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

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

Plan Name	ORANGE COUNTY HEAD START INC RETIREMENT SAVINGS PLAN UNION
Plan identification number	002

ORANGE COUNTY HEAD START INC RETIREMENT SAVINGS PLAN 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.
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 UNION

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2019-07-01
002 2018-07-01
002 2017-07-01
002 2016-07-01 LOYAL SHARP
002 2015-07-01 LOYAL SHARP
002 2014-07-01 LOYAL SHARP
002 2013-07-01 LOYAL SHARP
002 2012-07-01 LOYAL SHARP
002 2011-07-01 LOYAL SHARP
002 2009-07-01 LOYAL H. SHARP LOYAL H. SHARP 2011-04-15
002 2007-07-01 GLENN MCKEE
002 2006-07-01 GLENN MCKEE

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

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

Measure Date Value
2019: ORANGE COUNTY HEAD START INC RETIREMENT SAVINGS PLAN UNION 2019 401k membership
Total participants, beginning-of-year 2019-07-01 258
Total number of active participants reported on line 7a of the Form 5500 2019-07-01 0
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 0
Total of all active and inactive participants 2019-07-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-07-01 0
Total participants 2019-07-01 0
Number of participants with account balances 2019-07-01 0
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 UNION 2018 401k membership
Total participants, beginning-of-year 2018-07-01 277
Total number of active participants reported on line 7a of the Form 5500 2018-07-01 85
Number of retired or separated participants receiving benefits 2018-07-01 0
Number of other retired or separated participants entitled to future benefits 2018-07-01 173
Total of all active and inactive participants 2018-07-01 258
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-07-01 0
Total participants 2018-07-01 258
Number of participants with account balances 2018-07-01 210
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 UNION 2017 401k membership
Total participants, beginning-of-year 2017-07-01 290
Total number of active participants reported on line 7a of the Form 5500 2017-07-01 97
Number of retired or separated participants receiving benefits 2017-07-01 0
Number of other retired or separated participants entitled to future benefits 2017-07-01 180
Total of all active and inactive participants 2017-07-01 277
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-07-01 0
Total participants 2017-07-01 277
Number of participants with account balances 2017-07-01 252
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 UNION 2016 401k membership
Total participants, beginning-of-year 2016-07-01 316
Total number of active participants reported on line 7a of the Form 5500 2016-07-01 114
Number of retired or separated participants receiving benefits 2016-07-01 0
Number of other retired or separated participants entitled to future benefits 2016-07-01 176
Total of all active and inactive participants 2016-07-01 290
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-07-01 0
Total participants 2016-07-01 290
Number of participants with account balances 2016-07-01 259
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 UNION 2015 401k membership
Total participants, beginning-of-year 2015-07-01 285
Total number of active participants reported on line 7a of the Form 5500 2015-07-01 171
Number of retired or separated participants receiving benefits 2015-07-01 0
Number of other retired or separated participants entitled to future benefits 2015-07-01 145
Total of all active and inactive participants 2015-07-01 316
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-07-01 0
Total participants 2015-07-01 316
Number of participants with account balances 2015-07-01 272
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 UNION 2014 401k membership
Total participants, beginning-of-year 2014-07-01 306
Total number of active participants reported on line 7a of the Form 5500 2014-07-01 131
Number of retired or separated participants receiving benefits 2014-07-01 0
Number of other retired or separated participants entitled to future benefits 2014-07-01 154
Total of all active and inactive participants 2014-07-01 285
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-07-01 0
Total participants 2014-07-01 285
Number of participants with account balances 2014-07-01 285
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 UNION 2013 401k membership
Total participants, beginning-of-year 2013-07-01 332
Total number of active participants reported on line 7a of the Form 5500 2013-07-01 151
Number of retired or separated participants receiving benefits 2013-07-01 0
Number of other retired or separated participants entitled to future benefits 2013-07-01 155
Total of all active and inactive participants 2013-07-01 306
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-07-01 0
Total participants 2013-07-01 306
Number of participants with account balances 2013-07-01 306
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 UNION 2012 401k membership
Total participants, beginning-of-year 2012-07-01 396
Total number of active participants reported on line 7a of the Form 5500 2012-07-01 168
Number of retired or separated participants receiving benefits 2012-07-01 0
Number of other retired or separated participants entitled to future benefits 2012-07-01 164
Total of all active and inactive participants 2012-07-01 332
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-07-01 0
Total participants 2012-07-01 332
Number of participants with account balances 2012-07-01 330
2011: ORANGE COUNTY HEAD START INC RETIREMENT SAVINGS PLAN UNION 2011 401k membership
Total participants, beginning-of-year 2011-07-01 415
Total number of active participants reported on line 7a of the Form 5500 2011-07-01 274
Number of retired or separated participants receiving benefits 2011-07-01 0
Number of other retired or separated participants entitled to future benefits 2011-07-01 122
Total of all active and inactive participants 2011-07-01 396
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-07-01 0
Total participants 2011-07-01 396
Number of participants with account balances 2011-07-01 396
2009: ORANGE COUNTY HEAD START INC RETIREMENT SAVINGS PLAN UNION 2009 401k membership
Total participants, beginning-of-year 2009-07-01 377
Total number of active participants reported on line 7a of the Form 5500 2009-07-01 400
Total of all active and inactive participants 2009-07-01 400
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-07-01 0
Total participants 2009-07-01 400
Number of participants with account balances 2009-07-01 397
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-07-01 3

Measure	Date	Value
2019: ORANGE COUNTY HEAD START INC RETIREMENT SAVINGS PLAN UNION 2019 401k membership
Total participants, beginning-of-year	2019-07-01	258
Total number of active participants reported on line 7a of the Form 5500	2019-07-01	0
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	0
Total of all active and inactive participants	2019-07-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-07-01	0
Total participants	2019-07-01	0
Number of participants with account balances	2019-07-01	0
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 UNION 2018 401k membership
Total participants, beginning-of-year	2018-07-01	277
Total number of active participants reported on line 7a of the Form 5500	2018-07-01	85
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	173
Total of all active and inactive participants	2018-07-01	258
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-07-01	0
Total participants	2018-07-01	258
Number of participants with account balances	2018-07-01	210
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 UNION 2017 401k membership
Total participants, beginning-of-year	2017-07-01	290
Total number of active participants reported on line 7a of the Form 5500	2017-07-01	97
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	180
Total of all active and inactive participants	2017-07-01	277
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-07-01	0
Total participants	2017-07-01	277
Number of participants with account balances	2017-07-01	252
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 UNION 2016 401k membership
Total participants, beginning-of-year	2016-07-01	316
Total number of active participants reported on line 7a of the Form 5500	2016-07-01	114
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	176
Total of all active and inactive participants	2016-07-01	290
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-07-01	0
Total participants	2016-07-01	290
Number of participants with account balances	2016-07-01	259
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 UNION 2015 401k membership
Total participants, beginning-of-year	2015-07-01	285
Total number of active participants reported on line 7a of the Form 5500	2015-07-01	171
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	145
Total of all active and inactive participants	2015-07-01	316
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-07-01	0
Total participants	2015-07-01	316
Number of participants with account balances	2015-07-01	272
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 UNION 2014 401k membership
Total participants, beginning-of-year	2014-07-01	306
Total number of active participants reported on line 7a of the Form 5500	2014-07-01	131
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	154
Total of all active and inactive participants	2014-07-01	285
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-07-01	0
Total participants	2014-07-01	285
Number of participants with account balances	2014-07-01	285
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 UNION 2013 401k membership
Total participants, beginning-of-year	2013-07-01	332
Total number of active participants reported on line 7a of the Form 5500	2013-07-01	151
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	155
Total of all active and inactive participants	2013-07-01	306
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-07-01	0
Total participants	2013-07-01	306
Number of participants with account balances	2013-07-01	306
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 UNION 2012 401k membership
Total participants, beginning-of-year	2012-07-01	396
Total number of active participants reported on line 7a of the Form 5500	2012-07-01	168
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	164
Total of all active and inactive participants	2012-07-01	332
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-07-01	0
Total participants	2012-07-01	332
Number of participants with account balances	2012-07-01	330
2011: ORANGE COUNTY HEAD START INC RETIREMENT SAVINGS PLAN UNION 2011 401k membership
Total participants, beginning-of-year	2011-07-01	415
Total number of active participants reported on line 7a of the Form 5500	2011-07-01	274
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	122
Total of all active and inactive participants	2011-07-01	396
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-07-01	0
Total participants	2011-07-01	396
Number of participants with account balances	2011-07-01	396
2009: ORANGE COUNTY HEAD START INC RETIREMENT SAVINGS PLAN UNION 2009 401k membership
Total participants, beginning-of-year	2009-07-01	377
Total number of active participants reported on line 7a of the Form 5500	2009-07-01	400
Total of all active and inactive participants	2009-07-01	400
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-07-01	0
Total participants	2009-07-01	400
Number of participants with account balances	2009-07-01	397
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-07-01	3

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

Measure	Date	Value
2019 : ORANGE COUNTY HEAD START INC RETIREMENT SAVINGS PLAN UNION 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-09-01	$0
Total transfer of assets from this plan	2019-09-01	$2,441,779
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-09-01	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-09-01	$0
Total income from all sources (including contributions)	2019-09-01	$18,762
Total loss/gain on sale of assets	2019-09-01	$0
Total of all expenses incurred	2019-09-01	$72,815
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-09-01	$72,765
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-09-01	$13,505
Value of total assets at end of year	2019-09-01	$0
Value of total assets at beginning of year	2019-09-01	$2,495,832
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-09-01	$50
Total interest from all sources	2019-09-01	$9,920
Total dividends received (eg from common stock, registered investment company shares)	2019-09-01	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-09-01	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2019-09-01	$0
Was this plan covered by a fidelity bond	2019-09-01	Yes
Value of fidelity bond cover	2019-09-01	$500,000
If this is an individual account plan, was there a blackout period	2019-09-01	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-09-01	$0
Were there any nonexempt tranactions with any party-in-interest	2019-09-01	No
Participant contributions at end of year	2019-09-01	$0
Participant contributions at beginning of year	2019-09-01	$49,599
Income. Received or receivable in cash from other sources (including rollovers)	2019-09-01	$13,505
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-09-01	No
Value of net income/loss	2019-09-01	$-54,053
Value of net assets at end of year (total assets less liabilities)	2019-09-01	$0
Value of net assets at beginning of year (total assets less liabilities)	2019-09-01	$2,495,832
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-09-01	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-09-01	No
Were any leases to which the plan was party in default or uncollectible	2019-09-01	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-09-01	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-09-01	$417,023
Interest on participant loans	2019-09-01	$0
Interest earned on other investments	2019-09-01	$9,920
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-09-01	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-09-01	$2,029,210
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-09-01	$-4,663
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-09-01	No
Was there a failure to transmit to the plan any participant contributions	2019-09-01	No
Has the plan failed to provide any benefit when due under the plan	2019-09-01	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-09-01	$72,765
Contract administrator fees	2019-09-01	$50
Did the plan have assets held for investment	2019-09-01	No
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	2019-09-01	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-09-01	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-09-01	Yes
Opinion of an independent qualified public accountant for this plan	2019-09-01	Disclaimer
Accountancy firm name	2019-09-01	ROSSI DOSKCITI & FINKLESRION
Accountancy firm EIN	2019-09-01	954091474
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	$94,619
Total loss/gain on sale of assets	2019-06-30	$0
Total of all expenses incurred	2019-06-30	$914,400
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-06-30	$910,778
Expenses. Certain deemed distributions of participant loans	2019-06-30	$3,622
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-06-30	$0
Value of total assets at end of year	2019-06-30	$2,495,832
Value of total assets at beginning of year	2019-06-30	$3,315,613
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-06-30	$0
Total interest from all sources	2019-06-30	$70,255
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
Participant contributions at end of year	2019-06-30	$49,599
Participant contributions at beginning of year	2019-06-30	$70,375
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	$-819,781
Value of net assets at end of year (total assets less liabilities)	2019-06-30	$2,495,832
Value of net assets at beginning of year (total assets less liabilities)	2019-06-30	$3,315,613
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	$417,023
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-06-30	$513,842
Interest earned on other investments	2019-06-30	$70,255
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-06-30	$2,029,210
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-06-30	$2,731,396
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-06-30	$24,364
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	No
Has the plan failed to provide any benefit when due under the plan	2019-06-30	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-06-30	$910,778
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 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	$137,419
Total loss/gain on sale of assets	2018-06-30	$0
Total of all expenses incurred	2018-06-30	$104,628
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-06-30	$104,263
Expenses. Certain deemed distributions of participant loans	2018-06-30	$315
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-06-30	$0
Value of total assets at end of year	2018-06-30	$3,315,613
Value of total assets at beginning of year	2018-06-30	$3,282,822
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-06-30	$50
Total interest from all sources	2018-06-30	$81,105
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
Participant contributions at end of year	2018-06-30	$70,375
Participant contributions at beginning of year	2018-06-30	$94,613
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	$32,791
Value of net assets at end of year (total assets less liabilities)	2018-06-30	$3,315,613
Value of net assets at beginning of year (total assets less liabilities)	2018-06-30	$3,282,822
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	$513,842
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-06-30	$460,914
Interest on participant loans	2018-06-30	$7,883
Interest earned on other investments	2018-06-30	$73,222
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-06-30	$2,731,396
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-06-30	$2,727,295
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-06-30	$56,314
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	No
Has the plan failed to provide any benefit when due under the plan	2018-06-30	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-06-30	$104,263
Contract administrator fees	2018-06-30	$50
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 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	$148,486
Total loss/gain on sale of assets	2017-06-30	$0
Total of all expenses incurred	2017-06-30	$94,326
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-06-30	$94,046
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-06-30	$0
Value of total assets at end of year	2017-06-30	$3,282,822
Value of total assets at beginning of year	2017-06-30	$3,228,662
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-06-30	$280
Total interest from all sources	2017-06-30	$80,474
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
Participant contributions at end of year	2017-06-30	$94,613
Participant contributions at beginning of year	2017-06-30	$96,623
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	$54,160
Value of net assets at end of year (total assets less liabilities)	2017-06-30	$3,282,822
Value of net assets at beginning of year (total assets less liabilities)	2017-06-30	$3,228,662
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	$460,914
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-06-30	$399,819
Interest earned on other investments	2017-06-30	$80,474
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-06-30	$2,727,295
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-06-30	$2,732,220
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-06-30	$68,012
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	No
Has the plan failed to provide any benefit when due under the plan	2017-06-30	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-06-30	$94,046
Contract administrator fees	2017-06-30	$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 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	$76,568
Total loss/gain on sale of assets	2016-06-30	$0
Total of all expenses incurred	2016-06-30	$175,492
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-06-30	$175,392
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-06-30	$0
Value of total assets at end of year	2016-06-30	$3,228,662
Value of total assets at beginning of year	2016-06-30	$3,327,586
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-06-30	$100
Total interest from all sources	2016-06-30	$81,381
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
Participant contributions at end of year	2016-06-30	$96,623
Participant contributions at beginning of year	2016-06-30	$131,897
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	$-98,924
Value of net assets at end of year (total assets less liabilities)	2016-06-30	$3,228,662
Value of net assets at beginning of year (total assets less liabilities)	2016-06-30	$3,327,586
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	$399,819
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-06-30	$408,253
Interest on participant loans	2016-06-30	$11
Interest earned on other investments	2016-06-30	$81,370
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-06-30	$2,732,220
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-06-30	$2,787,436
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-06-30	$-4,813
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	No
Has the plan failed to provide any benefit when due under the plan	2016-06-30	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-06-30	$175,392
Contract administrator fees	2016-06-30	$100
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 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	$101,014
Total loss/gain on sale of assets	2015-06-30	$0
Total of all expenses incurred	2015-06-30	$163,827
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-06-30	$158,964
Expenses. Certain deemed distributions of participant loans	2015-06-30	$4,663
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-06-30	$0
Value of total assets at end of year	2015-06-30	$3,327,586
Value of total assets at beginning of year	2015-06-30	$3,390,399
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-06-30	$200
Total interest from all sources	2015-06-30	$82,095
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
Participant contributions at end of year	2015-06-30	$131,897
Participant contributions at beginning of year	2015-06-30	$154,915
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	$-62,813
Value of net assets at end of year (total assets less liabilities)	2015-06-30	$3,327,586
Value of net assets at beginning of year (total assets less liabilities)	2015-06-30	$3,390,399
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	$408,253
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-06-30	$371,526
Interest on participant loans	2015-06-30	$1
Interest earned on other investments	2015-06-30	$82,094
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-06-30	$2,787,436
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-06-30	$2,863,958
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-06-30	$18,919
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	No
Has the plan failed to provide any benefit when due under the plan	2015-06-30	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-06-30	$158,964
Contract administrator fees	2015-06-30	$200
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 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	$152,118
Total loss/gain on sale of assets	2014-06-30	$0
Total of all expenses incurred	2014-06-30	$252,289
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-06-30	$251,839
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-06-30	$0
Value of total assets at end of year	2014-06-30	$3,390,399
Value of total assets at beginning of year	2014-06-30	$3,490,570
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-06-30	$450
Total interest from all sources	2014-06-30	$86,351
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
Participant contributions at end of year	2014-06-30	$154,915
Participant contributions at beginning of year	2014-06-30	$183,747
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	$-100,171
Value of net assets at end of year (total assets less liabilities)	2014-06-30	$3,390,399
Value of net assets at beginning of year (total assets less liabilities)	2014-06-30	$3,490,570
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	$371,526
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-06-30	$284,277
Interest on participant loans	2014-06-30	$13
Interest earned on other investments	2014-06-30	$86,338
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-06-30	$2,863,958
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-06-30	$3,022,546
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-06-30	$65,767
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	No
Has the plan failed to provide any benefit when due under the plan	2014-06-30	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-06-30	$251,839
Contract administrator fees	2014-06-30	$450
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 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	$134,705
Total loss/gain on sale of assets	2013-06-30	$0
Total of all expenses incurred	2013-06-30	$913,586
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-06-30	$907,963
Expenses. Certain deemed distributions of participant loans	2013-06-30	$5,023
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-06-30	$0
Value of total assets at end of year	2013-06-30	$3,490,570
Value of total assets at beginning of year	2013-06-30	$4,269,451
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-06-30	$600
Total interest from all sources	2013-06-30	$92,604
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
Participant contributions at end of year	2013-06-30	$183,747
Participant contributions at beginning of year	2013-06-30	$179,660
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	$-778,881
Value of net assets at end of year (total assets less liabilities)	2013-06-30	$3,490,570
Value of net assets at beginning of year (total assets less liabilities)	2013-06-30	$4,269,451
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	$284,277
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-06-30	$285,335
Interest on participant loans	2013-06-30	$18
Interest earned on other investments	2013-06-30	$92,586
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-06-30	$3,022,546
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-06-30	$3,804,456
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-06-30	$42,101
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	No
Has the plan failed to provide any benefit when due under the plan	2013-06-30	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-06-30	$907,963
Contract administrator fees	2013-06-30	$600
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 & FINKLESTEIN
Accountancy firm EIN	2013-06-30	954091474
2012 : ORANGE COUNTY HEAD START INC RETIREMENT SAVINGS PLAN 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	$127,311
Total loss/gain on sale of assets	2012-06-30	$0
Total of all expenses incurred	2012-06-30	$341,251
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-06-30	$330,094
Expenses. Certain deemed distributions of participant loans	2012-06-30	$10,507
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-06-30	$16,750
Value of total assets at end of year	2012-06-30	$4,269,451
Value of total assets at beginning of year	2012-06-30	$4,483,391
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-06-30	$650
Total interest from all sources	2012-06-30	$115,822
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
Participant contributions at end of year	2012-06-30	$179,660
Participant contributions at beginning of year	2012-06-30	$167,766
Income. Received or receivable in cash from other sources (including rollovers)	2012-06-30	$16,750
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	$-213,940
Value of net assets at end of year (total assets less liabilities)	2012-06-30	$4,269,451
Value of net assets at beginning of year (total assets less liabilities)	2012-06-30	$4,483,391
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	$285,335
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-06-30	$307,484
Interest on participant loans	2012-06-30	$38
Interest earned on other investments	2012-06-30	$115,784
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-06-30	$3,804,456
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-06-30	$4,008,141
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-06-30	$-5,261
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-06-30	$330,094
Contract administrator fees	2012-06-30	$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
2011 : ORANGE COUNTY HEAD START INC RETIREMENT SAVINGS PLAN UNION 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-06-30	$0
Total income from all sources (including contributions)	2011-06-30	$555,723
Total loss/gain on sale of assets	2011-06-30	$0
Total of all expenses incurred	2011-06-30	$168,090
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-06-30	$167,490
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-06-30	$372,780
Value of total assets at end of year	2011-06-30	$4,483,391
Value of total assets at beginning of year	2011-06-30	$4,095,758
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-06-30	$600
Total interest from all sources	2011-06-30	$117,530
Total dividends received (eg from common stock, registered investment company shares)	2011-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-06-30	No
Was this plan covered by a fidelity bond	2011-06-30	Yes
Value of fidelity bond cover	2011-06-30	$25,000
If this is an individual account plan, was there a blackout period	2011-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2011-06-30	No
Contributions received from participants	2011-06-30	$128,799
Participant contributions at end of year	2011-06-30	$167,766
Participant contributions at beginning of year	2011-06-30	$108,856
Income. Received or receivable in cash from other sources (including rollovers)	2011-06-30	$496
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-06-30	No
Value of net income/loss	2011-06-30	$387,633
Value of net assets at end of year (total assets less liabilities)	2011-06-30	$4,483,391
Value of net assets at beginning of year (total assets less liabilities)	2011-06-30	$4,095,758
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-06-30	No
Were any leases to which the plan was party in default or uncollectible	2011-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-06-30	$307,484
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-06-30	$207,519
Interest on participant loans	2011-06-30	$99
Interest earned on other investments	2011-06-30	$117,431
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-06-30	$4,008,141
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-06-30	$3,779,383
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-06-30	$65,413
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-06-30	No
Was there a failure to transmit to the plan any participant contributions	2011-06-30	No
Has the plan failed to provide any benefit when due under the plan	2011-06-30	No
Contributions received in cash from employer	2011-06-30	$243,485
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-06-30	$167,490
Contract administrator fees	2011-06-30	$600
Did the plan have assets held for investment	2011-06-30	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	2011-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2011-06-30	Disclaimer
Accountancy firm name	2011-06-30	ROSSI DOSKOCIL & FINKLESTEIN
Accountancy firm EIN	2011-06-30	954091474
2010 : ORANGE COUNTY HEAD START INC RETIREMENT SAVINGS PLAN UNION 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-06-30	$0

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

2019: ORANGE COUNTY HEAD START INC RETIREMENT SAVINGS PLAN 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	Yes
2019-07-01	This return/report is a short plan year return/report (less than 12 months)	Yes
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 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 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 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 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 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 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 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 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
2009: ORANGE COUNTY HEAD START INC RETIREMENT SAVINGS PLAN UNION 2009 form 5500 responses
2009-07-01	Type of plan entity	Single employer plan
2009-07-01	Submission has been amended	No
2009-07-01	This submission is the final filing	No
2009-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-07-01	Plan is a collectively bargained plan	No
2009-07-01	Plan funding arrangement – Insurance	Yes
2009-07-01	Plan funding arrangement – Trust	Yes
2009-07-01	Plan benefit arrangement – Insurance	Yes
2009-07-01	Plan benefit arrangement - Trust	Yes
2007: ORANGE COUNTY HEAD START INC RETIREMENT SAVINGS PLAN 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 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	0
Insurance policy start date	2019-07-01
Insurance policy end date	2019-08-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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

892549+001

Policy instance

Insurance contract or identification number	892549+001
Number of Individuals Covered	210
Insurance policy start date	2018-07-01
Insurance policy end date	2019-06-30
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

892549+001

Policy instance

Insurance contract or identification number	892549+001
Number of Individuals Covered	251
Insurance policy start date	2017-07-01
Insurance policy end date	2018-06-30
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

892549+001

Policy instance

Insurance contract or identification number	892549+001
Number of Individuals Covered	272
Insurance policy start date	2015-07-01
Insurance policy end date	2016-06-30
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

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	285
Insurance policy start date	2014-07-01
Insurance policy end date	2015-06-30
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

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	306
Insurance policy start date	2013-07-01
Insurance policy end date	2014-06-30
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

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	330
Insurance policy start date	2012-07-01
Insurance policy end date	2013-06-30
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

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	396
Insurance policy start date	2011-07-01
Insurance policy end date	2012-06-30
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

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	415
Insurance policy start date	2010-07-01
Insurance policy end date	2011-06-30
Total amount of commissions paid to insurance broker	USD $9,314
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