31$63,129
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 contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$67,051
Employer contributions (assets) at end of year2010-12-31$27,170
Employer contributions (assets) at beginning of year2010-12-31$20,840
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$95,982
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 plan2010-12-31Disclaimer
Accountancy firm name2010-12-31RAIMONDO PETTIT GROUP
Accountancy firm EIN2010-12-31330532641
2009 : 403(B) THRIFT PLAN OF JEWISH COMMUNITY CENTER OF LONG BEACH D/B/A BARBAR 2009 401k financial data
Total unrealized appreciation/depreciation of assets2009-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2009-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2009-12-31$0
Total income from all sources (including contributions)2009-12-31$186,190
Total loss/gain on sale of assets2009-12-31$0
Total of all expenses incurred2009-12-31$15,904
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2009-12-31$14,895
Total contributions o plan (from employers,participants, others, non cash contrinutions)2009-12-31$137,113
Value of total assets at end of year2009-12-31$478,035
Value of total assets at beginning of year2009-12-31$307,749
Total of administrative expenses incurred including professional, contract, advisory and management fees2009-12-31$1,009
Total interest from all sources2009-12-31$5,538
Total dividends received (eg from common stock, registered investment company shares)2009-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2009-12-31No
Was this plan covered by a fidelity bond2009-12-31Yes
Value of fidelity bond cover2009-12-31$250,000
If this is an individual account plan, was there a blackout period2009-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0
Were there any nonexempt tranactions with any party-in-interest2009-12-31No
Contributions received from participants2009-12-31$51,234
Participant contributions at end of year2009-12-31$4,887
Participant contributions at beginning of year2009-12-31$6,838
Administrative expenses (other) incurred2009-12-31$1,009
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2009-12-31No
Value of net income/loss2009-12-31$170,286
Value of net assets at end of year (total assets less liabilities)2009-12-31$478,035
Value of net assets at beginning of year (total assets less liabilities)2009-12-31$307,749
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2009-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2009-12-31No
Were any leases to which the plan was party in default or uncollectible2009-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2009-12-31$182,722
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2009-12-31$140,863
Interest earned on other investments2009-12-31$5,538
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2009-12-31$269,586
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2009-12-31$147,325
Expenses. Payments to insurance carriers foe the provision of benefits2009-12-31$0
Net investment gain/loss from pooled separate accounts2009-12-31$43,539
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2009-12-31No
Was there a failure to transmit to the plan any participant contributions2009-12-31Yes
Has the plan failed to provide any benefit when due under the plan2009-12-31No
Contributions received in cash from employer2009-12-31$85,879
Employer contributions (assets) at end of year2009-12-31$20,840
Employer contributions (assets) at beginning of year2009-12-31$12,723
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2009-12-31$14,895
Did the plan have assets held for investment2009-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2009-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2009-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2009-12-31Yes
Opinion of an independent qualified public accountant for this plan2009-12-31Disclaimer
Accountancy firm name2009-12-31RAIMONDO PETTIT GROUP
Accountancy firm EIN2009-12-31330532641

Form 5500 Responses for 403(B) THRIFT PLAN OF JEWISH COMMUNITY CENTER OF LONG BEACH D/B/A BARBAR

2021: 403(B) THRIFT PLAN OF JEWISH COMMUNITY CENTER OF LONG BEACH D/B/A BARBAR 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 benefit arrangement – InsuranceYes
2020: 403(B) THRIFT PLAN OF JEWISH COMMUNITY CENTER OF LONG BEACH D/B/A BARBAR 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan benefit arrangement – InsuranceYes
2019: 403(B) THRIFT PLAN OF JEWISH COMMUNITY CENTER OF LONG BEACH D/B/A BARBAR 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan benefit arrangement – InsuranceYes
2018: 403(B) THRIFT PLAN OF JEWISH COMMUNITY CENTER OF LONG BEACH D/B/A BARBAR 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan benefit arrangement – InsuranceYes
2017: 403(B) THRIFT PLAN OF JEWISH COMMUNITY CENTER OF LONG BEACH D/B/A BARBAR 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan benefit arrangement – InsuranceYes
2016: 403(B) THRIFT PLAN OF JEWISH COMMUNITY CENTER OF LONG BEACH D/B/A BARBAR 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 planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan benefit arrangement – InsuranceYes
2015: 403(B) THRIFT PLAN OF JEWISH COMMUNITY CENTER OF LONG BEACH D/B/A BARBAR 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 planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan benefit arrangement – InsuranceYes
2014: 403(B) THRIFT PLAN OF JEWISH COMMUNITY CENTER OF LONG BEACH D/B/A BARBAR 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 planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan benefit arrangement – InsuranceYes
2013: 403(B) THRIFT PLAN OF JEWISH COMMUNITY CENTER OF LONG BEACH D/B/A BARBAR 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: 403(B) THRIFT PLAN OF JEWISH COMMUNITY CENTER OF LONG BEACH D/B/A BARBAR 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedYes
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: 403(B) THRIFT PLAN OF JEWISH COMMUNITY CENTER OF LONG BEACH D/B/A BARBAR 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
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 planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2010: 403(B) THRIFT PLAN OF JEWISH COMMUNITY CENTER OF LONG BEACH D/B/A BARBAR 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan benefit arrangement – InsuranceYes
2009: 403(B) THRIFT PLAN OF JEWISH COMMUNITY CENTER OF LONG BEACH D/B/A BARBAR 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
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 planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number013545H
Policy instance 1
Insurance contract or identification number013545H
Number of Individuals Covered176
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $471
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
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees471
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number013545H
Policy instance 1
Insurance contract or identification number013545H
Number of Individuals Covered176
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $471
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
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees471
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number013545H
Policy instance 1
Insurance contract or identification number013545H
Number of Individuals Covered255
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $525
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
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees525
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number013545H
Policy instance 1
Insurance contract or identification number013545H
Number of Individuals Covered196
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $631
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
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees631
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number013545H
Policy instance 1
Insurance contract or identification number013545H
Number of Individuals Covered154
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $362
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
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees362
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP PROGRAM
Insurance broker organization code?3
Insurance broker nameLOS ANGELES REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number013545H
Policy instance 1
Insurance contract or identification number013545H
Number of Individuals Covered143
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $344
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees344
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker nameLOS ANGELES REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number013545H
Policy instance 1
Insurance contract or identification number013545H
Number of Individuals Covered139
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $575
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees575
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker nameLOS ANGELES REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number013545H
Policy instance 1
Insurance contract or identification number013545H
Number of Individuals Covered94
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $505
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees505
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker nameLOS ANGELES REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number013545H
Policy instance 1
Insurance contract or identification number013545H
Number of Individuals Covered164
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,959
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees1959
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker nameLOS ANGELES REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number013545H`
Policy instance 1
Insurance contract or identification number013545H`
Number of Individuals Covered102
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,959
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number013545H
Policy instance 1
Insurance contract or identification number013545H
Number of Individuals Covered101
Insurance policy start date2011-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,261
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number013545H
Policy instance 1
Insurance contract or identification number013545H
Number of Individuals Covered104
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $392
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees392
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker nameLOS ANGELES REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number013545H
Policy instance 1
Insurance contract or identification number013545H
Number of Individuals Covered86
Insurance policy start date2009-01-01
Insurance policy end date2009-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $202
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees202
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker nameLOS ANGELES REGIONAL OFFICE

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