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401(A) THRIFT PLAN OF INDEPENDENT GROUP HOME LIVING PROGRAM, INC. 401k Plan overview

Plan Name401(A) THRIFT PLAN OF INDEPENDENT GROUP HOME LIVING PROGRAM, INC.
Plan identification number 001

401(A) THRIFT PLAN OF INDEPENDENT GROUP HOME LIVING PROGRAM, INC. Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

INDEPENDENT GROUP HOME LIVING PROGR AM, INC. has sponsored the creation of one or more 401k plans.

Company Name:INDEPENDENT GROUP HOME LIVING PROGR AM, INC.
Employer identification number (EIN):112458584
NAIC Classification:624100
NAIC Description: Individual and Family Services

Additional information about INDEPENDENT GROUP HOME LIVING PROGR AM, INC.

Jurisdiction of Incorporation: New York Department of State
Incorporation Date: 1978-02-22
Company Identification Number: 473214
Legal Registered Office Address: 221 NORTH SUNRISE SERVICE RD.
Suffolk
MANORVILLE
United States of America (USA)
11949

More information about INDEPENDENT GROUP HOME LIVING PROGR AM, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 401(A) THRIFT PLAN OF INDEPENDENT GROUP HOME LIVING PROGRAM, INC.

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
0012019-01-01
0012018-01-01
0012017-01-01WALTER STOCKTON WALTER STOCKTON2018-10-15
0012016-01-01WALTER STOCKTON
0012016-01-01 WALTER STOCKTON2017-10-16
0012015-01-01WALTER STOCKTON
0012015-01-01WALTER STOCKTON WALTER STOCKTON2016-10-17
0012014-01-01A1454887
0012013-01-01WALTER STOCKTON WALTER STOCKTON2014-10-15
0012012-01-01WALTER STOCKTON
0012011-01-01WALTER STOCKTON
0012009-01-01WALTER STOCKTON

Plan Statistics for 401(A) THRIFT PLAN OF INDEPENDENT GROUP HOME LIVING PROGRAM, INC.

401k plan membership statisitcs for 401(A) THRIFT PLAN OF INDEPENDENT GROUP HOME LIVING PROGRAM, INC.

Measure Date Value
2022: 401(A) THRIFT PLAN OF INDEPENDENT GROUP HOME LIVING PROGRAM, INC. 2022 401k membership
Total participants, beginning-of-year2022-01-011,077
Total number of active participants reported on line 7a of the Form 55002022-01-01865
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01131
Total of all active and inactive participants2022-01-01996
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01997
Number of participants with account balances2022-01-01869
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0112
2021: 401(A) THRIFT PLAN OF INDEPENDENT GROUP HOME LIVING PROGRAM, INC. 2021 401k membership
Total participants, beginning-of-year2021-01-011,125
Total number of active participants reported on line 7a of the Form 55002021-01-01821
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01152
Total of all active and inactive participants2021-01-01973
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01973
Number of participants with account balances2021-01-01960
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0118
2020: 401(A) THRIFT PLAN OF INDEPENDENT GROUP HOME LIVING PROGRAM, INC. 2020 401k membership
Total participants, beginning-of-year2020-01-011,153
Total number of active participants reported on line 7a of the Form 55002020-01-01851
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01123
Total of all active and inactive participants2020-01-01974
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01974
Number of participants with account balances2020-01-01962
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0126
2019: 401(A) THRIFT PLAN OF INDEPENDENT GROUP HOME LIVING PROGRAM, INC. 2019 401k membership
Total participants, beginning-of-year2019-01-011,291
Total number of active participants reported on line 7a of the Form 55002019-01-01904
Number of retired or separated participants receiving benefits2019-01-011
Number of other retired or separated participants entitled to future benefits2019-01-01151
Total of all active and inactive participants2019-01-011,056
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-011,056
Number of participants with account balances2019-01-01992
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0127
2018: 401(A) THRIFT PLAN OF INDEPENDENT GROUP HOME LIVING PROGRAM, INC. 2018 401k membership
Total participants, beginning-of-year2018-01-011,476
Total number of active participants reported on line 7a of the Form 55002018-01-01938
Number of retired or separated participants receiving benefits2018-01-012
Number of other retired or separated participants entitled to future benefits2018-01-01253
Total of all active and inactive participants2018-01-011,193
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-011,193
Number of participants with account balances2018-01-011,101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0117
2017: 401(A) THRIFT PLAN OF INDEPENDENT GROUP HOME LIVING PROGRAM, INC. 2017 401k membership
Total participants, beginning-of-year2017-01-011,809
Total number of active participants reported on line 7a of the Form 55002017-01-011,388
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0197
Total of all active and inactive participants2017-01-011,485
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-013
Total participants2017-01-011,488
Number of participants with account balances2017-01-011,353
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0119
2016: 401(A) THRIFT PLAN OF INDEPENDENT GROUP HOME LIVING PROGRAM, INC. 2016 401k membership
Total participants, beginning-of-year2016-01-011,473
Total number of active participants reported on line 7a of the Form 55002016-01-011,521
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01374
Total of all active and inactive participants2016-01-011,895
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0115
Total participants2016-01-011,910
Number of participants with account balances2016-01-011,284
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0132
2015: 401(A) THRIFT PLAN OF INDEPENDENT GROUP HOME LIVING PROGRAM, INC. 2015 401k membership
Total participants, beginning-of-year2015-01-011,365
Total number of active participants reported on line 7a of the Form 55002015-01-011,092
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01366
Total of all active and inactive participants2015-01-011,458
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0115
Total participants2015-01-011,473
Number of participants with account balances2015-01-011,472
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0123
2014: 401(A) THRIFT PLAN OF INDEPENDENT GROUP HOME LIVING PROGRAM, INC. 2014 401k membership
Total participants, beginning-of-year2014-01-011,442
Total number of active participants reported on line 7a of the Form 55002014-01-011,035
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01319
Total of all active and inactive participants2014-01-011,354
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0111
Total participants2014-01-011,365
Number of participants with account balances2014-01-011,365
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-013
2013: 401(A) THRIFT PLAN OF INDEPENDENT GROUP HOME LIVING PROGRAM, INC. 2013 401k membership
Total participants, beginning-of-year2013-01-010
Total number of active participants reported on line 7a of the Form 55002013-01-011,106
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01321
Total of all active and inactive participants2013-01-011,427
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0115
Total participants2013-01-011,442
Number of participants with account balances2013-01-011,442
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0136
2012: 401(A) THRIFT PLAN OF INDEPENDENT GROUP HOME LIVING PROGRAM, INC. 2012 401k membership
Total participants, beginning-of-year2012-01-011,392
Total number of active participants reported on line 7a of the Form 55002012-01-011,042
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01367
Total of all active and inactive participants2012-01-011,409
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-012
Total participants2012-01-011,411
Number of participants with account balances2012-01-011,203
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0175
2011: 401(A) THRIFT PLAN OF INDEPENDENT GROUP HOME LIVING PROGRAM, INC. 2011 401k membership
Total participants, beginning-of-year2011-01-011,439
Total number of active participants reported on line 7a of the Form 55002011-01-011,083
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01332
Total of all active and inactive participants2011-01-011,415
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-013
Total participants2011-01-011,418
Number of participants with account balances2011-01-011,083
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0142
2009: 401(A) THRIFT PLAN OF INDEPENDENT GROUP HOME LIVING PROGRAM, INC. 2009 401k membership
Total participants, beginning-of-year2009-01-011,257
Total number of active participants reported on line 7a of the Form 55002009-01-011,065
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01221
Total of all active and inactive participants2009-01-011,286
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-013
Total participants2009-01-011,289
Number of participants with account balances2009-01-01938
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0175

Financial Data on 401(A) THRIFT PLAN OF INDEPENDENT GROUP HOME LIVING PROGRAM, INC.

Measure Date Value
2022 : 401(A) THRIFT PLAN OF INDEPENDENT GROUP HOME LIVING PROGRAM, INC. 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-1,512,828
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,375,251
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,262,871
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,252,880
Value of total assets at end of year2022-12-31$15,744,950
Value of total assets at beginning of year2022-12-31$18,633,029
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$112,380
Total interest from all sources2022-12-31$24,812
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$329,116
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$329,116
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$600,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Participant contributions at end of year2022-12-31$349,299
Participant contributions at beginning of year2022-12-31$387,334
Other income not declared elsewhere2022-12-31$31
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-2,888,079
Value of net assets at end of year (total assets less liabilities)2022-12-31$15,744,950
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$18,633,029
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 end of year2022-12-31$14,958,754
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$17,718,431
Interest on participant loans2022-12-31$17,890
Interest earned on other investments2022-12-31$6,922
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$436,897
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$527,264
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-3,119,667
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
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$1,252,880
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,262,871
Contract administrator fees2022-12-31$112,380
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 PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Disclaimer
Accountancy firm name2022-12-31BDO USA, P.C.
Accountancy firm EIN2022-12-31135381590
2021 : 401(A) THRIFT PLAN OF INDEPENDENT GROUP HOME LIVING PROGRAM, INC. 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
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$2,569,749
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,526,365
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,402,587
Expenses. Certain deemed distributions of participant loans2021-12-31$2,892
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$499,575
Value of total assets at end of year2021-12-31$18,633,029
Value of total assets at beginning of year2021-12-31$17,589,645
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$120,886
Total interest from all sources2021-12-31$32,370
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$360,157
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$360,157
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$600,000
If this is an individual account plan, was there a blackout period2021-12-31No
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
Participant contributions at end of year2021-12-31$387,334
Participant contributions at beginning of year2021-12-31$445,171
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$1,043,384
Value of net assets at end of year (total assets less liabilities)2021-12-31$18,633,029
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$17,589,645
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$17,718,431
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$16,645,391
Interest on participant loans2021-12-31$24,404
Interest earned on other investments2021-12-31$7,966
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$527,264
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$499,083
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,677,647
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
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
Contributions received in cash from employer2021-12-31$499,575
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,402,587
Contract administrator fees2021-12-31$120,886
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
Opinion of an independent qualified public accountant for this plan2021-12-31Disclaimer
Accountancy firm name2021-12-31BDO USA, LLP
Accountancy firm EIN2021-12-31135381590
2020 : 401(A) THRIFT PLAN OF INDEPENDENT GROUP HOME LIVING PROGRAM, INC. 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets2020-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$0
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$0
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$2,417,089
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,121,550
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,012,022
Expenses. Certain deemed distributions of participant loans2020-12-31$5,777
Value of total corrective distributions2020-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$469,915
Value of total assets at end of year2020-12-31$17,589,645
Value of total assets at beginning of year2020-12-31$16,294,106
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$103,751
Total income from rents2020-12-31$0
Total interest from all sources2020-12-31$37,959
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$295,498
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$295,498
Administrative expenses professional fees incurred2020-12-31$0
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$600,000
If this is an individual account plan, was there a blackout period2020-12-31No
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
Amount of non-exempt transactions with any party-in-interest2020-12-31$0
Contributions received from participants2020-12-31$0
Participant contributions at end of year2020-12-31$445,171
Participant contributions at beginning of year2020-12-31$477,465
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$0
Other income not declared elsewhere2020-12-31$2
Administrative expenses (other) incurred2020-12-31$0
Liabilities. Value of operating payables at beginning of year2020-12-31$0
Total non interest bearing cash at end of year2020-12-31$0
Total non interest bearing cash at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,295,539
Value of net assets at end of year (total assets less liabilities)2020-12-31$17,589,645
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$16,294,106
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
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 year2020-12-31$0
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2020-12-31$0
Investment advisory and management fees2020-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$16,645,391
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$15,374,950
Interest on participant loans2020-12-31$29,271
Income. Interest from loans (other than to participants)2020-12-31$0
Interest earned on other investments2020-12-31$8,688
Income. Interest from US Government securities2020-12-31$0
Income. Interest from corporate debt instruments2020-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$499,083
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$441,691
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,613,715
Net investment gain/loss from pooled separate accounts2020-12-31$0
Net investment gain or loss from common/collective trusts2020-12-31$0
Net gain/loss from 103.12 investment entities2020-12-31$0
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 contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$469,915
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$0
Income. Dividends from preferred stock2020-12-31$0
Income. Dividends from common stock2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,012,022
Contract administrator fees2020-12-31$103,751
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$0
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$0
Aggregate carrying amount (costs) on sale of assets2020-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2020-12-31$0
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 : 401(A) THRIFT PLAN OF INDEPENDENT GROUP HOME LIVING PROGRAM, INC. 2019 401k financial data
Unrealized appreciation/depreciation of real estate assets2019-12-31$0
Unrealized appreciation/depreciation of real estate assets2019-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$0
Total transfer of assets to this plan2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
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 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$2,761,004
Total income from all sources (including contributions)2019-12-31$2,761,004
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$858,185
Total of all expenses incurred2019-12-31$858,185
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$756,135
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$756,135
Expenses. Certain deemed distributions of participant loans2019-12-31$0
Expenses. Certain deemed distributions of participant loans2019-12-31$0
Value of total corrective distributions2019-12-31$0
Value of total corrective distributions2019-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$-96
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$-96
Value of total assets at end of year2019-12-31$16,294,106
Value of total assets at end of year2019-12-31$16,294,106
Value of total assets at beginning of year2019-12-31$14,391,287
Value of total assets at beginning of year2019-12-31$14,391,287
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$102,050
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$102,050
Total income from rents2019-12-31$0
Total income from rents2019-12-31$0
Total interest from all sources2019-12-31$36,365
Total interest from all sources2019-12-31$36,365
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$384,401
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$384,401
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
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$384,401
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$384,401
Administrative expenses professional fees incurred2019-12-31$0
Administrative expenses professional fees incurred2019-12-31$0
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$600,000
Value of fidelity bond cover2019-12-31$600,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
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
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Amount of non-exempt transactions with any party-in-interest2019-12-31$0
Amount of non-exempt transactions with any party-in-interest2019-12-31$0
Contributions received from participants2019-12-31$0
Contributions received from participants2019-12-31$0
Participant contributions at end of year2019-12-31$477,465
Participant contributions at end of year2019-12-31$477,465
Participant contributions at beginning of year2019-12-31$437,614
Participant contributions at beginning of year2019-12-31$437,614
Participant contributions at end of year2019-12-31$0
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Other income not declared elsewhere2019-12-31$0
Other income not declared elsewhere2019-12-31$0
Administrative expenses (other) incurred2019-12-31$0
Administrative expenses (other) incurred2019-12-31$0
Liabilities. Value of operating payables at beginning of year2019-12-31$0
Liabilities. Value of operating payables at beginning of year2019-12-31$0
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$1,902,819
Value of net income/loss2019-12-31$1,902,819
Value of net assets at end of year (total assets less liabilities)2019-12-31$16,294,106
Value of net assets at end of year (total assets less liabilities)2019-12-31$16,294,106
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$14,391,287
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$14,391,287
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
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 loans by the plan or fixed income obligations due to the plan in default2019-12-31No
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 year2019-12-31$0
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 year2019-12-31$0
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2019-12-31$0
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2019-12-31$0
Investment advisory and management fees2019-12-31$0
Investment advisory and management fees2019-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$15,374,950
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$15,374,950
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$13,052,980
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$13,052,980
Interest on participant loans2019-12-31$28,718
Income. Interest from loans (other than to participants)2019-12-31$0
Interest earned on other investments2019-12-31$7,647
Interest earned on other investments2019-12-31$7,647
Income. Interest from US Government securities2019-12-31$0
Income. Interest from corporate debt instruments2019-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$441,691
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$441,691
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$426,737
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$426,737
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,340,334
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,340,334
Net investment gain/loss from pooled separate accounts2019-12-31$0
Net investment gain/loss from pooled separate accounts2019-12-31$0
Net investment gain or loss from common/collective trusts2019-12-31$0
Net investment gain or loss from common/collective trusts2019-12-31$0
Net gain/loss from 103.12 investment entities2019-12-31$0
Net gain/loss from 103.12 investment entities2019-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$-96
Contributions received in cash from employer2019-12-31$-96
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$473,956
Employer contributions (assets) at beginning of year2019-12-31$473,956
Income. Dividends from preferred stock2019-12-31$0
Income. Dividends from preferred stock2019-12-31$0
Income. Dividends from common stock2019-12-31$0
Income. Dividends from common stock2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$756,135
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$756,135
Contract administrator fees2019-12-31$102,050
Contract administrator fees2019-12-31$102,050
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$0
Did the plan have assets held for investment2019-12-31Yes
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
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
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$0
Aggregate proceeds on sale of assets2019-12-31$0
Aggregate carrying amount (costs) on sale of assets2019-12-31$0
Aggregate carrying amount (costs) on sale of assets2019-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2019-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2019-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BDO USA LLP
Accountancy firm name2019-12-31BDO USA LLP
Accountancy firm EIN2019-12-31135381590
Accountancy firm EIN2019-12-31135381590
2018 : 401(A) THRIFT PLAN OF INDEPENDENT GROUP HOME LIVING PROGRAM, INC. 2018 401k financial data
Unrealized appreciation/depreciation of real estate assets2018-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$0
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$0
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$0
Total income from all sources (including contributions)2018-12-31$-280,297
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,065,396
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$958,749
Expenses. Certain deemed distributions of participant loans2018-12-31$0
Value of total corrective distributions2018-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$465,374
Value of total assets at end of year2018-12-31$14,391,287
Value of total assets at beginning of year2018-12-31$15,736,980
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$106,647
Total income from rents2018-12-31$0
Total interest from all sources2018-12-31$25,943
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$314,852
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$314,852
Administrative expenses professional fees incurred2018-12-31$0
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$600,000
If this is an individual account plan, was there a blackout period2018-12-31No
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
Amount of non-exempt transactions with any party-in-interest2018-12-31$0
Contributions received from participants2018-12-31$0
Participant contributions at end of year2018-12-31$437,614
Participant contributions at beginning of year2018-12-31$260,206
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$0
Other income not declared elsewhere2018-12-31$0
Administrative expenses (other) incurred2018-12-31$0
Liabilities. Value of operating payables at beginning of year2018-12-31$0
Total non interest bearing cash at end of year2018-12-31$0
Total non interest bearing cash at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,345,693
Value of net assets at end of year (total assets less liabilities)2018-12-31$14,391,287
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$15,736,980
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
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 year2018-12-31$0
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2018-12-31$0
Investment advisory and management fees2018-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$13,052,980
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$14,630,488
Interest on participant loans2018-12-31$18,735
Income. Interest from loans (other than to participants)2018-12-31$0
Interest earned on other investments2018-12-31$7,208
Income. Interest from US Government securities2018-12-31$0
Income. Interest from corporate debt instruments2018-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$426,737
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$415,489
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,086,466
Net investment gain/loss from pooled separate accounts2018-12-31$0
Net investment gain or loss from common/collective trusts2018-12-31$0
Net gain/loss from 103.12 investment entities2018-12-31$0
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$465,374
Employer contributions (assets) at end of year2018-12-31$473,956
Employer contributions (assets) at beginning of year2018-12-31$430,797
Income. Dividends from preferred stock2018-12-31$0
Income. Dividends from common stock2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$958,749
Contract administrator fees2018-12-31$106,647
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$0
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$0
Aggregate carrying amount (costs) on sale of assets2018-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2018-12-31$0
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 : 401(A) THRIFT PLAN OF INDEPENDENT GROUP HOME LIVING PROGRAM, INC. 2017 401k financial data
Unrealized appreciation/depreciation of real estate assets2017-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$0
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$0
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
Expenses. Interest paid2017-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022017-12-31$0
Total income from all sources (including contributions)2017-12-31$2,642,535
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$2,177,595
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$2,070,373
Expenses. Certain deemed distributions of participant loans2017-12-31$0
Value of total corrective distributions2017-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$897,005
Value of total assets at end of year2017-12-31$15,736,980
Value of total assets at beginning of year2017-12-31$15,272,040
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$107,222
Total income from rents2017-12-31$0
Total interest from all sources2017-12-31$15,216
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$329,279
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$329,279
Administrative expenses professional fees incurred2017-12-31$0
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$600,000
If this is an individual account plan, was there a blackout period2017-12-31Yes
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
Amount of non-exempt transactions with any party-in-interest2017-12-31$0
Contributions received from participants2017-12-31$0
Participant contributions at end of year2017-12-31$260,206
Participant contributions at beginning of year2017-12-31$130,577
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$68,595
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$0
Other income not declared elsewhere2017-12-31$0
Administrative expenses (other) incurred2017-12-31$0
Liabilities. Value of operating payables at beginning of year2017-12-31$0
Total non interest bearing cash at end of year2017-12-31$0
Total non interest bearing cash at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Income. Non cash contributions2017-12-31$0
Value of net income/loss2017-12-31$464,940
Value of net assets at end of year (total assets less liabilities)2017-12-31$15,736,980
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$15,272,040
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
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 year2017-12-31$0
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2017-12-31$0
Investment advisory and management fees2017-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$14,630,488
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$13,598,151
Value of interest in pooled separate accounts at end of year2017-12-31$0
Value of interest in pooled separate accounts at beginning of year2017-12-31$0
Interest on participant loans2017-12-31$8,268
Income. Interest from loans (other than to participants)2017-12-31$0
Interest earned on other investments2017-12-31$6,948
Income. Interest from US Government securities2017-12-31$0
Income. Interest from corporate debt instruments2017-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$415,489
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$1,543,312
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,401,035
Net investment gain/loss from pooled separate accounts2017-12-31$0
Net investment gain or loss from common/collective trusts2017-12-31$0
Net gain/loss from 103.12 investment entities2017-12-31$0
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$828,410
Employer contributions (assets) at end of year2017-12-31$430,797
Employer contributions (assets) at beginning of year2017-12-31$0
Income. Dividends from preferred stock2017-12-31$0
Income. Dividends from common stock2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$2,070,373
Contract administrator fees2017-12-31$107,222
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31Yes
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$0
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$0
Aggregate carrying amount (costs) on sale of assets2017-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2017-12-31$0
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 : 401(A) THRIFT PLAN OF INDEPENDENT GROUP HOME LIVING PROGRAM, INC. 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
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$1,891,627
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,264,495
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,260,445
Expenses. Certain deemed distributions of participant loans2016-12-31$3,912
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$641,894
Value of total assets at end of year2016-12-31$15,272,040
Value of total assets at beginning of year2016-12-31$14,644,908
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$138
Total interest from all sources2016-12-31$28,258
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$0
Participant contributions at end of year2016-12-31$130,577
Participant contributions at beginning of year2016-12-31$155,980
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$0
Other income not declared elsewhere2016-12-31$309
Administrative expenses (other) incurred2016-12-31$138
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$627,132
Value of net assets at end of year (total assets less liabilities)2016-12-31$15,272,040
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$14,644,908
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$13,598,151
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$12,971,374
Interest on participant loans2016-12-31$5,741
Interest earned on other investments2016-12-31$22,517
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$1,543,312
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$1,517,554
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$0
Net investment gain/loss from pooled separate accounts2016-12-31$1,221,166
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
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$641,894
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,260,445
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 name2016-12-31GRANT THORNTON, LLP
Accountancy firm EIN2016-12-31366055558
2015 : 401(A) THRIFT PLAN OF INDEPENDENT GROUP HOME LIVING PROGRAM, INC. 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
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$599,291
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$870,237
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$862,203
Expenses. Certain deemed distributions of participant loans2015-12-31$7,460
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$627,894
Value of total assets at end of year2015-12-31$14,636,023
Value of total assets at beginning of year2015-12-31$14,906,969
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$574
Total interest from all sources2015-12-31$30,701
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$300,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$0
Participant contributions at end of year2015-12-31$147,095
Participant contributions at beginning of year2015-12-31$163,644
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$22,362
Other income not declared elsewhere2015-12-31$26,664
Administrative expenses (other) incurred2015-12-31$574
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-270,946
Value of net assets at end of year (total assets less liabilities)2015-12-31$14,636,023
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$14,906,969
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$12,971,374
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$13,131,313
Interest on participant loans2015-12-31$6,683
Interest earned on other investments2015-12-31$24,018
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$1,517,554
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$1,612,012
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$0
Net investment gain/loss from pooled separate accounts2015-12-31$-85,968
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
Contributions received in cash from employer2015-12-31$605,532
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$862,203
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 name2015-12-31GRANT THORNTON, LLP
Accountancy firm EIN2015-12-31366055558
2014 : 401(A) THRIFT PLAN OF INDEPENDENT GROUP HOME LIVING PROGRAM, INC. 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
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$1,586,509
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$497,498
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$456,623
Expenses. Certain deemed distributions of participant loans2014-12-31$1,425
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$632,196
Value of total assets at end of year2014-12-31$15,539,165
Value of total assets at beginning of year2014-12-31$14,450,154
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$39,450
Total interest from all sources2014-12-31$37,508
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$300,000
If this is an individual account plan, was there a blackout period2014-12-31No
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
Contributions received from participants2014-12-31$0
Participant contributions at end of year2014-12-31$163,644
Participant contributions at beginning of year2014-12-31$148,362
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$0
Other income not declared elsewhere2014-12-31$0
Administrative expenses (other) incurred2014-12-31$39,450
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$1,089,011
Value of net assets at end of year (total assets less liabilities)2014-12-31$15,539,165
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$14,450,154
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$13,131,313
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$12,116,544
Interest on participant loans2014-12-31$6,021
Interest earned on other investments2014-12-31$31,487
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$1,612,012
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$1,569,243
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$0
Net investment gain/loss from pooled separate accounts2014-12-31$916,805
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$632,196
Employer contributions (assets) at end of year2014-12-31$632,196
Employer contributions (assets) at beginning of year2014-12-31$616,005
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$456,623
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 name2014-12-31GRANT THORNTON, LLP
Accountancy firm EIN2014-12-31366055558
2013 : 401(A) THRIFT PLAN OF INDEPENDENT GROUP HOME LIVING PROGRAM, INC. 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$3,043,528
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$695,021
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$673,227
Expenses. Certain deemed distributions of participant loans2013-12-31$17,205
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,259,276
Value of total assets at end of year2013-12-31$14,450,154
Value of total assets at beginning of year2013-12-31$12,101,647
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$4,589
Total interest from all sources2013-12-31$14,548
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$7,630
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$7,630
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$600,000
If this is an individual account plan, was there a blackout period2013-12-31No
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
Contributions received from participants2013-12-31$0
Participant contributions at end of year2013-12-31$148,362
Participant contributions at beginning of year2013-12-31$128,871
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$0
Administrative expenses (other) incurred2013-12-31$4,589
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$2,348,507
Value of net assets at end of year (total assets less liabilities)2013-12-31$14,450,154
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$12,101,647
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 beginning of year2013-12-31$4,264,617
Value of interest in pooled separate accounts at end of year2013-12-31$12,116,544
Interest on participant loans2013-12-31$5,338
Interest earned on other investments2013-12-31$9,210
Value of interest in common/collective trusts at beginning of year2013-12-31$7,708,159
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$1,569,243
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$623,183
Net investment gain/loss from pooled separate accounts2013-12-31$1,072,122
Net investment gain or loss from common/collective trusts2013-12-31$66,769
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$1,259,276
Employer contributions (assets) at end of year2013-12-31$616,005
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$673,227
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
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 name2013-12-31GRANT THORNTON, LLP
Accountancy firm EIN2013-12-31366055558
2012 : 401(A) THRIFT PLAN OF INDEPENDENT GROUP HOME LIVING PROGRAM, INC. 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$2,006,310
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$794,087
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$791,030
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,274,285
Value of total assets at end of year2012-12-31$12,101,647
Value of total assets at beginning of year2012-12-31$10,889,424
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$3,057
Total interest from all sources2012-12-31$4,246
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$122,772
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$122,772
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$600,000
If this is an individual account plan, was there a blackout period2012-12-31No
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
Contributions received from participants2012-12-31$0
Participant contributions at end of year2012-12-31$128,871
Participant contributions at beginning of year2012-12-31$118,213
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$0
Other income not declared elsewhere2012-12-31$27,572
Total non interest bearing cash at end of year2012-12-31$0
Total non interest bearing cash at beginning of year2012-12-31$6
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$1,212,223
Value of net assets at end of year (total assets less liabilities)2012-12-31$12,101,647
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$10,889,424
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$4,264,617
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$4,183,207
Interest on participant loans2012-12-31$4,246
Value of interest in common/collective trusts at end of year2012-12-31$7,708,159
Value of interest in common/collective trusts at beginning of year2012-12-31$6,587,998
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$405,772
Net investment gain or loss from common/collective trusts2012-12-31$171,663
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
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$1,274,285
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$791,030
Contract administrator fees2012-12-31$3,057
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 name2012-12-31CULLEN AND DANOWSKI, LLP
Accountancy firm EIN2012-12-31112459188
2011 : 401(A) THRIFT PLAN OF INDEPENDENT GROUP HOME LIVING PROGRAM, INC. 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
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$1,022,192
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$679,147
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$648,790
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,029,362
Value of total assets at end of year2011-12-31$10,889,424
Value of total assets at beginning of year2011-12-31$10,546,379
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$30,357
Total interest from all sources2011-12-31$5,350
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$87,888
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$87,888
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$600,000
If this is an individual account plan, was there a blackout period2011-12-31No
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
Contributions received from participants2011-12-31$0
Participant contributions at end of year2011-12-31$118,213
Participant contributions at beginning of year2011-12-31$115,303
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$0
Total non interest bearing cash at end of year2011-12-31$6
Total non interest bearing cash at beginning of year2011-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$343,045
Value of net assets at end of year (total assets less liabilities)2011-12-31$10,889,424
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$10,546,379
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$4,183,207
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$10,431,076
Interest on participant loans2011-12-31$5,350
Value of interest in common/collective trusts at end of year2011-12-31$6,587,998
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-176,057
Net investment gain or loss from common/collective trusts2011-12-31$75,649
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
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$1,029,362
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$648,790
Contract administrator fees2011-12-31$30,357
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 name2011-12-31COLLEN AND DANOWSKI, LLP
Accountancy firm EIN2011-12-31112459188
2010 : 401(A) THRIFT PLAN OF INDEPENDENT GROUP HOME LIVING PROGRAM, INC. 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
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$1,040,009
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$412,410
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$409,820
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$643,017
Value of total assets at end of year2010-12-31$10,546,379
Value of total assets at beginning of year2010-12-31$9,918,780
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$2,590
Total interest from all sources2010-12-31$5,093
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$63,110
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$63,110
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$600,000
If this is an individual account plan, was there a blackout period2010-12-31No
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
Participant contributions at end of year2010-12-31$115,303
Participant contributions at beginning of year2010-12-31$111,570
Total non interest bearing cash at end of year2010-12-31$0
Total non interest bearing cash at beginning of year2010-12-31$272
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$627,599
Value of net assets at end of year (total assets less liabilities)2010-12-31$10,546,379
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$9,918,780
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 registered invesment companies (eg mutual funds) at end of year2010-12-31$10,431,076
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$9,806,938
Interest on participant loans2010-12-31$5,093
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$328,789
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$643,017
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$409,820
Contract administrator fees2010-12-31$2,590
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 name2010-12-31COUGHLIN FOUNDOTOS COLLEN DANOWSKI
Accountancy firm EIN2010-12-31112459188
2009 : 401(A) THRIFT PLAN OF INDEPENDENT GROUP HOME LIVING PROGRAM, INC. 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 401(A) THRIFT PLAN OF INDEPENDENT GROUP HOME LIVING PROGRAM, INC.

2022: 401(A) THRIFT PLAN OF INDEPENDENT GROUP HOME LIVING PROGRAM, INC. 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
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 – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: 401(A) THRIFT PLAN OF INDEPENDENT GROUP HOME LIVING PROGRAM, INC. 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
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 – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: 401(A) THRIFT PLAN OF INDEPENDENT GROUP HOME LIVING PROGRAM, INC. 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
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: 401(A) THRIFT PLAN OF INDEPENDENT GROUP HOME LIVING PROGRAM, INC. 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
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: 401(A) THRIFT PLAN OF INDEPENDENT GROUP HOME LIVING PROGRAM, INC. 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
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: 401(A) THRIFT PLAN OF INDEPENDENT GROUP HOME LIVING PROGRAM, INC. 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
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: 401(A) THRIFT PLAN OF INDEPENDENT GROUP HOME LIVING PROGRAM, INC. 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedYes
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
2015: 401(A) THRIFT PLAN OF INDEPENDENT GROUP HOME LIVING PROGRAM, INC. 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedYes
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
2014: 401(A) THRIFT PLAN OF INDEPENDENT GROUP HOME LIVING PROGRAM, INC. 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
2013: 401(A) THRIFT PLAN OF INDEPENDENT GROUP HOME LIVING PROGRAM, INC. 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
2012: 401(A) THRIFT PLAN OF INDEPENDENT GROUP HOME LIVING PROGRAM, INC. 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: 401(A) THRIFT PLAN OF INDEPENDENT GROUP HOME LIVING PROGRAM, INC. 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: 401(A) THRIFT PLAN OF INDEPENDENT GROUP HOME LIVING PROGRAM, INC. 2009 form 5500 responses
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 – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered997
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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
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 Covered973
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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
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 Covered974
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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
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 Covered1056
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
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
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 Covered1193
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
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
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number008361-F
Policy instance 2
Insurance contract or identification number008361-F
Number of Individuals Covered0
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 $1,066
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees1066
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker nameLONG ISLAND REGIONAL OFFICE
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 Covered1488
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
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
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number008361F
Policy instance 1
Insurance contract or identification number008361F
Number of Individuals Covered1473
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 $603
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees603
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker nameLONG ISLAND REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number008361F
Policy instance 1
Insurance contract or identification number008361F
Number of Individuals Covered1365
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 $25,231
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees25231
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker nameLONG ISLAND REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number008361F
Policy instance 1
Insurance contract or identification number008361F
Number of Individuals Covered1442
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 Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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