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NATIONAL 4-H COUNCIL EMPLOYEES RETIREMENT PLAN 401k Plan overview

Plan NameNATIONAL 4-H COUNCIL EMPLOYEES RETIREMENT PLAN
Plan identification number 001

NATIONAL 4-H COUNCIL EMPLOYEES RETIREMENT PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).

401k Sponsoring company profile

NATIONAL 4-H COUNCIL has sponsored the creation of one or more 401k plans.

Company Name:NATIONAL 4-H COUNCIL
Employer identification number (EIN):362862206
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Additional information about NATIONAL 4-H COUNCIL

Jurisdiction of Incorporation: Ohio Secretary of State Business Services Division
Incorporation Date: 1976-01-09
Company Identification Number: 475953
Legal Registered Office Address: 1300 E 9TH ST
-
CLEVELAND
United States of America (USA)
44114

More information about NATIONAL 4-H COUNCIL

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NATIONAL 4-H COUNCIL EMPLOYEES RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-07-01
0012020-07-01
0012019-07-01
0012018-07-01
0012017-07-01KRISTA SIMONSEN
0012016-07-01JEFFREY ARMSTRONG
0012015-07-01JEFFREY ARMSTRONG JANE ANGELICH2017-02-22
0012014-07-01JOSEPH ROCHE
0012013-07-01JOSEPH ROCHE
0012012-07-01DERON LEHMAN DERON LEHMAN2014-04-14
0012011-07-01JENNIFER SIRANGELO JENNIFER SIRANGELO2013-04-15
0012010-07-01CRAVEN RAND
0012009-07-01 CRAVEN RAND2011-04-15
0012009-07-01 CRAVEN RAND2011-04-15
0012009-07-01CRAVEN RAND

Plan Statistics for NATIONAL 4-H COUNCIL EMPLOYEES RETIREMENT PLAN

401k plan membership statisitcs for NATIONAL 4-H COUNCIL EMPLOYEES RETIREMENT PLAN

Measure Date Value
2022: NATIONAL 4-H COUNCIL EMPLOYEES RETIREMENT PLAN 2022 401k membership
Market value of plan assets2022-06-3013,703,378
Acturial value of plan assets2022-06-3012,377,400
Funding target for retired participants and beneficiaries receiving payment2022-06-3010,352,831
Number of terminated vested participants2022-06-3070
Fundng target for terminated vested participants2022-06-302,441,472
Active participant vested funding target2022-06-30446,981
Number of active participants2022-06-3014
Total funding liabilities for active participants2022-06-30449,335
Total participant count2022-06-30218
Total funding target for all participants2022-06-3013,243,638
Balance at beginning of prior year after applicable adjustments2022-06-300
Prefunding balance at beginning of prior year after applicable adjustments2022-06-300
Carryover balanced portion elected for use to offset prior years funding requirement2022-06-300
Prefunding balanced used to offset prior years funding requirement2022-06-300
Amount remaining of carryover balance2022-06-300
Amount remaining of prefunding balance2022-06-300
Present value of excess contributions2022-06-301,487
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-06-301,566
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-06-300
Reductions in caryover balances due to elections or deemed elections2022-06-300
Reductions in prefunding balances due to elections or deemed elections2022-06-300
Balance of carryovers at beginning of current year2022-06-300
Balance of prefunding at beginning of current year2022-06-300
Total employer contributions2022-06-30319,216
Total employee contributions2022-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2022-06-300
Contributions made to avoid restrictions adjusted to valuation date2022-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-06-30304,612
Liquidity shortfalls end of Q12022-06-300
Liquidity shortfalls end of Q22022-06-300
Liquidity shortfalls end of Q32022-06-300
Liquidity shortfalls end of Q42022-06-300
Unpaid minimum required contributions for all prior years2022-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-06-300
Remaining amount of unpaid minimum required contributions2022-06-300
Minimum required contributions for current year target normal cost2022-06-30222,247
Net shortfall amortization installment of oustanding balance2022-06-30866,238
Waiver amortization installment2022-06-300
Total funding amount beforereflecting carryover/prefunding balances2022-06-30303,016
Additional cash requirement2022-06-30303,016
Contributions allocatedtoward minimum required contributions for current year2022-06-30304,612
Unpaid minimum required contributions for current year2022-06-300
Unpaid minimum required contributions for all years2022-06-300
2021: NATIONAL 4-H COUNCIL EMPLOYEES RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-07-01218
Total number of active participants reported on line 7a of the Form 55002021-07-0114
Number of retired or separated participants receiving benefits2021-07-01117
Number of other retired or separated participants entitled to future benefits2021-07-0166
Total of all active and inactive participants2021-07-01197
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-0118
Total participants2021-07-01215
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-010
Market value of plan assets2021-06-3011,452,842
Acturial value of plan assets2021-06-3011,989,113
Funding target for retired participants and beneficiaries receiving payment2021-06-3010,305,644
Number of terminated vested participants2021-06-3073
Fundng target for terminated vested participants2021-06-302,504,961
Active participant vested funding target2021-06-30896,517
Number of active participants2021-06-3019
Total funding liabilities for active participants2021-06-30899,126
Total participant count2021-06-30220
Total funding target for all participants2021-06-3013,709,731
Balance at beginning of prior year after applicable adjustments2021-06-300
Prefunding balance at beginning of prior year after applicable adjustments2021-06-300
Carryover balanced portion elected for use to offset prior years funding requirement2021-06-300
Prefunding balanced used to offset prior years funding requirement2021-06-300
Amount remaining of carryover balance2021-06-300
Amount remaining of prefunding balance2021-06-300
Present value of excess contributions2021-06-301,618
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-06-301,707
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-06-300
Reductions in caryover balances due to elections or deemed elections2021-06-300
Reductions in prefunding balances due to elections or deemed elections2021-06-300
Balance of carryovers at beginning of current year2021-06-300
Balance of prefunding at beginning of current year2021-06-300
Total employer contributions2021-06-30591,916
Total employee contributions2021-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2021-06-300
Contributions made to avoid restrictions adjusted to valuation date2021-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-06-30566,875
Liquidity shortfalls end of Q12021-06-300
Liquidity shortfalls end of Q22021-06-300
Liquidity shortfalls end of Q32021-06-300
Liquidity shortfalls end of Q42021-06-300
Unpaid minimum required contributions for all prior years2021-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-06-300
Remaining amount of unpaid minimum required contributions2021-06-300
Minimum required contributions for current year target normal cost2021-06-30210,587
Net shortfall amortization installment of oustanding balance2021-06-301,720,618
Waiver amortization installment2021-06-300
Total funding amount beforereflecting carryover/prefunding balances2021-06-30565,388
Carryover balance elected to use to offset funding requirement2021-06-300
Prefunding balance elected to use to offset funding requirement2021-06-300
Additional cash requirement2021-06-30565,388
Contributions allocatedtoward minimum required contributions for current year2021-06-30566,875
Unpaid minimum required contributions for current year2021-06-300
Unpaid minimum required contributions for all years2021-06-300
2020: NATIONAL 4-H COUNCIL EMPLOYEES RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-07-01220
Total number of active participants reported on line 7a of the Form 55002020-07-0114
Number of retired or separated participants receiving benefits2020-07-01116
Number of other retired or separated participants entitled to future benefits2020-07-0170
Total of all active and inactive participants2020-07-01200
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-0118
Total participants2020-07-01218
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-010
Market value of plan assets2020-06-3012,102,379
Acturial value of plan assets2020-06-3012,355,135
Funding target for retired participants and beneficiaries receiving payment2020-06-309,572,795
Number of terminated vested participants2020-06-3076
Fundng target for terminated vested participants2020-06-302,486,593
Active participant vested funding target2020-06-301,605,775
Number of active participants2020-06-3036
Total funding liabilities for active participants2020-06-301,610,666
Total participant count2020-06-30229
Total funding target for all participants2020-06-3013,670,054
Balance at beginning of prior year after applicable adjustments2020-06-300
Prefunding balance at beginning of prior year after applicable adjustments2020-06-300
Carryover balanced portion elected for use to offset prior years funding requirement2020-06-300
Prefunding balanced used to offset prior years funding requirement2020-06-300
Amount remaining of carryover balance2020-06-300
Amount remaining of prefunding balance2020-06-300
Present value of excess contributions2020-06-302,057
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-06-302,173
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-06-300
Reductions in caryover balances due to elections or deemed elections2020-06-300
Reductions in prefunding balances due to elections or deemed elections2020-06-300
Balance of carryovers at beginning of current year2020-06-300
Balance of prefunding at beginning of current year2020-06-300
Total employer contributions2020-06-30474,527
Total employee contributions2020-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2020-06-300
Contributions made to avoid restrictions adjusted to valuation date2020-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-06-30456,033
Liquidity shortfalls end of Q12020-06-300
Liquidity shortfalls end of Q22020-06-300
Liquidity shortfalls end of Q32020-06-300
Liquidity shortfalls end of Q42020-06-300
Unpaid minimum required contributions for all prior years2020-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-06-300
Remaining amount of unpaid minimum required contributions2020-06-300
Minimum required contributions for current year target normal cost2020-06-30198,540
Net shortfall amortization installment of oustanding balance2020-06-301,314,919
Waiver amortization installment2020-06-300
Total funding amount beforereflecting carryover/prefunding balances2020-06-30454,415
Carryover balance elected to use to offset funding requirement2020-06-300
Prefunding balance elected to use to offset funding requirement2020-06-300
Additional cash requirement2020-06-30454,415
Contributions allocatedtoward minimum required contributions for current year2020-06-30456,033
Unpaid minimum required contributions for current year2020-06-300
Unpaid minimum required contributions for all years2020-06-300
2019: NATIONAL 4-H COUNCIL EMPLOYEES RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-07-01229
Total number of active participants reported on line 7a of the Form 55002019-07-0119
Number of retired or separated participants receiving benefits2019-07-01112
Number of other retired or separated participants entitled to future benefits2019-07-0173
Total of all active and inactive participants2019-07-01204
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-0116
Total participants2019-07-01220
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-010
Market value of plan assets2019-06-3012,545,050
Acturial value of plan assets2019-06-3012,263,507
Funding target for retired participants and beneficiaries receiving payment2019-06-309,427,219
Number of terminated vested participants2019-06-3076
Fundng target for terminated vested participants2019-06-302,314,033
Active participant vested funding target2019-06-301,598,667
Number of active participants2019-06-3040
Total funding liabilities for active participants2019-06-301,609,109
Total participant count2019-06-30237
Total funding target for all participants2019-06-3013,350,361
Balance at beginning of prior year after applicable adjustments2019-06-300
Prefunding balance at beginning of prior year after applicable adjustments2019-06-300
Carryover balanced portion elected for use to offset prior years funding requirement2019-06-300
Prefunding balanced used to offset prior years funding requirement2019-06-300
Amount remaining of carryover balance2019-06-300
Amount remaining of prefunding balance2019-06-300
Present value of excess contributions2019-06-30838
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-06-30887
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-06-300
Reductions in caryover balances due to elections or deemed elections2019-06-300
Reductions in prefunding balances due to elections or deemed elections2019-06-300
Balance of carryovers at beginning of current year2019-06-300
Balance of prefunding at beginning of current year2019-06-300
Total employer contributions2019-06-30424,021
Total employee contributions2019-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2019-06-300
Contributions made to avoid restrictions adjusted to valuation date2019-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-06-30403,440
Liquidity shortfalls end of Q12019-06-300
Liquidity shortfalls end of Q22019-06-300
Liquidity shortfalls end of Q32019-06-300
Liquidity shortfalls end of Q42019-06-300
Unpaid minimum required contributions for all prior years2019-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-06-300
Remaining amount of unpaid minimum required contributions2019-06-300
Minimum required contributions for current year target normal cost2019-06-30206,187
Net shortfall amortization installment of oustanding balance2019-06-301,086,854
Waiver amortization installment2019-06-300
Total funding amount beforereflecting carryover/prefunding balances2019-06-30401,383
Carryover balance elected to use to offset funding requirement2019-06-300
Prefunding balance elected to use to offset funding requirement2019-06-300
Additional cash requirement2019-06-30401,383
Contributions allocatedtoward minimum required contributions for current year2019-06-30403,440
Unpaid minimum required contributions for current year2019-06-300
Unpaid minimum required contributions for all years2019-06-300
2018: NATIONAL 4-H COUNCIL EMPLOYEES RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-01236
Total number of active participants reported on line 7a of the Form 55002018-07-0136
Number of retired or separated participants receiving benefits2018-07-01102
Number of other retired or separated participants entitled to future benefits2018-07-0176
Total of all active and inactive participants2018-07-01214
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-0115
Total participants2018-07-01229
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-010
Market value of plan assets2018-06-3012,549,689
Acturial value of plan assets2018-06-3012,406,039
Funding target for retired participants and beneficiaries receiving payment2018-06-308,720,947
Number of terminated vested participants2018-06-3077
Fundng target for terminated vested participants2018-06-302,109,557
Active participant vested funding target2018-06-302,298,726
Number of active participants2018-06-3048
Total funding liabilities for active participants2018-06-302,313,026
Total participant count2018-06-30242
Total funding target for all participants2018-06-3013,143,530
Balance at beginning of prior year after applicable adjustments2018-06-300
Prefunding balance at beginning of prior year after applicable adjustments2018-06-300
Carryover balanced portion elected for use to offset prior years funding requirement2018-06-300
Prefunding balanced used to offset prior years funding requirement2018-06-300
Amount remaining of carryover balance2018-06-300
Amount remaining of prefunding balance2018-06-300
Present value of excess contributions2018-06-304,810
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-06-305,101
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-06-300
Reductions in caryover balances due to elections or deemed elections2018-06-300
Reductions in prefunding balances due to elections or deemed elections2018-06-300
Balance of carryovers at beginning of current year2018-06-300
Balance of prefunding at beginning of current year2018-06-300
Total employer contributions2018-06-30352,848
Total employee contributions2018-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2018-06-300
Contributions made to avoid restrictions adjusted to valuation date2018-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-06-30334,185
Liquidity shortfalls end of Q12018-06-300
Liquidity shortfalls end of Q22018-06-300
Liquidity shortfalls end of Q32018-06-300
Liquidity shortfalls end of Q42018-06-300
Unpaid minimum required contributions for all prior years2018-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-06-300
Remaining amount of unpaid minimum required contributions2018-06-300
Minimum required contributions for current year target normal cost2018-06-30209,320
Net shortfall amortization installment of oustanding balance2018-06-30737,491
Waiver amortization installment2018-06-300
Total funding amount beforereflecting carryover/prefunding balances2018-06-30333,347
Carryover balance elected to use to offset funding requirement2018-06-300
Prefunding balance elected to use to offset funding requirement2018-06-300
Additional cash requirement2018-06-30333,347
Contributions allocatedtoward minimum required contributions for current year2018-06-30334,185
Unpaid minimum required contributions for current year2018-06-300
Unpaid minimum required contributions for all years2018-06-300
2017: NATIONAL 4-H COUNCIL EMPLOYEES RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-01242
Total number of active participants reported on line 7a of the Form 55002017-07-0140
Number of retired or separated participants receiving benefits2017-07-01106
Number of other retired or separated participants entitled to future benefits2017-07-0176
Total of all active and inactive participants2017-07-01222
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-0114
Total participants2017-07-01236
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-010
Market value of plan assets2017-06-3012,085,897
Acturial value of plan assets2017-06-3012,950,200
Funding target for retired participants and beneficiaries receiving payment2017-06-308,676,486
Number of terminated vested participants2017-06-3083
Fundng target for terminated vested participants2017-06-302,198,817
Active participant vested funding target2017-06-302,211,045
Number of active participants2017-06-3049
Total funding liabilities for active participants2017-06-302,225,287
Total participant count2017-06-30247
Total funding target for all participants2017-06-3013,100,590
Balance at beginning of prior year after applicable adjustments2017-06-300
Prefunding balance at beginning of prior year after applicable adjustments2017-06-300
Carryover balanced portion elected for use to offset prior years funding requirement2017-06-300
Prefunding balanced used to offset prior years funding requirement2017-06-300
Amount remaining of carryover balance2017-06-300
Amount remaining of prefunding balance2017-06-300
Present value of excess contributions2017-06-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-06-300
Balance of carryovers at beginning of current year2017-06-300
Balance of prefunding at beginning of current year2017-06-300
Total employer contributions2017-06-30208,428
Total employee contributions2017-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2017-06-300
Contributions made to avoid restrictions adjusted to valuation date2017-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-06-30193,338
Unpaid minimum required contributions for all prior years2017-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-06-300
Remaining amount of unpaid minimum required contributions2017-06-300
Minimum required contributions for current year target normal cost2017-06-30163,680
Net shortfall amortization installment of oustanding balance2017-06-30150,390
Waiver amortization installment2017-06-300
Waived amount of outstanding balance2017-06-300
Total funding amount beforereflecting carryover/prefunding balances2017-06-30188,528
Carryover balance elected to use to offset funding requirement2017-06-300
Prefunding balance elected to use to offset funding requirement2017-06-300
Additional cash requirement2017-06-30188,528
Contributions allocatedtoward minimum required contributions for current year2017-06-30193,338
Unpaid minimum required contributions for current year2017-06-300
Unpaid minimum required contributions for all years2017-06-300
2016: NATIONAL 4-H COUNCIL EMPLOYEES RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-01246
Total number of active participants reported on line 7a of the Form 55002016-07-0148
Number of retired or separated participants receiving benefits2016-07-01102
Number of other retired or separated participants entitled to future benefits2016-07-0177
Total of all active and inactive participants2016-07-01227
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-0114
Total participants2016-07-01241
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-010
2015: NATIONAL 4-H COUNCIL EMPLOYEES RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-01250
Total number of active participants reported on line 7a of the Form 55002015-07-0149
Number of retired or separated participants receiving benefits2015-07-0199
Number of other retired or separated participants entitled to future benefits2015-07-0183
Total of all active and inactive participants2015-07-01231
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-0115
Total participants2015-07-01246
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-010
2014: NATIONAL 4-H COUNCIL EMPLOYEES RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-01253
Total number of active participants reported on line 7a of the Form 55002014-07-0155
Number of retired or separated participants receiving benefits2014-07-0196
Number of other retired or separated participants entitled to future benefits2014-07-0183
Total of all active and inactive participants2014-07-01234
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-0116
Total participants2014-07-01250
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-010
2013: NATIONAL 4-H COUNCIL EMPLOYEES RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-01255
Total number of active participants reported on line 7a of the Form 55002013-07-0162
Number of retired or separated participants receiving benefits2013-07-0198
Number of other retired or separated participants entitled to future benefits2013-07-0178
Total of all active and inactive participants2013-07-01238
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-0115
Total participants2013-07-01253
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-010
2012: NATIONAL 4-H COUNCIL EMPLOYEES RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-01258
Total number of active participants reported on line 7a of the Form 55002012-07-0173
Number of retired or separated participants receiving benefits2012-07-0196
Number of other retired or separated participants entitled to future benefits2012-07-0172
Total of all active and inactive participants2012-07-01241
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-0114
Total participants2012-07-01255
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-010
2011: NATIONAL 4-H COUNCIL EMPLOYEES RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-01265
Total number of active participants reported on line 7a of the Form 55002011-07-0175
Number of retired or separated participants receiving benefits2011-07-0193
Number of other retired or separated participants entitled to future benefits2011-07-0175
Total of all active and inactive participants2011-07-01243
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-0115
Total participants2011-07-01258
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-012
2010: NATIONAL 4-H COUNCIL EMPLOYEES RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-07-01273
Total number of active participants reported on line 7a of the Form 55002010-07-0187
Number of retired or separated participants receiving benefits2010-07-0189
Number of other retired or separated participants entitled to future benefits2010-07-0176
Total of all active and inactive participants2010-07-01252
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-07-0113
Total participants2010-07-01265
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-07-014
2009: NATIONAL 4-H COUNCIL EMPLOYEES RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-01289
Total number of active participants reported on line 7a of the Form 55002009-07-01100
Number of retired or separated participants receiving benefits2009-07-0190
Number of other retired or separated participants entitled to future benefits2009-07-0171
Total of all active and inactive participants2009-07-01261
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-0112
Total participants2009-07-01273
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-0111

Financial Data on NATIONAL 4-H COUNCIL EMPLOYEES RETIREMENT PLAN

Measure Date Value
2022 : NATIONAL 4-H COUNCIL EMPLOYEES RETIREMENT PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-06-30$-1,917,130
Total unrealized appreciation/depreciation of assets2022-06-30$-1,917,130
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$8,400
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$16,800
Total income from all sources (including contributions)2022-06-30$-1,354,889
Total loss/gain on sale of assets2022-06-30$-4,841
Total of all expenses incurred2022-06-30$1,199,725
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$1,085,468
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$319,216
Value of total assets at end of year2022-06-30$11,159,084
Value of total assets at beginning of year2022-06-30$13,722,098
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$114,257
Total interest from all sources2022-06-30$1,777
Total dividends received (eg from common stock, registered investment company shares)2022-06-30$246,089
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2022-06-30$246,089
Administrative expenses professional fees incurred2022-06-30$30,425
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$1,000,000
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Liabilities. Value of operating payables at end of year2022-06-30$8,400
Liabilities. Value of operating payables at beginning of year2022-06-30$16,800
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$-2,554,614
Value of net assets at end of year (total assets less liabilities)2022-06-30$11,150,684
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$13,705,298
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30No
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Investment advisory and management fees2022-06-30$82,531
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-06-30$10,687,470
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-06-30$13,071,488
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-06-30$251,387
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-06-30$402,314
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-06-30$402,314
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-06-30$1,777
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-06-30$105,548
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-06-30$110,796
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30No
Was there a failure to transmit to the plan any participant contributions2022-06-30No
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Contributions received in cash from employer2022-06-30$319,216
Employer contributions (assets) at end of year2022-06-30$114,679
Employer contributions (assets) at beginning of year2022-06-30$137,500
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$1,085,468
Contract administrator fees2022-06-30$1,301
Did the plan have assets held for investment2022-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-30No
Aggregate proceeds on sale of assets2022-06-30$2,364,561
Aggregate carrying amount (costs) on sale of assets2022-06-30$2,369,402
Opinion of an independent qualified public accountant for this plan2022-06-30Unqualified
Accountancy firm name2022-06-30BDO USA, LLP
Accountancy firm EIN2022-06-30135381590
2021 : NATIONAL 4-H COUNCIL EMPLOYEES RETIREMENT PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-06-30$2,690,028
Total unrealized appreciation/depreciation of assets2021-06-30$2,690,028
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$16,800
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$15,812
Total income from all sources (including contributions)2021-06-30$3,596,556
Total loss/gain on sale of assets2021-06-30$0
Total of all expenses incurred2021-06-30$1,345,128
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$1,056,214
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$591,916
Value of total assets at end of year2021-06-30$13,722,098
Value of total assets at beginning of year2021-06-30$11,469,682
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$288,914
Total interest from all sources2021-06-30$44
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$314,568
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2021-06-30$314,568
Administrative expenses professional fees incurred2021-06-30$62,746
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-06-30$0
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Administrative expenses (other) incurred2021-06-30$141,680
Liabilities. Value of operating payables at end of year2021-06-30$16,800
Liabilities. Value of operating payables at beginning of year2021-06-30$15,812
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$2,251,428
Value of net assets at end of year (total assets less liabilities)2021-06-30$13,705,298
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$11,453,870
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Investment advisory and management fees2021-06-30$83,174
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-06-30$13,071,488
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-06-30$10,950,679
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-06-30$402,314
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-06-30$229,732
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-06-30$229,732
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-06-30$44
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-06-30$110,796
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-06-30$115,782
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30No
Was there a failure to transmit to the plan any participant contributions2021-06-30No
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Contributions received in cash from employer2021-06-30$591,916
Employer contributions (assets) at end of year2021-06-30$137,500
Employer contributions (assets) at beginning of year2021-06-30$173,489
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$1,056,214
Contract administrator fees2021-06-30$1,314
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Aggregate proceeds on sale of assets2021-06-30$2,253,657
Aggregate carrying amount (costs) on sale of assets2021-06-30$2,253,657
Opinion of an independent qualified public accountant for this plan2021-06-30Unqualified
Accountancy firm name2021-06-30BDO USA, LLP
Accountancy firm EIN2021-06-30135381590
2020 : NATIONAL 4-H COUNCIL EMPLOYEES RETIREMENT PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-06-30$-755,477
Total unrealized appreciation/depreciation of assets2020-06-30$-755,477
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$15,812
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$18,828
Total income from all sources (including contributions)2020-06-30$613,404
Total loss/gain on sale of assets2020-06-30$0
Total of all expenses incurred2020-06-30$1,283,272
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$1,025,685
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$474,527
Value of total assets at end of year2020-06-30$11,469,682
Value of total assets at beginning of year2020-06-30$12,142,566
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$257,587
Total interest from all sources2020-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$894,354
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2020-06-30$894,354
Administrative expenses professional fees incurred2020-06-30$68,378
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$1,000,000
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Administrative expenses (other) incurred2020-06-30$142,209
Liabilities. Value of operating payables at end of year2020-06-30$15,812
Liabilities. Value of operating payables at beginning of year2020-06-30$18,828
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$-669,868
Value of net assets at end of year (total assets less liabilities)2020-06-30$11,453,870
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$12,123,738
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Investment advisory and management fees2020-06-30$45,672
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-06-30$10,950,679
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$11,731,849
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-06-30$229,732
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-06-30$116,206
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-06-30$116,206
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-06-30$115,782
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-06-30$120,501
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30Yes
Was there a failure to transmit to the plan any participant contributions2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Contributions received in cash from employer2020-06-30$474,527
Employer contributions (assets) at end of year2020-06-30$173,489
Employer contributions (assets) at beginning of year2020-06-30$174,010
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$1,025,685
Contract administrator fees2020-06-30$1,328
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30No
Opinion of an independent qualified public accountant for this plan2020-06-30Unqualified
Accountancy firm name2020-06-30BDO USA, LLP
Accountancy firm EIN2020-06-30135381590
2019 : NATIONAL 4-H COUNCIL EMPLOYEES RETIREMENT PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-06-30$-840,481
Total unrealized appreciation/depreciation of assets2019-06-30$-840,481
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$18,828
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$19,410
Total income from all sources (including contributions)2019-06-30$828,308
Total loss/gain on sale of assets2019-06-30$0
Total of all expenses incurred2019-06-30$1,251,055
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$1,009,865
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$424,021
Value of total assets at end of year2019-06-30$12,142,566
Value of total assets at beginning of year2019-06-30$12,565,895
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$241,190
Total interest from all sources2019-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$1,244,768
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2019-06-30$1,244,768
Administrative expenses professional fees incurred2019-06-30$74,627
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-06-30$0
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Administrative expenses (other) incurred2019-06-30$122,572
Liabilities. Value of operating payables at end of year2019-06-30$18,828
Liabilities. Value of operating payables at beginning of year2019-06-30$19,410
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$-422,747
Value of net assets at end of year (total assets less liabilities)2019-06-30$12,123,738
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$12,546,485
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Investment advisory and management fees2019-06-30$42,650
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-06-30$11,731,849
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$12,099,916
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-06-30$116,206
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-06-30$179,203
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-06-30$179,203
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-06-30$120,501
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-06-30$125,147
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30No
Was there a failure to transmit to the plan any participant contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Contributions received in cash from employer2019-06-30$424,021
Employer contributions (assets) at end of year2019-06-30$174,010
Employer contributions (assets) at beginning of year2019-06-30$161,629
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$1,009,865
Contract administrator fees2019-06-30$1,341
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30No
Opinion of an independent qualified public accountant for this plan2019-06-30Unqualified
Accountancy firm name2019-06-30BDO USA, LLP
Accountancy firm EIN2019-06-30135381590
2018 : NATIONAL 4-H COUNCIL EMPLOYEES RETIREMENT PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-06-30$-189,585
Total unrealized appreciation/depreciation of assets2018-06-30$-189,585
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$19,410
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$19,877
Total income from all sources (including contributions)2018-06-30$1,243,737
Total loss/gain on sale of assets2018-06-30$0
Total of all expenses incurred2018-06-30$1,249,666
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$997,066
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$350,157
Value of total assets at end of year2018-06-30$12,565,895
Value of total assets at beginning of year2018-06-30$12,572,291
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$252,600
Total interest from all sources2018-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$1,083,165
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2018-06-30$1,083,165
Administrative expenses professional fees incurred2018-06-30$75,555
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-06-30$0
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Administrative expenses (other) incurred2018-06-30$130,631
Liabilities. Value of operating payables at end of year2018-06-30$19,410
Liabilities. Value of operating payables at beginning of year2018-06-30$19,877
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$-5,929
Value of net assets at end of year (total assets less liabilities)2018-06-30$12,546,485
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$12,552,414
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Investment advisory and management fees2018-06-30$45,060
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-06-30$12,099,916
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$12,120,710
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-06-30$179,203
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-06-30$116,825
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-06-30$116,825
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-06-30$125,147
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-06-30$129,721
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30No
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Contributions received in cash from employer2018-06-30$350,157
Employer contributions (assets) at end of year2018-06-30$161,629
Employer contributions (assets) at beginning of year2018-06-30$205,035
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$997,066
Contract administrator fees2018-06-30$1,354
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30No
Opinion of an independent qualified public accountant for this plan2018-06-30Unqualified
Accountancy firm name2018-06-30BDO USA, LLP
Accountancy firm EIN2018-06-30135381590
2017 : NATIONAL 4-H COUNCIL EMPLOYEES RETIREMENT PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-06-30$1,019,190
Total unrealized appreciation/depreciation of assets2017-06-30$1,019,190
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$19,877
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$19,553
Total income from all sources (including contributions)2017-06-30$1,735,831
Total loss/gain on sale of assets2017-06-30$0
Total of all expenses incurred2017-06-30$1,258,116
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$1,001,400
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$205,035
Value of total assets at end of year2017-06-30$12,572,291
Value of total assets at beginning of year2017-06-30$12,094,252
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$256,716
Total interest from all sources2017-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$511,606
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2017-06-30$511,606
Administrative expenses professional fees incurred2017-06-30$74,566
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$1,000,000
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Administrative expenses (other) incurred2017-06-30$134,754
Liabilities. Value of operating payables at end of year2017-06-30$19,877
Liabilities. Value of operating payables at beginning of year2017-06-30$19,553
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$477,715
Value of net assets at end of year (total assets less liabilities)2017-06-30$12,552,414
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$12,074,699
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Investment advisory and management fees2017-06-30$46,030
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-06-30$12,120,710
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$11,823,077
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-06-30$116,825
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-06-30$136,950
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-06-30$136,950
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-06-30$129,721
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-06-30$134,225
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30No
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$205,035
Employer contributions (assets) at end of year2017-06-30$205,035
Employer contributions (assets) at beginning of year2017-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$1,001,400
Contract administrator fees2017-06-30$1,366
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30No
Opinion of an independent qualified public accountant for this plan2017-06-30Unqualified
Accountancy firm name2017-06-30BDO USA, LLP
Accountancy firm EIN2017-06-30135381590
2016 : NATIONAL 4-H COUNCIL EMPLOYEES RETIREMENT PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-06-30$-1,827,805
Total unrealized appreciation/depreciation of assets2016-06-30$-1,827,805
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$19,553
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$12,444
Total income from all sources (including contributions)2016-06-30$-136,449
Total loss/gain on sale of assets2016-06-30$0
Total of all expenses incurred2016-06-30$1,105,486
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$969,782
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$0
Value of total assets at end of year2016-06-30$12,094,252
Value of total assets at beginning of year2016-06-30$13,329,078
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$135,704
Total interest from all sources2016-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$1,691,356
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2016-06-30$1,691,356
Administrative expenses professional fees incurred2016-06-30$87,270
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-06-30$0
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Administrative expenses (other) incurred2016-06-30$5,656
Liabilities. Value of operating payables at end of year2016-06-30$19,553
Liabilities. Value of operating payables at beginning of year2016-06-30$12,444
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$-1,241,935
Value of net assets at end of year (total assets less liabilities)2016-06-30$12,074,699
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$13,316,634
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Investment advisory and management fees2016-06-30$41,400
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$11,823,077
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$12,729,745
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-06-30$136,950
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-06-30$211,493
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-06-30$211,493
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-06-30$134,225
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-06-30$138,658
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30No
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Employer contributions (assets) at end of year2016-06-30$0
Employer contributions (assets) at beginning of year2016-06-30$249,182
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$969,782
Contract administrator fees2016-06-30$1,378
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30No
Opinion of an independent qualified public accountant for this plan2016-06-30Unqualified
Accountancy firm name2016-06-30BDO USA, LLP
Accountancy firm EIN2016-06-30135381590
2015 : NATIONAL 4-H COUNCIL EMPLOYEES RETIREMENT PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-06-30$-327,607
Total unrealized appreciation/depreciation of assets2015-06-30$-327,607
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$12,444
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$29,259
Total income from all sources (including contributions)2015-06-30$1,009,343
Total loss/gain on sale of assets2015-06-30$0
Total of all expenses incurred2015-06-30$1,102,542
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$959,737
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$691,328
Value of total assets at end of year2015-06-30$13,329,078
Value of total assets at beginning of year2015-06-30$13,439,092
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$142,805
Total interest from all sources2015-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$645,622
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2015-06-30$645,622
Administrative expenses professional fees incurred2015-06-30$61,268
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-06-30$0
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Administrative expenses (other) incurred2015-06-30$50,127
Liabilities. Value of operating payables at end of year2015-06-30$12,444
Liabilities. Value of operating payables at beginning of year2015-06-30$29,259
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$-93,199
Value of net assets at end of year (total assets less liabilities)2015-06-30$13,316,634
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$13,409,833
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Investment advisory and management fees2015-06-30$30,019
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-06-30$12,729,745
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$12,654,334
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-06-30$211,493
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-06-30$340,240
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-06-30$340,240
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-06-30$138,658
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-06-30$143,023
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30No
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$691,328
Employer contributions (assets) at end of year2015-06-30$249,182
Employer contributions (assets) at beginning of year2015-06-30$301,495
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$959,737
Contract administrator fees2015-06-30$1,391
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30No
Opinion of an independent qualified public accountant for this plan2015-06-30Unqualified
Accountancy firm name2015-06-30BDO USA, LLP
Accountancy firm EIN2015-06-30135381590
2014 : NATIONAL 4-H COUNCIL EMPLOYEES RETIREMENT PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-06-30$1,128,076
Total unrealized appreciation/depreciation of assets2014-06-30$1,128,076
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$29,259
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$19,812
Total income from all sources (including contributions)2014-06-30$2,622,642
Total loss/gain on sale of assets2014-06-30$0
Total of all expenses incurred2014-06-30$1,089,887
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$918,530
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$755,980
Value of total assets at end of year2014-06-30$13,439,092
Value of total assets at beginning of year2014-06-30$11,896,890
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$171,357
Total interest from all sources2014-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$738,586
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2014-06-30$738,586
Administrative expenses professional fees incurred2014-06-30$71,269
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-06-30$0
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Administrative expenses (other) incurred2014-06-30$48,366
Liabilities. Value of operating payables at end of year2014-06-30$29,259
Liabilities. Value of operating payables at beginning of year2014-06-30$19,812
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$1,532,755
Value of net assets at end of year (total assets less liabilities)2014-06-30$13,409,833
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$11,877,078
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Investment advisory and management fees2014-06-30$50,320
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-06-30$12,654,334
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$11,283,157
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-06-30$340,240
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-06-30$329,977
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-06-30$329,977
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-06-30$143,023
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-06-30$147,320
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30No
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Contributions received in cash from employer2014-06-30$755,980
Employer contributions (assets) at end of year2014-06-30$301,495
Employer contributions (assets) at beginning of year2014-06-30$136,436
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$918,530
Contract administrator fees2014-06-30$1,402
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30No
Opinion of an independent qualified public accountant for this plan2014-06-30Unqualified
Accountancy firm name2014-06-30BDO USA, LLP
Accountancy firm EIN2014-06-30135381590
2013 : NATIONAL 4-H COUNCIL EMPLOYEES RETIREMENT PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-06-30$1,170,062
Total unrealized appreciation/depreciation of assets2013-06-30$1,170,062
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$19,812
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$11,770
Total income from all sources (including contributions)2013-06-30$2,016,998
Total loss/gain on sale of assets2013-06-30$0
Total of all expenses incurred2013-06-30$1,045,381
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$867,086
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$659,692
Value of total assets at end of year2013-06-30$11,896,890
Value of total assets at beginning of year2013-06-30$10,917,231
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$178,295
Total interest from all sources2013-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$187,244
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2013-06-30$187,244
Administrative expenses professional fees incurred2013-06-30$75,445
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-06-30$0
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Administrative expenses (other) incurred2013-06-30$46,398
Liabilities. Value of operating payables at end of year2013-06-30$19,812
Liabilities. Value of operating payables at beginning of year2013-06-30$11,770
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$971,617
Value of net assets at end of year (total assets less liabilities)2013-06-30$11,877,078
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$10,905,461
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Investment advisory and management fees2013-06-30$54,998
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-06-30$11,283,157
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-06-30$10,022,825
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-06-30$329,977
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-06-30$264,005
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-06-30$264,005
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-06-30$147,320
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-06-30$151,540
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30No
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$659,692
Employer contributions (assets) at end of year2013-06-30$136,436
Employer contributions (assets) at beginning of year2013-06-30$478,861
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$867,086
Contract administrator fees2013-06-30$1,454
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30No
Opinion of an independent qualified public accountant for this plan2013-06-30Unqualified
Accountancy firm name2013-06-30BDO USA, LLP
Accountancy firm EIN2013-06-30135381590
2012 : NATIONAL 4-H COUNCIL EMPLOYEES RETIREMENT PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-06-30$-306,191
Total unrealized appreciation/depreciation of assets2012-06-30$-306,191
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$11,770
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$8,075
Total income from all sources (including contributions)2012-06-30$904,436
Total loss/gain on sale of assets2012-06-30$0
Total of all expenses incurred2012-06-30$966,381
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$856,098
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$1,064,444
Value of total assets at end of year2012-06-30$10,917,231
Value of total assets at beginning of year2012-06-30$10,975,481
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$110,283
Total interest from all sources2012-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$146,183
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2012-06-30$146,183
Administrative expenses professional fees incurred2012-06-30$47,548
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-06-30$0
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Administrative expenses (other) incurred2012-06-30$39,839
Liabilities. Value of operating payables at end of year2012-06-30$11,770
Liabilities. Value of operating payables at beginning of year2012-06-30$8,075
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$-61,945
Value of net assets at end of year (total assets less liabilities)2012-06-30$10,905,461
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$10,967,406
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Investment advisory and management fees2012-06-30$21,389
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-06-30$10,022,825
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-06-30$10,215,130
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-06-30$264,005
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-06-30$91,990
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-06-30$91,990
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-06-30$151,540
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-06-30$172,347
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30No
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$1,064,444
Employer contributions (assets) at end of year2012-06-30$478,861
Employer contributions (assets) at beginning of year2012-06-30$496,014
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$856,098
Contract administrator fees2012-06-30$1,507
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30No
Opinion of an independent qualified public accountant for this plan2012-06-30Unqualified
Accountancy firm name2012-06-30BDO USA, LLP
Accountancy firm EIN2012-06-30135381590
2011 : NATIONAL 4-H COUNCIL EMPLOYEES RETIREMENT PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-06-30$1,797,292
Total unrealized appreciation/depreciation of assets2011-06-30$1,797,292
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$8,075
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$9,855
Total income from all sources (including contributions)2011-06-30$2,764,086
Total loss/gain on sale of assets2011-06-30$0
Total of all expenses incurred2011-06-30$925,765
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$818,952
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$820,028
Value of total assets at end of year2011-06-30$10,975,481
Value of total assets at beginning of year2011-06-30$9,138,940
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$106,813
Total interest from all sources2011-06-30$20
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$164,855
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2011-06-30$164,855
Administrative expenses professional fees incurred2011-06-30$24,956
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-06-30$0
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Administrative expenses (other) incurred2011-06-30$53,988
Liabilities. Value of operating payables at end of year2011-06-30$8,075
Liabilities. Value of operating payables at beginning of year2011-06-30$9,855
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$1,838,321
Value of net assets at end of year (total assets less liabilities)2011-06-30$10,967,406
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$9,129,085
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Investment advisory and management fees2011-06-30$26,781
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-06-30$10,215,130
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-06-30$8,781,483
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-06-30$91,990
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-06-30$163,883
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-06-30$163,883
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-06-30$20
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-06-30$172,347
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-06-30$193,574
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-06-30$-18,109
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30No
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$820,028
Employer contributions (assets) at end of year2011-06-30$496,014
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$818,952
Contract administrator fees2011-06-30$1,088
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30No
Opinion of an independent qualified public accountant for this plan2011-06-30Unqualified
Accountancy firm name2011-06-30BDO USA, LLP
Accountancy firm EIN2011-06-30135381590
2010 : NATIONAL 4-H COUNCIL EMPLOYEES RETIREMENT PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-06-30$0

Form 5500 Responses for NATIONAL 4-H COUNCIL EMPLOYEES RETIREMENT PLAN

2021: NATIONAL 4-H COUNCIL EMPLOYEES RETIREMENT PLAN 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Submission has been amendedNo
2021-07-01This submission is the final filingNo
2021-07-01This return/report is a short plan year return/report (less than 12 months)No
2021-07-01Plan is a collectively bargained planNo
2021-07-01Plan funding arrangement – InsuranceYes
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement – InsuranceYes
2021-07-01Plan benefit arrangement - TrustYes
2020: NATIONAL 4-H COUNCIL EMPLOYEES RETIREMENT PLAN 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Submission has been amendedNo
2020-07-01This submission is the final filingNo
2020-07-01This return/report is a short plan year return/report (less than 12 months)No
2020-07-01Plan is a collectively bargained planNo
2020-07-01Plan funding arrangement – InsuranceYes
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement – InsuranceYes
2020-07-01Plan benefit arrangement - TrustYes
2019: NATIONAL 4-H COUNCIL EMPLOYEES RETIREMENT PLAN 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Submission has been amendedNo
2019-07-01This submission is the final filingNo
2019-07-01This return/report is a short plan year return/report (less than 12 months)No
2019-07-01Plan is a collectively bargained planNo
2019-07-01Plan funding arrangement – InsuranceYes
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement – InsuranceYes
2019-07-01Plan benefit arrangement - TrustYes
2018: NATIONAL 4-H COUNCIL EMPLOYEES RETIREMENT PLAN 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Submission has been amendedNo
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planNo
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement – InsuranceYes
2018-07-01Plan benefit arrangement - TrustYes
2017: NATIONAL 4-H COUNCIL EMPLOYEES RETIREMENT PLAN 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Submission has been amendedNo
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planNo
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement – InsuranceYes
2017-07-01Plan benefit arrangement - TrustYes
2016: NATIONAL 4-H COUNCIL EMPLOYEES RETIREMENT PLAN 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement – InsuranceYes
2016-07-01Plan benefit arrangement - TrustYes
2015: NATIONAL 4-H COUNCIL EMPLOYEES RETIREMENT PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement – InsuranceYes
2015-07-01Plan benefit arrangement - TrustYes
2014: NATIONAL 4-H COUNCIL EMPLOYEES RETIREMENT PLAN 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement – InsuranceYes
2014-07-01Plan benefit arrangement - TrustYes
2013: NATIONAL 4-H COUNCIL EMPLOYEES RETIREMENT PLAN 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement – InsuranceYes
2013-07-01Plan benefit arrangement - TrustYes
2012: NATIONAL 4-H COUNCIL EMPLOYEES RETIREMENT PLAN 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement – InsuranceYes
2012-07-01Plan benefit arrangement - TrustYes
2011: NATIONAL 4-H COUNCIL EMPLOYEES RETIREMENT PLAN 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement – InsuranceYes
2011-07-01Plan benefit arrangement - TrustYes
2010: NATIONAL 4-H COUNCIL EMPLOYEES RETIREMENT PLAN 2010 form 5500 responses
2010-07-01Type of plan entitySingle employer plan
2010-07-01Submission has been amendedNo
2010-07-01This submission is the final filingNo
2010-07-01This return/report is a short plan year return/report (less than 12 months)No
2010-07-01Plan is a collectively bargained planNo
2010-07-01Plan funding arrangement – InsuranceYes
2010-07-01Plan funding arrangement – TrustYes
2010-07-01Plan benefit arrangement – InsuranceYes
2010-07-01Plan benefit arrangement - TrustYes
2009: NATIONAL 4-H COUNCIL EMPLOYEES RETIREMENT PLAN 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedYes
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – InsuranceYes
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement – InsuranceYes
2009-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGA-194
Policy instance 1
Insurance contract or identification numberGA-194
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Total amount of commissions paid to insurance brokerUSD $0
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?Yes
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGA-194
Policy instance 1
Insurance contract or identification numberGA-194
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Total amount of commissions paid to insurance brokerUSD $0
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?Yes
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGA-194
Policy instance 1
Insurance contract or identification numberGA-194
Number of Individuals Covered1
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Total amount of commissions paid to insurance brokerUSD $0
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?Yes
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGA-194
Policy instance 1
Insurance contract or identification numberGA-194
Number of Individuals Covered1
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Total amount of commissions paid to insurance brokerUSD $0
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?Yes
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGA-194
Policy instance 1
Insurance contract or identification numberGA-194
Number of Individuals Covered1
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $0
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?Yes
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGA-194
Policy instance 1
Insurance contract or identification numberGA-194
Number of Individuals Covered1
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGA-194
Policy instance 1
Insurance contract or identification numberGA-194
Number of Individuals Covered1
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGA-194
Policy instance 1
Insurance contract or identification numberGA-194
Number of Individuals Covered1
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGA-194
Policy instance 1
Insurance contract or identification numberGA-194
Number of Individuals Covered2
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGA-194
Policy instance 1
Insurance contract or identification numberGA-194
Number of Individuals Covered2
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGA-194
Policy instance 1
Insurance contract or identification numberGA-194
Number of Individuals Covered3
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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

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