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HELEN KELLER SERVICES FOR THE BLIND PENSION PLAN 401k Plan overview

Plan NameHELEN KELLER SERVICES FOR THE BLIND PENSION PLAN
Plan identification number 001

HELEN KELLER SERVICES FOR THE BLIND PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Plan covered by PBGC that was terminated and closed out for PBGC purposes - Before the end of the plan year (or a prior plan year), (1) the plan terminated in a standard (or distress) termination and completed the distribution of plan assets in satisfaction of all benefit liabilities (or all ERISA Title IV benefits for distress termination); or (2) a trustee was appointed for a terminated plan pursuant to ERISA section 4042.
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

HELEN KELLER SERVICES has sponsored the creation of one or more 401k plans.

Company Name:HELEN KELLER SERVICES
Employer identification number (EIN):111630807
NAIC Classification:624310
NAIC Description:Vocational Rehabilitation Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HELEN KELLER SERVICES FOR THE BLIND PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01MARC FELDMAN MARC FELDMAN2018-10-04
0012016-01-01MARC FELDMAN MARC FELDMAN2017-10-16
0012016-01-01MARC FELDMAN MARC FELDMAN2018-01-16
0012015-01-01MARC FELDMAN MARC FELDMAN2016-10-14
0012014-01-01MARC FELDMAN MARC FELDMAN2015-10-14
0012013-01-01MARC FELDMAN MARC FELDMAN2014-10-09
0012012-01-01MARC FELDMAN MARC FELDMAN2014-07-15
0012011-07-01SHARONA YOUDIM SHARONA YOUDIM2013-04-28
0012011-01-01MARC FELDMAN MARC FELDMAN2012-08-16
0012010-07-01SHARONA YOUDIM SHARONA YOUDIM2013-04-05
0012009-07-01SHARONA YOUDIM SHARONA YOUDIM2011-04-18
0012009-07-01MARC FELDMAN
0012009-01-01MARC FELDMAN

Plan Statistics for HELEN KELLER SERVICES FOR THE BLIND PENSION PLAN

401k plan membership statisitcs for HELEN KELLER SERVICES FOR THE BLIND PENSION PLAN

Measure Date Value
2022: HELEN KELLER SERVICES FOR THE BLIND PENSION PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01295
Total number of active participants reported on line 7a of the Form 55002022-01-010
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-010
Number of participants with account balances2022-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: HELEN KELLER SERVICES FOR THE BLIND PENSION PLAN 2021 401k membership
Market value of plan assets2021-12-3133,254,865
Acturial value of plan assets2021-12-3130,429,086
Funding target for retired participants and beneficiaries receiving payment2021-12-3110,337,917
Number of terminated vested participants2021-12-31122
Fundng target for terminated vested participants2021-12-316,084,184
Active participant vested funding target2021-12-3111,714,470
Number of active participants2021-12-31107
Total funding liabilities for active participants2021-12-3111,739,947
Total participant count2021-12-31297
Total funding target for all participants2021-12-3128,162,048
Balance at beginning of prior year after applicable adjustments2021-12-310
Prefunding balance at beginning of prior year after applicable adjustments2021-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-310
Amount remaining of carryover balance2021-12-310
Amount remaining of prefunding balance2021-12-310
Present value of excess contributions2021-12-316,795,896
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-317,166,272
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-310
Balance of carryovers at beginning of current year2021-12-310
Balance of prefunding at beginning of current year2021-12-310
Total employer contributions2021-12-310
Total employee contributions2021-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-310
Liquidity shortfalls end of Q12021-12-310
Liquidity shortfalls end of Q22021-12-310
Liquidity shortfalls end of Q32021-12-310
Liquidity shortfalls end of Q42021-12-310
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-310
Additional cash requirement2021-12-310
Contributions allocatedtoward minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
Total participants, beginning-of-year2021-01-01297
Total number of active participants reported on line 7a of the Form 55002021-01-0195
Number of retired or separated participants receiving benefits2021-01-0170
Number of other retired or separated participants entitled to future benefits2021-01-01122
Total of all active and inactive participants2021-01-01287
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-018
Total participants2021-01-01295
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: HELEN KELLER SERVICES FOR THE BLIND PENSION PLAN 2020 401k membership
Market value of plan assets2020-12-3121,754,212
Acturial value of plan assets2020-12-3120,283,978
Funding target for retired participants and beneficiaries receiving payment2020-12-319,422,492
Number of terminated vested participants2020-12-31115
Fundng target for terminated vested participants2020-12-315,071,249
Active participant vested funding target2020-12-3112,292,763
Number of active participants2020-12-31126
Total funding liabilities for active participants2020-12-3112,325,405
Total participant count2020-12-31305
Total funding target for all participants2020-12-3126,819,146
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-310
Amount remaining of carryover balance2020-12-310
Amount remaining of prefunding balance2020-12-310
Present value of excess contributions2020-12-311,415
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-311,494
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-310
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-310
Balance of prefunding at beginning of current year2020-12-310
Total employer contributions2020-12-318,792,224
Total employee contributions2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-318,184,841
Liquidity shortfalls end of Q12020-12-310
Liquidity shortfalls end of Q22020-12-310
Liquidity shortfalls end of Q32020-12-310
Liquidity shortfalls end of Q42020-12-310
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-3121,286
Net shortfall amortization installment of oustanding balance2020-12-316,535,168
Total funding amount beforereflecting carryover/prefunding balances2020-12-311,388,945
Additional cash requirement2020-12-311,388,945
Contributions allocatedtoward minimum required contributions for current year2020-12-318,184,841
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
Total participants, beginning-of-year2020-01-01305
Total number of active participants reported on line 7a of the Form 55002020-01-01107
Number of retired or separated participants receiving benefits2020-01-0162
Number of other retired or separated participants entitled to future benefits2020-01-01122
Total of all active and inactive participants2020-01-01291
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-016
Total participants2020-01-01297
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: HELEN KELLER SERVICES FOR THE BLIND PENSION PLAN 2019 401k membership
Market value of plan assets2019-12-3125,121,946
Acturial value of plan assets2019-12-3125,957,580
Funding target for retired participants and beneficiaries receiving payment2019-12-3115,263,206
Number of terminated vested participants2019-12-31102
Fundng target for terminated vested participants2019-12-314,462,843
Active participant vested funding target2019-12-3112,526,560
Number of active participants2019-12-31146
Total funding liabilities for active participants2019-12-3112,574,534
Total participant count2019-12-31405
Total funding target for all participants2019-12-3132,300,583
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-310
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-310
Present value of excess contributions2019-12-31745,423
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-31788,210
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-310
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-310
Balance of prefunding at beginning of current year2019-12-310
Total employer contributions2019-12-311,452,758
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-311,388,310
Liquidity shortfalls end of Q12019-12-310
Liquidity shortfalls end of Q22019-12-310
Liquidity shortfalls end of Q32019-12-310
Liquidity shortfalls end of Q42019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-3126,206
Net shortfall amortization installment of oustanding balance2019-12-316,343,003
Total funding amount beforereflecting carryover/prefunding balances2019-12-311,386,895
Additional cash requirement2019-12-311,386,895
Contributions allocatedtoward minimum required contributions for current year2019-12-311,388,310
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-01-01405
Total number of active participants reported on line 7a of the Form 55002019-01-01126
Number of retired or separated participants receiving benefits2019-01-0160
Number of other retired or separated participants entitled to future benefits2019-01-01115
Total of all active and inactive participants2019-01-01301
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-014
Total participants2019-01-01305
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: HELEN KELLER SERVICES FOR THE BLIND PENSION PLAN 2018 401k membership
Market value of plan assets2018-12-3125,514,867
Acturial value of plan assets2018-12-3124,246,113
Funding target for retired participants and beneficiaries receiving payment2018-12-3114,907,747
Number of terminated vested participants2018-12-3195
Fundng target for terminated vested participants2018-12-314,683,335
Active participant vested funding target2018-12-3112,275,279
Number of active participants2018-12-31162
Total funding liabilities for active participants2018-12-3112,342,833
Total participant count2018-12-31413
Total funding target for all participants2018-12-3131,933,915
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-310
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-310
Present value of excess contributions2018-12-315,720
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-316,061
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-310
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-310
Total employer contributions2018-12-312,058,000
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-311,916,479
Liquidity shortfalls end of Q12018-12-310
Liquidity shortfalls end of Q22018-12-310
Liquidity shortfalls end of Q32018-12-310
Liquidity shortfalls end of Q42018-12-310
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-3125,249
Net shortfall amortization installment of oustanding balance2018-12-317,687,802
Total funding amount beforereflecting carryover/prefunding balances2018-12-311,171,056
Additional cash requirement2018-12-311,171,056
Contributions allocatedtoward minimum required contributions for current year2018-12-311,916,479
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-01413
Total number of active participants reported on line 7a of the Form 55002018-01-01146
Number of retired or separated participants receiving benefits2018-01-01141
Number of other retired or separated participants entitled to future benefits2018-01-01102
Total of all active and inactive participants2018-01-01389
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0116
Total participants2018-01-01405
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: HELEN KELLER SERVICES FOR THE BLIND PENSION PLAN 2017 401k membership
Market value of plan assets2017-12-3126,931,265
Acturial value of plan assets2017-12-3127,494,021
Funding target for retired participants and beneficiaries receiving payment2017-12-3112,720,713
Number of terminated vested participants2017-12-31192
Fundng target for terminated vested participants2017-12-317,340,144
Active participant vested funding target2017-12-3112,577,685
Number of active participants2017-12-31178
Total funding liabilities for active participants2017-12-3112,660,299
Total participant count2017-12-31517
Total funding target for all participants2017-12-3132,721,156
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-310
Amount remaining of prefunding balance2017-12-310
Present value of excess contributions2017-12-31917,954
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-31974,500
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-310
Total employer contributions2017-12-31742,242
Total employee contributions2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-31712,387
Liquidity shortfalls end of Q12017-12-310
Liquidity shortfalls end of Q22017-12-310
Liquidity shortfalls end of Q32017-12-310
Liquidity shortfalls end of Q42017-12-310
Unpaid minimum required contributions for all prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-3127,114
Net shortfall amortization installment of oustanding balance2017-12-315,227,135
Total funding amount beforereflecting carryover/prefunding balances2017-12-31706,667
Additional cash requirement2017-12-31706,667
Contributions allocatedtoward minimum required contributions for current year2017-12-31712,387
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-01517
Total number of active participants reported on line 7a of the Form 55002017-01-01162
Number of retired or separated participants receiving benefits2017-01-01142
Number of other retired or separated participants entitled to future benefits2017-01-0183
Total of all active and inactive participants2017-01-01387
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0126
Total participants2017-01-01413
Number of participants with account balances2017-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-011
2016: HELEN KELLER SERVICES FOR THE BLIND PENSION PLAN 2016 401k membership
Market value of plan assets2016-12-3125,346,210
Acturial value of plan assets2016-12-3126,327,714
Funding target for retired participants and beneficiaries receiving payment2016-12-3112,907,956
Number of terminated vested participants2016-12-31175
Fundng target for terminated vested participants2016-12-315,240,038
Active participant vested funding target2016-12-3113,131,792
Number of active participants2016-12-31208
Total funding liabilities for active participants2016-12-3113,276,725
Total participant count2016-12-31524
Total funding target for all participants2016-12-3131,424,719
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-31509,545
Prefunding balanced used to offset prior years funding requirement2016-12-31509,545
Amount remaining of carryover balance2016-12-310
Amount remaining of prefunding balance2016-12-310
Present value of excess contributions2016-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-310
Total employer contributions2016-12-311,679,074
Total employee contributions2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-311,558,435
Liquidity shortfalls end of Q12016-12-310
Liquidity shortfalls end of Q22016-12-310
Liquidity shortfalls end of Q32016-12-310
Liquidity shortfalls end of Q42016-12-310
Unpaid minimum required contributions for all prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-3134,264
Net shortfall amortization installment of oustanding balance2016-12-315,097,005
Total funding amount beforereflecting carryover/prefunding balances2016-12-31640,481
Additional cash requirement2016-12-31640,481
Contributions allocatedtoward minimum required contributions for current year2016-12-311,558,435
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-01524
Total number of active participants reported on line 7a of the Form 55002016-01-01178
Number of retired or separated participants receiving benefits2016-01-01136
Number of other retired or separated participants entitled to future benefits2016-01-01182
Total of all active and inactive participants2016-01-01496
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0121
Total participants2016-01-01517
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-012
2015: HELEN KELLER SERVICES FOR THE BLIND PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01533
Total number of active participants reported on line 7a of the Form 55002015-01-01208
Number of retired or separated participants receiving benefits2015-01-01131
Number of other retired or separated participants entitled to future benefits2015-01-01169
Total of all active and inactive participants2015-01-01508
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0116
Total participants2015-01-01524
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-013
2014: HELEN KELLER SERVICES FOR THE BLIND PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01546
Total number of active participants reported on line 7a of the Form 55002014-01-01222
Number of retired or separated participants receiving benefits2014-01-01129
Number of other retired or separated participants entitled to future benefits2014-01-01170
Total of all active and inactive participants2014-01-01521
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0112
Total participants2014-01-01533
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0114
2013: HELEN KELLER SERVICES FOR THE BLIND PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01544
Total number of active participants reported on line 7a of the Form 55002013-01-01248
Number of retired or separated participants receiving benefits2013-01-01122
Number of other retired or separated participants entitled to future benefits2013-01-01164
Total of all active and inactive participants2013-01-01534
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0112
Total participants2013-01-01546
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-016
2012: HELEN KELLER SERVICES FOR THE BLIND PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01538
Total number of active participants reported on line 7a of the Form 55002012-01-01251
Number of retired or separated participants receiving benefits2012-01-01120
Number of other retired or separated participants entitled to future benefits2012-01-01165
Total of all active and inactive participants2012-01-01536
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-018
Total participants2012-01-01544
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-017
2011: HELEN KELLER SERVICES FOR THE BLIND PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-01305
Total number of active participants reported on line 7a of the Form 55002011-07-01314
Number of retired or separated participants receiving benefits2011-07-010
Number of other retired or separated participants entitled to future benefits2011-07-018
Total of all active and inactive participants2011-07-01322
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-010
Total participants2011-07-01322
Number of participants with account balances2011-07-01118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-012
Total participants, beginning-of-year2011-01-01527
Total number of active participants reported on line 7a of the Form 55002011-01-01259
Number of retired or separated participants receiving benefits2011-01-01113
Number of other retired or separated participants entitled to future benefits2011-01-01158
Total of all active and inactive participants2011-01-01530
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-018
Total participants2011-01-01538
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0112
2010: HELEN KELLER SERVICES FOR THE BLIND PENSION PLAN 2010 401k membership
Total participants, beginning-of-year2010-07-01345
Total number of active participants reported on line 7a of the Form 55002010-07-01328
Number of retired or separated participants receiving benefits2010-07-010
Number of other retired or separated participants entitled to future benefits2010-07-016
Total of all active and inactive participants2010-07-01334
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-07-010
Total participants2010-07-01334
Number of participants with account balances2010-07-01111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-07-014
2009: HELEN KELLER SERVICES FOR THE BLIND PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-01162
Total number of active participants reported on line 7a of the Form 55002009-07-01208
Number of retired or separated participants receiving benefits2009-07-010
Number of other retired or separated participants entitled to future benefits2009-07-012
Total of all active and inactive participants2009-07-01210
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-010
Total participants2009-07-01210
Number of participants with account balances2009-07-0199
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-011
Total participants, beginning-of-year2009-01-01509
Total number of active participants reported on line 7a of the Form 55002009-01-01279
Number of retired or separated participants receiving benefits2009-01-0199
Number of other retired or separated participants entitled to future benefits2009-01-01143
Total of all active and inactive participants2009-01-01521
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-018
Total participants2009-01-01529
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-018

Financial Data on HELEN KELLER SERVICES FOR THE BLIND PENSION PLAN

Measure Date Value
2022 : HELEN KELLER SERVICES FOR THE BLIND PENSION PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$51,069
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$1,072,637
Total loss/gain on sale of assets2022-12-31$-4,819,086
Total of all expenses incurred2022-12-31$35,474,075
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$35,417,364
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$5,481,225
Value of total assets at end of year2022-12-31$51,069
Value of total assets at beginning of year2022-12-31$34,401,438
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$56,711
Total interest from all sources2022-12-31$1,353
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$266,176
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2022-12-31$0
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$266,176
Administrative expenses professional fees incurred2022-12-31$56,711
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$51,069
Other income not declared elsewhere2022-12-31$142,969
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-34,401,438
Value of net assets at end of year (total assets less liabilities)2022-12-31$0
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$34,401,438
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$3
Value of interest in common/collective trusts at beginning of year2022-12-31$33,555,589
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$51,069
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$845,846
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$845,846
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$1,353
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$15,483,280
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$5,481,225
Employer contributions (assets) at beginning of year2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$19,934,084
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31Yes
Aggregate proceeds on sale of assets2022-12-31$62,597,632
Aggregate carrying amount (costs) on sale of assets2022-12-31$67,416,718
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31BDO USA, P.C.
Accountancy firm EIN2022-12-31135381590
2021 : HELEN KELLER SERVICES FOR THE BLIND PENSION PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$-5,324,993
Total unrealized appreciation/depreciation of assets2021-12-31$-5,324,993
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$1,992,853
Total loss/gain on sale of assets2021-12-31$6,683,155
Total of all expenses incurred2021-12-31$1,033,099
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,033,099
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$0
Value of total assets at end of year2021-12-31$34,401,438
Value of total assets at beginning of year2021-12-31$33,441,684
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$0
Total interest from all sources2021-12-31$306
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$616,932
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$338,947
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Other income not declared elsewhere2021-12-31$17,453
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$959,754
Value of net assets at end of year (total assets less liabilities)2021-12-31$34,401,438
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$33,441,684
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$3
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$24,942,982
Interest earned on other investments2021-12-31$306
Value of interest in common/collective trusts at end of year2021-12-31$33,555,589
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$845,846
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$678,702
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$678,702
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$7,820,000
Income. Dividends from preferred stock2021-12-31$277,985
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,033,099
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Aggregate proceeds on sale of assets2021-12-31$71,352,503
Aggregate carrying amount (costs) on sale of assets2021-12-31$64,669,348
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31BDO USA, LLP
Accountancy firm EIN2021-12-31135381590
2020 : HELEN KELLER SERVICES FOR THE BLIND PENSION PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$1,794,451
Total unrealized appreciation/depreciation of assets2020-12-31$1,794,451
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$12,660,438
Total loss/gain on sale of assets2020-12-31$932,912
Total of all expenses incurred2020-12-31$982,321
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$968,410
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$8,792,224
Value of total assets at end of year2020-12-31$33,441,684
Value of total assets at beginning of year2020-12-31$21,763,567
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$13,911
Total interest from all sources2020-12-31$832
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,121,693
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$1,121,693
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Other income not declared elsewhere2020-12-31$18,326
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$11,678,117
Value of net assets at end of year (total assets less liabilities)2020-12-31$33,441,684
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$21,763,567
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$13,911
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$24,942,982
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$17,549,023
Interest earned on other investments2020-12-31$832
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$678,702
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$3,326,742
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$3,326,742
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$313,336
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$8,792,224
Employer contributions (assets) at end of year2020-12-31$7,820,000
Employer contributions (assets) at beginning of year2020-12-31$574,466
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$968,410
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$14,490,638
Aggregate carrying amount (costs) on sale of assets2020-12-31$13,557,726
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31BDO USA, LLP
Accountancy firm EIN2020-12-31135381590
2019 : HELEN KELLER SERVICES FOR THE BLIND PENSION PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$3,206,923
Total unrealized appreciation/depreciation of assets2019-12-31$3,206,923
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$6,073,247
Total loss/gain on sale of assets2019-12-31$45,887
Total of all expenses incurred2019-12-31$9,476,815
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$9,398,344
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,452,758
Value of total assets at end of year2019-12-31$21,763,567
Value of total assets at beginning of year2019-12-31$25,167,135
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$78,471
Total interest from all sources2019-12-31$276,194
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$764,370
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$764,370
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Other income not declared elsewhere2019-12-31$327,115
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$-3,403,568
Value of net assets at end of year (total assets less liabilities)2019-12-31$21,763,567
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$25,167,135
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$57,185
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$17,549,023
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$12,840,736
Interest earned on other investments2019-12-31$276,194
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$3,326,742
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$167,948
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$167,948
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$313,336
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$10,631,451
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$7,919,710
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,452,758
Employer contributions (assets) at end of year2019-12-31$574,466
Employer contributions (assets) at beginning of year2019-12-31$1,527,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,478,634
Contract administrator fees2019-12-31$21,286
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$4,633,554
Aggregate carrying amount (costs) on sale of assets2019-12-31$4,587,667
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BDO USA, LLP
Accountancy firm EIN2019-12-31135381590
2018 : HELEN KELLER SERVICES FOR THE BLIND PENSION PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-2,379,873
Total unrealized appreciation/depreciation of assets2018-12-31$-2,379,873
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$1,155,669
Total loss/gain on sale of assets2018-12-31$22,593
Total of all expenses incurred2018-12-31$1,735,806
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,692,777
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,058,000
Value of total assets at end of year2018-12-31$25,167,135
Value of total assets at beginning of year2018-12-31$25,747,272
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$43,029
Total interest from all sources2018-12-31$399,276
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,055,673
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$1,055,673
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Other income not declared elsewhere2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-580,137
Value of net assets at end of year (total assets less liabilities)2018-12-31$25,167,135
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$25,747,272
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$16,823
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$12,840,736
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$14,039,397
Interest earned on other investments2018-12-31$399,276
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$167,948
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$61,350
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$61,350
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$10,631,451
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$11,386,404
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$2,058,000
Employer contributions (assets) at end of year2018-12-31$1,527,000
Employer contributions (assets) at beginning of year2018-12-31$260,121
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,692,777
Contract administrator fees2018-12-31$26,206
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$933,806
Aggregate carrying amount (costs) on sale of assets2018-12-31$911,213
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31BDO USA, LLP
Accountancy firm EIN2018-12-31135381590
2017 : HELEN KELLER SERVICES FOR THE BLIND PENSION PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$1,902,980
Total unrealized appreciation/depreciation of assets2017-12-31$1,902,980
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$4,674,995
Total loss/gain on sale of assets2017-12-31$491,894
Total of all expenses incurred2017-12-31$5,757,661
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$5,710,100
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$742,242
Value of total assets at end of year2017-12-31$25,747,272
Value of total assets at beginning of year2017-12-31$26,829,938
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$47,561
Total interest from all sources2017-12-31$406,261
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,131,618
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$1,131,618
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$-1,082,666
Value of net assets at end of year (total assets less liabilities)2017-12-31$25,747,272
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$26,829,938
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$22,312
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$14,039,397
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$13,830,766
Interest earned on other investments2017-12-31$406,261
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$61,350
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$463,888
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$463,888
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$11,386,404
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$11,535,284
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$742,242
Employer contributions (assets) at end of year2017-12-31$260,121
Employer contributions (assets) at beginning of year2017-12-31$1,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$5,710,100
Contract administrator fees2017-12-31$25,249
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$7,925,305
Aggregate carrying amount (costs) on sale of assets2017-12-31$7,433,411
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31BDO USA, LLP
Accountancy firm EIN2017-12-31135381590
2016 : HELEN KELLER SERVICES FOR THE BLIND PENSION PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$687,832
Total unrealized appreciation/depreciation of assets2016-12-31$687,832
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$2,402,279
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,552,866
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,484,838
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$679,074
Value of total assets at end of year2016-12-31$25,829,938
Value of total assets at beginning of year2016-12-31$24,980,525
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$68,028
Total interest from all sources2016-12-31$387,610
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$607,707
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$607,707
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Other income not declared elsewhere2016-12-31$40,056
Administrative expenses (other) incurred2016-12-31$1,165
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$849,413
Value of net assets at end of year (total assets less liabilities)2016-12-31$25,829,938
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$24,980,525
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$43,872
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$13,830,766
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$13,074,872
Interest earned on other investments2016-12-31$387,610
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$463,888
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$11,535,284
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$11,905,653
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$679,074
Employer contributions (assets) at end of year2016-12-31$1,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,484,838
Contract administrator fees2016-12-31$22,991
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31BDO USA, LLP
Accountancy firm EIN2016-12-31135381590
2015 : HELEN KELLER SERVICES FOR THE BLIND PENSION PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-968,063
Total unrealized appreciation/depreciation of assets2015-12-31$-968,063
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$146,142
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,549,356
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,476,292
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$0
Value of total assets at end of year2015-12-31$24,980,525
Value of total assets at beginning of year2015-12-31$26,383,739
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$73,064
Total interest from all sources2015-12-31$418,796
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$1,003,020
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$1,003,020
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Other income not declared elsewhere2015-12-31$-303,873
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-1,403,214
Value of net assets at end of year (total assets less liabilities)2015-12-31$24,980,525
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$26,383,739
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$45,306
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$13,074,872
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$12,885,894
Interest earned on other investments2015-12-31$418,796
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$11,905,653
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$12,300,845
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-3,738
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Employer contributions (assets) at beginning of year2015-12-31$1,197,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,476,292
Contract administrator fees2015-12-31$27,758
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31BDO USA, LLP
Accountancy firm EIN2015-12-31135381590
2014 : HELEN KELLER SERVICES FOR THE BLIND PENSION PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$134,615
Total unrealized appreciation/depreciation of assets2014-12-31$134,615
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$3,543,771
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,459,284
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,378,322
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,995,000
Value of total assets at end of year2014-12-31$26,383,739
Value of total assets at beginning of year2014-12-31$24,299,252
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$80,962
Total interest from all sources2014-12-31$486,635
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$805,141
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$805,141
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Other income not declared elsewhere2014-12-31$181,710
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$2,084,487
Value of net assets at end of year (total assets less liabilities)2014-12-31$26,383,739
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$24,299,252
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$49,727
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$12,885,894
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$11,507,416
Interest earned on other investments2014-12-31$486,635
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$12,300,845
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$11,993,836
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-59,330
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$1,995,000
Employer contributions (assets) at end of year2014-12-31$1,197,000
Employer contributions (assets) at beginning of year2014-12-31$798,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,378,322
Contract administrator fees2014-12-31$31,235
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31BDO USA, LLP
Accountancy firm EIN2014-12-31135381590
2013 : HELEN KELLER SERVICES FOR THE BLIND PENSION PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$3,500,845
Total loss/gain on sale of assets2013-12-31$203,698
Total of all expenses incurred2013-12-31$1,372,606
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,330,718
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,267,300
Value of total assets at end of year2013-12-31$24,299,252
Value of total assets at beginning of year2013-12-31$22,171,013
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$41,888
Total interest from all sources2013-12-31$508,910
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$337,188
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$337,188
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$0
Other income not declared elsewhere2013-12-31$-731,282
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$2,128,239
Value of net assets at end of year (total assets less liabilities)2013-12-31$24,299,252
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$22,171,013
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$11,507,416
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$8,424,504
Interest earned on other investments2013-12-31$508,910
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$11,993,836
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$12,541,342
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,915,031
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$1,267,300
Employer contributions (assets) at end of year2013-12-31$798,000
Employer contributions (assets) at beginning of year2013-12-31$1,205,167
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,330,718
Contract administrator fees2013-12-31$41,888
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$1,266,823
Aggregate carrying amount (costs) on sale of assets2013-12-31$1,063,125
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31BDO USA, LLP
Accountancy firm EIN2013-12-31135381590
2012 : HELEN KELLER SERVICES FOR THE BLIND PENSION PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$4,760,960
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,148,902
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,095,816
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,441,145
Value of total assets at end of year2012-12-31$22,171,013
Value of total assets at beginning of year2012-12-31$18,558,955
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$53,086
Total interest from all sources2012-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$646,725
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$646,725
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$100,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Assets. Other investments not covered elsewhere at end of year2012-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$-97,821
Other income not declared elsewhere2012-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$3,612,058
Value of net assets at end of year (total assets less liabilities)2012-12-31$22,171,013
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$18,558,955
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$8,424,504
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$8,369,235
Value of interest in pooled separate accounts at beginning of year2012-12-31$0
Interest earned on other investments2012-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$12,541,342
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$10,287,541
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,673,090
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$2,441,145
Employer contributions (assets) at end of year2012-12-31$1,205,167
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,095,816
Contract administrator fees2012-12-31$53,086
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31BDO USA, LLP
Accountancy firm EIN2012-12-31135381590
Unrealized appreciation/depreciation of real estate assets2012-06-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2012-06-30$0
Total unrealized appreciation/depreciation of assets2012-06-30$0
Total transfer of assets to this plan2012-06-30$337,831
Total transfer of assets from this plan2012-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total income from all sources (including contributions)2012-06-30$560,157
Total loss/gain on sale of assets2012-06-30$0
Total of all expenses incurred2012-06-30$28,166
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$27,785
Expenses. Certain deemed distributions of participant loans2012-06-30$0
Value of total corrective distributions2012-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$545,359
Value of total assets at end of year2012-06-30$4,042,106
Value of total assets at beginning of year2012-06-30$3,172,284
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$381
Total income from rents2012-06-30$0
Total interest from all sources2012-06-30$6,789
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$42,523
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2012-06-30$42,523
Administrative expenses professional fees incurred2012-06-30$0
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$1,000,000
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
Amount of non-exempt transactions with any party-in-interest2012-06-30$0
Contributions received from participants2012-06-30$544,985
Participant contributions at end of year2012-06-30$26,223
Participant contributions at beginning of year2012-06-30$7,974
Participant contributions at end of year2012-06-30$0
Participant contributions at beginning of year2012-06-30$5,223
Income. Received or receivable in cash from other sources (including rollovers)2012-06-30$374
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-06-30$0
Other income not declared elsewhere2012-06-30$0
Administrative expenses (other) incurred2012-06-30$0
Liabilities. Value of operating payables at beginning of year2012-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$531,991
Value of net assets at end of year (total assets less liabilities)2012-06-30$4,042,106
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$3,172,284
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2012-06-30$0
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2012-06-30$0
Investment advisory and management fees2012-06-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-06-30$3,601,465
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-06-30$3,094,304
Interest on participant loans2012-06-30$907
Income. Interest from loans (other than to participants)2012-06-30$0
Interest earned on other investments2012-06-30$5,882
Income. Interest from US Government securities2012-06-30$0
Income. Interest from corporate debt instruments2012-06-30$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-06-30$414,418
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-06-30$64,783
Expenses. Payments to insurance carriers foe the provision of benefits2012-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-06-30$-34,514
Net investment gain/loss from pooled separate accounts2012-06-30$0
Net investment gain or loss from common/collective trusts2012-06-30$0
Net gain/loss from 103.12 investment entities2012-06-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30No
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$0
Employer contributions (assets) at end of year2012-06-30$0
Employer contributions (assets) at beginning of year2012-06-30$0
Income. Dividends from preferred stock2012-06-30$0
Income. Dividends from common stock2012-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$27,785
Contract administrator fees2012-06-30$381
Liabilities. Value of benefit claims payable at beginning of year2012-06-30$0
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
Aggregate proceeds on sale of assets2012-06-30$0
Aggregate carrying amount (costs) on sale of assets2012-06-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2012-06-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30Yes
Opinion of an independent qualified public accountant for this plan2012-06-30Disclaimer
Accountancy firm name2012-06-30BDO
Accountancy firm EIN2012-06-30135381590
2011 : HELEN KELLER SERVICES FOR THE BLIND PENSION PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-416,593
Total unrealized appreciation/depreciation of assets2011-12-31$-416,593
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$1,888,929
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$986,028
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$919,470
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,743,344
Value of total assets at end of year2011-12-31$18,558,955
Value of total assets at beginning of year2011-12-31$17,656,054
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$66,558
Total interest from all sources2011-12-31$562,178
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Administrative expenses professional fees incurred2011-12-31$66,558
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$100,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Assets. Other investments not covered elsewhere at end of year2011-12-31$-97,821
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$902,901
Value of net assets at end of year (total assets less liabilities)2011-12-31$18,558,955
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$17,656,054
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$8,369,235
Value of interest in pooled separate accounts at end of year2011-12-31$0
Value of interest in pooled separate accounts at beginning of year2011-12-31$9,173,684
Interest earned on other investments2011-12-31$562,178
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$10,287,541
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$8,482,370
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$1,743,344
Employer contributions (assets) at beginning of year2011-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$919,470
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$0
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31BDO, SEIDMAN, LLP
Accountancy firm EIN2011-12-31013531590
Unrealized appreciation/depreciation of real estate assets2011-06-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2011-06-30$0
Total unrealized appreciation/depreciation of assets2011-06-30$0
Total transfer of assets to this plan2011-06-30$921,959
Total transfer of assets from this plan2011-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Expenses. Interest paid2011-06-30$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022011-06-30$0
Total income from all sources (including contributions)2011-06-30$1,371,294
Total loss/gain on sale of assets2011-06-30$0
Total of all expenses incurred2011-06-30$726,460
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$722,311
Expenses. Certain deemed distributions of participant loans2011-06-30$0
Value of total corrective distributions2011-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$633,134
Value of total assets at end of year2011-06-30$5,788,706
Value of total assets at beginning of year2011-06-30$4,221,913
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$4,149
Total income from rents2011-06-30$0
Total interest from all sources2011-06-30$3,084
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$35,598
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2011-06-30$35,598
Administrative expenses professional fees incurred2011-06-30$0
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$1,000,000
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
Amount of non-exempt transactions with any party-in-interest2011-06-30$0
Contributions received from participants2011-06-30$581,599
Participant contributions at end of year2011-06-30$37,156
Participant contributions at beginning of year2011-06-30$71,010
Participant contributions at end of year2011-06-30$5,223
Participant contributions at beginning of year2011-06-30$0
Assets. Other investments not covered elsewhere at end of year2011-06-30$2,587,240
Assets. Other investments not covered elsewhere at beginning of year2011-06-30$2,535,926
Income. Received or receivable in cash from other sources (including rollovers)2011-06-30$51,535
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-06-30$6,745
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-06-30$0
Other income not declared elsewhere2011-06-30$233,808
Administrative expenses (other) incurred2011-06-30$2,100
Liabilities. Value of operating payables at beginning of year2011-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Income. Non cash contributions2011-06-30$0
Value of net income/loss2011-06-30$644,834
Value of net assets at end of year (total assets less liabilities)2011-06-30$5,788,706
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$4,221,913
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2011-06-30$0
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2011-06-30$0
Investment advisory and management fees2011-06-30$800
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-06-30$3,094,304
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-06-30$1,549,976
Interest on participant loans2011-06-30$2,154
Income. Interest from loans (other than to participants)2011-06-30$0
Interest earned on other investments2011-06-30$930
Income. Interest from US Government securities2011-06-30$0
Income. Interest from corporate debt instruments2011-06-30$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-06-30$64,783
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-06-30$65,001
Expenses. Payments to insurance carriers foe the provision of benefits2011-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-06-30$465,670
Net investment gain/loss from pooled separate accounts2011-06-30$0
Net investment gain or loss from common/collective trusts2011-06-30$0
Net gain/loss from 103.12 investment entities2011-06-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30No
Was there a failure to transmit to the plan any participant contributions2011-06-30Yes
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$0
Employer contributions (assets) at end of year2011-06-30$0
Employer contributions (assets) at beginning of year2011-06-30$0
Income. Dividends from preferred stock2011-06-30$0
Income. Dividends from common stock2011-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$715,566
Contract administrator fees2011-06-30$1,249
Liabilities. Value of benefit claims payable at beginning of year2011-06-30$0
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Aggregate proceeds on sale of assets2011-06-30$0
Aggregate carrying amount (costs) on sale of assets2011-06-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2011-06-30$0
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 name2011-06-30BDO USA LLP.
Accountancy firm EIN2011-06-30135381590
2010 : HELEN KELLER SERVICES FOR THE BLIND PENSION PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$1,042,890
Total unrealized appreciation/depreciation of assets2010-12-31$1,042,890
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$2,777,631
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$941,152
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$857,662
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,310,135
Value of total assets at end of year2010-12-31$17,656,054
Value of total assets at beginning of year2010-12-31$15,819,575
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$83,490
Total interest from all sources2010-12-31$424,606
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Administrative expenses professional fees incurred2010-12-31$83,490
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$100,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$1,836,479
Value of net assets at end of year (total assets less liabilities)2010-12-31$17,656,054
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$15,819,575
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in pooled separate accounts at end of year2010-12-31$9,173,684
Value of interest in pooled separate accounts at beginning of year2010-12-31$7,340,123
Interest earned on other investments2010-12-31$424,606
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$187,005
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$187,005
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$8,482,370
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$7,580,708
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$1,310,135
Employer contributions (assets) at end of year2010-12-31$0
Employer contributions (assets) at beginning of year2010-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$857,662
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$711,739
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31BDO, SEIDMAN, LLP
Accountancy firm EIN2010-12-31013531590
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-06-30$0
2009 : HELEN KELLER SERVICES FOR THE BLIND PENSION PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for HELEN KELLER SERVICES FOR THE BLIND PENSION PLAN

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

Insurance Providers Used on plan

CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number031-2734-6/790
Policy instance 1
Insurance contract or identification number031-2734-6/790
Number of Individuals Covered130
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $123,866
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?Yes
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $123,866
Amount paid for insurance broker fees0
Insurance broker organization code?3
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract numberGAC 303 ASSN 0
Policy instance 1
Insurance contract or identification numberGAC 303 ASSN 0
Number of Individuals Covered0
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
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?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract numberGAC 303 ASSN 0
Policy instance 1
Insurance contract or identification numberGAC 303 ASSN 0
Number of Individuals Covered91
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract numberGAC 303 ASSN 0
Policy instance 1
Insurance contract or identification numberGAC 303 ASSN 0
Number of Individuals Covered99
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?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?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract numberGAC 303 ASSN 0
Policy instance 1
Insurance contract or identification numberGAC 303 ASSN 0
Number of Individuals Covered105
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract numberGAC 303 ASSN 0
Policy instance 1
Insurance contract or identification numberGAC 303 ASSN 0
Number of Individuals Covered113
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $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?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract numberGAC 303 ASSN 0
Policy instance 1
Insurance contract or identification numberGAC 303 ASSN 0
Number of Individuals Covered118
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $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?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract numberGAC 303 ASSN 0
Policy instance 1
Insurance contract or identification numberGAC 303 ASSN 0
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $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?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract numberGAC 303 ASSN 0
Policy instance 1
Insurance contract or identification numberGAC 303 ASSN 0
Number of Individuals Covered133
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $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?Yes
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
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 Covered322
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Total amount of commissions paid to insurance brokerUSD $5,185
Total amount of fees paid to insurance companyUSD $1,074
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract numberGAC 303 ASSN 0
Policy instance 1
Insurance contract or identification numberGAC 303 ASSN 0
Number of Individuals Covered127
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $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?Yes
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
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 Covered334
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Total amount of commissions paid to insurance brokerUSD $5,607
Total amount of fees paid to insurance companyUSD $1,905
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract numberGAC 303 ASSN 0
Policy instance 1
Insurance contract or identification numberGAC 303 ASSN 0
Number of Individuals Covered121
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No

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