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BCMW COMMUNITY SERVICES 403(B) PLAN 401k Plan overview

Plan NameBCMW COMMUNITY SERVICES 403(B) PLAN
Plan identification number 001

BCMW COMMUNITY SERVICES 403(B) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

BCMW COMMUNITY SERVICES has sponsored the creation of one or more 401k plans.

Company Name:BCMW COMMUNITY SERVICES
Employer identification number (EIN):370899785
NAIC Classification:624200

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BCMW COMMUNITY SERVICES 403(B) 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
0012017-07-01MARY CAMPBELL
0012016-07-01MARY CAMPBELL
0012015-07-01MARY CAMPBELL
0012014-07-01MARY CAMPBELL
0012013-07-01PAT SWANGO
0012012-07-01PAT SWANGO
0012011-07-01PAT SWANGO
0012010-07-01PAT SWANGO

Plan Statistics for BCMW COMMUNITY SERVICES 403(B) PLAN

401k plan membership statisitcs for BCMW COMMUNITY SERVICES 403(B) PLAN

Measure Date Value
2021: BCMW COMMUNITY SERVICES 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year2021-07-01183
Total number of active participants reported on line 7a of the Form 55002021-07-01115
Number of retired or separated participants receiving benefits2021-07-010
Number of other retired or separated participants entitled to future benefits2021-07-0161
Total of all active and inactive participants2021-07-01176
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-013
Total participants2021-07-01179
Number of participants with account balances2021-07-01179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-010
2020: BCMW COMMUNITY SERVICES 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year2020-07-01175
Total number of active participants reported on line 7a of the Form 55002020-07-01129
Number of retired or separated participants receiving benefits2020-07-010
Number of other retired or separated participants entitled to future benefits2020-07-0152
Total of all active and inactive participants2020-07-01181
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-012
Total participants2020-07-01183
Number of participants with account balances2020-07-01181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-010
2019: BCMW COMMUNITY SERVICES 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year2019-07-01171
Total number of active participants reported on line 7a of the Form 55002019-07-01135
Number of retired or separated participants receiving benefits2019-07-010
Number of other retired or separated participants entitled to future benefits2019-07-0139
Total of all active and inactive participants2019-07-01174
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-011
Total participants2019-07-01175
Number of participants with account balances2019-07-01173
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-010
2018: BCMW COMMUNITY SERVICES 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-01154
Total number of active participants reported on line 7a of the Form 55002018-07-01138
Number of retired or separated participants receiving benefits2018-07-010
Number of other retired or separated participants entitled to future benefits2018-07-0133
Total of all active and inactive participants2018-07-01171
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-010
Total participants2018-07-01171
Number of participants with account balances2018-07-01170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-010
2017: BCMW COMMUNITY SERVICES 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-01101
Total number of active participants reported on line 7a of the Form 55002017-07-01128
Number of retired or separated participants receiving benefits2017-07-010
Number of other retired or separated participants entitled to future benefits2017-07-0126
Total of all active and inactive participants2017-07-01154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-010
Total participants2017-07-01154
Number of participants with account balances2017-07-01153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-010
2016: BCMW COMMUNITY SERVICES 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-01156
Total number of active participants reported on line 7a of the Form 55002016-07-01124
Number of retired or separated participants receiving benefits2016-07-015
Number of other retired or separated participants entitled to future benefits2016-07-0123
Total of all active and inactive participants2016-07-01152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-010
Total participants2016-07-01152
Number of participants with account balances2016-07-01138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-010
2015: BCMW COMMUNITY SERVICES 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-01150
Total number of active participants reported on line 7a of the Form 55002015-07-01130
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-0122
Total of all active and inactive participants2015-07-01152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-010
Total participants2015-07-01152
Number of participants with account balances2015-07-01138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-010
2014: BCMW COMMUNITY SERVICES 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-01155
Total number of active participants reported on line 7a of the Form 55002014-07-01135
Number of retired or separated participants receiving benefits2014-07-010
Number of other retired or separated participants entitled to future benefits2014-07-0119
Total of all active and inactive participants2014-07-01154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-010
Total participants2014-07-01154
Number of participants with account balances2014-07-01136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-010
2013: BCMW COMMUNITY SERVICES 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-01167
Total number of active participants reported on line 7a of the Form 55002013-07-01139
Number of retired or separated participants receiving benefits2013-07-012
Number of other retired or separated participants entitled to future benefits2013-07-0114
Total of all active and inactive participants2013-07-01155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-010
Total participants2013-07-01155
Number of participants with account balances2013-07-01134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-010
2012: BCMW COMMUNITY SERVICES 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-01186
Total number of active participants reported on line 7a of the Form 55002012-07-01159
Number of retired or separated participants receiving benefits2012-07-011
Number of other retired or separated participants entitled to future benefits2012-07-0110
Total of all active and inactive participants2012-07-01170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-010
Total participants2012-07-01170
Number of participants with account balances2012-07-01147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-010
2011: BCMW COMMUNITY SERVICES 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-01186
Total number of active participants reported on line 7a of the Form 55002011-07-01176
Number of retired or separated participants receiving benefits2011-07-011
Number of other retired or separated participants entitled to future benefits2011-07-019
Total of all active and inactive participants2011-07-01186
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-010
Total participants2011-07-01186
Number of participants with account balances2011-07-01172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-011
2010: BCMW COMMUNITY SERVICES 403(B) PLAN 2010 401k membership
Total participants, beginning-of-year2010-07-01167
Total number of active participants reported on line 7a of the Form 55002010-07-01169
Number of retired or separated participants receiving benefits2010-07-010
Number of other retired or separated participants entitled to future benefits2010-07-012
Total of all active and inactive participants2010-07-01171
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-07-010
Total participants2010-07-01171
Number of participants with account balances2010-07-01157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-07-010

Financial Data on BCMW COMMUNITY SERVICES 403(B) PLAN

Measure Date Value
2022 : BCMW COMMUNITY SERVICES 403(B) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total income from all sources (including contributions)2022-06-30$-24,702
Total loss/gain on sale of assets2022-06-30$0
Total of all expenses incurred2022-06-30$133,872
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$133,053
Expenses. Certain deemed distributions of participant loans2022-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$246,507
Value of total assets at end of year2022-06-30$2,072,728
Value of total assets at beginning of year2022-06-30$2,231,302
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$819
Total interest from all sources2022-06-30$1,874
Total dividends received (eg from common stock, registered investment company shares)2022-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30No
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$250,000
If this is an individual account plan, was there a blackout period2022-06-30No
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Contributions received from participants2022-06-30$123,791
Participant contributions at end of year2022-06-30$35,598
Participant contributions at beginning of year2022-06-30$22,167
Income. Received or receivable in cash from other sources (including rollovers)2022-06-30$0
Other income not declared elsewhere2022-06-30$0
Administrative expenses (other) incurred2022-06-30$819
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$-158,574
Value of net assets at end of year (total assets less liabilities)2022-06-30$2,072,728
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$2,231,302
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-06-30$1,760,703
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-06-30$1,958,438
Interest on participant loans2022-06-30$0
Interest earned on other investments2022-06-30$1,874
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-06-30$276,427
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-06-30$250,697
Expenses. Payments to insurance carriers foe the provision of benefits2022-06-30$0
Net investment gain/loss from pooled separate accounts2022-06-30$-273,083
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$122,716
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$133,053
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
Opinion of an independent qualified public accountant for this plan2022-06-30Unqualified
Accountancy firm name2022-06-30SIKICH LLP
Accountancy firm EIN2022-06-30363168081
2021 : BCMW COMMUNITY SERVICES 403(B) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total income from all sources (including contributions)2021-06-30$605,647
Total loss/gain on sale of assets2021-06-30$0
Total of all expenses incurred2021-06-30$149,967
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$149,064
Expenses. Certain deemed distributions of participant loans2021-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$200,556
Value of total assets at end of year2021-06-30$2,231,302
Value of total assets at beginning of year2021-06-30$1,775,622
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$903
Total interest from all sources2021-06-30$2,647
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$250,000
If this is an individual account plan, was there a blackout period2021-06-30No
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
Contributions received from participants2021-06-30$94,714
Participant contributions at end of year2021-06-30$22,167
Participant contributions at beginning of year2021-06-30$17,213
Income. Received or receivable in cash from other sources (including rollovers)2021-06-30$0
Other income not declared elsewhere2021-06-30$0
Administrative expenses (other) incurred2021-06-30$903
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$455,680
Value of net assets at end of year (total assets less liabilities)2021-06-30$2,231,302
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$1,775,622
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-06-30$1,958,438
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-06-30$1,527,589
Interest on participant loans2021-06-30$0
Interest earned on other investments2021-06-30$2,647
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-06-30$250,697
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-06-30$230,820
Expenses. Payments to insurance carriers foe the provision of benefits2021-06-30$0
Net investment gain/loss from pooled separate accounts2021-06-30$402,444
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$105,842
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$149,064
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
Opinion of an independent qualified public accountant for this plan2021-06-30Unqualified
Accountancy firm name2021-06-30SIKICH LLP
Accountancy firm EIN2021-06-30363168081
2020 : BCMW COMMUNITY SERVICES 403(B) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total income from all sources (including contributions)2020-06-30$238,357
Total loss/gain on sale of assets2020-06-30$0
Total of all expenses incurred2020-06-30$160,370
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$159,489
Expenses. Certain deemed distributions of participant loans2020-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$195,288
Value of total assets at end of year2020-06-30$1,775,622
Value of total assets at beginning of year2020-06-30$1,697,635
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$881
Total interest from all sources2020-06-30$3,204
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$250,000
If this is an individual account plan, was there a blackout period2020-06-30No
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Contributions received from participants2020-06-30$87,317
Participant contributions at end of year2020-06-30$17,213
Participant contributions at beginning of year2020-06-30$29,750
Income. Received or receivable in cash from other sources (including rollovers)2020-06-30$0
Other income not declared elsewhere2020-06-30$0
Administrative expenses (other) incurred2020-06-30$881
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$77,987
Value of net assets at end of year (total assets less liabilities)2020-06-30$1,775,622
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$1,697,635
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-06-30$1,527,589
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$1,472,530
Interest on participant loans2020-06-30$0
Interest earned on other investments2020-06-30$3,204
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-06-30$230,820
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-06-30$195,355
Expenses. Payments to insurance carriers foe the provision of benefits2020-06-30$0
Net investment gain/loss from pooled separate accounts2020-06-30$39,865
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30No
Was there a failure to transmit to the plan any participant contributions2020-06-30Yes
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Contributions received in cash from employer2020-06-30$107,971
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$159,489
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)2020-06-30Yes
Opinion of an independent qualified public accountant for this plan2020-06-30Disclaimer
Accountancy firm name2020-06-30SIKICH LLP
Accountancy firm EIN2020-06-30363168081
2019 : BCMW COMMUNITY SERVICES 403(B) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total income from all sources (including contributions)2019-06-30$276,491
Total loss/gain on sale of assets2019-06-30$0
Total of all expenses incurred2019-06-30$178,965
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$178,003
Expenses. Certain deemed distributions of participant loans2019-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$206,647
Value of total assets at end of year2019-06-30$1,697,635
Value of total assets at beginning of year2019-06-30$1,600,109
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$962
Total interest from all sources2019-06-30$3,036
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$500,000
If this is an individual account plan, was there a blackout period2019-06-30No
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
Contributions received from participants2019-06-30$95,772
Participant contributions at end of year2019-06-30$29,750
Participant contributions at beginning of year2019-06-30$39,920
Income. Received or receivable in cash from other sources (including rollovers)2019-06-30$0
Other income not declared elsewhere2019-06-30$0
Administrative expenses (other) incurred2019-06-30$962
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$97,526
Value of net assets at end of year (total assets less liabilities)2019-06-30$1,697,635
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$1,600,109
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-06-30$1,472,530
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$1,386,432
Interest on participant loans2019-06-30$0
Interest earned on other investments2019-06-30$3,036
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-06-30$195,355
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-06-30$173,757
Expenses. Payments to insurance carriers foe the provision of benefits2019-06-30$0
Net investment gain/loss from pooled separate accounts2019-06-30$66,808
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$110,875
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$178,003
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)2019-06-30Yes
Opinion of an independent qualified public accountant for this plan2019-06-30Disclaimer
Accountancy firm name2019-06-30SIKICH LLP
Accountancy firm EIN2019-06-30363168081
2018 : BCMW COMMUNITY SERVICES 403(B) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total income from all sources (including contributions)2018-06-30$308,309
Total loss/gain on sale of assets2018-06-30$0
Total of all expenses incurred2018-06-30$90,686
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$88,390
Expenses. Certain deemed distributions of participant loans2018-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$217,156
Value of total assets at end of year2018-06-30$1,600,109
Value of total assets at beginning of year2018-06-30$1,382,486
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$2,296
Total interest from all sources2018-06-30$1,871
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$500,000
If this is an individual account plan, was there a blackout period2018-06-30No
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
Contributions received from participants2018-06-30$101,734
Participant contributions at end of year2018-06-30$39,920
Participant contributions at beginning of year2018-06-30$36,666
Participant contributions at beginning of year2018-06-30$6,403
Income. Received or receivable in cash from other sources (including rollovers)2018-06-30$0
Other income not declared elsewhere2018-06-30$0
Administrative expenses (other) incurred2018-06-30$2,296
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$217,623
Value of net assets at end of year (total assets less liabilities)2018-06-30$1,600,109
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$1,382,486
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-06-30$1,386,432
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$1,221,401
Interest on participant loans2018-06-30$1,428
Interest earned on other investments2018-06-30$443
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-06-30$173,757
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-06-30$112,261
Expenses. Payments to insurance carriers foe the provision of benefits2018-06-30$0
Net investment gain/loss from pooled separate accounts2018-06-30$89,282
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 contributions2018-06-30Yes
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Contributions received in cash from employer2018-06-30$115,422
Employer contributions (assets) at beginning of year2018-06-30$5,755
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$88,390
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)2018-06-30Yes
Opinion of an independent qualified public accountant for this plan2018-06-30Disclaimer
Accountancy firm name2018-06-30SIKICH LLP
Accountancy firm EIN2018-06-30363168081
2017 : BCMW COMMUNITY SERVICES 403(B) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total income from all sources (including contributions)2017-06-30$328,326
Total loss/gain on sale of assets2017-06-30$0
Total of all expenses incurred2017-06-30$298,266
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$294,524
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$209,407
Value of total assets at end of year2017-06-30$1,382,486
Value of total assets at beginning of year2017-06-30$1,352,426
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$3,742
Total interest from all sources2017-06-30$1,432
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$500,000
If this is an individual account plan, was there a blackout period2017-06-30No
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Contributions received from participants2017-06-30$70,207
Participant contributions at end of year2017-06-30$36,666
Participant contributions at beginning of year2017-06-30$44,067
Participant contributions at end of year2017-06-30$6,403
Participant contributions at beginning of year2017-06-30$6,559
Income. Received or receivable in cash from other sources (including rollovers)2017-06-30$42,985
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$30,060
Value of net assets at end of year (total assets less liabilities)2017-06-30$1,382,486
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$1,352,426
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-06-30$1,221,401
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$1,096,651
Interest on participant loans2017-06-30$1,432
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-06-30$112,261
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-06-30$198,873
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-06-30$117,487
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 contributions2017-06-30Yes
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$96,215
Employer contributions (assets) at end of year2017-06-30$5,755
Employer contributions (assets) at beginning of year2017-06-30$6,276
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$294,524
Contract administrator fees2017-06-30$3,742
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)2017-06-30Yes
Opinion of an independent qualified public accountant for this plan2017-06-30Disclaimer
Accountancy firm name2017-06-30SIKICH, LLP
Accountancy firm EIN2017-06-30363168081
2016 : BCMW COMMUNITY SERVICES 403(B) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total income from all sources (including contributions)2016-06-30$154,309
Total loss/gain on sale of assets2016-06-30$0
Total of all expenses incurred2016-06-30$92,617
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$89,802
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$169,988
Value of total assets at end of year2016-06-30$1,352,426
Value of total assets at beginning of year2016-06-30$1,290,734
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$2,815
Total interest from all sources2016-06-30$980
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$500,000
If this is an individual account plan, was there a blackout period2016-06-30No
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
Contributions received from participants2016-06-30$71,099
Participant contributions at end of year2016-06-30$44,067
Participant contributions at beginning of year2016-06-30$23,349
Participant contributions at end of year2016-06-30$6,559
Participant contributions at beginning of year2016-06-30$1,896
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$61,692
Value of net assets at end of year (total assets less liabilities)2016-06-30$1,352,426
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$1,290,734
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$1,096,651
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$1,075,955
Interest on participant loans2016-06-30$980
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-06-30$198,873
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-06-30$189,176
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-06-30$-16,659
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 contributions2016-06-30Yes
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$98,889
Employer contributions (assets) at end of year2016-06-30$6,276
Employer contributions (assets) at beginning of year2016-06-30$358
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$89,802
Contract administrator fees2016-06-30$2,815
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)2016-06-30Yes
Opinion of an independent qualified public accountant for this plan2016-06-30Disclaimer
Accountancy firm name2016-06-30SIKICH, LLP
Accountancy firm EIN2016-06-30363168081
2015 : BCMW COMMUNITY SERVICES 403(B) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total income from all sources (including contributions)2015-06-30$187,173
Total loss/gain on sale of assets2015-06-30$0
Total of all expenses incurred2015-06-30$190,862
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$188,070
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$182,971
Value of total assets at end of year2015-06-30$1,290,734
Value of total assets at beginning of year2015-06-30$1,294,423
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$2,792
Total interest from all sources2015-06-30$617
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$500,000
If this is an individual account plan, was there a blackout period2015-06-30No
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
Contributions received from participants2015-06-30$74,050
Participant contributions at end of year2015-06-30$23,349
Participant contributions at beginning of year2015-06-30$22,738
Participant contributions at end of year2015-06-30$1,896
Participant contributions at beginning of year2015-06-30$5,330
Income. Received or receivable in cash from other sources (including rollovers)2015-06-30$2,671
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$-3,689
Value of net assets at end of year (total assets less liabilities)2015-06-30$1,290,734
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$1,294,423
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-06-30$1,075,955
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$1,167,309
Interest on participant loans2015-06-30$617
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-06-30$189,176
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-06-30$91,849
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-06-30$3,585
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$106,250
Employer contributions (assets) at end of year2015-06-30$358
Employer contributions (assets) at beginning of year2015-06-30$7,197
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$188,070
Contract administrator fees2015-06-30$2,792
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)2015-06-30Yes
Opinion of an independent qualified public accountant for this plan2015-06-30Disclaimer
Accountancy firm name2015-06-30SIKICH, LLP
Accountancy firm EIN2015-06-30363168081
2014 : BCMW COMMUNITY SERVICES 403(B) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total income from all sources (including contributions)2014-06-30$323,590
Total loss/gain on sale of assets2014-06-30$0
Total of all expenses incurred2014-06-30$129,009
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$123,665
Expenses. Certain deemed distributions of participant loans2014-06-30$1,880
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$187,971
Value of total assets at end of year2014-06-30$1,294,423
Value of total assets at beginning of year2014-06-30$1,099,842
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$3,464
Total interest from all sources2014-06-30$424
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$0
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$500,000
If this is an individual account plan, was there a blackout period2014-06-30No
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
Contributions received from participants2014-06-30$77,577
Participant contributions at end of year2014-06-30$22,738
Participant contributions at beginning of year2014-06-30$7,720
Participant contributions at end of year2014-06-30$5,330
Participant contributions at beginning of year2014-06-30$4,790
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$194,581
Value of net assets at end of year (total assets less liabilities)2014-06-30$1,294,423
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$1,099,842
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-06-30$1,167,309
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$996,106
Interest on participant loans2014-06-30$424
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-06-30$91,849
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-06-30$84,653
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-06-30$135,195
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$110,394
Employer contributions (assets) at end of year2014-06-30$7,197
Employer contributions (assets) at beginning of year2014-06-30$6,573
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$123,665
Contract administrator fees2014-06-30$3,464
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)2014-06-30Yes
Opinion of an independent qualified public accountant for this plan2014-06-30Disclaimer
Accountancy firm name2014-06-30SIKICH LLP
Accountancy firm EIN2014-06-30363168081
2013 : BCMW COMMUNITY SERVICES 403(B) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total income from all sources (including contributions)2013-06-30$279,525
Total loss/gain on sale of assets2013-06-30$0
Total of all expenses incurred2013-06-30$182,612
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$182,612
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$211,205
Value of total assets at end of year2013-06-30$1,099,842
Value of total assets at beginning of year2013-06-30$1,002,929
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$0
Total interest from all sources2013-06-30$813
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$0
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$500,000
If this is an individual account plan, was there a blackout period2013-06-30No
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Contributions received from participants2013-06-30$86,571
Participant contributions at end of year2013-06-30$7,720
Participant contributions at beginning of year2013-06-30$5,370
Participant contributions at end of year2013-06-30$4,790
Participant contributions at beginning of year2013-06-30$4,617
Other income not declared elsewhere2013-06-30$0
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$96,913
Value of net assets at end of year (total assets less liabilities)2013-06-30$1,099,842
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$1,002,929
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-06-30$996,106
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-06-30$904,436
Interest on participant loans2013-06-30$147
Interest earned on other investments2013-06-30$666
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-06-30$84,653
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-06-30$81,396
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-06-30$67,507
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$124,634
Employer contributions (assets) at end of year2013-06-30$6,573
Employer contributions (assets) at beginning of year2013-06-30$7,110
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$182,612
Contract administrator fees2013-06-30$0
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)2013-06-30Yes
Opinion of an independent qualified public accountant for this plan2013-06-30Disclaimer
Accountancy firm name2013-06-30SIKICH, LLP
Accountancy firm EIN2013-06-30363168081
2012 : BCMW COMMUNITY SERVICES 403(B) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total income from all sources (including contributions)2012-06-30$209,409
Total loss/gain on sale of assets2012-06-30$0
Total of all expenses incurred2012-06-30$33,112
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$33,112
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$219,780
Value of total assets at end of year2012-06-30$1,002,929
Value of total assets at beginning of year2012-06-30$826,632
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$0
Total interest from all sources2012-06-30$614
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$500,000
If this is an individual account plan, was there a blackout period2012-06-30No
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Contributions received from participants2012-06-30$86,133
Participant contributions at end of year2012-06-30$5,370
Participant contributions at end of year2012-06-30$4,617
Participant contributions at beginning of year2012-06-30$4,746
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$176,297
Value of net assets at end of year (total assets less liabilities)2012-06-30$1,002,929
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$826,632
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-06-30$904,436
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-06-30$740,095
Interest on participant loans2012-06-30$75
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-06-30$539
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-06-30$81,396
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-06-30$74,917
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-06-30$-10,985
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$133,647
Employer contributions (assets) at end of year2012-06-30$7,110
Employer contributions (assets) at beginning of year2012-06-30$6,874
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$33,112
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)2012-06-30Yes
Opinion of an independent qualified public accountant for this plan2012-06-30Disclaimer
Accountancy firm name2012-06-30SIKICH, LLP
Accountancy firm EIN2012-06-30363168081
2011 : BCMW COMMUNITY SERVICES 403(B) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total income from all sources (including contributions)2011-06-30$306,265
Total loss/gain on sale of assets2011-06-30$0
Total of all expenses incurred2011-06-30$13,503
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$13,503
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$222,751
Value of total assets at end of year2011-06-30$826,632
Value of total assets at beginning of year2011-06-30$533,870
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$0
Total interest from all sources2011-06-30$346
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$500,000
If this is an individual account plan, was there a blackout period2011-06-30No
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Contributions received from participants2011-06-30$87,171
Participant contributions at end of year2011-06-30$4,746
Participant contributions at beginning of year2011-06-30$4,312
Income. Received or receivable in cash from other sources (including rollovers)2011-06-30$795
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$292,762
Value of net assets at end of year (total assets less liabilities)2011-06-30$826,632
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$533,870
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-06-30$740,095
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-06-30$521,432
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-06-30$346
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-06-30$74,917
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-06-30$1,301
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-06-30$83,168
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$134,785
Employer contributions (assets) at end of year2011-06-30$6,874
Employer contributions (assets) at beginning of year2011-06-30$6,825
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$13,503
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)2011-06-30Yes
Opinion of an independent qualified public accountant for this plan2011-06-30Disclaimer
Accountancy firm name2011-06-30SIKICH, LLP
Accountancy firm EIN2011-06-30363168081

Form 5500 Responses for BCMW COMMUNITY SERVICES 403(B) PLAN

2021: BCMW COMMUNITY SERVICES 403(B) 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 benefit arrangement – InsuranceYes
2020: BCMW COMMUNITY SERVICES 403(B) 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 benefit arrangement – InsuranceYes
2019: BCMW COMMUNITY SERVICES 403(B) 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 benefit arrangement – InsuranceYes
2018: BCMW COMMUNITY SERVICES 403(B) 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 benefit arrangement – InsuranceYes
2017: BCMW COMMUNITY SERVICES 403(B) 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 benefit arrangement – InsuranceYes
2016: BCMW COMMUNITY SERVICES 403(B) 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: BCMW COMMUNITY SERVICES 403(B) 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: BCMW COMMUNITY SERVICES 403(B) 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: BCMW COMMUNITY SERVICES 403(B) 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: BCMW COMMUNITY SERVICES 403(B) PLAN 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedYes
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: BCMW COMMUNITY SERVICES 403(B) 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: BCMW COMMUNITY SERVICES 403(B) PLAN 2010 form 5500 responses
2010-07-01Type of plan entitySingle employer plan
2010-07-01Submission has been amendedYes
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

Insurance Providers Used on plan

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number061138D
Policy instance 1
Insurance contract or identification number061138D
Number of Individuals Covered179
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 $307
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 Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees307
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number061138D
Policy instance 1
Insurance contract or identification number061138D
Number of Individuals Covered183
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 $307
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 Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees307
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number061138D
Policy instance 1
Insurance contract or identification number061138D
Number of Individuals Covered175
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 $187
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 Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees187
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number061138D
Policy instance 1
Insurance contract or identification number061138D
Number of Individuals Covered171
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 $1,989
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 Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees1989
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number061138D
Policy instance 1
Insurance contract or identification number061138D
Number of Individuals Covered154
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
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 Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number031-80021
Policy instance 1
Insurance contract or identification number031-80021
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Total amount of commissions paid to insurance brokerUSD $825
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
Commission paid to Insurance BrokerUSD $825
Insurance broker organization code?3
Insurance broker nameJW COLE FINANCIAL INC
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number031-80021
Policy instance 1
Insurance contract or identification number031-80021
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Total amount of commissions paid to insurance brokerUSD $724
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
Commission paid to Insurance BrokerUSD $724
Insurance broker organization code?3
Insurance broker nameJW COLE FINANCIAL INC
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number031-80021
Policy instance 1
Insurance contract or identification number031-80021
Number of Individuals Covered134
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $751
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
Commission paid to Insurance BrokerUSD $751
Insurance broker organization code?3
Insurance broker nameJW COLE FINANCIAL INC
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number031-80021
Policy instance 1
Insurance contract or identification number031-80021
Number of Individuals Covered170
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $697
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
Commission paid to Insurance BrokerUSD $697
Insurance broker organization code?3
Insurance broker nameJW COLE FINANCIAL INC
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number031-80021
Policy instance 1
Insurance contract or identification number031-80021
Number of Individuals Covered186
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Total amount of commissions paid to insurance brokerUSD $667
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
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-B2-CP0T
Policy instance 1
Insurance contract or identification numberGAP-B2-CP0T
Number of Individuals Covered157
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Total amount of commissions paid to insurance brokerUSD $285
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No

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