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BFAIR 403(B) PLAN 401k Plan overview

Plan NameBFAIR 403(B) PLAN
Plan identification number 002

BFAIR 403(B) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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(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.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

BERKSHIRE FAMILY AND INDIVIDUAL RESOURCES, INC. has sponsored the creation of one or more 401k plans.

Company Name:BERKSHIRE FAMILY AND INDIVIDUAL RESOURCES, INC.
Employer identification number (EIN):043246975
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BFAIR 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-07-01RICHARD WEISENFLUE2024-01-09
0022021-07-01RICHARD WEISENFLUE2022-11-14
0022020-07-01RICHARD WEISENFLUE2021-12-15
0022019-07-01RICHARD WEISENFLUE2021-01-18
0022018-07-01RICHARD WEISENFLUE2020-01-15
0022017-07-01
0022016-07-01
0022015-07-01
0022014-07-01
0022013-07-01RICHARD WEISENFLUE
0022012-07-01RICHARD WEISENFLUE
0022011-07-01RICHARD WEISENFLUE
0022009-07-01RICHARD WEISENFLUE

Plan Statistics for BFAIR 403(B) PLAN

401k plan membership statisitcs for BFAIR 403(B) PLAN

Measure Date Value
2022: BFAIR 403(B) PLAN 2022 401k membership
Total participants, beginning-of-year2022-07-01267
Total number of active participants reported on line 7a of the Form 55002022-07-01189
Number of retired or separated participants receiving benefits2022-07-010
Number of other retired or separated participants entitled to future benefits2022-07-0160
Total of all active and inactive participants2022-07-01249
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-07-010
Total participants2022-07-01249
Number of participants with account balances2022-07-01164
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-07-014
2021: BFAIR 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year2021-07-01256
Total number of active participants reported on line 7a of the Form 55002021-07-01214
Number of retired or separated participants receiving benefits2021-07-010
Number of other retired or separated participants entitled to future benefits2021-07-0153
Total of all active and inactive participants2021-07-01267
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-010
Total participants2021-07-01267
Number of participants with account balances2021-07-01158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-012
2020: BFAIR 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year2020-07-01307
Total number of active participants reported on line 7a of the Form 55002020-07-01210
Number of retired or separated participants receiving benefits2020-07-010
Number of other retired or separated participants entitled to future benefits2020-07-0146
Total of all active and inactive participants2020-07-01256
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-010
Total participants2020-07-01256
Number of participants with account balances2020-07-01138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-019
2019: BFAIR 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year2019-07-01260
Total number of active participants reported on line 7a of the Form 55002019-07-01272
Number of retired or separated participants receiving benefits2019-07-010
Number of other retired or separated participants entitled to future benefits2019-07-0135
Total of all active and inactive participants2019-07-01307
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-010
Total participants2019-07-01307
Number of participants with account balances2019-07-01136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-019
2018: BFAIR 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-01266
Total number of active participants reported on line 7a of the Form 55002018-07-01238
Number of retired or separated participants receiving benefits2018-07-010
Number of other retired or separated participants entitled to future benefits2018-07-0122
Total of all active and inactive participants2018-07-01260
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-010
Total participants2018-07-01260
Number of participants with account balances2018-07-01136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-0111
2017: BFAIR 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-01247
Total number of active participants reported on line 7a of the Form 55002017-07-01258
Number of retired or separated participants receiving benefits2017-07-010
Number of other retired or separated participants entitled to future benefits2017-07-018
Total of all active and inactive participants2017-07-01266
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-010
Total participants2017-07-01266
Number of participants with account balances2017-07-0186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-011
2016: BFAIR 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-01276
Total number of active participants reported on line 7a of the Form 55002016-07-01238
Number of retired or separated participants receiving benefits2016-07-010
Number of other retired or separated participants entitled to future benefits2016-07-019
Total of all active and inactive participants2016-07-01247
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-010
Total participants2016-07-01247
Number of participants with account balances2016-07-0155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-011
2015: BFAIR 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-01308
Total number of active participants reported on line 7a of the Form 55002015-07-01269
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-017
Total of all active and inactive participants2015-07-01276
Total participants2015-07-01276
Number of participants with account balances2015-07-0149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-010
2014: BFAIR 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-01210
Total number of active participants reported on line 7a of the Form 55002014-07-01302
Number of retired or separated participants receiving benefits2014-07-010
Number of other retired or separated participants entitled to future benefits2014-07-016
Total of all active and inactive participants2014-07-01308
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-010
Total participants2014-07-01308
Number of participants with account balances2014-07-0143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-011
2013: BFAIR 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-01176
Total number of active participants reported on line 7a of the Form 55002013-07-01206
Number of retired or separated participants receiving benefits2013-07-010
Number of other retired or separated participants entitled to future benefits2013-07-014
Total of all active and inactive participants2013-07-01210
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-010
Total participants2013-07-01210
Number of participants with account balances2013-07-0133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-011
2012: BFAIR 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-01157
Total number of active participants reported on line 7a of the Form 55002012-07-01172
Number of retired or separated participants receiving benefits2012-07-010
Number of other retired or separated participants entitled to future benefits2012-07-014
Total of all active and inactive participants2012-07-01176
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-010
Total participants2012-07-01176
Number of participants with account balances2012-07-0134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-012
2011: BFAIR 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-01181
Total number of active participants reported on line 7a of the Form 55002011-07-01153
Number of retired or separated participants receiving benefits2011-07-010
Number of other retired or separated participants entitled to future benefits2011-07-014
Total of all active and inactive participants2011-07-01157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-010
Total participants2011-07-01157
Number of participants with account balances2011-07-0135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-012
2009: BFAIR 403(B) PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-01139
Total number of active participants reported on line 7a of the Form 55002009-07-01175
Number of retired or separated participants receiving benefits2009-07-010
Number of other retired or separated participants entitled to future benefits2009-07-014
Total of all active and inactive participants2009-07-01179
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-010
Total participants2009-07-01179
Number of participants with account balances2009-07-0132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-011

Financial Data on BFAIR 403(B) PLAN

Measure Date Value
2023 : BFAIR 403(B) PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-06-30$0
Total income from all sources (including contributions)2023-06-30$577,100
Total loss/gain on sale of assets2023-06-30$0
Total of all expenses incurred2023-06-30$434,967
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-06-30$409,779
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-06-30$324,797
Value of total assets at end of year2023-06-30$2,768,811
Value of total assets at beginning of year2023-06-30$2,626,678
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-06-30$25,188
Total interest from all sources2023-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2023-06-30$124,024
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2023-06-30$124,024
Was this plan covered by a fidelity bond2023-06-30Yes
Value of fidelity bond cover2023-06-30$400,000
If this is an individual account plan, was there a blackout period2023-06-30No
Were there any nonexempt tranactions with any party-in-interest2023-06-30No
Contributions received from participants2023-06-30$203,394
Income. Received or receivable in cash from other sources (including rollovers)2023-06-30$9,788
Administrative expenses (other) incurred2023-06-30$25,188
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-06-30No
Value of net income/loss2023-06-30$142,133
Value of net assets at end of year (total assets less liabilities)2023-06-30$2,768,811
Value of net assets at beginning of year (total assets less liabilities)2023-06-30$2,626,678
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2023-06-30No
Were any leases to which the plan was party in default or uncollectible2023-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-06-30$2,657,196
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-06-30$2,536,161
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-06-30$128,279
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-06-30No
Was there a failure to transmit to the plan any participant contributions2023-06-30Yes
Has the plan failed to provide any benefit when due under the plan2023-06-30No
Contributions received in cash from employer2023-06-30$111,615
Employer contributions (assets) at end of year2023-06-30$111,615
Employer contributions (assets) at beginning of year2023-06-30$90,517
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-06-30$409,779
Did the plan have assets held for investment2023-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-06-30No
Opinion of an independent qualified public accountant for this plan2023-06-30Unqualified
Accountancy firm name2023-06-30LOMBARDI, CLAIRMONT & KEEGAN
Accountancy firm EIN2023-06-30042511474
2022 : BFAIR 403(B) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total income from all sources (including contributions)2022-06-30$-80,033
Total loss/gain on sale of assets2022-06-30$0
Total of all expenses incurred2022-06-30$101,982
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$82,710
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$275,064
Value of total assets at end of year2022-06-30$2,626,678
Value of total assets at beginning of year2022-06-30$2,808,693
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$19,272
Total interest from all sources2022-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2022-06-30$164,716
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2022-06-30$164,716
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$400,000
If this is an individual account plan, was there a blackout period2022-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2022-06-30$0
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Contributions received from participants2022-06-30$184,547
Administrative expenses (other) incurred2022-06-30$19,272
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$-182,015
Value of net assets at end of year (total assets less liabilities)2022-06-30$2,626,678
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$2,808,693
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30No
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-06-30$2,536,161
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-06-30$2,724,540
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-06-30$-519,813
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30No
Was there a failure to transmit to the plan any participant contributions2022-06-30No
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Contributions received in cash from employer2022-06-30$90,517
Employer contributions (assets) at end of year2022-06-30$90,517
Employer contributions (assets) at beginning of year2022-06-30$84,153
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$82,710
Did the plan have assets held for investment2022-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-30No
Opinion of an independent qualified public accountant for this plan2022-06-30Unqualified
Accountancy firm name2022-06-30LOMBARDI, CLAIRMONT & KEEGAN
Accountancy firm EIN2022-06-30042511474
2021 : BFAIR 403(B) 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$768,925
Total loss/gain on sale of assets2021-06-30$0
Total of all expenses incurred2021-06-30$158,649
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$135,728
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$245,186
Value of total assets at end of year2021-06-30$2,808,693
Value of total assets at beginning of year2021-06-30$2,198,417
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$22,921
Total interest from all sources2021-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$87,797
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2021-06-30$87,797
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$400,000
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$157,295
Income. Received or receivable in cash from other sources (including rollovers)2021-06-30$3,738
Administrative expenses (other) incurred2021-06-30$22,921
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$610,276
Value of net assets at end of year (total assets less liabilities)2021-06-30$2,808,693
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$2,198,417
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$2,724,540
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-06-30$2,100,683
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-06-30$435,942
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$84,153
Employer contributions (assets) at end of year2021-06-30$84,153
Employer contributions (assets) at beginning of year2021-06-30$97,734
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$135,728
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 plan2021-06-30Unqualified
Accountancy firm name2021-06-30LOMBARDI, CLAIRMONT & KEEGAN
Accountancy firm EIN2021-06-30042511474
2020 : BFAIR 403(B) 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$383,361
Total loss/gain on sale of assets2020-06-30$0
Total of all expenses incurred2020-06-30$83,383
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$64,096
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$265,762
Value of total assets at end of year2020-06-30$2,198,417
Value of total assets at beginning of year2020-06-30$1,898,439
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$19,287
Total interest from all sources2020-06-30$527
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$79,076
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2020-06-30$79,076
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$400,000
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$168,028
Administrative expenses (other) incurred2020-06-30$19,287
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$299,978
Value of net assets at end of year (total assets less liabilities)2020-06-30$2,198,417
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$1,898,439
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$2,100,683
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$1,636,722
Interest earned on other investments2020-06-30$527
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-06-30$175,680
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-06-30$37,996
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$97,734
Employer contributions (assets) at end of year2020-06-30$97,734
Employer contributions (assets) at beginning of year2020-06-30$86,037
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$64,096
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 name2020-06-30LOMBARDI, CLAIRMONT & KEEGAN
Accountancy firm EIN2020-06-30042511474
2019 : BFAIR 403(B) 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$315,709
Total loss/gain on sale of assets2019-06-30$0
Total of all expenses incurred2019-06-30$82,463
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$72,834
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$255,515
Value of total assets at end of year2019-06-30$1,898,439
Value of total assets at beginning of year2019-06-30$1,665,193
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$9,629
Total interest from all sources2019-06-30$1,937
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$91,878
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2019-06-30$91,878
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$400,000
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$165,089
Income. Received or receivable in cash from other sources (including rollovers)2019-06-30$4,372
Administrative expenses (other) incurred2019-06-30$9,629
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$233,246
Value of net assets at end of year (total assets less liabilities)2019-06-30$1,898,439
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$1,665,193
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$1,636,722
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$1,433,048
Interest earned on other investments2019-06-30$1,937
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-06-30$175,680
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-06-30$166,600
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-06-30$-33,621
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$86,054
Employer contributions (assets) at end of year2019-06-30$86,037
Employer contributions (assets) at beginning of year2019-06-30$65,545
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$72,834
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-06-30No
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 name2019-06-30LOMBARDI, CLAIRMONT & KEEGAN
Accountancy firm EIN2019-06-30042511474
2018 : BFAIR 403(B) 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$352,422
Total loss/gain on sale of assets2018-06-30$0
Total of all expenses incurred2018-06-30$290,084
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$279,912
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$232,146
Value of total assets at end of year2018-06-30$1,665,193
Value of total assets at beginning of year2018-06-30$1,602,855
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$10,172
Total interest from all sources2018-06-30$1,461
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$68,471
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2018-06-30$68,471
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$400,000
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$122,388
Income. Received or receivable in cash from other sources (including rollovers)2018-06-30$44,793
Administrative expenses (other) incurred2018-06-30$240
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$62,338
Value of net assets at end of year (total assets less liabilities)2018-06-30$1,665,193
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$1,602,855
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$1,433,048
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$1,442,174
Interest earned on other investments2018-06-30$1,461
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-06-30$166,600
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-06-30$105,504
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-06-30$50,344
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$64,965
Employer contributions (assets) at end of year2018-06-30$65,545
Employer contributions (assets) at beginning of year2018-06-30$55,177
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$279,912
Contract administrator fees2018-06-30$9,932
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-06-30No
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 name2018-06-30LOMBARDI, CLAIRMONT & KEEGAN
Accountancy firm EIN2018-06-30042511474
2017 : BFAIR 403(B) 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$341,792
Total loss/gain on sale of assets2017-06-30$0
Total of all expenses incurred2017-06-30$15,473
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$6,562
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$182,176
Value of total assets at end of year2017-06-30$1,602,855
Value of total assets at beginning of year2017-06-30$1,276,536
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$8,911
Total interest from all sources2017-06-30$1,058
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$42,079
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2017-06-30$42,079
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$400,000
If this is an individual account plan, was there a blackout period2017-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-06-30$0
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Contributions received from participants2017-06-30$126,999
Administrative expenses (other) incurred2017-06-30$8,911
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$326,319
Value of net assets at end of year (total assets less liabilities)2017-06-30$1,602,855
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$1,276,536
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$1,442,174
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$1,134,735
Interest earned on other investments2017-06-30$1,058
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-06-30$105,504
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-06-30$82,900
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-06-30$116,479
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$55,177
Employer contributions (assets) at end of year2017-06-30$55,177
Employer contributions (assets) at beginning of year2017-06-30$58,901
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$6,562
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-06-30No
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 name2017-06-30LOMBARDI, CLAIRMONT & KEEGAN
Accountancy firm EIN2017-06-30042511474
2016 : BFAIR 403(B) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total income from all sources (including contributions)2016-06-30$165,208
Total loss/gain on sale of assets2016-06-30$0
Total of all expenses incurred2016-06-30$79,225
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$72,046
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$172,580
Value of total assets at end of year2016-06-30$1,276,536
Value of total assets at beginning of year2016-06-30$1,190,553
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$7,179
Total interest from all sources2016-06-30$850
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$63,629
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2016-06-30$63,629
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-06-30$0
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Contributions received from participants2016-06-30$113,694
Administrative expenses (other) incurred2016-06-30$7,179
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$85,983
Value of net assets at end of year (total assets less liabilities)2016-06-30$1,276,536
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$1,190,553
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$1,134,735
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$977,344
Interest earned on other investments2016-06-30$850
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-06-30$82,900
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-06-30$50,155
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-06-30$-71,851
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$58,886
Employer contributions (assets) at end of year2016-06-30$58,901
Employer contributions (assets) at beginning of year2016-06-30$163,054
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$72,046
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-06-30No
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 name2016-06-30LOMBARDI, CLAIRMONT & KEEGAN
Accountancy firm EIN2016-06-30042511474
2015 : BFAIR 403(B) 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$317,519
Total loss/gain on sale of assets2015-06-30$0
Total of all expenses incurred2015-06-30$5,571
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$294,997
Value of total assets at end of year2015-06-30$1,190,553
Value of total assets at beginning of year2015-06-30$878,605
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$5,571
Total interest from all sources2015-06-30$500
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$20,354
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2015-06-30$20,354
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 period2015-06-30Yes
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Contributions received from participants2015-06-30$100,989
Income. Received or receivable in cash from other sources (including rollovers)2015-06-30$31,239
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$311,948
Value of net assets at end of year (total assets less liabilities)2015-06-30$1,190,553
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$878,605
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$977,344
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$833,455
Interest earned on other investments2015-06-30$500
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-06-30$50,155
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-06-30$236
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-06-30$1,668
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30No
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$162,769
Employer contributions (assets) at end of year2015-06-30$163,054
Employer contributions (assets) at beginning of year2015-06-30$44,914
Contract administrator fees2015-06-30$5,571
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-06-30Yes
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 name2015-06-30LOMBARDI, CLAIRMONT & KEEGAN
Accountancy firm EIN2015-06-30042511474
2014 : BFAIR 403(B) 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$244,156
Total loss/gain on sale of assets2014-06-30$0
Total of all expenses incurred2014-06-30$46,279
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$40,157
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$123,694
Value of total assets at end of year2014-06-30$878,605
Value of total assets at beginning of year2014-06-30$680,728
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$6,122
Total interest from all sources2014-06-30$1
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$11,264
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2014-06-30$11,264
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$400,000
If this is an individual account plan, was there a blackout period2014-06-30Yes
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$78,854
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$197,877
Value of net assets at end of year (total assets less liabilities)2014-06-30$878,605
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$680,728
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$833,455
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$637,758
Interest earned on other investments2014-06-30$1
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-06-30$236
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-06-30$109,197
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30No
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Contributions received in cash from employer2014-06-30$44,840
Employer contributions (assets) at end of year2014-06-30$44,914
Employer contributions (assets) at beginning of year2014-06-30$42,970
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$40,157
Contract administrator fees2014-06-30$6,122
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-06-30Yes
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 name2014-06-30SMITH WATSON & COMPANY, LLP
Accountancy firm EIN2014-06-30042530803
2013 : BFAIR 403(B) 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$151,935
Total loss/gain on sale of assets2013-06-30$0
Total of all expenses incurred2013-06-30$5,956
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$3,491
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$114,604
Value of total assets at end of year2013-06-30$680,728
Value of total assets at beginning of year2013-06-30$534,749
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$2,465
Total interest from all sources2013-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$48
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2013-06-30$48
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$400,000
If this is an individual account plan, was there a blackout period2013-06-30Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-06-30$0
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Contributions received from participants2013-06-30$34,703
Administrative expenses (other) incurred2013-06-30$2,465
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$145,979
Value of net assets at end of year (total assets less liabilities)2013-06-30$680,728
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$534,749
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$637,758
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-06-30$494,067
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-06-30$412
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-06-30$37,283
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30No
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$79,901
Employer contributions (assets) at end of year2013-06-30$42,970
Employer contributions (assets) at beginning of year2013-06-30$40,270
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$3,491
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-06-30Yes
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 name2013-06-30SMITH WATSON & COMPANY, LLP
Accountancy firm EIN2013-06-30042530803
2012 : BFAIR 403(B) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total income from all sources (including contributions)2012-06-30$98,391
Total loss/gain on sale of assets2012-06-30$0
Total of all expenses incurred2012-06-30$64,899
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$64,899
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$103,184
Value of total assets at end of year2012-06-30$534,749
Value of total assets at beginning of year2012-06-30$501,257
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$0
Total interest from all sources2012-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$200,000
If this is an individual account plan, was there a blackout period2012-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-06-30$0
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Contributions received from participants2012-06-30$62,914
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$33,492
Value of net assets at end of year (total assets less liabilities)2012-06-30$534,749
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$501,257
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-06-30$494,067
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-06-30$414,751
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-06-30$412
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-06-30$55,103
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-06-30$-4,793
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$40,270
Employer contributions (assets) at end of year2012-06-30$40,270
Employer contributions (assets) at beginning of year2012-06-30$31,403
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$64,899
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 name2012-06-30SMITH WATSON & COMPANY, LLP
Accountancy firm EIN2012-06-30042530803
2011 : BFAIR 403(B) 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
Total income from all sources (including contributions)2011-06-30$261,190
Total loss/gain on sale of assets2011-06-30$0
Total of all expenses incurred2011-06-30$68,609
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$68,609
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$207,288
Value of total assets at end of year2011-06-30$501,257
Value of total assets at beginning of year2011-06-30$308,676
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$0
Total interest from all sources2011-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$200,000
If this is an individual account plan, was there a blackout period2011-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-06-30$0
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Contributions received from participants2011-06-30$102,000
Income. Received or receivable in cash from other sources (including rollovers)2011-06-30$31,442
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$192,581
Value of net assets at end of year (total assets less liabilities)2011-06-30$501,257
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$308,676
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-06-30$414,751
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-06-30$285,723
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-06-30$55,103
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-06-30$22,953
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-06-30$53,902
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30No
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$73,846
Employer contributions (assets) at end of year2011-06-30$31,403
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$68,609
Did the plan have assets held for investment2011-06-30No
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 name2011-06-30NELSON E. FURLANO, CPA
Accountancy firm EIN2011-06-30043089008
2010 : BFAIR 403(B) PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-06-30$0

Form 5500 Responses for BFAIR 403(B) PLAN

2022: BFAIR 403(B) PLAN 2022 form 5500 responses
2022-07-01Type of plan entitySingle employer plan
2022-07-01Submission has been amendedNo
2022-07-01This submission is the final filingNo
2022-07-01This return/report is a short plan year return/report (less than 12 months)No
2022-07-01Plan is a collectively bargained planNo
2022-07-01Plan funding arrangement – TrustYes
2022-07-01Plan benefit arrangement - TrustYes
2021: BFAIR 403(B) PLAN 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Submission has been amendedNo
2021-07-01This submission is the final filingNo
2021-07-01This return/report is a short plan year return/report (less than 12 months)No
2021-07-01Plan is a collectively bargained planNo
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement - TrustYes
2020: BFAIR 403(B) 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 – TrustYes
2020-07-01Plan benefit arrangement - TrustYes
2019: BFAIR 403(B) PLAN 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Submission has been amendedNo
2019-07-01This submission is the final filingNo
2019-07-01This return/report is a short plan year return/report (less than 12 months)No
2019-07-01Plan is a collectively bargained planNo
2019-07-01Plan funding arrangement – InsuranceYes
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement – InsuranceYes
2019-07-01Plan benefit arrangement - TrustYes
2018: BFAIR 403(B) PLAN 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Submission has been amendedNo
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planNo
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement – InsuranceYes
2018-07-01Plan benefit arrangement - TrustYes
2017: BFAIR 403(B) PLAN 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Submission has been amendedNo
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planNo
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement – InsuranceYes
2017-07-01Plan benefit arrangement - TrustYes
2016: BFAIR 403(B) PLAN 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement – InsuranceYes
2016-07-01Plan benefit arrangement - TrustYes
2015: BFAIR 403(B) PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement – InsuranceYes
2015-07-01Plan benefit arrangement - TrustYes
2014: BFAIR 403(B) PLAN 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement – InsuranceYes
2014-07-01Plan benefit arrangement - TrustYes
2013: BFAIR 403(B) 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: BFAIR 403(B) 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: BFAIR 403(B) 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
2009: BFAIR 403(B) 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

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered0
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 $50
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
Amount paid for insurance broker fees50
Additional information about fees paid to insurance brokerTPA ADMINISTRATOR ALLOWANCE
Insurance broker organization code?5
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered2
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 $196
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
Amount paid for insurance broker fees196
Additional information about fees paid to insurance brokerTPA ADMINISTRATOR ALLOWANCE
Insurance broker organization code?5
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered86
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 $156
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
Amount paid for insurance broker fees156
Additional information about fees paid to insurance brokerTPA ADMINISTRATOR ALLOWANCE
Insurance broker organization code?5
Insurance broker nameTHE ANGELL PENSION GROUP INC
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered49
Insurance policy start date2015-12-01
Insurance policy end date2016-06-30
Total amount of commissions paid to insurance brokerUSD $249
Total amount of fees paid to insurance companyUSD $75
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?Yes
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 $249
Insurance broker organization code?3
Amount paid for insurance broker fees75
Additional information about fees paid to insurance brokerTPA ADMINISTRATOR ALLOWANCE
Insurance broker nameTHE ANGELL PENSION GROUP INC
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered43
Insurance policy start date2014-12-01
Insurance policy end date2015-06-30
Total amount of commissions paid to insurance brokerUSD $103
Total amount of fees paid to insurance companyUSD $36
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?Yes
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 $103
Insurance broker organization code?3
Amount paid for insurance broker fees36
Additional information about fees paid to insurance brokerTPA ADMINISTRATOR ALLOWANCE
Insurance broker nameTHE ANGELL PENSION GROUP INC
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered33
Insurance policy start date2013-12-01
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $1,835
Total amount of fees paid to insurance companyUSD $854
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?Yes
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 $1,835
Amount paid for insurance broker fees1
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
Insurance broker nameTHE ANGELL PENSION GROUP INC
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number307-80007
Policy instance 1
Insurance contract or identification number307-80007
Number of Individuals Covered34
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $1
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 Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1
Insurance broker organization code?3
Insurance broker nameCOMMONWEALTH FINANCIAL NETWORK
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 2
Insurance contract or identification number613953
Number of Individuals Covered197
Insurance policy start date2012-12-01
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $6,278
Total amount of fees paid to insurance companyUSD $1,181
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,278
Insurance broker organization code?3
Amount paid for insurance broker fees1181
Additional information about fees paid to insurance brokerTPA ADMINISTRATOR ALLOWANCE
Insurance broker nameTHE ANGELL PENSION GROUP INC
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number307-80007
Policy instance 1
Insurance contract or identification number307-80007
Number of Individuals Covered35
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Total amount of commissions paid to insurance brokerUSD $7
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 Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number307-80007
Policy instance 1
Insurance contract or identification number307-80007
Number of Individuals Covered33
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Total amount of commissions paid to insurance brokerUSD $197
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 Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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