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APM 403(B) PLAN 401k Plan overview

Plan NameAPM 403(B) PLAN
Plan identification number 002

APM 403(B) 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.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • 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

ASOCIACION PUERTORRIQUENOS EN MARCHA, INC. has sponsored the creation of one or more 401k plans.

Company Name:ASOCIACION PUERTORRIQUENOS EN MARCHA, INC.
Employer identification number (EIN):231930630
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Additional information about ASOCIACION PUERTORRIQUENOS EN MARCHA, INC.

Jurisdiction of Incorporation: Nevada Department of State
Incorporation Date: 1993-07-14
Company Identification Number: 19931062473

More information about ASOCIACION PUERTORRIQUENOS EN MARCHA, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan APM 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022021-07-01
0022021-07-01
0022020-07-01
0022019-07-01
0022018-07-01
0022017-07-01
0022016-07-01RASAK AZEEZ
0022015-07-01RASAK AZEEZ
0022014-07-01RASAK AZEEZ
0022013-07-01RASAK AZEEZ
0022012-07-01RASAK AZEEZ
0022011-07-01RASAK AZEEZ
0022009-07-01RASAK AZEEZ

Plan Statistics for APM 403(B) PLAN

401k plan membership statisitcs for APM 403(B) PLAN

Measure Date Value
2021: APM 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year2021-07-01593
Total number of active participants reported on line 7a of the Form 55002021-07-01230
Number of retired or separated participants receiving benefits2021-07-010
Number of other retired or separated participants entitled to future benefits2021-07-01406
Total of all active and inactive participants2021-07-01636
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-010
Total participants2021-07-01636
Number of participants with account balances2021-07-01636
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-0121
2020: APM 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year2020-07-01691
Total number of active participants reported on line 7a of the Form 55002020-07-01320
Number of retired or separated participants receiving benefits2020-07-010
Number of other retired or separated participants entitled to future benefits2020-07-01357
Total of all active and inactive participants2020-07-01677
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-013
Total participants2020-07-01680
Number of participants with account balances2020-07-01672
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-0136
2019: APM 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year2019-07-01677
Total number of active participants reported on line 7a of the Form 55002019-07-01345
Number of retired or separated participants receiving benefits2019-07-010
Number of other retired or separated participants entitled to future benefits2019-07-01345
Total of all active and inactive participants2019-07-01690
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-011
Total participants2019-07-01691
Number of participants with account balances2019-07-01682
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-0146
2018: APM 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-01607
Total number of active participants reported on line 7a of the Form 55002018-07-01677
Number of retired or separated participants receiving benefits2018-07-010
Number of other retired or separated participants entitled to future benefits2018-07-010
Total of all active and inactive participants2018-07-01677
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-010
Total participants2018-07-01677
Number of participants with account balances2018-07-01677
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-010
2017: APM 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-01563
Total number of active participants reported on line 7a of the Form 55002017-07-01607
Number of retired or separated participants receiving benefits2017-07-010
Number of other retired or separated participants entitled to future benefits2017-07-010
Total of all active and inactive participants2017-07-01607
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-010
Total participants2017-07-01607
Number of participants with account balances2017-07-01607
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-010
2016: APM 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-01350
Total number of active participants reported on line 7a of the Form 55002016-07-01552
Number of retired or separated participants receiving benefits2016-07-010
Number of other retired or separated participants entitled to future benefits2016-07-0111
Total of all active and inactive participants2016-07-01563
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-010
Total participants2016-07-01563
Number of participants with account balances2016-07-01563
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-010
2015: APM 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-01294
Total number of active participants reported on line 7a of the Form 55002015-07-01350
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-010
Total of all active and inactive participants2015-07-01350
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-010
Total participants2015-07-01350
Number of participants with account balances2015-07-01350
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-010
2014: APM 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-01380
Total number of active participants reported on line 7a of the Form 55002014-07-01294
Number of retired or separated participants receiving benefits2014-07-010
Number of other retired or separated participants entitled to future benefits2014-07-010
Total of all active and inactive participants2014-07-01294
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-010
Total participants2014-07-01294
Number of participants with account balances2014-07-01294
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-010
2013: APM 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-01288
Total number of active participants reported on line 7a of the Form 55002013-07-01203
Number of retired or separated participants receiving benefits2013-07-010
Number of other retired or separated participants entitled to future benefits2013-07-01177
Total of all active and inactive participants2013-07-01380
Total participants2013-07-01380
Number of participants with account balances2013-07-01338
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-0136
2012: APM 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-01215
Total number of active participants reported on line 7a of the Form 55002012-07-01170
Number of retired or separated participants receiving benefits2012-07-01118
Number of other retired or separated participants entitled to future benefits2012-07-010
Total of all active and inactive participants2012-07-01288
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-010
Total participants2012-07-01288
Number of participants with account balances2012-07-01238
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-017
2011: APM 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-01191
Total number of active participants reported on line 7a of the Form 55002011-07-01113
Number of retired or separated participants receiving benefits2011-07-01102
Number of other retired or separated participants entitled to future benefits2011-07-010
Total of all active and inactive participants2011-07-01215
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-010
Total participants2011-07-01215
Number of participants with account balances2011-07-01194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-0113
2009: APM 403(B) PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-01192
Total number of active participants reported on line 7a of the Form 55002009-07-01111
Number of other retired or separated participants entitled to future benefits2009-07-0167
Total of all active and inactive participants2009-07-01178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-010
Total participants2009-07-01178
Number of participants with account balances2009-07-0197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-010

Financial Data on APM 403(B) PLAN

Measure Date Value
2022 : APM 403(B) PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-06-30$0
Total unrealized appreciation/depreciation of assets2022-06-30$0
Total transfer of assets to this plan2022-06-30$81,695
Total transfer of assets from this plan2022-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total income from all sources (including contributions)2022-06-30$485,084
Total loss/gain on sale of assets2022-06-30$0
Total of all expenses incurred2022-06-30$154,635
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$148,695
Expenses. Certain deemed distributions of participant loans2022-06-30$0
Value of total corrective distributions2022-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$1,308,495
Value of total assets at end of year2022-06-30$6,872,655
Value of total assets at beginning of year2022-06-30$6,460,511
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$5,940
Total interest from all sources2022-06-30$6,352
Total dividends received (eg from common stock, registered investment company shares)2022-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2022-06-30$0
Assets. Real estate other than employer real property at end of year2022-06-30$0
Assets. Real estate other than employer real property at beginning of year2022-06-30$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2022-06-30$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2022-06-30$0
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$500,000
If this is an individual account plan, was there a blackout period2022-06-30No
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Contributions received from participants2022-06-30$365,553
Participant contributions at end of year2022-06-30$0
Participant contributions at beginning of year2022-06-30$0
Participant contributions at end of year2022-06-30$0
Participant contributions at beginning of year2022-06-30$0
Assets. Other investments not covered elsewhere at end of year2022-06-30$0
Assets. Other investments not covered elsewhere at beginning of year2022-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2022-06-30$431,009
Assets. Loans (other than to participants) at end of year2022-06-30$0
Assets. Loans (other than to participants) at beginning of year2022-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-06-30$3,273
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-06-30$5,430
Other income not declared elsewhere2022-06-30$0
Administrative expenses (other) incurred2022-06-30$5,940
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Income. Non cash contributions2022-06-30$0
Value of net income/loss2022-06-30$330,449
Value of net assets at end of year (total assets less liabilities)2022-06-30$6,872,655
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$6,460,511
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30No
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Assets. partnership/joint venture interests at end of year2022-06-30$0
Assets. partnership/joint venture interests at beginning of year2022-06-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-06-30$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-06-30$0
Value of interest in pooled separate accounts at end of year2022-06-30$5,622,782
Value of interest in pooled separate accounts at beginning of year2022-06-30$5,600,585
Interest on participant loans2022-06-30$0
Income. Interest from loans (other than to participants)2022-06-30$0
Interest earned on other investments2022-06-30$6,352
Income. Interest from US Government securities2022-06-30$0
Income. Interest from corporate debt instruments2022-06-30$0
Value of interest in master investment trust accounts at end of year2022-06-30$0
Value of interest in master investment trust accounts at beginning of year2022-06-30$0
Value of interest in common/collective trusts at end of year2022-06-30$0
Value of interest in common/collective trusts at beginning of year2022-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-06-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-06-30$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-06-30$0
Assets. Value of investments in 103.12 investment entities at end of year2022-06-30$0
Assets. Value of investments in 103.12 investment entities at beginning of year2022-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-06-30$1,249,873
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-06-30$859,926
Expenses. Payments to insurance carriers foe the provision of benefits2022-06-30$0
Asset value of US Government securities at end of year2022-06-30$0
Asset value of US Government securities at beginning of year2022-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-06-30$0
Net investment gain/loss from pooled separate accounts2022-06-30$-829,763
Net investment gain or loss from common/collective trusts2022-06-30$0
Net gain/loss from 103.12 investment entities2022-06-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30No
Was there a failure to transmit to the plan any participant contributions2022-06-30No
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Contributions received in cash from employer2022-06-30$511,933
Employer contributions (assets) at end of year2022-06-30$0
Employer contributions (assets) at beginning of year2022-06-30$0
Income. Dividends from preferred stock2022-06-30$0
Income. Dividends from common stock2022-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$148,695
Asset. Corporate debt instrument preferred debt at end of year2022-06-30$0
Asset. Corporate debt instrument preferred debt at beginning of year2022-06-30$0
Asset. Corporate debt instrument debt (other) at end of year2022-06-30$0
Asset. Corporate debt instrument debt (other) at beginning of year2022-06-30$0
Assets. Corporate common stocks other than exployer securities at end of year2022-06-30$0
Assets. Corporate common stocks other than exployer securities at beginning of year2022-06-30$0
Did the plan have assets held for investment2022-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-30No
Aggregate proceeds on sale of assets2022-06-30$0
Aggregate carrying amount (costs) on sale of assets2022-06-30$0
Opinion of an independent qualified public accountant for this plan2022-06-30Disclaimer
Accountancy firm name2022-06-30WITHUMSMITH BROWN PC
Accountancy firm EIN2022-06-30222027092
2021 : APM 403(B) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$5,430
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total income from all sources (including contributions)2021-06-30$2,449,886
Total loss/gain on sale of assets2021-06-30$0
Total of all expenses incurred2021-06-30$499,113
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$491,921
Expenses. Certain deemed distributions of participant loans2021-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$1,060,607
Value of total assets at end of year2021-06-30$7,424,487
Value of total assets at beginning of year2021-06-30$5,468,284
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$7,192
Total interest from all sources2021-06-30$948
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$500,000
If this is an individual account plan, was there a blackout period2021-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-06-30$0
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Contributions received from participants2021-06-30$386,886
Participant contributions at end of year2021-06-30$17,531
Participant contributions at beginning of year2021-06-30$44,011
Participant contributions at end of year2021-06-30$1,060
Participant contributions at beginning of year2021-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2021-06-30$266,285
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-06-30$5,430
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-06-30$0
Other income not declared elsewhere2021-06-30$0
Administrative expenses (other) incurred2021-06-30$7,192
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$1,950,773
Value of net assets at end of year (total assets less liabilities)2021-06-30$7,419,057
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$5,468,284
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-06-30$6,978,764
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-06-30$4,627,496
Interest on participant loans2021-06-30$948
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-06-30$397,157
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-06-30$555,391
Expenses. Payments to insurance carriers foe the provision of benefits2021-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-06-30$1,388,331
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30No
Was there a failure to transmit to the plan any participant contributions2021-06-30No
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Contributions received in cash from employer2021-06-30$407,436
Employer contributions (assets) at end of year2021-06-30$29,975
Employer contributions (assets) at beginning of year2021-06-30$241,386
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$491,921
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Opinion of an independent qualified public accountant for this plan2021-06-30Disclaimer
Accountancy firm name2021-06-30WITHUMSMITH BROWN PC
Accountancy firm EIN2021-06-30222027092
2020 : APM 403(B) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total income from all sources (including contributions)2020-06-30$1,098,072
Total loss/gain on sale of assets2020-06-30$0
Total of all expenses incurred2020-06-30$629,936
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$622,415
Expenses. Certain deemed distributions of participant loans2020-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$1,040,245
Value of total assets at end of year2020-06-30$5,468,284
Value of total assets at beginning of year2020-06-30$5,000,148
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$7,521
Total interest from all sources2020-06-30$14,399
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$500,000
If this is an individual account plan, was there a blackout period2020-06-30Yes
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Contributions received from participants2020-06-30$342,003
Participant contributions at end of year2020-06-30$44,011
Participant contributions at beginning of year2020-06-30$77,482
Participant contributions at end of year2020-06-30$0
Participant contributions at beginning of year2020-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2020-06-30$58,520
Other income not declared elsewhere2020-06-30$0
Administrative expenses (other) incurred2020-06-30$7,521
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$468,136
Value of net assets at end of year (total assets less liabilities)2020-06-30$5,468,284
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$5,000,148
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-06-30$4,627,496
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$3,610,069
Interest on participant loans2020-06-30$2,423
Interest earned on other investments2020-06-30$11,976
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-06-30$555,391
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-06-30$1,024,183
Expenses. Payments to insurance carriers foe the provision of benefits2020-06-30$0
Net investment gain/loss from pooled separate accounts2020-06-30$43,428
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30No
Was there a failure to transmit to the plan any participant contributions2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Contributions received in cash from employer2020-06-30$639,722
Employer contributions (assets) at end of year2020-06-30$241,386
Employer contributions (assets) at beginning of year2020-06-30$288,414
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$622,415
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-06-30Yes
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30Yes
Opinion of an independent qualified public accountant for this plan2020-06-30Disclaimer
Accountancy firm name2020-06-30WITHUMSMITH BROWN PC
Accountancy firm EIN2020-06-30222027092
2019 : APM 403(B) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$29,366
Total income from all sources (including contributions)2019-06-30$1,060,404
Total loss/gain on sale of assets2019-06-30$0
Total of all expenses incurred2019-06-30$408,795
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$396,424
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$887,472
Value of total assets at end of year2019-06-30$5,000,148
Value of total assets at beginning of year2019-06-30$4,377,905
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$12,371
Total interest from all sources2019-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Administrative expenses professional fees incurred2019-06-30$12,371
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$500,000
If this is an individual account plan, was there a blackout period2019-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-06-30$0
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Contributions received from participants2019-06-30$240,500
Participant contributions at end of year2019-06-30$77,482
Participant contributions at beginning of year2019-06-30$79,238
Participant contributions at end of year2019-06-30$0
Participant contributions at beginning of year2019-06-30$9,000
Income. Received or receivable in cash from other sources (including rollovers)2019-06-30$48,646
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-06-30$29,366
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$651,609
Value of net assets at end of year (total assets less liabilities)2019-06-30$5,000,148
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$4,348,539
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-06-30$3,610,069
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$3,439,549
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-06-30$1,024,183
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-06-30$707,074
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-06-30$172,932
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30No
Was there a failure to transmit to the plan any participant contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Contributions received in cash from employer2019-06-30$598,326
Employer contributions (assets) at end of year2019-06-30$288,414
Employer contributions (assets) at beginning of year2019-06-30$143,044
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$396,424
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30Yes
Opinion of an independent qualified public accountant for this plan2019-06-30Disclaimer
Accountancy firm name2019-06-30WITHUMSMITH BROWN P.C.
Accountancy firm EIN2019-06-30222027092
2018 : APM 403(B) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$29,366
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total income from all sources (including contributions)2018-06-30$914,036
Total loss/gain on sale of assets2018-06-30$0
Total of all expenses incurred2018-06-30$251,016
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$243,240
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$696,154
Value of total assets at end of year2018-06-30$4,377,905
Value of total assets at beginning of year2018-06-30$3,685,519
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$7,776
Total interest from all sources2018-06-30$2,383
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Administrative expenses professional fees incurred2018-06-30$7,776
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$500,000
If this is an individual account plan, was there a blackout period2018-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-06-30$0
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Contributions received from participants2018-06-30$156,594
Participant contributions at end of year2018-06-30$79,238
Participant contributions at beginning of year2018-06-30$65,771
Participant contributions at end of year2018-06-30$9,000
Participant contributions at beginning of year2018-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-06-30$29,366
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$663,020
Value of net assets at end of year (total assets less liabilities)2018-06-30$4,348,539
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$3,685,519
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-06-30$3,439,549
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$2,866,868
Interest on participant loans2018-06-30$2,383
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-06-30$707,074
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-06-30$684,338
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-06-30$215,499
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30No
Was there a failure to transmit to the plan any participant contributions2018-06-30Yes
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Contributions received in cash from employer2018-06-30$539,560
Employer contributions (assets) at end of year2018-06-30$143,044
Employer contributions (assets) at beginning of year2018-06-30$68,542
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$243,240
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30Yes
Opinion of an independent qualified public accountant for this plan2018-06-30Disclaimer
Accountancy firm name2018-06-30WITHUMSMITH BROWN P.C.
Accountancy firm EIN2018-06-30222027092
2017 : APM 403(B) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total income from all sources (including contributions)2017-06-30$1,069,785
Total loss/gain on sale of assets2017-06-30$0
Total of all expenses incurred2017-06-30$257,193
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$243,428
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$764,010
Value of total assets at end of year2017-06-30$3,685,519
Value of total assets at beginning of year2017-06-30$2,872,927
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$13,765
Total interest from all sources2017-06-30$1,086
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Administrative expenses professional fees incurred2017-06-30$13,765
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$500,000
If this is an individual account plan, was there a blackout period2017-06-30No
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Contributions received from participants2017-06-30$190,494
Participant contributions at end of year2017-06-30$65,771
Participant contributions at beginning of year2017-06-30$54,776
Participant contributions at end of year2017-06-30$0
Participant contributions at beginning of year2017-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2017-06-30$15,424
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$812,592
Value of net assets at end of year (total assets less liabilities)2017-06-30$3,685,519
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$2,872,927
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-06-30$2,866,868
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$2,095,046
Interest on participant loans2017-06-30$1,086
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-06-30$684,338
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-06-30$621,172
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-06-30$304,689
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30No
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$558,092
Employer contributions (assets) at end of year2017-06-30$68,542
Employer contributions (assets) at beginning of year2017-06-30$101,933
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$243,428
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30Yes
Opinion of an independent qualified public accountant for this plan2017-06-30Disclaimer
Accountancy firm name2017-06-30WITHUMSMITH BROWN P.C.
Accountancy firm EIN2017-06-30222027092
2016 : APM 403(B) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total income from all sources (including contributions)2016-06-30$613,543
Total loss/gain on sale of assets2016-06-30$0
Total of all expenses incurred2016-06-30$409,132
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$401,669
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$639,048
Value of total assets at end of year2016-06-30$2,872,927
Value of total assets at beginning of year2016-06-30$2,668,516
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$7,463
Total interest from all sources2016-06-30$14,499
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Administrative expenses professional fees incurred2016-06-30$7,463
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$500,000
If this is an individual account plan, was there a blackout period2016-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-06-30$0
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Contributions received from participants2016-06-30$141,788
Participant contributions at end of year2016-06-30$54,776
Participant contributions at beginning of year2016-06-30$29,404
Participant contributions at end of year2016-06-30$0
Participant contributions at beginning of year2016-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$204,411
Value of net assets at end of year (total assets less liabilities)2016-06-30$2,872,927
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$2,668,516
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$2,095,046
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$1,955,318
Interest on participant loans2016-06-30$1,078
Interest earned on other investments2016-06-30$13,421
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-06-30$621,172
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-06-30$579,175
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-06-30$-40,004
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30No
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$497,260
Employer contributions (assets) at end of year2016-06-30$101,933
Employer contributions (assets) at beginning of year2016-06-30$104,619
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$401,669
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30Yes
Opinion of an independent qualified public accountant for this plan2016-06-30Disclaimer
Accountancy firm name2016-06-30WITHUMSMITH BROWN P.C.
Accountancy firm EIN2016-06-30222027092
2015 : APM 403(B) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total income from all sources (including contributions)2015-06-30$607,116
Total loss/gain on sale of assets2015-06-30$0
Total of all expenses incurred2015-06-30$229,373
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$223,022
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$551,729
Value of total assets at end of year2015-06-30$2,668,516
Value of total assets at beginning of year2015-06-30$2,290,773
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$6,351
Total interest from all sources2015-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Administrative expenses professional fees incurred2015-06-30$6,351
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$500,000
If this is an individual account plan, was there a blackout period2015-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-06-30$0
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Contributions received from participants2015-06-30$118,052
Participant contributions at end of year2015-06-30$29,404
Participant contributions at beginning of year2015-06-30$52,068
Participant contributions at end of year2015-06-30$0
Participant contributions at beginning of year2015-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$377,743
Value of net assets at end of year (total assets less liabilities)2015-06-30$2,668,516
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$2,290,773
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-06-30$1,955,318
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$1,611,389
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-06-30$579,175
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-06-30$514,228
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-06-30$55,387
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30No
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$433,677
Employer contributions (assets) at end of year2015-06-30$104,619
Employer contributions (assets) at beginning of year2015-06-30$113,088
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$223,022
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30Yes
Opinion of an independent qualified public accountant for this plan2015-06-30Disclaimer
Accountancy firm name2015-06-30WITHUMSMITH BROWN P.C.
Accountancy firm EIN2015-06-30222027092
2014 : APM 403(B) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total income from all sources (including contributions)2014-06-30$674,489
Total loss/gain on sale of assets2014-06-30$0
Total of all expenses incurred2014-06-30$287,462
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$271,665
Expenses. Certain deemed distributions of participant loans2014-06-30$10,097
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$444,773
Value of total assets at end of year2014-06-30$2,290,773
Value of total assets at beginning of year2014-06-30$1,903,746
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$5,700
Total interest from all sources2014-06-30$14,787
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$500,000
If this is an individual account plan, was there a blackout period2014-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-06-30$0
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Contributions received from participants2014-06-30$108,784
Participant contributions at end of year2014-06-30$52,068
Participant contributions at beginning of year2014-06-30$67,488
Participant contributions at end of year2014-06-30$0
Participant contributions at beginning of year2014-06-30$223
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$387,027
Value of net assets at end of year (total assets less liabilities)2014-06-30$2,290,773
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$1,903,746
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-06-30$1,611,389
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$1,262,250
Interest on participant loans2014-06-30$2,471
Interest earned on other investments2014-06-30$12,316
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-06-30$514,228
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-06-30$480,954
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-06-30$214,929
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30No
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Contributions received in cash from employer2014-06-30$335,989
Employer contributions (assets) at end of year2014-06-30$113,088
Employer contributions (assets) at beginning of year2014-06-30$92,831
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$271,665
Contract administrator fees2014-06-30$5,700
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30Yes
Opinion of an independent qualified public accountant for this plan2014-06-30Disclaimer
Accountancy firm name2014-06-30WITHUMSMITH BROWN P.C.
Accountancy firm EIN2014-06-30222027092
2013 : APM 403(B) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total income from all sources (including contributions)2013-06-30$435,705
Total loss/gain on sale of assets2013-06-30$0
Total of all expenses incurred2013-06-30$62,071
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$33,959
Expenses. Certain deemed distributions of participant loans2013-06-30$23,369
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$304,153
Value of total assets at end of year2013-06-30$1,903,746
Value of total assets at beginning of year2013-06-30$1,530,112
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$4,743
Total interest from all sources2013-06-30$17,306
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$500,000
If this is an individual account plan, was there a blackout period2013-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-06-30$0
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Contributions received from participants2013-06-30$81,871
Participant contributions at end of year2013-06-30$67,488
Participant contributions at beginning of year2013-06-30$85,977
Participant contributions at end of year2013-06-30$223
Participant contributions at beginning of year2013-06-30$811
Income. Received or receivable in cash from other sources (including rollovers)2013-06-30$769
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$373,634
Value of net assets at end of year (total assets less liabilities)2013-06-30$1,903,746
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$1,530,112
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Investment advisory and management fees2013-06-30$780
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-06-30$1,262,250
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-06-30$944,150
Interest on participant loans2013-06-30$3,940
Interest earned on other investments2013-06-30$13,366
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-06-30$480,954
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-06-30$457,855
Net gain/loss from 103.12 investment entities2013-06-30$114,246
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30No
Was there a failure to transmit to the plan any participant contributions2013-06-30Yes
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$221,513
Employer contributions (assets) at end of year2013-06-30$92,831
Employer contributions (assets) at beginning of year2013-06-30$41,319
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$33,959
Contract administrator fees2013-06-30$3,963
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30Yes
Opinion of an independent qualified public accountant for this plan2013-06-30Disclaimer
Accountancy firm name2013-06-30WITHUMSMITH BROWN P.C.
Accountancy firm EIN2013-06-30222027092
2012 : APM 403(B) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total income from all sources (including contributions)2012-06-30$282,211
Total loss/gain on sale of assets2012-06-30$0
Total of all expenses incurred2012-06-30$156,850
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$138,021
Expenses. Certain deemed distributions of participant loans2012-06-30$13,929
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$280,049
Value of total assets at end of year2012-06-30$1,530,112
Value of total assets at beginning of year2012-06-30$1,404,751
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$4,900
Total interest from all sources2012-06-30$13,036
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$500,000
If this is an individual account plan, was there a blackout period2012-06-30No
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Contributions received from participants2012-06-30$82,826
Participant contributions at end of year2012-06-30$85,977
Participant contributions at beginning of year2012-06-30$40,993
Participant contributions at end of year2012-06-30$811
Participant contributions at beginning of year2012-06-30$832
Other income not declared elsewhere2012-06-30$0
Administrative expenses (other) incurred2012-06-30$586
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$125,361
Value of net assets at end of year (total assets less liabilities)2012-06-30$1,530,112
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$1,404,751
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Investment advisory and management fees2012-06-30$4,314
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-06-30$944,150
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-06-30$831,107
Interest on participant loans2012-06-30$870
Interest earned on other investments2012-06-30$12,166
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-06-30$457,855
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-06-30$340,854
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-06-30$-10,874
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30No
Was there a failure to transmit to the plan any participant contributions2012-06-30Yes
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$197,223
Employer contributions (assets) at end of year2012-06-30$41,319
Employer contributions (assets) at beginning of year2012-06-30$190,965
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$138,021
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30Yes
Opinion of an independent qualified public accountant for this plan2012-06-30Disclaimer
Accountancy firm name2012-06-30WITHUMSMITH BROWN P.C.
Accountancy firm EIN2012-06-30222027092
2011 : APM 403(B) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total income from all sources (including contributions)2011-06-30$426,093
Total loss/gain on sale of assets2011-06-30$0
Total of all expenses incurred2011-06-30$119,807
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$106,835
Expenses. Certain deemed distributions of participant loans2011-06-30$9,608
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$261,369
Value of total assets at end of year2011-06-30$1,404,751
Value of total assets at beginning of year2011-06-30$1,098,465
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$3,364
Total interest from all sources2011-06-30$12,488
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$1,000,000
If this is an individual account plan, was there a blackout period2011-06-30No
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Contributions received from participants2011-06-30$78,832
Participant contributions at end of year2011-06-30$40,993
Participant contributions at beginning of year2011-06-30$17,989
Participant contributions at end of year2011-06-30$832
Participant contributions at beginning of year2011-06-30$3,249
Other income not declared elsewhere2011-06-30$1,496
Administrative expenses (other) incurred2011-06-30$90
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$306,286
Value of net assets at end of year (total assets less liabilities)2011-06-30$1,404,751
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$1,098,465
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Investment advisory and management fees2011-06-30$3,274
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-06-30$831,107
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-06-30$661,970
Interest on participant loans2011-06-30$1,736
Interest earned on other investments2011-06-30$10,752
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-06-30$340,854
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-06-30$325,820
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-06-30$150,740
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30No
Was there a failure to transmit to the plan any participant contributions2011-06-30Yes
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$182,537
Employer contributions (assets) at end of year2011-06-30$190,965
Employer contributions (assets) at beginning of year2011-06-30$89,437
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$106,835
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30Yes
Opinion of an independent qualified public accountant for this plan2011-06-30Disclaimer
Accountancy firm name2011-06-30WITHUMSMITH BROWN P.C.
Accountancy firm EIN2011-06-30222027092

Form 5500 Responses for APM 403(B) PLAN

2021: APM 403(B) PLAN 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Submission has been amendedNo
2021-07-01This submission is the final filingNo
2021-07-01This return/report is a short plan year return/report (less than 12 months)No
2021-07-01Plan is a collectively bargained planYes
2021-07-01Plan funding arrangement – InsuranceYes
2021-07-01Plan benefit arrangement – InsuranceYes
2020: APM 403(B) PLAN 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Submission has been amendedNo
2020-07-01This submission is the final filingNo
2020-07-01This return/report is a short plan year return/report (less than 12 months)No
2020-07-01Plan is a collectively bargained planNo
2020-07-01Plan funding arrangement – InsuranceYes
2020-07-01Plan benefit arrangement – InsuranceYes
2019: APM 403(B) PLAN 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Submission has been amendedNo
2019-07-01This submission is the final filingNo
2019-07-01This return/report is a short plan year return/report (less than 12 months)No
2019-07-01Plan is a collectively bargained planNo
2019-07-01Plan funding arrangement – InsuranceYes
2019-07-01Plan benefit arrangement – InsuranceYes
2018: APM 403(B) PLAN 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Submission has been amendedNo
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planNo
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement – InsuranceYes
2018-07-01Plan benefit arrangement - TrustYes
2017: APM 403(B) PLAN 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Submission has been amendedNo
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planNo
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement – InsuranceYes
2017-07-01Plan benefit arrangement - TrustYes
2016: APM 403(B) PLAN 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement – InsuranceYes
2016-07-01Plan benefit arrangement - TrustYes
2015: APM 403(B) PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement – InsuranceYes
2015-07-01Plan benefit arrangement - TrustYes
2014: APM 403(B) PLAN 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement – InsuranceYes
2014-07-01Plan benefit arrangement - TrustYes
2013: APM 403(B) PLAN 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement – InsuranceYes
2013-07-01Plan benefit arrangement - TrustYes
2012: APM 403(B) PLAN 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement – InsuranceYes
2012-07-01Plan benefit arrangement - TrustYes
2011: APM 403(B) PLAN 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement – InsuranceYes
2011-07-01Plan benefit arrangement - TrustYes
2009: APM 403(B) PLAN 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedNo
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – InsuranceYes
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement – InsuranceYes
2009-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number061859G
Policy instance 1
Insurance contract or identification number061859G
Number of Individuals Covered636
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $10,041
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees10041
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number061859G
Policy instance 1
Insurance contract or identification number061859G
Number of Individuals Covered680
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $10,041
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees10041
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number061859G
Policy instance 1
Insurance contract or identification number061859G
Number of Individuals Covered691
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVFB084
Policy instance 1
Insurance contract or identification numberVFB084
Number of Individuals Covered677
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $15,999
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
Amount paid for insurance broker fees15974
Insurance broker organization code?3
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVFB084
Policy instance 1
Insurance contract or identification numberVFB084
Number of Individuals Covered606
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $16,038
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

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