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URBAN AFFAIRS COALITION 403(B) RETIREMENT PLAN 401k Plan overview

Plan NameURBAN AFFAIRS COALITION 403(B) RETIREMENT PLAN
Plan identification number 001

URBAN AFFAIRS COALITION 403(B) RETIREMENT PLAN Benefits

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

401k Sponsoring company profile

URBAN AFFAIRS COALITION has sponsored the creation of one or more 401k plans.

Company Name:URBAN AFFAIRS COALITION
Employer identification number (EIN):237046393
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Additional information about URBAN AFFAIRS COALITION

Jurisdiction of Incorporation: COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF STATE
Incorporation Date:
Company Identification Number: 279951

More information about URBAN AFFAIRS COALITION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan URBAN AFFAIRS COALITION 403(B) 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
0012017-01-01THOMAS LOVE
0012016-01-01THOMAS LOVE
0012015-01-01THOMAS LOVE
0012014-01-01THOMAS GREENWOOD
0012013-01-01THOMAS GREENWOOD
0012012-01-01KEITH DAVISTON KEITH DAVISTON2013-10-15
0012011-01-01KEITH DAVISTON KEITH DAVISTON2012-08-13
0012009-01-01KEITH DAVISTON KEITH DAVISTON2011-10-14
0012009-01-01KEITH DAVISTON KEITH DAVISTON2010-10-15

Plan Statistics for URBAN AFFAIRS COALITION 403(B) RETIREMENT PLAN

401k plan membership statisitcs for URBAN AFFAIRS COALITION 403(B) RETIREMENT PLAN

Measure Date Value
2022: URBAN AFFAIRS COALITION 403(B) RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01686
Total number of active participants reported on line 7a of the Form 55002022-01-01470
Number of retired or separated participants receiving benefits2022-01-011
Number of other retired or separated participants entitled to future benefits2022-01-0199
Total of all active and inactive participants2022-01-01570
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01571
Number of participants with account balances2022-01-01414
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: URBAN AFFAIRS COALITION 403(B) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01589
Total number of active participants reported on line 7a of the Form 55002021-01-01597
Number of retired or separated participants receiving benefits2021-01-011
Number of other retired or separated participants entitled to future benefits2021-01-0187
Total of all active and inactive participants2021-01-01685
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-01686
Number of participants with account balances2021-01-01417
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: URBAN AFFAIRS COALITION 403(B) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01580
Total number of active participants reported on line 7a of the Form 55002020-01-01512
Number of retired or separated participants receiving benefits2020-01-011
Number of other retired or separated participants entitled to future benefits2020-01-0174
Total of all active and inactive participants2020-01-01587
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-012
Total participants2020-01-01589
Number of participants with account balances2020-01-01413
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: URBAN AFFAIRS COALITION 403(B) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01489
Total number of active participants reported on line 7a of the Form 55002019-01-01489
Number of retired or separated participants receiving benefits2019-01-011
Number of other retired or separated participants entitled to future benefits2019-01-0189
Total of all active and inactive participants2019-01-01579
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01580
Number of participants with account balances2019-01-01443
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: URBAN AFFAIRS COALITION 403(B) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01419
Total number of active participants reported on line 7a of the Form 55002018-01-01411
Number of retired or separated participants receiving benefits2018-01-011
Number of other retired or separated participants entitled to future benefits2018-01-0177
Total of all active and inactive participants2018-01-01489
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01489
Number of participants with account balances2018-01-01256
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: URBAN AFFAIRS COALITION 403(B) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01481
Total number of active participants reported on line 7a of the Form 55002017-01-01358
Number of retired or separated participants receiving benefits2017-01-011
Number of other retired or separated participants entitled to future benefits2017-01-0160
Total of all active and inactive participants2017-01-01419
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01419
Number of participants with account balances2017-01-01209
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0160
2016: URBAN AFFAIRS COALITION 403(B) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01396
Total number of active participants reported on line 7a of the Form 55002016-01-01398
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0183
Total of all active and inactive participants2016-01-01481
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01481
Number of participants with account balances2016-01-01217
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: URBAN AFFAIRS COALITION 403(B) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01427
Total number of active participants reported on line 7a of the Form 55002015-01-01309
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0187
Total of all active and inactive participants2015-01-01396
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01396
Number of participants with account balances2015-01-01208
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: URBAN AFFAIRS COALITION 403(B) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01451
Total number of active participants reported on line 7a of the Form 55002014-01-01328
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0198
Total of all active and inactive participants2014-01-01426
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-01427
Number of participants with account balances2014-01-01237
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0117
2013: URBAN AFFAIRS COALITION 403(B) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01675
Total number of active participants reported on line 7a of the Form 55002013-01-01337
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01113
Total of all active and inactive participants2013-01-01450
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-01451
Number of participants with account balances2013-01-01258
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: URBAN AFFAIRS COALITION 403(B) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01754
Total number of active participants reported on line 7a of the Form 55002012-01-01322
Number of other retired or separated participants entitled to future benefits2012-01-01353
Total of all active and inactive participants2012-01-01675
Total participants2012-01-01675
Number of participants with account balances2012-01-01550
2011: URBAN AFFAIRS COALITION 403(B) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01774
Total number of active participants reported on line 7a of the Form 55002011-01-01408
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01406
Total of all active and inactive participants2011-01-01814
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01814
Number of participants with account balances2011-01-01594
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: URBAN AFFAIRS COALITION 403(B) RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01695
Total number of active participants reported on line 7a of the Form 55002009-01-01462
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01254
Total of all active and inactive participants2009-01-01716
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01716
Number of participants with account balances2009-01-01599
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on URBAN AFFAIRS COALITION 403(B) RETIREMENT PLAN

Measure Date Value
2022 : URBAN AFFAIRS COALITION 403(B) 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$60,642
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$887,970
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$811,952
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$960,450
Value of total assets at end of year2022-12-31$5,811,642
Value of total assets at beginning of year2022-12-31$6,638,970
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$76,018
Total interest from all sources2022-12-31$7,523
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$196,240
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$196,240
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 period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$774,660
Participant contributions at end of year2022-12-31$155,229
Participant contributions at beginning of year2022-12-31$158,566
Participant contributions at end of year2022-12-31$28,939
Participant contributions at beginning of year2022-12-31$32,696
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$23,154
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-827,328
Value of net assets at end of year (total assets less liabilities)2022-12-31$5,811,642
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$6,638,970
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$23,053
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$4,959,687
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$5,778,773
Interest on participant loans2022-12-31$7,523
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$505,151
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$525,389
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,103,571
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$162,636
Employer contributions (assets) at end of year2022-12-31$162,636
Employer contributions (assets) at beginning of year2022-12-31$143,546
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$811,952
Contract administrator fees2022-12-31$52,965
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 name2022-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2022-12-31410746749
2021 : URBAN AFFAIRS COALITION 403(B) 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$1,671,926
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$513,386
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$437,750
Value of total corrective distributions2021-12-31$7,972
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$848,288
Value of total assets at end of year2021-12-31$6,638,970
Value of total assets at beginning of year2021-12-31$5,480,430
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$67,664
Total interest from all sources2021-12-31$4,035
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$479,159
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$479,159
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 period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$700,448
Participant contributions at end of year2021-12-31$158,566
Participant contributions at beginning of year2021-12-31$83,936
Participant contributions at end of year2021-12-31$32,696
Participant contributions at beginning of year2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$4,294
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$1,158,540
Value of net assets at end of year (total assets less liabilities)2021-12-31$6,638,970
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$5,480,430
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$23,921
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$5,778,773
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$4,790,762
Interest on participant loans2021-12-31$4,035
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$525,389
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$475,515
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$340,444
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$143,546
Employer contributions (assets) at end of year2021-12-31$143,546
Employer contributions (assets) at beginning of year2021-12-31$130,217
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$437,750
Contract administrator fees2021-12-31$43,743
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 name2021-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2021-12-31410746749
2020 : URBAN AFFAIRS COALITION 403(B) 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$1,374,943
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$430,454
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$371,139
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$755,863
Value of total assets at end of year2020-12-31$5,480,430
Value of total assets at beginning of year2020-12-31$4,535,941
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$59,315
Total interest from all sources2020-12-31$5,043
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$169,466
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$169,466
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 period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$612,529
Participant contributions at end of year2020-12-31$83,936
Participant contributions at beginning of year2020-12-31$91,127
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$23,979
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$13,117
Administrative expenses (other) incurred2020-12-31$2,869
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$944,489
Value of net assets at end of year (total assets less liabilities)2020-12-31$5,480,430
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$4,535,941
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$31,100
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$4,790,762
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$3,889,886
Interest on participant loans2020-12-31$5,043
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$475,515
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$434,495
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$444,571
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$130,217
Employer contributions (assets) at end of year2020-12-31$130,217
Employer contributions (assets) at beginning of year2020-12-31$96,454
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$371,139
Contract administrator fees2020-12-31$25,346
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 name2020-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2020-12-31410746749
2019 : URBAN AFFAIRS COALITION 403(B) 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$1,358,689
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$447,512
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$400,918
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$599,093
Value of total assets at end of year2019-12-31$4,535,941
Value of total assets at beginning of year2019-12-31$3,624,764
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$46,594
Total interest from all sources2019-12-31$5,434
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$147,224
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$147,224
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$502,639
Participant contributions at end of year2019-12-31$91,127
Participant contributions at beginning of year2019-12-31$104,006
Participant contributions at end of year2019-12-31$23,979
Participant contributions at beginning of year2019-12-31$15,841
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$911,177
Value of net assets at end of year (total assets less liabilities)2019-12-31$4,535,941
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$3,624,764
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
Investment advisory and management fees2019-12-31$28,676
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$3,889,886
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$3,038,640
Interest on participant loans2019-12-31$5,434
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$434,495
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$405,525
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$606,938
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$96,454
Employer contributions (assets) at end of year2019-12-31$96,454
Employer contributions (assets) at beginning of year2019-12-31$60,752
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$400,918
Contract administrator fees2019-12-31$17,918
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 name2019-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2019-12-31410746749
2018 : URBAN AFFAIRS COALITION 403(B) 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$325,774
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$396,930
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$348,708
Value of total corrective distributions2018-12-31$9,997
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$546,177
Value of total assets at end of year2018-12-31$3,624,764
Value of total assets at beginning of year2018-12-31$3,695,920
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$38,225
Total interest from all sources2018-12-31$3,379
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$176,317
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$176,317
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$340,189
Participant contributions at end of year2018-12-31$104,006
Participant contributions at beginning of year2018-12-31$67,046
Participant contributions at end of year2018-12-31$15,841
Participant contributions at beginning of year2018-12-31$11,911
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$144,764
Administrative expenses (other) incurred2018-12-31$725
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-71,156
Value of net assets at end of year (total assets less liabilities)2018-12-31$3,624,764
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$3,695,920
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$26,182
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$3,038,640
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$3,150,189
Interest on participant loans2018-12-31$3,379
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$405,525
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$401,032
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-400,099
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$61,224
Employer contributions (assets) at end of year2018-12-31$60,752
Employer contributions (assets) at beginning of year2018-12-31$65,742
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$348,708
Contract administrator fees2018-12-31$11,318
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 name2018-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2018-12-31410746749
2017 : URBAN AFFAIRS COALITION 403(B) 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$819,879
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$237,740
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$201,801
Expenses. Certain deemed distributions of participant loans2017-12-31$516
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$368,852
Value of total assets at end of year2017-12-31$3,695,920
Value of total assets at beginning of year2017-12-31$3,113,781
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$35,423
Total interest from all sources2017-12-31$2,998
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$121,981
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$121,981
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$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$296,667
Participant contributions at end of year2017-12-31$67,046
Participant contributions at beginning of year2017-12-31$79,947
Participant contributions at end of year2017-12-31$11,911
Participant contributions at beginning of year2017-12-31$10,012
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$6,443
Administrative expenses (other) incurred2017-12-31$825
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$582,139
Value of net assets at end of year (total assets less liabilities)2017-12-31$3,695,920
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$3,113,781
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$23,145
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$3,150,189
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$2,586,772
Interest on participant loans2017-12-31$2,998
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$401,032
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$381,559
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$326,048
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$65,742
Employer contributions (assets) at end of year2017-12-31$65,742
Employer contributions (assets) at beginning of year2017-12-31$55,491
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$201,801
Contract administrator fees2017-12-31$11,453
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)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2017-12-31410746749
2016 : URBAN AFFAIRS COALITION 403(B) 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$574,243
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$263,597
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$232,720
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$312,765
Value of total assets at end of year2016-12-31$3,113,781
Value of total assets at beginning of year2016-12-31$2,803,135
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$30,877
Total interest from all sources2016-12-31$2,671
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$74,679
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$74,679
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$257,274
Participant contributions at end of year2016-12-31$79,947
Participant contributions at beginning of year2016-12-31$89,883
Participant contributions at end of year2016-12-31$10,012
Participant contributions at beginning of year2016-12-31$0
Other income not declared elsewhere2016-12-31$814
Administrative expenses (other) incurred2016-12-31$775
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$310,646
Value of net assets at end of year (total assets less liabilities)2016-12-31$3,113,781
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$2,803,135
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$19,353
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$2,586,772
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$2,289,853
Interest on participant loans2016-12-31$2,671
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$381,559
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$372,245
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$183,314
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$55,491
Employer contributions (assets) at end of year2016-12-31$55,491
Employer contributions (assets) at beginning of year2016-12-31$51,154
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$232,720
Contract administrator fees2016-12-31$10,749
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 name2016-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2016-12-31410746749
2015 : URBAN AFFAIRS COALITION 403(B) 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$348,614
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$767,104
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$734,930
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$306,585
Value of total assets at end of year2015-12-31$2,803,135
Value of total assets at beginning of year2015-12-31$3,221,625
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$32,174
Total interest from all sources2015-12-31$3,155
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$142,408
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$142,408
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 period2015-12-31Yes
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$255,431
Participant contributions at end of year2015-12-31$89,883
Participant contributions at beginning of year2015-12-31$101,423
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$11,010
Administrative expenses (other) incurred2015-12-31$916
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-418,490
Value of net assets at end of year (total assets less liabilities)2015-12-31$2,803,135
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$3,221,625
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
Investment advisory and management fees2015-12-31$18,993
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$2,289,853
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$2,682,313
Interest on participant loans2015-12-31$3,155
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$372,245
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$369,224
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-103,534
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$51,154
Employer contributions (assets) at end of year2015-12-31$51,154
Employer contributions (assets) at beginning of year2015-12-31$57,655
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$734,930
Contract administrator fees2015-12-31$12,265
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31Yes
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 name2015-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2015-12-31410746749
2014 : URBAN AFFAIRS COALITION 403(B) 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$593,605
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$542,594
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$509,446
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$345,419
Value of total assets at end of year2014-12-31$3,221,625
Value of total assets at beginning of year2014-12-31$3,170,614
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$33,148
Total interest from all sources2014-12-31$3,480
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$183,694
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$183,694
Administrative expenses professional fees incurred2014-12-31$12,573
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$3,500,000
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$287,383
Participant contributions at end of year2014-12-31$101,423
Participant contributions at beginning of year2014-12-31$100,159
Participant contributions at end of year2014-12-31$11,010
Participant contributions at beginning of year2014-12-31$10,893
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$381
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$51,011
Value of net assets at end of year (total assets less liabilities)2014-12-31$3,221,625
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$3,170,614
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$2,682,313
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$2,586,475
Interest on participant loans2014-12-31$3,480
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$369,224
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$417,905
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$61,012
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$57,655
Employer contributions (assets) at end of year2014-12-31$57,655
Employer contributions (assets) at beginning of year2014-12-31$55,182
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$509,446
Contract administrator fees2014-12-31$20,575
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 name2014-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2014-12-31410746749
2013 : URBAN AFFAIRS COALITION 403(B) 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$908,317
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$882,354
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$828,708
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$327,386
Value of total assets at end of year2013-12-31$3,170,614
Value of total assets at beginning of year2013-12-31$3,144,651
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$53,646
Total interest from all sources2013-12-31$9,207
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$3,500,000
If this is an individual account plan, was there a blackout period2013-12-31Yes
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$272,682
Participant contributions at end of year2013-12-31$100,159
Participant contributions at beginning of year2013-12-31$108,549
Participant contributions at end of year2013-12-31$10,893
Participant contributions at beginning of year2013-12-31$12,145
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$1,177
Total non interest bearing cash at end of year2013-12-31$0
Total non interest bearing cash at beginning of year2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$25,963
Value of net assets at end of year (total assets less liabilities)2013-12-31$3,170,614
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$3,144,651
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
Investment advisory and management fees2013-12-31$23,605
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$2,586,475
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$2,770,318
Interest on participant loans2013-12-31$4,403
Interest earned on other investments2013-12-31$4,804
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$417,905
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$175,108
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$571,724
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$53,527
Employer contributions (assets) at end of year2013-12-31$55,182
Employer contributions (assets) at beginning of year2013-12-31$78,531
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$828,708
Contract administrator fees2013-12-31$30,041
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31Yes
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 name2013-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2013-12-31410746749
2012 : URBAN AFFAIRS COALITION 403(B) RETIREMENT PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$764,902
Total of all expenses incurred2012-12-31$725,031
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$659,734
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$420,962
Value of total assets at end of year2012-12-31$3,144,651
Value of total assets at beginning of year2012-12-31$3,104,780
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$65,297
Total interest from all sources2012-12-31$10,265
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$67,077
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$67,077
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$341,338
Participant contributions at end of year2012-12-31$108,549
Participant contributions at beginning of year2012-12-31$129,616
Participant contributions at end of year2012-12-31$12,145
Participant contributions at beginning of year2012-12-31$15,392
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$982
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$39,871
Value of net assets at end of year (total assets less liabilities)2012-12-31$3,144,651
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$3,104,780
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
Investment advisory and management fees2012-12-31$37,038
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$2,770,318
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$2,716,482
Interest on participant loans2012-12-31$4,578
Interest earned on other investments2012-12-31$5,687
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$175,108
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$151,438
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$266,598
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$78,642
Employer contributions (assets) at end of year2012-12-31$78,531
Employer contributions (assets) at beginning of year2012-12-31$91,852
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$659,734
Contract administrator fees2012-12-31$28,259
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 name2012-12-31CLIFTONLARSONALLEN
Accountancy firm EIN2012-12-31410746749
2011 : URBAN AFFAIRS COALITION 403(B) RETIREMENT PLAN 2011 401k financial data
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$410,961
Total of all expenses incurred2011-12-31$545,854
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$483,796
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$453,848
Value of total assets at end of year2011-12-31$3,104,780
Value of total assets at beginning of year2011-12-31$3,239,673
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$62,058
Total interest from all sources2011-12-31$6,400
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$80,405
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$80,405
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$358,421
Participant contributions at end of year2011-12-31$129,616
Participant contributions at beginning of year2011-12-31$183,516
Participant contributions at end of year2011-12-31$15,392
Participant contributions at beginning of year2011-12-31$29,710
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$3,575
Total non interest bearing cash at beginning of year2011-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-134,893
Value of net assets at end of year (total assets less liabilities)2011-12-31$3,104,780
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$3,239,673
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
Investment advisory and management fees2011-12-31$35,292
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$2,716,482
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$2,751,120
Interest on participant loans2011-12-31$6,400
Interest earned on other investments2011-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$151,438
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$163,617
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-129,692
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 contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$91,852
Employer contributions (assets) at end of year2011-12-31$91,852
Employer contributions (assets) at beginning of year2011-12-31$111,710
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$483,796
Contract administrator fees2011-12-31$26,766
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 name2011-12-31CLIFTONLARSONALLEN
Accountancy firm EIN2011-12-31410746749
2010 : URBAN AFFAIRS COALITION 403(B) 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$889,980
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$645,265
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$582,795
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$548,689
Value of total assets at end of year2010-12-31$3,239,673
Value of total assets at beginning of year2010-12-31$2,994,958
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$62,470
Total interest from all sources2010-12-31$7,303
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$34,643
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$34,643
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$435,822
Participant contributions at end of year2010-12-31$183,516
Participant contributions at beginning of year2010-12-31$107,516
Participant contributions at end of year2010-12-31$29,710
Participant contributions at beginning of year2010-12-31$50,410
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$1,157
Total non interest bearing cash at end of year2010-12-31$0
Total non interest bearing cash at beginning of year2010-12-31$1,550
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$244,715
Value of net assets at end of year (total assets less liabilities)2010-12-31$3,239,673
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$2,994,958
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
Investment advisory and management fees2010-12-31$36,612
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$2,751,120
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$2,534,286
Value of interest in pooled separate accounts at beginning of year2010-12-31$0
Interest on participant loans2010-12-31$7,303
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$163,617
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$140,764
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$299,345
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 contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$111,710
Employer contributions (assets) at end of year2010-12-31$111,710
Employer contributions (assets) at beginning of year2010-12-31$160,432
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$582,795
Contract administrator fees2010-12-31$25,858
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 name2010-12-31LARSON ALLEN
Accountancy firm EIN2010-12-31410746749

Form 5500 Responses for URBAN AFFAIRS COALITION 403(B) RETIREMENT PLAN

2022: URBAN AFFAIRS COALITION 403(B) 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: URBAN AFFAIRS COALITION 403(B) 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: URBAN AFFAIRS COALITION 403(B) 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: URBAN AFFAIRS COALITION 403(B) 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: URBAN AFFAIRS COALITION 403(B) 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: URBAN AFFAIRS COALITION 403(B) 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: URBAN AFFAIRS COALITION 403(B) 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: URBAN AFFAIRS COALITION 403(B) 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: URBAN AFFAIRS COALITION 403(B) 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: URBAN AFFAIRS COALITION 403(B) RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: URBAN AFFAIRS COALITION 403(B) RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: URBAN AFFAIRS COALITION 403(B) RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: URBAN AFFAIRS COALITION 403(B) RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number609312
Policy instance 1
Insurance contract or identification number609312
Number of Individuals Covered414
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number609312
Policy instance 1
Insurance contract or identification number609312
Number of Individuals Covered417
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number609312
Policy instance 1
Insurance contract or identification number609312
Number of Individuals Covered413
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number609312
Policy instance 1
Insurance contract or identification number609312
Number of Individuals Covered443
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number609312
Policy instance 1
Insurance contract or identification number609312
Number of Individuals Covered256
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number609312
Policy instance 1
Insurance contract or identification number609312
Number of Individuals Covered209
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number609312
Policy instance 1
Insurance contract or identification number609312
Number of Individuals Covered208
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
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number609312
Policy instance 1
Insurance contract or identification number609312
Number of Individuals Covered46
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
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number609312
Policy instance 2
Insurance contract or identification number609312
Number of Individuals Covered53
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number430-80026
Policy instance 1
Insurance contract or identification number430-80026
Number of Individuals Covered0
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number430-80026
Policy instance 1
Insurance contract or identification number430-80026
Number of Individuals Covered85
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $751
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $601
Insurance broker organization code?3
Insurance broker nameNFP-LINCOLN BENEFITS GROUP
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number430-80026
Policy instance 1
Insurance contract or identification number430-80026
Number of Individuals Covered92
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $685
Total amount of fees paid to insurance companyUSD $0
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number430-80026
Policy instance 1
Insurance contract or identification number430-80026
Number of Individuals Covered95
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $551
Total amount of fees paid to insurance companyUSD $138

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