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INSTITUTE FOR COMMUNITY LIVING INC RETIREMENT PLAN 401k Plan overview

Plan NameINSTITUTE FOR COMMUNITY LIVING INC RETIREMENT PLAN
Plan identification number 001

INSTITUTE FOR COMMUNITY LIVING INC RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

INSTITUTE FOR COMMUNITY LIVING, INC has sponsored the creation of one or more 401k plans.

Company Name:INSTITUTE FOR COMMUNITY LIVING, INC
Employer identification number (EIN):133306195
NAIC Classification:624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan INSTITUTE FOR COMMUNITY LIVING INC RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012019-07-01
0012018-07-01
0012018-07-01
0012017-07-01
0012016-07-01ILIA PICCONE ILIA PICCONE2018-04-13
0012015-07-01ILIA PICCONE ILIA PICCONE2017-04-17
0012014-07-01DEWEY HOWARD DEWEY HOWARD2016-04-15
0012013-07-01ILIA PICCONE ILIA PICCONE2015-04-10
0012012-07-01DEWEY HOWARD DEWEY HOWARD2014-04-15
0012011-07-01DEWEY HOWARD DEWEY HOWARD2013-04-12
0012010-07-01DEWEY HOWARD
0012009-07-01DEWEY HOWARD

Plan Statistics for INSTITUTE FOR COMMUNITY LIVING INC RETIREMENT PLAN

401k plan membership statisitcs for INSTITUTE FOR COMMUNITY LIVING INC RETIREMENT PLAN

Measure Date Value
2019: INSTITUTE FOR COMMUNITY LIVING INC RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-07-011,333
Total number of active participants reported on line 7a of the Form 55002019-07-010
Number of retired or separated participants receiving benefits2019-07-010
Number of other retired or separated participants entitled to future benefits2019-07-010
Total of all active and inactive participants2019-07-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-010
Total participants2019-07-010
Number of participants with account balances2019-07-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-0113
2018: INSTITUTE FOR COMMUNITY LIVING INC RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-011,442
Total number of active participants reported on line 7a of the Form 55002018-07-01927
Number of retired or separated participants receiving benefits2018-07-010
Number of other retired or separated participants entitled to future benefits2018-07-01401
Total of all active and inactive participants2018-07-011,328
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-015
Total participants2018-07-011,333
Number of participants with account balances2018-07-011,319
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-0140
2017: INSTITUTE FOR COMMUNITY LIVING INC RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-011,370
Total number of active participants reported on line 7a of the Form 55002017-07-011,039
Number of retired or separated participants receiving benefits2017-07-010
Number of other retired or separated participants entitled to future benefits2017-07-01398
Total of all active and inactive participants2017-07-011,437
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-015
Total participants2017-07-011,442
Number of participants with account balances2017-07-011,432
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-0137
2016: INSTITUTE FOR COMMUNITY LIVING INC RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-011,224
Total number of active participants reported on line 7a of the Form 55002016-07-011,019
Number of retired or separated participants receiving benefits2016-07-010
Number of other retired or separated participants entitled to future benefits2016-07-01343
Total of all active and inactive participants2016-07-011,362
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-018
Total participants2016-07-011,370
Number of participants with account balances2016-07-011,356
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-0142
2015: INSTITUTE FOR COMMUNITY LIVING INC RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-011,327
Total number of active participants reported on line 7a of the Form 55002015-07-01919
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-01298
Total of all active and inactive participants2015-07-011,217
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-017
Total participants2015-07-011,224
Number of participants with account balances2015-07-011,224
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-0162
2014: INSTITUTE FOR COMMUNITY LIVING INC RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-011,245
Total number of active participants reported on line 7a of the Form 55002014-07-011,010
Number of retired or separated participants receiving benefits2014-07-010
Number of other retired or separated participants entitled to future benefits2014-07-01304
Total of all active and inactive participants2014-07-011,314
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-0113
Total participants2014-07-011,327
Number of participants with account balances2014-07-011,324
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-0155
2013: INSTITUTE FOR COMMUNITY LIVING INC RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-011,191
Total number of active participants reported on line 7a of the Form 55002013-07-01962
Number of other retired or separated participants entitled to future benefits2013-07-01275
Total of all active and inactive participants2013-07-011,237
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-018
Total participants2013-07-011,245
Number of participants with account balances2013-07-011,245
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-0131
2012: INSTITUTE FOR COMMUNITY LIVING INC RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-011,167
Total number of active participants reported on line 7a of the Form 55002012-07-01934
Number of retired or separated participants receiving benefits2012-07-010
Number of other retired or separated participants entitled to future benefits2012-07-01250
Total of all active and inactive participants2012-07-011,184
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-017
Total participants2012-07-011,191
Number of participants with account balances2012-07-011,190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-0141
2011: INSTITUTE FOR COMMUNITY LIVING INC RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-011,091
Total number of active participants reported on line 7a of the Form 55002011-07-01927
Number of retired or separated participants receiving benefits2011-07-010
Number of other retired or separated participants entitled to future benefits2011-07-01234
Total of all active and inactive participants2011-07-011,161
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-016
Total participants2011-07-011,167
Number of participants with account balances2011-07-011,166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-0124
2010: INSTITUTE FOR COMMUNITY LIVING INC RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-07-01993
Total number of active participants reported on line 7a of the Form 55002010-07-01853
Number of other retired or separated participants entitled to future benefits2010-07-01234
Total of all active and inactive participants2010-07-011,087
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-07-014
Total participants2010-07-011,091
Number of participants with account balances2010-07-011,090
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-07-0123
2009: INSTITUTE FOR COMMUNITY LIVING INC RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-01897
Total number of active participants reported on line 7a of the Form 55002009-07-01768
Number of retired or separated participants receiving benefits2009-07-010
Number of other retired or separated participants entitled to future benefits2009-07-01223
Total of all active and inactive participants2009-07-01991
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-013
Total participants2009-07-01994
Number of participants with account balances2009-07-01994
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-0117

Financial Data on INSTITUTE FOR COMMUNITY LIVING INC RETIREMENT PLAN

Measure Date Value
2020 : INSTITUTE FOR COMMUNITY LIVING INC RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-03-31$0
Total income from all sources (including contributions)2020-03-31$339,922
Total loss/gain on sale of assets2020-03-31$0
Total of all expenses incurred2020-03-31$11,244,862
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-03-31$11,244,862
Expenses. Certain deemed distributions of participant loans2020-03-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-03-31$19,890
Value of total assets at end of year2020-03-31$0
Value of total assets at beginning of year2020-03-31$10,904,940
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-03-31$0
Total interest from all sources2020-03-31$7,174
Total dividends received (eg from common stock, registered investment company shares)2020-03-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-03-31No
Was this plan covered by a fidelity bond2020-03-31Yes
Value of fidelity bond cover2020-03-31$500,000
If this is an individual account plan, was there a blackout period2020-03-31No
Were there any nonexempt tranactions with any party-in-interest2020-03-31No
Contributions received from participants2020-03-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-03-31$19,890
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-03-31$64
Other income not declared elsewhere2020-03-31$21,423
Administrative expenses (other) incurred2020-03-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-03-31No
Value of net income/loss2020-03-31$-10,904,940
Value of net assets at end of year (total assets less liabilities)2020-03-31$0
Value of net assets at beginning of year (total assets less liabilities)2020-03-31$10,904,940
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-03-31No
Were any leases to which the plan was party in default or uncollectible2020-03-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-03-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-03-31$10,110,337
Interest on participant loans2020-03-31$0
Interest earned on other investments2020-03-31$7,174
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-03-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-03-31$794,603
Expenses. Payments to insurance carriers foe the provision of benefits2020-03-31$0
Net investment gain/loss from pooled separate accounts2020-03-31$291,435
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-03-31No
Was there a failure to transmit to the plan any participant contributions2020-03-31No
Has the plan failed to provide any benefit when due under the plan2020-03-31No
Contributions received in cash from employer2020-03-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-03-31$11,244,798
Did the plan have assets held for investment2020-03-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-03-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-03-31Yes
Opinion of an independent qualified public accountant for this plan2020-03-31Disclaimer
Accountancy firm name2020-03-31GRASSI & COMPANY
Accountancy firm EIN2020-03-31113266576
2019 : INSTITUTE FOR COMMUNITY LIVING INC RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total income from all sources (including contributions)2019-06-30$506,444
Total loss/gain on sale of assets2019-06-30$0
Total of all expenses incurred2019-06-30$751,226
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$751,226
Expenses. Certain deemed distributions of participant loans2019-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$0
Value of total assets at end of year2019-06-30$10,904,940
Value of total assets at beginning of year2019-06-30$11,149,722
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$0
Total interest from all sources2019-06-30$10,824
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$1,000,000
If this is an individual account plan, was there a blackout period2019-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-06-30$0
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Contributions received from participants2019-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2019-06-30$0
Other income not declared elsewhere2019-06-30$0
Administrative expenses (other) incurred2019-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$-244,782
Value of net assets at end of year (total assets less liabilities)2019-06-30$10,904,940
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$11,149,722
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-06-30$10,110,337
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$10,366,226
Interest on participant loans2019-06-30$0
Interest earned on other investments2019-06-30$10,824
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-06-30$794,603
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-06-30$783,496
Expenses. Payments to insurance carriers foe the provision of benefits2019-06-30$0
Net investment gain/loss from pooled separate accounts2019-06-30$495,620
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30No
Was there a failure to transmit to the plan any participant contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Contributions received in cash from employer2019-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$751,226
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30Yes
Opinion of an independent qualified public accountant for this plan2019-06-30Disclaimer
Accountancy firm name2019-06-30GRASSI & CO
Accountancy firm EIN2019-06-30113266576
2018 : INSTITUTE FOR COMMUNITY LIVING INC RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total income from all sources (including contributions)2018-06-30$1,131,803
Total loss/gain on sale of assets2018-06-30$0
Total of all expenses incurred2018-06-30$1,449,901
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$1,449,901
Expenses. Certain deemed distributions of participant loans2018-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$291,532
Value of total assets at end of year2018-06-30$11,149,722
Value of total assets at beginning of year2018-06-30$11,467,820
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$0
Total interest from all sources2018-06-30$8,569
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$1,000,000
If this is an individual account plan, was there a blackout period2018-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-06-30$0
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Contributions received from participants2018-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2018-06-30$0
Other income not declared elsewhere2018-06-30$0
Administrative expenses (other) incurred2018-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$-318,098
Value of net assets at end of year (total assets less liabilities)2018-06-30$11,149,722
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$11,467,820
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-06-30$10,366,226
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$10,562,978
Interest on participant loans2018-06-30$0
Interest earned on other investments2018-06-30$8,569
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-06-30$783,496
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-06-30$904,842
Expenses. Payments to insurance carriers foe the provision of benefits2018-06-30$0
Net investment gain/loss from pooled separate accounts2018-06-30$831,702
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30No
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Contributions received in cash from employer2018-06-30$291,532
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$1,449,901
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30Yes
Opinion of an independent qualified public accountant for this plan2018-06-30Disclaimer
Accountancy firm name2018-06-30GRASSI & CO.
Accountancy firm EIN2018-06-30113266576
2017 : INSTITUTE FOR COMMUNITY LIVING INC RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total income from all sources (including contributions)2017-06-30$1,279,750
Total loss/gain on sale of assets2017-06-30$0
Total of all expenses incurred2017-06-30$802,016
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$802,016
Expenses. Certain deemed distributions of participant loans2017-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$24,771
Value of total assets at end of year2017-06-30$11,467,820
Value of total assets at beginning of year2017-06-30$10,990,086
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$0
Total interest from all sources2017-06-30$14,022
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$1,000,000
If this is an individual account plan, was there a blackout period2017-06-30No
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Contributions received from participants2017-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2017-06-30$24,771
Other income not declared elsewhere2017-06-30$11,149
Administrative expenses (other) incurred2017-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$477,734
Value of net assets at end of year (total assets less liabilities)2017-06-30$11,467,820
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$10,990,086
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Value of interest in pooled separate accounts at end of year2017-06-30$10,562,978
Value of interest in pooled separate accounts at beginning of year2017-06-30$10,028,879
Interest on participant loans2017-06-30$0
Interest earned on other investments2017-06-30$14,022
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-06-30$904,842
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-06-30$961,207
Expenses. Payments to insurance carriers foe the provision of benefits2017-06-30$0
Net investment gain/loss from pooled separate accounts2017-06-30$1,229,808
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30No
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$802,016
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30Yes
Opinion of an independent qualified public accountant for this plan2017-06-30Disclaimer
Accountancy firm name2017-06-30GRASSI & CO.
Accountancy firm EIN2017-06-30113266576
2016 : INSTITUTE FOR COMMUNITY LIVING INC RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total income from all sources (including contributions)2016-06-30$29,473
Total loss/gain on sale of assets2016-06-30$0
Total of all expenses incurred2016-06-30$1,299,923
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$1,299,923
Expenses. Certain deemed distributions of participant loans2016-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$226
Value of total assets at end of year2016-06-30$10,990,086
Value of total assets at beginning of year2016-06-30$12,260,536
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$0
Total interest from all sources2016-06-30$13,993
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$1,000,000
If this is an individual account plan, was there a blackout period2016-06-30No
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Contributions received from participants2016-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2016-06-30$226
Other income not declared elsewhere2016-06-30$0
Administrative expenses (other) incurred2016-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$-1,270,450
Value of net assets at end of year (total assets less liabilities)2016-06-30$10,990,086
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$12,260,536
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Value of interest in pooled separate accounts at end of year2016-06-30$10,028,879
Value of interest in pooled separate accounts at beginning of year2016-06-30$11,307,223
Interest on participant loans2016-06-30$0
Interest earned on other investments2016-06-30$13,993
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-06-30$961,207
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-06-30$953,313
Expenses. Payments to insurance carriers foe the provision of benefits2016-06-30$0
Net investment gain/loss from pooled separate accounts2016-06-30$15,254
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30No
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$1,299,923
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30Yes
Opinion of an independent qualified public accountant for this plan2016-06-30Disclaimer
Accountancy firm name2016-06-30GRASSI & CO CPA'S
Accountancy firm EIN2016-06-30113566576
2015 : INSTITUTE FOR COMMUNITY LIVING INC RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total income from all sources (including contributions)2015-06-30$971,426
Total loss/gain on sale of assets2015-06-30$0
Total of all expenses incurred2015-06-30$804,799
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$802,417
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$498,477
Value of total assets at end of year2015-06-30$12,260,536
Value of total assets at beginning of year2015-06-30$12,093,909
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$2,382
Total interest from all sources2015-06-30$14,389
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$1,000,000
If this is an individual account plan, was there a blackout period2015-06-30No
Funding deficiency by the employer to the plan for this plan year2015-06-30$0
Minimum employer required contribution for this plan year2015-06-30$0
Amount contributed by the employer to the plan for this plan year2015-06-30$0
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$166,627
Value of net assets at end of year (total assets less liabilities)2015-06-30$12,260,536
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$12,093,909
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Value of interest in pooled separate accounts at end of year2015-06-30$11,307,223
Value of interest in pooled separate accounts at beginning of year2015-06-30$11,111,069
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-06-30$14,389
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-06-30$953,313
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-06-30$982,840
Net investment gain/loss from pooled separate accounts2015-06-30$458,560
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30No
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$498,477
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$802,417
Contract administrator fees2015-06-30$2,382
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-06-30No
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30Yes
Opinion of an independent qualified public accountant for this plan2015-06-30Disclaimer
Accountancy firm name2015-06-30GRASSI & CO CPA'S P.C.
Accountancy firm EIN2015-06-30113266576
2014 : INSTITUTE FOR COMMUNITY LIVING INC RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total income from all sources (including contributions)2014-06-30$2,155,355
Total loss/gain on sale of assets2014-06-30$0
Total of all expenses incurred2014-06-30$781,304
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$779,754
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$437,071
Value of total assets at end of year2014-06-30$12,093,909
Value of total assets at beginning of year2014-06-30$10,719,858
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$1,550
Total interest from all sources2014-06-30$16,578
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$1,000,000
If this is an individual account plan, was there a blackout period2014-06-30No
Funding deficiency by the employer to the plan for this plan year2014-06-30$0
Minimum employer required contribution for this plan year2014-06-30$550,407
Amount contributed by the employer to the plan for this plan year2014-06-30$550,407
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$1,374,051
Value of net assets at end of year (total assets less liabilities)2014-06-30$12,093,909
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$10,719,858
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Value of interest in pooled separate accounts at end of year2014-06-30$11,111,069
Value of interest in pooled separate accounts at beginning of year2014-06-30$9,580,019
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-06-30$16,578
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-06-30$982,840
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-06-30$1,139,839
Net investment gain/loss from pooled separate accounts2014-06-30$1,701,706
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30No
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Contributions received in cash from employer2014-06-30$437,071
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$779,754
Contract administrator fees2014-06-30$1,550
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-06-30No
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30Yes
Opinion of an independent qualified public accountant for this plan2014-06-30Disclaimer
Accountancy firm name2014-06-30GRASSI & CO CPA'S P.C.
Accountancy firm EIN2014-06-30113266576
2013 : INSTITUTE FOR COMMUNITY LIVING INC RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total income from all sources (including contributions)2013-06-30$1,808,404
Total loss/gain on sale of assets2013-06-30$0
Total of all expenses incurred2013-06-30$796,372
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$793,422
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$635,880
Value of total assets at end of year2013-06-30$10,719,858
Value of total assets at beginning of year2013-06-30$9,707,826
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$2,950
Total interest from all sources2013-06-30$19,365
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$1,000,000
If this is an individual account plan, was there a blackout period2013-06-30No
Funding deficiency by the employer to the plan for this plan year2013-06-30$0
Minimum employer required contribution for this plan year2013-06-30$525,316
Amount contributed by the employer to the plan for this plan year2013-06-30$525,316
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Income. Received or receivable in cash from other sources (including rollovers)2013-06-30$110,564
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$1,012,032
Value of net assets at end of year (total assets less liabilities)2013-06-30$10,719,858
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$9,707,826
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Value of interest in pooled separate accounts at end of year2013-06-30$9,580,019
Value of interest in pooled separate accounts at beginning of year2013-06-30$8,608,944
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-06-30$19,365
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-06-30$1,139,839
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-06-30$1,098,882
Net investment gain/loss from pooled separate accounts2013-06-30$1,153,159
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30No
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$525,316
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$793,422
Contract administrator fees2013-06-30$2,950
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-06-30No
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30Yes
Opinion of an independent qualified public accountant for this plan2013-06-30Disclaimer
Accountancy firm name2013-06-30GRASSI & CO CPA'S, P.C.
Accountancy firm EIN2013-06-30113266576
2012 : INSTITUTE FOR COMMUNITY LIVING INC RETIREMENT PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-06-30$708,484
Total of all expenses incurred2012-06-30$472,048
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$469,348
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$566,304
Value of total assets at end of year2012-06-30$9,707,826
Value of total assets at beginning of year2012-06-30$9,471,391
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$2,700
Total interest from all sources2012-06-30$18,900
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$1,000,000
If this is an individual account plan, was there a blackout period2012-06-30No
Funding deficiency by the employer to the plan for this plan year2012-06-30$0
Minimum employer required contribution for this plan year2012-06-30$566,304
Amount contributed by the employer to the plan for this plan year2012-06-30$566,304
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$236,436
Value of net assets at end of year (total assets less liabilities)2012-06-30$9,707,826
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$9,471,391
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Value of interest in pooled separate accounts at end of year2012-06-30$8,608,944
Value of interest in pooled separate accounts at beginning of year2012-06-30$8,614,097
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-06-30$18,900
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-06-30$1,098,882
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-06-30$857,294
Net investment gain/loss from pooled separate accounts2012-06-30$123,280
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30No
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$566,304
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$469,348
Contract administrator fees2012-06-30$2,700
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-06-30No
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30Yes
Opinion of an independent qualified public accountant for this plan2012-06-30Disclaimer
Accountancy firm name2012-06-30GRASSI & CO., CPAS, LLP
Accountancy firm EIN2012-06-30113266576
2011 : INSTITUTE FOR COMMUNITY LIVING INC RETIREMENT PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-06-30$2,871,430
Total of all expenses incurred2011-06-30$543,553
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$540,803
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$1,317,963
Value of total assets at end of year2011-06-30$9,471,391
Value of total assets at beginning of year2011-06-30$7,143,514
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$2,750
Total interest from all sources2011-06-30$19,450
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$1,000,000
If this is an individual account plan, was there a blackout period2011-06-30No
Funding deficiency by the employer to the plan for this plan year2011-06-30$0
Minimum employer required contribution for this plan year2011-06-30$1,317,963
Amount contributed by the employer to the plan for this plan year2011-06-30$1,317,963
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$2,327,877
Value of net assets at end of year (total assets less liabilities)2011-06-30$9,471,391
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$7,143,514
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Value of interest in pooled separate accounts at end of year2011-06-30$8,614,097
Value of interest in pooled separate accounts at beginning of year2011-06-30$6,345,165
Interest earned on other investments2011-06-30$19,450
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-06-30$857,294
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-06-30$798,349
Net investment gain/loss from pooled separate accounts2011-06-30$1,534,017
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30No
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$1,317,963
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$540,803
Contract administrator fees2011-06-30$2,750
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-06-30No
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30Yes
Opinion of an independent qualified public accountant for this plan2011-06-30Disclaimer
Accountancy firm name2011-06-30LOEB AND TROPER
Accountancy firm EIN2011-06-30131517563
2010 : INSTITUTE FOR COMMUNITY LIVING INC RETIREMENT PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-06-30$0
Funding deficiency by the employer to the plan for this plan year2010-06-30$0
Minimum employer required contribution for this plan year2010-06-30$1,494,301
Amount contributed by the employer to the plan for this plan year2010-06-30$1,494,301

Form 5500 Responses for INSTITUTE FOR COMMUNITY LIVING INC RETIREMENT PLAN

2019: INSTITUTE FOR COMMUNITY LIVING INC RETIREMENT PLAN 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Submission has been amendedNo
2019-07-01This submission is the final filingYes
2019-07-01This return/report is a short plan year return/report (less than 12 months)Yes
2019-07-01Plan is a collectively bargained planNo
2019-07-01Plan funding arrangement – InsuranceYes
2019-07-01Plan benefit arrangement – InsuranceYes
2018: INSTITUTE FOR COMMUNITY LIVING INC RETIREMENT PLAN 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Submission has been amendedYes
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planNo
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan benefit arrangement – InsuranceYes
2017: INSTITUTE FOR COMMUNITY LIVING INC RETIREMENT PLAN 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Submission has been amendedNo
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planNo
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan benefit arrangement – InsuranceYes
2016: INSTITUTE FOR COMMUNITY LIVING INC RETIREMENT PLAN 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan benefit arrangement – InsuranceYes
2015: INSTITUTE FOR COMMUNITY LIVING INC RETIREMENT PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan benefit arrangement – InsuranceYes
2014: INSTITUTE FOR COMMUNITY LIVING INC RETIREMENT PLAN 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan benefit arrangement – InsuranceYes
2013: INSTITUTE FOR COMMUNITY LIVING INC RETIREMENT PLAN 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan benefit arrangement – InsuranceYes
2012: INSTITUTE FOR COMMUNITY LIVING INC RETIREMENT PLAN 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan benefit arrangement – InsuranceYes
2011: INSTITUTE FOR COMMUNITY LIVING INC RETIREMENT PLAN 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan benefit arrangement – InsuranceYes
2010: INSTITUTE FOR COMMUNITY LIVING INC RETIREMENT PLAN 2010 form 5500 responses
2010-07-01Type of plan entitySingle employer plan
2010-07-01Submission has been amendedNo
2010-07-01This submission is the final filingNo
2010-07-01This return/report is a short plan year return/report (less than 12 months)No
2010-07-01Plan is a collectively bargained planNo
2010-07-01Plan funding arrangement – InsuranceYes
2010-07-01Plan benefit arrangement – InsuranceYes
2009: INSTITUTE FOR COMMUNITY LIVING INC RETIREMENT PLAN 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedNo
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – InsuranceYes
2009-07-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number089010H
Policy instance 1
Insurance contract or identification number089010H
Number of Individuals Covered0
Insurance policy start date2019-07-01
Insurance policy end date2020-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $972
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees972
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number089010H
Policy instance 1
Insurance contract or identification number089010H
Number of Individuals Covered1333
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $259
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees259
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number089010H
Policy instance 1
Insurance contract or identification number089010H
Number of Individuals Covered1442
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $69
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number089010H
Policy instance 1
Insurance contract or identification number089010H
Number of Individuals Covered1224
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $435
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 fees435
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker nameNEW YORK CITY REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number089010-H
Policy instance 1
Insurance contract or identification number089010-H
Number of Individuals Covered1327
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Total amount of fees paid to insurance companyUSD $131
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees131
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker nameNEW YORK REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number089010-H
Policy instance 1
Insurance contract or identification number089010-H
Number of Individuals Covered1245
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Total amount of fees paid to insurance companyUSD $695
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees695
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP PROGRAM
Insurance broker organization code?3
Insurance broker nameNEW YORK CITY REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number089010-H
Policy instance 1
Insurance contract or identification number089010-H
Number of Individuals Covered1191
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Total amount of fees paid to insurance companyUSD $487
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees194
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP PROGRAM
Insurance broker organization code?3
Insurance broker nameELIZABETH BUDABIN
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number089010-H
Policy instance 1
Insurance contract or identification number089010-H
Number of Individuals Covered1167
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Total amount of fees paid to insurance companyUSD $3,906
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 number089010-H
Policy instance 1
Insurance contract or identification number089010-H
Number of Individuals Covered1091
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Total amount of fees paid to insurance companyUSD $2,989
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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