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403(B) THRIFT PLAN OF KCAA PRESCHOOLS OF HAWAI I 401k Plan overview

Plan Name403(B) THRIFT PLAN OF KCAA PRESCHOOLS OF HAWAI I
Plan identification number 004

403(B) THRIFT PLAN OF KCAA PRESCHOOLS OF HAWAI I Benefits

401k Plan TypeDefined 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

KCAA PRESCHOOLS OF HAWAI I has sponsored the creation of one or more 401k plans.

Company Name:KCAA PRESCHOOLS OF HAWAI I
Employer identification number (EIN):990075242
NAIC Classification:624410
NAIC Description:Child Day Care Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 403(B) THRIFT PLAN OF KCAA PRESCHOOLS OF HAWAI I

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0042022-01-01TODD OKAMOTO2023-10-03
0042021-01-01TODD OKAMOTO2022-10-05
0042020-01-01
0042019-01-01
0042018-01-01
0042017-01-01NEIL F OSATO NEIL F OSATO2018-07-25
0042016-01-01NEIL OSATO NEIL OSATO2017-07-07
0042015-01-01KIMBERLY RICHARDSON KIMBERLY RICHARDSON2016-07-13
0042014-01-01KIMBERLY RICHARDSON KIMBERLY RICHARDSON2015-07-14
0042013-01-01CARRIE PERDUE-GRAHAM CARRIE PERDUE-GRAHAM2014-07-16
0042012-01-01CHRISTINA COX CHRISTINA COX2013-07-16
0042011-01-01CHRISTINA COX CHRISTINA COX2012-08-21
0042010-01-01CHRISTINA COX CHRISTINA COX2011-07-21

Plan Statistics for 403(B) THRIFT PLAN OF KCAA PRESCHOOLS OF HAWAI I

401k plan membership statisitcs for 403(B) THRIFT PLAN OF KCAA PRESCHOOLS OF HAWAI I

Measure Date Value
2020: 403(B) THRIFT PLAN OF KCAA PRESCHOOLS OF HAWAI I 2020 401k membership
Total participants, beginning-of-year2020-01-0175
Total number of active participants reported on line 7a of the Form 55002020-01-0139
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0124
Total of all active and inactive participants2020-01-0163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0163
Number of participants with account balances2020-01-0161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-014
2019: 403(B) THRIFT PLAN OF KCAA PRESCHOOLS OF HAWAI I 2019 401k membership
Total participants, beginning-of-year2019-01-0191
Total number of active participants reported on line 7a of the Form 55002019-01-0156
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0119
Total of all active and inactive participants2019-01-0175
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0175
Number of participants with account balances2019-01-0171
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: 403(B) THRIFT PLAN OF KCAA PRESCHOOLS OF HAWAI I 2018 401k membership
Total participants, beginning-of-year2018-01-0187
Total number of active participants reported on line 7a of the Form 55002018-01-0159
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0140
Total of all active and inactive participants2018-01-0199
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0199
Number of participants with account balances2018-01-0187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-015
2017: 403(B) THRIFT PLAN OF KCAA PRESCHOOLS OF HAWAI I 2017 401k membership
Total participants, beginning-of-year2017-01-01107
Total number of active participants reported on line 7a of the Form 55002017-01-0159
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0151
Total of all active and inactive participants2017-01-01110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01111
Number of participants with account balances2017-01-01103
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: 403(B) THRIFT PLAN OF KCAA PRESCHOOLS OF HAWAI I 2016 401k membership
Total participants, beginning-of-year2016-01-0183
Total number of active participants reported on line 7a of the Form 55002016-01-0161
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0130
Total of all active and inactive participants2016-01-0191
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-0192
Number of participants with account balances2016-01-0185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-014
2015: 403(B) THRIFT PLAN OF KCAA PRESCHOOLS OF HAWAI I 2015 401k membership
Total participants, beginning-of-year2015-01-0189
Total number of active participants reported on line 7a of the Form 55002015-01-0164
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0129
Total of all active and inactive participants2015-01-0193
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0193
Number of participants with account balances2015-01-0183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0117
2014: 403(B) THRIFT PLAN OF KCAA PRESCHOOLS OF HAWAI I 2014 401k membership
Total participants, beginning-of-year2014-01-0176
Total number of active participants reported on line 7a of the Form 55002014-01-0164
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0125
Total of all active and inactive participants2014-01-0189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0189
Number of participants with account balances2014-01-0189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: 403(B) THRIFT PLAN OF KCAA PRESCHOOLS OF HAWAI I 2013 401k membership
Total participants, beginning-of-year2013-01-01118
Total number of active participants reported on line 7a of the Form 55002013-01-0157
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0119
Total of all active and inactive participants2013-01-0176
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0176
Number of participants with account balances2013-01-0176
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-013
2012: 403(B) THRIFT PLAN OF KCAA PRESCHOOLS OF HAWAI I 2012 401k membership
Total participants, beginning-of-year2012-01-01118
Total number of active participants reported on line 7a of the Form 55002012-01-01103
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0115
Total of all active and inactive participants2012-01-01118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01118
Number of participants with account balances2012-01-0175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0110
2011: 403(B) THRIFT PLAN OF KCAA PRESCHOOLS OF HAWAI I 2011 401k membership
Total participants, beginning-of-year2011-01-0187
Total number of active participants reported on line 7a of the Form 55002011-01-0195
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0123
Total of all active and inactive participants2011-01-01118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01118
Number of participants with account balances2011-01-0191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-012
2010: 403(B) THRIFT PLAN OF KCAA PRESCHOOLS OF HAWAI I 2010 401k membership
Total participants, beginning-of-year2010-01-0187
Total number of active participants reported on line 7a of the Form 55002010-01-0185
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0124
Total of all active and inactive participants2010-01-01109
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01109
Number of participants with account balances2010-01-0187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-018

Financial Data on 403(B) THRIFT PLAN OF KCAA PRESCHOOLS OF HAWAI I

Measure Date Value
2020 : 403(B) THRIFT PLAN OF KCAA PRESCHOOLS OF HAWAI I 2020 401k financial data
Transfers to/from the plan2020-12-31$0
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$162,932
Expenses. Total of all expenses incurred2020-12-31$368,206
Benefits paid (including direct rollovers)2020-12-31$367,613
Total plan assets at end of year2020-12-31$1,033,470
Total plan assets at beginning of year2020-12-31$1,238,744
Value of fidelity bond covering the plan2020-12-31$200,000
Total contributions received or receivable from participants2020-12-31$36,630
Expenses. Other expenses not covered elsewhere2020-12-31$593
Contributions received from other sources (not participants or employers)2020-12-31$0
Other income received2020-12-31$113,232
Net income (gross income less expenses)2020-12-31$-205,274
Net plan assets at end of year (total assets less liabilities)2020-12-31$1,033,470
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$1,238,744
Total contributions received or receivable from employer(s)2020-12-31$13,070
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
2019 : 403(B) THRIFT PLAN OF KCAA PRESCHOOLS OF HAWAI I 2019 401k financial data
Transfers to/from the plan2019-12-31$0
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$232,244
Expenses. Total of all expenses incurred2019-12-31$168,723
Benefits paid (including direct rollovers)2019-12-31$167,923
Total plan assets at end of year2019-12-31$1,238,744
Total plan assets at beginning of year2019-12-31$1,175,223
Value of fidelity bond covering the plan2019-12-31$200,000
Total contributions received or receivable from participants2019-12-31$46,636
Expenses. Other expenses not covered elsewhere2019-12-31$800
Contributions received from other sources (not participants or employers)2019-12-31$3,710
Other income received2019-12-31$171,457
Net income (gross income less expenses)2019-12-31$63,521
Net plan assets at end of year (total assets less liabilities)2019-12-31$1,238,744
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$1,175,223
Assets. Value of participant loans2019-12-31$63,425
Total contributions received or receivable from employer(s)2019-12-31$10,441
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : 403(B) THRIFT PLAN OF KCAA PRESCHOOLS OF HAWAI I 2018 401k financial data
Transfers to/from the plan2018-12-31$0
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$1,837
Expenses. Total of all expenses incurred2018-12-31$6,991
Benefits paid (including direct rollovers)2018-12-31$6,154
Total plan assets at end of year2018-12-31$1,175,223
Total plan assets at beginning of year2018-12-31$1,180,377
Value of fidelity bond covering the plan2018-12-31$200,000
Total contributions received or receivable from participants2018-12-31$39,680
Expenses. Other expenses not covered elsewhere2018-12-31$837
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$-48,726
Net income (gross income less expenses)2018-12-31$-5,154
Net plan assets at end of year (total assets less liabilities)2018-12-31$1,175,223
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$1,180,377
Assets. Value of participant loans2018-12-31$56,001
Total contributions received or receivable from employer(s)2018-12-31$10,883
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : 403(B) THRIFT PLAN OF KCAA PRESCHOOLS OF HAWAI I 2017 401k financial data
Transfers to/from the plan2017-12-31$0
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$300,980
Expenses. Total of all expenses incurred2017-12-31$153,633
Benefits paid (including direct rollovers)2017-12-31$152,195
Total plan assets at end of year2017-12-31$1,968,898
Total plan assets at beginning of year2017-12-31$1,821,551
Value of fidelity bond covering the plan2017-12-31$200,000
Total contributions received or receivable from participants2017-12-31$80,562
Expenses. Other expenses not covered elsewhere2017-12-31$1,438
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$182,653
Net income (gross income less expenses)2017-12-31$147,347
Net plan assets at end of year (total assets less liabilities)2017-12-31$1,968,898
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$1,821,551
Assets. Value of participant loans2017-12-31$3,716
Total contributions received or receivable from employer(s)2017-12-31$37,765
Value of certain deemed distributions of participant loans2017-12-31$0
2016 : 403(B) THRIFT PLAN OF KCAA PRESCHOOLS OF HAWAI I 2016 401k financial data
Transfers to/from the plan2016-12-31$0
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$124,459
Expenses. Total of all expenses incurred2016-12-31$23,747
Benefits paid (including direct rollovers)2016-12-31$13,749
Total plan assets at end of year2016-12-31$1,049,346
Total plan assets at beginning of year2016-12-31$948,634
Value of fidelity bond covering the plan2016-12-31$200,000
Total contributions received or receivable from participants2016-12-31$54,158
Expenses. Other expenses not covered elsewhere2016-12-31$916
Contributions received from other sources (not participants or employers)2016-12-31$7,037
Other income received2016-12-31$51,124
Net income (gross income less expenses)2016-12-31$100,712
Net plan assets at end of year (total assets less liabilities)2016-12-31$1,049,346
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$948,634
Assets. Value of participant loans2016-12-31$41,596
Total contributions received or receivable from employer(s)2016-12-31$12,140
Value of certain deemed distributions of participant loans2016-12-31$9,082
2015 : 403(B) THRIFT PLAN OF KCAA PRESCHOOLS OF HAWAI I 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$67,521
Expenses. Total of all expenses incurred2015-12-31$78,740
Benefits paid (including direct rollovers)2015-12-31$77,503
Total plan assets at end of year2015-12-31$948,634
Total plan assets at beginning of year2015-12-31$959,853
Value of fidelity bond covering the plan2015-12-31$200,000
Total contributions received or receivable from participants2015-12-31$50,067
Expenses. Other expenses not covered elsewhere2015-12-31$1,237
Contributions received from other sources (not participants or employers)2015-12-31$5,550
Other income received2015-12-31$-155
Net income (gross income less expenses)2015-12-31$-11,219
Net plan assets at end of year (total assets less liabilities)2015-12-31$948,634
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$959,853
Assets. Value of participant loans2015-12-31$53,192
Total contributions received or receivable from employer(s)2015-12-31$12,059
Value of certain deemed distributions of participant loans2015-12-31$0
2014 : 403(B) THRIFT PLAN OF KCAA PRESCHOOLS OF HAWAI I 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$91,444
Expenses. Total of all expenses incurred2014-12-31$89,293
Benefits paid (including direct rollovers)2014-12-31$88,237
Total plan assets at end of year2014-12-31$959,853
Total plan assets at beginning of year2014-12-31$957,702
Value of fidelity bond covering the plan2014-12-31$200,000
Total contributions received or receivable from participants2014-12-31$39,203
Expenses. Other expenses not covered elsewhere2014-12-31$1,056
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$38,784
Net income (gross income less expenses)2014-12-31$2,151
Net plan assets at end of year (total assets less liabilities)2014-12-31$959,853
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$957,702
Assets. Value of participant loans2014-12-31$48,587
Total contributions received or receivable from employer(s)2014-12-31$13,457
Value of certain deemed distributions of participant loans2014-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : 403(B) THRIFT PLAN OF KCAA PRESCHOOLS OF HAWAI I 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$215,910
Expenses. Total of all expenses incurred2013-12-31$502,950
Benefits paid (including direct rollovers)2013-12-31$485,660
Total plan assets at end of year2013-12-31$957,702
Total plan assets at beginning of year2013-12-31$1,244,742
Value of fidelity bond covering the plan2013-12-31$200,000
Total contributions received or receivable from participants2013-12-31$51,205
Expenses. Other expenses not covered elsewhere2013-12-31$17,290
Contributions received from other sources (not participants or employers)2013-12-31$30,470
Other income received2013-12-31$120,967
Net income (gross income less expenses)2013-12-31$-287,040
Net plan assets at end of year (total assets less liabilities)2013-12-31$957,702
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,244,742
Assets. Value of participant loans2013-12-31$14,531
Total contributions received or receivable from employer(s)2013-12-31$13,268
Value of certain deemed distributions of participant loans2013-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : 403(B) THRIFT PLAN OF KCAA PRESCHOOLS OF HAWAI I 2012 401k financial data
Transfers to/from the plan2012-12-31$0
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$473,788
Expenses. Total of all expenses incurred2012-12-31$31,162
Benefits paid (including direct rollovers)2012-12-31$26,601
Total plan assets at end of year2012-12-31$1,244,742
Total plan assets at beginning of year2012-12-31$802,116
Value of fidelity bond covering the plan2012-12-31$200,000
Total contributions received or receivable from participants2012-12-31$45,373
Expenses. Other expenses not covered elsewhere2012-12-31$4,561
Contributions received from other sources (not participants or employers)2012-12-31$347,206
Other income received2012-12-31$66,507
Net income (gross income less expenses)2012-12-31$442,626
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,244,742
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$802,116
Assets. Value of participant loans2012-12-31$17,739
Total contributions received or receivable from employer(s)2012-12-31$14,702
Value of certain deemed distributions of participant loans2012-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : 403(B) THRIFT PLAN OF KCAA PRESCHOOLS OF HAWAI I 2011 401k financial data
Transfers to/from the plan2011-12-31$0
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$76,121
Expenses. Total of all expenses incurred2011-12-31$11,798
Benefits paid (including direct rollovers)2011-12-31$9,940
Total plan assets at end of year2011-12-31$802,116
Total plan assets at beginning of year2011-12-31$737,793
Value of fidelity bond covering the plan2011-12-31$100,000
Total contributions received or receivable from participants2011-12-31$53,775
Expenses. Other expenses not covered elsewhere2011-12-31$1,858
Contributions received from other sources (not participants or employers)2011-12-31$7,895
Other income received2011-12-31$-188
Net income (gross income less expenses)2011-12-31$64,323
Net plan assets at end of year (total assets less liabilities)2011-12-31$802,116
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$737,793
Assets. Value of participant loans2011-12-31$17,454
Total contributions received or receivable from employer(s)2011-12-31$14,639
Value of certain deemed distributions of participant loans2011-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : 403(B) THRIFT PLAN OF KCAA PRESCHOOLS OF HAWAI I 2010 401k financial data
Total income from all sources2010-12-31$773,638
Expenses. Total of all expenses incurred2010-12-31$35,845
Benefits paid (including direct rollovers)2010-12-31$33,894
Total plan assets at end of year2010-12-31$737,793
Total plan assets at beginning of year2010-12-31$0
Value of fidelity bond covering the plan2010-12-31$100,000
Total contributions received or receivable from participants2010-12-31$51,166
Expenses. Other expenses not covered elsewhere2010-12-31$1,951
Contributions received from other sources (not participants or employers)2010-12-31$622,273
Other income received2010-12-31$84,950
Net income (gross income less expenses)2010-12-31$737,793
Net plan assets at end of year (total assets less liabilities)2010-12-31$737,793
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$0
Assets. Value of participant loans2010-12-31$12,695
Total contributions received or receivable from employer(s)2010-12-31$15,249
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0

Form 5500 Responses for 403(B) THRIFT PLAN OF KCAA PRESCHOOLS OF HAWAI I

2020: 403(B) THRIFT PLAN OF KCAA PRESCHOOLS OF HAWAI I 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan benefit arrangement – InsuranceYes
2019: 403(B) THRIFT PLAN OF KCAA PRESCHOOLS OF HAWAI I 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan benefit arrangement – InsuranceYes
2018: 403(B) THRIFT PLAN OF KCAA PRESCHOOLS OF HAWAI I 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan benefit arrangement – InsuranceYes
2017: 403(B) THRIFT PLAN OF KCAA PRESCHOOLS OF HAWAI I 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan benefit arrangement – InsuranceYes
2016: 403(B) THRIFT PLAN OF KCAA PRESCHOOLS OF HAWAI I 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan benefit arrangement – InsuranceYes
2015: 403(B) THRIFT PLAN OF KCAA PRESCHOOLS OF HAWAI I 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan benefit arrangement – InsuranceYes
2014: 403(B) THRIFT PLAN OF KCAA PRESCHOOLS OF HAWAI I 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan benefit arrangement – InsuranceYes
2013: 403(B) THRIFT PLAN OF KCAA PRESCHOOLS OF HAWAI I 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: 403(B) THRIFT PLAN OF KCAA PRESCHOOLS OF HAWAI I 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: 403(B) THRIFT PLAN OF KCAA PRESCHOOLS OF HAWAI I 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan benefit arrangement – InsuranceYes
2010: 403(B) THRIFT PLAN OF KCAA PRESCHOOLS OF HAWAI I 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01First time form 5500 has been submittedYes
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number057988I
Policy instance 1
Insurance contract or identification number057988I
Number of Individuals Covered63
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $94
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees94
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number057988I
Policy instance 1
Insurance contract or identification number057988I
Number of Individuals Covered73
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $153
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees153
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number052538H
Policy instance 1
Insurance contract or identification number052538H
Number of Individuals Covered107
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $387
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees387
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP PROGRAM
Insurance broker organization code?3
Insurance broker nameSAN FRANCISCO REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number057988I
Policy instance 1
Insurance contract or identification number057988I
Number of Individuals Covered83
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees30
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker nameSAN FRANCISCO REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number057988I
Policy instance 1
Insurance contract or identification number057988I
Number of Individuals Covered89
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $91
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees91
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker nameSAN FRANCISCO REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number057988I
Policy instance 1
Insurance contract or identification number057988I
Number of Individuals Covered76
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,678
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees1678
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker nameSAN FRANCISCO REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number057988I
Policy instance 1
Insurance contract or identification number057988I
Number of Individuals Covered75
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $60
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees20
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker nameJAMIE DANFORD
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number057988I
Policy instance 1
Insurance contract or identification number057988I
Number of Individuals Covered91
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $110
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number057988I
Policy instance 1
Insurance contract or identification number057988I
Number of Individuals Covered109
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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