401k Plan data: ORANGE COUNTY HEAD START INC RETIREMENT SAVINGS PLAN NON-UNION plan

ORANGE COUNTY HEAD START INC RETIREMENT SAVINGS PLAN NON-UNION 401k Plan overview

Plan Name	ORANGE COUNTY HEAD START INC RETIREMENT SAVINGS PLAN NON-UNION
Plan identification number	001

ORANGE COUNTY HEAD START INC RETIREMENT SAVINGS PLAN NON-UNION Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

ORANGE COUNTY HEAD START INC has sponsored the creation of one or more 401k plans.

Company Name: ORANGE COUNTY HEAD START INC

Employer identification number (EIN): 953411088

NAIC Classification: 813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ORANGE COUNTY HEAD START INC RETIREMENT SAVINGS PLAN NON-UNION

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2021-07-01
001 2020-07-01
001 2019-07-01
001 2018-07-01
001 2017-07-01
001 2016-07-01 LOYAL SHARP
001 2015-07-01 LOYAL SHARP
001 2014-07-01 LOYAL SHARP
001 2013-07-01 LOYAL SHARP
001 2012-07-01 LOYAL SHARP
001 2011-07-01 LOYAL SHARP
001 2010-07-01 LOYAL SHARP 2012-04-09
001 2007-07-01 GLENN MCKEE
001 2006-07-01 GLENN MCKEE

Plan Statistics for ORANGE COUNTY HEAD START INC RETIREMENT SAVINGS PLAN NON-UNION

401k plan membership statisitcs for ORANGE COUNTY HEAD START INC RETIREMENT SAVINGS PLAN NON-UNION

Measure Date Value
2021: ORANGE COUNTY HEAD START INC RETIREMENT SAVINGS PLAN NON-UNION 2021 401k membership
Total participants, beginning-of-year 2021-07-01 995
Total number of active participants reported on line 7a of the Form 5500 2021-07-01 396
Number of retired or separated participants receiving benefits 2021-07-01 0
Number of other retired or separated participants entitled to future benefits 2021-07-01 593
Total of all active and inactive participants 2021-07-01 989
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-07-01 0
Total participants 2021-07-01 989
Number of participants with account balances 2021-07-01 976
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-07-01 0
2020: ORANGE COUNTY HEAD START INC RETIREMENT SAVINGS PLAN NON-UNION 2020 401k membership
Total participants, beginning-of-year 2020-07-01 989
Total number of active participants reported on line 7a of the Form 5500 2020-07-01 469
Number of retired or separated participants receiving benefits 2020-07-01 0
Number of other retired or separated participants entitled to future benefits 2020-07-01 526
Total of all active and inactive participants 2020-07-01 995
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-07-01 0
Total participants 2020-07-01 995
Number of participants with account balances 2020-07-01 973
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-07-01 0
2019: ORANGE COUNTY HEAD START INC RETIREMENT SAVINGS PLAN NON-UNION 2019 401k membership
Total participants, beginning-of-year 2019-07-01 808
Total number of active participants reported on line 7a of the Form 5500 2019-07-01 467
Number of retired or separated participants receiving benefits 2019-07-01 0
Number of other retired or separated participants entitled to future benefits 2019-07-01 522
Total of all active and inactive participants 2019-07-01 989
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-07-01 0
Total participants 2019-07-01 989
Number of participants with account balances 2019-07-01 947
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-07-01 0
2018: ORANGE COUNTY HEAD START INC RETIREMENT SAVINGS PLAN NON-UNION 2018 401k membership
Total participants, beginning-of-year 2018-07-01 738
Total number of active participants reported on line 7a of the Form 5500 2018-07-01 363
Number of retired or separated participants receiving benefits 2018-07-01 0
Number of other retired or separated participants entitled to future benefits 2018-07-01 444
Total of all active and inactive participants 2018-07-01 807
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-07-01 0
Total participants 2018-07-01 807
Number of participants with account balances 2018-07-01 774
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-07-01 0
2017: ORANGE COUNTY HEAD START INC RETIREMENT SAVINGS PLAN NON-UNION 2017 401k membership
Total participants, beginning-of-year 2017-07-01 668
Total number of active participants reported on line 7a of the Form 5500 2017-07-01 352
Number of retired or separated participants receiving benefits 2017-07-01 0
Number of other retired or separated participants entitled to future benefits 2017-07-01 386
Total of all active and inactive participants 2017-07-01 738
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-07-01 0
Total participants 2017-07-01 738
Number of participants with account balances 2017-07-01 710
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-07-01 0
2016: ORANGE COUNTY HEAD START INC RETIREMENT SAVINGS PLAN NON-UNION 2016 401k membership
Total participants, beginning-of-year 2016-07-01 639
Total number of active participants reported on line 7a of the Form 5500 2016-07-01 373
Number of retired or separated participants receiving benefits 2016-07-01 0
Number of other retired or separated participants entitled to future benefits 2016-07-01 295
Total of all active and inactive participants 2016-07-01 668
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-07-01 0
Total participants 2016-07-01 668
Number of participants with account balances 2016-07-01 662
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-07-01 0
2015: ORANGE COUNTY HEAD START INC RETIREMENT SAVINGS PLAN NON-UNION 2015 401k membership
Total participants, beginning-of-year 2015-07-01 636
Total number of active participants reported on line 7a of the Form 5500 2015-07-01 394
Number of retired or separated participants receiving benefits 2015-07-01 0
Number of other retired or separated participants entitled to future benefits 2015-07-01 245
Total of all active and inactive participants 2015-07-01 639
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-07-01 0
Total participants 2015-07-01 639
Number of participants with account balances 2015-07-01 634
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-07-01 0
2014: ORANGE COUNTY HEAD START INC RETIREMENT SAVINGS PLAN NON-UNION 2014 401k membership
Total participants, beginning-of-year 2014-07-01 594
Total number of active participants reported on line 7a of the Form 5500 2014-07-01 395
Number of retired or separated participants receiving benefits 2014-07-01 0
Number of other retired or separated participants entitled to future benefits 2014-07-01 241
Total of all active and inactive participants 2014-07-01 636
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-07-01 0
Total participants 2014-07-01 636
Number of participants with account balances 2014-07-01 587
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-07-01 0
2013: ORANGE COUNTY HEAD START INC RETIREMENT SAVINGS PLAN NON-UNION 2013 401k membership
Total participants, beginning-of-year 2013-07-01 603
Total number of active participants reported on line 7a of the Form 5500 2013-07-01 390
Number of retired or separated participants receiving benefits 2013-07-01 0
Number of other retired or separated participants entitled to future benefits 2013-07-01 204
Total of all active and inactive participants 2013-07-01 594
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-07-01 0
Total participants 2013-07-01 594
Number of participants with account balances 2013-07-01 543
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-07-01 0
2012: ORANGE COUNTY HEAD START INC RETIREMENT SAVINGS PLAN NON-UNION 2012 401k membership
Total participants, beginning-of-year 2012-07-01 495
Total number of active participants reported on line 7a of the Form 5500 2012-07-01 400
Number of retired or separated participants receiving benefits 2012-07-01 0
Number of other retired or separated participants entitled to future benefits 2012-07-01 203
Total of all active and inactive participants 2012-07-01 603
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-07-01 0
Total participants 2012-07-01 603
Number of participants with account balances 2012-07-01 520
2011: ORANGE COUNTY HEAD START INC RETIREMENT SAVINGS PLAN NON-UNION 2011 401k membership
Total participants, beginning-of-year 2011-07-01 479
Total number of active participants reported on line 7a of the Form 5500 2011-07-01 374
Number of retired or separated participants receiving benefits 2011-07-01 0
Number of other retired or separated participants entitled to future benefits 2011-07-01 120
Total of all active and inactive participants 2011-07-01 494
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-07-01 1
Total participants 2011-07-01 495
Number of participants with account balances 2011-07-01 495

Measure	Date	Value
2021: ORANGE COUNTY HEAD START INC RETIREMENT SAVINGS PLAN NON-UNION 2021 401k membership
Total participants, beginning-of-year	2021-07-01	995
Total number of active participants reported on line 7a of the Form 5500	2021-07-01	396
Number of retired or separated participants receiving benefits	2021-07-01	0
Number of other retired or separated participants entitled to future benefits	2021-07-01	593
Total of all active and inactive participants	2021-07-01	989
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-07-01	0
Total participants	2021-07-01	989
Number of participants with account balances	2021-07-01	976
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-07-01	0
2020: ORANGE COUNTY HEAD START INC RETIREMENT SAVINGS PLAN NON-UNION 2020 401k membership
Total participants, beginning-of-year	2020-07-01	989
Total number of active participants reported on line 7a of the Form 5500	2020-07-01	469
Number of retired or separated participants receiving benefits	2020-07-01	0
Number of other retired or separated participants entitled to future benefits	2020-07-01	526
Total of all active and inactive participants	2020-07-01	995
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-07-01	0
Total participants	2020-07-01	995
Number of participants with account balances	2020-07-01	973
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-07-01	0
2019: ORANGE COUNTY HEAD START INC RETIREMENT SAVINGS PLAN NON-UNION 2019 401k membership
Total participants, beginning-of-year	2019-07-01	808
Total number of active participants reported on line 7a of the Form 5500	2019-07-01	467
Number of retired or separated participants receiving benefits	2019-07-01	0
Number of other retired or separated participants entitled to future benefits	2019-07-01	522
Total of all active and inactive participants	2019-07-01	989
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-07-01	0
Total participants	2019-07-01	989
Number of participants with account balances	2019-07-01	947
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-07-01	0
2018: ORANGE COUNTY HEAD START INC RETIREMENT SAVINGS PLAN NON-UNION 2018 401k membership
Total participants, beginning-of-year	2018-07-01	738
Total number of active participants reported on line 7a of the Form 5500	2018-07-01	363
Number of retired or separated participants receiving benefits	2018-07-01	0
Number of other retired or separated participants entitled to future benefits	2018-07-01	444
Total of all active and inactive participants	2018-07-01	807
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-07-01	0
Total participants	2018-07-01	807
Number of participants with account balances	2018-07-01	774
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-07-01	0
2017: ORANGE COUNTY HEAD START INC RETIREMENT SAVINGS PLAN NON-UNION 2017 401k membership
Total participants, beginning-of-year	2017-07-01	668
Total number of active participants reported on line 7a of the Form 5500	2017-07-01	352
Number of retired or separated participants receiving benefits	2017-07-01	0
Number of other retired or separated participants entitled to future benefits	2017-07-01	386
Total of all active and inactive participants	2017-07-01	738
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-07-01	0
Total participants	2017-07-01	738
Number of participants with account balances	2017-07-01	710
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-07-01	0
2016: ORANGE COUNTY HEAD START INC RETIREMENT SAVINGS PLAN NON-UNION 2016 401k membership
Total participants, beginning-of-year	2016-07-01	639
Total number of active participants reported on line 7a of the Form 5500	2016-07-01	373
Number of retired or separated participants receiving benefits	2016-07-01	0
Number of other retired or separated participants entitled to future benefits	2016-07-01	295
Total of all active and inactive participants	2016-07-01	668
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-07-01	0
Total participants	2016-07-01	668
Number of participants with account balances	2016-07-01	662
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-07-01	0
2015: ORANGE COUNTY HEAD START INC RETIREMENT SAVINGS PLAN NON-UNION 2015 401k membership
Total participants, beginning-of-year	2015-07-01	636
Total number of active participants reported on line 7a of the Form 5500	2015-07-01	394
Number of retired or separated participants receiving benefits	2015-07-01	0
Number of other retired or separated participants entitled to future benefits	2015-07-01	245
Total of all active and inactive participants	2015-07-01	639
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-07-01	0
Total participants	2015-07-01	639
Number of participants with account balances	2015-07-01	634
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-07-01	0
2014: ORANGE COUNTY HEAD START INC RETIREMENT SAVINGS PLAN NON-UNION 2014 401k membership
Total participants, beginning-of-year	2014-07-01	594
Total number of active participants reported on line 7a of the Form 5500	2014-07-01	395
Number of retired or separated participants receiving benefits	2014-07-01	0
Number of other retired or separated participants entitled to future benefits	2014-07-01	241
Total of all active and inactive participants	2014-07-01	636
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-07-01	0
Total participants	2014-07-01	636
Number of participants with account balances	2014-07-01	587
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-07-01	0
2013: ORANGE COUNTY HEAD START INC RETIREMENT SAVINGS PLAN NON-UNION 2013 401k membership
Total participants, beginning-of-year	2013-07-01	603
Total number of active participants reported on line 7a of the Form 5500	2013-07-01	390
Number of retired or separated participants receiving benefits	2013-07-01	0
Number of other retired or separated participants entitled to future benefits	2013-07-01	204
Total of all active and inactive participants	2013-07-01	594
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-07-01	0
Total participants	2013-07-01	594
Number of participants with account balances	2013-07-01	543
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-07-01	0
2012: ORANGE COUNTY HEAD START INC RETIREMENT SAVINGS PLAN NON-UNION 2012 401k membership
Total participants, beginning-of-year	2012-07-01	495
Total number of active participants reported on line 7a of the Form 5500	2012-07-01	400
Number of retired or separated participants receiving benefits	2012-07-01	0
Number of other retired or separated participants entitled to future benefits	2012-07-01	203
Total of all active and inactive participants	2012-07-01	603
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-07-01	0
Total participants	2012-07-01	603
Number of participants with account balances	2012-07-01	520
2011: ORANGE COUNTY HEAD START INC RETIREMENT SAVINGS PLAN NON-UNION 2011 401k membership
Total participants, beginning-of-year	2011-07-01	479
Total number of active participants reported on line 7a of the Form 5500	2011-07-01	374
Number of retired or separated participants receiving benefits	2011-07-01	0
Number of other retired or separated participants entitled to future benefits	2011-07-01	120
Total of all active and inactive participants	2011-07-01	494
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-07-01	1
Total participants	2011-07-01	495
Number of participants with account balances	2011-07-01	495

Financial Data on ORANGE COUNTY HEAD START INC RETIREMENT SAVINGS PLAN NON-UNION

Measure	Date	Value
2022 : ORANGE COUNTY HEAD START INC RETIREMENT SAVINGS PLAN NON-UNION 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-06-30	$0
Total income from all sources (including contributions)	2022-06-30	$1,934,259
Total loss/gain on sale of assets	2022-06-30	$0
Total of all expenses incurred	2022-06-30	$1,738,714
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-06-30	$1,654,060
Expenses. Certain deemed distributions of participant loans	2022-06-30	$74,409
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-06-30	$2,188,198
Value of total assets at end of year	2022-06-30	$23,619,892
Value of total assets at beginning of year	2022-06-30	$23,424,347
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-06-30	$10,245
Total interest from all sources	2022-06-30	$542,416
Total dividends received (eg from common stock, registered investment company shares)	2022-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-06-30	No
Was this plan covered by a fidelity bond	2022-06-30	Yes
Value of fidelity bond cover	2022-06-30	$500,000
If this is an individual account plan, was there a blackout period	2022-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2022-06-30	No
Contributions received from participants	2022-06-30	$780,131
Participant contributions at end of year	2022-06-30	$716,553
Participant contributions at beginning of year	2022-06-30	$595,304
Income. Received or receivable in cash from other sources (including rollovers)	2022-06-30	$138,696
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-06-30	No
Value of net income/loss	2022-06-30	$195,545
Value of net assets at end of year (total assets less liabilities)	2022-06-30	$23,619,892
Value of net assets at beginning of year (total assets less liabilities)	2022-06-30	$23,424,347
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-06-30	No
Were any leases to which the plan was party in default or uncollectible	2022-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-06-30	$4,049,811
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-06-30	$4,990,555
Interest on participant loans	2022-06-30	$5
Interest earned on other investments	2022-06-30	$542,411
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-06-30	$18,853,528
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-06-30	$17,838,488
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-06-30	$-796,355
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-06-30	No
Was there a failure to transmit to the plan any participant contributions	2022-06-30	No
Has the plan failed to provide any benefit when due under the plan	2022-06-30	No
Contributions received in cash from employer	2022-06-30	$1,269,371
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-06-30	$1,654,060
Contract administrator fees	2022-06-30	$10,245
Did the plan have assets held for investment	2022-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-06-30	No
Opinion of an independent qualified public accountant for this plan	2022-06-30	Unqualified
Accountancy firm name	2022-06-30	BPM, LLP
Accountancy firm EIN	2022-06-30	814234542
2021 : ORANGE COUNTY HEAD START INC RETIREMENT SAVINGS PLAN NON-UNION 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-06-30	$0
Total income from all sources (including contributions)	2021-06-30	$3,952,293
Total loss/gain on sale of assets	2021-06-30	$0
Total of all expenses incurred	2021-06-30	$648,366
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-06-30	$624,479
Expenses. Certain deemed distributions of participant loans	2021-06-30	$23,287
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-06-30	$2,199,430
Value of total assets at end of year	2021-06-30	$23,424,347
Value of total assets at beginning of year	2021-06-30	$20,120,420
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-06-30	$600
Total interest from all sources	2021-06-30	$501,466
Total dividends received (eg from common stock, registered investment company shares)	2021-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-06-30	No
Was this plan covered by a fidelity bond	2021-06-30	Yes
Value of fidelity bond cover	2021-06-30	$500,000
If this is an individual account plan, was there a blackout period	2021-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2021-06-30	No
Contributions received from participants	2021-06-30	$761,990
Participant contributions at end of year	2021-06-30	$595,304
Participant contributions at beginning of year	2021-06-30	$607,311
Income. Received or receivable in cash from other sources (including rollovers)	2021-06-30	$72,122
Other income not declared elsewhere	2021-06-30	$13
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-06-30	No
Value of net income/loss	2021-06-30	$3,303,927
Value of net assets at end of year (total assets less liabilities)	2021-06-30	$23,424,347
Value of net assets at beginning of year (total assets less liabilities)	2021-06-30	$20,120,420
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-06-30	No
Were any leases to which the plan was party in default or uncollectible	2021-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-06-30	$4,990,555
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-06-30	$3,173,874
Interest on participant loans	2021-06-30	$9,611
Interest earned on other investments	2021-06-30	$491,855
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-06-30	$17,838,488
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-06-30	$16,339,235
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-06-30	$1,251,384
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-06-30	No
Was there a failure to transmit to the plan any participant contributions	2021-06-30	Yes
Has the plan failed to provide any benefit when due under the plan	2021-06-30	No
Contributions received in cash from employer	2021-06-30	$1,365,318
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-06-30	$624,479
Contract administrator fees	2021-06-30	$600
Did the plan have assets held for investment	2021-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-06-30	No
Opinion of an independent qualified public accountant for this plan	2021-06-30	Disclaimer
Accountancy firm name	2021-06-30	BPM
Accountancy firm EIN	2021-06-30	814234542
2020 : ORANGE COUNTY HEAD START INC RETIREMENT SAVINGS PLAN NON-UNION 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-06-30	$0
Total transfer of assets to this plan	2020-06-30	$2,441,779
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-06-30	$0
Total income from all sources (including contributions)	2020-06-30	$2,847,955
Total loss/gain on sale of assets	2020-06-30	$0
Total of all expenses incurred	2020-06-30	$1,070,853
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-06-30	$955,100
Expenses. Certain deemed distributions of participant loans	2020-06-30	$100,678
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-06-30	$2,220,886
Value of total assets at end of year	2020-06-30	$20,120,420
Value of total assets at beginning of year	2020-06-30	$15,901,539
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-06-30	$15,075
Total interest from all sources	2020-06-30	$449,227
Total dividends received (eg from common stock, registered investment company shares)	2020-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-06-30	No
Was this plan covered by a fidelity bond	2020-06-30	Yes
Value of fidelity bond cover	2020-06-30	$500,000
If this is an individual account plan, was there a blackout period	2020-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2020-06-30	No
Contributions received from participants	2020-06-30	$695,795
Participant contributions at end of year	2020-06-30	$607,311
Participant contributions at beginning of year	2020-06-30	$615,557
Income. Received or receivable in cash from other sources (including rollovers)	2020-06-30	$282,902
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-06-30	No
Value of net income/loss	2020-06-30	$1,777,102
Value of net assets at end of year (total assets less liabilities)	2020-06-30	$20,120,420
Value of net assets at beginning of year (total assets less liabilities)	2020-06-30	$15,901,539
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-06-30	No
Were any leases to which the plan was party in default or uncollectible	2020-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-06-30	$3,173,874
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-06-30	$2,313,328
Interest on participant loans	2020-06-30	$11,361
Interest earned on other investments	2020-06-30	$437,866
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-06-30	$16,339,235
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-06-30	$12,972,654
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-06-30	$177,842
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-06-30	No
Was there a failure to transmit to the plan any participant contributions	2020-06-30	Yes
Has the plan failed to provide any benefit when due under the plan	2020-06-30	No
Contributions received in cash from employer	2020-06-30	$1,242,189
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-06-30	$955,100
Contract administrator fees	2020-06-30	$15,075
Did the plan have assets held for investment	2020-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2020-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2020-06-30	Disclaimer
Accountancy firm name	2020-06-30	BPM
Accountancy firm EIN	2020-06-30	814234542
2019 : ORANGE COUNTY HEAD START INC RETIREMENT SAVINGS PLAN NON-UNION 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-06-30	$0
Total income from all sources (including contributions)	2019-06-30	$3,499,228
Total loss/gain on sale of assets	2019-06-30	$0
Total of all expenses incurred	2019-06-30	$730,742
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-06-30	$714,818
Expenses. Certain deemed distributions of participant loans	2019-06-30	$14,624
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-06-30	$2,997,006
Value of total assets at end of year	2019-06-30	$15,901,539
Value of total assets at beginning of year	2019-06-30	$13,133,053
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-06-30	$1,300
Total interest from all sources	2019-06-30	$358,066
Total dividends received (eg from common stock, registered investment company shares)	2019-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-06-30	No
Was this plan covered by a fidelity bond	2019-06-30	Yes
Value of fidelity bond cover	2019-06-30	$500,000
If this is an individual account plan, was there a blackout period	2019-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2019-06-30	No
Contributions received from participants	2019-06-30	$595,273
Participant contributions at end of year	2019-06-30	$615,557
Participant contributions at beginning of year	2019-06-30	$556,609
Income. Received or receivable in cash from other sources (including rollovers)	2019-06-30	$928,646
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-06-30	No
Value of net income/loss	2019-06-30	$2,768,486
Value of net assets at end of year (total assets less liabilities)	2019-06-30	$15,901,539
Value of net assets at beginning of year (total assets less liabilities)	2019-06-30	$13,133,053
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-06-30	No
Were any leases to which the plan was party in default or uncollectible	2019-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-06-30	$2,313,328
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-06-30	$1,840,946
Interest on participant loans	2019-06-30	$19
Interest earned on other investments	2019-06-30	$358,047
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-06-30	$12,972,654
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-06-30	$10,735,498
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-06-30	$144,156
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-06-30	No
Was there a failure to transmit to the plan any participant contributions	2019-06-30	Yes
Has the plan failed to provide any benefit when due under the plan	2019-06-30	No
Contributions received in cash from employer	2019-06-30	$1,473,087
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-06-30	$714,818
Contract administrator fees	2019-06-30	$1,300
Did the plan have assets held for investment	2019-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2019-06-30	Disclaimer
Accountancy firm name	2019-06-30	ROSSI DOSKCITI & FINKLESRION
Accountancy firm EIN	2019-06-30	954091474
2018 : ORANGE COUNTY HEAD START INC RETIREMENT SAVINGS PLAN NON-UNION 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-06-30	$0
Total income from all sources (including contributions)	2018-06-30	$2,217,161
Total loss/gain on sale of assets	2018-06-30	$0
Total of all expenses incurred	2018-06-30	$596,994
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-06-30	$578,433
Expenses. Certain deemed distributions of participant loans	2018-06-30	$17,411
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-06-30	$1,720,447
Value of total assets at end of year	2018-06-30	$13,133,053
Value of total assets at beginning of year	2018-06-30	$11,512,886
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-06-30	$1,150
Total interest from all sources	2018-06-30	$309,755
Total dividends received (eg from common stock, registered investment company shares)	2018-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-06-30	No
Was this plan covered by a fidelity bond	2018-06-30	Yes
Value of fidelity bond cover	2018-06-30	$500,000
If this is an individual account plan, was there a blackout period	2018-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2018-06-30	No
Contributions received from participants	2018-06-30	$473,240
Participant contributions at end of year	2018-06-30	$556,609
Participant contributions at beginning of year	2018-06-30	$538,990
Income. Received or receivable in cash from other sources (including rollovers)	2018-06-30	$24,924
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-06-30	No
Value of net income/loss	2018-06-30	$1,620,167
Value of net assets at end of year (total assets less liabilities)	2018-06-30	$13,133,053
Value of net assets at beginning of year (total assets less liabilities)	2018-06-30	$11,512,886
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-06-30	No
Were any leases to which the plan was party in default or uncollectible	2018-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-06-30	$1,840,946
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-06-30	$1,441,151
Interest on participant loans	2018-06-30	$21,939
Interest earned on other investments	2018-06-30	$287,816
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-06-30	$10,735,498
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-06-30	$9,532,745
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-06-30	$186,959
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-06-30	No
Was there a failure to transmit to the plan any participant contributions	2018-06-30	Yes
Has the plan failed to provide any benefit when due under the plan	2018-06-30	No
Contributions received in cash from employer	2018-06-30	$1,222,283
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-06-30	$578,433
Contract administrator fees	2018-06-30	$1,150
Did the plan have assets held for investment	2018-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2018-06-30	Disclaimer
Accountancy firm name	2018-06-30	ROSSI DOSKCITI & FINKLESRION
Accountancy firm EIN	2018-06-30	954091474
2017 : ORANGE COUNTY HEAD START INC RETIREMENT SAVINGS PLAN NON-UNION 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-06-30	$0
Total income from all sources (including contributions)	2017-06-30	$2,606,761
Total loss/gain on sale of assets	2017-06-30	$0
Total of all expenses incurred	2017-06-30	$714,247
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-06-30	$712,967
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-06-30	$2,139,399
Value of total assets at end of year	2017-06-30	$11,512,886
Value of total assets at beginning of year	2017-06-30	$9,620,372
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-06-30	$1,280
Total interest from all sources	2017-06-30	$266,452
Total dividends received (eg from common stock, registered investment company shares)	2017-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-06-30	No
Was this plan covered by a fidelity bond	2017-06-30	Yes
Value of fidelity bond cover	2017-06-30	$500,000
If this is an individual account plan, was there a blackout period	2017-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2017-06-30	No
Contributions received from participants	2017-06-30	$430,777
Participant contributions at end of year	2017-06-30	$538,990
Participant contributions at beginning of year	2017-06-30	$391,673
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-06-30	No
Value of net income/loss	2017-06-30	$1,892,514
Value of net assets at end of year (total assets less liabilities)	2017-06-30	$11,512,886
Value of net assets at beginning of year (total assets less liabilities)	2017-06-30	$9,620,372
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-06-30	No
Were any leases to which the plan was party in default or uncollectible	2017-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-06-30	$1,441,151
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-06-30	$1,249,057
Interest on participant loans	2017-06-30	$5
Interest earned on other investments	2017-06-30	$266,447
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-06-30	$9,532,745
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-06-30	$7,979,642
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-06-30	$200,910
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-06-30	No
Was there a failure to transmit to the plan any participant contributions	2017-06-30	Yes
Has the plan failed to provide any benefit when due under the plan	2017-06-30	No
Contributions received in cash from employer	2017-06-30	$1,708,622
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-06-30	$712,967
Contract administrator fees	2017-06-30	$1,280
Did the plan have assets held for investment	2017-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2017-06-30	Disclaimer
Accountancy firm name	2017-06-30	ROSSI LLP
Accountancy firm EIN	2017-06-30	954091474
2016 : ORANGE COUNTY HEAD START INC RETIREMENT SAVINGS PLAN NON-UNION 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-06-30	$0
Total income from all sources (including contributions)	2016-06-30	$1,387,814
Total loss/gain on sale of assets	2016-06-30	$0
Total of all expenses incurred	2016-06-30	$499,870
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-06-30	$494,244
Expenses. Certain deemed distributions of participant loans	2016-06-30	$4,826
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-06-30	$1,177,999
Value of total assets at end of year	2016-06-30	$9,620,372
Value of total assets at beginning of year	2016-06-30	$8,732,428
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-06-30	$800
Total interest from all sources	2016-06-30	$219,562
Total dividends received (eg from common stock, registered investment company shares)	2016-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-06-30	No
Was this plan covered by a fidelity bond	2016-06-30	Yes
Value of fidelity bond cover	2016-06-30	$500,000
If this is an individual account plan, was there a blackout period	2016-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2016-06-30	No
Contributions received from participants	2016-06-30	$360,009
Participant contributions at end of year	2016-06-30	$391,673
Participant contributions at beginning of year	2016-06-30	$365,716
Income. Received or receivable in cash from other sources (including rollovers)	2016-06-30	$34,385
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-06-30	No
Value of net income/loss	2016-06-30	$887,944
Value of net assets at end of year (total assets less liabilities)	2016-06-30	$9,620,372
Value of net assets at beginning of year (total assets less liabilities)	2016-06-30	$8,732,428
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-06-30	No
Were any leases to which the plan was party in default or uncollectible	2016-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-06-30	$1,249,057
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-06-30	$1,265,497
Interest on participant loans	2016-06-30	$3
Interest earned on other investments	2016-06-30	$219,559
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-06-30	$7,979,642
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-06-30	$7,101,215
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-06-30	$-9,747
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-06-30	No
Was there a failure to transmit to the plan any participant contributions	2016-06-30	Yes
Has the plan failed to provide any benefit when due under the plan	2016-06-30	No
Contributions received in cash from employer	2016-06-30	$783,605
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-06-30	$494,244
Contract administrator fees	2016-06-30	$800
Did the plan have assets held for investment	2016-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2016-06-30	Disclaimer
Accountancy firm name	2016-06-30	ROSSI LLP
Accountancy firm EIN	2016-06-30	954091474
2015 : ORANGE COUNTY HEAD START INC RETIREMENT SAVINGS PLAN NON-UNION 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-06-30	$0
Total income from all sources (including contributions)	2015-06-30	$1,503,747
Total loss/gain on sale of assets	2015-06-30	$0
Total of all expenses incurred	2015-06-30	$620,392
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-06-30	$602,108
Expenses. Certain deemed distributions of participant loans	2015-06-30	$17,134
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-06-30	$1,253,499
Value of total assets at end of year	2015-06-30	$8,732,428
Value of total assets at beginning of year	2015-06-30	$7,849,073
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-06-30	$1,150
Total interest from all sources	2015-06-30	$192,335
Total dividends received (eg from common stock, registered investment company shares)	2015-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-06-30	No
Was this plan covered by a fidelity bond	2015-06-30	Yes
Value of fidelity bond cover	2015-06-30	$500,000
If this is an individual account plan, was there a blackout period	2015-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2015-06-30	No
Contributions received from participants	2015-06-30	$360,313
Participant contributions at end of year	2015-06-30	$365,716
Participant contributions at beginning of year	2015-06-30	$359,756
Income. Received or receivable in cash from other sources (including rollovers)	2015-06-30	$20,072
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-06-30	No
Value of net income/loss	2015-06-30	$883,355
Value of net assets at end of year (total assets less liabilities)	2015-06-30	$8,732,428
Value of net assets at beginning of year (total assets less liabilities)	2015-06-30	$7,849,073
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-06-30	No
Were any leases to which the plan was party in default or uncollectible	2015-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-06-30	$1,265,497
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-06-30	$1,183,030
Interest on participant loans	2015-06-30	$2
Interest earned on other investments	2015-06-30	$192,333
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-06-30	$7,101,215
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-06-30	$6,306,287
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-06-30	$57,913
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-06-30	No
Was there a failure to transmit to the plan any participant contributions	2015-06-30	Yes
Has the plan failed to provide any benefit when due under the plan	2015-06-30	No
Contributions received in cash from employer	2015-06-30	$873,114
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-06-30	$602,108
Contract administrator fees	2015-06-30	$1,150
Did the plan have assets held for investment	2015-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2015-06-30	Disclaimer
Accountancy firm name	2015-06-30	ROSSI LLP
Accountancy firm EIN	2015-06-30	954091474
2014 : ORANGE COUNTY HEAD START INC RETIREMENT SAVINGS PLAN NON-UNION 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-06-30	$0
Total income from all sources (including contributions)	2014-06-30	$1,648,150
Total loss/gain on sale of assets	2014-06-30	$0
Total of all expenses incurred	2014-06-30	$725,060
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-06-30	$687,762
Expenses. Certain deemed distributions of participant loans	2014-06-30	$35,898
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-06-30	$1,281,128
Value of total assets at end of year	2014-06-30	$7,849,073
Value of total assets at beginning of year	2014-06-30	$6,925,983
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-06-30	$1,400
Total interest from all sources	2014-06-30	$177,982
Total dividends received (eg from common stock, registered investment company shares)	2014-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-06-30	No
Was this plan covered by a fidelity bond	2014-06-30	Yes
Value of fidelity bond cover	2014-06-30	$500,000
If this is an individual account plan, was there a blackout period	2014-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2014-06-30	No
Contributions received from participants	2014-06-30	$364,953
Participant contributions at end of year	2014-06-30	$359,756
Participant contributions at beginning of year	2014-06-30	$280,959
Income. Received or receivable in cash from other sources (including rollovers)	2014-06-30	$85,127
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-06-30	No
Value of net income/loss	2014-06-30	$923,090
Value of net assets at end of year (total assets less liabilities)	2014-06-30	$7,849,073
Value of net assets at beginning of year (total assets less liabilities)	2014-06-30	$6,925,983
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-06-30	No
Were any leases to which the plan was party in default or uncollectible	2014-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-06-30	$1,183,030
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-06-30	$834,114
Interest on participant loans	2014-06-30	$43
Interest earned on other investments	2014-06-30	$177,939
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-06-30	$6,306,287
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-06-30	$5,810,910
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-06-30	$189,040
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-06-30	No
Was there a failure to transmit to the plan any participant contributions	2014-06-30	Yes
Has the plan failed to provide any benefit when due under the plan	2014-06-30	No
Contributions received in cash from employer	2014-06-30	$831,048
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-06-30	$687,762
Contract administrator fees	2014-06-30	$1,400
Did the plan have assets held for investment	2014-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2014-06-30	Disclaimer
Accountancy firm name	2014-06-30	ROSSI LLP
Accountancy firm EIN	2014-06-30	954091474
2013 : ORANGE COUNTY HEAD START INC RETIREMENT SAVINGS PLAN NON-UNION 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-06-30	$0
Total income from all sources (including contributions)	2013-06-30	$2,407,970
Total loss/gain on sale of assets	2013-06-30	$0
Total of all expenses incurred	2013-06-30	$500,970
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-06-30	$473,047
Expenses. Certain deemed distributions of participant loans	2013-06-30	$26,723
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-06-30	$2,149,134
Value of total assets at end of year	2013-06-30	$6,925,983
Value of total assets at beginning of year	2013-06-30	$5,018,983
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-06-30	$1,200
Total interest from all sources	2013-06-30	$156,564
Total dividends received (eg from common stock, registered investment company shares)	2013-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-06-30	No
Was this plan covered by a fidelity bond	2013-06-30	Yes
Value of fidelity bond cover	2013-06-30	$500,000
If this is an individual account plan, was there a blackout period	2013-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2013-06-30	No
Contributions received from participants	2013-06-30	$451,083
Participant contributions at end of year	2013-06-30	$280,959
Participant contributions at beginning of year	2013-06-30	$233,061
Income. Received or receivable in cash from other sources (including rollovers)	2013-06-30	$791,388
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-06-30	No
Value of net income/loss	2013-06-30	$1,907,000
Value of net assets at end of year (total assets less liabilities)	2013-06-30	$6,925,983
Value of net assets at beginning of year (total assets less liabilities)	2013-06-30	$5,018,983
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-06-30	No
Were any leases to which the plan was party in default or uncollectible	2013-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-06-30	$834,114
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-06-30	$553,327
Interest on participant loans	2013-06-30	$102
Interest earned on other investments	2013-06-30	$156,462
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-06-30	$5,810,910
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-06-30	$4,232,595
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-06-30	$102,272
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-06-30	No
Was there a failure to transmit to the plan any participant contributions	2013-06-30	Yes
Has the plan failed to provide any benefit when due under the plan	2013-06-30	No
Contributions received in cash from employer	2013-06-30	$906,663
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-06-30	$473,047
Contract administrator fees	2013-06-30	$1,200
Did the plan have assets held for investment	2013-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2013-06-30	Disclaimer
Accountancy firm name	2013-06-30	ROSSI DOSKOCIL & FINKELSTEIN
Accountancy firm EIN	2013-06-30	954091474
2012 : ORANGE COUNTY HEAD START INC RETIREMENT SAVINGS PLAN NON-UNION 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-06-30	$0
Total income from all sources (including contributions)	2012-06-30	$1,506,198
Total loss/gain on sale of assets	2012-06-30	$0
Total of all expenses incurred	2012-06-30	$197,945
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-06-30	$196,295
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-06-30	$1,429,180
Value of total assets at end of year	2012-06-30	$5,018,983
Value of total assets at beginning of year	2012-06-30	$3,710,730
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-06-30	$1,650
Total interest from all sources	2012-06-30	$106,139
Total dividends received (eg from common stock, registered investment company shares)	2012-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-06-30	No
Was this plan covered by a fidelity bond	2012-06-30	Yes
Value of fidelity bond cover	2012-06-30	$450,000
If this is an individual account plan, was there a blackout period	2012-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2012-06-30	No
Contributions received from participants	2012-06-30	$435,786
Participant contributions at end of year	2012-06-30	$233,061
Participant contributions at beginning of year	2012-06-30	$204,431
Income. Received or receivable in cash from other sources (including rollovers)	2012-06-30	$46,634
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-06-30	No
Value of net income/loss	2012-06-30	$1,308,253
Value of net assets at end of year (total assets less liabilities)	2012-06-30	$5,018,983
Value of net assets at beginning of year (total assets less liabilities)	2012-06-30	$3,710,730
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-06-30	No
Were any leases to which the plan was party in default or uncollectible	2012-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-06-30	$553,327
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-06-30	$614,978
Interest on participant loans	2012-06-30	$183
Interest earned on other investments	2012-06-30	$105,956
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-06-30	$4,232,595
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-06-30	$2,891,321
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-06-30	$-29,121
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-06-30	No
Was there a failure to transmit to the plan any participant contributions	2012-06-30	No
Has the plan failed to provide any benefit when due under the plan	2012-06-30	No
Contributions received in cash from employer	2012-06-30	$946,760
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-06-30	$196,295
Contract administrator fees	2012-06-30	$1,650
Did the plan have assets held for investment	2012-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2012-06-30	Disclaimer
Accountancy firm name	2012-06-30	ROSSI DOSKOCIL & FINKELSTEIN
Accountancy firm EIN	2012-06-30	954091474

Form 5500 Responses for ORANGE COUNTY HEAD START INC RETIREMENT SAVINGS PLAN NON-UNION

2021: ORANGE COUNTY HEAD START INC RETIREMENT SAVINGS PLAN NON-UNION 2021 form 5500 responses
2021-07-01	Type of plan entity	Single employer plan
2021-07-01	Submission has been amended	No
2021-07-01	This submission is the final filing	No
2021-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-07-01	Plan is a collectively bargained plan	No
2021-07-01	Plan funding arrangement – Insurance	Yes
2021-07-01	Plan funding arrangement – Trust	Yes
2021-07-01	Plan benefit arrangement – Insurance	Yes
2021-07-01	Plan benefit arrangement - Trust	Yes
2020: ORANGE COUNTY HEAD START INC RETIREMENT SAVINGS PLAN NON-UNION 2020 form 5500 responses
2020-07-01	Type of plan entity	Single employer plan
2020-07-01	Submission has been amended	No
2020-07-01	This submission is the final filing	No
2020-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-07-01	Plan is a collectively bargained plan	No
2020-07-01	Plan funding arrangement – Insurance	Yes
2020-07-01	Plan funding arrangement – Trust	Yes
2020-07-01	Plan benefit arrangement – Insurance	Yes
2020-07-01	Plan benefit arrangement - Trust	Yes
2019: ORANGE COUNTY HEAD START INC RETIREMENT SAVINGS PLAN NON-UNION 2019 form 5500 responses
2019-07-01	Type of plan entity	Single employer plan
2019-07-01	Submission has been amended	No
2019-07-01	This submission is the final filing	No
2019-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-07-01	Plan is a collectively bargained plan	No
2019-07-01	Plan funding arrangement – Insurance	Yes
2019-07-01	Plan funding arrangement – Trust	Yes
2019-07-01	Plan benefit arrangement – Insurance	Yes
2019-07-01	Plan benefit arrangement - Trust	Yes
2018: ORANGE COUNTY HEAD START INC RETIREMENT SAVINGS PLAN NON-UNION 2018 form 5500 responses
2018-07-01	Type of plan entity	Single employer plan
2018-07-01	Submission has been amended	No
2018-07-01	This submission is the final filing	No
2018-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-07-01	Plan is a collectively bargained plan	No
2018-07-01	Plan funding arrangement – Insurance	Yes
2018-07-01	Plan funding arrangement – Trust	Yes
2018-07-01	Plan benefit arrangement – Insurance	Yes
2018-07-01	Plan benefit arrangement - Trust	Yes
2017: ORANGE COUNTY HEAD START INC RETIREMENT SAVINGS PLAN NON-UNION 2017 form 5500 responses
2017-07-01	Type of plan entity	Single employer plan
2017-07-01	Submission has been amended	No
2017-07-01	This submission is the final filing	No
2017-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-07-01	Plan is a collectively bargained plan	No
2017-07-01	Plan funding arrangement – Insurance	Yes
2017-07-01	Plan funding arrangement – Trust	Yes
2017-07-01	Plan benefit arrangement – Insurance	Yes
2017-07-01	Plan benefit arrangement - Trust	Yes
2016: ORANGE COUNTY HEAD START INC RETIREMENT SAVINGS PLAN NON-UNION 2016 form 5500 responses
2016-07-01	Type of plan entity	Single employer plan
2016-07-01	Submission has been amended	No
2016-07-01	This submission is the final filing	No
2016-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-07-01	Plan is a collectively bargained plan	No
2016-07-01	Plan funding arrangement – Insurance	Yes
2016-07-01	Plan funding arrangement – Trust	Yes
2016-07-01	Plan benefit arrangement – Insurance	Yes
2016-07-01	Plan benefit arrangement - Trust	Yes
2015: ORANGE COUNTY HEAD START INC RETIREMENT SAVINGS PLAN NON-UNION 2015 form 5500 responses
2015-07-01	Type of plan entity	Single employer plan
2015-07-01	Submission has been amended	No
2015-07-01	This submission is the final filing	No
2015-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-07-01	Plan is a collectively bargained plan	No
2015-07-01	Plan funding arrangement – Insurance	Yes
2015-07-01	Plan funding arrangement – Trust	Yes
2015-07-01	Plan benefit arrangement – Insurance	Yes
2015-07-01	Plan benefit arrangement - Trust	Yes
2014: ORANGE COUNTY HEAD START INC RETIREMENT SAVINGS PLAN NON-UNION 2014 form 5500 responses
2014-07-01	Type of plan entity	Single employer plan
2014-07-01	Submission has been amended	No
2014-07-01	This submission is the final filing	No
2014-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-07-01	Plan is a collectively bargained plan	No
2014-07-01	Plan funding arrangement – Insurance	Yes
2014-07-01	Plan funding arrangement – Trust	Yes
2014-07-01	Plan benefit arrangement – Insurance	Yes
2014-07-01	Plan benefit arrangement - Trust	Yes
2013: ORANGE COUNTY HEAD START INC RETIREMENT SAVINGS PLAN NON-UNION 2013 form 5500 responses
2013-07-01	Type of plan entity	Single employer plan
2013-07-01	Submission has been amended	No
2013-07-01	This submission is the final filing	No
2013-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-07-01	Plan is a collectively bargained plan	No
2013-07-01	Plan funding arrangement – Insurance	Yes
2013-07-01	Plan funding arrangement – Trust	Yes
2013-07-01	Plan benefit arrangement – Insurance	Yes
2013-07-01	Plan benefit arrangement - Trust	Yes
2012: ORANGE COUNTY HEAD START INC RETIREMENT SAVINGS PLAN NON-UNION 2012 form 5500 responses
2012-07-01	Type of plan entity	Single employer plan
2012-07-01	Submission has been amended	No
2012-07-01	This submission is the final filing	No
2012-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-07-01	Plan is a collectively bargained plan	No
2012-07-01	Plan funding arrangement – Insurance	Yes
2012-07-01	Plan funding arrangement – Trust	Yes
2012-07-01	Plan benefit arrangement – Insurance	Yes
2012-07-01	Plan benefit arrangement - Trust	Yes
2011: ORANGE COUNTY HEAD START INC RETIREMENT SAVINGS PLAN NON-UNION 2011 form 5500 responses
2011-07-01	Type of plan entity	Single employer plan
2011-07-01	Submission has been amended	Yes
2011-07-01	This submission is the final filing	No
2011-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-07-01	Plan is a collectively bargained plan	No
2011-07-01	Plan funding arrangement – Insurance	Yes
2011-07-01	Plan funding arrangement – Trust	Yes
2011-07-01	Plan benefit arrangement – Insurance	Yes
2011-07-01	Plan benefit arrangement - Trust	Yes
2007: ORANGE COUNTY HEAD START INC RETIREMENT SAVINGS PLAN NON-UNION 2007 form 5500 responses
2007-07-01	Type of plan entity	Single employer plan
2007-07-01	Submission has been amended	No
2007-07-01	This submission is the final filing	No
2007-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2007-07-01	Plan is a collectively bargained plan	No
2006: ORANGE COUNTY HEAD START INC RETIREMENT SAVINGS PLAN NON-UNION 2006 form 5500 responses
2006-07-01	Type of plan entity	Single employer plan
2006-07-01	Submission has been amended	No
2006-07-01	This submission is the final filing	No
2006-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2006-07-01	Plan is a collectively bargained plan	No

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

892549-001

Policy instance

Insurance contract or identification number	892549-001
Number of Individuals Covered	189
Insurance policy start date	2021-07-01
Insurance policy end date	2022-06-30
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

892548+001

Policy instance

Insurance contract or identification number	892548+001
Number of Individuals Covered	955
Insurance policy start date	2021-07-01
Insurance policy end date	2022-06-30
Total amount of commissions paid to insurance broker	USD $45,882
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $45,882
Insurance broker organization code?	4

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

892549-001

Policy instance

Insurance contract or identification number	892549-001
Number of Individuals Covered	193
Insurance policy start date	2020-07-01
Insurance policy end date	2021-06-30
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

892548+001

Policy instance

Insurance contract or identification number	892548+001
Number of Individuals Covered	941
Insurance policy start date	2020-07-01
Insurance policy end date	2021-06-30
Total amount of commissions paid to insurance broker	USD $47,059
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $47,059
Insurance broker organization code?	4

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

892549+001

Policy instance

Insurance contract or identification number	892549+001
Number of Individuals Covered	199
Insurance policy start date	2019-09-01
Insurance policy end date	2020-06-30
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

892548+001

Policy instance

Insurance contract or identification number	892548+001
Number of Individuals Covered	878
Insurance policy start date	2019-07-01
Insurance policy end date	2020-06-30
Total amount of commissions paid to insurance broker	USD $51,601
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $51,601
Insurance broker organization code?	4

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

892548+001

Policy instance

Insurance contract or identification number	892548+001
Number of Individuals Covered	774
Insurance policy start date	2018-07-01
Insurance policy end date	2019-06-30
Total amount of commissions paid to insurance broker	USD $43,237
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $43,237
Insurance broker organization code?	4

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

892548+001

Policy instance

Insurance contract or identification number	892548+001
Number of Individuals Covered	710
Insurance policy start date	2017-07-01
Insurance policy end date	2018-06-30
Total amount of commissions paid to insurance broker	USD $43,994
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

892548+001

Policy instance

Insurance contract or identification number	892548+001
Number of Individuals Covered	634
Insurance policy start date	2015-07-01
Insurance policy end date	2016-06-30
Total amount of commissions paid to insurance broker	USD $28,794
Total amount of fees paid to insurance company	USD $0
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $28,794
Insurance broker organization code?	4
Insurance broker name	LINCOLN FINANCIAL ADVISORS CORP

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

892548+001

Policy instance

Insurance contract or identification number	892548+001
Number of Individuals Covered	587
Insurance policy start date	2014-07-01
Insurance policy end date	2015-06-30
Total amount of commissions paid to insurance broker	USD $31,339
Total amount of fees paid to insurance company	USD $0
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $26,115
Insurance broker organization code?	4
Insurance broker name	DAVID M WEBER

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

892548+001

Policy instance

Insurance contract or identification number	892548+001
Number of Individuals Covered	543
Insurance policy start date	2013-07-01
Insurance policy end date	2014-06-30
Total amount of commissions paid to insurance broker	USD $31,603
Total amount of fees paid to insurance company	USD $0
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $31,603
Insurance broker organization code?	4
Insurance broker name	DAVID M WEBER

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

892548+001

Policy instance

Insurance contract or identification number	892548+001
Number of Individuals Covered	520
Insurance policy start date	2012-07-01
Insurance policy end date	2013-06-30
Total amount of commissions paid to insurance broker	USD $37,744
Total amount of fees paid to insurance company	USD $0
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $20,005
Insurance broker organization code?	4
Insurance broker name	DAVID M WEBER

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

892548+001

Policy instance

Insurance contract or identification number	892548+001
Number of Individuals Covered	495
Insurance policy start date	2011-07-01
Insurance policy end date	2012-06-30
Total amount of commissions paid to insurance broker	USD $35,045
Total amount of fees paid to insurance company	USD $0
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	ORANGE COUNTY HEAD START INC
Employer identification number (EIN):	953411088
NAIC Classification:	813000
NAIC Description:	Religious, Grantmaking, Civic, Professional, and Similar Organizations