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THE ARC OF UNION COUNTY, INC. RETIREMENT PLAN 401k Plan overview

Plan NameTHE ARC OF UNION COUNTY, INC. RETIREMENT PLAN
Plan identification number 001

THE ARC OF UNION COUNTY, INC. RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

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

Company Name:THE ARC OF UNION COUNTY, INC.
Employer identification number (EIN):221686764
NAIC Classification:624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE ARC OF UNION COUNTY, INC. RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01CAROLYN SCOTT
0012016-01-01CAROLYN SCOTT
0012015-01-01CAROLYN SCOTT
0012014-01-01CAROLYN SCOTT
0012013-01-01ROBBIN M. JORDAN
0012012-01-01ROBBIN JORDAN ROBBIN JORDAN2013-10-15
0012011-01-01ROBBIN JORDAN
0012009-01-01ANNE ROGALIN

Plan Statistics for THE ARC OF UNION COUNTY, INC. RETIREMENT PLAN

401k plan membership statisitcs for THE ARC OF UNION COUNTY, INC. RETIREMENT PLAN

Measure Date Value
2022: THE ARC OF UNION COUNTY, INC. RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01900
Total number of active participants reported on line 7a of the Form 55002022-01-01341
Number of retired or separated participants receiving benefits2022-01-017
Number of other retired or separated participants entitled to future benefits2022-01-01478
Total of all active and inactive participants2022-01-01826
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-012
Total participants2022-01-01828
Number of participants with account balances2022-01-01828
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: THE ARC OF UNION COUNTY, INC. RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01878
Total number of active participants reported on line 7a of the Form 55002021-01-01393
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01506
Total of all active and inactive participants2021-01-01899
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01899
Number of participants with account balances2021-01-01899
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: THE ARC OF UNION COUNTY, INC. RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01796
Total number of active participants reported on line 7a of the Form 55002020-01-01475
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01401
Total of all active and inactive participants2020-01-01876
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01876
Number of participants with account balances2020-01-01876
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: THE ARC OF UNION COUNTY, INC. RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01716
Total number of active participants reported on line 7a of the Form 55002019-01-01442
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01342
Total of all active and inactive participants2019-01-01784
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01784
Number of participants with account balances2019-01-01780
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: THE ARC OF UNION COUNTY, INC. RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01668
Total number of active participants reported on line 7a of the Form 55002018-01-01339
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01319
Total of all active and inactive participants2018-01-01658
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01658
Number of participants with account balances2018-01-01601
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: THE ARC OF UNION COUNTY, INC. RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01703
Total number of active participants reported on line 7a of the Form 55002017-01-01521
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01123
Total of all active and inactive participants2017-01-01644
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01644
Number of participants with account balances2017-01-01644
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: THE ARC OF UNION COUNTY, INC. RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01711
Total number of active participants reported on line 7a of the Form 55002016-01-01573
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01129
Total of all active and inactive participants2016-01-01702
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-01703
Number of participants with account balances2016-01-01702
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: THE ARC OF UNION COUNTY, INC. RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01560
Total number of active participants reported on line 7a of the Form 55002015-01-01540
Number of retired or separated participants receiving benefits2015-01-012
Number of other retired or separated participants entitled to future benefits2015-01-01152
Total of all active and inactive participants2015-01-01694
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-01695
Number of participants with account balances2015-01-01451
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-013
2014: THE ARC OF UNION COUNTY, INC. RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01690
Total number of active participants reported on line 7a of the Form 55002014-01-01396
Number of retired or separated participants receiving benefits2014-01-012
Number of other retired or separated participants entitled to future benefits2014-01-01154
Total of all active and inactive participants2014-01-01552
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01552
Number of participants with account balances2014-01-01483
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-011
2013: THE ARC OF UNION COUNTY, INC. RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01869
Total number of active participants reported on line 7a of the Form 55002013-01-01541
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01143
Total of all active and inactive participants2013-01-01684
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01684
Number of participants with account balances2013-01-01549
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-015
2012: THE ARC OF UNION COUNTY, INC. RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01812
Total number of active participants reported on line 7a of the Form 55002012-01-01521
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01348
Total of all active and inactive participants2012-01-01869
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01869
Number of participants with account balances2012-01-01712
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-012
2011: THE ARC OF UNION COUNTY, INC. RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01824
Total number of active participants reported on line 7a of the Form 55002011-01-01503
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01309
Total of all active and inactive participants2011-01-01812
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01812
Number of participants with account balances2011-01-01653
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0114
2009: THE ARC OF UNION COUNTY, INC. RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01502
Total number of active participants reported on line 7a of the Form 55002009-01-01515
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01236
Total of all active and inactive participants2009-01-01751
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01751
Number of participants with account balances2009-01-01545
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0116

Financial Data on THE ARC OF UNION COUNTY, INC. RETIREMENT PLAN

Measure Date Value
2022 : THE ARC OF UNION COUNTY, INC. RETIREMENT 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$0
Total income from all sources (including contributions)2022-12-31$-631,225
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$979,289
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$878,992
Expenses. Certain deemed distributions of participant loans2022-12-31$8,776
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,102,494
Value of total assets at end of year2022-12-31$10,079,706
Value of total assets at beginning of year2022-12-31$11,690,220
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$91,521
Total interest from all sources2022-12-31$11,889
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Administrative expenses professional fees incurred2022-12-31$8,058
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$532,826
Participant contributions at end of year2022-12-31$265,261
Participant contributions at beginning of year2022-12-31$241,162
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$37,488
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,610,514
Value of net assets at end of year (total assets less liabilities)2022-12-31$10,079,706
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$11,690,220
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$83,463
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$9,182,182
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$10,898,724
Interest on participant loans2022-12-31$11,889
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$632,263
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$550,334
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,745,608
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$532,180
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$878,992
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31Yes
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31WITHUMSMITH & BROWN PC
Accountancy firm EIN2022-12-31222027092
2021 : THE ARC OF UNION COUNTY, INC. RETIREMENT 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$2,382,227
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$554,867
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$449,727
Expenses. Certain deemed distributions of participant loans2021-12-31$17,749
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,138,536
Value of total assets at end of year2021-12-31$11,690,220
Value of total assets at beginning of year2021-12-31$9,862,860
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$87,391
Total interest from all sources2021-12-31$12,287
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$6,211
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31Yes
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$548,410
Participant contributions at end of year2021-12-31$241,162
Participant contributions at beginning of year2021-12-31$240,263
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$38,838
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$1,827,360
Value of net assets at end of year (total assets less liabilities)2021-12-31$11,690,220
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$9,862,860
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
Investment advisory and management fees2021-12-31$81,180
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$10,898,724
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$9,103,027
Interest on participant loans2021-12-31$12,287
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$550,334
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$519,570
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,231,404
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$551,288
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$449,727
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31Yes
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31WITHUMSMITH & BROWN PC
Accountancy firm EIN2021-12-31222027092
2020 : THE ARC OF UNION COUNTY, INC. RETIREMENT 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$2,566,879
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$733,529
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$636,916
Expenses. Certain deemed distributions of participant loans2020-12-31$22,924
Value of total corrective distributions2020-12-31$5,810
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,270,742
Value of total assets at end of year2020-12-31$9,862,860
Value of total assets at beginning of year2020-12-31$8,029,510
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$67,879
Total interest from all sources2020-12-31$12,358
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$3,390
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31Yes
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$534,022
Participant contributions at end of year2020-12-31$240,263
Participant contributions at beginning of year2020-12-31$185,176
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$206,215
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,833,350
Value of net assets at end of year (total assets less liabilities)2020-12-31$9,862,860
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$8,029,510
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
Investment advisory and management fees2020-12-31$64,489
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$9,103,027
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$7,546,755
Interest on participant loans2020-12-31$12,358
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$519,570
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$297,579
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,283,779
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$530,505
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$636,916
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31Yes
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 name2020-12-31WITHUMSMITH & BROWN PC
Accountancy firm EIN2020-12-31222027092
2019 : THE ARC OF UNION COUNTY, INC. RETIREMENT 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$2,181,036
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$335,790
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$262,370
Expenses. Certain deemed distributions of participant loans2019-12-31$1,682
Value of total corrective distributions2019-12-31$13,673
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$870,313
Value of total assets at end of year2019-12-31$8,029,510
Value of total assets at beginning of year2019-12-31$6,184,264
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$58,065
Total interest from all sources2019-12-31$10,939
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$201,993
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$201,993
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$434,302
Participant contributions at end of year2019-12-31$185,176
Participant contributions at beginning of year2019-12-31$186,829
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$14,389
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$75,411
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$1,845,246
Value of net assets at end of year (total assets less liabilities)2019-12-31$8,029,510
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$6,184,264
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$7,546,755
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$5,692,565
Interest on participant loans2019-12-31$10,939
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$297,579
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$290,481
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,097,791
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$360,600
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$262,370
Contract administrator fees2019-12-31$58,065
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
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 name2019-12-31WITHUMSMITH & BROWN PC
Accountancy firm EIN2019-12-31222027092
2018 : THE ARC OF UNION COUNTY, INC. RETIREMENT 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$211,117
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$724,831
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$644,353
Expenses. Certain deemed distributions of participant loans2018-12-31$4,071
Value of total corrective distributions2018-12-31$21,686
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$410,858
Value of total assets at end of year2018-12-31$6,184,264
Value of total assets at beginning of year2018-12-31$6,697,978
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$54,721
Total interest from all sources2018-12-31$8,308
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$168,876
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$168,876
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$372,180
Participant contributions at end of year2018-12-31$186,829
Participant contributions at beginning of year2018-12-31$150,553
Participant contributions at end of year2018-12-31$14,389
Participant contributions at beginning of year2018-12-31$12,813
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$38,678
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-513,714
Value of net assets at end of year (total assets less liabilities)2018-12-31$6,184,264
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$6,697,978
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$5,692,565
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$6,269,788
Interest on participant loans2018-12-31$8,042
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$266
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$290,481
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$264,824
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-376,925
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$644,353
Contract administrator fees2018-12-31$54,721
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31Yes
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31WITHUMSMITH & BROWN PC
Accountancy firm EIN2018-12-31222027092
2017 : THE ARC OF UNION COUNTY, INC. RETIREMENT 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$1,359,723
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$983,707
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$837,228
Expenses. Certain deemed distributions of participant loans2017-12-31$44,731
Value of total corrective distributions2017-12-31$8,891
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$541,440
Value of total assets at end of year2017-12-31$6,697,978
Value of total assets at beginning of year2017-12-31$6,321,962
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$92,857
Total interest from all sources2017-12-31$7,555
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$150,727
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$150,727
Administrative expenses professional fees incurred2017-12-31$43,359
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$837,950
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$388,449
Participant contributions at end of year2017-12-31$150,553
Participant contributions at beginning of year2017-12-31$165,019
Participant contributions at end of year2017-12-31$12,813
Participant contributions at beginning of year2017-12-31$16,887
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$152,991
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$376,016
Value of net assets at end of year (total assets less liabilities)2017-12-31$6,697,978
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$6,321,962
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
Investment advisory and management fees2017-12-31$5,130
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$6,269,788
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$5,632,838
Interest on participant loans2017-12-31$7,340
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$215
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$264,824
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$507,218
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$660,001
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$837,228
Contract administrator fees2017-12-31$44,368
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31Yes
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31WITHUMSMITH & BROWN PC
Accountancy firm EIN2017-12-31222027092
2016 : THE ARC OF UNION COUNTY, INC. RETIREMENT 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$1,004,128
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$856,993
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$833,726
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$460,368
Value of total assets at end of year2016-12-31$6,321,962
Value of total assets at beginning of year2016-12-31$6,174,827
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$23,267
Total interest from all sources2016-12-31$7,578
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$90,267
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$90,267
Administrative expenses professional fees incurred2016-12-31$13,410
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$355,052
Participant contributions at end of year2016-12-31$165,019
Participant contributions at beginning of year2016-12-31$144,927
Participant contributions at end of year2016-12-31$16,887
Participant contributions at beginning of year2016-12-31$13,541
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$105,316
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$147,135
Value of net assets at end of year (total assets less liabilities)2016-12-31$6,321,962
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$6,174,827
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
Investment advisory and management fees2016-12-31$6,895
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$5,632,838
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$4,807,948
Income. Interest from loans (other than to participants)2016-12-31$7,578
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$507,218
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$1,208,411
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$445,915
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$833,726
Contract administrator fees2016-12-31$2,962
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31Yes
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31WITHUMSMITH & BROWN PC
Accountancy firm EIN2016-12-31222027092
2015 : THE ARC OF UNION COUNTY, INC. RETIREMENT 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$295,330
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$198,763
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$185,912
Expenses. Certain deemed distributions of participant loans2015-12-31$7,010
Value of total corrective distributions2015-12-31$197
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$354,537
Value of total assets at end of year2015-12-31$6,174,827
Value of total assets at beginning of year2015-12-31$6,078,260
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$5,644
Total interest from all sources2015-12-31$23,621
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$165,333
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$165,333
Administrative expenses professional fees incurred2015-12-31$4,000
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
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$354,537
Participant contributions at end of year2015-12-31$144,927
Participant contributions at beginning of year2015-12-31$200,164
Participant contributions at end of year2015-12-31$13,541
Participant contributions at beginning of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$96,567
Value of net assets at end of year (total assets less liabilities)2015-12-31$6,174,827
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$6,078,260
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$4,807,948
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$4,603,219
Interest on participant loans2015-12-31$6,913
Interest earned on other investments2015-12-31$16,708
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$1,208,411
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$1,274,877
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-248,161
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$185,912
Contract administrator fees2015-12-31$1,644
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 name2015-12-31WITHUM SMITH AND BROWN
Accountancy firm EIN2015-12-31222027092
2014 : THE ARC OF UNION COUNTY, INC. RETIREMENT 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$823,467
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,150,579
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,099,814
Expenses. Certain deemed distributions of participant loans2014-12-31$31,690
Value of total corrective distributions2014-12-31$8,796
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$569,234
Value of total assets at end of year2014-12-31$6,078,260
Value of total assets at beginning of year2014-12-31$6,405,372
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$10,279
Total interest from all sources2014-12-31$25,247
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$178,272
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$178,272
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 period2014-12-31Yes
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$424,950
Participant contributions at end of year2014-12-31$200,164
Participant contributions at beginning of year2014-12-31$268,848
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$144,284
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-327,112
Value of net assets at end of year (total assets less liabilities)2014-12-31$6,078,260
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$6,405,372
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$4,603,219
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$6,136,524
Interest on participant loans2014-12-31$10,251
Interest earned on other investments2014-12-31$14,996
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$1,274,877
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$50,714
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,099,814
Contract administrator fees2014-12-31$10,279
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31Yes
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 name2014-12-31WITHUMSMITH AND BROWN
Accountancy firm EIN2014-12-31222027092
2013 : THE ARC OF UNION COUNTY, INC. RETIREMENT 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$1,243,928
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,107,322
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,038,022
Expenses. Certain deemed distributions of participant loans2013-12-31$14,933
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$431,000
Value of total assets at end of year2013-12-31$6,405,372
Value of total assets at beginning of year2013-12-31$6,268,766
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$54,367
Total interest from all sources2013-12-31$15,039
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$196,354
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$196,354
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
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$416,606
Participant contributions at end of year2013-12-31$268,848
Participant contributions at beginning of year2013-12-31$381,094
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$14,394
Other income not declared elsewhere2013-12-31$20,611
Administrative expenses (other) incurred2013-12-31$54,367
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$136,606
Value of net assets at end of year (total assets less liabilities)2013-12-31$6,405,372
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$6,268,766
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$6,136,524
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$5,887,672
Interest on participant loans2013-12-31$15,039
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$580,924
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,038,022
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 name2013-12-31WITHUMSMITH&BROWN
Accountancy firm EIN2013-12-31222027092
2012 : THE ARC OF UNION COUNTY, INC. RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$1,031,049
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$731,363
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$718,523
Expenses. Certain deemed distributions of participant loans2012-12-31$5,014
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$415,474
Value of total assets at end of year2012-12-31$6,268,766
Value of total assets at beginning of year2012-12-31$5,969,080
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$7,826
Total interest from all sources2012-12-31$17,548
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$137,190
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$137,190
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
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$398,008
Participant contributions at end of year2012-12-31$381,094
Participant contributions at beginning of year2012-12-31$454,641
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$17,466
Other income not declared elsewhere2012-12-31$-113
Administrative expenses (other) incurred2012-12-31$7,826
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$299,686
Value of net assets at end of year (total assets less liabilities)2012-12-31$6,268,766
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$5,969,080
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$5,887,672
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$5,514,439
Interest on participant loans2012-12-31$17,548
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$460,950
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$718,523
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31WITHUMSMITH AND BROWN
Accountancy firm EIN2012-12-31222027092
2011 : THE ARC OF UNION COUNTY, INC. RETIREMENT 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$154,009
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$661,797
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$632,571
Expenses. Certain deemed distributions of participant loans2011-12-31$18,781
Value of total corrective distributions2011-12-31$107
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$383,862
Value of total assets at end of year2011-12-31$5,969,080
Value of total assets at beginning of year2011-12-31$6,476,868
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$10,338
Total interest from all sources2011-12-31$20,670
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$139,107
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$139,107
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
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$383,592
Participant contributions at end of year2011-12-31$454,641
Participant contributions at beginning of year2011-12-31$458,347
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$270
Administrative expenses (other) incurred2011-12-31$10,338
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-507,788
Value of net assets at end of year (total assets less liabilities)2011-12-31$5,969,080
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$6,476,868
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$5,514,439
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$6,018,521
Interest on participant loans2011-12-31$20,670
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-389,630
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$632,571
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 name2011-12-31WITHUM SMITH & BROWN
Accountancy firm EIN2011-12-31222027092
2010 : THE ARC OF UNION COUNTY, INC. RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$1,033,292
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$578,980
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$549,667
Expenses. Certain deemed distributions of participant loans2010-12-31$20,579
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$453,403
Value of total assets at end of year2010-12-31$6,476,868
Value of total assets at beginning of year2010-12-31$6,022,556
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$8,734
Total interest from all sources2010-12-31$20,637
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$128,441
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$128,441
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
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$384,795
Participant contributions at end of year2010-12-31$458,347
Participant contributions at beginning of year2010-12-31$390,688
Administrative expenses (other) incurred2010-12-31$8,734
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$454,312
Value of net assets at end of year (total assets less liabilities)2010-12-31$6,476,868
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$6,022,556
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$6,018,521
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$5,631,868
Interest on participant loans2010-12-31$20,637
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$430,811
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$68,608
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$549,667
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 name2010-12-31WITHUMSMITH AND BROWN
Accountancy firm EIN2010-12-31222027092
2009 : THE ARC OF UNION COUNTY, INC. RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for THE ARC OF UNION COUNTY, INC. RETIREMENT PLAN

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

Insurance Providers Used on plan

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-CP-JK6H
Policy instance 1
Insurance contract or identification numberGAP-CP-JK6H
Number of Individuals Covered828
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $1,480
Total amount of fees paid to insurance companyUSD $0
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
Commission paid to Insurance BrokerUSD $1,480
Insurance broker organization code?3
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-CP-JK6H
Policy instance 1
Insurance contract or identification numberGAP-CP-JK6H
Number of Individuals Covered899
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $1,374
Total amount of fees paid to insurance companyUSD $0
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
Commission paid to Insurance BrokerUSD $1,374
Insurance broker organization code?3
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-CP-JK6H
Policy instance 1
Insurance contract or identification numberGAP-CP-JK6H
Number of Individuals Covered876
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $1,045
Total amount of fees paid to insurance companyUSD $0
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
Commission paid to Insurance BrokerUSD $1,045
Insurance broker organization code?3
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-CP-JK6H
Policy instance 1
Insurance contract or identification numberGAP-CP-JK6H
Number of Individuals Covered783
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $742
Total amount of fees paid to insurance companyUSD $0
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
Commission paid to Insurance BrokerUSD $742
Insurance broker organization code?3
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-CP-JK6H
Policy instance 1
Insurance contract or identification numberGAP-CP-JK6H
Number of Individuals Covered601
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $701
Total amount of fees paid to insurance companyUSD $0
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
Commission paid to Insurance BrokerUSD $701
Insurance broker organization code?3
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-CP-JK6H
Policy instance 1
Insurance contract or identification numberGAP-CP-JK6H
Number of Individuals Covered626
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $64
Total amount of fees paid to insurance companyUSD $0
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
Commission paid to Insurance BrokerUSD $64
Insurance broker organization code?3
Insurance broker nameSECURIAN FINANCIAL SERVICES
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number86208A66
Policy instance 1
Insurance contract or identification number86208A66
Number of Individuals Covered445
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number86208A66
Policy instance 1
Insurance contract or identification number86208A66
Number of Individuals Covered474
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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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