LIFE OPTIONS, VOCATIONAL & RESOURCE has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan HEALTH & WELFARE BENEFIT PLAN FOR LIFE OPTIONS, VOCATIONAL & RESOURCE CENTER
401k plan membership statisitcs for HEALTH & WELFARE BENEFIT PLAN FOR LIFE OPTIONS, VOCATIONAL & RESOURCE CENTER
| Measure | Date | Value |
|---|
| 2017: HEALTH & WELFARE BENEFIT PLAN FOR LIFE OPTIONS, VOCATIONAL & RESOURCE CENTER 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-06-01 | 0 |
| Total of all active and inactive participants | 2017-06-01 | 0 |
| Total participants | 2017-06-01 | 0 |
| 2016: HEALTH & WELFARE BENEFIT PLAN FOR LIFE OPTIONS, VOCATIONAL & RESOURCE CENTER 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-06-01 | 0 |
| Total of all active and inactive participants | 2016-06-01 | 0 |
| Total participants | 2016-06-01 | 0 |
| 2015: HEALTH & WELFARE BENEFIT PLAN FOR LIFE OPTIONS, VOCATIONAL & RESOURCE CENTER 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-06-01 | 0 |
| Total of all active and inactive participants | 2015-06-01 | 0 |
| Total participants | 2015-06-01 | 0 |
| 2014: HEALTH & WELFARE BENEFIT PLAN FOR LIFE OPTIONS, VOCATIONAL & RESOURCE CENTER 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-06-01 | 22 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-06-01 | 22 |
| Total of all active and inactive participants | 2014-06-01 | 22 |
| Total participants | 2014-06-01 | 0 |
| 2013: HEALTH & WELFARE BENEFIT PLAN FOR LIFE OPTIONS, VOCATIONAL & RESOURCE CENTER 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-06-01 | 22 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-06-01 | 29 |
| Total of all active and inactive participants | 2013-06-01 | 29 |
| Total participants | 2013-06-01 | 0 |
| 2012: HEALTH & WELFARE BENEFIT PLAN FOR LIFE OPTIONS, VOCATIONAL & RESOURCE CENTER 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-06-01 | 24 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-06-01 | 22 |
| Total of all active and inactive participants | 2012-06-01 | 22 |
| Total participants | 2012-06-01 | 0 |
| 2011: HEALTH & WELFARE BENEFIT PLAN FOR LIFE OPTIONS, VOCATIONAL & RESOURCE CENTER 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-06-01 | 18 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-06-01 | 24 |
| Total of all active and inactive participants | 2011-06-01 | 24 |
| Total participants | 2011-06-01 | 24 |
| 2009: HEALTH & WELFARE BENEFIT PLAN FOR LIFE OPTIONS, VOCATIONAL & RESOURCE CENTER 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-06-01 | 19 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-06-01 | 16 |
| Total of all active and inactive participants | 2009-06-01 | 16 |
| Total participants | 2009-06-01 | 16 |
| Measure | Date | Value |
|---|
| 2017 : HEALTH & WELFARE BENEFIT PLAN FOR LIFE OPTIONS, VOCATIONAL & RESOURCE CENTER 2017 401k financial data |
|---|
| Transfers to/from the plan | 2017-09-30 | $-127,092 |
| Expenses. Total of all expenses incurred | 2017-09-30 | $5,761 |
| Total plan assets at end of year | 2017-09-30 | $0 |
| Total plan assets at beginning of year | 2017-09-30 | $132,853 |
| Value of fidelity bond covering the plan | 2017-09-30 | $14,000 |
| Expenses. Other expenses not covered elsewhere | 2017-09-30 | $5,761 |
| Net income (gross income less expenses) | 2017-09-30 | $-5,761 |
| Net plan assets at end of year (total assets less liabilities) | 2017-09-30 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-09-30 | $132,853 |
| Expenses. Total of all expenses incurred | 2017-05-31 | $5,806 |
| Total plan assets at end of year | 2017-05-31 | $132,853 |
| Total plan assets at beginning of year | 2017-05-31 | $138,659 |
| Value of fidelity bond covering the plan | 2017-05-31 | $14,000 |
| Net income (gross income less expenses) | 2017-05-31 | $-5,806 |
| Net plan assets at end of year (total assets less liabilities) | 2017-05-31 | $132,853 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-05-31 | $138,659 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-05-31 | $5,806 |
| 2016 : HEALTH & WELFARE BENEFIT PLAN FOR LIFE OPTIONS, VOCATIONAL & RESOURCE CENTER 2016 401k financial data |
|---|
| Expenses. Total of all expenses incurred | 2016-05-31 | $3,617 |
| Total plan assets at end of year | 2016-05-31 | $138,659 |
| Total plan assets at beginning of year | 2016-05-31 | $142,276 |
| Value of fidelity bond covering the plan | 2016-05-31 | $20,000 |
| Net income (gross income less expenses) | 2016-05-31 | $-3,617 |
| Net plan assets at end of year (total assets less liabilities) | 2016-05-31 | $138,659 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-05-31 | $142,276 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-05-31 | $3,617 |
| 2015 : HEALTH & WELFARE BENEFIT PLAN FOR LIFE OPTIONS, VOCATIONAL & RESOURCE CENTER 2015 401k financial data |
|---|
| Expenses. Total of all expenses incurred | 2015-05-31 | $11,137 |
| Benefits paid (including direct rollovers) | 2015-05-31 | $3,197 |
| Total plan assets at end of year | 2015-05-31 | $142,276 |
| Total plan assets at beginning of year | 2015-05-31 | $153,413 |
| Value of fidelity bond covering the plan | 2015-05-31 | $25,000 |
| Expenses. Other expenses not covered elsewhere | 2015-05-31 | $268 |
| Net income (gross income less expenses) | 2015-05-31 | $-11,137 |
| Net plan assets at end of year (total assets less liabilities) | 2015-05-31 | $142,276 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-05-31 | $153,413 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-05-31 | $7,672 |
| 2014 : HEALTH & WELFARE BENEFIT PLAN FOR LIFE OPTIONS, VOCATIONAL & RESOURCE CENTER 2014 401k financial data |
|---|
| Total income from all sources | 2014-05-31 | $62,200 |
| Expenses. Total of all expenses incurred | 2014-05-31 | $53,498 |
| Benefits paid (including direct rollovers) | 2014-05-31 | $26,807 |
| Total plan assets at end of year | 2014-05-31 | $153,413 |
| Total plan assets at beginning of year | 2014-05-31 | $144,711 |
| Value of fidelity bond covering the plan | 2014-05-31 | $20,000 |
| Expenses. Other expenses not covered elsewhere | 2014-05-31 | $2,476 |
| Net income (gross income less expenses) | 2014-05-31 | $8,702 |
| Net plan assets at end of year (total assets less liabilities) | 2014-05-31 | $153,413 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-05-31 | $144,711 |
| Total contributions received or receivable from employer(s) | 2014-05-31 | $62,200 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-05-31 | $24,215 |
| 2013 : HEALTH & WELFARE BENEFIT PLAN FOR LIFE OPTIONS, VOCATIONAL & RESOURCE CENTER 2013 401k financial data |
|---|
| Total income from all sources | 2013-05-31 | $71,997 |
| Expenses. Total of all expenses incurred | 2013-05-31 | $54,351 |
| Benefits paid (including direct rollovers) | 2013-05-31 | $28,407 |
| Total plan assets at end of year | 2013-05-31 | $144,711 |
| Total plan assets at beginning of year | 2013-05-31 | $127,065 |
| Value of fidelity bond covering the plan | 2013-05-31 | $20,000 |
| Expenses. Other expenses not covered elsewhere | 2013-05-31 | $2,017 |
| Net income (gross income less expenses) | 2013-05-31 | $17,646 |
| Net plan assets at end of year (total assets less liabilities) | 2013-05-31 | $144,711 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-05-31 | $127,065 |
| Total contributions received or receivable from employer(s) | 2013-05-31 | $71,997 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-05-31 | $23,927 |
| 2012 : HEALTH & WELFARE BENEFIT PLAN FOR LIFE OPTIONS, VOCATIONAL & RESOURCE CENTER 2012 401k financial data |
|---|
| Total income from all sources | 2012-05-31 | $54,071 |
| Expenses. Total of all expenses incurred | 2012-05-31 | $40,537 |
| Benefits paid (including direct rollovers) | 2012-05-31 | $17,363 |
| Total plan assets at end of year | 2012-05-31 | $127,065 |
| Total plan assets at beginning of year | 2012-05-31 | $113,531 |
| Value of fidelity bond covering the plan | 2012-05-31 | $15,000 |
| Expenses. Other expenses not covered elsewhere | 2012-05-31 | $2,001 |
| Net income (gross income less expenses) | 2012-05-31 | $13,534 |
| Net plan assets at end of year (total assets less liabilities) | 2012-05-31 | $127,065 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-05-31 | $113,531 |
| Total contributions received or receivable from employer(s) | 2012-05-31 | $54,071 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-05-31 | $21,173 |
| 2011 : HEALTH & WELFARE BENEFIT PLAN FOR LIFE OPTIONS, VOCATIONAL & RESOURCE CENTER 2011 401k financial data |
|---|
| Total income from all sources | 2011-05-31 | $43,529 |
| Expenses. Total of all expenses incurred | 2011-05-31 | $29,171 |
| Benefits paid (including direct rollovers) | 2011-05-31 | $12,078 |
| Total plan assets at end of year | 2011-05-31 | $113,531 |
| Total plan assets at beginning of year | 2011-05-31 | $99,173 |
| Value of fidelity bond covering the plan | 2011-05-31 | $10,000 |
| Expenses. Other expenses not covered elsewhere | 2011-05-31 | $1,693 |
| Net income (gross income less expenses) | 2011-05-31 | $14,358 |
| Net plan assets at end of year (total assets less liabilities) | 2011-05-31 | $113,531 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-05-31 | $99,173 |
| Total contributions received or receivable from employer(s) | 2011-05-31 | $43,529 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-05-31 | $15,400 |
| 2017: HEALTH & WELFARE BENEFIT PLAN FOR LIFE OPTIONS, VOCATIONAL & RESOURCE CENTER 2017 form 5500 responses |
|---|
| 2017-06-01 | Type of plan entity | Single employer plan |
| 2017-06-01 | This submission is the final filing | Yes |
| 2017-06-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
| 2017-06-01 | Plan funding arrangement – Trust | Yes |
| 2017-06-01 | Plan benefit arrangement - Trust | Yes |
| 2016: HEALTH & WELFARE BENEFIT PLAN FOR LIFE OPTIONS, VOCATIONAL & RESOURCE CENTER 2016 form 5500 responses |
|---|
| 2016-06-01 | Type of plan entity | Single employer plan |
| 2016-06-01 | Plan funding arrangement – Trust | Yes |
| 2016-06-01 | Plan benefit arrangement - Trust | Yes |
| 2015: HEALTH & WELFARE BENEFIT PLAN FOR LIFE OPTIONS, VOCATIONAL & RESOURCE CENTER 2015 form 5500 responses |
|---|
| 2015-06-01 | Type of plan entity | Single employer plan |
| 2015-06-01 | Plan funding arrangement – Trust | Yes |
| 2015-06-01 | Plan benefit arrangement - Trust | Yes |
| 2014: HEALTH & WELFARE BENEFIT PLAN FOR LIFE OPTIONS, VOCATIONAL & RESOURCE CENTER 2014 form 5500 responses |
|---|
| 2014-06-01 | Type of plan entity | Single employer plan |
| 2014-06-01 | Plan funding arrangement – Trust | Yes |
| 2014-06-01 | Plan benefit arrangement – Insurance | Yes |
| 2014-06-01 | Plan benefit arrangement - Trust | Yes |
| 2013: HEALTH & WELFARE BENEFIT PLAN FOR LIFE OPTIONS, VOCATIONAL & RESOURCE CENTER 2013 form 5500 responses |
|---|
| 2013-06-01 | Type of plan entity | Single employer plan |
| 2013-06-01 | Plan funding arrangement – Trust | Yes |
| 2013-06-01 | Plan benefit arrangement – Insurance | Yes |
| 2013-06-01 | Plan benefit arrangement - Trust | Yes |
| 2012: HEALTH & WELFARE BENEFIT PLAN FOR LIFE OPTIONS, VOCATIONAL & RESOURCE CENTER 2012 form 5500 responses |
|---|
| 2012-06-01 | Type of plan entity | Single employer plan |
| 2012-06-01 | Plan funding arrangement – Trust | Yes |
| 2012-06-01 | Plan benefit arrangement – Insurance | Yes |
| 2012-06-01 | Plan benefit arrangement - Trust | Yes |
| 2011: HEALTH & WELFARE BENEFIT PLAN FOR LIFE OPTIONS, VOCATIONAL & RESOURCE CENTER 2011 form 5500 responses |
|---|
| 2011-06-01 | Type of plan entity | Single employer plan |
| 2011-06-01 | Plan funding arrangement – Trust | Yes |
| 2011-06-01 | Plan benefit arrangement – Insurance | Yes |
| 2011-06-01 | Plan benefit arrangement - Trust | Yes |
| 2009: HEALTH & WELFARE BENEFIT PLAN FOR LIFE OPTIONS, VOCATIONAL & RESOURCE CENTER 2009 form 5500 responses |
|---|
| 2009-06-01 | Type of plan entity | Single employer plan |
| 2009-06-01 | Plan funding arrangement – Trust | Yes |
| 2009-06-01 | Plan benefit arrangement – Insurance | Yes |
| 2009-06-01 | Plan benefit arrangement - Trust | Yes |
| AMERICAN NATIONAL INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60739 ) |
| Policy contract number | 646026-13 |
| Policy instance | 1 |
| Insurance contract or identification number | 646026-13 | | Number of Individuals Covered | 29 | | Insurance policy start date | 2014-06-01 | | Insurance policy end date | 2014-06-30 | | Welfare Benefit Premiums Paid to Carrier | USD $1,102 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| AMERICAN NATIONAL INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60739 ) |
| Policy contract number | 646026-12 |
| Policy instance | 1 |
| Insurance contract or identification number | 646026-12 | | Number of Individuals Covered | 29 | | Insurance policy start date | 2013-06-01 | | Insurance policy end date | 2013-06-30 | | Total amount of fees paid to insurance company | USD $941 | | Welfare Benefit Premiums Paid to Carrier | USD $941 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 941 | | Additional information about fees paid to insurance broker | REINSURANCE PREMIUMS | | Insurance broker organization code? | 3 | | Insurance broker name | KEN DRAKE |
|
| AMERICAN NATIONAL INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60739 ) |
| Policy contract number | 646026-13 |
| Policy instance | 2 |
| Insurance contract or identification number | 646026-13 | | Number of Individuals Covered | 29 | | Insurance policy start date | 2013-07-01 | | Insurance policy end date | 2014-05-31 | | Total amount of fees paid to insurance company | USD $10,346 | | Welfare Benefit Premiums Paid to Carrier | USD $10,346 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 10346 | | Additional information about fees paid to insurance broker | REINSURANCE PREMIUMS | | Insurance broker organization code? | 3 | | Insurance broker name | KEN DRAKE |
|
| AMERICAN NATIONAL INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60739 ) |
| Policy contract number | 646026-12 |
| Policy instance | 1 |
| Insurance contract or identification number | 646026-12 | | Number of Individuals Covered | 23 | | Insurance policy start date | 2012-07-01 | | Insurance policy end date | 2013-05-31 | | Total amount of fees paid to insurance company | USD $6,979 | | Welfare Benefit Premiums Paid to Carrier | USD $6,979 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 6979 | | Additional information about fees paid to insurance broker | REINSURANCE PREMIUMS | | Insurance broker organization code? | 3 | | Insurance broker name | KEN DRAKE |
|
| AMERICAN NATIONAL INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60739 ) |
| Policy contract number | 646026-11 |
| Policy instance | 2 |
| Insurance contract or identification number | 646026-11 | | Number of Individuals Covered | 23 | | Insurance policy start date | 2012-06-01 | | Insurance policy end date | 2012-06-30 | | Total amount of fees paid to insurance company | USD $634 | | Welfare Benefit Premiums Paid to Carrier | USD $634 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 634 | | Additional information about fees paid to insurance broker | REINSURANCE PREMIUMS | | Insurance broker organization code? | 3 | | Insurance broker name | KEN DRAKE |
|
| AMERICAN NATIONAL INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60739 ) |
| Policy contract number | 646026-11 |
| Policy instance | 1 |
| Insurance contract or identification number | 646026-11 | | Number of Individuals Covered | 22 | | Insurance policy start date | 2011-07-01 | | Insurance policy end date | 2012-05-31 | | Total amount of fees paid to insurance company | USD $5,590 | | Welfare Benefit Premiums Paid to Carrier | USD $5,590 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| AMERICAN NATIONAL INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60739 ) |
| Policy contract number | 746763-10 |
| Policy instance | 2 |
| Insurance contract or identification number | 746763-10 | | Number of Individuals Covered | 22 | | Insurance policy start date | 2011-06-01 | | Insurance policy end date | 2011-06-30 | | Total amount of fees paid to insurance company | USD $508 | | Welfare Benefit Premiums Paid to Carrier | USD $508 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| AMERICAN NATIONAL INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60739 ) |
| Policy contract number | IOA346010-09 |
| Policy instance | 1 |
| Insurance contract or identification number | IOA346010-09 | | Number of Individuals Covered | 18 | | Insurance policy start date | 2010-06-01 | | Insurance policy end date | 2010-06-30 | | Total amount of fees paid to insurance company | USD $324 | | Welfare Benefit Premiums Paid to Carrier | USD $324 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| AMERICAN NATIONAL INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60739 ) |
| Policy contract number | IOA346010-10 |
| Policy instance | 2 |
| Insurance contract or identification number | IOA346010-10 | | Number of Individuals Covered | 18 | | Insurance policy start date | 2010-07-01 | | Insurance policy end date | 2011-05-31 | | Total amount of fees paid to insurance company | USD $3,566 | | Welfare Benefit Premiums Paid to Carrier | USD $3,566 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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