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WORD OF LIFE DEFINED CONTRIBUTION RETIREMENT PLAN 401k Plan overview

Plan NameWORD OF LIFE DEFINED CONTRIBUTION RETIREMENT PLAN
Plan identification number 003

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

401k Sponsoring company profile

WORD OF LIFE FELLOWSHIP, INC. has sponsored the creation of one or more 401k plans.

Company Name:WORD OF LIFE FELLOWSHIP, INC.
Employer identification number (EIN):135648615
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Additional information about WORD OF LIFE FELLOWSHIP, INC.

Jurisdiction of Incorporation: New York Department of State
Incorporation Date: 1942-12-02
Company Identification Number: 43231
Legal Registered Office Address: P.O. BOX 600
Essex
SCHROON LAKE
United States of America (USA)
12870

More information about WORD OF LIFE FELLOWSHIP, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WORD OF LIFE DEFINED CONTRIBUTION RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-01-01BENJAMIN J. NELSON2023-11-28 BENJAMIN J. NELSON2023-11-28
0032021-01-01BENJAMIN J. NELSON2022-10-06 BENJAMIN J. NELSON2022-10-06
0032020-01-01BENJAMIN J. NELSON2021-07-15 BENJAMIN J. NELSON2021-07-15
0032019-01-01BENJAMIN J. NELSON2020-06-04 BENJAMIN J. NELSON2020-06-04
0032018-01-01BENJAMIN J. NELSON2019-04-18 BENJAMIN J. NELSON2019-04-18
0032017-01-01
0032016-01-01
0032015-01-01
0032014-01-01
0032013-01-01
0032012-01-01BOB G. BROWN BOB G. BROWN2013-09-17
0032011-01-01BOB G. BROWN BOB G. BROWN2012-09-24
0032010-01-01BOB G. BROWN BOB G. BROWN2011-09-12
0032009-01-01BOB G. BROWN BOB G. BROWN2010-07-29
0032009-01-01BOB G. BROWN BOB G. BROWN2010-08-17
0032009-01-01BOB G. BROWN BOB G. BROWN2010-07-27

Plan Statistics for WORD OF LIFE DEFINED CONTRIBUTION RETIREMENT PLAN

401k plan membership statisitcs for WORD OF LIFE DEFINED CONTRIBUTION RETIREMENT PLAN

Measure Date Value
2022: WORD OF LIFE DEFINED CONTRIBUTION RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01357
Total number of active participants reported on line 7a of the Form 55002022-01-01268
Number of other retired or separated participants entitled to future benefits2022-01-0163
Total of all active and inactive participants2022-01-01331
Total participants2022-01-01331
Number of participants with account balances2022-01-01310
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-012
2021: WORD OF LIFE DEFINED CONTRIBUTION RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01350
Total number of active participants reported on line 7a of the Form 55002021-01-01278
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0159
Total of all active and inactive participants2021-01-01337
Total participants2021-01-01337
Number of participants with account balances2021-01-01300
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-012
2020: WORD OF LIFE DEFINED CONTRIBUTION RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01378
Total number of active participants reported on line 7a of the Form 55002020-01-01277
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0153
Total of all active and inactive participants2020-01-01330
Total participants2020-01-01330
Number of participants with account balances2020-01-01291
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-012
2019: WORD OF LIFE DEFINED CONTRIBUTION RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01398
Total number of active participants reported on line 7a of the Form 55002019-01-01304
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0141
Total of all active and inactive participants2019-01-01345
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01345
Number of participants with account balances2019-01-01297
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-011
2018: WORD OF LIFE DEFINED CONTRIBUTION RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01377
Total number of active participants reported on line 7a of the Form 55002018-01-01313
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0140
Total of all active and inactive participants2018-01-01353
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01353
Number of participants with account balances2018-01-01309
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-011
2017: WORD OF LIFE DEFINED CONTRIBUTION RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01344
Total number of active participants reported on line 7a of the Form 55002017-01-01290
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0139
Total of all active and inactive participants2017-01-01329
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01329
Number of participants with account balances2017-01-01300
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-013
2016: WORD OF LIFE DEFINED CONTRIBUTION RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01354
Total number of active participants reported on line 7a of the Form 55002016-01-01292
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0136
Total of all active and inactive participants2016-01-01328
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01328
Number of participants with account balances2016-01-01298
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-012
2015: WORD OF LIFE DEFINED CONTRIBUTION RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01355
Total number of active participants reported on line 7a of the Form 55002015-01-01304
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0130
Total of all active and inactive participants2015-01-01334
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01334
Number of participants with account balances2015-01-01296
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-011
2014: WORD OF LIFE DEFINED CONTRIBUTION RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01342
Total number of active participants reported on line 7a of the Form 55002014-01-01288
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0129
Total of all active and inactive participants2014-01-01317
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01317
Number of participants with account balances2014-01-01275
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-011
2013: WORD OF LIFE DEFINED CONTRIBUTION RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01347
Total number of active participants reported on line 7a of the Form 55002013-01-01282
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0133
Total of all active and inactive participants2013-01-01315
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01315
Number of participants with account balances2013-01-01276
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-011
2012: WORD OF LIFE DEFINED CONTRIBUTION RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01363
Total number of active participants reported on line 7a of the Form 55002012-01-01286
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0133
Total of all active and inactive participants2012-01-01319
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01319
Number of participants with account balances2012-01-01274
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-012
2011: WORD OF LIFE DEFINED CONTRIBUTION RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01354
Total number of active participants reported on line 7a of the Form 55002011-01-01311
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0131
Total of all active and inactive participants2011-01-01342
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01342
Number of participants with account balances2011-01-01285
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-011
2010: WORD OF LIFE DEFINED CONTRIBUTION RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01347
Total number of active participants reported on line 7a of the Form 55002010-01-01308
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0128
Total of all active and inactive participants2010-01-01336
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01336
Number of participants with account balances2010-01-01284
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: WORD OF LIFE DEFINED CONTRIBUTION RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01391
Total number of active participants reported on line 7a of the Form 55002009-01-01336
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0129
Total of all active and inactive participants2009-01-01365
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01365
Number of participants with account balances2009-01-01286
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-011

Financial Data on WORD OF LIFE DEFINED CONTRIBUTION RETIREMENT PLAN

Measure Date Value
2022 : WORD OF LIFE DEFINED CONTRIBUTION RETIREMENT PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-1,864,297
Total of all expenses incurred2022-12-31$1,337,949
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,279,324
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,077,833
Value of total assets at end of year2022-12-31$11,995,785
Value of total assets at beginning of year2022-12-31$15,198,031
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$58,625
Total interest from all sources2022-12-31$159
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
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
Contributions received from participants2022-12-31$800,981
Total non interest bearing cash at end of year2022-12-31$52
Total non interest bearing cash at beginning of year2022-12-31$51
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-3,202,246
Value of net assets at end of year (total assets less liabilities)2022-12-31$11,995,785
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$15,198,031
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
Investment advisory and management fees2022-12-31$3,062
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$11,991,486
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$15,131,319
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$159
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$4,247
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$66,661
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-2,942,289
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$276,852
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,279,324
Contract administrator fees2022-12-31$55,563
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 plan2022-12-31Unqualified
Accountancy firm name2022-12-31CAPIN CROUSE, LLP
Accountancy firm EIN2022-12-31363990892
2021 : WORD OF LIFE DEFINED CONTRIBUTION RETIREMENT PLAN 2021 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$84
Total income from all sources (including contributions)2021-12-31$2,747,823
Total of all expenses incurred2021-12-31$1,044,660
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$972,443
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$988,199
Value of total assets at end of year2021-12-31$15,198,031
Value of total assets at beginning of year2021-12-31$13,494,952
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$72,217
Total interest from all sources2021-12-31$1,603
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$763,177
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$84
Other income not declared elsewhere2021-12-31$-10
Total non interest bearing cash at end of year2021-12-31$51
Total non interest bearing cash at beginning of year2021-12-31$145
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
Income. Non cash contributions2021-12-31$0
Value of net income/loss2021-12-31$1,703,163
Value of net assets at end of year (total assets less liabilities)2021-12-31$15,198,031
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$13,494,868
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$15,131,319
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$13,373,244
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$1,603
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$66,661
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$121,563
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,758,031
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$225,022
Employer contributions (assets) at beginning of year2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$972,443
Contract administrator fees2021-12-31$72,217
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 plan2021-12-31Unqualified
Accountancy firm name2021-12-31CAPIN CROUSE, LLP
Accountancy firm EIN2021-12-31363990892
2020 : WORD OF LIFE DEFINED CONTRIBUTION RETIREMENT PLAN 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$84
Total income from all sources (including contributions)2020-12-31$3,175,692
Total of all expenses incurred2020-12-31$1,091,031
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,027,834
Value of total corrective distributions2020-12-31$310
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$875,640
Value of total assets at end of year2020-12-31$13,494,952
Value of total assets at beginning of year2020-12-31$11,410,207
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$62,887
Total interest from all sources2020-12-31$2,034
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$654,101
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$26,174
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$84
Other income not declared elsewhere2020-12-31$776
Total non interest bearing cash at end of year2020-12-31$145
Total non interest bearing cash at beginning of year2020-12-31$1,072
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$2,084,661
Value of net assets at end of year (total assets less liabilities)2020-12-31$13,494,868
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$11,410,207
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$13,373,244
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$11,216,135
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$2,034
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$121,563
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$193,000
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$2,297,242
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$195,365
Employer contributions (assets) at end of year2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,027,834
Contract administrator fees2020-12-31$62,887
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
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31CAPIN CROUSE, LLP
Accountancy firm EIN2020-12-31363990892
2019 : WORD OF LIFE DEFINED CONTRIBUTION RETIREMENT PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$3,284,440
Total income from all sources (including contributions)2019-12-31$3,284,440
Total of all expenses incurred2019-12-31$1,439,558
Total of all expenses incurred2019-12-31$1,439,558
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,380,179
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,380,179
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,040,247
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,040,247
Value of total assets at end of year2019-12-31$11,410,207
Value of total assets at end of year2019-12-31$11,410,207
Value of total assets at beginning of year2019-12-31$9,565,325
Value of total assets at beginning of year2019-12-31$9,565,325
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$59,379
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$59,379
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
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$1,000,000
Value of fidelity bond cover2019-12-31$1,000,000
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
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$733,481
Contributions received from participants2019-12-31$733,481
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$119,817
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$119,817
Total non interest bearing cash at end of year2019-12-31$1,072
Total non interest bearing cash at end of year2019-12-31$1,072
Total non interest bearing cash at beginning of year2019-12-31$118
Total non interest bearing cash at beginning of year2019-12-31$118
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$1,844,882
Value of net income/loss2019-12-31$1,844,882
Value of net assets at end of year (total assets less liabilities)2019-12-31$11,410,207
Value of net assets at end of year (total assets less liabilities)2019-12-31$11,410,207
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$9,565,325
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$9,565,325
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
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$11,216,135
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$11,216,135
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$9,377,757
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$9,377,757
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$193,000
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$193,000
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$185,226
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$185,226
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,244,193
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,244,193
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$186,949
Contributions received in cash from employer2019-12-31$186,949
Employer contributions (assets) at beginning of year2019-12-31$2,224
Employer contributions (assets) at beginning of year2019-12-31$2,224
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,380,179
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,380,179
Contract administrator fees2019-12-31$59,379
Contract administrator fees2019-12-31$59,379
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
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 name2019-12-31CAPIN CROUSE, LLP
Accountancy firm name2019-12-31CAPIN CROUSE, LLP
Accountancy firm EIN2019-12-31363990892
Accountancy firm EIN2019-12-31363990892
2018 : WORD OF LIFE DEFINED CONTRIBUTION RETIREMENT PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$185,571
Total of all expenses incurred2018-12-31$606,701
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$579,216
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$803,631
Value of total assets at end of year2018-12-31$9,565,325
Value of total assets at beginning of year2018-12-31$9,986,455
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$27,485
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$634,477
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$23,986
Total non interest bearing cash at end of year2018-12-31$118
Total non interest bearing cash at beginning of year2018-12-31$89
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-421,130
Value of net assets at end of year (total assets less liabilities)2018-12-31$9,565,325
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$9,986,455
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$9,377,757
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$9,806,953
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$185,226
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$179,413
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-618,060
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$145,168
Employer contributions (assets) at end of year2018-12-31$2,224
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$579,216
Contract administrator fees2018-12-31$27,485
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
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 name2018-12-31CAPIN CROUSE, LLP
Accountancy firm EIN2018-12-31363990892
2017 : WORD OF LIFE DEFINED CONTRIBUTION RETIREMENT PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$2,191,674
Total of all expenses incurred2017-12-31$667,742
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$667,742
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$706,658
Value of total assets at end of year2017-12-31$9,986,455
Value of total assets at beginning of year2017-12-31$8,462,523
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$581,936
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$8,846
Other income not declared elsewhere2017-12-31$453
Total non interest bearing cash at end of year2017-12-31$89
Total non interest bearing cash at beginning of year2017-12-31$551
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,523,932
Value of net assets at end of year (total assets less liabilities)2017-12-31$9,986,455
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$8,462,523
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$9,806,953
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$8,363,383
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$179,413
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$98,589
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,484,563
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$115,876
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$667,742
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
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 name2017-12-31CAPIN CROUSE LLP
Accountancy firm EIN2017-12-31363990892
2016 : WORD OF LIFE DEFINED CONTRIBUTION RETIREMENT PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$1,383,579
Total of all expenses incurred2016-12-31$739,375
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$739,375
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$838,404
Value of total assets at end of year2016-12-31$8,462,523
Value of total assets at beginning of year2016-12-31$7,818,319
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$1,000,000
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$586,172
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$138,868
Total non interest bearing cash at end of year2016-12-31$551
Total non interest bearing cash at beginning of year2016-12-31$210
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$644,204
Value of net assets at end of year (total assets less liabilities)2016-12-31$8,462,523
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$7,818,319
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$8,363,383
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$7,749,829
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$98,589
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$68,280
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$545,175
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$113,364
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$739,375
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 name2016-12-31CAPIN CROUSE LLP
Accountancy firm EIN2016-12-31363990892
2015 : WORD OF LIFE DEFINED CONTRIBUTION RETIREMENT PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$609,241
Total of all expenses incurred2015-12-31$420,241
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$416,269
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$739,766
Value of total assets at end of year2015-12-31$7,818,319
Value of total assets at beginning of year2015-12-31$7,629,319
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$3,972
Total interest from all sources2015-12-31$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$500,000
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$563,337
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$67,080
Total non interest bearing cash at end of year2015-12-31$210
Total non interest bearing cash at beginning of year2015-12-31$30
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$189,000
Value of net assets at end of year (total assets less liabilities)2015-12-31$7,818,319
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$7,629,319
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$7,749,829
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$7,567,230
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$68,280
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$62,059
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-130,525
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$109,349
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$416,269
Contract administrator fees2015-12-31$3,972
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 name2015-12-31CAPIN CROUSE LLP
Accountancy firm EIN2015-12-31363990892
2014 : WORD OF LIFE DEFINED CONTRIBUTION RETIREMENT PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$959,548
Total of all expenses incurred2014-12-31$564,986
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$553,807
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$587,474
Value of total assets at end of year2014-12-31$7,629,319
Value of total assets at beginning of year2014-12-31$7,234,757
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$11,179
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$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$472,197
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$11,956
Total non interest bearing cash at end of year2014-12-31$30
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$394,562
Value of net assets at end of year (total assets less liabilities)2014-12-31$7,629,319
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$7,234,757
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$7,567,230
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$7,088,789
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$62,059
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$55,279
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$372,074
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$103,321
Employer contributions (assets) at beginning of year2014-12-31$90,689
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$553,807
Contract administrator fees2014-12-31$11,179
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 name2014-12-31CAPIN CROUSE LLP
Accountancy firm EIN2014-12-31363990892
2013 : WORD OF LIFE DEFINED CONTRIBUTION RETIREMENT PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$1,712,033
Total of all expenses incurred2013-12-31$471,216
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$461,341
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$538,337
Value of total assets at end of year2013-12-31$7,234,757
Value of total assets at beginning of year2013-12-31$5,993,940
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$9,875
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$447,642
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$1,240,817
Value of net assets at end of year (total assets less liabilities)2013-12-31$7,234,757
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$5,993,940
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$7,088,789
Value of interest in pooled separate accounts at beginning of year2013-12-31$5,855,232
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$55,279
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$49,149
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,173,696
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$90,695
Employer contributions (assets) at end of year2013-12-31$90,689
Employer contributions (assets) at beginning of year2013-12-31$89,559
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$461,341
Contract administrator fees2013-12-31$9,875
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 name2013-12-31CAPIN CROUSE LLP
Accountancy firm EIN2013-12-31363990892
2012 : WORD OF LIFE DEFINED CONTRIBUTION RETIREMENT PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$1,307,566
Total of all expenses incurred2012-12-31$586,249
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$577,661
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$586,936
Value of total assets at end of year2012-12-31$5,993,940
Value of total assets at beginning of year2012-12-31$5,272,623
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$8,588
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$436,586
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$60,504
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$721,317
Value of net assets at end of year (total assets less liabilities)2012-12-31$5,993,940
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$5,272,623
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 pooled separate accounts at end of year2012-12-31$5,855,232
Value of interest in pooled separate accounts at beginning of year2012-12-31$5,144,239
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$49,149
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$53,348
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$556
Net investment gain/loss from pooled separate accounts2012-12-31$720,074
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$89,846
Employer contributions (assets) at end of year2012-12-31$89,559
Employer contributions (assets) at beginning of year2012-12-31$75,036
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$577,661
Contract administrator fees2012-12-31$8,588
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 name2012-12-31CAPIN CROUSE LLP
Accountancy firm EIN2012-12-31363990892
2011 : WORD OF LIFE DEFINED CONTRIBUTION RETIREMENT PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$294,247
Total of all expenses incurred2011-12-31$337,609
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$321,911
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$511,431
Value of total assets at end of year2011-12-31$5,272,623
Value of total assets at beginning of year2011-12-31$5,315,985
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$15,698
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$425,460
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$10,935
Total non interest bearing cash at beginning of year2011-12-31$361
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-43,362
Value of net assets at end of year (total assets less liabilities)2011-12-31$5,272,623
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$5,315,985
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 pooled separate accounts at end of year2011-12-31$5,144,239
Value of interest in pooled separate accounts at beginning of year2011-12-31$5,165,795
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$53,348
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$75,553
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$1,121
Net investment gain/loss from pooled separate accounts2011-12-31$-218,305
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$75,036
Employer contributions (assets) at end of year2011-12-31$75,036
Employer contributions (assets) at beginning of year2011-12-31$74,276
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$321,911
Contract administrator fees2011-12-31$15,698
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 name2011-12-31LAMBRIDES, LAMOS, TAYLOR CPAS LLP
Accountancy firm EIN2011-12-31263860870
2010 : WORD OF LIFE DEFINED CONTRIBUTION RETIREMENT PLAN 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$1,153,314
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$485,979
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$464,132
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$491,452
Value of total assets at end of year2010-12-31$5,315,985
Value of total assets at beginning of year2010-12-31$4,648,650
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$21,847
Total interest from all sources2010-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$417,176
Other income not declared elsewhere2010-12-31$1,564
Total non interest bearing cash at end of year2010-12-31$361
Total non interest bearing cash at beginning of year2010-12-31$120
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$667,335
Value of net assets at end of year (total assets less liabilities)2010-12-31$5,315,985
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$4,648,650
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in pooled separate accounts at end of year2010-12-31$5,165,795
Value of interest in pooled separate accounts at beginning of year2010-12-31$4,511,198
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$75,553
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$64,476
Net investment gain/loss from pooled separate accounts2010-12-31$660,298
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
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$74,276
Employer contributions (assets) at end of year2010-12-31$74,276
Employer contributions (assets) at beginning of year2010-12-31$72,856
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$464,132
Contract administrator fees2010-12-31$21,847
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 name2010-12-31LAMBRIDES, LAMOS, TAYLOR CPAS LLP
Accountancy firm EIN2010-12-31263860870

Form 5500 Responses for WORD OF LIFE DEFINED CONTRIBUTION RETIREMENT PLAN

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

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 86375 )
Policy contract number80095
Policy instance 1
Insurance contract or identification number80095
Number of Individuals Covered328
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $17,931
Total amount of fees paid to insurance companyUSD $6,501
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $17,931
Insurance broker organization code?3
Amount paid for insurance broker fees6501
JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 86375 )
Policy contract number80095
Policy instance 1
Insurance contract or identification number80095
Number of Individuals Covered309
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $21,717
Total amount of fees paid to insurance companyUSD $7,242
Commission paid to Insurance BrokerUSD $21,717
Insurance broker organization code?3
Amount paid for insurance broker fees7242
JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 86375 )
Policy contract number80095
Policy instance 1
Insurance contract or identification number80095
Number of Individuals Covered299
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $17,202
Total amount of fees paid to insurance companyUSD $5,737
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $17,202
Insurance broker organization code?3
Amount paid for insurance broker fees5737
Additional information about fees paid to insurance brokerADMINISTRATIVE EXPENSE REIMBURSEMENT
JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 86375 )
Policy contract number80095
Policy instance 1
Insurance contract or identification number80095
Number of Individuals Covered308
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $16,247
Total amount of fees paid to insurance companyUSD $5,420
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $16,247
Insurance broker organization code?3
Amount paid for insurance broker fees5420
Additional information about fees paid to insurance brokerADMINISTRATIVE EXPENSE REIMBUREMENT
JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 86375 )
Policy contract number80095
Policy instance 1
Insurance contract or identification number80095
Number of Individuals Covered308
Insurance policy start date2017-12-31
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $13,641
Total amount of fees paid to insurance companyUSD $4,549
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $13,641
Insurance broker organization code?3
Amount paid for insurance broker fees4549
Additional information about fees paid to insurance brokerADMINISTRATIVE EXPENSE REIMBURSEMENT
Insurance broker namePENSION WORKS, INC.
JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 86375 )
Policy contract number80095
Policy instance 1
Insurance contract or identification number80095
Number of Individuals Covered310
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $11,778
Total amount of fees paid to insurance companyUSD $3,941
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $11,778
Insurance broker organization code?3
Amount paid for insurance broker fees3941
Additional information about fees paid to insurance brokerADMINISTRATIVE EXPENSE REIMBURSEMENT
Insurance broker namePENSION WORKS, INC.
JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 86375 )
Policy contract number80095
Policy instance 1
Insurance contract or identification number80095
Number of Individuals Covered293
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $11,010
Total amount of fees paid to insurance companyUSD $3,674
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $11,010
Insurance broker organization code?3
Amount paid for insurance broker fees3674
Additional information about fees paid to insurance brokerADMINISTRATIVE EXPENSE REIMBURSEMENT
Insurance broker namePENSION WORKS, INC.
JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 86375 )
Policy contract number80095
Policy instance 1
Insurance contract or identification number80095
Number of Individuals Covered281
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $9,611
Total amount of fees paid to insurance companyUSD $3,208
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $9,611
Insurance broker organization code?3
Amount paid for insurance broker fees3208
Additional information about fees paid to insurance brokerADMINISTRATIVE EXPENSE REIMBURSEMENT
Insurance broker namePENSION WORKS, INC.
JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 86375 )
Policy contract number80095
Policy instance 1
Insurance contract or identification number80095
Number of Individuals Covered275
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $8,391
Total amount of fees paid to insurance companyUSD $2,800
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $8,391
Insurance broker organization code?3
Amount paid for insurance broker fees2800
Additional information about fees paid to insurance brokerADMINISTRATIVE EXPENSE REIMBURSEMENT
Insurance broker namePENSION WORKS, INC.
JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 86375 )
Policy contract number80095
Policy instance 1
Insurance contract or identification number80095
Number of Individuals Covered283
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $10,427
Total amount of fees paid to insurance companyUSD $2,614
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 86375 )
Policy contract number80095
Policy instance 1
Insurance contract or identification number80095
Number of Individuals Covered281
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $11,597
Total amount of fees paid to insurance companyUSD $2,303
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
Commission paid to Insurance BrokerUSD $11,597
Insurance broker organization code?3
Amount paid for insurance broker fees2303
Additional information about fees paid to insurance brokerADMINISTRATIVE EXPENSE REIMBUREMENT
Insurance broker namePENSION WORKS, INC.

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