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PROTESTANT GUILD FOR HUMAN SERVICES, INC. DEFINED CONTRIBUTION PLAN 401k Plan overview

Plan NamePROTESTANT GUILD FOR HUMAN SERVICES, INC. DEFINED CONTRIBUTION PLAN
Plan identification number 001

PROTESTANT GUILD FOR HUMAN SERVICES, INC. DEFINED CONTRIBUTION PLAN 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.

401k Sponsoring company profile

THE GUILD FOR HUMAN SERVICES, INC. has sponsored the creation of one or more 401k plans.

Company Name:THE GUILD FOR HUMAN SERVICES, INC.
Employer identification number (EIN):042104849
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PROTESTANT GUILD FOR HUMAN SERVICES, INC. DEFINED CONTRIBUTION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-07-01IVETTE RODRIGUEZ2024-03-14
0012021-07-01IVETTE RODRIGUEZ2023-03-28
0012020-07-01IVETTE RODRIGUEZ2022-04-06
0012019-07-01IVETTE RODRIGUEZ2021-04-09
0012018-07-01MICHAEL J.CLONTZ2020-04-02
0012017-07-01MICHAEL J.CLONTZ2019-04-11
0012016-07-01
0012015-07-01
0012014-07-01
0012013-07-01THOMAS BELSKI, CEO
0012012-07-01WILLIAM P. SOWYRDA, CFO
0012011-07-01WILLIAM P. SOWYRDA, CFO
0012010-07-01WILLIAM P. SOWYRDA, CFO
0012009-07-01WILLIAM P. SOWYRDA, CFO

Plan Statistics for PROTESTANT GUILD FOR HUMAN SERVICES, INC. DEFINED CONTRIBUTION PLAN

401k plan membership statisitcs for PROTESTANT GUILD FOR HUMAN SERVICES, INC. DEFINED CONTRIBUTION PLAN

Measure Date Value
2022: PROTESTANT GUILD FOR HUMAN SERVICES, INC. DEFINED CONTRIBUTION PLAN 2022 401k membership
Total participants, beginning-of-year2022-07-01763
Total number of active participants reported on line 7a of the Form 55002022-07-01513
Number of retired or separated participants receiving benefits2022-07-010
Number of other retired or separated participants entitled to future benefits2022-07-01283
Total of all active and inactive participants2022-07-01796
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-07-010
Total participants2022-07-01796
Number of participants with account balances2022-07-01596
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-07-010
2021: PROTESTANT GUILD FOR HUMAN SERVICES, INC. DEFINED CONTRIBUTION PLAN 2021 401k membership
Total participants, beginning-of-year2021-07-01743
Total number of active participants reported on line 7a of the Form 55002021-07-01533
Number of retired or separated participants receiving benefits2021-07-010
Number of other retired or separated participants entitled to future benefits2021-07-01230
Total of all active and inactive participants2021-07-01763
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-010
Total participants2021-07-01763
Number of participants with account balances2021-07-01507
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-010
2020: PROTESTANT GUILD FOR HUMAN SERVICES, INC. DEFINED CONTRIBUTION PLAN 2020 401k membership
Total participants, beginning-of-year2020-07-01709
Total number of active participants reported on line 7a of the Form 55002020-07-01563
Number of retired or separated participants receiving benefits2020-07-010
Number of other retired or separated participants entitled to future benefits2020-07-01180
Total of all active and inactive participants2020-07-01743
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-010
Total participants2020-07-01743
Number of participants with account balances2020-07-01428
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-010
2019: PROTESTANT GUILD FOR HUMAN SERVICES, INC. DEFINED CONTRIBUTION PLAN 2019 401k membership
Total participants, beginning-of-year2019-07-01241
Total number of active participants reported on line 7a of the Form 55002019-07-01543
Number of retired or separated participants receiving benefits2019-07-010
Number of other retired or separated participants entitled to future benefits2019-07-01166
Total of all active and inactive participants2019-07-01709
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-010
Total participants2019-07-01709
Number of participants with account balances2019-07-01239
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-010
2018: PROTESTANT GUILD FOR HUMAN SERVICES, INC. DEFINED CONTRIBUTION PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-01215
Total number of active participants reported on line 7a of the Form 55002018-07-01167
Number of retired or separated participants receiving benefits2018-07-010
Number of other retired or separated participants entitled to future benefits2018-07-0172
Total of all active and inactive participants2018-07-01239
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-012
Total participants2018-07-01241
Number of participants with account balances2018-07-01228
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-010
2017: PROTESTANT GUILD FOR HUMAN SERVICES, INC. DEFINED CONTRIBUTION PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-01205
Total number of active participants reported on line 7a of the Form 55002017-07-01140
Number of retired or separated participants receiving benefits2017-07-010
Number of other retired or separated participants entitled to future benefits2017-07-0173
Total of all active and inactive participants2017-07-01213
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-012
Total participants2017-07-01215
Number of participants with account balances2017-07-01204
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-010
2016: PROTESTANT GUILD FOR HUMAN SERVICES, INC. DEFINED CONTRIBUTION PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-01208
Total number of active participants reported on line 7a of the Form 55002016-07-01129
Number of retired or separated participants receiving benefits2016-07-010
Number of other retired or separated participants entitled to future benefits2016-07-0174
Total of all active and inactive participants2016-07-01203
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-012
Total participants2016-07-01205
Number of participants with account balances2016-07-01199
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-010
2015: PROTESTANT GUILD FOR HUMAN SERVICES, INC. DEFINED CONTRIBUTION PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-01206
Total number of active participants reported on line 7a of the Form 55002015-07-01137
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-0169
Total of all active and inactive participants2015-07-01206
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-012
Total participants2015-07-01208
Number of participants with account balances2015-07-01202
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-010
2014: PROTESTANT GUILD FOR HUMAN SERVICES, INC. DEFINED CONTRIBUTION PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-01233
Total number of active participants reported on line 7a of the Form 55002014-07-01143
Number of retired or separated participants receiving benefits2014-07-010
Number of other retired or separated participants entitled to future benefits2014-07-0161
Total of all active and inactive participants2014-07-01204
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-012
Total participants2014-07-01206
Number of participants with account balances2014-07-01199
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-010
2013: PROTESTANT GUILD FOR HUMAN SERVICES, INC. DEFINED CONTRIBUTION PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-01230
Total number of active participants reported on line 7a of the Form 55002013-07-01168
Number of retired or separated participants receiving benefits2013-07-010
Number of other retired or separated participants entitled to future benefits2013-07-0163
Total of all active and inactive participants2013-07-01231
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-012
Total participants2013-07-01233
Number of participants with account balances2013-07-01210
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-010
2012: PROTESTANT GUILD FOR HUMAN SERVICES, INC. DEFINED CONTRIBUTION PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-01239
Total number of active participants reported on line 7a of the Form 55002012-07-01176
Number of retired or separated participants receiving benefits2012-07-010
Number of other retired or separated participants entitled to future benefits2012-07-0153
Total of all active and inactive participants2012-07-01229
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-011
Total participants2012-07-01230
Number of participants with account balances2012-07-01208
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-010
2011: PROTESTANT GUILD FOR HUMAN SERVICES, INC. DEFINED CONTRIBUTION PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-01235
Total number of active participants reported on line 7a of the Form 55002011-07-01211
Number of retired or separated participants receiving benefits2011-07-010
Number of other retired or separated participants entitled to future benefits2011-07-01140
Total of all active and inactive participants2011-07-01351
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-010
Total participants2011-07-01351
Number of participants with account balances2011-07-01216
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-010
2010: PROTESTANT GUILD FOR HUMAN SERVICES, INC. DEFINED CONTRIBUTION PLAN 2010 401k membership
Total participants, beginning-of-year2010-07-01234
Total number of active participants reported on line 7a of the Form 55002010-07-01120
Number of retired or separated participants receiving benefits2010-07-010
Number of other retired or separated participants entitled to future benefits2010-07-01114
Total of all active and inactive participants2010-07-01234
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-07-010
Total participants2010-07-01234
Number of participants with account balances2010-07-01172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-07-010
2009: PROTESTANT GUILD FOR HUMAN SERVICES, INC. DEFINED CONTRIBUTION PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-01226
Total number of active participants reported on line 7a of the Form 55002009-07-01113
Number of retired or separated participants receiving benefits2009-07-010
Number of other retired or separated participants entitled to future benefits2009-07-01105
Total of all active and inactive participants2009-07-01218
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-010
Total participants2009-07-01218
Number of participants with account balances2009-07-01170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-010

Financial Data on PROTESTANT GUILD FOR HUMAN SERVICES, INC. DEFINED CONTRIBUTION PLAN

Measure Date Value
2023 : PROTESTANT GUILD FOR HUMAN SERVICES, INC. DEFINED CONTRIBUTION PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-06-30$0
Total income from all sources (including contributions)2023-06-30$1,699,938
Total loss/gain on sale of assets2023-06-30$0
Total of all expenses incurred2023-06-30$180,904
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-06-30$180,429
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-06-30$917,366
Value of total assets at end of year2023-06-30$7,969,094
Value of total assets at beginning of year2023-06-30$6,450,060
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-06-30$475
Total interest from all sources2023-06-30$65,530
Total dividends received (eg from common stock, registered investment company shares)2023-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-06-30No
Was this plan covered by a fidelity bond2023-06-30Yes
Value of fidelity bond cover2023-06-30$500,000
If this is an individual account plan, was there a blackout period2023-06-30No
Were there any nonexempt tranactions with any party-in-interest2023-06-30No
Contributions received from participants2023-06-30$496,298
Participant contributions at end of year2023-06-30$26,966
Participant contributions at beginning of year2023-06-30$24,102
Participant contributions at end of year2023-06-30$22,439
Participant contributions at beginning of year2023-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2023-06-30$1,823
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-06-30No
Value of net income/loss2023-06-30$1,519,034
Value of net assets at end of year (total assets less liabilities)2023-06-30$7,969,094
Value of net assets at beginning of year (total assets less liabilities)2023-06-30$6,450,060
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2023-06-30No
Were any leases to which the plan was party in default or uncollectible2023-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-06-30$5,945,175
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-06-30$4,456,429
Value of interest in pooled separate accounts at end of year2023-06-30$204,317
Value of interest in pooled separate accounts at beginning of year2023-06-30$200,057
Interest on participant loans2023-06-30$1,148
Interest earned on other investments2023-06-30$64,382
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-06-30$1,661,250
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-06-30$1,594,207
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-06-30$736,715
Net investment gain/loss from pooled separate accounts2023-06-30$-19,673
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-06-30No
Was there a failure to transmit to the plan any participant contributions2023-06-30No
Has the plan failed to provide any benefit when due under the plan2023-06-30No
Contributions received in cash from employer2023-06-30$419,245
Employer contributions (assets) at end of year2023-06-30$108,947
Employer contributions (assets) at beginning of year2023-06-30$175,265
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-06-30$180,429
Contract administrator fees2023-06-30$475
Did the plan have assets held for investment2023-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-06-30No
Opinion of an independent qualified public accountant for this plan2023-06-30Unqualified
Accountancy firm name2023-06-30LEONARD, MULHERIN & GREENE, P.C.
Accountancy firm EIN2023-06-30043108635
2022 : PROTESTANT GUILD FOR HUMAN SERVICES, INC. DEFINED CONTRIBUTION PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total income from all sources (including contributions)2022-06-30$-116,378
Total loss/gain on sale of assets2022-06-30$0
Total of all expenses incurred2022-06-30$138,269
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$137,997
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$704,292
Value of total assets at end of year2022-06-30$6,450,060
Value of total assets at beginning of year2022-06-30$6,704,707
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$272
Total interest from all sources2022-06-30$54,534
Total dividends received (eg from common stock, registered investment company shares)2022-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30No
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$500,000
If this is an individual account plan, was there a blackout period2022-06-30No
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Contributions received from participants2022-06-30$325,434
Participant contributions at end of year2022-06-30$24,102
Participant contributions at beginning of year2022-06-30$6,098
Income. Received or receivable in cash from other sources (including rollovers)2022-06-30$1,395
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$-254,647
Value of net assets at end of year (total assets less liabilities)2022-06-30$6,450,060
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$6,704,707
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30No
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-06-30$4,456,429
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-06-30$4,899,244
Value of interest in pooled separate accounts at end of year2022-06-30$200,057
Value of interest in pooled separate accounts at beginning of year2022-06-30$158,380
Interest on participant loans2022-06-30$599
Interest earned on other investments2022-06-30$53,935
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-06-30$1,594,207
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-06-30$1,567,048
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-06-30$-912,600
Net investment gain/loss from pooled separate accounts2022-06-30$37,396
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30No
Was there a failure to transmit to the plan any participant contributions2022-06-30No
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Contributions received in cash from employer2022-06-30$377,463
Employer contributions (assets) at end of year2022-06-30$175,265
Employer contributions (assets) at beginning of year2022-06-30$73,937
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$137,997
Contract administrator fees2022-06-30$272
Did the plan have assets held for investment2022-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-30No
Opinion of an independent qualified public accountant for this plan2022-06-30Unqualified
Accountancy firm name2022-06-30LEONARD, MULHERIN & GREENE, P.C.
Accountancy firm EIN2022-06-30043108635
2021 : PROTESTANT GUILD FOR HUMAN SERVICES, INC. DEFINED CONTRIBUTION PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total income from all sources (including contributions)2021-06-30$1,795,235
Total loss/gain on sale of assets2021-06-30$0
Total of all expenses incurred2021-06-30$170,394
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$170,394
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$534,239
Value of total assets at end of year2021-06-30$6,704,707
Value of total assets at beginning of year2021-06-30$5,079,866
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$0
Total interest from all sources2021-06-30$48,923
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$500,000
If this is an individual account plan, was there a blackout period2021-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-06-30$0
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Contributions received from participants2021-06-30$172,260
Participant contributions at end of year2021-06-30$6,098
Participant contributions at beginning of year2021-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2021-06-30$56,026
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$1,624,841
Value of net assets at end of year (total assets less liabilities)2021-06-30$6,704,707
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$5,079,866
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-06-30$4,899,244
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-06-30$3,510,277
Value of interest in pooled separate accounts at end of year2021-06-30$158,380
Value of interest in pooled separate accounts at beginning of year2021-06-30$221,037
Interest on participant loans2021-06-30$45
Interest earned on other investments2021-06-30$48,878
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-06-30$1,567,048
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-06-30$1,348,552
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-06-30$1,199,367
Net investment gain/loss from pooled separate accounts2021-06-30$12,706
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30No
Was there a failure to transmit to the plan any participant contributions2021-06-30No
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Contributions received in cash from employer2021-06-30$305,953
Employer contributions (assets) at end of year2021-06-30$73,937
Employer contributions (assets) at beginning of year2021-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$170,394
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Opinion of an independent qualified public accountant for this plan2021-06-30Disclaimer
Accountancy firm name2021-06-30LEONARD, MULHERIN & GREENE, P.C.
Accountancy firm EIN2021-06-30043108635
2020 : PROTESTANT GUILD FOR HUMAN SERVICES, INC. DEFINED CONTRIBUTION PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total income from all sources (including contributions)2020-06-30$430,671
Total loss/gain on sale of assets2020-06-30$0
Total of all expenses incurred2020-06-30$208,103
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$208,103
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$175,492
Value of total assets at end of year2020-06-30$5,079,866
Value of total assets at beginning of year2020-06-30$4,857,298
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$0
Total interest from all sources2020-06-30$51,077
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$500,000
If this is an individual account plan, was there a blackout period2020-06-30No
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Contributions received from participants2020-06-30$162,277
Income. Received or receivable in cash from other sources (including rollovers)2020-06-30$13,215
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$222,568
Value of net assets at end of year (total assets less liabilities)2020-06-30$5,079,866
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$4,857,298
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-06-30$3,510,277
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$3,213,986
Value of interest in pooled separate accounts at end of year2020-06-30$221,037
Value of interest in pooled separate accounts at beginning of year2020-06-30$231,759
Interest earned on other investments2020-06-30$51,077
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-06-30$1,348,552
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-06-30$1,371,403
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-06-30$201,756
Net investment gain/loss from pooled separate accounts2020-06-30$2,346
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30No
Was there a failure to transmit to the plan any participant contributions2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Employer contributions (assets) at end of year2020-06-30$0
Employer contributions (assets) at beginning of year2020-06-30$40,150
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$208,103
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30Yes
Opinion of an independent qualified public accountant for this plan2020-06-30Disclaimer
Accountancy firm name2020-06-30LEONARD, MULHERIN & GREENE, P.C.
Accountancy firm EIN2020-06-30043108635
2019 : PROTESTANT GUILD FOR HUMAN SERVICES, INC. DEFINED CONTRIBUTION PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-06-30$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$389,984
Total loss/gain on sale of assets2019-06-30$0
Total of all expenses incurred2019-06-30$260,493
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$260,493
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$167,382
Value of total assets at end of year2019-06-30$4,857,298
Value of total assets at beginning of year2019-06-30$4,727,807
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$0
Total interest from all sources2019-06-30$52,477
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 year2019-06-30No
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$500,000
If this is an individual account plan, was there a blackout period2019-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-06-30$0
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Contributions received from participants2019-06-30$126,629
Income. Received or receivable in cash from other sources (including rollovers)2019-06-30$603
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$129,491
Value of net assets at end of year (total assets less liabilities)2019-06-30$4,857,298
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$4,727,807
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-06-30$3,213,986
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$3,122,897
Value of interest in pooled separate accounts at end of year2019-06-30$231,759
Value of interest in pooled separate accounts at beginning of year2019-06-30$243,915
Interest on participant loans2019-06-30$1
Interest earned on other investments2019-06-30$52,476
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-06-30$1,371,403
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-06-30$1,360,995
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-06-30$157,605
Net investment gain/loss from pooled separate accounts2019-06-30$12,520
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30No
Was there a failure to transmit to the plan any participant contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Contributions received in cash from employer2019-06-30$40,150
Employer contributions (assets) at end of year2019-06-30$40,150
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$260,493
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30Yes
Opinion of an independent qualified public accountant for this plan2019-06-30Disclaimer
Accountancy firm name2019-06-30LEONARD, MULHERIN & GREENE, P.C.
Accountancy firm EIN2019-06-30043108635
2018 : PROTESTANT GUILD FOR HUMAN SERVICES, INC. DEFINED CONTRIBUTION PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-06-30$0
Total transfer of assets to this plan2018-06-30$32,554
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$778,625
Total loss/gain on sale of assets2018-06-30$0
Total of all expenses incurred2018-06-30$1,697,690
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$1,697,690
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$179,030
Value of total assets at end of year2018-06-30$4,727,807
Value of total assets at beginning of year2018-06-30$5,614,318
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$0
Total interest from all sources2018-06-30$50,846
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 year2018-06-30No
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$500,000
If this is an individual account plan, was there a blackout period2018-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-06-30$0
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Contributions received from participants2018-06-30$86,008
Income. Received or receivable in cash from other sources (including rollovers)2018-06-30$93,022
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$-919,065
Value of net assets at end of year (total assets less liabilities)2018-06-30$4,727,807
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$5,614,318
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-06-30$3,122,897
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$4,123,917
Value of interest in pooled separate accounts at end of year2018-06-30$243,915
Value of interest in pooled separate accounts at beginning of year2018-06-30$243,115
Interest earned on other investments2018-06-30$50,846
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-06-30$1,360,995
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-06-30$1,247,286
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-06-30$536,795
Net investment gain/loss from pooled separate accounts2018-06-30$11,954
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30No
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$1,697,690
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30Yes
Opinion of an independent qualified public accountant for this plan2018-06-30Disclaimer
Accountancy firm name2018-06-30LEONARD, MULHERIN & GREENE, P.C.
Accountancy firm EIN2018-06-30043108635
2017 : PROTESTANT GUILD FOR HUMAN SERVICES, INC. DEFINED CONTRIBUTION PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-06-30$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$825,467
Total loss/gain on sale of assets2017-06-30$0
Total of all expenses incurred2017-06-30$263,613
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$263,613
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$171,318
Value of total assets at end of year2017-06-30$5,614,318
Value of total assets at beginning of year2017-06-30$5,052,464
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$0
Total interest from all sources2017-06-30$50,234
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 year2017-06-30No
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$500,000
If this is an individual account plan, was there a blackout period2017-06-30No
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Contributions received from participants2017-06-30$77,342
Income. Received or receivable in cash from other sources (including rollovers)2017-06-30$93,976
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$561,854
Value of net assets at end of year (total assets less liabilities)2017-06-30$5,614,318
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$5,052,464
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-06-30$4,123,917
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$3,710,389
Value of interest in pooled separate accounts at end of year2017-06-30$243,115
Value of interest in pooled separate accounts at beginning of year2017-06-30$241,378
Interest earned on other investments2017-06-30$50,234
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-06-30$1,247,286
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-06-30$1,100,697
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-06-30$594,536
Net investment gain/loss from pooled separate accounts2017-06-30$9,379
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30No
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$263,613
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30Yes
Opinion of an independent qualified public accountant for this plan2017-06-30Disclaimer
Accountancy firm name2017-06-30LEONARD, MULHERIN & GREENE, P.C.
Accountancy firm EIN2017-06-30043108635
2016 : PROTESTANT GUILD FOR HUMAN SERVICES, INC. DEFINED CONTRIBUTION PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-06-30$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$414,268
Total loss/gain on sale of assets2016-06-30$0
Total of all expenses incurred2016-06-30$757,788
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$757,788
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$429,016
Value of total assets at end of year2016-06-30$5,052,464
Value of total assets at beginning of year2016-06-30$5,395,984
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$0
Total interest from all sources2016-06-30$61,108
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 year2016-06-30No
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$500,000
If this is an individual account plan, was there a blackout period2016-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-06-30$0
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Contributions received from participants2016-06-30$82,690
Income. Received or receivable in cash from other sources (including rollovers)2016-06-30$346,326
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$-343,520
Value of net assets at end of year (total assets less liabilities)2016-06-30$5,052,464
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$5,395,984
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$3,710,389
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$4,030,062
Value of interest in pooled separate accounts at end of year2016-06-30$241,378
Value of interest in pooled separate accounts at beginning of year2016-06-30$228,387
Interest earned on other investments2016-06-30$61,108
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-06-30$1,100,697
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-06-30$1,137,535
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-06-30$-91,549
Net investment gain/loss from pooled separate accounts2016-06-30$15,693
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30No
Was there a failure to transmit to the plan any participant contributions2016-06-30Yes
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$757,788
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30Yes
Opinion of an independent qualified public accountant for this plan2016-06-30Disclaimer
Accountancy firm name2016-06-30LEONARD, MULHERIN & GREENE, P.C.
Accountancy firm EIN2016-06-30043108635
2015 : PROTESTANT GUILD FOR HUMAN SERVICES, INC. DEFINED CONTRIBUTION PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-06-30$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$332,263
Total loss/gain on sale of assets2015-06-30$0
Total of all expenses incurred2015-06-30$255,933
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$255,933
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$61,383
Value of total assets at end of year2015-06-30$5,395,984
Value of total assets at beginning of year2015-06-30$5,319,654
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$0
Total interest from all sources2015-06-30$47,716
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 year2015-06-30No
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$500,000
If this is an individual account plan, was there a blackout period2015-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-06-30$0
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Contributions received from participants2015-06-30$56,602
Income. Received or receivable in cash from other sources (including rollovers)2015-06-30$4,781
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$76,330
Value of net assets at end of year (total assets less liabilities)2015-06-30$5,395,984
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$5,319,654
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-06-30$4,030,062
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$3,993,545
Value of interest in pooled separate accounts at end of year2015-06-30$228,387
Value of interest in pooled separate accounts at beginning of year2015-06-30$208,688
Interest earned on other investments2015-06-30$47,716
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-06-30$1,137,535
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-06-30$1,117,421
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-06-30$200,884
Net investment gain/loss from pooled separate accounts2015-06-30$22,280
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30No
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$255,933
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30Yes
Opinion of an independent qualified public accountant for this plan2015-06-30Disclaimer
Accountancy firm name2015-06-30LEONARD, MULHERIN & GREENE, P.C.
Accountancy firm EIN2015-06-30043108635
2014 : PROTESTANT GUILD FOR HUMAN SERVICES, INC. DEFINED CONTRIBUTION PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-06-30$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$861,362
Total loss/gain on sale of assets2014-06-30$0
Total of all expenses incurred2014-06-30$352,112
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$352,112
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$55,838
Value of total assets at end of year2014-06-30$5,319,654
Value of total assets at beginning of year2014-06-30$4,810,404
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$0
Total interest from all sources2014-06-30$46,292
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 year2014-06-30No
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$500,000
If this is an individual account plan, was there a blackout period2014-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-06-30$0
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Contributions received from participants2014-06-30$55,838
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$509,250
Value of net assets at end of year (total assets less liabilities)2014-06-30$5,319,654
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$4,810,404
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-06-30$3,993,545
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$3,527,318
Value of interest in pooled separate accounts at end of year2014-06-30$208,688
Value of interest in pooled separate accounts at beginning of year2014-06-30$186,803
Interest earned on other investments2014-06-30$46,292
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-06-30$1,117,421
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-06-30$1,096,283
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-06-30$738,590
Net investment gain/loss from pooled separate accounts2014-06-30$20,642
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30No
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$352,112
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30Yes
Opinion of an independent qualified public accountant for this plan2014-06-30Disclaimer
Accountancy firm name2014-06-30LEONARD, MULHERIN & GREENE, P.C.
Accountancy firm EIN2014-06-30043108635
2013 : PROTESTANT GUILD FOR HUMAN SERVICES, INC. DEFINED CONTRIBUTION PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-06-30$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$543,821
Total loss/gain on sale of assets2013-06-30$0
Total of all expenses incurred2013-06-30$188,394
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$188,394
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$37,202
Value of total assets at end of year2013-06-30$4,810,404
Value of total assets at beginning of year2013-06-30$4,454,977
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$0
Total interest from all sources2013-06-30$43,776
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 year2013-06-30No
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$500,000
If this is an individual account plan, was there a blackout period2013-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-06-30$0
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Contributions received from participants2013-06-30$37,202
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$355,427
Value of net assets at end of year (total assets less liabilities)2013-06-30$4,810,404
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$4,454,977
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-06-30$3,527,318
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-06-30$3,190,254
Value of interest in pooled separate accounts at end of year2013-06-30$186,803
Value of interest in pooled separate accounts at beginning of year2013-06-30$180,118
Interest earned on other investments2013-06-30$43,776
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-06-30$1,096,283
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-06-30$1,084,605
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-06-30$447,571
Net investment gain/loss from pooled separate accounts2013-06-30$15,272
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30No
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$188,394
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30Yes
Opinion of an independent qualified public accountant for this plan2013-06-30Disclaimer
Accountancy firm name2013-06-30LEONARD, MULHERIN & GREENE, P.C.
Accountancy firm EIN2013-06-30043108635
2012 : PROTESTANT GUILD FOR HUMAN SERVICES, INC. DEFINED CONTRIBUTION PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-06-30$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$93,689
Total loss/gain on sale of assets2012-06-30$0
Total of all expenses incurred2012-06-30$179,094
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$179,094
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$42,453
Value of total assets at end of year2012-06-30$4,454,977
Value of total assets at beginning of year2012-06-30$4,540,382
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$0
Total interest from all sources2012-06-30$42,895
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 year2012-06-30No
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$500,000
If this is an individual account plan, was there a blackout period2012-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-06-30$0
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Contributions received from participants2012-06-30$39,966
Income. Received or receivable in cash from other sources (including rollovers)2012-06-30$2,487
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$-85,405
Value of net assets at end of year (total assets less liabilities)2012-06-30$4,454,977
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$4,540,382
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-06-30$3,190,254
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-06-30$3,227,127
Value of interest in pooled separate accounts at end of year2012-06-30$180,118
Value of interest in pooled separate accounts at beginning of year2012-06-30$167,334
Interest earned on other investments2012-06-30$42,895
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-06-30$1,084,605
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-06-30$1,053,264
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-06-30$-9,850
Net investment gain/loss from pooled separate accounts2012-06-30$18,191
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30No
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Employer contributions (assets) at end of year2012-06-30$0
Employer contributions (assets) at beginning of year2012-06-30$92,657
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$179,094
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30Yes
Opinion of an independent qualified public accountant for this plan2012-06-30Disclaimer
Accountancy firm name2012-06-30LEONARD, MULHERIN & GREENE, P.C.
Accountancy firm EIN2012-06-30043108635
2011 : PROTESTANT GUILD FOR HUMAN SERVICES, INC. DEFINED CONTRIBUTION PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-06-30$0
Total transfer of assets to this plan2011-06-30$1,181,133
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$782,906
Total loss/gain on sale of assets2011-06-30$0
Total of all expenses incurred2011-06-30$235,265
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$235,265
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$211,716
Value of total assets at end of year2011-06-30$4,540,382
Value of total assets at beginning of year2011-06-30$2,811,608
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$0
Total interest from all sources2011-06-30$36,142
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 year2011-06-30No
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$500,000
If this is an individual account plan, was there a blackout period2011-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-06-30$0
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Income. Received or receivable in cash from other sources (including rollovers)2011-06-30$2,273
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$547,641
Value of net assets at end of year (total assets less liabilities)2011-06-30$4,540,382
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$2,811,608
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-06-30$3,227,127
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-06-30$1,845,296
Value of interest in pooled separate accounts at end of year2011-06-30$167,334
Value of interest in pooled separate accounts at beginning of year2011-06-30$78,620
Interest earned on other investments2011-06-30$36,142
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-06-30$1,053,264
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-06-30$887,692
Expenses. Payments to insurance carriers foe the provision of benefits2011-06-30$52,393
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-06-30$519,671
Net investment gain/loss from pooled separate accounts2011-06-30$15,377
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30No
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$209,443
Employer contributions (assets) at end of year2011-06-30$92,657
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$182,872
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30Yes
Opinion of an independent qualified public accountant for this plan2011-06-30Disclaimer
Accountancy firm name2011-06-30LEONARD, MULHERIN & GREENE, P.C.
Accountancy firm EIN2011-06-30043108635
2010 : PROTESTANT GUILD FOR HUMAN SERVICES, INC. DEFINED CONTRIBUTION PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-06-30$0

Form 5500 Responses for PROTESTANT GUILD FOR HUMAN SERVICES, INC. DEFINED CONTRIBUTION PLAN

2022: PROTESTANT GUILD FOR HUMAN SERVICES, INC. DEFINED CONTRIBUTION PLAN 2022 form 5500 responses
2022-07-01Type of plan entitySingle employer plan
2022-07-01Submission has been amendedNo
2022-07-01This submission is the final filingNo
2022-07-01This return/report is a short plan year return/report (less than 12 months)No
2022-07-01Plan is a collectively bargained planNo
2022-07-01Plan funding arrangement – InsuranceYes
2022-07-01Plan funding arrangement – TrustYes
2022-07-01Plan benefit arrangement – InsuranceYes
2022-07-01Plan benefit arrangement - TrustYes
2021: PROTESTANT GUILD FOR HUMAN SERVICES, INC. DEFINED CONTRIBUTION PLAN 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Submission has been amendedNo
2021-07-01This submission is the final filingNo
2021-07-01This return/report is a short plan year return/report (less than 12 months)No
2021-07-01Plan is a collectively bargained planNo
2021-07-01Plan funding arrangement – InsuranceYes
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement – InsuranceYes
2021-07-01Plan benefit arrangement - TrustYes
2020: PROTESTANT GUILD FOR HUMAN SERVICES, INC. DEFINED CONTRIBUTION PLAN 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Submission has been amendedNo
2020-07-01This submission is the final filingNo
2020-07-01This return/report is a short plan year return/report (less than 12 months)No
2020-07-01Plan is a collectively bargained planNo
2020-07-01Plan funding arrangement – InsuranceYes
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement – InsuranceYes
2020-07-01Plan benefit arrangement - TrustYes
2019: PROTESTANT GUILD FOR HUMAN SERVICES, INC. DEFINED CONTRIBUTION PLAN 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Submission has been amendedNo
2019-07-01This submission is the final filingNo
2019-07-01This return/report is a short plan year return/report (less than 12 months)No
2019-07-01Plan is a collectively bargained planNo
2019-07-01Plan funding arrangement – InsuranceYes
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement – InsuranceYes
2019-07-01Plan benefit arrangement - TrustYes
2018: PROTESTANT GUILD FOR HUMAN SERVICES, INC. DEFINED CONTRIBUTION PLAN 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Submission has been amendedNo
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planNo
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement – InsuranceYes
2018-07-01Plan benefit arrangement - TrustYes
2017: PROTESTANT GUILD FOR HUMAN SERVICES, INC. DEFINED CONTRIBUTION PLAN 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Submission has been amendedNo
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planNo
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement – InsuranceYes
2017-07-01Plan benefit arrangement - TrustYes
2016: PROTESTANT GUILD FOR HUMAN SERVICES, INC. DEFINED CONTRIBUTION PLAN 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement – InsuranceYes
2016-07-01Plan benefit arrangement - TrustYes
2015: PROTESTANT GUILD FOR HUMAN SERVICES, INC. DEFINED CONTRIBUTION PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement – InsuranceYes
2015-07-01Plan benefit arrangement - TrustYes
2014: PROTESTANT GUILD FOR HUMAN SERVICES, INC. DEFINED CONTRIBUTION PLAN 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement – InsuranceYes
2014-07-01Plan benefit arrangement - TrustYes
2013: PROTESTANT GUILD FOR HUMAN SERVICES, INC. DEFINED CONTRIBUTION PLAN 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement – InsuranceYes
2013-07-01Plan benefit arrangement - TrustYes
2012: PROTESTANT GUILD FOR HUMAN SERVICES, INC. DEFINED CONTRIBUTION PLAN 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement – InsuranceYes
2012-07-01Plan benefit arrangement - TrustYes
2011: PROTESTANT GUILD FOR HUMAN SERVICES, INC. DEFINED CONTRIBUTION PLAN 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement – InsuranceYes
2011-07-01Plan benefit arrangement - TrustYes
2010: PROTESTANT GUILD FOR HUMAN SERVICES, INC. DEFINED CONTRIBUTION PLAN 2010 form 5500 responses
2010-07-01Type of plan entitySingle employer plan
2010-07-01Submission has been amendedNo
2010-07-01This submission is the final filingNo
2010-07-01This return/report is a short plan year return/report (less than 12 months)No
2010-07-01Plan is a collectively bargained planNo
2010-07-01Plan funding arrangement – InsuranceYes
2010-07-01Plan funding arrangement – TrustYes
2010-07-01Plan benefit arrangement – InsuranceYes
2010-07-01Plan benefit arrangement - TrustYes
2009: PROTESTANT GUILD FOR HUMAN SERVICES, INC. DEFINED CONTRIBUTION PLAN 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedNo
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – InsuranceYes
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement – InsuranceYes
2009-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number327860
Policy instance 1
Insurance contract or identification number327860
Number of Individuals Covered596
Insurance policy start date2022-07-01
Insurance policy end date2023-06-30
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number327860
Policy instance 1
Insurance contract or identification number327860
Number of Individuals Covered507
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number327860
Policy instance 1
Insurance contract or identification number327860
Number of Individuals Covered428
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number327860
Policy instance 1
Insurance contract or identification number327860
Number of Individuals Covered239
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number327860
Policy instance 1
Insurance contract or identification number327860
Number of Individuals Covered228
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number327860
Policy instance 1
Insurance contract or identification number327860
Number of Individuals Covered204
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number327860
Policy instance 1
Insurance contract or identification number327860
Number of Individuals Covered202
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number327860
Policy instance 1
Insurance contract or identification number327860
Number of Individuals Covered199
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number327860
Policy instance 1
Insurance contract or identification number327860
Number of Individuals Covered210
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number327860
Policy instance 1
Insurance contract or identification number327860
Number of Individuals Covered208
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number327860
Policy instance 1
Insurance contract or identification number327860
Number of Individuals Covered216
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number327861
Policy instance 2
Insurance contract or identification number327861
Number of Individuals Covered0
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number327861
Policy instance 2
Insurance contract or identification number327861
Number of Individuals Covered41
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number327860
Policy instance 1
Insurance contract or identification number327860
Number of Individuals Covered163
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
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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