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THREE RIVERS ADOPTION COUNCIL DEFINED CONTRIBUTION PENSION AND TAX DEFERRED ANNUITY FUND 401k Plan overview

Plan NameTHREE RIVERS ADOPTION COUNCIL DEFINED CONTRIBUTION PENSION AND TAX DEFERRED ANNUITY FUND
Plan identification number 001

THREE RIVERS ADOPTION COUNCIL DEFINED CONTRIBUTION PENSION AND TAX DEFERRED ANNUITY FUND Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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

THREE RIVERS ADOPTION COUNCIL has sponsored the creation of one or more 401k plans.

Company Name:THREE RIVERS ADOPTION COUNCIL
Employer identification number (EIN):251383638
NAIC Classification:624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THREE RIVERS ADOPTION COUNCIL DEFINED CONTRIBUTION PENSION AND TAX DEFERRED ANNUITY FUND

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01EILEEN GRANDE2023-07-10
0012021-01-01EILEEN GRANDE2022-06-28
0012020-01-01JOSEPH COX2021-10-04
0012019-01-01
0012019-01-01JOSEPH COX2021-10-04
0012018-01-01
0012018-01-01JOSEPH COX2021-10-04
0012017-01-01JACQUELINE WILSON
0012017-01-01JOSEPH COX2021-10-04
0012016-01-01JACQUELINE WILSON
0012016-01-01JOSEPH COX2021-10-04
0012015-01-01JACQUELINE WILSON
0012015-01-01JOSEPH COX2021-10-04
0012014-01-01JACQUELINE WILSON
0012014-01-01JOSEPH COX2021-10-04
0012013-01-01JACQUELINE WILSON
0012013-01-01JOSEPH COX2021-10-04
0012012-01-01JACQUELINE WILSON
0012012-01-01JOSEPH COX2021-10-04
0012011-01-01JACQUELINE WILSON
0012011-01-01JOSEPH COX2021-10-04
0012010-01-01JOSEPH COX2021-10-04
0012009-01-01JACQUELINE WILSON
0012009-01-01JOSEPH COX2021-10-04
0012008-01-01

Plan Statistics for THREE RIVERS ADOPTION COUNCIL DEFINED CONTRIBUTION PENSION AND TAX DEFERRED ANNUITY FUND

401k plan membership statisitcs for THREE RIVERS ADOPTION COUNCIL DEFINED CONTRIBUTION PENSION AND TAX DEFERRED ANNUITY FUND

Measure Date Value
2019: THREE RIVERS ADOPTION COUNCIL DEFINED CONTRIBUTION PENSION AND TAX DEFERRED ANNUITY FUND 2019 401k membership
Total participants, beginning-of-year2019-01-0151
Total number of active participants reported on line 7a of the Form 55002019-01-0144
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0118
Total of all active and inactive participants2019-01-0162
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0162
Number of participants with account balances2019-01-0161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: THREE RIVERS ADOPTION COUNCIL DEFINED CONTRIBUTION PENSION AND TAX DEFERRED ANNUITY FUND 2018 401k membership
Total participants, beginning-of-year2018-01-0139
Total number of active participants reported on line 7a of the Form 55002018-01-0133
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0118
Total of all active and inactive participants2018-01-0151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0151
Number of participants with account balances2018-01-0151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-012
2017: THREE RIVERS ADOPTION COUNCIL DEFINED CONTRIBUTION PENSION AND TAX DEFERRED ANNUITY FUND 2017 401k membership
Total participants, beginning-of-year2017-01-0149
Total number of active participants reported on line 7a of the Form 55002017-01-0124
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0115
Total of all active and inactive participants2017-01-0139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0139
Number of participants with account balances2017-01-0136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-013
2016: THREE RIVERS ADOPTION COUNCIL DEFINED CONTRIBUTION PENSION AND TAX DEFERRED ANNUITY FUND 2016 401k membership
Total participants, beginning-of-year2016-01-0147
Total number of active participants reported on line 7a of the Form 55002016-01-0131
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0118
Total of all active and inactive participants2016-01-0149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0149
Number of participants with account balances2016-01-0149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-017
2015: THREE RIVERS ADOPTION COUNCIL DEFINED CONTRIBUTION PENSION AND TAX DEFERRED ANNUITY FUND 2015 401k membership
Total participants, beginning-of-year2015-01-0145
Total number of active participants reported on line 7a of the Form 55002015-01-0134
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0113
Total of all active and inactive participants2015-01-0147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0147
Number of participants with account balances2015-01-0147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-011
2014: THREE RIVERS ADOPTION COUNCIL DEFINED CONTRIBUTION PENSION AND TAX DEFERRED ANNUITY FUND 2014 401k membership
Total participants, beginning-of-year2014-01-0143
Total number of active participants reported on line 7a of the Form 55002014-01-0132
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0113
Total of all active and inactive participants2014-01-0145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0145
Number of participants with account balances2014-01-0145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-012
2013: THREE RIVERS ADOPTION COUNCIL DEFINED CONTRIBUTION PENSION AND TAX DEFERRED ANNUITY FUND 2013 401k membership
Total participants, beginning-of-year2013-01-0134
Total number of active participants reported on line 7a of the Form 55002013-01-0134
Number of other retired or separated participants entitled to future benefits2013-01-019
Total of all active and inactive participants2013-01-0143
Total participants2013-01-0143
Number of participants with account balances2013-01-0134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: THREE RIVERS ADOPTION COUNCIL DEFINED CONTRIBUTION PENSION AND TAX DEFERRED ANNUITY FUND 2012 401k membership
Total participants, beginning-of-year2012-01-0138
Total number of active participants reported on line 7a of the Form 55002012-01-0124
Number of other retired or separated participants entitled to future benefits2012-01-0110
Total of all active and inactive participants2012-01-0134
Total participants2012-01-0134
Number of participants with account balances2012-01-0134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: THREE RIVERS ADOPTION COUNCIL DEFINED CONTRIBUTION PENSION AND TAX DEFERRED ANNUITY FUND 2011 401k membership
Total participants, beginning-of-year2011-01-0129
Total number of active participants reported on line 7a of the Form 55002011-01-0126
Number of other retired or separated participants entitled to future benefits2011-01-0112
Total of all active and inactive participants2011-01-0138
Total participants2011-01-0138
Number of participants with account balances2011-01-0138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-011
2009: THREE RIVERS ADOPTION COUNCIL DEFINED CONTRIBUTION PENSION AND TAX DEFERRED ANNUITY FUND 2009 401k membership
Total participants, beginning-of-year2009-01-0119
Total number of active participants reported on line 7a of the Form 55002009-01-0120
Number of retired or separated participants receiving benefits2009-01-0112
Total of all active and inactive participants2009-01-0132
Total participants2009-01-0132
Number of participants with account balances2009-01-0132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-014

Financial Data on THREE RIVERS ADOPTION COUNCIL DEFINED CONTRIBUTION PENSION AND TAX DEFERRED ANNUITY FUND

Measure Date Value
2019 : THREE RIVERS ADOPTION COUNCIL DEFINED CONTRIBUTION PENSION AND TAX DEFERRED ANNUITY FUND 2019 401k financial data
Total income from all sources2019-12-31$248,134
Expenses. Total of all expenses incurred2019-12-31$13,561
Total plan assets at end of year2019-12-31$1,197,458
Total plan assets at beginning of year2019-12-31$962,885
Value of fidelity bond covering the plan2019-12-31$100,000
Total contributions received or receivable from participants2019-12-31$21,979
Expenses. Other expenses not covered elsewhere2019-12-31$13,042
Other income received2019-12-31$164,371
Net income (gross income less expenses)2019-12-31$234,573
Net plan assets at end of year (total assets less liabilities)2019-12-31$1,197,458
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$962,885
Assets. Value of participant loans2019-12-31$50,392
Total contributions received or receivable from employer(s)2019-12-31$61,784
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$519
2018 : THREE RIVERS ADOPTION COUNCIL DEFINED CONTRIBUTION PENSION AND TAX DEFERRED ANNUITY FUND 2018 401k financial data
Total income from all sources2018-12-31$14,816
Expenses. Total of all expenses incurred2018-12-31$453
Total plan assets at end of year2018-12-31$962,885
Total plan assets at beginning of year2018-12-31$948,522
Value of fidelity bond covering the plan2018-12-31$100,000
Total contributions received or receivable from participants2018-12-31$13,753
Other income received2018-12-31$-41,246
Net income (gross income less expenses)2018-12-31$14,363
Net plan assets at end of year (total assets less liabilities)2018-12-31$962,885
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$948,522
Assets. Value of participant loans2018-12-31$56,502
Total contributions received or receivable from employer(s)2018-12-31$42,309
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$453
2017 : THREE RIVERS ADOPTION COUNCIL DEFINED CONTRIBUTION PENSION AND TAX DEFERRED ANNUITY FUND 2017 401k financial data
Total income from all sources2017-12-31$153,906
Expenses. Total of all expenses incurred2017-12-31$86,222
Benefits paid (including direct rollovers)2017-12-31$61,610
Total plan assets at end of year2017-12-31$948,522
Total plan assets at beginning of year2017-12-31$880,838
Value of fidelity bond covering the plan2017-12-31$100,000
Total contributions received or receivable from participants2017-12-31$13,684
Expenses. Other expenses not covered elsewhere2017-12-31$24,027
Contributions received from other sources (not participants or employers)2017-12-31$1,015
Other income received2017-12-31$102,472
Net income (gross income less expenses)2017-12-31$67,684
Net plan assets at end of year (total assets less liabilities)2017-12-31$948,522
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$880,838
Assets. Value of participant loans2017-12-31$43,455
Total contributions received or receivable from employer(s)2017-12-31$36,735
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$585
2016 : THREE RIVERS ADOPTION COUNCIL DEFINED CONTRIBUTION PENSION AND TAX DEFERRED ANNUITY FUND 2016 401k financial data
Total income from all sources2016-12-31$119,313
Expenses. Total of all expenses incurred2016-12-31$62,374
Benefits paid (including direct rollovers)2016-12-31$48,021
Total plan assets at end of year2016-12-31$880,838
Total plan assets at beginning of year2016-12-31$823,899
Value of fidelity bond covering the plan2016-12-31$100,000
Total contributions received or receivable from participants2016-12-31$15,895
Expenses. Other expenses not covered elsewhere2016-12-31$13,728
Contributions received from other sources (not participants or employers)2016-12-31$948
Other income received2016-12-31$59,386
Net income (gross income less expenses)2016-12-31$56,939
Net plan assets at end of year (total assets less liabilities)2016-12-31$880,838
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$823,899
Assets. Value of participant loans2016-12-31$42,807
Total contributions received or receivable from employer(s)2016-12-31$43,084
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$625
2015 : THREE RIVERS ADOPTION COUNCIL DEFINED CONTRIBUTION PENSION AND TAX DEFERRED ANNUITY FUND 2015 401k financial data
Total income from all sources2015-12-31$71,858
Expenses. Total of all expenses incurred2015-12-31$10,351
Benefits paid (including direct rollovers)2015-12-31$9,771
Total plan assets at end of year2015-12-31$823,899
Total plan assets at beginning of year2015-12-31$762,392
Value of fidelity bond covering the plan2015-12-31$100,000
Total contributions received or receivable from participants2015-12-31$15,447
Contributions received from other sources (not participants or employers)2015-12-31$4,004
Other income received2015-12-31$9,447
Net income (gross income less expenses)2015-12-31$61,507
Net plan assets at end of year (total assets less liabilities)2015-12-31$823,899
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$762,392
Assets. Value of participant loans2015-12-31$56,535
Total contributions received or receivable from employer(s)2015-12-31$42,960
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$580
2014 : THREE RIVERS ADOPTION COUNCIL DEFINED CONTRIBUTION PENSION AND TAX DEFERRED ANNUITY FUND 2014 401k financial data
Total income from all sources2014-12-31$186,195
Expenses. Total of all expenses incurred2014-12-31$70,648
Benefits paid (including direct rollovers)2014-12-31$42,563
Total plan assets at end of year2014-12-31$762,392
Total plan assets at beginning of year2014-12-31$646,845
Value of fidelity bond covering the plan2014-12-31$100,000
Total contributions received or receivable from participants2014-12-31$26,485
Expenses. Other expenses not covered elsewhere2014-12-31$27,428
Contributions received from other sources (not participants or employers)2014-12-31$17,897
Other income received2014-12-31$43,441
Net income (gross income less expenses)2014-12-31$115,547
Net plan assets at end of year (total assets less liabilities)2014-12-31$762,392
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$646,845
Assets. Value of participant loans2014-12-31$47,177
Total contributions received or receivable from employer(s)2014-12-31$98,372
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$657
2013 : THREE RIVERS ADOPTION COUNCIL DEFINED CONTRIBUTION PENSION AND TAX DEFERRED ANNUITY FUND 2013 401k financial data
Total income from all sources2013-12-31$179,346
Expenses. Total of all expenses incurred2013-12-31$30,601
Benefits paid (including direct rollovers)2013-12-31$20,192
Total plan assets at end of year2013-12-31$646,845
Total plan assets at beginning of year2013-12-31$498,100
Value of fidelity bond covering the plan2013-12-31$100,000
Total contributions received or receivable from participants2013-12-31$11,165
Expenses. Other expenses not covered elsewhere2013-12-31$10,000
Contributions received from other sources (not participants or employers)2013-12-31$30,937
Other income received2013-12-31$69,992
Net income (gross income less expenses)2013-12-31$148,745
Net plan assets at end of year (total assets less liabilities)2013-12-31$646,845
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$498,100
Assets. Value of participant loans2013-12-31$49,274
Total contributions received or receivable from employer(s)2013-12-31$67,252
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$409
2012 : THREE RIVERS ADOPTION COUNCIL DEFINED CONTRIBUTION PENSION AND TAX DEFERRED ANNUITY FUND 2012 401k financial data
Total income from all sources2012-12-31$105,412
Expenses. Total of all expenses incurred2012-12-31$183,565
Benefits paid (including direct rollovers)2012-12-31$121,620
Total plan assets at end of year2012-12-31$498,100
Total plan assets at beginning of year2012-12-31$576,253
Value of fidelity bond covering the plan2012-12-31$100,000
Total contributions received or receivable from participants2012-12-31$22,261
Expenses. Other expenses not covered elsewhere2012-12-31$19,158
Contributions received from other sources (not participants or employers)2012-12-31$4,201
Other income received2012-12-31$28,687
Net income (gross income less expenses)2012-12-31$-78,153
Net plan assets at end of year (total assets less liabilities)2012-12-31$498,100
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$576,253
Assets. Value of participant loans2012-12-31$48,274
Total contributions received or receivable from employer(s)2012-12-31$50,263
Value of certain deemed distributions of participant loans2012-12-31$42,303
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$484
2011 : THREE RIVERS ADOPTION COUNCIL DEFINED CONTRIBUTION PENSION AND TAX DEFERRED ANNUITY FUND 2011 401k financial data
Total income from all sources2011-12-31$84,503
Expenses. Total of all expenses incurred2011-12-31$36,099
Benefits paid (including direct rollovers)2011-12-31$20,957
Total plan assets at end of year2011-12-31$576,253
Total plan assets at beginning of year2011-12-31$527,849
Value of fidelity bond covering the plan2011-12-31$100,000
Total contributions received or receivable from participants2011-12-31$21,888
Expenses. Other expenses not covered elsewhere2011-12-31$13,169
Contributions received from other sources (not participants or employers)2011-12-31$747
Other income received2011-12-31$16,852
Net income (gross income less expenses)2011-12-31$48,404
Net plan assets at end of year (total assets less liabilities)2011-12-31$576,253
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$527,849
Assets. Value of participant loans2011-12-31$51,894
Total contributions received or receivable from employer(s)2011-12-31$45,016
Value of certain deemed distributions of participant loans2011-12-31$1,493
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$480
2010 : THREE RIVERS ADOPTION COUNCIL DEFINED CONTRIBUTION PENSION AND TAX DEFERRED ANNUITY FUND 2010 401k financial data
Total income from all sources2010-12-31$102,466
Expenses. Total of all expenses incurred2010-12-31$54,218
Benefits paid (including direct rollovers)2010-12-31$40,499
Total plan assets at end of year2010-12-31$527,849
Total plan assets at beginning of year2010-12-31$479,601
Value of fidelity bond covering the plan2010-12-31$100,000
Total contributions received or receivable from participants2010-12-31$6,211
Expenses. Other expenses not covered elsewhere2010-12-31$12,000
Contributions received from other sources (not participants or employers)2010-12-31$8,442
Other income received2010-12-31$38,758
Net income (gross income less expenses)2010-12-31$48,248
Net plan assets at end of year (total assets less liabilities)2010-12-31$527,849
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$479,601
Assets. Value of participant loans2010-12-31$36,780
Total contributions received or receivable from employer(s)2010-12-31$49,055
Value of certain deemed distributions of participant loans2010-12-31$1,286
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$433

Form 5500 Responses for THREE RIVERS ADOPTION COUNCIL DEFINED CONTRIBUTION PENSION AND TAX DEFERRED ANNUITY FUND

2019: THREE RIVERS ADOPTION COUNCIL DEFINED CONTRIBUTION PENSION AND TAX DEFERRED ANNUITY FUND 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: THREE RIVERS ADOPTION COUNCIL DEFINED CONTRIBUTION PENSION AND TAX DEFERRED ANNUITY FUND 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: THREE RIVERS ADOPTION COUNCIL DEFINED CONTRIBUTION PENSION AND TAX DEFERRED ANNUITY FUND 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: THREE RIVERS ADOPTION COUNCIL DEFINED CONTRIBUTION PENSION AND TAX DEFERRED ANNUITY FUND 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: THREE RIVERS ADOPTION COUNCIL DEFINED CONTRIBUTION PENSION AND TAX DEFERRED ANNUITY FUND 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: THREE RIVERS ADOPTION COUNCIL DEFINED CONTRIBUTION PENSION AND TAX DEFERRED ANNUITY FUND 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: THREE RIVERS ADOPTION COUNCIL DEFINED CONTRIBUTION PENSION AND TAX DEFERRED ANNUITY FUND 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: THREE RIVERS ADOPTION COUNCIL DEFINED CONTRIBUTION PENSION AND TAX DEFERRED ANNUITY FUND 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: THREE RIVERS ADOPTION COUNCIL DEFINED CONTRIBUTION PENSION AND TAX DEFERRED ANNUITY FUND 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: THREE RIVERS ADOPTION COUNCIL DEFINED CONTRIBUTION PENSION AND TAX DEFERRED ANNUITY FUND 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes
2008: THREE RIVERS ADOPTION COUNCIL DEFINED CONTRIBUTION PENSION AND TAX DEFERRED ANNUITY FUND 2008 form 5500 responses
2008-01-01Type of plan entitySingle employer plan
2008-01-01Submission has been amendedNo
2008-01-01This submission is the final filingNo
2008-01-01This return/report is a short plan year return/report (less than 12 months)No
2008-01-01Plan is a collectively bargained planNo

Insurance Providers Used on plan

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number052706-C
Policy instance 1
Insurance contract or identification number052706-C
Number of Individuals Covered31
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number052706-C
Policy instance 1
Insurance contract or identification number052706-C
Number of Individuals Covered31
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number052706-C
Policy instance 1
Insurance contract or identification number052706-C
Number of Individuals Covered34
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker nameMUTUAL OF AMERICA
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number052706-C
Policy instance 1
Insurance contract or identification number052706-C
Number of Individuals Covered34
Insurance policy end date2014-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker nameMUTUAL OF AMERICA
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number052706-C
Policy instance 1
Insurance contract or identification number052706-C
Number of Individuals Covered34
Insurance policy end date2013-12-31
Total amount of fees paid to insurance companyUSD $409
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees409
Insurance broker nameMUTUAL OF AMERICA
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number052706-C
Policy instance 1
Insurance contract or identification number052706-C
Number of Individuals Covered34
Insurance policy end date2012-12-31
Total amount of fees paid to insurance companyUSD $74
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance policy start date2013-01-01
Total amount of commissions paid to insurance brokerUSD $2,616
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 BenefitYes
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
Welfare Benefit Premiums Paid to CarrierUSD $258,635
Amount paid for insurance broker fees23
Additional information about fees paid to insurance brokerCOMPENSATION 3
Commission paid to Insurance BrokerUSD $2,616
Insurance broker organization code?3
Insurance broker nameJEFFREY INGRAM
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number052706-C
Policy instance 1
Insurance contract or identification number052706-C
Number of Individuals Covered38
Insurance policy end date2011-12-31
Total amount of fees paid to insurance companyUSD $123
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number052706-C
Policy instance 1
Insurance contract or identification number052706-C
Number of Individuals Covered29
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of fees paid to insurance companyUSD $97
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees33
Additional information about fees paid to insurance brokerCOMPENSATION
Insurance broker organization code?3
Insurance broker nameJOHN HILZENDEGER

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