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COMMUNITY FOUNDATION OF NORTHWEST INDIANA 403(B) RETIREMENT PLAN 401k Plan overview

Plan NameCOMMUNITY FOUNDATION OF NORTHWEST INDIANA 403(B) RETIREMENT PLAN
Plan identification number 005

COMMUNITY FOUNDATION OF NORTHWEST INDIANA 403(B) RETIREMENT PLAN Benefits

401k Plan TypeDefined 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 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

COMMUNITY FOUNDATION OF NORTHWEST INDIANA, INC. has sponsored the creation of one or more 401k plans.

Company Name:COMMUNITY FOUNDATION OF NORTHWEST INDIANA, INC.
Employer identification number (EIN):311128781
NAIC Classification:622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan COMMUNITY FOUNDATION OF NORTHWEST INDIANA 403(B) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0052022-01-01
0052021-01-01
0052020-01-01
0052019-01-01
0052018-01-01
0052017-01-01ANTHONY FERRACANE
0052016-01-01ANTHONY FERRACANE
0052015-01-01ANTHONY FERRACANE
0052014-01-01ANTHONY FERRACANE
0052013-01-01ANTHONY FERRACANE
0052012-01-01ANTHONY FERRACANE ANTHONY FERRACANE2013-10-07
0052011-01-01ANTHONY FERRACANE ANTHONY FERRACANE2012-10-11
0052010-01-01ANTHONY FERRACANE ANTHONY FERRACANE2011-10-13
0052009-01-01ANTHONY FERRACANE ANTHONY FERRACANE2010-10-14

Plan Statistics for COMMUNITY FOUNDATION OF NORTHWEST INDIANA 403(B) RETIREMENT PLAN

401k plan membership statisitcs for COMMUNITY FOUNDATION OF NORTHWEST INDIANA 403(B) RETIREMENT PLAN

Measure Date Value
2022: COMMUNITY FOUNDATION OF NORTHWEST INDIANA 403(B) RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-019,197
Total number of active participants reported on line 7a of the Form 55002022-01-017,567
Number of retired or separated participants receiving benefits2022-01-0198
Number of other retired or separated participants entitled to future benefits2022-01-011,833
Total of all active and inactive participants2022-01-019,498
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0113
Total participants2022-01-019,511
Number of participants with account balances2022-01-019,177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: COMMUNITY FOUNDATION OF NORTHWEST INDIANA 403(B) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-018,964
Total number of active participants reported on line 7a of the Form 55002021-01-017,439
Number of retired or separated participants receiving benefits2021-01-0179
Number of other retired or separated participants entitled to future benefits2021-01-011,663
Total of all active and inactive participants2021-01-019,181
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0113
Total participants2021-01-019,194
Number of participants with account balances2021-01-018,881
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: COMMUNITY FOUNDATION OF NORTHWEST INDIANA 403(B) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-018,908
Total number of active participants reported on line 7a of the Form 55002020-01-017,485
Number of retired or separated participants receiving benefits2020-01-0157
Number of other retired or separated participants entitled to future benefits2020-01-011,408
Total of all active and inactive participants2020-01-018,950
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0110
Total participants2020-01-018,960
Number of participants with account balances2020-01-018,575
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: COMMUNITY FOUNDATION OF NORTHWEST INDIANA 403(B) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-018,557
Total number of active participants reported on line 7a of the Form 55002019-01-017,750
Number of retired or separated participants receiving benefits2019-01-0149
Number of other retired or separated participants entitled to future benefits2019-01-011,100
Total of all active and inactive participants2019-01-018,899
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-017
Total participants2019-01-018,906
Number of participants with account balances2019-01-018,393
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: COMMUNITY FOUNDATION OF NORTHWEST INDIANA 403(B) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-017,978
Total number of active participants reported on line 7a of the Form 55002018-01-017,339
Number of retired or separated participants receiving benefits2018-01-01120
Number of other retired or separated participants entitled to future benefits2018-01-01891
Total of all active and inactive participants2018-01-018,350
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-017
Total participants2018-01-018,357
Number of participants with account balances2018-01-017,842
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: COMMUNITY FOUNDATION OF NORTHWEST INDIANA 403(B) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-017,917
Total number of active participants reported on line 7a of the Form 55002017-01-017,310
Number of retired or separated participants receiving benefits2017-01-0120
Number of other retired or separated participants entitled to future benefits2017-01-01587
Total of all active and inactive participants2017-01-017,917
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-013
Total participants2017-01-017,920
Number of participants with account balances2017-01-017,297
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: COMMUNITY FOUNDATION OF NORTHWEST INDIANA 403(B) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-017,879
Total number of active participants reported on line 7a of the Form 55002016-01-017,161
Number of retired or separated participants receiving benefits2016-01-0114
Number of other retired or separated participants entitled to future benefits2016-01-01738
Total of all active and inactive participants2016-01-017,913
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-014
Total participants2016-01-017,917
Number of participants with account balances2016-01-017,080
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: COMMUNITY FOUNDATION OF NORTHWEST INDIANA 403(B) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-017,296
Total number of active participants reported on line 7a of the Form 55002015-01-017,219
Number of retired or separated participants receiving benefits2015-01-0111
Number of other retired or separated participants entitled to future benefits2015-01-01641
Total of all active and inactive participants2015-01-017,871
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-018
Total participants2015-01-017,879
Number of participants with account balances2015-01-016,335
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: COMMUNITY FOUNDATION OF NORTHWEST INDIANA 403(B) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-014,232
Total number of active participants reported on line 7a of the Form 55002014-01-016,927
Number of retired or separated participants receiving benefits2014-01-019
Number of other retired or separated participants entitled to future benefits2014-01-01357
Total of all active and inactive participants2014-01-017,293
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-013
Total participants2014-01-017,296
Number of participants with account balances2014-01-013,543
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: COMMUNITY FOUNDATION OF NORTHWEST INDIANA 403(B) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-014,913
Total number of active participants reported on line 7a of the Form 55002013-01-014,146
Number of retired or separated participants receiving benefits2013-01-014
Number of other retired or separated participants entitled to future benefits2013-01-0181
Total of all active and inactive participants2013-01-014,231
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-014,232
Number of participants with account balances2013-01-012,399
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: COMMUNITY FOUNDATION OF NORTHWEST INDIANA 403(B) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-012,060
Total number of active participants reported on line 7a of the Form 55002012-01-014,851
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0162
Total of all active and inactive participants2012-01-014,913
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-014,913
Number of participants with account balances2012-01-011,562
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: COMMUNITY FOUNDATION OF NORTHWEST INDIANA 403(B) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,912
Total number of active participants reported on line 7a of the Form 55002011-01-011,981
Number of retired or separated participants receiving benefits2011-01-011
Number of other retired or separated participants entitled to future benefits2011-01-0178
Total of all active and inactive participants2011-01-012,060
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-012,060
Number of participants with account balances2011-01-011,435
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: COMMUNITY FOUNDATION OF NORTHWEST INDIANA 403(B) RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-011,775
Total number of active participants reported on line 7a of the Form 55002010-01-011,854
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0158
Total of all active and inactive participants2010-01-011,912
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-011,912
Number of participants with account balances2010-01-011,229
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: COMMUNITY FOUNDATION OF NORTHWEST INDIANA 403(B) RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011,663
Total number of active participants reported on line 7a of the Form 55002009-01-011,724
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0151
Total of all active and inactive participants2009-01-011,775
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-011,775
Number of participants with account balances2009-01-011,054
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on COMMUNITY FOUNDATION OF NORTHWEST INDIANA 403(B) RETIREMENT PLAN

Measure Date Value
2022 : COMMUNITY FOUNDATION OF NORTHWEST INDIANA 403(B) RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-17,271,525
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$27,841,694
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$27,325,580
Expenses. Certain deemed distributions of participant loans2022-12-31$168,941
Value of total corrective distributions2022-12-31$5,847
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$35,581,268
Value of total assets at end of year2022-12-31$333,513,191
Value of total assets at beginning of year2022-12-31$378,626,410
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$341,326
Total interest from all sources2022-12-31$1,105,472
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$11,047,101
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$11,047,101
Administrative expenses professional fees incurred2022-12-31$5,673
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$5,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$31,233,496
Participant contributions at end of year2022-12-31$3,262,114
Participant contributions at beginning of year2022-12-31$3,201,972
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$4,347,772
Other income not declared elsewhere2022-12-31$64,887
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-45,113,219
Value of net assets at end of year (total assets less liabilities)2022-12-31$333,513,191
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$378,626,410
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$9,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$272,201,337
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$318,038,395
Interest on participant loans2022-12-31$161,136
Interest earned on other investments2022-12-31$944,336
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$58,049,740
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$57,386,043
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-65,070,253
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$27,325,580
Contract administrator fees2022-12-31$326,653
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Disclaimer
Accountancy firm name2022-12-31SWARTZ, RETSON & CO., P.C.
Accountancy firm EIN2022-12-31351509921
2021 : COMMUNITY FOUNDATION OF NORTHWEST INDIANA 403(B) RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$73,944,603
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$25,103,293
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$24,501,306
Expenses. Certain deemed distributions of participant loans2021-12-31$188,987
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$34,904,479
Value of total assets at end of year2021-12-31$378,626,410
Value of total assets at beginning of year2021-12-31$329,785,100
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$413,000
Total interest from all sources2021-12-31$1,024,558
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$12,308,077
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$12,308,077
Administrative expenses professional fees incurred2021-12-31$14,034
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$5,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$28,949,624
Participant contributions at end of year2021-12-31$3,201,972
Participant contributions at beginning of year2021-12-31$3,160,541
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$5,954,855
Other income not declared elsewhere2021-12-31$52,416
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$48,841,310
Value of net assets at end of year (total assets less liabilities)2021-12-31$378,626,410
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$329,785,100
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$31,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$318,038,395
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$271,365,389
Interest on participant loans2021-12-31$176,659
Interest earned on other investments2021-12-31$847,899
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$57,386,043
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$55,259,170
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$25,655,073
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$24,501,306
Contract administrator fees2021-12-31$367,966
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Disclaimer
Accountancy firm name2021-12-31SWARTZ, RETSON & CO., P.C.
Accountancy firm EIN2021-12-31351509921
2020 : COMMUNITY FOUNDATION OF NORTHWEST INDIANA 403(B) RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$70,815,676
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$22,296,144
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$21,679,012
Expenses. Certain deemed distributions of participant loans2020-12-31$204,781
Value of total corrective distributions2020-12-31$603
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$31,402,073
Value of total assets at end of year2020-12-31$329,785,100
Value of total assets at beginning of year2020-12-31$281,265,568
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$411,748
Total interest from all sources2020-12-31$1,193,361
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$7,274,448
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$7,274,448
Administrative expenses professional fees incurred2020-12-31$14,420
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$5,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$27,354,083
Participant contributions at end of year2020-12-31$3,160,541
Participant contributions at beginning of year2020-12-31$3,391,001
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$4,047,990
Other income not declared elsewhere2020-12-31$86,200
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$48,519,532
Value of net assets at end of year (total assets less liabilities)2020-12-31$329,785,100
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$281,265,568
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$18,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$271,365,389
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$227,514,579
Interest on participant loans2020-12-31$190,627
Interest earned on other investments2020-12-31$1,002,734
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$55,259,170
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$50,359,988
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$30,859,594
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$21,679,012
Contract administrator fees2020-12-31$379,328
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31SWARTZ, RETSON & CO., P.C.
Accountancy firm EIN2020-12-31351509921
2019 : COMMUNITY FOUNDATION OF NORTHWEST INDIANA 403(B) RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$73,387,290
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$19,028,501
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$18,459,167
Expenses. Certain deemed distributions of participant loans2019-12-31$150,813
Value of total corrective distributions2019-12-31$2,838
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$30,486,915
Value of total assets at end of year2019-12-31$281,265,568
Value of total assets at beginning of year2019-12-31$226,906,779
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$415,683
Total interest from all sources2019-12-31$1,227,032
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$7,330,377
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$7,330,377
Administrative expenses professional fees incurred2019-12-31$24,579
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$5,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$26,233,788
Participant contributions at end of year2019-12-31$3,391,001
Participant contributions at beginning of year2019-12-31$2,791,908
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$4,253,127
Other income not declared elsewhere2019-12-31$81,317
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$54,358,789
Value of net assets at end of year (total assets less liabilities)2019-12-31$281,265,568
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$226,906,779
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$18,169
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$227,514,579
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$175,507,784
Interest on participant loans2019-12-31$171,931
Interest earned on other investments2019-12-31$1,055,101
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$50,359,988
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$48,607,087
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$34,261,649
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$18,459,167
Contract administrator fees2019-12-31$372,935
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31SWARTZ RETSON
Accountancy firm EIN2019-12-31351509921
2018 : COMMUNITY FOUNDATION OF NORTHWEST INDIANA 403(B) RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$68,285,467
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$12,480,663
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$12,054,385
Expenses. Certain deemed distributions of participant loans2018-12-31$98,662
Value of total corrective distributions2018-12-31$539
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$76,673,177
Value of total assets at end of year2018-12-31$226,906,779
Value of total assets at beginning of year2018-12-31$171,101,975
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$327,077
Total interest from all sources2018-12-31$873,779
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$6,161,228
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$6,161,228
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$5,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$24,060,992
Participant contributions at end of year2018-12-31$2,791,908
Participant contributions at beginning of year2018-12-31$2,117,085
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$52,611,507
Other income not declared elsewhere2018-12-31$88,662
Administrative expenses (other) incurred2018-12-31$2,748
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$55,804,804
Value of net assets at end of year (total assets less liabilities)2018-12-31$226,906,779
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$171,101,975
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$175,507,784
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$132,253,579
Interest on participant loans2018-12-31$117,720
Interest earned on other investments2018-12-31$756,059
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$48,607,087
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$36,731,311
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-15,511,379
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$678
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$12,054,385
Contract administrator fees2018-12-31$324,329
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31SWARTZ RETSON
Accountancy firm EIN2018-12-31351509921
2017 : COMMUNITY FOUNDATION OF NORTHWEST INDIANA 403(B) RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$14,955
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$47,462,575
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$12,519,112
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$11,978,904
Expenses. Certain deemed distributions of participant loans2017-12-31$67,471
Value of total corrective distributions2017-12-31$65
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$27,140,061
Value of total assets at end of year2017-12-31$171,101,975
Value of total assets at beginning of year2017-12-31$136,143,557
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$472,672
Total interest from all sources2017-12-31$727,725
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$3,190,416
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$3,190,416
Administrative expenses professional fees incurred2017-12-31$44,888
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$5,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$22,147,920
Participant contributions at end of year2017-12-31$2,117,085
Participant contributions at beginning of year2017-12-31$1,759,100
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$4,992,141
Other income not declared elsewhere2017-12-31$197,886
Administrative expenses (other) incurred2017-12-31$337
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$34,943,463
Value of net assets at end of year (total assets less liabilities)2017-12-31$171,101,975
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$136,143,557
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$132,253,579
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$99,621,271
Interest on participant loans2017-12-31$85,421
Interest earned on other investments2017-12-31$642,304
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$36,731,311
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$34,763,186
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$16,206,487
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$11,978,904
Contract administrator fees2017-12-31$427,447
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31SWARTZ RETSON
Accountancy firm EIN2017-12-31351509921
2016 : COMMUNITY FOUNDATION OF NORTHWEST INDIANA 403(B) RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$31,271,571
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$8,602,374
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$8,385,886
Expenses. Certain deemed distributions of participant loans2016-12-31$90,801
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$23,707,212
Value of total assets at end of year2016-12-31$136,143,557
Value of total assets at beginning of year2016-12-31$113,474,360
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$125,687
Total interest from all sources2016-12-31$700,149
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$2,780,980
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$2,780,980
Administrative expenses professional fees incurred2016-12-31$8,221
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$5,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$18,185,780
Participant contributions at end of year2016-12-31$1,759,100
Participant contributions at beginning of year2016-12-31$1,421,074
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$5,521,432
Other income not declared elsewhere2016-12-31$10,545
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$22,669,197
Value of net assets at end of year (total assets less liabilities)2016-12-31$136,143,557
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$113,474,360
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$3,139
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$99,621,271
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$76,081,675
Interest on participant loans2016-12-31$66,903
Interest earned on other investments2016-12-31$633,246
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$34,763,186
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$35,971,611
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$4,072,685
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$8,385,886
Contract administrator fees2016-12-31$114,327
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31SWARTZ RETSON
Accountancy firm EIN2016-12-31351509921
2015 : COMMUNITY FOUNDATION OF NORTHWEST INDIANA 403(B) RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$36,815,152
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$8,663,406
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$8,608,964
Expenses. Certain deemed distributions of participant loans2015-12-31$26,993
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$36,786,130
Value of total assets at end of year2015-12-31$113,474,360
Value of total assets at beginning of year2015-12-31$85,322,614
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$27,449
Total interest from all sources2015-12-31$572,662
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$3,933,561
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$3,933,561
Administrative expenses professional fees incurred2015-12-31$17,109
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$3,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$15,650,923
Participant contributions at end of year2015-12-31$1,421,074
Participant contributions at beginning of year2015-12-31$852,763
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$21,135,207
Other income not declared elsewhere2015-12-31$22,035
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$28,151,746
Value of net assets at end of year (total assets less liabilities)2015-12-31$113,474,360
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$85,322,614
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$76,081,675
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$55,786,049
Interest on participant loans2015-12-31$46,683
Interest earned on other investments2015-12-31$525,979
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$35,971,611
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$28,683,802
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-4,499,236
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$8,608,964
Contract administrator fees2015-12-31$10,340
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31SWARTZ RETSON
Accountancy firm EIN2015-12-31351509921
2014 : COMMUNITY FOUNDATION OF NORTHWEST INDIANA 403(B) RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$15,160,173
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$8,157,139
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$8,069,579
Expenses. Certain deemed distributions of participant loans2014-12-31$83,654
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$11,405,436
Value of total assets at end of year2014-12-31$85,322,614
Value of total assets at beginning of year2014-12-31$78,319,580
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$3,906
Total interest from all sources2014-12-31$558,719
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$2,970,118
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$2,970,118
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$9,290,269
Participant contributions at end of year2014-12-31$852,763
Participant contributions at beginning of year2014-12-31$750,781
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$2,115,167
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$7,003,034
Value of net assets at end of year (total assets less liabilities)2014-12-31$85,322,614
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$78,319,580
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$55,786,049
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$45,478,789
Interest on participant loans2014-12-31$37,350
Interest earned on other investments2014-12-31$521,369
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$28,683,802
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$32,090,010
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$225,900
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$8,069,579
Contract administrator fees2014-12-31$3,906
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31Yes
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31SWARTZ RETSON
Accountancy firm EIN2014-12-31351509921
2013 : COMMUNITY FOUNDATION OF NORTHWEST INDIANA 403(B) RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets to this plan2013-12-31$45,041,158
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$1,250
Total income from all sources (including contributions)2013-12-31$10,342,208
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,175,026
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,052,511
Expenses. Certain deemed distributions of participant loans2013-12-31$113,826
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$6,397,246
Value of total assets at end of year2013-12-31$78,319,580
Value of total assets at beginning of year2013-12-31$24,112,490
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$8,689
Total interest from all sources2013-12-31$167,760
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$1,017,821
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$1,017,821
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$5,333,248
Participant contributions at end of year2013-12-31$750,781
Participant contributions at beginning of year2013-12-31$406,512
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$169,187
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$1,063,998
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$1
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$1,250
Total non interest bearing cash at end of year2013-12-31$0
Total non interest bearing cash at beginning of year2013-12-31$16,587
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$9,167,182
Value of net assets at end of year (total assets less liabilities)2013-12-31$78,319,580
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$24,111,240
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$45,478,789
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$15,996,872
Interest on participant loans2013-12-31$20,615
Interest earned on other investments2013-12-31$147,143
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$2
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$32,090,010
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$7,523,331
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$2,759,381
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,052,511
Contract administrator fees2013-12-31$8,689
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31SWARTZ RETSON
Accountancy firm EIN2013-12-31351509921
2012 : COMMUNITY FOUNDATION OF NORTHWEST INDIANA 403(B) RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets to this plan2012-12-31$12,809
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$1,250
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$17,660
Total income from all sources (including contributions)2012-12-31$6,869,175
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,168,555
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,163,849
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$4,831,760
Value of total assets at end of year2012-12-31$24,112,490
Value of total assets at beginning of year2012-12-31$18,415,471
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$4,706
Total interest from all sources2012-12-31$135,369
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$272,087
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$272,087
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$4,434,292
Participant contributions at end of year2012-12-31$406,512
Participant contributions at beginning of year2012-12-31$335,529
Participant contributions at end of year2012-12-31$169,187
Participant contributions at beginning of year2012-12-31$157,002
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$397,468
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$1
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$17,661
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$1,250
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$17,660
Total non interest bearing cash at end of year2012-12-31$16,587
Total non interest bearing cash at beginning of year2012-12-31$5
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$5,700,620
Value of net assets at end of year (total assets less liabilities)2012-12-31$24,111,240
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$18,397,811
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$15,996,872
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$11,997,073
Interest on participant loans2012-12-31$14,198
Interest earned on other investments2012-12-31$121,165
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$6,993
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$6,993
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$6
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$7,523,331
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$5,901,208
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,629,959
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,163,849
Contract administrator fees2012-12-31$4,706
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31SWARTZ RETSON
Accountancy firm EIN2012-12-31351509921
2011 : COMMUNITY FOUNDATION OF NORTHWEST INDIANA 403(B) RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$17,660
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$59,392
Total income from all sources (including contributions)2011-12-31$4,518,105
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,003,911
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,000,474
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$4,598,589
Value of total assets at end of year2011-12-31$18,415,471
Value of total assets at beginning of year2011-12-31$14,943,009
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$3,437
Total interest from all sources2011-12-31$137,068
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$291,763
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$291,763
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$2,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$3,926,410
Participant contributions at end of year2011-12-31$335,529
Participant contributions at beginning of year2011-12-31$245,980
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$672,179
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$17,661
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$16,913
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$17,660
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$59,392
Total non interest bearing cash at end of year2011-12-31$5
Total non interest bearing cash at beginning of year2011-12-31$2
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$3,514,194
Value of net assets at end of year (total assets less liabilities)2011-12-31$18,397,811
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$14,883,617
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$11,997,073
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$10,176,342
Interest on participant loans2011-12-31$9,943
Interest earned on other investments2011-12-31$127,121
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$6,993
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$48,369
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$48,369
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$4
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$5,901,208
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$4,455,403
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-509,315
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Employer contributions (assets) at end of year2011-12-31$157,002
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,000,474
Contract administrator fees2011-12-31$3,437
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31SWARTZ RETSON
Accountancy firm EIN2011-12-31351509921
2010 : COMMUNITY FOUNDATION OF NORTHWEST INDIANA 403(B) RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$59,392
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$79,317
Total income from all sources (including contributions)2010-12-31$4,806,928
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$597,410
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$594,572
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$3,441,012
Value of total assets at end of year2010-12-31$14,943,009
Value of total assets at beginning of year2010-12-31$10,753,416
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$2,838
Total interest from all sources2010-12-31$135,639
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$259,228
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$259,228
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$2,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$3,212,178
Participant contributions at end of year2010-12-31$245,980
Participant contributions at beginning of year2010-12-31$156,696
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$228,834
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$16,913
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$15,042
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$59,392
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$79,317
Total non interest bearing cash at end of year2010-12-31$2
Total non interest bearing cash at beginning of year2010-12-31$2
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$4,209,518
Value of net assets at end of year (total assets less liabilities)2010-12-31$14,883,617
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$10,674,099
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$10,176,342
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$7,116,418
Interest on participant loans2010-12-31$7,293
Interest earned on other investments2010-12-31$128,340
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$48,369
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$66,413
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$66,413
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$6
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$4,455,403
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$3,398,845
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$971,049
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$594,572
Contract administrator fees2010-12-31$2,838
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31SWARTZ RETSON
Accountancy firm EIN2010-12-31351509921
2009 : COMMUNITY FOUNDATION OF NORTHWEST INDIANA 403(B) RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for COMMUNITY FOUNDATION OF NORTHWEST INDIANA 403(B) RETIREMENT PLAN

2022: COMMUNITY FOUNDATION OF NORTHWEST INDIANA 403(B) RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: COMMUNITY FOUNDATION OF NORTHWEST INDIANA 403(B) RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: COMMUNITY FOUNDATION OF NORTHWEST INDIANA 403(B) RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: COMMUNITY FOUNDATION OF NORTHWEST INDIANA 403(B) RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planYes
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: COMMUNITY FOUNDATION OF NORTHWEST INDIANA 403(B) RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planYes
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: COMMUNITY FOUNDATION OF NORTHWEST INDIANA 403(B) RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planYes
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: COMMUNITY FOUNDATION OF NORTHWEST INDIANA 403(B) RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planYes
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: COMMUNITY FOUNDATION OF NORTHWEST INDIANA 403(B) RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planYes
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: COMMUNITY FOUNDATION OF NORTHWEST INDIANA 403(B) RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planYes
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: COMMUNITY FOUNDATION OF NORTHWEST INDIANA 403(B) RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planYes
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: COMMUNITY FOUNDATION OF NORTHWEST INDIANA 403(B) RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planYes
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: COMMUNITY FOUNDATION OF NORTHWEST INDIANA 403(B) RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: COMMUNITY FOUNDATION OF NORTHWEST INDIANA 403(B) RETIREMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planYes
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: COMMUNITY FOUNDATION OF NORTHWEST INDIANA 403(B) RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number892508-007
Policy instance 1
Insurance contract or identification number892508-007
Number of Individuals Covered1981
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $8,754
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $8,754
Insurance broker organization code?4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number895082/892508
Policy instance 1
Insurance contract or identification number895082/892508
Number of Individuals Covered2043
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $8,320
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $8,320
Insurance broker organization code?4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number892508-007
Policy instance 1
Insurance contract or identification number892508-007
Number of Individuals Covered2134
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $9,683
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $9,683
Insurance broker organization code?4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number892508-007
Policy instance 1
Insurance contract or identification number892508-007
Number of Individuals Covered2208
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $9,888
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $9,888
Insurance broker organization code?4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number892508-007
Policy instance 1
Insurance contract or identification number892508-007
Number of Individuals Covered2292
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $9,354
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $9,354
Insurance broker organization code?4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number892508-007
Policy instance 1
Insurance contract or identification number892508-007
Number of Individuals Covered2351
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number892508-007
Policy instance 1
Insurance contract or identification number892508-007
Number of Individuals Covered4610
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $11,851
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $11,851
Insurance broker organization code?4
Insurance broker nameLINCOLN FINANCIAL ADVISORS
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number892508-007
Policy instance 1
Insurance contract or identification number892508-007
Number of Individuals Covered3079
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $17,048
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $17,048
Insurance broker organization code?4
Insurance broker nameLINCOLN FINANCIAL ADVISORS
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number892508-007
Policy instance 1
Insurance contract or identification number892508-007
Number of Individuals Covered1830
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $5,879
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,879
Insurance broker organization code?4
Insurance broker nameLINCOLN FINANCIAL ADVISORS
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number892508-007
Policy instance 1
Insurance contract or identification number892508-007
Number of Individuals Covered1487
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $4,650
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,650
Insurance broker organization code?4
Insurance broker nameLINCOLN FINANCIAL ADVISORS
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number892508-007
Policy instance 1
Insurance contract or identification number892508-007
Number of Individuals Covered1363
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $6,678
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number892508-007
Policy instance 1
Insurance contract or identification number892508-007
Number of Individuals Covered1074
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $2,702
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,702
Insurance broker organization code?4
Insurance broker nameLINCOLN FINANCIAL ADVISORS

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