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AKRON SUMMIT COMMUNITY ACTION INC. HEALTH AND WELFARE BENEFIT PLAN TRUST DBA GOHIO 401k Plan overview

Plan NameAKRON SUMMIT COMMUNITY ACTION INC. HEALTH AND WELFARE BENEFIT PLAN TRUST DBA GOHIO
Plan identification number 502

AKRON SUMMIT COMMUNITY ACTION INC. HEALTH AND WELFARE BENEFIT PLAN TRUST DBA GOHIO Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Life insurance
  • Dental
  • Vision
  • Temporary disability (accident and sickness)

401k Sponsoring company profile

AKRON SUMMIT COMMUNITY ACTION, INC. has sponsored the creation of one or more 401k plans.

Company Name:AKRON SUMMIT COMMUNITY ACTION, INC.
Employer identification number (EIN):340965339
NAIC Classification:624100
NAIC Description: Individual and Family Services

Additional information about AKRON SUMMIT COMMUNITY ACTION, INC.

Jurisdiction of Incorporation: Ohio Secretary of State Business Services Division
Incorporation Date: 1966-06-22
Company Identification Number: 352031
Legal Registered Office Address: 1 CASCADE PLAZA
SUITE 825
AKRON
United States of America (USA)
44308

More information about AKRON SUMMIT COMMUNITY ACTION, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AKRON SUMMIT COMMUNITY ACTION INC. HEALTH AND WELFARE BENEFIT PLAN TRUST DBA GOHIO

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5022022-01-01MALCOLM COSTA2023-10-16
5022021-01-01MALCOLM COSTA2022-10-17
5022020-01-01RICHARD NELSON2021-10-15
5022019-01-01
5022018-01-01
5022017-01-01MALCOLM COSTA
5022016-01-01MALCOLM COSTA
5022015-01-01MALCOLM COSTA
5022014-01-01MALCOLM COSTA
5022013-01-01MALCOLM COSTA
5022012-01-01MALCOLM COSTA

Plan Statistics for AKRON SUMMIT COMMUNITY ACTION INC. HEALTH AND WELFARE BENEFIT PLAN TRUST DBA GOHIO

401k plan membership statisitcs for AKRON SUMMIT COMMUNITY ACTION INC. HEALTH AND WELFARE BENEFIT PLAN TRUST DBA GOHIO

Measure Date Value
2022: AKRON SUMMIT COMMUNITY ACTION INC. HEALTH AND WELFARE BENEFIT PLAN TRUST DBA GOHIO 2022 401k membership
Total participants, beginning-of-year2022-01-01200
Total number of active participants reported on line 7a of the Form 55002022-01-01181
Number of retired or separated participants receiving benefits2022-01-011
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-01182
2021: AKRON SUMMIT COMMUNITY ACTION INC. HEALTH AND WELFARE BENEFIT PLAN TRUST DBA GOHIO 2021 401k membership
Total participants, beginning-of-year2021-01-01220
Total number of active participants reported on line 7a of the Form 55002021-01-01199
Number of retired or separated participants receiving benefits2021-01-011
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-01200
2020: AKRON SUMMIT COMMUNITY ACTION INC. HEALTH AND WELFARE BENEFIT PLAN TRUST DBA GOHIO 2020 401k membership
Total participants, beginning-of-year2020-01-01215
Total number of active participants reported on line 7a of the Form 55002020-01-01219
Number of retired or separated participants receiving benefits2020-01-011
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-01220
2019: AKRON SUMMIT COMMUNITY ACTION INC. HEALTH AND WELFARE BENEFIT PLAN TRUST DBA GOHIO 2019 401k membership
Total participants, beginning-of-year2019-01-01210
Total number of active participants reported on line 7a of the Form 55002019-01-01214
Number of retired or separated participants receiving benefits2019-01-011
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-01215
2018: AKRON SUMMIT COMMUNITY ACTION INC. HEALTH AND WELFARE BENEFIT PLAN TRUST DBA GOHIO 2018 401k membership
Total participants, beginning-of-year2018-01-01212
Total number of active participants reported on line 7a of the Form 55002018-01-01209
Number of retired or separated participants receiving benefits2018-01-011
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-01210
2017: AKRON SUMMIT COMMUNITY ACTION INC. HEALTH AND WELFARE BENEFIT PLAN TRUST DBA GOHIO 2017 401k membership
Total participants, beginning-of-year2017-01-01219
Total number of active participants reported on line 7a of the Form 55002017-01-01210
Number of retired or separated participants receiving benefits2017-01-012
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-01212
2016: AKRON SUMMIT COMMUNITY ACTION INC. HEALTH AND WELFARE BENEFIT PLAN TRUST DBA GOHIO 2016 401k membership
Total participants, beginning-of-year2016-01-01208
Total number of active participants reported on line 7a of the Form 55002016-01-01215
Number of retired or separated participants receiving benefits2016-01-014
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-01219
2015: AKRON SUMMIT COMMUNITY ACTION INC. HEALTH AND WELFARE BENEFIT PLAN TRUST DBA GOHIO 2015 401k membership
Total participants, beginning-of-year2015-01-01207
Total number of active participants reported on line 7a of the Form 55002015-01-01207
Number of retired or separated participants receiving benefits2015-01-011
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-01208
2014: AKRON SUMMIT COMMUNITY ACTION INC. HEALTH AND WELFARE BENEFIT PLAN TRUST DBA GOHIO 2014 401k membership
Total participants, beginning-of-year2014-01-01215
Total number of active participants reported on line 7a of the Form 55002014-01-01203
Number of retired or separated participants receiving benefits2014-01-011
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-01204
2013: AKRON SUMMIT COMMUNITY ACTION INC. HEALTH AND WELFARE BENEFIT PLAN TRUST DBA GOHIO 2013 401k membership
Total participants, beginning-of-year2013-01-01198
Total number of active participants reported on line 7a of the Form 55002013-01-01214
Number of retired or separated participants receiving benefits2013-01-011
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-01215
2012: AKRON SUMMIT COMMUNITY ACTION INC. HEALTH AND WELFARE BENEFIT PLAN TRUST DBA GOHIO 2012 401k membership
Total participants, beginning-of-year2012-01-01201
Total number of active participants reported on line 7a of the Form 55002012-01-01196
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-012
Total of all active and inactive participants2012-01-01198

Financial Data on AKRON SUMMIT COMMUNITY ACTION INC. HEALTH AND WELFARE BENEFIT PLAN TRUST DBA GOHIO

Measure Date Value
2022 : AKRON SUMMIT COMMUNITY ACTION INC. HEALTH AND WELFARE BENEFIT PLAN TRUST DBA GOHIO 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-168,325
Total unrealized appreciation/depreciation of assets2022-12-31$-168,325
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$1,021,454
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$890,426
Total income from all sources (including contributions)2022-12-31$2,534,725
Total loss/gain on sale of assets2022-12-31$-6,577
Total of all expenses incurred2022-12-31$3,080,483
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,871,326
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,676,921
Value of total assets at end of year2022-12-31$2,901,258
Value of total assets at beginning of year2022-12-31$3,315,988
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$209,157
Total interest from all sources2022-12-31$7,617
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$25,089
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Administrative expenses professional fees incurred2022-12-31$60,645
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$139,342
Assets. Other investments not covered elsewhere at end of year2022-12-31$374,434
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$366,943
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$12,043
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$181,990
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$534,154
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$233,168
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$0
Administrative expenses (other) incurred2022-12-31$8,638
Liabilities. Value of operating payables at end of year2022-12-31$1,975
Liabilities. Value of operating payables at beginning of year2022-12-31$0
Total non interest bearing cash at end of year2022-12-31$868,136
Total non interest bearing cash at beginning of year2022-12-31$787,832
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-545,758
Value of net assets at end of year (total assets less liabilities)2022-12-31$1,879,804
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$2,425,562
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$6,054
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$733,421
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$895,234
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$743,277
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$731,825
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$731,825
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$7,617
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$482,504
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
Contributions received in cash from employer2022-12-31$2,537,579
Income. Dividends from common stock2022-12-31$25,089
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,376,779
Contract administrator fees2022-12-31$133,820
Liabilities. Value of benefit claims payable at end of year2022-12-31$786,311
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$890,426
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
Aggregate proceeds on sale of assets2022-12-31$35,034
Aggregate carrying amount (costs) on sale of assets2022-12-31$41,611
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31APPLE GROWTH PARTNERS
Accountancy firm EIN2022-12-31814504770
2021 : AKRON SUMMIT COMMUNITY ACTION INC. HEALTH AND WELFARE BENEFIT PLAN TRUST DBA GOHIO 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$46,295
Total unrealized appreciation/depreciation of assets2021-12-31$46,295
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$890,426
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$1,116,994
Total income from all sources (including contributions)2021-12-31$3,084,812
Total loss/gain on sale of assets2021-12-31$113,630
Total of all expenses incurred2021-12-31$2,707,042
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,492,202
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,903,366
Value of total assets at end of year2021-12-31$3,315,988
Value of total assets at beginning of year2021-12-31$3,164,786
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$214,840
Total interest from all sources2021-12-31$8,012
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$13,509
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$54,193
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$146,005
Assets. Other investments not covered elsewhere at end of year2021-12-31$366,943
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$357,886
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$5,941
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$2,396
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$534,154
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$170,623
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$251,975
Administrative expenses (other) incurred2021-12-31$7,854
Total non interest bearing cash at end of year2021-12-31$787,832
Total non interest bearing cash at beginning of year2021-12-31$1,163,463
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$377,770
Value of net assets at end of year (total assets less liabilities)2021-12-31$2,425,562
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$2,047,792
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$6,665
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$895,234
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$741,259
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$731,825
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$731,555
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$731,555
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$8,012
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$505,657
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
Contributions received in cash from employer2021-12-31$2,751,420
Income. Dividends from common stock2021-12-31$13,509
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,984,149
Contract administrator fees2021-12-31$146,128
Liabilities. Value of benefit claims payable at end of year2021-12-31$890,426
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$865,019
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
Aggregate proceeds on sale of assets2021-12-31$316,231
Aggregate carrying amount (costs) on sale of assets2021-12-31$202,601
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31APPLE GROWTH PARTNERS
Accountancy firm EIN2021-12-31814504770
2020 : AKRON SUMMIT COMMUNITY ACTION INC. HEALTH AND WELFARE BENEFIT PLAN TRUST DBA GOHIO 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$93,874
Total unrealized appreciation/depreciation of assets2020-12-31$93,874
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$1,116,994
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$779,900
Total income from all sources (including contributions)2020-12-31$3,136,337
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$2,724,255
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,509,155
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$3,019,862
Value of total assets at end of year2020-12-31$3,164,786
Value of total assets at beginning of year2020-12-31$2,415,610
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$215,100
Total interest from all sources2020-12-31$8,603
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$13,998
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$13,998
Administrative expenses professional fees incurred2020-12-31$55,354
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$151,838
Assets. Other investments not covered elsewhere at end of year2020-12-31$357,886
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$349,227
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$256
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$170,623
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$131,583
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$251,975
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$0
Administrative expenses (other) incurred2020-12-31$6,877
Liabilities. Value of operating payables at end of year2020-12-31$0
Liabilities. Value of operating payables at beginning of year2020-12-31$0
Total non interest bearing cash at end of year2020-12-31$1,163,463
Total non interest bearing cash at beginning of year2020-12-31$559,043
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$412,082
Value of net assets at end of year (total assets less liabilities)2020-12-31$2,047,792
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$1,635,710
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$5,012
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$741,259
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$647,385
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$731,555
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$728,372
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$728,372
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$8,603
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$473,117
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
Contributions received in cash from employer2020-12-31$2,868,024
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,035,782
Contract administrator fees2020-12-31$147,857
Liabilities. Value of benefit claims payable at end of year2020-12-31$865,019
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$779,900
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 plan2020-12-31Unqualified
Accountancy firm name2020-12-31APPLE GROWTH PARTNERS
Accountancy firm EIN2020-12-31341082617
2019 : AKRON SUMMIT COMMUNITY ACTION INC. HEALTH AND WELFARE BENEFIT PLAN TRUST DBA GOHIO 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$137,530
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$137,530
Total unrealized appreciation/depreciation of assets2019-12-31$137,530
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$779,900
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$1,091,368
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$1,091,368
Total income from all sources (including contributions)2019-12-31$3,017,323
Total income from all sources (including contributions)2019-12-31$3,017,323
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$2,810,497
Total of all expenses incurred2019-12-31$2,810,497
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,597,542
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,597,542
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,836,476
Value of total assets at end of year2019-12-31$2,415,610
Value of total assets at beginning of year2019-12-31$2,520,252
Value of total assets at beginning of year2019-12-31$2,520,252
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$212,955
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$212,955
Total interest from all sources2019-12-31$9,001
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$34,316
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$34,316
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
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$34,316
Administrative expenses professional fees incurred2019-12-31$53,490
Administrative expenses professional fees incurred2019-12-31$53,490
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$155,587
Assets. Other investments not covered elsewhere at end of year2019-12-31$349,227
Assets. Other investments not covered elsewhere at end of year2019-12-31$349,227
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$337,167
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$337,167
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$14,002
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$14,002
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$131,583
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$131,583
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$67,918
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$67,918
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$222,972
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$222,972
Administrative expenses (other) incurred2019-12-31$5,369
Administrative expenses (other) incurred2019-12-31$5,369
Liabilities. Value of operating payables at end of year2019-12-31$0
Liabilities. Value of operating payables at end of year2019-12-31$0
Liabilities. Value of operating payables at beginning of year2019-12-31$3,377
Liabilities. Value of operating payables at beginning of year2019-12-31$3,377
Total non interest bearing cash at end of year2019-12-31$552,880
Total non interest bearing cash at end of year2019-12-31$552,880
Total non interest bearing cash at beginning of year2019-12-31$419,468
Total non interest bearing cash at beginning of year2019-12-31$419,468
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
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$206,826
Value of net income/loss2019-12-31$206,826
Value of net assets at end of year (total assets less liabilities)2019-12-31$1,635,710
Value of net assets at end of year (total assets less liabilities)2019-12-31$1,635,710
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,428,884
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,428,884
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
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
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$7,191
Investment advisory and management fees2019-12-31$7,191
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$647,385
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$647,385
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$513,250
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$513,250
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$734,535
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$734,535
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$1,182,449
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$1,182,449
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$1,182,449
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$1,182,449
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$9,001
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$9,001
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$464,868
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$464,868
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
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
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$2,680,889
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,118,672
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,118,672
Contract administrator fees2019-12-31$146,905
Contract administrator fees2019-12-31$146,905
Liabilities. Value of benefit claims payable at end of year2019-12-31$779,900
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$865,019
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$865,019
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31APPLE GROWTH PARTNERS
Accountancy firm EIN2019-12-31341082617
Accountancy firm EIN2019-12-31341082617
2018 : AKRON SUMMIT COMMUNITY ACTION INC. HEALTH AND WELFARE BENEFIT PLAN TRUST DBA GOHIO 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-47,907
Total unrealized appreciation/depreciation of assets2018-12-31$-47,907
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$1,091,368
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$724,008
Total income from all sources (including contributions)2018-12-31$2,827,330
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$2,935,290
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,720,144
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,846,334
Value of total assets at end of year2018-12-31$2,520,252
Value of total assets at beginning of year2018-12-31$2,260,852
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$215,146
Total interest from all sources2018-12-31$12,549
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$16,354
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$16,354
Administrative expenses professional fees incurred2018-12-31$53,056
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$122,011
Assets. Other investments not covered elsewhere at end of year2018-12-31$337,167
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$323,514
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$10,975
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$67,918
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$95,140
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$222,972
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$0
Administrative expenses (other) incurred2018-12-31$20,028
Liabilities. Value of operating payables at end of year2018-12-31$3,377
Liabilities. Value of operating payables at beginning of year2018-12-31$0
Total non interest bearing cash at end of year2018-12-31$419,468
Total non interest bearing cash at beginning of year2018-12-31$564,223
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-107,960
Value of net assets at end of year (total assets less liabilities)2018-12-31$1,428,884
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$1,536,844
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$513,250
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$553,663
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$1,182,449
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$724,312
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$724,312
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$12,549
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$418,662
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$2,724,323
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,290,507
Contract administrator fees2018-12-31$142,062
Liabilities. Value of benefit claims payable at end of year2018-12-31$865,019
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$724,008
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)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31APPLE GROWTH PARTNERS
Accountancy firm EIN2018-12-31341082617
2017 : AKRON SUMMIT COMMUNITY ACTION INC. HEALTH AND WELFARE BENEFIT PLAN TRUST DBA GOHIO 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$86,801
Total unrealized appreciation/depreciation of assets2017-12-31$86,801
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$724,008
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$518,157
Total income from all sources (including contributions)2017-12-31$2,913,763
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$2,618,526
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$2,408,516
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,805,229
Value of total assets at end of year2017-12-31$2,260,852
Value of total assets at beginning of year2017-12-31$1,759,764
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$210,010
Total interest from all sources2017-12-31$11,739
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$9,994
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$9,994
Administrative expenses professional fees incurred2017-12-31$53,290
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$139,176
Assets. Other investments not covered elsewhere at end of year2017-12-31$323,514
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$310,369
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$15,986
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$95,140
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$71,297
Administrative expenses (other) incurred2017-12-31$12,973
Liabilities. Value of operating payables at end of year2017-12-31$0
Liabilities. Value of operating payables at beginning of year2017-12-31$7,614
Total non interest bearing cash at end of year2017-12-31$564,223
Total non interest bearing cash at beginning of year2017-12-31$191,487
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$295,237
Value of net assets at end of year (total assets less liabilities)2017-12-31$1,536,844
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$1,241,607
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$553,663
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$468,457
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$724,312
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$718,154
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$718,154
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$11,739
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$406,741
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
Contributions received in cash from employer2017-12-31$2,666,053
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,985,789
Contract administrator fees2017-12-31$143,747
Liabilities. Value of benefit claims payable at end of year2017-12-31$724,008
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$510,543
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)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31APPLE GROWTH PARTNERS
Accountancy firm EIN2017-12-31341082617
2016 : AKRON SUMMIT COMMUNITY ACTION INC. HEALTH AND WELFARE BENEFIT PLAN TRUST DBA GOHIO 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$42,908
Total unrealized appreciation/depreciation of assets2016-12-31$42,908
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$518,157
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$513,781
Total income from all sources (including contributions)2016-12-31$2,647,361
Total loss/gain on sale of assets2016-12-31$-2,675
Total of all expenses incurred2016-12-31$3,064,306
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$2,836,110
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,586,363
Value of total assets at end of year2016-12-31$1,759,764
Value of total assets at beginning of year2016-12-31$2,172,333
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$228,196
Total interest from all sources2016-12-31$11,173
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$9,592
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$9,592
Administrative expenses professional fees incurred2016-12-31$61,386
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$122,778
Assets. Other investments not covered elsewhere at end of year2016-12-31$310,369
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$337,814
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$7,405
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$71,297
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$186,221
Administrative expenses (other) incurred2016-12-31$24,926
Liabilities. Value of operating payables at end of year2016-12-31$7,614
Liabilities. Value of operating payables at beginning of year2016-12-31$15,000
Total non interest bearing cash at end of year2016-12-31$191,487
Total non interest bearing cash at beginning of year2016-12-31$5,124
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-416,945
Value of net assets at end of year (total assets less liabilities)2016-12-31$1,241,607
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$1,658,552
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$468,457
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$427,217
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$718,154
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$1,215,957
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$1,215,957
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$11,173
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$365,439
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
Contributions received in cash from employer2016-12-31$2,463,585
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$2,463,266
Contract administrator fees2016-12-31$141,884
Liabilities. Value of benefit claims payable at end of year2016-12-31$510,543
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$498,781
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
Aggregate proceeds on sale of assets2016-12-31$1,051
Aggregate carrying amount (costs) on sale of assets2016-12-31$3,726
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31APPLE GROWTH PARTNERS
Accountancy firm EIN2016-12-31341082617
2015 : AKRON SUMMIT COMMUNITY ACTION INC. HEALTH AND WELFARE BENEFIT PLAN TRUST DBA GOHIO 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-4,873
Total unrealized appreciation/depreciation of assets2015-12-31$-4,873
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$513,781
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$379,369
Total income from all sources (including contributions)2015-12-31$2,563,378
Total loss/gain on sale of assets2015-12-31$-614
Total of all expenses incurred2015-12-31$2,650,109
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$2,426,100
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,548,590
Value of total assets at end of year2015-12-31$2,172,333
Value of total assets at beginning of year2015-12-31$2,124,652
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$224,009
Total interest from all sources2015-12-31$11,168
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$9,107
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$9,107
Administrative expenses professional fees incurred2015-12-31$48,335
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$106,241
Assets. Other investments not covered elsewhere at end of year2015-12-31$337,814
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$280,849
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$186,221
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$32,348
Administrative expenses (other) incurred2015-12-31$40,301
Liabilities. Value of operating payables at end of year2015-12-31$15,000
Liabilities. Value of operating payables at beginning of year2015-12-31$0
Total non interest bearing cash at end of year2015-12-31$5,124
Total non interest bearing cash at beginning of year2015-12-31$332,287
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-86,731
Value of net assets at end of year (total assets less liabilities)2015-12-31$1,658,552
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$1,745,283
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$427,217
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$445,870
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$1,215,957
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$1,033,298
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$1,033,298
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$11,168
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$322,682
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 contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$2,442,349
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$2,103,418
Contract administrator fees2015-12-31$135,373
Liabilities. Value of benefit claims payable at end of year2015-12-31$498,781
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$379,369
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
Aggregate proceeds on sale of assets2015-12-31$16,182
Aggregate carrying amount (costs) on sale of assets2015-12-31$16,796
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31APPLE GROWTH PARTNERS
Accountancy firm EIN2015-12-31341082617
2014 : AKRON SUMMIT COMMUNITY ACTION INC. HEALTH AND WELFARE BENEFIT PLAN TRUST DBA GOHIO 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$19,253
Total unrealized appreciation/depreciation of assets2014-12-31$19,253
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$2,231
Total income from all sources (including contributions)2014-12-31$2,499,244
Total loss/gain on sale of assets2014-12-31$-2,771
Total of all expenses incurred2014-12-31$2,265,366
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$2,039,325
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,462,013
Value of total assets at end of year2014-12-31$2,124,652
Value of total assets at beginning of year2014-12-31$1,893,005
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$226,041
Total interest from all sources2014-12-31$12,952
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$7,797
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$7,797
Administrative expenses professional fees incurred2014-12-31$51,885
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$104,325
Assets. Other investments not covered elsewhere at end of year2014-12-31$280,849
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$267,210
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$32,348
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$66,913
Administrative expenses (other) incurred2014-12-31$41,396
Liabilities. Value of operating payables at end of year2014-12-31$0
Liabilities. Value of operating payables at beginning of year2014-12-31$2,231
Total non interest bearing cash at end of year2014-12-31$332,287
Total non interest bearing cash at beginning of year2014-12-31$227,468
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$233,878
Value of net assets at end of year (total assets less liabilities)2014-12-31$2,124,652
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$1,890,774
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$445,870
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$303,540
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$1,033,298
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$1,027,874
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$1,027,874
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$12,952
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$306,282
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 contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$2,357,688
Employer contributions (assets) at end of year2014-12-31$0
Employer contributions (assets) at beginning of year2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,733,043
Contract administrator fees2014-12-31$132,760
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
Aggregate proceeds on sale of assets2014-12-31$51,080
Aggregate carrying amount (costs) on sale of assets2014-12-31$53,851
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31APPLE GROWTH PARTNERS
Accountancy firm EIN2014-12-31341082617
2013 : AKRON SUMMIT COMMUNITY ACTION INC. HEALTH AND WELFARE BENEFIT PLAN TRUST DBA GOHIO 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$9,065
Total unrealized appreciation/depreciation of assets2013-12-31$9,065
Total transfer of assets to this plan2013-12-31$187,547
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$2,231
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$61,922
Total income from all sources (including contributions)2013-12-31$2,263,443
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$2,096,260
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,912,379
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$2,239,483
Value of total assets at end of year2013-12-31$1,826,092
Value of total assets at beginning of year2013-12-31$1,531,053
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$183,881
Total interest from all sources2013-12-31$13,529
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$1,366
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$1,366
Administrative expenses professional fees incurred2013-12-31$48,975
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$95,696
Assets. Other investments not covered elsewhere at end of year2013-12-31$267,210
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$62,790
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$66,913
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$0
Administrative expenses (other) incurred2013-12-31$10,104
Liabilities. Value of operating payables at end of year2013-12-31$2,231
Liabilities. Value of operating payables at beginning of year2013-12-31$61,922
Total non interest bearing cash at end of year2013-12-31$227,468
Total non interest bearing cash at beginning of year2013-12-31$1,281,781
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$167,183
Value of net assets at end of year (total assets less liabilities)2013-12-31$1,823,861
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,469,131
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$303,540
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$1,027,874
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$13,529
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$352,804
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
Contributions received in cash from employer2013-12-31$2,143,787
Employer contributions (assets) at end of year2013-12-31$0
Employer contributions (assets) at beginning of year2013-12-31$186,482
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,559,575
Contract administrator fees2013-12-31$124,802
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)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31APPLE GROWTH PARTNERS
Accountancy firm EIN2013-12-31341082617
2012 : AKRON SUMMIT COMMUNITY ACTION INC. HEALTH AND WELFARE BENEFIT PLAN TRUST DBA GOHIO 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$72
Total unrealized appreciation/depreciation of assets2012-12-31$72
Total transfer of assets to this plan2012-12-31$1,067,072
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$61,922
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$2,193,422
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,791,363
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,621,811
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,193,350
Value of total assets at end of year2012-12-31$1,531,053
Value of total assets at beginning of year2012-12-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$169,552
Total interest from all sources2012-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$45,851
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$88,007
Assets. Other investments not covered elsewhere at end of year2012-12-31$62,790
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$1,065
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-12-31$4,956
Administrative expenses (other) incurred2012-12-31$8,744
Liabilities. Value of operating payables at end of year2012-12-31$61,922
Liabilities. Value of operating payables at beginning of year2012-12-31$0
Total non interest bearing cash at end of year2012-12-31$1,281,781
Total non interest bearing cash at beginning of year2012-12-31$0
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$402,059
Value of net assets at end of year (total assets less liabilities)2012-12-31$1,469,131
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$0
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
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$351,296
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
Contributions received in cash from employer2012-12-31$2,104,278
Employer contributions (assets) at end of year2012-12-31$186,482
Employer contributions (assets) at beginning of year2012-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,265,559
Contract administrator fees2012-12-31$114,957
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)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31APPLE GROWTH PARTNERS
Accountancy firm EIN2012-12-31341082617

Form 5500 Responses for AKRON SUMMIT COMMUNITY ACTION INC. HEALTH AND WELFARE BENEFIT PLAN TRUST DBA GOHIO

2022: AKRON SUMMIT COMMUNITY ACTION INC. HEALTH AND WELFARE BENEFIT PLAN TRUST DBA GOHIO 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 planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: AKRON SUMMIT COMMUNITY ACTION INC. HEALTH AND WELFARE BENEFIT PLAN TRUST DBA GOHIO 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 planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: AKRON SUMMIT COMMUNITY ACTION INC. HEALTH AND WELFARE BENEFIT PLAN TRUST DBA GOHIO 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 planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: AKRON SUMMIT COMMUNITY ACTION INC. HEALTH AND WELFARE BENEFIT PLAN TRUST DBA GOHIO 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 planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: AKRON SUMMIT COMMUNITY ACTION INC. HEALTH AND WELFARE BENEFIT PLAN TRUST DBA GOHIO 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 planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: AKRON SUMMIT COMMUNITY ACTION INC. HEALTH AND WELFARE BENEFIT PLAN TRUST DBA GOHIO 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 planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: AKRON SUMMIT COMMUNITY ACTION INC. HEALTH AND WELFARE BENEFIT PLAN TRUST DBA GOHIO 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 planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: AKRON SUMMIT COMMUNITY ACTION INC. HEALTH AND WELFARE BENEFIT PLAN TRUST DBA GOHIO 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 planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: AKRON SUMMIT COMMUNITY ACTION INC. HEALTH AND WELFARE BENEFIT PLAN TRUST DBA GOHIO 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 planNo
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: AKRON SUMMIT COMMUNITY ACTION INC. HEALTH AND WELFARE BENEFIT PLAN TRUST DBA GOHIO 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedYes
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 planNo
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: AKRON SUMMIT COMMUNITY ACTION INC. HEALTH AND WELFARE BENEFIT PLAN TRUST DBA GOHIO 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01First time form 5500 has been submittedYes
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 planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

INTERNATIONAL INSURANCE AGENCY (National Association of Insurance Commissioners NAIC id number: 86355 )
Policy contract number169745-A
Policy instance 2
Insurance contract or identification number169745-A
Number of Individuals Covered183
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $35,517
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STHEALTH/CHARTIS (National Association of Insurance Commissioners NAIC id number: 77828 )
Policy contract numberHCL31972
Policy instance 1
Insurance contract or identification numberHCL31972
Number of Individuals Covered183
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $446,987
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
INTERNATIONAL INSURANCE AGENCY (National Association of Insurance Commissioners NAIC id number: 86355 )
Policy contract number169745-A
Policy instance 3
Insurance contract or identification number169745-A
Number of Individuals Covered195
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $2,878
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STHEALTH/CHARTIS (National Association of Insurance Commissioners NAIC id number: 77828 )
Policy contract numberHCL31972
Policy instance 2
Insurance contract or identification numberHCL31972
Number of Individuals Covered195
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $465,463
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract numberPLIMHS
Policy instance 1
Insurance contract or identification numberPLIMHS
Number of Individuals Covered195
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $37,315
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STHEALTH/CHARTIS (National Association of Insurance Commissioners NAIC id number: 77828 )
Policy contract numberHCL31972
Policy instance 2
Insurance contract or identification numberHCL31972
Number of Individuals Covered219
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $449,588
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract numberPLIMHS
Policy instance 1
Insurance contract or identification numberPLIMHS
Number of Individuals Covered219
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $42,736
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 )
Policy contract numberHCL31972
Policy instance 2
Insurance contract or identification numberHCL31972
Number of Individuals Covered214
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $113
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $422,603
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $113
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract numberPLIMHS
Policy instance 1
Insurance contract or identification numberPLIMHS
Number of Individuals Covered214
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $42,152
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 )
Policy contract numberHCL31972
Policy instance 2
Insurance contract or identification numberHCL31972
Number of Individuals Covered205
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $37,832
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $340,604
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $37,832
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract numberPLIMHS
Policy instance 1
Insurance contract or identification numberPLIMHS
Number of Individuals Covered205
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $40,226
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 )
Policy contract numberHCL31972
Policy instance 2
Insurance contract or identification numberHCL31972
Number of Individuals Covered208
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $33,648
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $336,422
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $33,648
Insurance broker organization code?3
Insurance broker nameHUNTINGTON INSURANCE
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract numberPLIMHS
Policy instance 1
Insurance contract or identification numberPLIMHS
Number of Individuals Covered208
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $39,136
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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