401k Plan data: VALIC 403(B) PLAN plan

VALIC 403(B) PLAN 401k Plan overview

Plan Name	VALIC 403(B) PLAN
Plan identification number	002

VALIC 403(B) PLAN Benefits

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

401k Sponsoring company profile

CURRY SENIOR CENTER has sponsored the creation of one or more 401k plans.

Company Name: CURRY SENIOR CENTER

Employer identification number (EIN): 237362588

NAIC Classification: 624100
NAIC Description: Individual and Family Services

Additional information about CURRY SENIOR CENTER

Jurisdiction of Incorporation: California Department of State

Incorporation Date:

Company Identification Number: C0672617

More information about CURRY SENIOR CENTER

Form 5500 Filing Information

Submission information for form 5500 for 401k plan VALIC 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2021-07-01 DAVID KNEGO 2023-01-26
002 2019-07-01 DAVID KNEGO 2023-01-26
002 2018-07-01 DAVID KNEGO 2021-05-12 DAVID KNEGO 2021-05-12
002 2017-07-01 DAVID KNEGO DAVID KNEGO 2018-11-21
002 2016-07-01 DAVID KNEGO DAVID KNEGO 2017-11-30
002 2016-07-01 DAVID KNEGO 2017-11-24
002 2015-07-01 DAVID KNEGO
002 2014-07-01 DAVID KNEGO
002 2013-07-01 DAVID KNEGO
002 2012-07-01 DAVID KNEGO
002 2011-07-01 DAVID KNEGO
002 2010-07-01 DAVID KNEGO
002 2009-07-01 DAVID KNEGO
002 2009-07-01 DAVID KNEGO
002 2008-07-01 DAVID KNEGO
002 2008-07-01 DAVID KNEGO

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2021-07-01	DAVID KNEGO	2023-01-26
002	2019-07-01	DAVID KNEGO	2023-01-26
002	2018-07-01	DAVID KNEGO	2021-05-12	DAVID KNEGO	2021-05-12
002	2017-07-01	DAVID KNEGO		DAVID KNEGO	2018-11-21
002	2016-07-01	DAVID KNEGO		DAVID KNEGO	2017-11-30
002	2016-07-01			DAVID KNEGO	2017-11-24
002	2015-07-01	DAVID KNEGO
002	2014-07-01	DAVID KNEGO
002	2013-07-01	DAVID KNEGO
002	2012-07-01	DAVID KNEGO
002	2011-07-01	DAVID KNEGO
002	2010-07-01	DAVID KNEGO
002	2009-07-01	DAVID KNEGO
002	2009-07-01	DAVID KNEGO
002	2008-07-01	DAVID KNEGO
002	2008-07-01	DAVID KNEGO

Plan Statistics for VALIC 403(B) PLAN

401k plan membership statisitcs for VALIC 403(B) PLAN

Measure Date Value
2017: VALIC 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-07-01 69
Total number of active participants reported on line 7a of the Form 5500 2017-07-01 28
Number of retired or separated participants receiving benefits 2017-07-01 0
Number of other retired or separated participants entitled to future benefits 2017-07-01 43
Total of all active and inactive participants 2017-07-01 71
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-07-01 0
Total participants 2017-07-01 71
Number of participants with account balances 2017-07-01 71
2016: VALIC 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-07-01 66
Total number of active participants reported on line 7a of the Form 5500 2016-07-01 28
Number of retired or separated participants receiving benefits 2016-07-01 0
Number of other retired or separated participants entitled to future benefits 2016-07-01 41
Total of all active and inactive participants 2016-07-01 69
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-07-01 0
Total participants 2016-07-01 69
Number of participants with account balances 2016-07-01 69
2015: VALIC 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-07-01 66
Total number of active participants reported on line 7a of the Form 5500 2015-07-01 26
Number of retired or separated participants receiving benefits 2015-07-01 0
Number of other retired or separated participants entitled to future benefits 2015-07-01 40
Total of all active and inactive participants 2015-07-01 66
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-07-01 0
Total participants 2015-07-01 66
Number of participants with account balances 2015-07-01 66
2014: VALIC 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-07-01 68
Total number of active participants reported on line 7a of the Form 5500 2014-07-01 29
Number of other retired or separated participants entitled to future benefits 2014-07-01 39
Total of all active and inactive participants 2014-07-01 68
Total participants 2014-07-01 68
Number of participants with account balances 2014-07-01 66
2013: VALIC 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-07-01 65
Total number of active participants reported on line 7a of the Form 5500 2013-07-01 27
Number of retired or separated participants receiving benefits 2013-07-01 0
Number of other retired or separated participants entitled to future benefits 2013-07-01 41
Total of all active and inactive participants 2013-07-01 68
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-07-01 0
Total participants 2013-07-01 68
Number of participants with account balances 2013-07-01 68
2012: VALIC 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-07-01 58
Total number of active participants reported on line 7a of the Form 5500 2012-07-01 23
Number of retired or separated participants receiving benefits 2012-07-01 0
Number of other retired or separated participants entitled to future benefits 2012-07-01 42
Total of all active and inactive participants 2012-07-01 65
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-07-01 0
Total participants 2012-07-01 65
Number of participants with account balances 2012-07-01 65
2011: VALIC 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-07-01 62
Total number of active participants reported on line 7a of the Form 5500 2011-07-01 24
Number of retired or separated participants receiving benefits 2011-07-01 0
Number of other retired or separated participants entitled to future benefits 2011-07-01 34
Total of all active and inactive participants 2011-07-01 58
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-07-01 1
Total participants 2011-07-01 59
Number of participants with account balances 2011-07-01 58
2010: VALIC 403(B) PLAN 2010 401k membership
Total participants, beginning-of-year 2010-07-01 55
Total number of active participants reported on line 7a of the Form 5500 2010-07-01 27
Number of retired or separated participants receiving benefits 2010-07-01 0
Number of other retired or separated participants entitled to future benefits 2010-07-01 36
Total of all active and inactive participants 2010-07-01 63
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-07-01 0
Total participants 2010-07-01 63
Number of participants with account balances 2010-07-01 62
2009: VALIC 403(B) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-07-01 49
Total number of active participants reported on line 7a of the Form 5500 2009-07-01 19
Number of other retired or separated participants entitled to future benefits 2009-07-01 36
Total of all active and inactive participants 2009-07-01 55
Total participants 2009-07-01 55
Number of retired or separated participants receiving benefits 2009-07-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-07-01 0
Number of participants with account balances 2009-07-01 55
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-07-01 0
2008: VALIC 403(B) PLAN 2008 401k membership
Total participants, beginning-of-year 2008-07-01 46
Total number of active participants reported on line 7a of the Form 5500 2008-07-01 11
Number of other retired or separated participants entitled to future benefits 2008-07-01 38
Total of all active and inactive participants 2008-07-01 49
Total participants 2008-07-01 49
Number of retired or separated participants receiving benefits 2008-07-01 2
Number of participants with account balances 2008-07-01 49
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2008-07-01 3

Measure	Date	Value
2017: VALIC 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-07-01	69
Total number of active participants reported on line 7a of the Form 5500	2017-07-01	28
Number of retired or separated participants receiving benefits	2017-07-01	0
Number of other retired or separated participants entitled to future benefits	2017-07-01	43
Total of all active and inactive participants	2017-07-01	71
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-07-01	0
Total participants	2017-07-01	71
Number of participants with account balances	2017-07-01	71
2016: VALIC 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-07-01	66
Total number of active participants reported on line 7a of the Form 5500	2016-07-01	28
Number of retired or separated participants receiving benefits	2016-07-01	0
Number of other retired or separated participants entitled to future benefits	2016-07-01	41
Total of all active and inactive participants	2016-07-01	69
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-07-01	0
Total participants	2016-07-01	69
Number of participants with account balances	2016-07-01	69
2015: VALIC 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-07-01	66
Total number of active participants reported on line 7a of the Form 5500	2015-07-01	26
Number of retired or separated participants receiving benefits	2015-07-01	0
Number of other retired or separated participants entitled to future benefits	2015-07-01	40
Total of all active and inactive participants	2015-07-01	66
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-07-01	0
Total participants	2015-07-01	66
Number of participants with account balances	2015-07-01	66
2014: VALIC 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-07-01	68
Total number of active participants reported on line 7a of the Form 5500	2014-07-01	29
Number of other retired or separated participants entitled to future benefits	2014-07-01	39
Total of all active and inactive participants	2014-07-01	68
Total participants	2014-07-01	68
Number of participants with account balances	2014-07-01	66
2013: VALIC 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-07-01	65
Total number of active participants reported on line 7a of the Form 5500	2013-07-01	27
Number of retired or separated participants receiving benefits	2013-07-01	0
Number of other retired or separated participants entitled to future benefits	2013-07-01	41
Total of all active and inactive participants	2013-07-01	68
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-07-01	0
Total participants	2013-07-01	68
Number of participants with account balances	2013-07-01	68
2012: VALIC 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-07-01	58
Total number of active participants reported on line 7a of the Form 5500	2012-07-01	23
Number of retired or separated participants receiving benefits	2012-07-01	0
Number of other retired or separated participants entitled to future benefits	2012-07-01	42
Total of all active and inactive participants	2012-07-01	65
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-07-01	0
Total participants	2012-07-01	65
Number of participants with account balances	2012-07-01	65
2011: VALIC 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-07-01	62
Total number of active participants reported on line 7a of the Form 5500	2011-07-01	24
Number of retired or separated participants receiving benefits	2011-07-01	0
Number of other retired or separated participants entitled to future benefits	2011-07-01	34
Total of all active and inactive participants	2011-07-01	58
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-07-01	1
Total participants	2011-07-01	59
Number of participants with account balances	2011-07-01	58
2010: VALIC 403(B) PLAN 2010 401k membership
Total participants, beginning-of-year	2010-07-01	55
Total number of active participants reported on line 7a of the Form 5500	2010-07-01	27
Number of retired or separated participants receiving benefits	2010-07-01	0
Number of other retired or separated participants entitled to future benefits	2010-07-01	36
Total of all active and inactive participants	2010-07-01	63
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-07-01	0
Total participants	2010-07-01	63
Number of participants with account balances	2010-07-01	62
2009: VALIC 403(B) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-07-01	49
Total number of active participants reported on line 7a of the Form 5500	2009-07-01	19
Number of other retired or separated participants entitled to future benefits	2009-07-01	36
Total of all active and inactive participants	2009-07-01	55
Total participants	2009-07-01	55
Number of retired or separated participants receiving benefits	2009-07-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-07-01	0
Number of participants with account balances	2009-07-01	55
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-07-01	0
2008: VALIC 403(B) PLAN 2008 401k membership
Total participants, beginning-of-year	2008-07-01	46
Total number of active participants reported on line 7a of the Form 5500	2008-07-01	11
Number of other retired or separated participants entitled to future benefits	2008-07-01	38
Total of all active and inactive participants	2008-07-01	49
Total participants	2008-07-01	49
Number of retired or separated participants receiving benefits	2008-07-01	2
Number of participants with account balances	2008-07-01	49
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2008-07-01	3

Financial Data on VALIC 403(B) PLAN

Measure	Date	Value
2018 : VALIC 403(B) PLAN 2018 401k financial data
Total income from all sources	2018-06-30	$204,655
Expenses. Total of all expenses incurred	2018-06-30	$23,186
Benefits paid (including direct rollovers)	2018-06-30	$22,070
Total plan assets at end of year	2018-06-30	$1,076,476
Total plan assets at beginning of year	2018-06-30	$895,007
Value of fidelity bond covering the plan	2018-06-30	$250,000
Total contributions received or receivable from participants	2018-06-30	$83,053
Expenses. Other expenses not covered elsewhere	2018-06-30	$1,116
Contributions received from other sources (not participants or employers)	2018-06-30	$-2,500
Other income received	2018-06-30	$79,884
Net income (gross income less expenses)	2018-06-30	$181,469
Net plan assets at end of year (total assets less liabilities)	2018-06-30	$1,076,476
Net plan assets at beginning of year (total assets less liabilities)	2018-06-30	$895,007
Total contributions received or receivable from employer(s)	2018-06-30	$44,218
2017 : VALIC 403(B) PLAN 2017 401k financial data
Total income from all sources	2017-06-30	$213,457
Expenses. Total of all expenses incurred	2017-06-30	$70,938
Benefits paid (including direct rollovers)	2017-06-30	$65,564
Total plan assets at end of year	2017-06-30	$895,007
Total plan assets at beginning of year	2017-06-30	$752,488
Value of fidelity bond covering the plan	2017-06-30	$250,000
Total contributions received or receivable from participants	2017-06-30	$69,673
Expenses. Other expenses not covered elsewhere	2017-06-30	$5,374
Contributions received from other sources (not participants or employers)	2017-06-30	$17,398
Other income received	2017-06-30	$92,367
Net income (gross income less expenses)	2017-06-30	$142,519
Net plan assets at end of year (total assets less liabilities)	2017-06-30	$895,007
Net plan assets at beginning of year (total assets less liabilities)	2017-06-30	$752,488
Total contributions received or receivable from employer(s)	2017-06-30	$34,019
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-06-30	$0
2016 : VALIC 403(B) PLAN 2016 401k financial data
Total income from all sources	2016-06-30	$108,477
Expenses. Total of all expenses incurred	2016-06-30	$59,306
Benefits paid (including direct rollovers)	2016-06-30	$52,075
Total plan assets at end of year	2016-06-30	$752,488
Total plan assets at beginning of year	2016-06-30	$703,317
Value of fidelity bond covering the plan	2016-06-30	$250,000
Total contributions received or receivable from participants	2016-06-30	$69,383
Expenses. Other expenses not covered elsewhere	2016-06-30	$7,231
Other income received	2016-06-30	$6,815
Net income (gross income less expenses)	2016-06-30	$49,171
Net plan assets at end of year (total assets less liabilities)	2016-06-30	$752,488
Net plan assets at beginning of year (total assets less liabilities)	2016-06-30	$703,317
Total contributions received or receivable from employer(s)	2016-06-30	$32,279
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-06-30	$0
2015 : VALIC 403(B) PLAN 2015 401k financial data
Total income from all sources	2015-06-30	$107,718
Expenses. Total of all expenses incurred	2015-06-30	$31,574
Benefits paid (including direct rollovers)	2015-06-30	$30,863
Total plan assets at end of year	2015-06-30	$703,317
Total plan assets at beginning of year	2015-06-30	$627,173
Value of fidelity bond covering the plan	2015-06-30	$250,000
Total contributions received or receivable from participants	2015-06-30	$52,085
Expenses. Other expenses not covered elsewhere	2015-06-30	$711
Contributions received from other sources (not participants or employers)	2015-06-30	$3,848
Other income received	2015-06-30	$18,707
Net income (gross income less expenses)	2015-06-30	$76,144
Net plan assets at end of year (total assets less liabilities)	2015-06-30	$703,317
Net plan assets at beginning of year (total assets less liabilities)	2015-06-30	$627,173
Total contributions received or receivable from employer(s)	2015-06-30	$33,078
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-06-30	$0
2014 : VALIC 403(B) PLAN 2014 401k financial data
Total income from all sources	2014-06-30	$146,038
Expenses. Total of all expenses incurred	2014-06-30	$12,040
Benefits paid (including direct rollovers)	2014-06-30	$11,395
Total plan assets at end of year	2014-06-30	$627,173
Total plan assets at beginning of year	2014-06-30	$493,175
Value of fidelity bond covering the plan	2014-06-30	$250,000
Total contributions received or receivable from participants	2014-06-30	$41,096
Expenses. Other expenses not covered elsewhere	2014-06-30	$645
Contributions received from other sources (not participants or employers)	2014-06-30	$3,505
Other income received	2014-06-30	$66,050
Net income (gross income less expenses)	2014-06-30	$133,998
Net plan assets at end of year (total assets less liabilities)	2014-06-30	$627,173
Net plan assets at beginning of year (total assets less liabilities)	2014-06-30	$493,175
Total contributions received or receivable from employer(s)	2014-06-30	$35,387
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-06-30	$0
2013 : VALIC 403(B) PLAN 2013 401k financial data
Total income from all sources	2013-06-30	$118,325
Expenses. Total of all expenses incurred	2013-06-30	$15,853
Benefits paid (including direct rollovers)	2013-06-30	$15,361
Total plan assets at end of year	2013-06-30	$493,175
Total plan assets at beginning of year	2013-06-30	$390,663
Value of fidelity bond covering the plan	2013-06-30	$250,000
Total contributions received or receivable from participants	2013-06-30	$40,869
Expenses. Other expenses not covered elsewhere	2013-06-30	$492
Contributions received from other sources (not participants or employers)	2013-06-30	$0
Other income received	2013-06-30	$43,160
Net income (gross income less expenses)	2013-06-30	$102,472
Net plan assets at end of year (total assets less liabilities)	2013-06-30	$493,175
Net plan assets at beginning of year (total assets less liabilities)	2013-06-30	$390,663
Total contributions received or receivable from employer(s)	2013-06-30	$34,296
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-06-30	$0
2012 : VALIC 403(B) PLAN 2012 401k financial data
Total income from all sources	2012-06-30	$94,826
Expenses. Total of all expenses incurred	2012-06-30	$39,568
Benefits paid (including direct rollovers)	2012-06-30	$39,568
Total plan assets at end of year	2012-06-30	$390,663
Total plan assets at beginning of year	2012-06-30	$335,738
Value of fidelity bond covering the plan	2012-06-30	$250,000
Total contributions received or receivable from participants	2012-06-30	$61,960
Other income received	2012-06-30	$3,106
Net income (gross income less expenses)	2012-06-30	$55,258
Net plan assets at end of year (total assets less liabilities)	2012-06-30	$390,663
Net plan assets at beginning of year (total assets less liabilities)	2012-06-30	$335,738
Total contributions received or receivable from employer(s)	2012-06-30	$29,760
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-06-30	$0
2011 : VALIC 403(B) PLAN 2011 401k financial data
Total income from all sources	2011-06-30	$101,116
Expenses. Total of all expenses incurred	2011-06-30	$6,777
Benefits paid (including direct rollovers)	2011-06-30	$6,777
Total plan assets at end of year	2011-06-30	$335,738
Total plan assets at beginning of year	2011-06-30	$241,515
Value of fidelity bond covering the plan	2011-06-30	$250,000
Total contributions received or receivable from participants	2011-06-30	$43,795
Other income received	2011-06-30	$29,425
Net income (gross income less expenses)	2011-06-30	$94,339
Net plan assets at end of year (total assets less liabilities)	2011-06-30	$335,738
Net plan assets at beginning of year (total assets less liabilities)	2011-06-30	$241,515
Total contributions received or receivable from employer(s)	2011-06-30	$27,896
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-06-30	$0
2010 : VALIC 403(B) PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-06-30	$0

Form 5500 Responses for VALIC 403(B) PLAN

2017: VALIC 403(B) PLAN 2017 form 5500 responses
2017-07-01	Type of plan entity	Single employer plan
2017-07-01	Submission has been amended	Yes
2017-07-01	This submission is the final filing	No
2017-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-07-01	Plan is a collectively bargained plan	No
2017-07-01	Plan funding arrangement – Insurance	Yes
2017-07-01	Plan funding arrangement – Trust	Yes
2017-07-01	Plan benefit arrangement – Insurance	Yes
2017-07-01	Plan benefit arrangement - Trust	Yes
2016: VALIC 403(B) PLAN 2016 form 5500 responses
2016-07-01	Type of plan entity	Single employer plan
2016-07-01	Submission has been amended	Yes
2016-07-01	This submission is the final filing	No
2016-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-07-01	Plan is a collectively bargained plan	No
2016-07-01	Plan funding arrangement – Insurance	Yes
2016-07-01	Plan funding arrangement – Trust	Yes
2016-07-01	Plan benefit arrangement – Insurance	Yes
2016-07-01	Plan benefit arrangement - Trust	Yes
2015: VALIC 403(B) PLAN 2015 form 5500 responses
2015-07-01	Type of plan entity	Single employer plan
2015-07-01	Submission has been amended	Yes
2015-07-01	This submission is the final filing	No
2015-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-07-01	Plan is a collectively bargained plan	No
2015-07-01	Plan funding arrangement – Insurance	Yes
2015-07-01	Plan funding arrangement – Trust	Yes
2015-07-01	Plan benefit arrangement – Insurance	Yes
2015-07-01	Plan benefit arrangement - Trust	Yes
2014: VALIC 403(B) PLAN 2014 form 5500 responses
2014-07-01	Type of plan entity	Single employer plan
2014-07-01	Submission has been amended	Yes
2014-07-01	This submission is the final filing	No
2014-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-07-01	Plan is a collectively bargained plan	No
2014-07-01	Plan funding arrangement – Insurance	Yes
2014-07-01	Plan funding arrangement – Trust	Yes
2014-07-01	Plan benefit arrangement – Insurance	Yes
2014-07-01	Plan benefit arrangement - Trust	Yes
2013: VALIC 403(B) PLAN 2013 form 5500 responses
2013-07-01	Type of plan entity	Single employer plan
2013-07-01	Submission has been amended	Yes
2013-07-01	This submission is the final filing	No
2013-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-07-01	Plan is a collectively bargained plan	No
2013-07-01	Plan funding arrangement – Insurance	Yes
2013-07-01	Plan funding arrangement – Trust	Yes
2013-07-01	Plan benefit arrangement – Insurance	Yes
2013-07-01	Plan benefit arrangement - Trust	Yes
2012: VALIC 403(B) PLAN 2012 form 5500 responses
2012-07-01	Type of plan entity	Single employer plan
2012-07-01	Submission has been amended	Yes
2012-07-01	This submission is the final filing	No
2012-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-07-01	Plan is a collectively bargained plan	No
2012-07-01	Plan funding arrangement – Insurance	Yes
2012-07-01	Plan funding arrangement – Trust	Yes
2012-07-01	Plan benefit arrangement – Insurance	Yes
2012-07-01	Plan benefit arrangement - Trust	Yes
2011: VALIC 403(B) PLAN 2011 form 5500 responses
2011-07-01	Type of plan entity	Single employer plan
2011-07-01	Submission has been amended	Yes
2011-07-01	This submission is the final filing	No
2011-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-07-01	Plan is a collectively bargained plan	No
2011-07-01	Plan funding arrangement – Insurance	Yes
2011-07-01	Plan funding arrangement – Trust	Yes
2011-07-01	Plan benefit arrangement – Insurance	Yes
2011-07-01	Plan benefit arrangement - Trust	Yes
2010: VALIC 403(B) PLAN 2010 form 5500 responses
2010-07-01	Type of plan entity	Single employer plan
2010-07-01	Submission has been amended	Yes
2010-07-01	This submission is the final filing	No
2010-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-07-01	Plan is a collectively bargained plan	No
2010-07-01	Plan funding arrangement – Insurance	Yes
2010-07-01	Plan funding arrangement – Trust	Yes
2010-07-01	Plan benefit arrangement – Insurance	Yes
2010-07-01	Plan benefit arrangement - Trust	Yes
2009: VALIC 403(B) PLAN 2009 form 5500 responses
2009-07-01	Type of plan entity	Single employer plan
2009-07-01	Submission has been amended	No
2009-07-01	This submission is the final filing	No
2009-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-07-01	Plan is a collectively bargained plan	No
2009-07-01	Plan funding arrangement – Insurance	Yes
2009-07-01	Plan funding arrangement – Trust	Yes
2009-07-01	Plan benefit arrangement – Insurance	Yes
2009-07-01	Plan benefit arrangement - Trust	Yes
2008: VALIC 403(B) PLAN 2008 form 5500 responses
2008-07-01	Type of plan entity	Single employer plan
2008-07-01	First time form 5500 has been submitted	Yes
2008-07-01	Submission has been amended	No
2008-07-01	This submission is the final filing	No
2008-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2008-07-01	Plan is a collectively bargained plan	No
2008-07-01	Plan funding arrangement – Insurance	Yes
2008-07-01	Plan benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )

Policy contract number

57540

Policy instance

Insurance contract or identification number	57540
Number of Individuals Covered	71
Insurance policy start date	2017-07-01
Insurance policy end date	2018-06-30
Total amount of commissions paid to insurance broker	USD $2,717
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	1
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 Broker	USD $235
Insurance broker organization code?	3
Amount paid for insurance broker fees	22
Insurance broker name	FREEMAN, CARNELL A

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Company Name:	CURRY SENIOR CENTER
Employer identification number (EIN):	237362588
NAIC Classification:	624100
NAIC Description:	Individual and Family Services

Jurisdiction of Incorporation:	California Department of State
Incorporation Date:
Company Identification Number:	C0672617