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ROBERT F. KENNEDY CHILDREN'S ACTION CORPS, INC. 401(K) PLAN 401k Plan overview

Plan NameROBERT F. KENNEDY CHILDREN'S ACTION CORPS, INC. 401(K) PLAN
Plan identification number 003

ROBERT F. KENNEDY CHILDREN'S ACTION CORPS, INC. 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

ROBERT F. KENNEDY CHILDREN S ACTION CORPS, INC. has sponsored the creation of one or more 401k plans.

Company Name:ROBERT F. KENNEDY CHILDREN S ACTION CORPS, INC.
Employer identification number (EIN):042457298
NAIC Classification:624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROBERT F. KENNEDY CHILDREN'S ACTION CORPS, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032021-07-01
0032020-07-01
0032020-07-01
0032019-07-01
0032018-07-01
0032017-07-01
0032016-07-01TERRANCE J. SHANLEY TERRANCE J. SHANLEY2018-04-10
0032015-07-01TERRANCE J. SHANLEY TERRANCE J. SHANLEY2017-04-12
0032014-07-01TERRANCE J. SHANLEY TERRANCE J. SHANLEY2016-04-15
0032013-07-01TERRANCE J. SHANLEY TERRANCE J. SHANLEY2015-04-14
0032012-07-01TERRANCE J. SHANLEY DONNA M. VITALE2014-04-15
0032011-07-01TERRENCE J. SHANLEY DONNA M. VITALE2013-04-08
0032010-07-01TERRENCE J. SHANLEY EDWARD P. KELLEY2012-04-05
0032009-07-01TERENCE J. SHANLEY TERENCE J. SHANLEY2011-03-28

Plan Statistics for ROBERT F. KENNEDY CHILDREN'S ACTION CORPS, INC. 401(K) PLAN

401k plan membership statisitcs for ROBERT F. KENNEDY CHILDREN'S ACTION CORPS, INC. 401(K) PLAN

Measure Date Value
2021: ROBERT F. KENNEDY CHILDREN'S ACTION CORPS, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-07-01327
Total number of active participants reported on line 7a of the Form 55002021-07-010
Number of retired or separated participants receiving benefits2021-07-010
Number of other retired or separated participants entitled to future benefits2021-07-010
Total of all active and inactive participants2021-07-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-010
Total participants2021-07-010
Number of participants with account balances2021-07-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-010
2020: ROBERT F. KENNEDY CHILDREN'S ACTION CORPS, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-07-01339
Total number of active participants reported on line 7a of the Form 55002020-07-0191
Number of retired or separated participants receiving benefits2020-07-010
Number of other retired or separated participants entitled to future benefits2020-07-01234
Total of all active and inactive participants2020-07-01325
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-012
Total participants2020-07-01327
Number of participants with account balances2020-07-01323
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-0116
2019: ROBERT F. KENNEDY CHILDREN'S ACTION CORPS, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-07-01359
Total number of active participants reported on line 7a of the Form 55002019-07-01143
Number of retired or separated participants receiving benefits2019-07-010
Number of other retired or separated participants entitled to future benefits2019-07-01195
Total of all active and inactive participants2019-07-01338
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-011
Total participants2019-07-01339
Number of participants with account balances2019-07-01336
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-0130
2018: ROBERT F. KENNEDY CHILDREN'S ACTION CORPS, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-01330
Total number of active participants reported on line 7a of the Form 55002018-07-01194
Number of retired or separated participants receiving benefits2018-07-010
Number of other retired or separated participants entitled to future benefits2018-07-01165
Total of all active and inactive participants2018-07-01359
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-010
Total participants2018-07-01359
Number of participants with account balances2018-07-01348
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-0121
2017: ROBERT F. KENNEDY CHILDREN'S ACTION CORPS, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-01319
Total number of active participants reported on line 7a of the Form 55002017-07-01173
Number of retired or separated participants receiving benefits2017-07-010
Number of other retired or separated participants entitled to future benefits2017-07-01155
Total of all active and inactive participants2017-07-01328
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-012
Total participants2017-07-01330
Number of participants with account balances2017-07-01322
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-018
2016: ROBERT F. KENNEDY CHILDREN'S ACTION CORPS, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-01305
Total number of active participants reported on line 7a of the Form 55002016-07-01176
Number of retired or separated participants receiving benefits2016-07-010
Number of other retired or separated participants entitled to future benefits2016-07-01142
Total of all active and inactive participants2016-07-01318
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-011
Total participants2016-07-01319
Number of participants with account balances2016-07-01307
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-0123
2015: ROBERT F. KENNEDY CHILDREN'S ACTION CORPS, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-01304
Total number of active participants reported on line 7a of the Form 55002015-07-01178
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-01125
Total of all active and inactive participants2015-07-01303
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-012
Total participants2015-07-01305
Number of participants with account balances2015-07-01304
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-0130
2014: ROBERT F. KENNEDY CHILDREN'S ACTION CORPS, INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-01245
Total number of active participants reported on line 7a of the Form 55002014-07-01195
Number of retired or separated participants receiving benefits2014-07-010
Number of other retired or separated participants entitled to future benefits2014-07-01107
Total of all active and inactive participants2014-07-01302
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-012
Total participants2014-07-01304
Number of participants with account balances2014-07-01304
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-0120
2013: ROBERT F. KENNEDY CHILDREN'S ACTION CORPS, INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-01359
Total number of active participants reported on line 7a of the Form 55002013-07-01190
Number of retired or separated participants receiving benefits2013-07-010
Number of other retired or separated participants entitled to future benefits2013-07-0154
Total of all active and inactive participants2013-07-01244
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-011
Total participants2013-07-01245
Number of participants with account balances2013-07-01210
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-019
2012: ROBERT F. KENNEDY CHILDREN'S ACTION CORPS, INC. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-01379
Total number of active participants reported on line 7a of the Form 55002012-07-01275
Number of retired or separated participants receiving benefits2012-07-010
Number of other retired or separated participants entitled to future benefits2012-07-0184
Total of all active and inactive participants2012-07-01359
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-010
Total participants2012-07-01359
Number of participants with account balances2012-07-01188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-014
2011: ROBERT F. KENNEDY CHILDREN'S ACTION CORPS, INC. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-01387
Total number of active participants reported on line 7a of the Form 55002011-07-01297
Number of retired or separated participants receiving benefits2011-07-010
Number of other retired or separated participants entitled to future benefits2011-07-0182
Total of all active and inactive participants2011-07-01379
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-010
Total participants2011-07-01379
Number of participants with account balances2011-07-01200
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-015
2010: ROBERT F. KENNEDY CHILDREN'S ACTION CORPS, INC. 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-07-01444
Total number of active participants reported on line 7a of the Form 55002010-07-01287
Number of retired or separated participants receiving benefits2010-07-010
Number of other retired or separated participants entitled to future benefits2010-07-01100
Total of all active and inactive participants2010-07-01387
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-07-010
Total participants2010-07-01387
Number of participants with account balances2010-07-01215
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-07-0111
2009: ROBERT F. KENNEDY CHILDREN'S ACTION CORPS, INC. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-01447
Total number of active participants reported on line 7a of the Form 55002009-07-01367
Number of retired or separated participants receiving benefits2009-07-010
Number of other retired or separated participants entitled to future benefits2009-07-0177
Total of all active and inactive participants2009-07-01444
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-010
Total participants2009-07-01444
Number of participants with account balances2009-07-01229
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-0112

Financial Data on ROBERT F. KENNEDY CHILDREN'S ACTION CORPS, INC. 401(K) PLAN

Measure Date Value
2022 : ROBERT F. KENNEDY CHILDREN'S ACTION CORPS, INC. 401(K) PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-06-28$-172,020
Total of all expenses incurred2022-06-28$6,914,131
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-28$6,912,821
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-28$86,572
Value of total assets at end of year2022-06-28$0
Value of total assets at beginning of year2022-06-28$7,086,151
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-28$1,310
Total interest from all sources2022-06-28$7,357
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-28Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2022-06-28$0
Was this plan covered by a fidelity bond2022-06-28Yes
Value of fidelity bond cover2022-06-28$1,000,000
If this is an individual account plan, was there a blackout period2022-06-28No
Were there any nonexempt tranactions with any party-in-interest2022-06-28No
Contributions received from participants2022-06-28$85,943
Participant contributions at end of year2022-06-28$0
Participant contributions at beginning of year2022-06-28$112,525
Income. Received or receivable in cash from other sources (including rollovers)2022-06-28$629
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-28No
Value of net income/loss2022-06-28$-7,086,151
Value of net assets at end of year (total assets less liabilities)2022-06-28$0
Value of net assets at beginning of year (total assets less liabilities)2022-06-28$7,086,151
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-28No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-28No
Were any leases to which the plan was party in default or uncollectible2022-06-28No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-06-28$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-06-28$6,151,055
Interest on participant loans2022-06-28$3,377
Interest earned on other investments2022-06-28$3,980
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-06-28$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-06-28$791,927
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-06-28$-265,949
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-28No
Was there a failure to transmit to the plan any participant contributions2022-06-28No
Has the plan failed to provide any benefit when due under the plan2022-06-28No
Employer contributions (assets) at end of year2022-06-28$0
Employer contributions (assets) at beginning of year2022-06-28$30,644
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-28$6,912,821
Contract administrator fees2022-06-28$1,310
Did the plan have assets held for investment2022-06-28No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-28No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-28Yes
Opinion of an independent qualified public accountant for this plan2022-06-28Unqualified
Accountancy firm name2022-06-28LEONARD, MULHERIN & GREENE P.C.
Accountancy firm EIN2022-06-28043108635
2021 : ROBERT F. KENNEDY CHILDREN'S ACTION CORPS, INC. 401(K) 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$1,874,549
Total loss/gain on sale of assets2021-06-30$0
Total of all expenses incurred2021-06-30$629,022
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$627,244
Expenses. Certain deemed distributions of participant loans2021-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$367,201
Value of total assets at end of year2021-06-30$7,086,151
Value of total assets at beginning of year2021-06-30$5,840,624
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$1,778
Total interest from all sources2021-06-30$12,195
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$1,000,000
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$280,634
Participant contributions at end of year2021-06-30$112,525
Participant contributions at beginning of year2021-06-30$100,996
Participant contributions at end of year2021-06-30$0
Participant contributions at beginning of year2021-06-30$13,272
Income. Received or receivable in cash from other sources (including rollovers)2021-06-30$55,923
Other income not declared elsewhere2021-06-30$0
Administrative expenses (other) incurred2021-06-30$1,778
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$1,245,527
Value of net assets at end of year (total assets less liabilities)2021-06-30$7,086,151
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$5,840,624
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$6,151,055
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-06-30$4,991,980
Interest on participant loans2021-06-30$4,607
Interest earned on other investments2021-06-30$7,588
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-06-30$791,927
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-06-30$734,376
Expenses. Payments to insurance carriers foe the provision of benefits2021-06-30$0
Net investment gain/loss from pooled separate accounts2021-06-30$1,495,153
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$30,644
Employer contributions (assets) at end of year2021-06-30$30,644
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$627,244
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 : ROBERT F. KENNEDY CHILDREN'S ACTION CORPS, INC. 401(K) 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$495,694
Total loss/gain on sale of assets2020-06-30$0
Total of all expenses incurred2020-06-30$891,989
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$883,469
Expenses. Certain deemed distributions of participant loans2020-06-30$1,597
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$378,996
Value of total assets at end of year2020-06-30$5,840,624
Value of total assets at beginning of year2020-06-30$6,236,919
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$6,923
Total interest from all sources2020-06-30$13,603
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$362,020
Participant contributions at end of year2020-06-30$100,996
Participant contributions at beginning of year2020-06-30$118,125
Participant contributions at end of year2020-06-30$13,272
Participant contributions at beginning of year2020-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2020-06-30$16,976
Other income not declared elsewhere2020-06-30$0
Administrative expenses (other) incurred2020-06-30$6,923
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$-396,295
Value of net assets at end of year (total assets less liabilities)2020-06-30$5,840,624
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$6,236,919
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$4,991,980
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$5,579,541
Interest on participant loans2020-06-30$6,183
Interest earned on other investments2020-06-30$7,420
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-06-30$734,376
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-06-30$525,486
Expenses. Payments to insurance carriers foe the provision of benefits2020-06-30$0
Net investment gain/loss from pooled separate accounts2020-06-30$103,095
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
Contributions received in cash from employer2020-06-30$0
Employer contributions (assets) at end of year2020-06-30$0
Employer contributions (assets) at beginning of year2020-06-30$13,767
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$883,469
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 name2020-06-30RSM US LLP
Accountancy firm EIN2020-06-30420714325
2019 : ROBERT F. KENNEDY CHILDREN'S ACTION CORPS, INC. 401(K) 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$706,458
Total loss/gain on sale of assets2019-06-30$0
Total of all expenses incurred2019-06-30$596,314
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$583,468
Expenses. Certain deemed distributions of participant loans2019-06-30$11,055
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$433,828
Value of total assets at end of year2019-06-30$6,236,919
Value of total assets at beginning of year2019-06-30$6,126,775
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$1,791
Total interest from all sources2019-06-30$10,719
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$374,113
Participant contributions at end of year2019-06-30$118,125
Participant contributions at beginning of year2019-06-30$78,255
Income. Received or receivable in cash from other sources (including rollovers)2019-06-30$45,063
Other income not declared elsewhere2019-06-30$0
Administrative expenses (other) incurred2019-06-30$1,791
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$110,144
Value of net assets at end of year (total assets less liabilities)2019-06-30$6,236,919
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$6,126,775
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$5,579,541
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$5,671,808
Interest on participant loans2019-06-30$5,197
Interest earned on other investments2019-06-30$5,522
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-06-30$525,486
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-06-30$344,066
Expenses. Payments to insurance carriers foe the provision of benefits2019-06-30$0
Net investment gain/loss from pooled separate accounts2019-06-30$261,911
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$14,652
Employer contributions (assets) at end of year2019-06-30$13,767
Employer contributions (assets) at beginning of year2019-06-30$32,646
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$583,468
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 name2019-06-30RSM US LLP
Accountancy firm EIN2019-06-30420714325
2018 : ROBERT F. KENNEDY CHILDREN'S ACTION CORPS, INC. 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total income from all sources (including contributions)2018-06-30$889,329
Total loss/gain on sale of assets2018-06-30$0
Total of all expenses incurred2018-06-30$340,976
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$332,777
Expenses. Certain deemed distributions of participant loans2018-06-30$6,351
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$449,063
Value of total assets at end of year2018-06-30$6,126,775
Value of total assets at beginning of year2018-06-30$5,578,422
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$1,848
Total interest from all sources2018-06-30$6,574
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$409,080
Participant contributions at end of year2018-06-30$78,255
Participant contributions at beginning of year2018-06-30$75,014
Participant contributions at beginning of year2018-06-30$17,102
Income. Received or receivable in cash from other sources (including rollovers)2018-06-30$9,764
Other income not declared elsewhere2018-06-30$0
Administrative expenses (other) incurred2018-06-30$1,848
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$548,353
Value of net assets at end of year (total assets less liabilities)2018-06-30$6,126,775
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$5,578,422
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$5,671,808
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$5,168,164
Interest on participant loans2018-06-30$3,318
Interest earned on other investments2018-06-30$3,256
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-06-30$344,066
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-06-30$283,602
Expenses. Payments to insurance carriers foe the provision of benefits2018-06-30$0
Net investment gain/loss from pooled separate accounts2018-06-30$433,692
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
Contributions received in cash from employer2018-06-30$30,219
Employer contributions (assets) at end of year2018-06-30$32,646
Employer contributions (assets) at beginning of year2018-06-30$34,540
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$332,777
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 name2018-06-30RSM US LLP
Accountancy firm EIN2018-06-30420714325
2017 : ROBERT F. KENNEDY CHILDREN'S ACTION CORPS, INC. 401(K) 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$1,024,974
Total loss/gain on sale of assets2017-06-30$0
Total of all expenses incurred2017-06-30$312,652
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$284,959
Expenses. Certain deemed distributions of participant loans2017-06-30$25,771
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$451,849
Value of total assets at end of year2017-06-30$5,578,422
Value of total assets at beginning of year2017-06-30$4,866,100
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$1,922
Total interest from all sources2017-06-30$6,332
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$392,530
Participant contributions at end of year2017-06-30$75,014
Participant contributions at beginning of year2017-06-30$109,504
Participant contributions at end of year2017-06-30$17,102
Income. Received or receivable in cash from other sources (including rollovers)2017-06-30$24,834
Other income not declared elsewhere2017-06-30$0
Administrative expenses (other) incurred2017-06-30$1,922
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$712,322
Value of net assets at end of year (total assets less liabilities)2017-06-30$5,578,422
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$4,866,100
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$5,168,164
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$4,474,409
Interest on participant loans2017-06-30$3,305
Interest earned on other investments2017-06-30$3,027
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-06-30$283,602
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-06-30$249,359
Expenses. Payments to insurance carriers foe the provision of benefits2017-06-30$0
Net investment gain/loss from pooled separate accounts2017-06-30$566,793
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
Contributions received in cash from employer2017-06-30$34,485
Employer contributions (assets) at end of year2017-06-30$34,540
Employer contributions (assets) at beginning of year2017-06-30$32,828
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$284,959
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 name2017-06-30RSM US LLP
Accountancy firm EIN2017-06-30420714325
2016 : ROBERT F. KENNEDY CHILDREN'S ACTION CORPS, INC. 401(K) 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
Expenses. Interest paid2016-06-30$2,150
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022016-06-30$2,150
Total income from all sources (including contributions)2016-06-30$498,914
Total loss/gain on sale of assets2016-06-30$0
Total of all expenses incurred2016-06-30$230,544
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$226,354
Expenses. Certain deemed distributions of participant loans2016-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$475,975
Value of total assets at end of year2016-06-30$4,866,100
Value of total assets at beginning of year2016-06-30$4,597,730
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$2,040
Total interest from all sources2016-06-30$7,380
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$400,000
If this is an individual account plan, was there a blackout period2016-06-30No
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Contributions received from participants2016-06-30$398,222
Participant contributions at end of year2016-06-30$109,504
Participant contributions at beginning of year2016-06-30$112,854
Participant contributions at beginning of year2016-06-30$15,293
Income. Received or receivable in cash from other sources (including rollovers)2016-06-30$44,841
Other income not declared elsewhere2016-06-30$0
Administrative expenses (other) incurred2016-06-30$2,040
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$268,370
Value of net assets at end of year (total assets less liabilities)2016-06-30$4,866,100
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$4,597,730
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$4,474,409
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$4,281,947
Interest on participant loans2016-06-30$4,628
Interest earned on other investments2016-06-30$2,752
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-06-30$249,359
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-06-30$172,692
Expenses. Payments to insurance carriers foe the provision of benefits2016-06-30$0
Net investment gain/loss from pooled separate accounts2016-06-30$15,559
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 contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$32,912
Employer contributions (assets) at end of year2016-06-30$32,828
Employer contributions (assets) at beginning of year2016-06-30$14,944
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$226,354
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 name2016-06-30RSM US LLP
Accountancy firm EIN2016-06-30420714325
2015 : ROBERT F. KENNEDY CHILDREN'S ACTION CORPS, INC. 401(K) 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$667,569
Total loss/gain on sale of assets2015-06-30$0
Total of all expenses incurred2015-06-30$258,256
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$236,080
Expenses. Certain deemed distributions of participant loans2015-06-30$19,280
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$507,864
Value of total assets at end of year2015-06-30$4,597,730
Value of total assets at beginning of year2015-06-30$4,188,417
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$2,896
Total interest from all sources2015-06-30$5,983
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
Administrative expenses professional fees incurred2015-06-30$2,896
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$400,000
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$374,069
Participant contributions at end of year2015-06-30$112,854
Participant contributions at beginning of year2015-06-30$98,510
Participant contributions at end of year2015-06-30$15,293
Participant contributions at beginning of year2015-06-30$13,626
Income. Received or receivable in cash from other sources (including rollovers)2015-06-30$118,789
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$409,313
Value of net assets at end of year (total assets less liabilities)2015-06-30$4,597,730
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$4,188,417
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$4,281,947
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$3,936,786
Interest on participant loans2015-06-30$4,537
Interest earned on other investments2015-06-30$1,446
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-06-30$172,692
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-06-30$110,704
Expenses. Payments to insurance carriers foe the provision of benefits2015-06-30$0
Net investment gain/loss from pooled separate accounts2015-06-30$153,722
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 contributions2015-06-30Yes
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$15,006
Employer contributions (assets) at end of year2015-06-30$14,944
Employer contributions (assets) at beginning of year2015-06-30$28,791
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$236,080
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 name2015-06-30RSM US LLP
Accountancy firm EIN2015-06-30420714325
2014 : ROBERT F. KENNEDY CHILDREN'S ACTION CORPS, INC. 401(K) 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$1,039,160
Total loss/gain on sale of assets2014-06-30$0
Total of all expenses incurred2014-06-30$429,233
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$417,556
Expenses. Certain deemed distributions of participant loans2014-06-30$0
Value of total corrective distributions2014-06-30$730
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$421,824
Value of total assets at end of year2014-06-30$4,188,417
Value of total assets at beginning of year2014-06-30$3,578,490
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$10,947
Total interest from all sources2014-06-30$4,327
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
Administrative expenses professional fees incurred2014-06-30$900
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$350,000
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$327,623
Participant contributions at end of year2014-06-30$98,510
Participant contributions at beginning of year2014-06-30$68,540
Participant contributions at end of year2014-06-30$13,626
Income. Received or receivable in cash from other sources (including rollovers)2014-06-30$65,410
Administrative expenses (other) incurred2014-06-30$5,498
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$609,927
Value of net assets at end of year (total assets less liabilities)2014-06-30$4,188,417
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$3,578,490
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$3,936,786
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$3,431,601
Interest on participant loans2014-06-30$3,521
Interest earned on other investments2014-06-30$806
Value of interest in common/collective trusts at beginning of year2014-06-30$64,391
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-06-30$110,704
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-06-30$1,118
Expenses. Payments to insurance carriers foe the provision of benefits2014-06-30$0
Net investment gain/loss from pooled separate accounts2014-06-30$613,009
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 contributions2014-06-30Yes
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Contributions received in cash from employer2014-06-30$28,791
Employer contributions (assets) at end of year2014-06-30$28,791
Employer contributions (assets) at beginning of year2014-06-30$12,840
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$417,556
Contract administrator fees2014-06-30$4,549
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 name2014-06-30MCGLADREY, LLP
Accountancy firm EIN2014-06-30420714325
2013 : ROBERT F. KENNEDY CHILDREN'S ACTION CORPS, INC. 401(K) 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$739,348
Total loss/gain on sale of assets2013-06-30$0
Total of all expenses incurred2013-06-30$476,226
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$455,996
Value of total corrective distributions2013-06-30$511
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$323,786
Value of total assets at end of year2013-06-30$3,578,490
Value of total assets at beginning of year2013-06-30$3,315,368
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$19,719
Total interest from all sources2013-06-30$2,847
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$350,000
If this is an individual account plan, was there a blackout period2013-06-30No
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Contributions received from participants2013-06-30$297,617
Participant contributions at end of year2013-06-30$68,540
Participant contributions at beginning of year2013-06-30$75,202
Income. Received or receivable in cash from other sources (including rollovers)2013-06-30$13,329
Administrative expenses (other) incurred2013-06-30$1,950
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$263,122
Value of net assets at end of year (total assets less liabilities)2013-06-30$3,578,490
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$3,315,368
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$3,431,601
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-06-30$3,121,951
Interest on participant loans2013-06-30$2,847
Value of interest in common/collective trusts at end of year2013-06-30$64,391
Value of interest in common/collective trusts at beginning of year2013-06-30$103,551
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-06-30$1,118
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-06-30$3,005
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-06-30$412,375
Net investment gain or loss from common/collective trusts2013-06-30$340
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 contributions2013-06-30Yes
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$12,840
Employer contributions (assets) at end of year2013-06-30$12,840
Employer contributions (assets) at beginning of year2013-06-30$11,659
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$455,996
Contract administrator fees2013-06-30$17,769
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 name2013-06-30MCGLADREY LLP
Accountancy firm EIN2013-06-30420714325
2012 : ROBERT F. KENNEDY CHILDREN'S ACTION CORPS, INC. 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-06-30$0
Total transfer of assets to this plan2012-06-30$0
Total transfer of assets from this plan2012-06-30$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
Expenses. Interest paid2012-06-30$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022012-06-30$0
Total income from all sources (including contributions)2012-06-30$311,529
Total loss/gain on sale of assets2012-06-30$0
Total of all expenses incurred2012-06-30$248,511
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$204,953
Expenses. Certain deemed distributions of participant loans2012-06-30$26,414
Value of total corrective distributions2012-06-30$148
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$330,587
Value of total assets at end of year2012-06-30$3,315,368
Value of total assets at beginning of year2012-06-30$3,252,350
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$16,996
Total interest from all sources2012-06-30$3,854
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
Administrative expenses professional fees incurred2012-06-30$0
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$350,000
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Contributions received from participants2012-06-30$305,434
Participant contributions at end of year2012-06-30$75,202
Participant contributions at beginning of year2012-06-30$129,783
Participant contributions at end of year2012-06-30$0
Participant contributions at beginning of year2012-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2012-06-30$13,494
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-06-30$0
Other income not declared elsewhere2012-06-30$0
Administrative expenses (other) incurred2012-06-30$450
Total non interest bearing cash at end of year2012-06-30$0
Total non interest bearing cash at beginning of year2012-06-30$0
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
Income. Non cash contributions2012-06-30$0
Value of net income/loss2012-06-30$63,018
Value of net assets at end of year (total assets less liabilities)2012-06-30$3,315,368
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$3,252,350
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
Investment advisory and management fees2012-06-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-06-30$3,121,951
Value of interest in pooled separate accounts at end of year2012-06-30$0
Value of interest in pooled separate accounts at beginning of year2012-06-30$3,009,547
Interest on participant loans2012-06-30$3,854
Value of interest in common/collective trusts at end of year2012-06-30$103,551
Value of interest in common/collective trusts at beginning of year2012-06-30$81,751
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-06-30$3,005
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-06-30$17,493
Expenses. Payments to insurance carriers foe the provision of benefits2012-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-06-30$-23,480
Net investment gain/loss from pooled separate accounts2012-06-30$0
Net investment gain or loss from common/collective trusts2012-06-30$568
Net gain/loss from 103.12 investment entities2012-06-30$0
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
Contributions received in cash from employer2012-06-30$11,659
Employer contributions (assets) at end of year2012-06-30$11,659
Employer contributions (assets) at beginning of year2012-06-30$13,776
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$204,953
Contract administrator fees2012-06-30$16,546
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 name2012-06-30MCGLADERY LLP
Accountancy firm EIN2012-06-30420714325
2011 : ROBERT F. KENNEDY CHILDREN'S ACTION CORPS, INC. 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Expenses. Interest paid2011-06-30$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022011-06-30$0
Total income from all sources (including contributions)2011-06-30$1,027,461
Total loss/gain on sale of assets2011-06-30$0
Total of all expenses incurred2011-06-30$332,542
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$312,227
Expenses. Certain deemed distributions of participant loans2011-06-30$1,056
Value of total corrective distributions2011-06-30$767
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$427,962
Value of total assets at end of year2011-06-30$3,252,350
Value of total assets at beginning of year2011-06-30$2,557,431
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$18,492
Total interest from all sources2011-06-30$5,470
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
Administrative expenses professional fees incurred2011-06-30$0
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$350,000
If this is an individual account plan, was there a blackout period2011-06-30No
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Contributions received from participants2011-06-30$336,532
Participant contributions at end of year2011-06-30$129,783
Participant contributions at beginning of year2011-06-30$107,773
Participant contributions at end of year2011-06-30$0
Participant contributions at beginning of year2011-06-30$0
Assets. Other investments not covered elsewhere at beginning of year2011-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2011-06-30$77,654
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-06-30$0
Administrative expenses (other) incurred2011-06-30$1,425
Total non interest bearing cash at end of year2011-06-30$0
Total non interest bearing cash at beginning of year2011-06-30$0
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
Income. Non cash contributions2011-06-30$0
Value of net income/loss2011-06-30$694,919
Value of net assets at end of year (total assets less liabilities)2011-06-30$3,252,350
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$2,557,431
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
Investment advisory and management fees2011-06-30$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-06-30$2,328,505
Value of interest in pooled separate accounts at end of year2011-06-30$3,009,547
Interest on participant loans2011-06-30$5,470
Value of interest in common/collective trusts at end of year2011-06-30$81,751
Value of interest in common/collective trusts at beginning of year2011-06-30$105,681
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-06-30$17,493
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-06-30$7,505
Expenses. Payments to insurance carriers foe the provision of benefits2011-06-30$0
Net investment gain/loss from pooled separate accounts2011-06-30$593,056
Net investment gain or loss from common/collective trusts2011-06-30$973
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 contributions2011-06-30Yes
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$13,776
Employer contributions (assets) at end of year2011-06-30$13,776
Employer contributions (assets) at beginning of year2011-06-30$7,967
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$312,227
Contract administrator fees2011-06-30$17,067
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 name2011-06-30MCGLADERY & PULLEN LLP
Accountancy firm EIN2011-06-30420714325

Form 5500 Responses for ROBERT F. KENNEDY CHILDREN'S ACTION CORPS, INC. 401(K) PLAN

2021: ROBERT F. KENNEDY CHILDREN'S ACTION CORPS, INC. 401(K) PLAN 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01This submission is the final filingYes
2021-07-01This return/report is a short plan year return/report (less than 12 months)Yes
2021-07-01Plan funding arrangement – InsuranceYes
2021-07-01Plan benefit arrangement – InsuranceYes
2020: ROBERT F. KENNEDY CHILDREN'S ACTION CORPS, INC. 401(K) 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 benefit arrangement – InsuranceYes
2019: ROBERT F. KENNEDY CHILDREN'S ACTION CORPS, INC. 401(K) 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 benefit arrangement – InsuranceYes
2018: ROBERT F. KENNEDY CHILDREN'S ACTION CORPS, INC. 401(K) 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 benefit arrangement – InsuranceYes
2017: ROBERT F. KENNEDY CHILDREN'S ACTION CORPS, INC. 401(K) 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 benefit arrangement – InsuranceYes
2016: ROBERT F. KENNEDY CHILDREN'S ACTION CORPS, INC. 401(K) 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
2015: ROBERT F. KENNEDY CHILDREN'S ACTION CORPS, INC. 401(K) 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
2014: ROBERT F. KENNEDY CHILDREN'S ACTION CORPS, INC. 401(K) 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
2013: ROBERT F. KENNEDY CHILDREN'S ACTION CORPS, INC. 401(K) 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: ROBERT F. KENNEDY CHILDREN'S ACTION CORPS, INC. 401(K) 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: ROBERT F. KENNEDY CHILDREN'S ACTION CORPS, INC. 401(K) 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: ROBERT F. KENNEDY CHILDREN'S ACTION CORPS, INC. 401(K) 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: ROBERT F. KENNEDY CHILDREN'S ACTION CORPS, INC. 401(K) 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

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number006651E
Policy instance 1
Insurance contract or identification number006651E
Number of Individuals Covered0
Insurance policy start date2021-07-01
Insurance policy end date2022-06-28
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $957
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees957
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number006651E
Policy instance 1
Insurance contract or identification number006651E
Number of Individuals Covered327
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $957
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees957
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number006651E
Policy instance 1
Insurance contract or identification number006651E
Number of Individuals Covered339
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,764
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees1764
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number006651E
Policy instance 1
Insurance contract or identification number006651E
Number of Individuals Covered359
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,862
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees1862
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number006651E
Policy instance 1
Insurance contract or identification number006651E
Number of Individuals Covered330
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $993
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number006651E
Policy instance 1
Insurance contract or identification number006651E
Number of Individuals Covered305
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $2,165
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees2165
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker nameBOSTON REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number006651E
Policy instance 1
Insurance contract or identification number006651E
Number of Individuals Covered304
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $16,295
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees16295
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker nameBOSTON REGIONAL OFFICE
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number56659
Policy instance 1
Insurance contract or identification number56659
Number of Individuals Covered259
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $4,549
Total amount of fees paid to insurance companyUSD $900
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $4,549
Insurance broker organization code?3
Amount paid for insurance broker fees900
Additional information about fees paid to insurance brokerTHIRD PARTY ADMINISTRATOR
Insurance broker nameTYLER, ASSOCIATES, INC.
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number006651E
Policy instance 2
Insurance contract or identification number006651E
Number of Individuals Covered245
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number56659
Policy instance 1
Insurance contract or identification number56659
Number of Individuals Covered259
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $8,764
Total amount of fees paid to insurance companyUSD $3,694
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $8,764
Insurance broker organization code?3
Amount paid for insurance broker fees3694
Additional information about fees paid to insurance brokerTHIRD PARTY ADMINISTRATOR
Insurance broker nameTYLER ASSOCIATES, INC.
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number56659
Policy instance 1
Insurance contract or identification number56659
Number of Individuals Covered200
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Total amount of commissions paid to insurance brokerUSD $8,477
Total amount of fees paid to insurance companyUSD $2,044
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number56659
Policy instance 1
Insurance contract or identification number56659
Number of Individuals Covered292
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Total amount of commissions paid to insurance brokerUSD $7,597
Total amount of fees paid to insurance companyUSD $11,650
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No

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