401k Plan data: OCCUPATIONAL CENTER OF UNION COUNTY, INC. 403(B) THRIFT PLAN plan

OCCUPATIONAL CENTER OF UNION COUNTY, INC. 403(B) THRIFT PLAN 401k Plan overview

Plan Name	OCCUPATIONAL CENTER OF UNION COUNTY, INC. 403(B) THRIFT PLAN
Plan identification number	003

OCCUPATIONAL CENTER OF UNION COUNTY, INC. 403(B) THRIFT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Money purchase (other than target benefit)
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.

401k Sponsoring company profile

OCCUPATIONAL CENTER OF UNION COUNTY, INC has sponsored the creation of one or more 401k plans.

Company Name: OCCUPATIONAL CENTER OF UNION COUNTY, INC

Employer identification number (EIN): 221639789

NAIC Classification: 624310
NAIC Description: Vocational Rehabilitation Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan OCCUPATIONAL CENTER OF UNION COUNTY, INC. 403(B) THRIFT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2016-01-01 MICHELE FORD MICHELE FORD 2017-10-02
003 2015-01-01 MICHELE FORD MICHELE FORD 2016-09-14

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
003	2016-01-01	MICHELE FORD		MICHELE FORD	2017-10-02
003	2015-01-01	MICHELE FORD		MICHELE FORD	2016-09-14

Plan Statistics for OCCUPATIONAL CENTER OF UNION COUNTY, INC. 403(B) THRIFT PLAN

401k plan membership statisitcs for OCCUPATIONAL CENTER OF UNION COUNTY, INC. 403(B) THRIFT PLAN

Measure Date Value
2016: OCCUPATIONAL CENTER OF UNION COUNTY, INC. 403(B) THRIFT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 61
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 52
Number of other retired or separated participants entitled to future benefits 2016-01-01 2
Total of all active and inactive participants 2016-01-01 54
Total participants 2016-01-01 54
Number of participants with account balances 2016-01-01 53
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 8
2015: OCCUPATIONAL CENTER OF UNION COUNTY, INC. 403(B) THRIFT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 0
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 61
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 61
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 61
Number of participants with account balances 2015-01-01 61
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0

Measure	Date	Value
2016: OCCUPATIONAL CENTER OF UNION COUNTY, INC. 403(B) THRIFT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	61
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	52
Number of other retired or separated participants entitled to future benefits	2016-01-01	2
Total of all active and inactive participants	2016-01-01	54
Total participants	2016-01-01	54
Number of participants with account balances	2016-01-01	53
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	8
2015: OCCUPATIONAL CENTER OF UNION COUNTY, INC. 403(B) THRIFT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	0
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	61
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	61
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	61
Number of participants with account balances	2015-01-01	61
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0

Financial Data on OCCUPATIONAL CENTER OF UNION COUNTY, INC. 403(B) THRIFT PLAN

Measure	Date	Value
2016 : OCCUPATIONAL CENTER OF UNION COUNTY, INC. 403(B) THRIFT PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$62,677
Expenses. Total of all expenses incurred	2016-12-31	$5,704
Total plan assets at end of year	2016-12-31	$61,915
Total plan assets at beginning of year	2016-12-31	$4,942
Value of fidelity bond covering the plan	2016-12-31	$1,500,000
Total contributions received or receivable from participants	2016-12-31	$38,989
Expenses. Other expenses not covered elsewhere	2016-12-31	$5,590
Contributions received from other sources (not participants or employers)	2016-12-31	$1,660
Other income received	2016-12-31	$3,030
Net income (gross income less expenses)	2016-12-31	$56,973
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$61,915
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$4,942
Total contributions received or receivable from employer(s)	2016-12-31	$18,998
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$114
2015 : OCCUPATIONAL CENTER OF UNION COUNTY, INC. 403(B) THRIFT PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$4,944
Expenses. Total of all expenses incurred	2015-12-31	$2
Total plan assets at end of year	2015-12-31	$4,942
Total plan assets at beginning of year	2015-12-31	$0
Value of fidelity bond covering the plan	2015-12-31	$1,500,000
Total contributions received or receivable from participants	2015-12-31	$4,946
Other income received	2015-12-31	$-2
Net income (gross income less expenses)	2015-12-31	$4,942
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$4,942
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$2

Form 5500 Responses for OCCUPATIONAL CENTER OF UNION COUNTY, INC. 403(B) THRIFT PLAN

2016: OCCUPATIONAL CENTER OF UNION COUNTY, INC. 403(B) THRIFT PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2015: OCCUPATIONAL CENTER OF UNION COUNTY, INC. 403(B) THRIFT PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	First time form 5500 has been submitted	Yes
2015-01-01	Submission has been amended	Yes
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )

Policy contract number

053737-H

Policy instance

Insurance contract or identification number	053737-H
Number of Individuals Covered	61
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $2
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	2
Insurance broker organization code?	3
Insurance broker name	MUTUAL OF AMERICA LIFE INSURANCE CO

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Company Name:	OCCUPATIONAL CENTER OF UNION COUNTY, INC
Employer identification number (EIN):	221639789
NAIC Classification:	624310
NAIC Description:	Vocational Rehabilitation Services