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TWIN OAKS COMMUNITY SERVICES, INC. 403(B) PLAN 401k Plan overview

Plan NameTWIN OAKS COMMUNITY SERVICES, INC. 403(B) PLAN
Plan identification number 002

TWIN OAKS COMMUNITY SERVICES, INC. 403(B) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

OAKS INTEGRATED CARE has sponsored the creation of one or more 401k plans.

Company Name:OAKS INTEGRATED CARE
Employer identification number (EIN):237048397
NAIC Classification:621330
NAIC Description:Offices of Mental Health Practitioners (except Physicians)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TWIN OAKS COMMUNITY SERVICES, INC. 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01QINDI SHI
0022016-01-01QINDI SHI
0022015-01-01QINDI SHI
0022014-01-01QIN DI SHI
0022013-01-01QIN DI SHI
0022012-01-01QINDI SHI QINDI SHI2013-10-11

Plan Statistics for TWIN OAKS COMMUNITY SERVICES, INC. 403(B) PLAN

401k plan membership statisitcs for TWIN OAKS COMMUNITY SERVICES, INC. 403(B) PLAN

Measure Date Value
2022: TWIN OAKS COMMUNITY SERVICES, INC. 403(B) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,885
Total number of active participants reported on line 7a of the Form 55002022-01-011,202
Number of retired or separated participants receiving benefits2022-01-0130
Number of other retired or separated participants entitled to future benefits2022-01-01603
Total of all active and inactive participants2022-01-011,835
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-011,835
Number of participants with account balances2022-01-011,399
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-01121
2021: TWIN OAKS COMMUNITY SERVICES, INC. 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,767
Total number of active participants reported on line 7a of the Form 55002021-01-011,239
Number of retired or separated participants receiving benefits2021-01-0133
Number of other retired or separated participants entitled to future benefits2021-01-01613
Total of all active and inactive participants2021-01-011,885
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-011,885
Number of participants with account balances2021-01-011,463
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-01146
2020: TWIN OAKS COMMUNITY SERVICES, INC. 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,954
Total number of active participants reported on line 7a of the Form 55002020-01-011,311
Number of retired or separated participants receiving benefits2020-01-015
Number of other retired or separated participants entitled to future benefits2020-01-01260
Total of all active and inactive participants2020-01-011,576
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-011,576
Number of participants with account balances2020-01-011,504
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-01143
2019: TWIN OAKS COMMUNITY SERVICES, INC. 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,859
Total number of active participants reported on line 7a of the Form 55002019-01-011,422
Number of retired or separated participants receiving benefits2019-01-0151
Number of other retired or separated participants entitled to future benefits2019-01-01481
Total of all active and inactive participants2019-01-011,954
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-011,954
Number of participants with account balances2019-01-011,415
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-01201
2018: TWIN OAKS COMMUNITY SERVICES, INC. 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,730
Total number of active participants reported on line 7a of the Form 55002018-01-011,406
Number of retired or separated participants receiving benefits2018-01-0129
Number of other retired or separated participants entitled to future benefits2018-01-01424
Total of all active and inactive participants2018-01-011,859
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-011,859
Number of participants with account balances2018-01-011,297
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-01194
2017: TWIN OAKS COMMUNITY SERVICES, INC. 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,539
Total number of active participants reported on line 7a of the Form 55002017-01-011,574
Number of retired or separated participants receiving benefits2017-01-012
Number of other retired or separated participants entitled to future benefits2017-01-01147
Total of all active and inactive participants2017-01-011,723
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-011,723
Number of participants with account balances2017-01-011,339
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-01125
2016: TWIN OAKS COMMUNITY SERVICES, INC. 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,450
Total number of active participants reported on line 7a of the Form 55002016-01-011,338
Number of retired or separated participants receiving benefits2016-01-011
Number of other retired or separated participants entitled to future benefits2016-01-01200
Total of all active and inactive participants2016-01-011,539
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-011,539
Number of participants with account balances2016-01-011,101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-01128
2015: TWIN OAKS COMMUNITY SERVICES, INC. 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,416
Total number of active participants reported on line 7a of the Form 55002015-01-011,417
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0133
Total of all active and inactive participants2015-01-011,450
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-011,450
Number of participants with account balances2015-01-01816
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0179
2014: TWIN OAKS COMMUNITY SERVICES, INC. 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01911
Total number of active participants reported on line 7a of the Form 55002014-01-011,374
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0142
Total of all active and inactive participants2014-01-011,416
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-011,416
Number of participants with account balances2014-01-01661
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0131
2013: TWIN OAKS COMMUNITY SERVICES, INC. 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01751
Total number of active participants reported on line 7a of the Form 55002013-01-01736
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01175
Total of all active and inactive participants2013-01-01911
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01911
Number of participants with account balances2013-01-01473
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0115
2012: TWIN OAKS COMMUNITY SERVICES, INC. 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01377
Total number of active participants reported on line 7a of the Form 55002012-01-01581
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01170
Total of all active and inactive participants2012-01-01751
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01751
Number of participants with account balances2012-01-01374
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0132

Financial Data on TWIN OAKS COMMUNITY SERVICES, INC. 403(B) PLAN

Measure Date Value
2022 : TWIN OAKS COMMUNITY SERVICES, INC. 403(B) 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$1,483,157
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$4,325,082
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$4,099,350
Expenses. Certain deemed distributions of participant loans2022-12-31$176,051
Value of total corrective distributions2022-12-31$4,133
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$6,178,495
Value of total assets at end of year2022-12-31$34,437,894
Value of total assets at beginning of year2022-12-31$37,279,819
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$45,548
Total interest from all sources2022-12-31$140,056
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$865,429
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$865,429
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,249,331
Participant contributions at end of year2022-12-31$880,731
Participant contributions at beginning of year2022-12-31$913,861
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$119,172
Other income not declared elsewhere2022-12-31$23,572
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-2,841,925
Value of net assets at end of year (total assets less liabilities)2022-12-31$34,437,894
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$37,279,819
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$23,572
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$27,933,501
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$30,453,021
Interest on participant loans2022-12-31$44,323
Interest earned on other investments2022-12-31$95,733
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$5,623,662
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$5,912,937
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-5,724,395
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$4,809,992
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$4,099,350
Contract administrator fees2022-12-31$21,976
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 name2022-12-31BOWMAN & COMPANY
Accountancy firm EIN2022-12-31210658561
2021 : TWIN OAKS COMMUNITY SERVICES, INC. 403(B) 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$10,200,084
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$4,541,032
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$4,392,702
Expenses. Certain deemed distributions of participant loans2021-12-31$83,724
Value of total corrective distributions2021-12-31$6,268
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$7,677,778
Value of total assets at end of year2021-12-31$37,279,819
Value of total assets at beginning of year2021-12-31$31,620,767
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$58,338
Total interest from all sources2021-12-31$121,176
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,341,659
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$1,341,659
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,068,451
Participant contributions at end of year2021-12-31$913,861
Participant contributions at beginning of year2021-12-31$740,323
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$91,082
Other income not declared elsewhere2021-12-31$23,355
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$5,659,052
Value of net assets at end of year (total assets less liabilities)2021-12-31$37,279,819
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$31,620,767
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$23,355
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$30,453,021
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$25,537,547
Interest on participant loans2021-12-31$40,223
Interest earned on other investments2021-12-31$80,953
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$5,912,937
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$5,342,897
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,036,116
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$6,518,245
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$4,392,702
Contract administrator fees2021-12-31$34,983
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 name2021-12-31BOWMAN & COMPANY
Accountancy firm EIN2021-12-31210658561
2020 : TWIN OAKS COMMUNITY SERVICES, INC. 403(B) 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$8,341,803
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$3,662,527
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$3,469,150
Expenses. Certain deemed distributions of participant loans2020-12-31$145,950
Value of total corrective distributions2020-12-31$532
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$4,991,027
Value of total assets at end of year2020-12-31$31,620,767
Value of total assets at beginning of year2020-12-31$26,941,491
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$46,895
Total interest from all sources2020-12-31$131,847
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$536,591
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$536,591
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,000,336
Participant contributions at end of year2020-12-31$740,323
Participant contributions at beginning of year2020-12-31$746,489
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$140,266
Other income not declared elsewhere2020-12-31$18,903
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$4,679,276
Value of net assets at end of year (total assets less liabilities)2020-12-31$31,620,767
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$26,941,491
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$18,903
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$25,537,547
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$21,778,099
Interest on participant loans2020-12-31$43,548
Interest earned on other investments2020-12-31$88,299
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$5,342,897
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$4,416,903
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$2,663,435
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$3,850,425
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$3,469,150
Contract administrator fees2020-12-31$27,992
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 name2020-12-31BOWMAN & COMPANY
Accountancy firm EIN2020-12-31210658561
2019 : TWIN OAKS COMMUNITY SERVICES, INC. 403(B) 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$9,057,501
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$2,253,140
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,099,679
Expenses. Certain deemed distributions of participant loans2019-12-31$87,044
Value of total corrective distributions2019-12-31$2,150
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$5,653,119
Value of total assets at end of year2019-12-31$26,941,491
Value of total assets at beginning of year2019-12-31$20,137,130
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$64,267
Total interest from all sources2019-12-31$126,009
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$589,174
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$589,174
Administrative expenses professional fees incurred2019-12-31$16,314
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
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$825,951
Participant contributions at end of year2019-12-31$746,489
Participant contributions at beginning of year2019-12-31$482,120
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$65,114
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$6,804,361
Value of net assets at end of year (total assets less liabilities)2019-12-31$26,941,491
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$20,137,130
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$21,778,099
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$15,567,250
Interest on participant loans2019-12-31$32,517
Interest earned on other investments2019-12-31$93,492
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$4,416,903
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$4,087,760
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,689,199
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$4,762,054
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,099,679
Contract administrator fees2019-12-31$47,953
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 name2019-12-31BOWMAN & COMPANY
Accountancy firm EIN2019-12-31210658561
2018 : TWIN OAKS COMMUNITY SERVICES, INC. 403(B) 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$8,335,004
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,539,296
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,409,672
Expenses. Certain deemed distributions of participant loans2018-12-31$112,379
Value of total corrective distributions2018-12-31$389
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$9,273,685
Value of total assets at end of year2018-12-31$20,137,130
Value of total assets at beginning of year2018-12-31$13,341,422
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$16,856
Total interest from all sources2018-12-31$88,215
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$446,123
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$446,123
Administrative expenses professional fees incurred2018-12-31$7,196
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
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$754,500
Participant contributions at end of year2018-12-31$482,120
Participant contributions at beginning of year2018-12-31$332,205
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$3,366,600
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$6,795,708
Value of net assets at end of year (total assets less liabilities)2018-12-31$20,137,130
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$13,341,422
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$15,567,250
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$11,080,575
Interest on participant loans2018-12-31$21,564
Interest earned on other investments2018-12-31$66,651
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$4,087,760
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$1,928,642
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,473,019
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$5,152,585
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,409,672
Contract administrator fees2018-12-31$9,660
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 name2018-12-31BOWMAN & COMPANY
Accountancy firm EIN2018-12-31210658561
2017 : TWIN OAKS COMMUNITY SERVICES, INC. 403(B) 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$4,610,095
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,262,601
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,217,696
Expenses. Certain deemed distributions of participant loans2017-12-31$26,836
Value of total corrective distributions2017-12-31$1,096
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$3,291,556
Value of total assets at end of year2017-12-31$13,341,422
Value of total assets at beginning of year2017-12-31$9,993,928
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$16,973
Total interest from all sources2017-12-31$39,316
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$266,816
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$266,816
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
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$450,949
Participant contributions at end of year2017-12-31$332,205
Participant contributions at beginning of year2017-12-31$239,870
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$114,397
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$3,347,494
Value of net assets at end of year (total assets less liabilities)2017-12-31$13,341,422
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$9,993,928
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$11,080,575
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$8,523,315
Interest on participant loans2017-12-31$11,026
Interest earned on other investments2017-12-31$28,290
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$1,928,642
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$1,230,743
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,012,407
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$2,726,210
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,217,696
Contract administrator fees2017-12-31$16,973
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 name2017-12-31BOWMAN & COMPANY
Accountancy firm EIN2017-12-31210658561
2016 : TWIN OAKS COMMUNITY SERVICES, INC. 403(B) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$3,831,229
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$370,154
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$341,835
Expenses. Certain deemed distributions of participant loans2016-12-31$21,289
Value of total corrective distributions2016-12-31$630
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$3,311,685
Value of total assets at end of year2016-12-31$9,993,928
Value of total assets at beginning of year2016-12-31$6,532,853
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$6,400
Total interest from all sources2016-12-31$25,371
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$148,365
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$148,365
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
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$419,764
Participant contributions at end of year2016-12-31$239,870
Participant contributions at beginning of year2016-12-31$167,509
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$97,694
Other income not declared elsewhere2016-12-31$7,626
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$3,461,075
Value of net assets at end of year (total assets less liabilities)2016-12-31$9,993,928
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$6,532,853
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$8,523,315
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$5,421,197
Interest on participant loans2016-12-31$7,780
Interest earned on other investments2016-12-31$17,591
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$1,230,743
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$944,147
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$338,182
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$2,794,227
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$341,835
Contract administrator fees2016-12-31$6,400
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 name2016-12-31BOWMAN & COMPANY
Accountancy firm EIN2016-12-31210658561
2015 : TWIN OAKS COMMUNITY SERVICES, INC. 403(B) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$1,715,869
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$714,592
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$687,767
Expenses. Certain deemed distributions of participant loans2015-12-31$21,866
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,706,994
Value of total assets at end of year2015-12-31$6,532,853
Value of total assets at beginning of year2015-12-31$5,531,576
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$4,959
Total interest from all sources2015-12-31$21,521
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$137,321
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$137,321
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$326,584
Participant contributions at end of year2015-12-31$167,509
Participant contributions at beginning of year2015-12-31$99,040
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$15,544
Other income not declared elsewhere2015-12-31$3,139
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$1,001,277
Value of net assets at end of year (total assets less liabilities)2015-12-31$6,532,853
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$5,531,576
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$1,772
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$5,421,197
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$4,482,567
Interest on participant loans2015-12-31$5,424
Interest earned on other investments2015-12-31$16,097
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$944,147
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$949,969
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-153,106
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$1,364,866
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$687,767
Contract administrator fees2015-12-31$3,187
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 name2015-12-31BOWMAN & COMPANY
Accountancy firm EIN2015-12-31210658561
2014 : TWIN OAKS COMMUNITY SERVICES, INC. 403(B) 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$1,385,536
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$613,845
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$589,046
Expenses. Certain deemed distributions of participant loans2014-12-31$8,107
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,142,586
Value of total assets at end of year2014-12-31$5,531,576
Value of total assets at beginning of year2014-12-31$4,759,885
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$16,692
Total interest from all sources2014-12-31$16,091
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$107,577
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$107,577
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$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$251,695
Participant contributions at end of year2014-12-31$99,040
Participant contributions at beginning of year2014-12-31$1,100
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$39,306
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$771,691
Value of net assets at end of year (total assets less liabilities)2014-12-31$5,531,576
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$4,759,885
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
Investment advisory and management fees2014-12-31$3,442
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$4,482,567
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$3,921,654
Interest on participant loans2014-12-31$1,182
Interest earned on other investments2014-12-31$14,909
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$75,505
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$75,505
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$949,969
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$761,626
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$119,282
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$851,585
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$589,046
Contract administrator fees2014-12-31$13,250
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 name2014-12-31BOWMAN & COMPANY
Accountancy firm EIN2014-12-31210658561
2013 : TWIN OAKS COMMUNITY SERVICES, INC. 403(B) 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$62,639
Total income from all sources (including contributions)2013-12-31$1,544,117
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$684,766
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$646,005
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$976,210
Value of total assets at end of year2013-12-31$4,759,885
Value of total assets at beginning of year2013-12-31$3,963,173
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$38,761
Total interest from all sources2013-12-31$9,192
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$25,050
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$25,050
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$252,522
Participant contributions at end of year2013-12-31$1,100
Participant contributions at beginning of year2013-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$24,446
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$62,639
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$859,351
Value of net assets at end of year (total assets less liabilities)2013-12-31$4,759,885
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$3,900,534
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$12,901
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$3,921,654
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$3,569,651
Interest earned on other investments2013-12-31$9,192
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$75,505
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$67,027
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$67,027
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$761,626
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$326,495
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$533,665
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$699,242
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$646,005
Contract administrator fees2013-12-31$25,860
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 name2013-12-31BOWMAN & COMPANY
Accountancy firm EIN2013-12-31210658561
2012 : TWIN OAKS COMMUNITY SERVICES, INC. 403(B) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$62,639
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$64,405
Total income from all sources (including contributions)2012-12-31$1,044,958
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$795,319
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$775,908
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$689,674
Value of total assets at end of year2012-12-31$3,963,173
Value of total assets at beginning of year2012-12-31$3,715,300
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$19,411
Total interest from all sources2012-12-31$2,784
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$4,539
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$4,539
Was this plan covered by a fidelity bond2012-12-31No
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$211,913
Participant contributions at beginning of year2012-12-31$12,091
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$52,567
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$62,639
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$64,405
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$249,639
Value of net assets at end of year (total assets less liabilities)2012-12-31$3,900,534
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$3,650,895
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$3,569,651
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$3,566,524
Interest earned on other investments2012-12-31$2,783
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$67,027
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$65,821
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$65,821
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$1
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$326,495
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$347,961
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$425,194
Employer contributions (assets) at beginning of year2012-12-31$70,864
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$775,908
Contract administrator fees2012-12-31$19,411
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 name2012-12-31HOLMAN FRENIA ALLISON, PC
Accountancy firm EIN2012-12-31223480145

Form 5500 Responses for TWIN OAKS COMMUNITY SERVICES, INC. 403(B) PLAN

2022: TWIN OAKS COMMUNITY SERVICES, INC. 403(B) 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: TWIN OAKS COMMUNITY SERVICES, INC. 403(B) 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: TWIN OAKS COMMUNITY SERVICES, INC. 403(B) 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: TWIN OAKS COMMUNITY SERVICES, INC. 403(B) 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: TWIN OAKS COMMUNITY SERVICES, INC. 403(B) 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: TWIN OAKS COMMUNITY SERVICES, INC. 403(B) 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: TWIN OAKS COMMUNITY SERVICES, INC. 403(B) 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: TWIN OAKS COMMUNITY SERVICES, INC. 403(B) 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: TWIN OAKS COMMUNITY SERVICES, INC. 403(B) 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: TWIN OAKS COMMUNITY SERVICES, INC. 403(B) 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: TWIN OAKS COMMUNITY SERVICES, INC. 403(B) 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

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number893861+007
Policy instance 1
Insurance contract or identification number893861+007
Number of Individuals Covered1387
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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number893861+007
Policy instance 1
Insurance contract or identification number893861+007
Number of Individuals Covered1450
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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number893861+007
Policy instance 1
Insurance contract or identification number893861+007
Number of Individuals Covered1416
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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number893861+007
Policy instance 1
Insurance contract or identification number893861+007
Number of Individuals Covered1336
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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number893861+007
Policy instance 1
Insurance contract or identification number893861+007
Number of Individuals Covered1235
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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number893861+007
Policy instance 1
Insurance contract or identification number893861+007
Number of Individuals Covered1227
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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number893861+007
Policy instance 1
Insurance contract or identification number893861+007
Number of Individuals Covered740
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
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-B0-XH18
Policy instance 2
Insurance contract or identification numberGAP-B0-XH18
Number of Individuals Covered0
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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number893399007
Policy instance 1
Insurance contract or identification number893399007
Number of Individuals Covered618
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
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-B0-XH18
Policy instance 2
Insurance contract or identification numberGAP-B0-XH18
Number of Individuals Covered275
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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number893399007
Policy instance 1
Insurance contract or identification number893399007
Number of Individuals Covered356
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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number893399007
Policy instance 1
Insurance contract or identification number893399007
Number of Individuals Covered222
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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