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4C'S OF ALAMEDA COUNTY 403(B) PLAN 401k Plan overview

Plan Name4C'S OF ALAMEDA COUNTY 403(B) PLAN
Plan identification number 001

4C'S OF ALAMEDA COUNTY 403(B) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.

401k Sponsoring company profile

COMMUNITY CHILD CARE COORDINATING COUNCIL DBA 4C OF ALAMEDA COUNTY has sponsored the creation of one or more 401k plans.

Company Name:COMMUNITY CHILD CARE COORDINATING COUNCIL DBA 4C OF ALAMEDA COUNTY
Employer identification number (EIN):237218859
NAIC Classification:624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 4C'S OF ALAMEDA COUNTY 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012020-07-01JONI CHANTIGIAN2022-03-22
0012019-07-01
0012018-07-01
0012017-07-01JONI CHANTIGIAN2019-04-15
0012016-07-01ERIKA MCINTOSH
0012015-07-01ERIKA MCINTOSH
0012015-07-01ERIKA MCINTOSH
0012014-07-01ERIKA MCINTOSH
0012013-07-01ERIKA MCINTOSH
0012012-07-01ERIKA MCINTOSH2014-01-13
0012011-07-01ERIKA K. MCINTOSH2013-01-04
0012009-07-01ERIKA MCINTOSH
0012009-07-01ERIKA MCINTOSH
0012008-07-01

Plan Statistics for 4C'S OF ALAMEDA COUNTY 403(B) PLAN

401k plan membership statisitcs for 4C'S OF ALAMEDA COUNTY 403(B) PLAN

Measure Date Value
2019: 4C'S OF ALAMEDA COUNTY 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year2019-07-01143
Total number of active participants reported on line 7a of the Form 55002019-07-0158
Number of retired or separated participants receiving benefits2019-07-010
Number of other retired or separated participants entitled to future benefits2019-07-013
Total of all active and inactive participants2019-07-0161
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-010
Total participants2019-07-0161
Number of participants with account balances2019-07-0151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-014
2018: 4C'S OF ALAMEDA COUNTY 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-01133
Total number of active participants reported on line 7a of the Form 55002018-07-0165
Number of retired or separated participants receiving benefits2018-07-0178
Number of other retired or separated participants entitled to future benefits2018-07-010
Total of all active and inactive participants2018-07-01143
Total participants2018-07-01143
Number of participants with account balances2018-07-01130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-010
2017: 4C'S OF ALAMEDA COUNTY 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-01112
Total number of active participants reported on line 7a of the Form 55002017-07-0150
Number of retired or separated participants receiving benefits2017-07-017
Number of other retired or separated participants entitled to future benefits2017-07-0176
Total of all active and inactive participants2017-07-01133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-010
Total participants2017-07-01133
Number of participants with account balances2017-07-01131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-0117
2016: 4C'S OF ALAMEDA COUNTY 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-01113
Total number of active participants reported on line 7a of the Form 55002016-07-0150
Number of retired or separated participants receiving benefits2016-07-010
Number of other retired or separated participants entitled to future benefits2016-07-0162
Total of all active and inactive participants2016-07-01112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-010
Total participants2016-07-01112
Number of participants with account balances2016-07-01112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-0114
2015: 4C'S OF ALAMEDA COUNTY 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-01168
Total number of active participants reported on line 7a of the Form 55002015-07-0153
Number of retired or separated participants receiving benefits2015-07-0160
Number of other retired or separated participants entitled to future benefits2015-07-010
Total of all active and inactive participants2015-07-01113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-010
Total participants2015-07-01113
Number of participants with account balances2015-07-01111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-0112
2014: 4C'S OF ALAMEDA COUNTY 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-01138
Total number of active participants reported on line 7a of the Form 55002014-07-0163
Number of retired or separated participants receiving benefits2014-07-0123
Number of other retired or separated participants entitled to future benefits2014-07-0182
Total of all active and inactive participants2014-07-01168
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-010
Total participants2014-07-01168
Number of participants with account balances2014-07-01142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-012
2013: 4C'S OF ALAMEDA COUNTY 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-01134
Total number of active participants reported on line 7a of the Form 55002013-07-0167
Number of retired or separated participants receiving benefits2013-07-0112
Number of other retired or separated participants entitled to future benefits2013-07-0159
Total of all active and inactive participants2013-07-01138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-010
Total participants2013-07-01138
Number of participants with account balances2013-07-01132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-019
2009: 4C'S OF ALAMEDA COUNTY 403(B) PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-01191
Total number of active participants reported on line 7a of the Form 55002009-07-0179
Number of retired or separated participants receiving benefits2009-07-010
Number of other retired or separated participants entitled to future benefits2009-07-01110
Total of all active and inactive participants2009-07-01189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-010
Total participants2009-07-01189
Number of participants with account balances2009-07-01177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-016

Financial Data on 4C'S OF ALAMEDA COUNTY 403(B) PLAN

Measure Date Value
2020 : 4C'S OF ALAMEDA COUNTY 403(B) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total income from all sources (including contributions)2020-06-30$408,732
Total loss/gain on sale of assets2020-06-30$0
Total of all expenses incurred2020-06-30$4,688,113
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$4,687,910
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$172,654
Value of total assets at end of year2020-06-30$2,434,430
Value of total assets at beginning of year2020-06-30$6,713,811
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$203
Total interest from all sources2020-06-30$3,844
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 year2020-06-30Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2020-06-30$0
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$500,000
If this is an individual account plan, was there a blackout period2020-06-30No
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Contributions received from participants2020-06-30$93,379
Participant contributions at end of year2020-06-30$25,507
Participant contributions at beginning of year2020-06-30$105,337
Participant contributions at end of year2020-06-30$0
Participant contributions at beginning of year2020-06-30$8,084
Assets. Other investments not covered elsewhere at end of year2020-06-30$1,077,096
Assets. Other investments not covered elsewhere at beginning of year2020-06-30$1,245,196
Income. Received or receivable in cash from other sources (including rollovers)2020-06-30$79,275
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-06-30$6
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$-4,279,381
Value of net assets at end of year (total assets less liabilities)2020-06-30$2,434,430
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$6,713,811
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
Investment advisory and management fees2020-06-30$203
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-06-30$1,302,117
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$5,015,642
Value of interest in pooled separate accounts at end of year2020-06-30$0
Value of interest in pooled separate accounts at beginning of year2020-06-30$0
Interest on participant loans2020-06-30$3,844
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-06-30$232,234
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30No
Was there a failure to transmit to the plan any participant contributions2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Employer contributions (assets) at end of year2020-06-30$29,710
Employer contributions (assets) at beginning of year2020-06-30$339,546
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$4,687,910
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 name2020-06-30HARRINGTON GROUP
Accountancy firm EIN2020-06-30954557617
2019 : 4C'S OF ALAMEDA COUNTY 403(B) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total income from all sources (including contributions)2019-06-30$836,762
Total loss/gain on sale of assets2019-06-30$0
Total of all expenses incurred2019-06-30$259,280
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$259,010
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$585,030
Value of total assets at end of year2019-06-30$6,713,811
Value of total assets at beginning of year2019-06-30$6,136,329
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$270
Total interest from all sources2019-06-30$4,634
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$8,039
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2019-06-30$0
Total dividends received from registered investment company shares (eg mutual funds)2019-06-30$8,039
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$500,000
If this is an individual account plan, was there a blackout period2019-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-06-30$0
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Contributions received from participants2019-06-30$185,188
Participant contributions at end of year2019-06-30$105,337
Participant contributions at beginning of year2019-06-30$127,446
Participant contributions at end of year2019-06-30$8,084
Participant contributions at beginning of year2019-06-30$8,031
Assets. Other investments not covered elsewhere at end of year2019-06-30$1,221,908
Assets. Other investments not covered elsewhere at beginning of year2019-06-30$1,339,127
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-06-30$6
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-06-30$6
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$577,482
Value of net assets at end of year (total assets less liabilities)2019-06-30$6,713,811
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$6,136,329
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
Investment advisory and management fees2019-06-30$270
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-06-30$5,038,930
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$4,375,796
Value of interest in pooled separate accounts at end of year2019-06-30$0
Value of interest in pooled separate accounts at beginning of year2019-06-30$0
Interest on participant loans2019-06-30$4,634
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-06-30$239,059
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30No
Was there a failure to transmit to the plan any participant contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Contributions received in cash from employer2019-06-30$399,842
Employer contributions (assets) at end of year2019-06-30$339,546
Employer contributions (assets) at beginning of year2019-06-30$285,923
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$259,010
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 name2019-06-30HARRINGTON GROUP
Accountancy firm EIN2019-06-30954557617
2018 : 4C'S OF ALAMEDA COUNTY 403(B) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$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$940,352
Total loss/gain on sale of assets2018-06-30$0
Total of all expenses incurred2018-06-30$281,906
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$281,636
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$535,651
Value of total assets at end of year2018-06-30$6,136,329
Value of total assets at beginning of year2018-06-30$5,477,883
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$270
Total interest from all sources2018-06-30$2,458
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$6,235
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2018-06-30$6,235
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$500,000
If this is an individual account plan, was there a blackout period2018-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-06-30$0
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Contributions received from participants2018-06-30$177,481
Participant contributions at end of year2018-06-30$127,446
Participant contributions at beginning of year2018-06-30$121,661
Participant contributions at end of year2018-06-30$8,031
Participant contributions at beginning of year2018-06-30$7,540
Assets. Other investments not covered elsewhere at end of year2018-06-30$1,339,127
Assets. Other investments not covered elsewhere at beginning of year2018-06-30$1,296,474
Income. Received or receivable in cash from other sources (including rollovers)2018-06-30$14,061
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-06-30$6
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-06-30$0
Other income not declared elsewhere2018-06-30$-10
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$658,446
Value of net assets at end of year (total assets less liabilities)2018-06-30$6,136,329
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$5,477,883
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
Investment advisory and management fees2018-06-30$270
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-06-30$4,375,796
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$3,689,129
Value of interest in pooled separate accounts at end of year2018-06-30$0
Value of interest in pooled separate accounts at beginning of year2018-06-30$0
Interest on participant loans2018-06-30$2,458
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-06-30$396,018
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30No
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Contributions received in cash from employer2018-06-30$344,109
Employer contributions (assets) at end of year2018-06-30$285,923
Employer contributions (assets) at beginning of year2018-06-30$363,079
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$281,636
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 name2018-06-30HARRINGTON GROUP
Accountancy firm EIN2018-06-30954557617
2017 : 4C'S OF ALAMEDA COUNTY 403(B) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total income from all sources (including contributions)2017-06-30$1,127,606
Total loss/gain on sale of assets2017-06-30$0
Total of all expenses incurred2017-06-30$344,702
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$335,702
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$614,887
Value of total assets at end of year2017-06-30$5,477,883
Value of total assets at beginning of year2017-06-30$4,694,979
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$9,000
Total interest from all sources2017-06-30$2,218
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$500,000
If this is an individual account plan, was there a blackout period2017-06-30No
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Contributions received from participants2017-06-30$249,534
Participant contributions at end of year2017-06-30$121,661
Participant contributions at beginning of year2017-06-30$133,123
Participant contributions at end of year2017-06-30$7,540
Participant contributions at beginning of year2017-06-30$7,407
Assets. Other investments not covered elsewhere at end of year2017-06-30$1,296,474
Assets. Other investments not covered elsewhere at beginning of year2017-06-30$1,276,393
Administrative expenses (other) incurred2017-06-30$9,000
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$782,904
Value of net assets at end of year (total assets less liabilities)2017-06-30$5,477,883
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$4,694,979
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$3,689,129
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$3,015,219
Interest on participant loans2017-06-30$2,218
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-06-30$510,501
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30No
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$365,353
Employer contributions (assets) at end of year2017-06-30$363,079
Employer contributions (assets) at beginning of year2017-06-30$262,837
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$335,702
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 name2017-06-30RANDOLPH SCOTT & COMPANY, CPA'S, IN
Accountancy firm EIN2017-06-30680446663
2016 : 4C'S OF ALAMEDA COUNTY 403(B) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total income from all sources (including contributions)2016-06-30$190,549
Total loss/gain on sale of assets2016-06-30$0
Total of all expenses incurred2016-06-30$466,641
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$465,651
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$175,278
Value of total assets at end of year2016-06-30$4,434,656
Value of total assets at beginning of year2016-06-30$4,710,748
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$990
Total interest from all sources2016-06-30$5,295
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$500,000
If this is an individual account plan, was there a blackout period2016-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-06-30$0
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Contributions received from participants2016-06-30$157,507
Participant contributions at end of year2016-06-30$133,123
Participant contributions at beginning of year2016-06-30$193,765
Participant contributions at end of year2016-06-30$7,407
Participant contributions at beginning of year2016-06-30$10,747
Assets. Other investments not covered elsewhere at end of year2016-06-30$3,015,219
Assets. Other investments not covered elsewhere at beginning of year2016-06-30$2,864,910
Administrative expenses (other) incurred2016-06-30$990
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$-276,092
Value of net assets at end of year (total assets less liabilities)2016-06-30$4,434,656
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$4,710,748
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$1,276,393
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$1,371,388
Interest on participant loans2016-06-30$5,295
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-06-30$9,976
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30No
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$17,771
Employer contributions (assets) at end of year2016-06-30$2,514
Employer contributions (assets) at beginning of year2016-06-30$269,938
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$465,651
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 name2016-06-30RANDOLPH SCOTT & COMPANY, CPA'S, IN
Accountancy firm EIN2016-06-30680446663
2015 : 4C'S OF ALAMEDA COUNTY 403(B) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total income from all sources (including contributions)2015-06-30$721,509
Total loss/gain on sale of assets2015-06-30$0
Total of all expenses incurred2015-06-30$207,332
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$206,816
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$602,131
Value of total assets at end of year2015-06-30$4,710,748
Value of total assets at beginning of year2015-06-30$4,196,571
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$516
Total interest from all sources2015-06-30$4,017
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$500,000
If this is an individual account plan, was there a blackout period2015-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-06-30$0
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Contributions received from participants2015-06-30$137,660
Participant contributions at end of year2015-06-30$193,765
Participant contributions at beginning of year2015-06-30$211,086
Participant contributions at end of year2015-06-30$10,747
Participant contributions at beginning of year2015-06-30$0
Assets. Other investments not covered elsewhere at end of year2015-06-30$2,864,910
Assets. Other investments not covered elsewhere at beginning of year2015-06-30$1,376,469
Income. Received or receivable in cash from other sources (including rollovers)2015-06-30$38,270
Administrative expenses (other) incurred2015-06-30$516
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$514,177
Value of net assets at end of year (total assets less liabilities)2015-06-30$4,710,748
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$4,196,571
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-06-30$1,371,388
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$2,609,016
Interest on participant loans2015-06-30$4,017
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-06-30$115,361
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30No
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$426,201
Employer contributions (assets) at end of year2015-06-30$269,938
Employer contributions (assets) at beginning of year2015-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$206,816
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 name2015-06-30RANDOLPH SCOTT & COMPANY, CPA'S, IN
Accountancy firm EIN2015-06-30680446663
2014 : 4C'S OF ALAMEDA COUNTY 403(B) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total income from all sources (including contributions)2014-06-30$963,011
Total loss/gain on sale of assets2014-06-30$0
Total of all expenses incurred2014-06-30$245,814
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$245,473
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$451,044
Value of total assets at end of year2014-06-30$4,196,571
Value of total assets at beginning of year2014-06-30$3,479,374
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$341
Total interest from all sources2014-06-30$4,997
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$500,000
If this is an individual account plan, was there a blackout period2014-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-06-30$0
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Contributions received from participants2014-06-30$140,495
Participant contributions at end of year2014-06-30$211,086
Participant contributions at beginning of year2014-06-30$165,631
Assets. Other investments not covered elsewhere at end of year2014-06-30$3,752,215
Assets. Other investments not covered elsewhere at beginning of year2014-06-30$3,061,229
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$717,197
Value of net assets at end of year (total assets less liabilities)2014-06-30$4,196,571
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$3,479,374
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
Investment advisory and management fees2014-06-30$341
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-06-30$233,270
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$252,514
Interest on participant loans2014-06-30$4,997
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-06-30$506,970
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$310,549
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$245,473
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 name2014-06-30RANDOLPH SCOTT & COMPANY, CPA'S, IN
Accountancy firm EIN2014-06-30680446663
2011 : 4C'S OF ALAMEDA COUNTY 403(B) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total income from all sources (including contributions)2011-06-30$764,960
Total loss/gain on sale of assets2011-06-30$0
Total of all expenses incurred2011-06-30$209,170
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$208,698
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$375,427
Value of total assets at end of year2011-06-30$2,777,838
Value of total assets at beginning of year2011-06-30$2,222,048
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$472
Total interest from all sources2011-06-30$38,421
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$5,000,000
If this is an individual account plan, was there a blackout period2011-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-06-30$0
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Contributions received from participants2011-06-30$133,900
Participant contributions at end of year2011-06-30$140,478
Participant contributions at beginning of year2011-06-30$94,582
Income. Received or receivable in cash from other sources (including rollovers)2011-06-30$7,015
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$555,790
Value of net assets at end of year (total assets less liabilities)2011-06-30$2,777,838
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$2,222,048
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-06-30$1,551,640
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-06-30$1,167,976
Interest earned on other investments2011-06-30$38,421
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-06-30$1,085,720
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-06-30$959,490
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-06-30$351,112
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30No
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$234,512
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$208,698
Contract administrator fees2011-06-30$472
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30Yes
Opinion of an independent qualified public accountant for this plan2011-06-30Disclaimer
Accountancy firm name2011-06-30RANDOLPH SCOTT & COMPANY
Accountancy firm EIN2011-06-30237218859
2010 : 4C'S OF ALAMEDA COUNTY 403(B) PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-06-30$0

Form 5500 Responses for 4C'S OF ALAMEDA COUNTY 403(B) PLAN

2019: 4C'S OF ALAMEDA COUNTY 403(B) PLAN 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Submission has been amendedNo
2019-07-01This submission is the final filingNo
2019-07-01This return/report is a short plan year return/report (less than 12 months)No
2019-07-01Plan is a collectively bargained planNo
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement - TrustYes
2018: 4C'S OF ALAMEDA COUNTY 403(B) PLAN 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Submission has been amendedNo
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planNo
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement - TrustYes
2017: 4C'S OF ALAMEDA COUNTY 403(B) PLAN 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Submission has been amendedNo
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planNo
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement - TrustYes
2016: 4C'S OF ALAMEDA COUNTY 403(B) PLAN 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement - TrustYes
2015: 4C'S OF ALAMEDA COUNTY 403(B) PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement - TrustYes
2014: 4C'S OF ALAMEDA COUNTY 403(B) PLAN 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement - TrustYes
2013: 4C'S OF ALAMEDA COUNTY 403(B) PLAN 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedYes
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement - TrustYes
2009: 4C'S OF ALAMEDA COUNTY 403(B) PLAN 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedNo
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – InsuranceYes
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement – InsuranceYes
2009-07-01Plan benefit arrangement - TrustYes
2008: 4C'S OF ALAMEDA COUNTY 403(B) PLAN 2008 form 5500 responses
2008-07-01Type of plan entitySingle employer plan
2008-07-01Submission has been amendedNo
2008-07-01This submission is the final filingNo
2008-07-01This return/report is a short plan year return/report (less than 12 months)No
2008-07-01Plan is a collectively bargained planNo

Insurance Providers Used on plan

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number47707
Policy instance 2
Insurance contract or identification number47707
Number of Individuals Covered0
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit 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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR33533
Policy instance 1
Insurance contract or identification numberCR33533
Number of Individuals Covered47
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Total amount of commissions paid to insurance brokerUSD $9,333
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $9,333
Insurance broker organization code?4
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number47707
Policy instance 2
Insurance contract or identification number47707
Number of Individuals Covered41
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR33533
Policy instance 1
Insurance contract or identification numberCR33533
Number of Individuals Covered59
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Total amount of commissions paid to insurance brokerUSD $9,830
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $9,830
Insurance broker organization code?4
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number47707
Policy instance 2
Insurance contract or identification number47707
Number of Individuals Covered41
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR33533
Policy instance 1
Insurance contract or identification numberCR33533
Number of Individuals Covered61
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $9,799
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR33533
Policy instance 1
Insurance contract or identification numberCR33533
Number of Individuals Covered71
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Total amount of commissions paid to insurance brokerUSD $2,181
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,181
Insurance broker organization code?4
Insurance broker nameLINCOLN FINANCIAL ADVISORS
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number47707
Policy instance 2
Insurance contract or identification number47707
Number of Individuals Covered42
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR33533
Policy instance 1
Insurance contract or identification numberCR33533
Number of Individuals Covered81
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Total amount of commissions paid to insurance brokerUSD $4,966
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,966
Insurance broker organization code?4
Insurance broker nameLINCOLN FINANCIAL ADVISORS
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-BO-UA60
Policy instance 3
Insurance contract or identification numberGAP-BO-UA60
Number of Individuals Covered0
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number47707
Policy instance 2
Insurance contract or identification number47707
Number of Individuals Covered43
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR33533
Policy instance 1
Insurance contract or identification numberCR33533
Number of Individuals Covered99
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Total amount of commissions paid to insurance brokerUSD $11,028
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number47707
Policy instance 2
Insurance contract or identification number47707
Number of Individuals Covered56
Insurance policy start date2010-07-01
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 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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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