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YOUTH CONSULTATION SERVICE TAX SHELTERED ANNUITY PLAN 401k Plan overview

Plan NameYOUTH CONSULTATION SERVICE TAX SHELTERED ANNUITY PLAN
Plan identification number 002

YOUTH CONSULTATION SERVICE TAX SHELTERED ANNUITY PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.

401k Sponsoring company profile

YOUTH CONSULTATION SERVICE has sponsored the creation of one or more 401k plans.

Company Name:YOUTH CONSULTATION SERVICE
Employer identification number (EIN):221487560
NAIC Classification:541990
NAIC Description:All Other Professional, Scientific, and Technical Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan YOUTH CONSULTATION SERVICE TAX SHELTERED ANNUITY PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01TARA AUGUSTINE2023-07-31
0022021-01-01TARA AUGUSTINE2022-08-01
0022020-01-01TARA AUGUSTINE2022-06-03
0022019-01-01TARA AUGUSTINE2022-06-03
0022019-01-01TARA AUGUSTINE2022-06-03
0022019-01-01TARA AUGUSTINE2022-06-03
0022018-01-01TARA AUGUSTINE2022-06-03
0022017-01-01TARA AUGUSTINE2022-06-03
0022016-01-01TARA AUGUSTINE2022-06-03
0022015-01-01
0022014-01-01PHILIP DEFALCO
0022013-01-01PHILIP DEFALCO
0022012-01-01PHILIP DEFALCO
0022011-01-01PHILIP DEFALCO
0022010-01-01PHILIP DEFALCO
0022009-01-01PHILIP DEFALCO
0022009-01-01PHILIP DEFALCO

Plan Statistics for YOUTH CONSULTATION SERVICE TAX SHELTERED ANNUITY PLAN

401k plan membership statisitcs for YOUTH CONSULTATION SERVICE TAX SHELTERED ANNUITY PLAN

Measure Date Value
2022: YOUTH CONSULTATION SERVICE TAX SHELTERED ANNUITY PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,425
Total number of active participants reported on line 7a of the Form 55002022-01-01818
Number of retired or separated participants receiving benefits2022-01-01573
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-011,391
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-015
Total participants2022-01-011,396
Number of participants with account balances2022-01-01791
2021: YOUTH CONSULTATION SERVICE TAX SHELTERED ANNUITY PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,565
Total number of active participants reported on line 7a of the Form 55002021-01-01807
Number of other retired or separated participants entitled to future benefits2021-01-01614
Total of all active and inactive participants2021-01-011,421
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-014
Total participants2021-01-011,425
Number of participants with account balances2021-01-01939
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: YOUTH CONSULTATION SERVICE TAX SHELTERED ANNUITY PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,534
Total number of active participants reported on line 7a of the Form 55002020-01-01952
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01610
Total of all active and inactive participants2020-01-011,562
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-013
Total participants2020-01-011,565
Number of participants with account balances2020-01-01943
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: YOUTH CONSULTATION SERVICE TAX SHELTERED ANNUITY PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,523
Total number of active participants reported on line 7a of the Form 55002019-01-01911
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01619
Total of all active and inactive participants2019-01-011,530
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-014
Total participants2019-01-011,534
Number of participants with account balances2019-01-011,028
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: YOUTH CONSULTATION SERVICE TAX SHELTERED ANNUITY PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,667
Total number of active participants reported on line 7a of the Form 55002018-01-011,007
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01514
Total of all active and inactive participants2018-01-011,521
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-012
Total participants2018-01-011,523
Number of participants with account balances2018-01-01927
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: YOUTH CONSULTATION SERVICE TAX SHELTERED ANNUITY PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,755
Total number of active participants reported on line 7a of the Form 55002017-01-011,063
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01602
Total of all active and inactive participants2017-01-011,665
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-012
Total participants2017-01-011,667
Number of participants with account balances2017-01-01996
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: YOUTH CONSULTATION SERVICE TAX SHELTERED ANNUITY PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-012,051
Total number of active participants reported on line 7a of the Form 55002016-01-011,069
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01682
Total of all active and inactive participants2016-01-011,751
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-014
Total participants2016-01-011,755
Number of participants with account balances2016-01-011,084
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: YOUTH CONSULTATION SERVICE TAX SHELTERED ANNUITY PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,931
Total number of active participants reported on line 7a of the Form 55002015-01-011,466
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01581
Total of all active and inactive participants2015-01-012,047
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-014
Total participants2015-01-012,051
Number of participants with account balances2015-01-011,105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: YOUTH CONSULTATION SERVICE TAX SHELTERED ANNUITY PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,852
Total number of active participants reported on line 7a of the Form 55002014-01-011,391
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01536
Total of all active and inactive participants2014-01-011,927
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-014
Total participants2014-01-011,931
Number of participants with account balances2014-01-011,043
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: YOUTH CONSULTATION SERVICE TAX SHELTERED ANNUITY PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,867
Total number of active participants reported on line 7a of the Form 55002013-01-011,330
Number of retired or separated participants receiving benefits2013-01-01519
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-011,849
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-013
Total participants2013-01-011,852
Number of participants with account balances2013-01-01522
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0120
2012: YOUTH CONSULTATION SERVICE TAX SHELTERED ANNUITY PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,885
Total number of active participants reported on line 7a of the Form 55002012-01-011,324
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01541
Total of all active and inactive participants2012-01-011,865
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-012
Total participants2012-01-011,867
Number of participants with account balances2012-01-011,054
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: YOUTH CONSULTATION SERVICE TAX SHELTERED ANNUITY PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,750
Total number of active participants reported on line 7a of the Form 55002011-01-011,300
Number of retired or separated participants receiving benefits2011-01-01584
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-011,884
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-011,885
Number of participants with account balances2011-01-011,020
2010: YOUTH CONSULTATION SERVICE TAX SHELTERED ANNUITY PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-011,634
Total number of active participants reported on line 7a of the Form 55002010-01-011,192
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-01557
Total of all active and inactive participants2010-01-011,749
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-011
Total participants2010-01-011,750
Number of participants with account balances2010-01-01977
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-014
2009: YOUTH CONSULTATION SERVICE TAX SHELTERED ANNUITY PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011,514
Total number of active participants reported on line 7a of the Form 55002009-01-011,072
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01558
Total of all active and inactive participants2009-01-011,630
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-014
Total participants2009-01-011,634
Number of participants with account balances2009-01-01962
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on YOUTH CONSULTATION SERVICE TAX SHELTERED ANNUITY PLAN

Measure Date Value
2022 : YOUTH CONSULTATION SERVICE TAX SHELTERED ANNUITY PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-4,295,934
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,468,501
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,433,261
Value of total corrective distributions2022-12-31$115
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$857,523
Value of total assets at end of year2022-12-31$28,541,848
Value of total assets at beginning of year2022-12-31$34,306,283
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$35,125
Total interest from all sources2022-12-31$59,290
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,339,341
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$1,339,341
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$841,851
Participant contributions at end of year2022-12-31$420,133
Participant contributions at beginning of year2022-12-31$380,901
Participant contributions at end of year2022-12-31$27,914
Participant contributions at beginning of year2022-12-31$36,910
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$15,672
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$4,500
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-5,764,435
Value of net assets at end of year (total assets less liabilities)2022-12-31$28,541,848
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$34,306,283
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$24,374,847
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$30,406,979
Value of interest in pooled separate accounts at end of year2022-12-31$337,403
Value of interest in pooled separate accounts at beginning of year2022-12-31$289,020
Interest on participant loans2022-12-31$15,604
Interest earned on other investments2022-12-31$43,686
Value of interest in common/collective trusts at end of year2022-12-31$0
Value of interest in common/collective trusts at beginning of year2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$3,381,551
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$3,187,973
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-6,573,292
Net investment gain/loss from pooled separate accounts2022-12-31$21,204
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,433,261
Contract administrator fees2022-12-31$35,125
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Disclaimer
Accountancy firm name2022-12-31INSERO & CO CPAS, LLP
Accountancy firm EIN2022-12-31475324570
2021 : YOUTH CONSULTATION SERVICE TAX SHELTERED ANNUITY PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$5,514,212
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,170,284
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,137,755
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$848,313
Value of total assets at end of year2021-12-31$34,306,283
Value of total assets at beginning of year2021-12-31$29,962,355
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$32,529
Total interest from all sources2021-12-31$52,871
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$2,102,574
Administrative expenses professional fees incurred2021-12-31$32,529
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$772,878
Participant contributions at end of year2021-12-31$380,901
Participant contributions at beginning of year2021-12-31$386,433
Participant contributions at end of year2021-12-31$36,910
Participant contributions at beginning of year2021-12-31$33,054
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$75,435
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$4,500
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$4,440
Other income not declared elsewhere2021-12-31$60
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$4,343,928
Value of net assets at end of year (total assets less liabilities)2021-12-31$34,306,283
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$29,962,355
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$30,406,979
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$26,064,921
Value of interest in pooled separate accounts at end of year2021-12-31$289,020
Value of interest in pooled separate accounts at beginning of year2021-12-31$245,075
Interest on participant loans2021-12-31$14,431
Interest earned on other investments2021-12-31$38,440
Value of interest in common/collective trusts at end of year2021-12-31$0
Value of interest in common/collective trusts at beginning of year2021-12-31$2,097,063
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$3,187,973
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$1,131,369
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$2,466,673
Net investment gain/loss from pooled separate accounts2021-12-31$43,721
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 contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Income. Dividends from common stock2021-12-31$2,102,574
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,137,755
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Disclaimer
Accountancy firm name2021-12-31INSERO & CO CPAS, LLP
Accountancy firm EIN2021-12-31475324570
2020 : YOUTH CONSULTATION SERVICE TAX SHELTERED ANNUITY PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$4,806,140
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$5,496,681
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$5,470,746
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,023,386
Value of total assets at end of year2020-12-31$29,962,355
Value of total assets at beginning of year2020-12-31$30,652,896
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$25,935
Total interest from all sources2020-12-31$61,554
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,066,274
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$1,066,274
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$831,563
Participant contributions at end of year2020-12-31$386,433
Participant contributions at beginning of year2020-12-31$428,744
Participant contributions at end of year2020-12-31$33,054
Participant contributions at beginning of year2020-12-31$8,941
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$191,823
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$4,440
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$450,594
Other income not declared elsewhere2020-12-31$294
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$-690,541
Value of net assets at end of year (total assets less liabilities)2020-12-31$29,962,355
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$30,652,896
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$26,064,921
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$26,037,779
Value of interest in pooled separate accounts at end of year2020-12-31$245,075
Value of interest in pooled separate accounts at beginning of year2020-12-31$242,836
Interest on participant loans2020-12-31$18,388
Interest earned on other investments2020-12-31$43,166
Value of interest in common/collective trusts at end of year2020-12-31$2,097,063
Value of interest in common/collective trusts at beginning of year2020-12-31$2,299,724
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$1,131,369
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$1,184,278
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$2,611,093
Net investment gain/loss from pooled separate accounts2020-12-31$-1,799
Net investment gain or loss from common/collective trusts2020-12-31$45,338
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$5,470,746
Contract administrator fees2020-12-31$25,935
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 plan2020-12-31Disclaimer
Accountancy firm name2020-12-31INSERO & CO CPAS, LLP
Accountancy firm EIN2020-12-31475324570
2019 : YOUTH CONSULTATION SERVICE TAX SHELTERED ANNUITY PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$6,166,467
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$2,089,224
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,010,593
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$836,452
Value of total assets at end of year2019-12-31$30,652,896
Value of total assets at beginning of year2019-12-31$26,575,653
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$78,631
Total interest from all sources2019-12-31$67,776
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$988,023
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$988,023
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
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
Contributions received from participants2019-12-31$819,634
Participant contributions at end of year2019-12-31$428,744
Participant contributions at beginning of year2019-12-31$508,064
Participant contributions at end of year2019-12-31$8,941
Participant contributions at beginning of year2019-12-31$8,941
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$16,818
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$450,594
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$450,859
Other income not declared elsewhere2019-12-31$217
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$4,077,243
Value of net assets at end of year (total assets less liabilities)2019-12-31$30,652,896
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$26,575,653
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$26,037,779
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$21,706,866
Value of interest in pooled separate accounts at end of year2019-12-31$242,836
Value of interest in pooled separate accounts at beginning of year2019-12-31$224,343
Interest on participant loans2019-12-31$22,686
Interest earned on other investments2019-12-31$45,090
Value of interest in common/collective trusts at end of year2019-12-31$2,299,724
Value of interest in common/collective trusts at beginning of year2019-12-31$1,867,878
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,184,278
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,166,853
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$4,153,978
Net investment gain/loss from pooled separate accounts2019-12-31$10,975
Net investment gain or loss from common/collective trusts2019-12-31$109,046
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 contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$641,849
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,010,593
Contract administrator fees2019-12-31$78,631
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31INSERO & CO CPAS, LLP
Accountancy firm EIN2019-12-31475324570
2018 : YOUTH CONSULTATION SERVICE TAX SHELTERED ANNUITY PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$-138,399
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$4,097,449
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$4,056,215
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$948,869
Value of total assets at end of year2018-12-31$26,575,653
Value of total assets at beginning of year2018-12-31$30,811,501
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$41,234
Total interest from all sources2018-12-31$68,914
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,277,799
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$1,277,799
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
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$869,671
Participant contributions at end of year2018-12-31$508,064
Participant contributions at beginning of year2018-12-31$604,810
Participant contributions at end of year2018-12-31$8,941
Participant contributions at beginning of year2018-12-31$16,697
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$79,198
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$450,859
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$450,208
Other income not declared elsewhere2018-12-31$169
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-4,235,848
Value of net assets at end of year (total assets less liabilities)2018-12-31$26,575,653
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$30,811,501
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$41,234
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$21,706,866
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$26,131,632
Value of interest in pooled separate accounts at end of year2018-12-31$224,343
Value of interest in pooled separate accounts at beginning of year2018-12-31$271,551
Interest on participant loans2018-12-31$23,179
Interest earned on other investments2018-12-31$45,735
Value of interest in common/collective trusts at end of year2018-12-31$1,867,878
Value of interest in common/collective trusts at beginning of year2018-12-31$1,548,249
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$1,166,853
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$1,146,505
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-2,505,200
Net investment gain/loss from pooled separate accounts2018-12-31$9,161
Net investment gain or loss from common/collective trusts2018-12-31$61,889
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 contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Employer contributions (assets) at end of year2018-12-31$641,849
Employer contributions (assets) at beginning of year2018-12-31$641,849
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$4,056,215
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
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31INSERO & CO CPAS, LLP
Accountancy firm EIN2018-12-31475324570
2017 : YOUTH CONSULTATION SERVICE TAX SHELTERED ANNUITY PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$5,301,013
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,600,268
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,566,944
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,084,173
Value of total assets at end of year2017-12-31$30,811,501
Value of total assets at beginning of year2017-12-31$27,110,756
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$33,324
Total interest from all sources2017-12-31$64,887
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,198,828
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$1,198,828
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
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$1,068,274
Participant contributions at end of year2017-12-31$604,810
Participant contributions at beginning of year2017-12-31$637,739
Participant contributions at end of year2017-12-31$16,697
Participant contributions at beginning of year2017-12-31$122
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$15,899
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$450,208
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$447,675
Other income not declared elsewhere2017-12-31$2,533
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$3,700,745
Value of net assets at end of year (total assets less liabilities)2017-12-31$30,811,501
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$27,110,756
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$26,131,632
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$23,883,870
Value of interest in pooled separate accounts at end of year2017-12-31$271,551
Value of interest in pooled separate accounts at beginning of year2017-12-31$307,644
Interest on participant loans2017-12-31$25,134
Interest earned on other investments2017-12-31$39,753
Value of interest in common/collective trusts at end of year2017-12-31$1,548,249
Value of interest in common/collective trusts at beginning of year2017-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$1,146,505
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$1,155,077
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$2,894,280
Net investment gain/loss from pooled separate accounts2017-12-31$10,974
Net investment gain or loss from common/collective trusts2017-12-31$45,338
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 contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Employer contributions (assets) at end of year2017-12-31$641,849
Employer contributions (assets) at beginning of year2017-12-31$678,629
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,566,944
Contract administrator fees2017-12-31$33,324
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
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31INSERO & CO CPAS, LLP
Accountancy firm EIN2017-12-31475324570
2016 : YOUTH CONSULTATION SERVICE TAX SHELTERED ANNUITY PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$3,265,287
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,457,252
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,392,002
Value of total corrective distributions2016-12-31$12,661
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,239,677
Value of total assets at end of year2016-12-31$27,110,756
Value of total assets at beginning of year2016-12-31$25,302,721
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$52,589
Total interest from all sources2016-12-31$41,370
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$708,994
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$708,994
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,187,001
Participant contributions at end of year2016-12-31$637,739
Participant contributions at beginning of year2016-12-31$608,223
Participant contributions at end of year2016-12-31$122
Participant contributions at beginning of year2016-12-31$45,690
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$16,670
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$447,675
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$412,787
Other income not declared elsewhere2016-12-31$36,469
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$1,808,035
Value of net assets at end of year (total assets less liabilities)2016-12-31$27,110,756
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$25,302,721
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$23,883,870
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$22,134,768
Value of interest in pooled separate accounts at end of year2016-12-31$307,644
Value of interest in pooled separate accounts at beginning of year2016-12-31$289,898
Interest on participant loans2016-12-31$24,575
Interest earned on other investments2016-12-31$16,795
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$1,155,077
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$1,098,761
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,223,458
Net investment gain/loss from pooled separate accounts2016-12-31$15,319
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 contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$36,006
Employer contributions (assets) at end of year2016-12-31$678,629
Employer contributions (assets) at beginning of year2016-12-31$712,594
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,392,002
Contract administrator fees2016-12-31$52,589
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
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31SAX LLP
Accountancy firm EIN2016-12-31812950760
2015 : YOUTH CONSULTATION SERVICE TAX SHELTERED ANNUITY PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$1,353,990
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,806,770
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,771,537
Expenses. Certain deemed distributions of participant loans2015-12-31$4,192
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,195,613
Value of total assets at end of year2015-12-31$25,302,721
Value of total assets at beginning of year2015-12-31$25,755,501
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$31,041
Total interest from all sources2015-12-31$35,304
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$13,281
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$13,281
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,188,697
Participant contributions at end of year2015-12-31$608,223
Participant contributions at beginning of year2015-12-31$581,534
Participant contributions at end of year2015-12-31$45,690
Participant contributions at beginning of year2015-12-31$43,159
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$6,651
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$412,787
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$412,833
Other income not declared elsewhere2015-12-31$37,694
Administrative expenses (other) incurred2015-12-31$31,041
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-452,780
Value of net assets at end of year (total assets less liabilities)2015-12-31$25,302,721
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$25,755,501
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$22,134,768
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$22,608,510
Value of interest in pooled separate accounts at end of year2015-12-31$289,898
Value of interest in pooled separate accounts at beginning of year2015-12-31$263,088
Interest on participant loans2015-12-31$23,651
Interest earned on other investments2015-12-31$11,653
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$1,098,761
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$1,133,783
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$58,550
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$54,831
Net investment gain/loss from pooled separate accounts2015-12-31$17,267
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 contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$265
Employer contributions (assets) at end of year2015-12-31$712,594
Employer contributions (assets) at beginning of year2015-12-31$712,594
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,712,987
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 name2015-12-31SAX LLP
Accountancy firm EIN2015-12-31812950760
2014 : YOUTH CONSULTATION SERVICE TAX SHELTERED ANNUITY PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$3,207,854
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,543,330
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,526,662
Expenses. Certain deemed distributions of participant loans2014-12-31$4,547
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,599,443
Value of total assets at end of year2014-12-31$25,755,501
Value of total assets at beginning of year2014-12-31$24,090,977
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$12,121
Total interest from all sources2014-12-31$30,324
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$16,753
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$16,753
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,183,962
Participant contributions at end of year2014-12-31$581,534
Participant contributions at beginning of year2014-12-31$403,115
Participant contributions at end of year2014-12-31$43,159
Participant contributions at beginning of year2014-12-31$46,182
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$415,481
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$412,833
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$1,075
Other income not declared elsewhere2014-12-31$32,536
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$1,664,524
Value of net assets at end of year (total assets less liabilities)2014-12-31$25,755,501
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$24,090,977
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$22,608,510
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$21,507,331
Value of interest in pooled separate accounts at end of year2014-12-31$263,088
Value of interest in pooled separate accounts at beginning of year2014-12-31$183,493
Interest on participant loans2014-12-31$18,679
Interest earned on other investments2014-12-31$11,645
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$1,133,783
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$1,011,756
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$64,789
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,505,301
Net investment gain/loss from pooled separate accounts2014-12-31$23,497
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 contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Assets. Invements in employer securities at beginning of year2014-12-31$0
Assets. Value of employer real property at beginning of year2014-12-31$0
Employer contributions (assets) at end of year2014-12-31$712,594
Employer contributions (assets) at beginning of year2014-12-31$938,025
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,461,873
Contract administrator fees2014-12-31$12,121
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 name2014-12-31SAXBST LLP
Accountancy firm EIN2014-12-31464001827
2013 : YOUTH CONSULTATION SERVICE TAX SHELTERED ANNUITY PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$4,741,119
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,558,423
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,487,937
Expenses. Certain deemed distributions of participant loans2013-12-31$54,517
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,219,598
Value of total assets at end of year2013-12-31$24,090,977
Value of total assets at beginning of year2013-12-31$20,908,281
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$15,969
Total interest from all sources2013-12-31$26,271
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$6,880
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$6,880
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,219,598
Participant contributions at end of year2013-12-31$403,115
Participant contributions at beginning of year2013-12-31$401,423
Participant contributions at end of year2013-12-31$46,182
Participant contributions at beginning of year2013-12-31$45,650
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$1,075
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$4,020
Other income not declared elsewhere2013-12-31$29,881
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$3,182,696
Value of net assets at end of year (total assets less liabilities)2013-12-31$24,090,977
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$20,908,281
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$21,507,331
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$17,993,837
Value of interest in pooled separate accounts at end of year2013-12-31$183,493
Value of interest in pooled separate accounts at beginning of year2013-12-31$176,412
Interest on participant loans2013-12-31$14,321
Interest earned on other investments2013-12-31$11,950
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$1,011,756
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$1,082,237
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$3,448,868
Net investment gain/loss from pooled separate accounts2013-12-31$9,621
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 contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Assets. Invements in employer securities at end of year2013-12-31$0
Assets. Invements in employer securities at beginning of year2013-12-31$0
Assets. Value of employer real property at end of year2013-12-31$0
Assets. Value of employer real property at beginning of year2013-12-31$0
Employer contributions (assets) at end of year2013-12-31$938,025
Employer contributions (assets) at beginning of year2013-12-31$1,204,702
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,487,937
Contract administrator fees2013-12-31$15,969
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 name2013-12-31SAXBST LLP
Accountancy firm EIN2013-12-31464001827
2012 : YOUTH CONSULTATION SERVICE TAX SHELTERED ANNUITY PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$0
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$3,152,514
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$933,569
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$894,786
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,214,795
Value of total assets at end of year2012-12-31$20,908,281
Value of total assets at beginning of year2012-12-31$18,689,336
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$38,783
Total interest from all sources2012-12-31$28,741
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$5,395
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$5,395
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,207,586
Participant contributions at end of year2012-12-31$401,423
Participant contributions at beginning of year2012-12-31$394,621
Participant contributions at end of year2012-12-31$45,650
Participant contributions at beginning of year2012-12-31$44,504
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$7,209
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$4,020
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$0
Other income not declared elsewhere2012-12-31$14,740
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$2,218,945
Value of net assets at end of year (total assets less liabilities)2012-12-31$20,908,281
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$18,689,336
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$17,993,837
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$15,688,846
Value of interest in pooled separate accounts at end of year2012-12-31$176,412
Value of interest in pooled separate accounts at beginning of year2012-12-31$149,913
Interest on participant loans2012-12-31$14,425
Interest earned on other investments2012-12-31$14,316
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$1,082,237
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$1,090,413
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,872,716
Net investment gain/loss from pooled separate accounts2012-12-31$16,127
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 contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Employer contributions (assets) at end of year2012-12-31$1,204,702
Employer contributions (assets) at beginning of year2012-12-31$1,321,039
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$894,786
Contract administrator fees2012-12-31$38,783
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
Aggregate proceeds on sale of assets2012-12-31$0
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 name2012-12-31SAX MACY FROMM & COMPANY, PC
Accountancy firm EIN2012-12-31223177927
2011 : YOUTH CONSULTATION SERVICE TAX SHELTERED ANNUITY PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$795,931
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$866,817
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$826,581
Expenses. Certain deemed distributions of participant loans2011-12-31$1,090
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,149,659
Value of total assets at end of year2011-12-31$18,689,336
Value of total assets at beginning of year2011-12-31$18,760,222
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$39,146
Total interest from all sources2011-12-31$31,981
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$5,677
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$5,677
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,130,421
Participant contributions at end of year2011-12-31$394,621
Participant contributions at beginning of year2011-12-31$397,355
Participant contributions at end of year2011-12-31$44,504
Participant contributions at beginning of year2011-12-31$41,589
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$19,238
Other income not declared elsewhere2011-12-31$6,360
Administrative expenses (other) incurred2011-12-31$7,534
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-70,886
Value of net assets at end of year (total assets less liabilities)2011-12-31$18,689,336
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$18,760,222
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$15,688,846
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$15,870,047
Value of interest in pooled separate accounts at end of year2011-12-31$149,913
Value of interest in pooled separate accounts at beginning of year2011-12-31$101,460
Interest on participant loans2011-12-31$16,170
Interest earned on other investments2011-12-31$15,811
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$1,090,413
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$1,028,732
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-397,746
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$0
Employer contributions (assets) at end of year2011-12-31$1,321,039
Employer contributions (assets) at beginning of year2011-12-31$1,321,039
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$826,581
Contract administrator fees2011-12-31$31,612
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 name2011-12-31SAX MACY FROMM & COMPANY, PC
Accountancy firm EIN2011-12-31223177927
2010 : YOUTH CONSULTATION SERVICE TAX SHELTERED ANNUITY 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$3,315,464
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$954,733
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$915,779
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,342,452
Value of total assets at end of year2010-12-31$18,760,222
Value of total assets at beginning of year2010-12-31$16,399,491
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$38,954
Total interest from all sources2010-12-31$26,870
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$5,646
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$5,646
Was this plan covered by a fidelity bond2010-12-31No
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,104,639
Participant contributions at end of year2010-12-31$397,355
Participant contributions at beginning of year2010-12-31$244,094
Participant contributions at end of year2010-12-31$41,589
Participant contributions at beginning of year2010-12-31$35,874
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$220,718
Other income not declared elsewhere2010-12-31$187,787
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$2,360,731
Value of net assets at end of year (total assets less liabilities)2010-12-31$18,760,222
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$16,399,491
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$15,870,047
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$14,112,579
Value of interest in pooled separate accounts at end of year2010-12-31$101,460
Value of interest in pooled separate accounts at beginning of year2010-12-31$75,191
Interest on participant loans2010-12-31$13,031
Interest earned on other investments2010-12-31$13,839
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$1,028,732
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$577,573
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,752,709
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$17,095
Employer contributions (assets) at end of year2010-12-31$1,321,039
Employer contributions (assets) at beginning of year2010-12-31$1,354,180
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$915,779
Contract administrator fees2010-12-31$38,954
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 name2010-12-31SAX MACY FROMM & COMPANY, PC
Accountancy firm EIN2010-12-31223177927

Form 5500 Responses for YOUTH CONSULTATION SERVICE TAX SHELTERED ANNUITY PLAN

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

Insurance Providers Used on plan

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number810354
Policy instance 3
Insurance contract or identification number810354
Number of Individuals Covered178
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit 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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number367549
Policy instance 2
Insurance contract or identification number367549
Number of Individuals Covered77
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number004481
Policy instance 1
Insurance contract or identification number004481
Number of Individuals Covered6
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number005783
Policy instance 1
Insurance contract or identification number005783
Number of Individuals Covered6
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number367549
Policy instance 2
Insurance contract or identification number367549
Number of Individuals Covered78
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number810354
Policy instance 3
Insurance contract or identification number810354
Number of Individuals Covered219
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit 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
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number005783
Policy instance 1
Insurance contract or identification number005783
Number of Individuals Covered6
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number367549
Policy instance 2
Insurance contract or identification number367549
Number of Individuals Covered81
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number005783
Policy instance 1
Insurance contract or identification number005783
Number of Individuals Covered6
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number367549
Policy instance 2
Insurance contract or identification number367549
Number of Individuals Covered81
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number367549
Policy instance 2
Insurance contract or identification number367549
Number of Individuals Covered84
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number005783
Policy instance 1
Insurance contract or identification number005783
Number of Individuals Covered6
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number367549
Policy instance 3
Insurance contract or identification number367549
Number of Individuals Covered85
Insurance policy start date2016-01-01
Insurance policy end date2016-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number005783
Policy instance 2
Insurance contract or identification number005783
Number of Individuals Covered8
Insurance policy start date2016-01-01
Insurance policy end date2016-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number003505
Policy instance 1
Insurance contract or identification number003505
Number of Individuals Covered1
Insurance policy start date2016-01-01
Insurance policy end date2016-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number005783
Policy instance 2
Insurance contract or identification number005783
Number of Individuals Covered7
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number367549
Policy instance 3
Insurance contract or identification number367549
Number of Individuals Covered87
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number003505
Policy instance 1
Insurance contract or identification number003505
Number of Individuals Covered1
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number367549
Policy instance 3
Insurance contract or identification number367549
Number of Individuals Covered90
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number003505
Policy instance 1
Insurance contract or identification number003505
Number of Individuals Covered1
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number005783
Policy instance 2
Insurance contract or identification number005783
Number of Individuals Covered8
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number003505
Policy instance 1
Insurance contract or identification number003505
Number of Individuals Covered1
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number367549
Policy instance 3
Insurance contract or identification number367549
Number of Individuals Covered102
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number005783
Policy instance 2
Insurance contract or identification number005783
Number of Individuals Covered8
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number003505
Policy instance 1
Insurance contract or identification number003505
Number of Individuals Covered1
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number367549
Policy instance 3
Insurance contract or identification number367549
Number of Individuals Covered100
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number005783
Policy instance 2
Insurance contract or identification number005783
Number of Individuals Covered8
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number367549
Policy instance 3
Insurance contract or identification number367549
Number of Individuals Covered98
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number003505
Policy instance 1
Insurance contract or identification number003505
Number of Individuals Covered1
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number005783
Policy instance 2
Insurance contract or identification number005783
Number of Individuals Covered8
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number367549
Policy instance 3
Insurance contract or identification number367549
Number of Individuals Covered98
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number005783
Policy instance 2
Insurance contract or identification number005783
Number of Individuals Covered8
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number003505
Policy instance 1
Insurance contract or identification number003505
Number of Individuals Covered1
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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