401k Plan data: TAX DEFERRED ANNUITY PLAN OF CARRIAGE HOUSE CHILDREN S CENTER plan

TAX DEFERRED ANNUITY PLAN OF CARRIAGE HOUSE CHILDREN S CENTER 401k Plan overview

Plan Name	TAX DEFERRED ANNUITY PLAN OF CARRIAGE HOUSE CHILDREN S CENTER
Plan identification number	001

TAX DEFERRED ANNUITY PLAN OF CARRIAGE HOUSE CHILDREN S CENTER Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

CARRIAGE HOUSE CHILDRENS CENTER has sponsored the creation of one or more 401k plans.

Company Name: CARRIAGE HOUSE CHILDRENS CENTER

Employer identification number (EIN): 251260362

NAIC Classification: 624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TAX DEFERRED ANNUITY PLAN OF CARRIAGE HOUSE CHILDREN S CENTER

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 SHARON AMICK 2023-07-13
001 2021-01-01 SHARON AMICK 2022-07-13
001 2020-01-01 SHARON AMICK 2021-09-30
001 2019-01-01 SHARON AMICK 2020-10-13
001 2018-01-01 SHARON AMICK 2019-10-14
001 2017-01-01 JULIE S GELMAN 2018-06-04 JULIE S GELMAN 2018-06-04
001 2016-01-01 JULIE S. GELMAN 2017-04-11 JULIE S. GELMAN 2017-04-11
001 2015-01-01 JULIE S. GELMAN 2016-07-25 JULIE S. GELMAN 2016-07-25
001 2014-01-01 JULIE GELMAN JULIE GELMAN 2015-10-05
001 2013-01-01 CHRISTINE SCHRON 2014-06-06 CHRISTINE SCHRON 2014-06-06
001 2012-01-01 CHRISTINE SCHRON 2013-06-13 CHRISTINE SCHRON 2013-06-13
001 2011-01-01 CHRISTINE SCHRON 2012-06-01 CHRISTINE SCHRON 2012-06-01
001 2010-01-01 CHRISTINE SCHRON 2011-06-01 CHRISTINE SCHRON 2011-06-01

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01	SHARON AMICK	2023-07-13
001	2021-01-01	SHARON AMICK	2022-07-13
001	2020-01-01	SHARON AMICK	2021-09-30
001	2019-01-01	SHARON AMICK	2020-10-13
001	2018-01-01	SHARON AMICK	2019-10-14
001	2017-01-01	JULIE S GELMAN	2018-06-04	JULIE S GELMAN	2018-06-04
001	2016-01-01	JULIE S. GELMAN	2017-04-11	JULIE S. GELMAN	2017-04-11
001	2015-01-01	JULIE S. GELMAN	2016-07-25	JULIE S. GELMAN	2016-07-25
001	2014-01-01	JULIE GELMAN		JULIE GELMAN	2015-10-05
001	2013-01-01	CHRISTINE SCHRON	2014-06-06	CHRISTINE SCHRON	2014-06-06
001	2012-01-01	CHRISTINE SCHRON	2013-06-13	CHRISTINE SCHRON	2013-06-13
001	2011-01-01	CHRISTINE SCHRON	2012-06-01	CHRISTINE SCHRON	2012-06-01
001	2010-01-01	CHRISTINE SCHRON	2011-06-01	CHRISTINE SCHRON	2011-06-01

Plan Statistics for TAX DEFERRED ANNUITY PLAN OF CARRIAGE HOUSE CHILDREN S CENTER

401k plan membership statisitcs for TAX DEFERRED ANNUITY PLAN OF CARRIAGE HOUSE CHILDREN S CENTER

Measure Date Value
2020: TAX DEFERRED ANNUITY PLAN OF CARRIAGE HOUSE CHILDREN S CENTER 2020 401k membership
Total participants, beginning-of-year 2020-01-01 126
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 99
Number of other retired or separated participants entitled to future benefits 2020-01-01 15
Total of all active and inactive participants 2020-01-01 114
Total participants 2020-01-01 114
Number of participants with account balances 2020-01-01 26
2019: TAX DEFERRED ANNUITY PLAN OF CARRIAGE HOUSE CHILDREN S CENTER 2019 401k membership
Total participants, beginning-of-year 2019-01-01 165
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 116
Number of other retired or separated participants entitled to future benefits 2019-01-01 10
Total of all active and inactive participants 2019-01-01 126
Total participants 2019-01-01 126
Number of participants with account balances 2019-01-01 21
2018: TAX DEFERRED ANNUITY PLAN OF CARRIAGE HOUSE CHILDREN S CENTER 2018 401k membership
Total participants, beginning-of-year 2018-01-01 142
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 156
Number of other retired or separated participants entitled to future benefits 2018-01-01 9
Total of all active and inactive participants 2018-01-01 165
Total participants 2018-01-01 165
Number of participants with account balances 2018-01-01 21
2014: TAX DEFERRED ANNUITY PLAN OF CARRIAGE HOUSE CHILDREN S CENTER 2014 401k membership
Total participants, beginning-of-year 2014-01-01 110
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 74
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 9
Total of all active and inactive participants 2014-01-01 83
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 83
Number of participants with account balances 2014-01-01 25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0

Measure	Date	Value
2020: TAX DEFERRED ANNUITY PLAN OF CARRIAGE HOUSE CHILDREN S CENTER 2020 401k membership
Total participants, beginning-of-year	2020-01-01	126
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	99
Number of other retired or separated participants entitled to future benefits	2020-01-01	15
Total of all active and inactive participants	2020-01-01	114
Total participants	2020-01-01	114
Number of participants with account balances	2020-01-01	26
2019: TAX DEFERRED ANNUITY PLAN OF CARRIAGE HOUSE CHILDREN S CENTER 2019 401k membership
Total participants, beginning-of-year	2019-01-01	165
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	116
Number of other retired or separated participants entitled to future benefits	2019-01-01	10
Total of all active and inactive participants	2019-01-01	126
Total participants	2019-01-01	126
Number of participants with account balances	2019-01-01	21
2018: TAX DEFERRED ANNUITY PLAN OF CARRIAGE HOUSE CHILDREN S CENTER 2018 401k membership
Total participants, beginning-of-year	2018-01-01	142
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	156
Number of other retired or separated participants entitled to future benefits	2018-01-01	9
Total of all active and inactive participants	2018-01-01	165
Total participants	2018-01-01	165
Number of participants with account balances	2018-01-01	21
2014: TAX DEFERRED ANNUITY PLAN OF CARRIAGE HOUSE CHILDREN S CENTER 2014 401k membership
Total participants, beginning-of-year	2014-01-01	110
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	74
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	9
Total of all active and inactive participants	2014-01-01	83
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	83
Number of participants with account balances	2014-01-01	25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0

Financial Data on TAX DEFERRED ANNUITY PLAN OF CARRIAGE HOUSE CHILDREN S CENTER

Measure	Date	Value
2020 : TAX DEFERRED ANNUITY PLAN OF CARRIAGE HOUSE CHILDREN S CENTER 2020 401k financial data
Total income from all sources (including contributions)	2020-12-31	$225,839
Total of all expenses incurred	2020-12-31	$143,124
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$142,996
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$22,364
Value of total assets at end of year	2020-12-31	$2,376,057
Value of total assets at beginning of year	2020-12-31	$2,293,342
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$128
Total interest from all sources	2020-12-31	$27,924
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Was this plan covered by a fidelity bond	2020-12-31	No
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$22,364
Participant contributions at end of year	2020-12-31	$0
Participant contributions at beginning of year	2020-12-31	$2,870
Administrative expenses (other) incurred	2020-12-31	$128
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$82,715
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$2,376,057
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$2,293,342
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in pooled separate accounts at end of year	2020-12-31	$1,425,739
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$1,364,880
Interest earned on other investments	2020-12-31	$27,924
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$950,318
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$925,592
Net investment gain/loss from pooled separate accounts	2020-12-31	$175,551
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$142,996
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	KENNETH M. WASSERMAN, CPA
Accountancy firm EIN	2020-12-31	251832693
2019 : TAX DEFERRED ANNUITY PLAN OF CARRIAGE HOUSE CHILDREN S CENTER 2019 401k financial data
Total income from all sources (including contributions)	2019-12-31	$379,605
Total income from all sources (including contributions)	2019-12-31	$379,605
Total of all expenses incurred	2019-12-31	$53,015
Total of all expenses incurred	2019-12-31	$53,015
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$52,882
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$52,882
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$65,869
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$65,869
Value of total assets at end of year	2019-12-31	$2,293,342
Value of total assets at end of year	2019-12-31	$2,293,342
Value of total assets at beginning of year	2019-12-31	$1,966,752
Value of total assets at beginning of year	2019-12-31	$1,966,752
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$133
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$133
Total interest from all sources	2019-12-31	$27,523
Total interest from all sources	2019-12-31	$27,523
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Was this plan covered by a fidelity bond	2019-12-31	No
Was this plan covered by a fidelity bond	2019-12-31	No
If this is an individual account plan, was there a blackout period	2019-12-31	No
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$34,418
Contributions received from participants	2019-12-31	$34,418
Participant contributions at end of year	2019-12-31	$2,870
Participant contributions at end of year	2019-12-31	$2,870
Participant contributions at beginning of year	2019-12-31	$2,870
Participant contributions at beginning of year	2019-12-31	$2,870
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$31,451
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$31,451
Administrative expenses (other) incurred	2019-12-31	$133
Administrative expenses (other) incurred	2019-12-31	$133
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$326,590
Value of net income/loss	2019-12-31	$326,590
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$2,293,342
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$2,293,342
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$1,966,752
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$1,966,752
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in pooled separate accounts at end of year	2019-12-31	$1,364,880
Value of interest in pooled separate accounts at end of year	2019-12-31	$1,364,880
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$1,040,720
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$1,040,720
Interest earned on other investments	2019-12-31	$27,523
Interest earned on other investments	2019-12-31	$27,523
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$925,592
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$925,592
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$923,162
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$923,162
Net investment gain/loss from pooled separate accounts	2019-12-31	$286,213
Net investment gain/loss from pooled separate accounts	2019-12-31	$286,213
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2019-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$52,882
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$52,882
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	KENNETH M. WASSERMAN, CPA
Accountancy firm name	2019-12-31	KENNETH M. WASSERMAN, CPA
Accountancy firm EIN	2019-12-31	251832693
Accountancy firm EIN	2019-12-31	251832693
2018 : TAX DEFERRED ANNUITY PLAN OF CARRIAGE HOUSE CHILDREN S CENTER 2018 401k financial data
Total income from all sources (including contributions)	2018-12-31	$70,861
Total of all expenses incurred	2018-12-31	$112,833
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$112,689
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$138,551
Value of total assets at end of year	2018-12-31	$1,966,752
Value of total assets at beginning of year	2018-12-31	$2,008,724
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$144
Total interest from all sources	2018-12-31	$27,174
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Was this plan covered by a fidelity bond	2018-12-31	No
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$36,340
Participant contributions at end of year	2018-12-31	$2,870
Participant contributions at beginning of year	2018-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$102,211
Administrative expenses (other) incurred	2018-12-31	$144
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-41,972
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$1,966,752
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$2,008,724
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in pooled separate accounts at end of year	2018-12-31	$1,040,720
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$1,163,829
Interest earned on other investments	2018-12-31	$27,174
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$923,162
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$844,895
Net investment gain/loss from pooled separate accounts	2018-12-31	$-94,864
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$112,689
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	KENNETH M. WASSERMAN, CPA
Accountancy firm EIN	2018-12-31	251832693
2014 : TAX DEFERRED ANNUITY PLAN OF CARRIAGE HOUSE CHILDREN S CENTER 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$168,080
Expenses. Total of all expenses incurred	2014-12-31	$39,756
Benefits paid (including direct rollovers)	2014-12-31	$39,503
Total plan assets at end of year	2014-12-31	$1,732,514
Total plan assets at beginning of year	2014-12-31	$1,604,190
Value of fidelity bond covering the plan	2014-12-31	$100,000
Total contributions received or receivable from participants	2014-12-31	$60,258
Expenses. Other expenses not covered elsewhere	2014-12-31	$253
Contributions received from other sources (not participants or employers)	2014-12-31	$4,027
Other income received	2014-12-31	$103,795
Net income (gross income less expenses)	2014-12-31	$128,324
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,732,514
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,604,190
Total contributions received or receivable from employer(s)	2014-12-31	$0
Value of certain deemed distributions of participant loans	2014-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0

Form 5500 Responses for TAX DEFERRED ANNUITY PLAN OF CARRIAGE HOUSE CHILDREN S CENTER

2020: TAX DEFERRED ANNUITY PLAN OF CARRIAGE HOUSE CHILDREN S CENTER 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2019: TAX DEFERRED ANNUITY PLAN OF CARRIAGE HOUSE CHILDREN S CENTER 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2018: TAX DEFERRED ANNUITY PLAN OF CARRIAGE HOUSE CHILDREN S CENTER 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2014: TAX DEFERRED ANNUITY PLAN OF CARRIAGE HOUSE CHILDREN S CENTER 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

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

Policy contract number

007072E

Policy instance

Insurance contract or identification number	007072E
Number of Individuals Covered	26
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $120
Contracts With Unallocated Funds Deposit Administration	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	120
Additional information about fees paid to insurance broker	PORTION OF INCENTIVE COMP PROGRAM
Insurance broker organization code?	3

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

Policy contract number

007072E

Policy instance

Insurance contract or identification number	007072E
Number of Individuals Covered	21
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $163
Contracts With Unallocated Funds Deposit Administration	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	163
Additional information about fees paid to insurance broker	PORTION OF INCENTIVE COMP PROGRAM
Insurance broker organization code?	3

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

Policy contract number

007072E

Policy instance

Insurance contract or identification number	007072E
Number of Individuals Covered	22
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $241
Contracts With Unallocated Funds Deposit Administration	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	241
Additional information about fees paid to insurance broker	PORTION OF INCENTIVE COMP PROGRAM
Insurance broker organization code?	3

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

Policy contract number

007072E

Policy instance

Insurance contract or identification number	007072E
Number of Individuals Covered	25
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $37
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 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 $0
Amount paid for insurance broker fees	37
Additional information about fees paid to insurance broker	PORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?	3
Insurance broker name	PITTSBURGH REGIONAL OFFICE

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Company Name:	CARRIAGE HOUSE CHILDRENS CENTER
Employer identification number (EIN):	251260362
NAIC Classification:	624100
NAIC Description:	Individual and Family Services