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KERN REGIONAL CENTER DEFINED BENEFIT RETIREMENT PL 401k Plan overview

Plan NameKERN REGIONAL CENTER DEFINED BENEFIT RETIREMENT PL
Plan identification number 003

KERN REGIONAL CENTER DEFINED BENEFIT RETIREMENT PL Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).

401k Sponsoring company profile

KERN REGIONAL CENTER has sponsored the creation of one or more 401k plans.

Company Name:KERN REGIONAL CENTER
Employer identification number (EIN):237115846
NAIC Classification:624100
NAIC Description: Individual and Family Services

Additional information about KERN REGIONAL CENTER

Jurisdiction of Incorporation: California Department of State
Incorporation Date:
Company Identification Number: C0639669

More information about KERN REGIONAL CENTER

Form 5500 Filing Information

Submission information for form 5500 for 401k plan KERN REGIONAL CENTER DEFINED BENEFIT RETIREMENT PL

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032021-07-01
0032020-07-01
0032019-07-01
0032018-07-01
0032017-07-01
0032016-07-01JON GUSMAN
0032015-07-01JON GUSMAN
0032014-07-01JON GUSMAN
0032013-07-01JON GUSMAN JON GUSMAN2015-04-10
0032012-07-01JON GUSMAN JON GUSMAN2014-04-15
0032011-07-01JON GUSMAN
0032010-07-01JON GUSMAN
0032009-07-01JERRY BOWMAN

Plan Statistics for KERN REGIONAL CENTER DEFINED BENEFIT RETIREMENT PL

401k plan membership statisitcs for KERN REGIONAL CENTER DEFINED BENEFIT RETIREMENT PL

Measure Date Value
2022: KERN REGIONAL CENTER DEFINED BENEFIT RETIREMENT PL 2022 401k membership
Market value of plan assets2022-06-3050,641,098
Acturial value of plan assets2022-06-3050,641,098
Funding target for retired participants and beneficiaries receiving payment2022-06-3031,636,089
Number of terminated vested participants2022-06-3091
Fundng target for terminated vested participants2022-06-304,529,277
Active participant vested funding target2022-06-3011,290,264
Number of active participants2022-06-30112
Total funding liabilities for active participants2022-06-3011,354,309
Total participant count2022-06-30278
Total funding target for all participants2022-06-3047,519,675
Balance at beginning of prior year after applicable adjustments2022-06-300
Prefunding balance at beginning of prior year after applicable adjustments2022-06-3015,733
Carryover balanced portion elected for use to offset prior years funding requirement2022-06-300
Prefunding balanced used to offset prior years funding requirement2022-06-300
Amount remaining of carryover balance2022-06-300
Amount remaining of prefunding balance2022-06-3015,733
Present value of excess contributions2022-06-30952,214
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-06-301,007,823
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-06-300
Reductions in caryover balances due to elections or deemed elections2022-06-300
Reductions in prefunding balances due to elections or deemed elections2022-06-300
Balance of carryovers at beginning of current year2022-06-300
Balance of prefunding at beginning of current year2022-06-3019,018
Total employer contributions2022-06-30989,550
Total employee contributions2022-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2022-06-300
Contributions made to avoid restrictions adjusted to valuation date2022-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-06-30959,814
Liquidity shortfalls end of Q12022-06-300
Liquidity shortfalls end of Q22022-06-300
Liquidity shortfalls end of Q32022-06-300
Liquidity shortfalls end of Q42022-06-300
Unpaid minimum required contributions for all prior years2022-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-06-300
Remaining amount of unpaid minimum required contributions2022-06-300
Minimum required contributions for current year target normal cost2022-06-30185,704
Net shortfall amortization installment of oustanding balance2022-06-300
Total funding amount beforereflecting carryover/prefunding balances2022-06-300
Carryover balance elected to use to offset funding requirement2022-06-300
Prefunding balance elected to use to offset funding requirement2022-06-300
Additional cash requirement2022-06-300
Contributions allocatedtoward minimum required contributions for current year2022-06-30959,814
Unpaid minimum required contributions for current year2022-06-300
Unpaid minimum required contributions for all years2022-06-300
2021: KERN REGIONAL CENTER DEFINED BENEFIT RETIREMENT PL 2021 401k membership
Total participants, beginning-of-year2021-07-01278
Total number of active participants reported on line 7a of the Form 55002021-07-0195
Number of retired or separated participants receiving benefits2021-07-0170
Number of other retired or separated participants entitled to future benefits2021-07-01103
Total of all active and inactive participants2021-07-01268
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-017
Total participants2021-07-01275
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-010
Market value of plan assets2021-06-3042,782,087
Acturial value of plan assets2021-06-3042,782,087
Funding target for retired participants and beneficiaries receiving payment2021-06-3030,934,404
Number of terminated vested participants2021-06-3087
Fundng target for terminated vested participants2021-06-304,334,103
Active participant vested funding target2021-06-3011,071,969
Number of active participants2021-06-30121
Total funding liabilities for active participants2021-06-3011,146,170
Total participant count2021-06-30280
Total funding target for all participants2021-06-3046,414,677
Balance at beginning of prior year after applicable adjustments2021-06-300
Prefunding balance at beginning of prior year after applicable adjustments2021-06-3014,896
Carryover balanced portion elected for use to offset prior years funding requirement2021-06-300
Prefunding balanced used to offset prior years funding requirement2021-06-300
Amount remaining of carryover balance2021-06-300
Amount remaining of prefunding balance2021-06-3014,896
Present value of excess contributions2021-06-303,986
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-06-304,212
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-06-300
Reductions in caryover balances due to elections or deemed elections2021-06-300
Reductions in prefunding balances due to elections or deemed elections2021-06-300
Balance of carryovers at beginning of current year2021-06-300
Balance of prefunding at beginning of current year2021-06-3015,733
Total employer contributions2021-06-301,519,194
Total employee contributions2021-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2021-06-300
Contributions made to avoid restrictions adjusted to valuation date2021-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-06-301,475,063
Liquidity shortfalls end of Q12021-06-300
Liquidity shortfalls end of Q22021-06-300
Liquidity shortfalls end of Q32021-06-300
Liquidity shortfalls end of Q42021-06-300
Unpaid minimum required contributions for all prior years2021-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-06-300
Remaining amount of unpaid minimum required contributions2021-06-300
Minimum required contributions for current year target normal cost2021-06-30180,320
Net shortfall amortization installment of oustanding balance2021-06-303,648,323
Waiver amortization installment2021-06-300
Total funding amount beforereflecting carryover/prefunding balances2021-06-30522,849
Carryover balance elected to use to offset funding requirement2021-06-300
Prefunding balance elected to use to offset funding requirement2021-06-300
Additional cash requirement2021-06-30522,849
Contributions allocatedtoward minimum required contributions for current year2021-06-301,475,063
Unpaid minimum required contributions for current year2021-06-300
Unpaid minimum required contributions for all years2021-06-300
2020: KERN REGIONAL CENTER DEFINED BENEFIT RETIREMENT PL 2020 401k membership
Total participants, beginning-of-year2020-07-01280
Total number of active participants reported on line 7a of the Form 55002020-07-01112
Number of retired or separated participants receiving benefits2020-07-0168
Number of other retired or separated participants entitled to future benefits2020-07-0191
Total of all active and inactive participants2020-07-01271
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-017
Total participants2020-07-01278
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-010
Market value of plan assets2020-06-3040,819,423
Acturial value of plan assets2020-06-3040,819,423
Funding target for retired participants and beneficiaries receiving payment2020-06-3031,571,723
Number of terminated vested participants2020-06-3082
Fundng target for terminated vested participants2020-06-304,274,395
Active participant vested funding target2020-06-3011,135,578
Number of active participants2020-06-30135
Total funding liabilities for active participants2020-06-3011,310,865
Total participant count2020-06-30289
Total funding target for all participants2020-06-3047,156,983
Balance at beginning of prior year after applicable adjustments2020-06-300
Prefunding balance at beginning of prior year after applicable adjustments2020-06-3013,818
Carryover balanced portion elected for use to offset prior years funding requirement2020-06-300
Prefunding balanced used to offset prior years funding requirement2020-06-300
Amount remaining of carryover balance2020-06-300
Amount remaining of prefunding balance2020-06-3013,818
Present value of excess contributions2020-06-303
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-06-303
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-06-300
Reductions in caryover balances due to elections or deemed elections2020-06-300
Reductions in prefunding balances due to elections or deemed elections2020-06-300
Balance of carryovers at beginning of current year2020-06-300
Balance of prefunding at beginning of current year2020-06-3014,896
Total employer contributions2020-06-302,121,548
Total employee contributions2020-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2020-06-300
Contributions made to avoid restrictions adjusted to valuation date2020-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-06-302,029,577
Liquidity shortfalls end of Q12020-06-300
Liquidity shortfalls end of Q22020-06-300
Liquidity shortfalls end of Q32020-06-300
Liquidity shortfalls end of Q42020-06-300
Unpaid minimum required contributions for all prior years2020-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-06-300
Remaining amount of unpaid minimum required contributions2020-06-300
Minimum required contributions for current year target normal cost2020-06-30179,469
Net shortfall amortization installment of oustanding balance2020-06-306,352,456
Waiver amortization installment2020-06-300
Total funding amount beforereflecting carryover/prefunding balances2020-06-302,025,591
Carryover balance elected to use to offset funding requirement2020-06-300
Prefunding balance elected to use to offset funding requirement2020-06-300
Additional cash requirement2020-06-302,025,591
Contributions allocatedtoward minimum required contributions for current year2020-06-302,029,577
Unpaid minimum required contributions for current year2020-06-300
Unpaid minimum required contributions for all years2020-06-300
2019: KERN REGIONAL CENTER DEFINED BENEFIT RETIREMENT PL 2019 401k membership
Total participants, beginning-of-year2019-07-01289
Total number of active participants reported on line 7a of the Form 55002019-07-01121
Number of retired or separated participants receiving benefits2019-07-0165
Number of other retired or separated participants entitled to future benefits2019-07-0187
Total of all active and inactive participants2019-07-01273
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-017
Total participants2019-07-01280
Number of participants with account balances2019-07-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-012
Market value of plan assets2019-06-3038,297,157
Acturial value of plan assets2019-06-3038,297,157
Funding target for retired participants and beneficiaries receiving payment2019-06-3027,219,279
Number of terminated vested participants2019-06-3083
Fundng target for terminated vested participants2019-06-306,301,534
Active participant vested funding target2019-06-3010,812,548
Number of active participants2019-06-30149
Total funding liabilities for active participants2019-06-3010,946,325
Total participant count2019-06-30298
Total funding target for all participants2019-06-3044,467,138
Balance at beginning of prior year after applicable adjustments2019-06-300
Prefunding balance at beginning of prior year after applicable adjustments2019-06-3012,948
Carryover balanced portion elected for use to offset prior years funding requirement2019-06-300
Prefunding balanced used to offset prior years funding requirement2019-06-300
Amount remaining of carryover balance2019-06-300
Amount remaining of prefunding balance2019-06-3012,948
Present value of excess contributions2019-06-304,957
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-06-305,257
Balance of carryovers at beginning of current year2019-06-300
Balance of prefunding at beginning of current year2019-06-3013,818
Total employer contributions2019-06-301,831,378
Total employee contributions2019-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2019-06-300
Contributions made to avoid restrictions adjusted to valuation date2019-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-06-301,773,549
Liquidity shortfalls end of Q12019-06-300
Liquidity shortfalls end of Q22019-06-300
Liquidity shortfalls end of Q32019-06-300
Liquidity shortfalls end of Q42019-06-300
Unpaid minimum required contributions for all prior years2019-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-06-300
Remaining amount of unpaid minimum required contributions2019-06-300
Minimum required contributions for current year target normal cost2019-06-30177,906
Net shortfall amortization installment of oustanding balance2019-06-306,183,799
Waiver amortization installment2019-06-300
Total funding amount beforereflecting carryover/prefunding balances2019-06-301,773,546
Carryover balance elected to use to offset funding requirement2019-06-300
Prefunding balance elected to use to offset funding requirement2019-06-300
Additional cash requirement2019-06-301,773,546
Contributions allocatedtoward minimum required contributions for current year2019-06-301,773,549
Unpaid minimum required contributions for current year2019-06-300
Unpaid minimum required contributions for all years2019-06-300
2018: KERN REGIONAL CENTER DEFINED BENEFIT RETIREMENT PL 2018 401k membership
Total participants, beginning-of-year2018-07-010
Total number of active participants reported on line 7a of the Form 55002018-07-010
Number of retired or separated participants receiving benefits2018-07-010
Number of other retired or separated participants entitled to future benefits2018-07-010
Total of all active and inactive participants2018-07-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-010
Total participants2018-07-010
Number of participants with account balances2018-07-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-010
Market value of plan assets2018-06-3035,110,125
Acturial value of plan assets2018-06-3035,110,125
Funding target for retired participants and beneficiaries receiving payment2018-06-3021,597,399
Number of terminated vested participants2018-06-3071
Fundng target for terminated vested participants2018-06-304,978,975
Active participant vested funding target2018-06-3013,537,095
Number of active participants2018-06-30136
Total funding liabilities for active participants2018-06-3013,625,188
Total participant count2018-06-30263
Total funding target for all participants2018-06-3040,201,562
Balance at beginning of prior year after applicable adjustments2018-06-300
Prefunding balance at beginning of prior year after applicable adjustments2018-06-30145,229
Carryover balanced portion elected for use to offset prior years funding requirement2018-06-300
Prefunding balanced used to offset prior years funding requirement2018-06-30145,229
Amount remaining of carryover balance2018-06-300
Amount remaining of prefunding balance2018-06-300
Present value of excess contributions2018-06-3011,782
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-06-3012,948
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-06-3012,948
Reductions in caryover balances due to elections or deemed elections2018-06-300
Reductions in prefunding balances due to elections or deemed elections2018-06-300
Balance of carryovers at beginning of current year2018-06-300
Balance of prefunding at beginning of current year2018-06-3012,948
Total employer contributions2018-06-302,322,100
Total employee contributions2018-06-30505,974
Contributions allocated toward unpaid minimum require contributions from prior years2018-06-300
Contributions made to avoid restrictions adjusted to valuation date2018-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-06-302,205,062
Liquidity shortfalls end of Q12018-06-300
Liquidity shortfalls end of Q22018-06-300
Liquidity shortfalls end of Q32018-06-300
Liquidity shortfalls end of Q42018-06-300
Unpaid minimum required contributions for all prior years2018-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-06-300
Remaining amount of unpaid minimum required contributions2018-06-300
Minimum required contributions for current year target normal cost2018-06-30951,574
Net shortfall amortization installment of oustanding balance2018-06-305,104,385
Waiver amortization installment2018-06-300
Total funding amount beforereflecting carryover/prefunding balances2018-06-302,200,105
Carryover balance elected to use to offset funding requirement2018-06-300
Prefunding balance elected to use to offset funding requirement2018-06-300
Additional cash requirement2018-06-302,200,105
Contributions allocatedtoward minimum required contributions for current year2018-06-302,205,062
Unpaid minimum required contributions for current year2018-06-300
Unpaid minimum required contributions for all years2018-06-300
2017: KERN REGIONAL CENTER DEFINED BENEFIT RETIREMENT PL 2017 401k membership
Total participants, beginning-of-year2017-07-01234
Total number of active participants reported on line 7a of the Form 55002017-07-01152
Number of retired or separated participants receiving benefits2017-07-0156
Number of other retired or separated participants entitled to future benefits2017-07-0184
Total of all active and inactive participants2017-07-01292
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-016
Total participants2017-07-01298
Number of participants with account balances2017-07-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-010
Market value of plan assets2017-06-3031,618,546
Acturial value of plan assets2017-06-3031,618,546
Funding target for retired participants and beneficiaries receiving payment2017-06-3020,187,384
Number of terminated vested participants2017-06-3064
Fundng target for terminated vested participants2017-06-305,150,779
Active participant vested funding target2017-06-3011,747,587
Number of active participants2017-06-30118
Total funding liabilities for active participants2017-06-3011,807,231
Total participant count2017-06-30234
Total funding target for all participants2017-06-3037,145,394
Balance at beginning of prior year after applicable adjustments2017-06-300
Prefunding balance at beginning of prior year after applicable adjustments2017-06-30130,742
Carryover balanced portion elected for use to offset prior years funding requirement2017-06-300
Prefunding balanced used to offset prior years funding requirement2017-06-300
Amount remaining of carryover balance2017-06-300
Amount remaining of prefunding balance2017-06-30130,742
Present value of excess contributions2017-06-3010,149
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-06-3010,800
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-06-3010,800
Reductions in caryover balances due to elections or deemed elections2017-06-300
Reductions in prefunding balances due to elections or deemed elections2017-06-300
Balance of carryovers at beginning of current year2017-06-300
Balance of prefunding at beginning of current year2017-06-30145,229
Total employer contributions2017-06-301,702,093
Total employee contributions2017-06-30461,896
Contributions allocated toward unpaid minimum require contributions from prior years2017-06-300
Contributions made to avoid restrictions adjusted to valuation date2017-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-06-301,618,654
Liquidity shortfalls end of Q12017-06-300
Liquidity shortfalls end of Q22017-06-300
Liquidity shortfalls end of Q32017-06-300
Liquidity shortfalls end of Q42017-06-300
Unpaid minimum required contributions for all prior years2017-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-06-300
Remaining amount of unpaid minimum required contributions2017-06-300
Minimum required contributions for current year target normal cost2017-06-30562,642
Net shortfall amortization installment of oustanding balance2017-06-305,672,077
Waiver amortization installment2017-06-300
Total funding amount beforereflecting carryover/prefunding balances2017-06-301,752,101
Carryover balance elected to use to offset funding requirement2017-06-300
Prefunding balance elected to use to offset funding requirement2017-06-30145,229
Additional cash requirement2017-06-301,606,872
Contributions allocatedtoward minimum required contributions for current year2017-06-301,618,654
Unpaid minimum required contributions for current year2017-06-300
Unpaid minimum required contributions for all years2017-06-300
2016: KERN REGIONAL CENTER DEFINED BENEFIT RETIREMENT PL 2016 401k membership
Total participants, beginning-of-year2016-07-01234
Total number of active participants reported on line 7a of the Form 55002016-07-01136
Number of retired or separated participants receiving benefits2016-07-0151
Number of other retired or separated participants entitled to future benefits2016-07-0171
Total of all active and inactive participants2016-07-01258
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-015
Total participants2016-07-01263
Number of participants with account balances2016-07-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-010
2015: KERN REGIONAL CENTER DEFINED BENEFIT RETIREMENT PL 2015 401k membership
Total participants, beginning-of-year2015-07-01232
Total number of active participants reported on line 7a of the Form 55002015-07-01118
Number of retired or separated participants receiving benefits2015-07-0149
Number of other retired or separated participants entitled to future benefits2015-07-0164
Total of all active and inactive participants2015-07-01231
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-013
Total participants2015-07-01234
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-011
2014: KERN REGIONAL CENTER DEFINED BENEFIT RETIREMENT PL 2014 401k membership
Total participants, beginning-of-year2014-07-01230
Total number of active participants reported on line 7a of the Form 55002014-07-01134
Number of retired or separated participants receiving benefits2014-07-0147
Number of other retired or separated participants entitled to future benefits2014-07-0148
Total of all active and inactive participants2014-07-01229
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-013
Total participants2014-07-01232
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-010
2013: KERN REGIONAL CENTER DEFINED BENEFIT RETIREMENT PL 2013 401k membership
Total participants, beginning-of-year2013-07-01219
Total number of active participants reported on line 7a of the Form 55002013-07-01146
Number of retired or separated participants receiving benefits2013-07-0145
Number of other retired or separated participants entitled to future benefits2013-07-0134
Total of all active and inactive participants2013-07-01225
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-015
Total participants2013-07-01230
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-010
2012: KERN REGIONAL CENTER DEFINED BENEFIT RETIREMENT PL 2012 401k membership
Total participants, beginning-of-year2012-07-01208
Total number of active participants reported on line 7a of the Form 55002012-07-01142
Number of retired or separated participants receiving benefits2012-07-0131
Number of other retired or separated participants entitled to future benefits2012-07-0131
Total of all active and inactive participants2012-07-01204
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-012
Total participants2012-07-01206
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-011
2011: KERN REGIONAL CENTER DEFINED BENEFIT RETIREMENT PL 2011 401k membership
Total participants, beginning-of-year2011-07-01177
Total number of active participants reported on line 7a of the Form 55002011-07-01154
Number of retired or separated participants receiving benefits2011-07-0129
Number of other retired or separated participants entitled to future benefits2011-07-0125
Total of all active and inactive participants2011-07-01208
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-010
Total participants2011-07-01208
Number of participants with account balances2011-07-01173
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-0125
2010: KERN REGIONAL CENTER DEFINED BENEFIT RETIREMENT PL 2010 401k membership
Total participants, beginning-of-year2010-07-01206
Total number of active participants reported on line 7a of the Form 55002010-07-01137
Number of retired or separated participants receiving benefits2010-07-0113
Number of other retired or separated participants entitled to future benefits2010-07-0127
Total of all active and inactive participants2010-07-01177
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-07-010
Total participants2010-07-01177
Number of participants with account balances2010-07-01177
2009: KERN REGIONAL CENTER DEFINED BENEFIT RETIREMENT PL 2009 401k membership
Total participants, beginning-of-year2009-07-01206
Total number of active participants reported on line 7a of the Form 55002009-07-01160
Number of retired or separated participants receiving benefits2009-07-0121
Number of other retired or separated participants entitled to future benefits2009-07-0125
Total of all active and inactive participants2009-07-01206
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-010
Total participants2009-07-01206
Number of participants with account balances2009-07-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-015

Financial Data on KERN REGIONAL CENTER DEFINED BENEFIT RETIREMENT PL

Measure Date Value
2022 : KERN REGIONAL CENTER DEFINED BENEFIT RETIREMENT PL 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total income from all sources (including contributions)2022-06-30$-7,002,421
Total loss/gain on sale of assets2022-06-30$0
Total of all expenses incurred2022-06-30$2,524,234
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$2,512,602
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$989,550
Value of total assets at end of year2022-06-30$41,114,443
Value of total assets at beginning of year2022-06-30$50,641,098
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$11,632
Total interest from all sources2022-06-30$52,900
Total dividends received (eg from common stock, registered investment company shares)2022-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30No
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$775,000
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-06-30$185,704
Administrative expenses (other) incurred2022-06-30$11,632
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$-9,526,655
Value of net assets at end of year (total assets less liabilities)2022-06-30$41,114,443
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$50,641,098
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30No
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-06-30$40,282,656
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-06-30$50,230,451
Interest earned on other investments2022-06-30$52,900
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-06-30$831,787
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-06-30$410,647
Net investment gain/loss from pooled separate accounts2022-06-30$-8,044,871
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30Yes
Was there a failure to transmit to the plan any participant contributions2022-06-30No
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Contributions received in cash from employer2022-06-30$989,550
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$2,326,898
Did the plan have assets held for investment2022-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-30No
Opinion of an independent qualified public accountant for this plan2022-06-30Unqualified
Accountancy firm name2022-06-30FARBER HASS HURLEY LLP
Accountancy firm EIN2022-06-30204207759
2021 : KERN REGIONAL CENTER DEFINED BENEFIT RETIREMENT PL 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total income from all sources (including contributions)2021-06-30$10,648,614
Total loss/gain on sale of assets2021-06-30$0
Total of all expenses incurred2021-06-30$2,454,822
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$2,443,575
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$1,867,194
Value of total assets at end of year2021-06-30$50,641,098
Value of total assets at beginning of year2021-06-30$42,447,306
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$11,247
Total interest from all sources2021-06-30$43,699
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$750,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-06-30$0
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-06-30$180,320
Administrative expenses (other) incurred2021-06-30$11,247
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$8,193,792
Value of net assets at end of year (total assets less liabilities)2021-06-30$50,641,098
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$42,447,306
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-06-30$50,230,451
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-06-30$41,653,543
Interest earned on other investments2021-06-30$43,699
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-06-30$410,647
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-06-30$793,763
Net investment gain/loss from pooled separate accounts2021-06-30$8,737,721
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30Yes
Was there a failure to transmit to the plan any participant contributions2021-06-30No
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Contributions received in cash from employer2021-06-30$1,867,194
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$2,263,255
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Opinion of an independent qualified public accountant for this plan2021-06-30Disclaimer
Accountancy firm name2021-06-30FARBER HASS HURLEY LLP
Accountancy firm EIN2021-06-30204207759
2020 : KERN REGIONAL CENTER DEFINED BENEFIT RETIREMENT PL 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total income from all sources (including contributions)2020-06-30$4,224,578
Total loss/gain on sale of assets2020-06-30$0
Total of all expenses incurred2020-06-30$2,415,791
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$2,404,773
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$1,954,848
Value of total assets at end of year2020-06-30$42,447,306
Value of total assets at beginning of year2020-06-30$40,638,519
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$11,018
Total interest from all sources2020-06-30$32,021
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$500,000
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-06-30$179,469
Administrative expenses (other) incurred2020-06-30$11,018
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$1,808,787
Value of net assets at end of year (total assets less liabilities)2020-06-30$42,447,306
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$40,638,519
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-06-30$41,653,543
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$39,690,309
Interest earned on other investments2020-06-30$32,021
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-06-30$793,763
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-06-30$948,210
Net investment gain/loss from pooled separate accounts2020-06-30$2,237,709
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30Yes
Was there a failure to transmit to the plan any participant contributions2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Contributions received in cash from employer2020-06-30$1,954,848
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$2,225,304
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30Yes
Opinion of an independent qualified public accountant for this plan2020-06-30Disclaimer
Accountancy firm name2020-06-30BARBICH HOOPER KING AND PARTNERS
Accountancy firm EIN2020-06-30953705481
2019 : KERN REGIONAL CENTER DEFINED BENEFIT RETIREMENT PL 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total income from all sources (including contributions)2019-06-30$5,645,301
Total loss/gain on sale of assets2019-06-30$0
Total of all expenses incurred2019-06-30$2,313,337
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$2,302,786
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$2,699,408
Value of total assets at end of year2019-06-30$40,638,519
Value of total assets at beginning of year2019-06-30$37,306,555
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$10,551
Total interest from all sources2019-06-30$44,925
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$500,000
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Contributions received from participants2019-06-30$41,305
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-06-30$177,906
Administrative expenses (other) incurred2019-06-30$10,551
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$3,331,964
Value of net assets at end of year (total assets less liabilities)2019-06-30$40,638,519
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$37,306,555
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-06-30$39,690,309
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$36,630,425
Interest earned on other investments2019-06-30$44,925
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-06-30$948,210
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-06-30$676,130
Net investment gain/loss from pooled separate accounts2019-06-30$2,900,968
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30Yes
Was there a failure to transmit to the plan any participant contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Contributions received in cash from employer2019-06-30$2,658,103
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$2,124,880
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30Yes
Opinion of an independent qualified public accountant for this plan2019-06-30Disclaimer
Accountancy firm name2019-06-30BARBICH HOOPER KING DILL HOFFMAN
Accountancy firm EIN2019-06-30953705481
2018 : KERN REGIONAL CENTER DEFINED BENEFIT RETIREMENT PL 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total income from all sources (including contributions)2018-06-30$4,991,729
Total loss/gain on sale of assets2018-06-30$0
Total of all expenses incurred2018-06-30$1,968,154
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$1,955,231
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$2,656,310
Value of total assets at end of year2018-06-30$37,306,555
Value of total assets at beginning of year2018-06-30$34,282,980
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$12,923
Total interest from all sources2018-06-30$31,836
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$3,100,000
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Contributions received from participants2018-06-30$505,974
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-06-30$154,118
Administrative expenses (other) incurred2018-06-30$12,923
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$3,023,575
Value of net assets at end of year (total assets less liabilities)2018-06-30$37,306,555
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$34,282,980
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-06-30$36,630,425
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$33,310,377
Interest earned on other investments2018-06-30$31,836
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-06-30$676,130
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-06-30$972,603
Net investment gain/loss from pooled separate accounts2018-06-30$2,303,583
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30Yes
Was there a failure to transmit to the plan any participant contributions2018-06-30Yes
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Contributions received in cash from employer2018-06-30$2,150,336
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$1,801,113
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30Yes
Opinion of an independent qualified public accountant for this plan2018-06-30Disclaimer
Accountancy firm name2018-06-30BARBICH HOOPER KING DILL HOFFMAN
Accountancy firm EIN2018-06-30953705481
2017 : KERN REGIONAL CENTER DEFINED BENEFIT RETIREMENT PL 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total income from all sources (including contributions)2017-06-30$5,037,955
Total loss/gain on sale of assets2017-06-30$0
Total of all expenses incurred2017-06-30$1,757,087
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$1,751,152
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$1,951,993
Value of total assets at end of year2017-06-30$34,282,980
Value of total assets at beginning of year2017-06-30$31,002,112
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$5,935
Total interest from all sources2017-06-30$31,258
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$2,600,000
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Contributions received from participants2017-06-30$462,165
Income. Received or receivable in cash from other sources (including rollovers)2017-06-30$2,991
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-06-30$131,976
Administrative expenses (other) incurred2017-06-30$5,935
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$3,280,868
Value of net assets at end of year (total assets less liabilities)2017-06-30$34,282,980
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$31,002,112
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-06-30$33,310,377
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$29,632,961
Interest earned on other investments2017-06-30$31,258
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-06-30$972,603
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-06-30$1,369,151
Net investment gain/loss from pooled separate accounts2017-06-30$3,054,704
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30Yes
Was there a failure to transmit to the plan any participant contributions2017-06-30Yes
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$1,486,837
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$1,619,176
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30Yes
Opinion of an independent qualified public accountant for this plan2017-06-30Disclaimer
Accountancy firm name2017-06-30BARBICH HOOPER KING DILL HOFFMAN
Accountancy firm EIN2017-06-30953705481
2016 : KERN REGIONAL CENTER DEFINED BENEFIT RETIREMENT PL 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total income from all sources (including contributions)2016-06-30$2,457,648
Total loss/gain on sale of assets2016-06-30$0
Total of all expenses incurred2016-06-30$1,486,286
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$1,480,802
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$1,607,733
Value of total assets at end of year2016-06-30$31,002,112
Value of total assets at beginning of year2016-06-30$30,030,750
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$5,484
Total interest from all sources2016-06-30$36,587
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$2,600,000
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Contributions received from participants2016-06-30$426,914
Administrative expenses (other) incurred2016-06-30$5,484
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$971,362
Value of net assets at end of year (total assets less liabilities)2016-06-30$31,002,112
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$30,030,750
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$29,632,961
Value of interest in pooled separate accounts at beginning of year2016-06-30$28,240,168
Interest earned on other investments2016-06-30$36,587
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-06-30$1,369,151
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-06-30$1,790,582
Net investment gain/loss from pooled separate accounts2016-06-30$813,328
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30Yes
Was there a failure to transmit to the plan any participant contributions2016-06-30Yes
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$1,180,819
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$1,480,802
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30Yes
Opinion of an independent qualified public accountant for this plan2016-06-30Disclaimer
Accountancy firm name2016-06-30BARBICH, HOOPER, KING, DILL AND HOF
Accountancy firm EIN2016-06-30953705481
2015 : KERN REGIONAL CENTER DEFINED BENEFIT RETIREMENT PL 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total income from all sources (including contributions)2015-06-30$2,116,794
Total loss/gain on sale of assets2015-06-30$0
Total of all expenses incurred2015-06-30$1,463,799
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$1,456,553
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$1,468,695
Value of total assets at end of year2015-06-30$30,030,750
Value of total assets at beginning of year2015-06-30$29,377,755
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$7,246
Total interest from all sources2015-06-30$45,464
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$2,600,000
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Contributions received from participants2015-06-30$474,839
Administrative expenses (other) incurred2015-06-30$7,246
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$652,995
Value of net assets at end of year (total assets less liabilities)2015-06-30$30,030,750
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$29,377,755
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Value of interest in pooled separate accounts at end of year2015-06-30$28,240,168
Value of interest in pooled separate accounts at beginning of year2015-06-30$28,190,868
Interest earned on other investments2015-06-30$45,464
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-06-30$1,790,582
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-06-30$1,186,887
Net investment gain/loss from pooled separate accounts2015-06-30$602,635
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30Yes
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$993,856
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$1,456,553
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30Yes
Opinion of an independent qualified public accountant for this plan2015-06-30Disclaimer
Accountancy firm name2015-06-30BARBICH, HOOPER, KING, DILL AND HOF
Accountancy firm EIN2015-06-30953705481
2014 : KERN REGIONAL CENTER DEFINED BENEFIT RETIREMENT PL 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total income from all sources (including contributions)2014-06-30$4,898,072
Total loss/gain on sale of assets2014-06-30$0
Total of all expenses incurred2014-06-30$1,425,011
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$1,417,925
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$1,216,097
Value of total assets at end of year2014-06-30$29,377,755
Value of total assets at beginning of year2014-06-30$25,904,694
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$7,086
Total interest from all sources2014-06-30$52,156
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$0
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$2,280,000
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Contributions received from participants2014-06-30$466,097
Administrative expenses (other) incurred2014-06-30$7,086
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$3,473,061
Value of net assets at end of year (total assets less liabilities)2014-06-30$29,377,755
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$25,904,694
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Value of interest in pooled separate accounts at end of year2014-06-30$28,190,868
Value of interest in pooled separate accounts at beginning of year2014-06-30$24,363,195
Interest earned on other investments2014-06-30$52,156
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-06-30$1,186,887
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-06-30$1,541,499
Net investment gain/loss from pooled separate accounts2014-06-30$3,629,819
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30No
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Contributions received in cash from employer2014-06-30$750,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$1,417,925
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30Yes
Opinion of an independent qualified public accountant for this plan2014-06-30Disclaimer
Accountancy firm name2014-06-30BARBICH HOOPER KING DILL HOFFMAN
Accountancy firm EIN2014-06-30953705481
2013 : KERN REGIONAL CENTER DEFINED BENEFIT RETIREMENT PL 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total income from all sources (including contributions)2013-06-30$3,732,079
Total loss/gain on sale of assets2013-06-30$0
Total of all expenses incurred2013-06-30$1,127,160
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$1,121,552
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$1,185,123
Value of total assets at end of year2013-06-30$25,904,694
Value of total assets at beginning of year2013-06-30$23,299,775
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$5,608
Total interest from all sources2013-06-30$25,420
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$0
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$2,200,000
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Contributions received from participants2013-06-30$478,816
Administrative expenses (other) incurred2013-06-30$5,608
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$2,604,919
Value of net assets at end of year (total assets less liabilities)2013-06-30$25,904,694
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$23,299,775
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Value of interest in pooled separate accounts at end of year2013-06-30$24,363,195
Value of interest in pooled separate accounts at beginning of year2013-06-30$23,284,024
Interest earned on other investments2013-06-30$25,420
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-06-30$1,541,499
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-06-30$15,751
Net investment gain/loss from pooled separate accounts2013-06-30$2,521,536
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30Yes
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$706,307
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$1,121,552
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30Yes
Opinion of an independent qualified public accountant for this plan2013-06-30Disclaimer
Accountancy firm name2013-06-30BARBICH HOOPER KING DILL HOFFMAN
Accountancy firm EIN2013-06-30953705481
2012 : KERN REGIONAL CENTER DEFINED BENEFIT RETIREMENT PL 2012 401k financial data
Unrealized appreciation/depreciation of real estate assets2012-06-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2012-06-30$0
Total unrealized appreciation/depreciation of assets2012-06-30$0
Total transfer of assets to this plan2012-06-30$0
Total transfer of assets from this plan2012-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Expenses. Interest paid2012-06-30$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022012-06-30$0
Total income from all sources (including contributions)2012-06-30$2,056,310
Total loss/gain on sale of assets2012-06-30$0
Total of all expenses incurred2012-06-30$854,048
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$850,005
Expenses. Certain deemed distributions of participant loans2012-06-30$0
Value of total corrective distributions2012-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$1,186,659
Value of total assets at end of year2012-06-30$24,001,514
Value of total assets at beginning of year2012-06-30$22,799,252
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$4,043
Total income from rents2012-06-30$0
Total interest from all sources2012-06-30$869,651
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2012-06-30$0
Assets. Real estate other than employer real property at beginning of year2012-06-30$0
Administrative expenses professional fees incurred2012-06-30$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2012-06-30$0
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$1,500,000
If this is an individual account plan, was there a blackout period2012-06-30No
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Contributions received from participants2012-06-30$481,397
Participant contributions at beginning of year2012-06-30$0
Participant contributions at end of year2012-06-30$0
Participant contributions at beginning of year2012-06-30$16,574
Assets. Other investments not covered elsewhere at beginning of year2012-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2012-06-30$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-06-30$0
Assets. Loans (other than to participants) at beginning of year2012-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-06-30$0
Other income not declared elsewhere2012-06-30$0
Administrative expenses (other) incurred2012-06-30$4,043
Liabilities. Value of operating payables at beginning of year2012-06-30$0
Total non interest bearing cash at end of year2012-06-30$0
Total non interest bearing cash at beginning of year2012-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Income. Non cash contributions2012-06-30$0
Value of net income/loss2012-06-30$1,202,262
Value of net assets at end of year (total assets less liabilities)2012-06-30$24,001,514
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$22,799,252
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Assets. partnership/joint venture interests at beginning of year2012-06-30$0
Investment advisory and management fees2012-06-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-06-30$17,821,189
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-06-30$17,902,232
Value of interest in pooled separate accounts at beginning of year2012-06-30$0
Interest on participant loans2012-06-30$0
Income. Interest from loans (other than to participants)2012-06-30$0
Interest earned on other investments2012-06-30$0
Income. Interest from US Government securities2012-06-30$0
Income. Interest from corporate debt instruments2012-06-30$0
Value of interest in master investment trust accounts at beginning of year2012-06-30$0
Value of interest in common/collective trusts at beginning of year2012-06-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-06-30$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-06-30$869,651
Assets. Value of investments in 103.12 investment entities at beginning of year2012-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-06-30$83,619
Expenses. Payments to insurance carriers foe the provision of benefits2012-06-30$0
Asset value of US Government securities at end of year2012-06-30$5,478,587
Asset value of US Government securities at beginning of year2012-06-30$3,796,827
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-06-30$0
Net investment gain/loss from pooled separate accounts2012-06-30$0
Net investment gain or loss from common/collective trusts2012-06-30$0
Net gain/loss from 103.12 investment entities2012-06-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30Yes
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Assets. Invements in employer securities at beginning of year2012-06-30$0
Assets. Value of employer real property at beginning of year2012-06-30$0
Contributions received in cash from employer2012-06-30$705,262
Employer contributions (assets) at end of year2012-06-30$701,738
Employer contributions (assets) at beginning of year2012-06-30$1,000,000
Income. Dividends from preferred stock2012-06-30$0
Income. Dividends from common stock2012-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$850,005
Asset. Corporate debt instrument preferred debt at end of year2012-06-30$0
Asset. Corporate debt instrument preferred debt at beginning of year2012-06-30$0
Asset. Corporate debt instrument debt (other) at end of year2012-06-30$0
Asset. Corporate debt instrument debt (other) at beginning of year2012-06-30$0
Contract administrator fees2012-06-30$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-06-30No
Assets. Corporate common stocks other than exployer securities at beginning of year2012-06-30$0
Liabilities. Value of benefit claims payable at beginning of year2012-06-30$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2012-06-30$0
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Aggregate proceeds on sale of assets2012-06-30$0
Aggregate carrying amount (costs) on sale of assets2012-06-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2012-06-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30Yes
Opinion of an independent qualified public accountant for this plan2012-06-30Disclaimer
Accountancy firm name2012-06-30BARBICH HOOPER KING DILL HOFFMAN
Accountancy firm EIN2012-06-30953705481
2011 : KERN REGIONAL CENTER DEFINED BENEFIT RETIREMENT PL 2011 401k financial data
Unrealized appreciation/depreciation of real estate assets2011-06-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2011-06-30$0
Total unrealized appreciation/depreciation of assets2011-06-30$0
Total transfer of assets to this plan2011-06-30$0
Total transfer of assets from this plan2011-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Expenses. Interest paid2011-06-30$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022011-06-30$0
Total income from all sources (including contributions)2011-06-30$4,963,050
Total loss/gain on sale of assets2011-06-30$0
Total of all expenses incurred2011-06-30$633,489
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$632,411
Expenses. Certain deemed distributions of participant loans2011-06-30$0
Value of total corrective distributions2011-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$1,490,265
Value of total assets at end of year2011-06-30$22,799,252
Value of total assets at beginning of year2011-06-30$18,469,691
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$1,078
Total income from rents2011-06-30$0
Total interest from all sources2011-06-30$3,472,785
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2011-06-30$0
Assets. Real estate other than employer real property at end of year2011-06-30$0
Assets. Real estate other than employer real property at beginning of year2011-06-30$0
Administrative expenses professional fees incurred2011-06-30$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2011-06-30$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2011-06-30$0
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$2,000,000
If this is an individual account plan, was there a blackout period2011-06-30Yes
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Contributions received from participants2011-06-30$490,265
Participant contributions at end of year2011-06-30$0
Participant contributions at beginning of year2011-06-30$0
Participant contributions at end of year2011-06-30$16,574
Participant contributions at beginning of year2011-06-30$451
Assets. Other investments not covered elsewhere at end of year2011-06-30$0
Assets. Other investments not covered elsewhere at beginning of year2011-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2011-06-30$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-06-30$0
Assets. Loans (other than to participants) at end of year2011-06-30$0
Assets. Loans (other than to participants) at beginning of year2011-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-06-30$0
Other income not declared elsewhere2011-06-30$0
Administrative expenses (other) incurred2011-06-30$1,078
Liabilities. Value of operating payables at beginning of year2011-06-30$0
Total non interest bearing cash at end of year2011-06-30$0
Total non interest bearing cash at beginning of year2011-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Income. Non cash contributions2011-06-30$0
Value of net income/loss2011-06-30$4,329,561
Value of net assets at end of year (total assets less liabilities)2011-06-30$22,799,252
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$18,469,691
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Assets. partnership/joint venture interests at end of year2011-06-30$0
Assets. partnership/joint venture interests at beginning of year2011-06-30$0
Investment advisory and management fees2011-06-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-06-30$17,902,232
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-06-30$14,288,860
Value of interest in pooled separate accounts at end of year2011-06-30$0
Value of interest in pooled separate accounts at beginning of year2011-06-30$0
Interest on participant loans2011-06-30$0
Income. Interest from loans (other than to participants)2011-06-30$0
Interest earned on other investments2011-06-30$0
Income. Interest from US Government securities2011-06-30$0
Income. Interest from corporate debt instruments2011-06-30$0
Value of interest in master investment trust accounts at end of year2011-06-30$0
Value of interest in master investment trust accounts at beginning of year2011-06-30$0
Value of interest in common/collective trusts at end of year2011-06-30$0
Value of interest in common/collective trusts at beginning of year2011-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-06-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-06-30$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-06-30$3,472,785
Assets. Value of investments in 103.12 investment entities at end of year2011-06-30$0
Assets. Value of investments in 103.12 investment entities at beginning of year2011-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-06-30$83,619
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-06-30$0
Expenses. Payments to insurance carriers foe the provision of benefits2011-06-30$0
Asset value of US Government securities at end of year2011-06-30$0
Asset value of US Government securities at beginning of year2011-06-30$1,447,008
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-06-30$0
Net investment gain/loss from pooled separate accounts2011-06-30$0
Net investment gain or loss from common/collective trusts2011-06-30$0
Net gain/loss from 103.12 investment entities2011-06-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30Yes
Was there a failure to transmit to the plan any participant contributions2011-06-30Yes
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Assets. Invements in employer securities at end of year2011-06-30$0
Assets. Invements in employer securities at beginning of year2011-06-30$0
Assets. Value of employer real property at end of year2011-06-30$0
Assets. Value of employer real property at beginning of year2011-06-30$0
Contributions received in cash from employer2011-06-30$1,000,000
Employer contributions (assets) at end of year2011-06-30$1,000,000
Employer contributions (assets) at beginning of year2011-06-30$1,211,189
Income. Dividends from preferred stock2011-06-30$0
Income. Dividends from common stock2011-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$632,411
Asset. Corporate debt instrument preferred debt at end of year2011-06-30$0
Asset. Corporate debt instrument preferred debt at beginning of year2011-06-30$0
Asset. Corporate debt instrument debt (other) at end of year2011-06-30$3,796,827
Asset. Corporate debt instrument debt (other) at beginning of year2011-06-30$1,522,183
Contract administrator fees2011-06-30$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-06-30Yes
Assets. Corporate common stocks other than exployer securities at end of year2011-06-30$0
Assets. Corporate common stocks other than exployer securities at beginning of year2011-06-30$0
Liabilities. Value of benefit claims payable at beginning of year2011-06-30$0
Assets. Value of buildings and other operty used in plan operation at end of year2011-06-30$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2011-06-30$0
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Aggregate proceeds on sale of assets2011-06-30$0
Aggregate carrying amount (costs) on sale of assets2011-06-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2011-06-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30Yes
Opinion of an independent qualified public accountant for this plan2011-06-30Disclaimer
Accountancy firm name2011-06-30CHRISTOPHER D. JACOBS, CPA
Accountancy firm EIN2011-06-30770419394
2010 : KERN REGIONAL CENTER DEFINED BENEFIT RETIREMENT PL 2010 401k financial data
Unrealized appreciation/depreciation of real estate assets2010-06-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2010-06-30$0
Total unrealized appreciation/depreciation of assets2010-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-06-30$0
Expenses. Interest paid2010-06-30$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022010-06-30$0
Total income from all sources (including contributions)2010-06-30$3,472,232
Total loss/gain on sale of assets2010-06-30$0
Total of all expenses incurred2010-06-30$586,272
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-06-30$561,764
Expenses. Certain deemed distributions of participant loans2010-06-30$0
Value of total corrective distributions2010-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-06-30$1,713,532
Value of total assets at end of year2010-06-30$18,469,691
Value of total assets at beginning of year2010-06-30$15,583,731
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-06-30$24,508
Total income from rents2010-06-30$0
Total interest from all sources2010-06-30$149,705
Total dividends received (eg from common stock, registered investment company shares)2010-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2010-06-30$0
Assets. Real estate other than employer real property at end of year2010-06-30$0
Assets. Real estate other than employer real property at beginning of year2010-06-30$0
Administrative expenses professional fees incurred2010-06-30$5,570
Assets. Corporate prefeered stocks other than exployer securities at end of year2010-06-30$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2010-06-30$0
Was this plan covered by a fidelity bond2010-06-30Yes
Value of fidelity bond cover2010-06-30$2,000,000
If this is an individual account plan, was there a blackout period2010-06-30No
Were there any nonexempt tranactions with any party-in-interest2010-06-30No
Contributions received from participants2010-06-30$502,343
Participant contributions at end of year2010-06-30$0
Participant contributions at beginning of year2010-06-30$0
Participant contributions at end of year2010-06-30$451
Participant contributions at beginning of year2010-06-30$19,234
Assets. Other investments not covered elsewhere at end of year2010-06-30$0
Assets. Other investments not covered elsewhere at beginning of year2010-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2010-06-30$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2010-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-06-30$0
Assets. Loans (other than to participants) at end of year2010-06-30$0
Assets. Loans (other than to participants) at beginning of year2010-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-06-30$0
Other income not declared elsewhere2010-06-30$0
Administrative expenses (other) incurred2010-06-30$0
Liabilities. Value of operating payables at beginning of year2010-06-30$0
Total non interest bearing cash at end of year2010-06-30$0
Total non interest bearing cash at beginning of year2010-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-06-30No
Income. Non cash contributions2010-06-30$0
Value of net income/loss2010-06-30$2,885,960
Value of net assets at end of year (total assets less liabilities)2010-06-30$18,469,691
Value of net assets at beginning of year (total assets less liabilities)2010-06-30$15,583,731
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2010-06-30No
Were any leases to which the plan was party in default or uncollectible2010-06-30No
Assets. partnership/joint venture interests at end of year2010-06-30$0
Assets. partnership/joint venture interests at beginning of year2010-06-30$0
Investment advisory and management fees2010-06-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-06-30$14,288,860
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-06-30$10,623,337
Value of interest in pooled separate accounts at end of year2010-06-30$0
Value of interest in pooled separate accounts at beginning of year2010-06-30$0
Interest on participant loans2010-06-30$0
Income. Interest from loans (other than to participants)2010-06-30$0
Interest earned on other investments2010-06-30$0
Income. Interest from US Government securities2010-06-30$17,055
Income. Interest from corporate debt instruments2010-06-30$131,824
Value of interest in master investment trust accounts at end of year2010-06-30$0
Value of interest in master investment trust accounts at beginning of year2010-06-30$0
Value of interest in common/collective trusts at end of year2010-06-30$0
Value of interest in common/collective trusts at beginning of year2010-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-06-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-06-30$3,665,443
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-06-30$3,665,443
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-06-30$826
Assets. Value of investments in 103.12 investment entities at end of year2010-06-30$0
Assets. Value of investments in 103.12 investment entities at beginning of year2010-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-06-30$0
Expenses. Payments to insurance carriers foe the provision of benefits2010-06-30$0
Asset value of US Government securities at end of year2010-06-30$1,447,008
Asset value of US Government securities at beginning of year2010-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-06-30$0
Net investment gain/loss from pooled separate accounts2010-06-30$1,608,995
Net investment gain or loss from common/collective trusts2010-06-30$0
Net gain/loss from 103.12 investment entities2010-06-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-06-30No
Was there a failure to transmit to the plan any participant contributions2010-06-30No
Has the plan failed to provide any benefit when due under the plan2010-06-30No
Assets. Invements in employer securities at end of year2010-06-30$0
Assets. Invements in employer securities at beginning of year2010-06-30$0
Assets. Value of employer real property at end of year2010-06-30$0
Assets. Value of employer real property at beginning of year2010-06-30$0
Contributions received in cash from employer2010-06-30$1,211,189
Employer contributions (assets) at end of year2010-06-30$1,211,189
Employer contributions (assets) at beginning of year2010-06-30$1,275,717
Income. Dividends from preferred stock2010-06-30$0
Income. Dividends from common stock2010-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-06-30$561,764
Asset. Corporate debt instrument preferred debt at end of year2010-06-30$0
Asset. Corporate debt instrument preferred debt at beginning of year2010-06-30$0
Asset. Corporate debt instrument debt (other) at end of year2010-06-30$1,522,183
Asset. Corporate debt instrument debt (other) at beginning of year2010-06-30$0
Contract administrator fees2010-06-30$18,938
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-06-30No
Assets. Corporate common stocks other than exployer securities at end of year2010-06-30$0
Assets. Corporate common stocks other than exployer securities at beginning of year2010-06-30$0
Liabilities. Value of benefit claims payable at beginning of year2010-06-30$0
Assets. Value of buildings and other operty used in plan operation at end of year2010-06-30$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2010-06-30$0
Did the plan have assets held for investment2010-06-30No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-06-30No
Aggregate proceeds on sale of assets2010-06-30$0
Aggregate carrying amount (costs) on sale of assets2010-06-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2010-06-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-06-30Yes
Opinion of an independent qualified public accountant for this plan2010-06-30Disclaimer
Accountancy firm name2010-06-30CHRISTOPHER D. JACOBS, CPA
Accountancy firm EIN2010-06-30770419394

Form 5500 Responses for KERN REGIONAL CENTER DEFINED BENEFIT RETIREMENT PL

2021: KERN REGIONAL CENTER DEFINED BENEFIT RETIREMENT PL 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Submission has been amendedNo
2021-07-01This submission is the final filingNo
2021-07-01This return/report is a short plan year return/report (less than 12 months)No
2021-07-01Plan is a collectively bargained planYes
2021-07-01Plan funding arrangement – InsuranceYes
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement – InsuranceYes
2021-07-01Plan benefit arrangement - TrustYes
2020: KERN REGIONAL CENTER DEFINED BENEFIT RETIREMENT PL 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Submission has been amendedNo
2020-07-01This submission is the final filingNo
2020-07-01This return/report is a short plan year return/report (less than 12 months)No
2020-07-01Plan is a collectively bargained planYes
2020-07-01Plan funding arrangement – InsuranceYes
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement – InsuranceYes
2020-07-01Plan benefit arrangement - TrustYes
2019: KERN REGIONAL CENTER DEFINED BENEFIT RETIREMENT PL 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Submission has been amendedNo
2019-07-01This submission is the final filingNo
2019-07-01This return/report is a short plan year return/report (less than 12 months)No
2019-07-01Plan is a collectively bargained planYes
2019-07-01Plan funding arrangement – InsuranceYes
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement – InsuranceYes
2019-07-01Plan benefit arrangement - TrustYes
2018: KERN REGIONAL CENTER DEFINED BENEFIT RETIREMENT PL 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Submission has been amendedNo
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planYes
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement – InsuranceYes
2018-07-01Plan benefit arrangement - TrustYes
2017: KERN REGIONAL CENTER DEFINED BENEFIT RETIREMENT PL 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Submission has been amendedNo
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planYes
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement – InsuranceYes
2017-07-01Plan benefit arrangement - TrustYes
2016: KERN REGIONAL CENTER DEFINED BENEFIT RETIREMENT PL 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planYes
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement – InsuranceYes
2016-07-01Plan benefit arrangement - TrustYes
2015: KERN REGIONAL CENTER DEFINED BENEFIT RETIREMENT PL 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planYes
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement – InsuranceYes
2015-07-01Plan benefit arrangement - TrustYes
2014: KERN REGIONAL CENTER DEFINED BENEFIT RETIREMENT PL 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planYes
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement – InsuranceYes
2014-07-01Plan benefit arrangement - TrustYes
2013: KERN REGIONAL CENTER DEFINED BENEFIT RETIREMENT PL 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planYes
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement – InsuranceYes
2013-07-01Plan benefit arrangement - TrustYes
2012: KERN REGIONAL CENTER DEFINED BENEFIT RETIREMENT PL 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planYes
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement – InsuranceYes
2012-07-01Plan benefit arrangement - TrustYes
2011: KERN REGIONAL CENTER DEFINED BENEFIT RETIREMENT PL 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement – InsuranceYes
2011-07-01Plan benefit arrangement - TrustYes
2010: KERN REGIONAL CENTER DEFINED BENEFIT RETIREMENT PL 2010 form 5500 responses
2010-07-01Type of plan entitySingle employer plan
2010-07-01Plan funding arrangement – InsuranceYes
2010-07-01Plan funding arrangement – TrustYes
2010-07-01Plan benefit arrangement – InsuranceYes
2010-07-01Plan benefit arrangement - TrustYes
2009: KERN REGIONAL CENTER DEFINED BENEFIT RETIREMENT PL 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedYes
2009-07-01Plan funding arrangement – InsuranceYes
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement – InsuranceYes
2009-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberIG1 13056
Policy instance 1
Insurance contract or identification numberIG1 13056
Number of Individuals Covered275
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit 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
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberIG1 13056
Policy instance 1
Insurance contract or identification numberIG1 13056
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit 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
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberIG1 13056
Policy instance 1
Insurance contract or identification numberIG1 13056
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
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?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
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberIG1 13056
Policy instance 1
Insurance contract or identification numberIG1 13056
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberIG1 13056
Policy instance 1
Insurance contract or identification numberIG1 13056
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberIG1 13056
Policy instance 1
Insurance contract or identification numberIG1 13056
Number of Individuals Covered234
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
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
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberIG1 13056
Policy instance 1
Insurance contract or identification numberIG1 13056
Number of Individuals Covered232
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
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
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberIG1 13056
Policy instance 1
Insurance contract or identification numberIG1 13056
Number of Individuals Covered230
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
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
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberIG1 13056
Policy instance 1
Insurance contract or identification numberIG1 13056
Number of Individuals Covered206
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
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
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberIGI 13056
Policy instance 1
Insurance contract or identification numberIGI 13056
Number of Individuals Covered208
Insurance policy start date2011-06-01
Insurance policy end date2012-07-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number75734
Policy instance 1
Insurance contract or identification number75734
Insurance policy start date2010-07-01
Insurance policy end date2011-01-18
Total amount of commissions paid to insurance brokerUSD $9,192
Total amount of fees paid to insurance companyUSD $3,809
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberIG13056
Policy instance 2
Insurance contract or identification numberIG13056
Insurance policy start date2011-01-11
Insurance policy end date2011-06-30
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 types other than group deferred annuity or individual?Yes
Other information about contractGROUP ANNUITY
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number
Policy instance 1
Insurance policy start date2009-07-01
Insurance policy end date2010-03-15
Total amount of commissions paid to insurance brokerUSD $4,520
Total amount of fees paid to insurance companyUSD $2,258
Commission paid to Insurance BrokerUSD $4,520
Additional information about fees paid to insurance brokerBROKER COMMISSION
Insurance broker organization code?3
Amount paid for insurance broker fees2258
Insurance broker nameKRAVITZ, INC.

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