401k Plan data: TUCSON URBAN LEAGUE 403(B) THRIFT PLAN plan

TUCSON URBAN LEAGUE 403(B) THRIFT PLAN 401k Plan overview

Plan Name	TUCSON URBAN LEAGUE 403(B) THRIFT PLAN
Plan identification number	051

TUCSON URBAN LEAGUE 403(B) THRIFT PLAN Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.

401k Sponsoring company profile

TUCSON URBAN LEAGUE, INC has sponsored the creation of one or more 401k plans.

Company Name: TUCSON URBAN LEAGUE, INC

Employer identification number (EIN): 237063141

NAIC Classification: 813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TUCSON URBAN LEAGUE 403(B) THRIFT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
051 2017-01-01
051 2016-01-01
051 2015-01-01
051 2014-01-01
051 2013-01-01 DEBORAH EMBRY
051 2012-01-01 PHIL LARRABEE
051 2011-01-01 PHIL LARRABEE

Plan Statistics for TUCSON URBAN LEAGUE 403(B) THRIFT PLAN

401k plan membership statisitcs for TUCSON URBAN LEAGUE 403(B) THRIFT PLAN

Measure Date Value
2017: TUCSON URBAN LEAGUE 403(B) THRIFT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 41
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 18
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 9
Total of all active and inactive participants 2017-01-01 27
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 27
Number of participants with account balances 2017-01-01 27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: TUCSON URBAN LEAGUE 403(B) THRIFT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 34
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 24
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 17
Total of all active and inactive participants 2016-01-01 41
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 41
Number of participants with account balances 2016-01-01 41
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 4
2015: TUCSON URBAN LEAGUE 403(B) THRIFT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 37
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 26
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 8
Total of all active and inactive participants 2015-01-01 34
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 34
Number of participants with account balances 2015-01-01 34
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 5
2014: TUCSON URBAN LEAGUE 403(B) THRIFT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 49
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 31
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 6
Total of all active and inactive participants 2014-01-01 37
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 37
Number of participants with account balances 2014-01-01 37
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 3
2013: TUCSON URBAN LEAGUE 403(B) THRIFT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 53
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 41
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 8
Total of all active and inactive participants 2013-01-01 49
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 49
Number of participants with account balances 2013-01-01 49
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 6
2012: TUCSON URBAN LEAGUE 403(B) THRIFT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 52
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 47
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 6
Total of all active and inactive participants 2012-01-01 53
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 53
Number of participants with account balances 2012-01-01 53
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 3
2011: TUCSON URBAN LEAGUE 403(B) THRIFT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 49
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 50
Number of other retired or separated participants entitled to future benefits 2011-01-01 2
Total of all active and inactive participants 2011-01-01 52
Total participants 2011-01-01 52
Number of participants with account balances 2011-01-01 52
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 6

Measure	Date	Value
2017: TUCSON URBAN LEAGUE 403(B) THRIFT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	41
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	18
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	9
Total of all active and inactive participants	2017-01-01	27
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	27
Number of participants with account balances	2017-01-01	27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: TUCSON URBAN LEAGUE 403(B) THRIFT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	34
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	24
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	17
Total of all active and inactive participants	2016-01-01	41
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	41
Number of participants with account balances	2016-01-01	41
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	4
2015: TUCSON URBAN LEAGUE 403(B) THRIFT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	37
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	26
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	8
Total of all active and inactive participants	2015-01-01	34
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	34
Number of participants with account balances	2015-01-01	34
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	5
2014: TUCSON URBAN LEAGUE 403(B) THRIFT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	49
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	31
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	6
Total of all active and inactive participants	2014-01-01	37
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	37
Number of participants with account balances	2014-01-01	37
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	3
2013: TUCSON URBAN LEAGUE 403(B) THRIFT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	53
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	41
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	8
Total of all active and inactive participants	2013-01-01	49
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	49
Number of participants with account balances	2013-01-01	49
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	6
2012: TUCSON URBAN LEAGUE 403(B) THRIFT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	52
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	47
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	6
Total of all active and inactive participants	2012-01-01	53
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	53
Number of participants with account balances	2012-01-01	53
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	3
2011: TUCSON URBAN LEAGUE 403(B) THRIFT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	49
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	50
Number of other retired or separated participants entitled to future benefits	2011-01-01	2
Total of all active and inactive participants	2011-01-01	52
Total participants	2011-01-01	52
Number of participants with account balances	2011-01-01	52
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	6

Financial Data on TUCSON URBAN LEAGUE 403(B) THRIFT PLAN

Measure	Date	Value
2017 : TUCSON URBAN LEAGUE 403(B) THRIFT PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$95,634
Expenses. Total of all expenses incurred	2017-12-31	$67,576
Benefits paid (including direct rollovers)	2017-12-31	$60,421
Total plan assets at end of year	2017-12-31	$491,571
Total plan assets at beginning of year	2017-12-31	$463,513
Total contributions received or receivable from participants	2017-12-31	$19,871
Expenses. Other expenses not covered elsewhere	2017-12-31	$7,155
Contributions received from other sources (not participants or employers)	2017-12-31	$20,000
Other income received	2017-12-31	$26,876
Net income (gross income less expenses)	2017-12-31	$28,058
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$491,571
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$463,513
Assets. Value of participant loans	2017-12-31	$14,867
Total contributions received or receivable from employer(s)	2017-12-31	$28,887
2016 : TUCSON URBAN LEAGUE 403(B) THRIFT PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$78,812
Expenses. Total of all expenses incurred	2016-12-31	$52,781
Benefits paid (including direct rollovers)	2016-12-31	$49,387
Total plan assets at end of year	2016-12-31	$463,513
Total plan assets at beginning of year	2016-12-31	$437,482
Total contributions received or receivable from participants	2016-12-31	$26,477
Expenses. Other expenses not covered elsewhere	2016-12-31	$3,394
Other income received	2016-12-31	$14,354
Net income (gross income less expenses)	2016-12-31	$26,031
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$463,513
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$437,482
Assets. Value of participant loans	2016-12-31	$12,243
Total contributions received or receivable from employer(s)	2016-12-31	$37,981
2015 : TUCSON URBAN LEAGUE 403(B) THRIFT PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$63,750
Expenses. Total of all expenses incurred	2015-12-31	$59,772
Benefits paid (including direct rollovers)	2015-12-31	$58,155
Total plan assets at end of year	2015-12-31	$437,482
Total plan assets at beginning of year	2015-12-31	$433,504
Total contributions received or receivable from participants	2015-12-31	$25,913
Expenses. Other expenses not covered elsewhere	2015-12-31	$1,617
Other income received	2015-12-31	$1,312
Net income (gross income less expenses)	2015-12-31	$3,978
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$437,482
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$433,504
Total contributions received or receivable from employer(s)	2015-12-31	$36,525
2014 : TUCSON URBAN LEAGUE 403(B) THRIFT PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$88,338
Expenses. Total of all expenses incurred	2014-12-31	$165,652
Total plan assets at end of year	2014-12-31	$433,504
Total plan assets at beginning of year	2014-12-31	$510,818
Total contributions received or receivable from participants	2014-12-31	$28,951
Expenses. Other expenses not covered elsewhere	2014-12-31	$165,652
Other income received	2014-12-31	$14,777
Net income (gross income less expenses)	2014-12-31	$-77,314
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$433,504
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$510,818
Total contributions received or receivable from employer(s)	2014-12-31	$44,610
2013 : TUCSON URBAN LEAGUE 403(B) THRIFT PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$119,772
Expenses. Total of all expenses incurred	2013-12-31	$50,256
Total plan assets at end of year	2013-12-31	$510,818
Total plan assets at beginning of year	2013-12-31	$441,302
Total contributions received or receivable from participants	2013-12-31	$32,055
Expenses. Other expenses not covered elsewhere	2013-12-31	$50,256
Other income received	2013-12-31	$35,029
Net income (gross income less expenses)	2013-12-31	$69,516
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$510,818
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$441,302
Total contributions received or receivable from employer(s)	2013-12-31	$52,688
2012 : TUCSON URBAN LEAGUE 403(B) THRIFT PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$124,053
Expenses. Total of all expenses incurred	2012-12-31	$39,229
Total plan assets at end of year	2012-12-31	$441,302
Total plan assets at beginning of year	2012-12-31	$356,478
Total contributions received or receivable from participants	2012-12-31	$38,670
Expenses. Other expenses not covered elsewhere	2012-12-31	$39,229
Other income received	2012-12-31	$22,181
Net income (gross income less expenses)	2012-12-31	$84,824
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$441,302
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$356,478
Total contributions received or receivable from employer(s)	2012-12-31	$63,202
2011 : TUCSON URBAN LEAGUE 403(B) THRIFT PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$98,669
Expenses. Total of all expenses incurred	2011-12-31	$113,420
Total plan assets at end of year	2011-12-31	$356,478
Total plan assets at beginning of year	2011-12-31	$371,229
Total contributions received or receivable from participants	2011-12-31	$39,093
Expenses. Other expenses not covered elsewhere	2011-12-31	$68,647
Other income received	2011-12-31	$3,967
Net income (gross income less expenses)	2011-12-31	$-14,751
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$356,478
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$371,229
Total contributions received or receivable from employer(s)	2011-12-31	$55,609
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$44,773
2010 : TUCSON URBAN LEAGUE 403(B) THRIFT PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$542,646
Expenses. Total of all expenses incurred	2010-12-31	$171,417
Total plan assets at end of year	2010-12-31	$371,229
Total contributions received or receivable from participants	2010-12-31	$510,046
Other income received	2010-12-31	$12,518
Net income (gross income less expenses)	2010-12-31	$371,229
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$371,229
Total contributions received or receivable from employer(s)	2010-12-31	$20,082
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$171,417

Form 5500 Responses for TUCSON URBAN LEAGUE 403(B) THRIFT PLAN

2017: TUCSON URBAN LEAGUE 403(B) THRIFT PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2016: TUCSON URBAN LEAGUE 403(B) THRIFT PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2015: TUCSON URBAN LEAGUE 403(B) THRIFT PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2014: TUCSON URBAN LEAGUE 403(B) THRIFT PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2013: TUCSON URBAN LEAGUE 403(B) THRIFT PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2012: TUCSON URBAN LEAGUE 403(B) THRIFT PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2011: TUCSON URBAN LEAGUE 403(B) THRIFT PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

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

Policy contract number

051230-H

Policy instance

Insurance contract or identification number	051230-H
Number of Individuals Covered	27
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $289
Contracts With Unallocated Funds Deposit Administration	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	289
Additional information about fees paid to insurance broker	PORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?	3
Insurance broker name	PHOENIX REGIONAL OFFICE

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Company Name:	TUCSON URBAN LEAGUE, INC
Employer identification number (EIN):	237063141
NAIC Classification:	813000
NAIC Description:	Religious, Grantmaking, Civic, Professional, and Similar Organizations