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CHRISTIAN REST HOME ASSOCIATION TAX DEFERRED ANNUITY PLAN 401k Plan overview

Plan NameCHRISTIAN REST HOME ASSOCIATION TAX DEFERRED ANNUITY PLAN
Plan identification number 001

CHRISTIAN REST HOME ASSOCIATION TAX DEFERRED ANNUITY PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.

401k Sponsoring company profile

CHRISTIAN REST HOME ASSOCIATION has sponsored the creation of one or more 401k plans.

Company Name:CHRISTIAN REST HOME ASSOCIATION
Employer identification number (EIN):381237795
NAIC Classification:623000
NAIC Description: Nursing and Residential Care Facilities

Additional information about CHRISTIAN REST HOME ASSOCIATION

Jurisdiction of Incorporation: Michigan Department of Licensing & Regulatory Affairs
Incorporation Date:
Company Identification Number: 723041

More information about CHRISTIAN REST HOME ASSOCIATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CHRISTIAN REST HOME ASSOCIATION TAX DEFERRED ANNUITY PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01BRENDA PAVLAK2023-10-16 BRENDA PAVLAK2023-10-16
0012021-01-01SCOTT K RITSEMA CPA2022-10-14 SCOTT K RITSEMA CPA2022-10-14
0012020-01-01SCOTT K RITSEMA CPA2021-10-12 SCOTT K RITSEMA CPA2021-10-12
0012019-01-01SCOTT K RITSEMA CPA2020-10-13 SCOTT K RITSEMA CPA2020-10-13
0012018-01-01JAMES M HORJUS2019-10-15 JAMES M HORJUS2019-10-15
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01JAMES HORJUS
0012011-01-01JAMES HORJUS
0012009-01-01JAMES M HORJUS
0012008-01-01JAMES M HORJUS
0012007-01-01JAMES M HORJUS
0012006-01-01JAMES M HORJUS
0012005-01-01JAMES M HORJUS
0012004-01-01JAMES M HORJUS
0012003-01-01JAMES M HORJUS
0012002-01-01JAMES M HORJUS

Plan Statistics for CHRISTIAN REST HOME ASSOCIATION TAX DEFERRED ANNUITY PLAN

401k plan membership statisitcs for CHRISTIAN REST HOME ASSOCIATION TAX DEFERRED ANNUITY PLAN

Measure Date Value
2022: CHRISTIAN REST HOME ASSOCIATION TAX DEFERRED ANNUITY PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01268
Total number of active participants reported on line 7a of the Form 55002022-01-01246
Number of retired or separated participants receiving benefits2022-01-017
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-01253
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01253
Number of participants with account balances2022-01-01137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0110
2021: CHRISTIAN REST HOME ASSOCIATION TAX DEFERRED ANNUITY PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01383
Total number of active participants reported on line 7a of the Form 55002021-01-01260
Number of retired or separated participants receiving benefits2021-01-018
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-01268
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01268
Number of participants with account balances2021-01-01138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0118
2020: CHRISTIAN REST HOME ASSOCIATION TAX DEFERRED ANNUITY PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01322
Total number of active participants reported on line 7a of the Form 55002020-01-01303
Number of retired or separated participants receiving benefits2020-01-016
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-01309
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01309
Number of participants with account balances2020-01-01140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0113
2019: CHRISTIAN REST HOME ASSOCIATION TAX DEFERRED ANNUITY PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01338
Total number of active participants reported on line 7a of the Form 55002019-01-01316
Number of retired or separated participants receiving benefits2019-01-016
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-01322
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01322
Number of participants with account balances2019-01-01137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0114
2018: CHRISTIAN REST HOME ASSOCIATION TAX DEFERRED ANNUITY PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01350
Total number of active participants reported on line 7a of the Form 55002018-01-01332
Number of other retired or separated participants entitled to future benefits2018-01-016
Total of all active and inactive participants2018-01-01338
Total participants2018-01-01338
Number of participants with account balances2018-01-01136
2017: CHRISTIAN REST HOME ASSOCIATION TAX DEFERRED ANNUITY PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01364
Total number of active participants reported on line 7a of the Form 55002017-01-01339
Number of other retired or separated participants entitled to future benefits2017-01-0111
Total of all active and inactive participants2017-01-01350
Total participants2017-01-01350
Number of participants with account balances2017-01-01133
2016: CHRISTIAN REST HOME ASSOCIATION TAX DEFERRED ANNUITY PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01362
Total number of active participants reported on line 7a of the Form 55002016-01-01335
Number of other retired or separated participants entitled to future benefits2016-01-0129
Total of all active and inactive participants2016-01-01364
Total participants2016-01-01364
Number of participants with account balances2016-01-01134
2015: CHRISTIAN REST HOME ASSOCIATION TAX DEFERRED ANNUITY PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01348
Total number of active participants reported on line 7a of the Form 55002015-01-01327
Number of other retired or separated participants entitled to future benefits2015-01-0135
Total of all active and inactive participants2015-01-01362
Total participants2015-01-01362
Number of participants with account balances2015-01-01129
2014: CHRISTIAN REST HOME ASSOCIATION TAX DEFERRED ANNUITY PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01328
Total number of active participants reported on line 7a of the Form 55002014-01-01344
Number of other retired or separated participants entitled to future benefits2014-01-014
Total of all active and inactive participants2014-01-01348
Total participants2014-01-01348
Number of participants with account balances2014-01-01134
2013: CHRISTIAN REST HOME ASSOCIATION TAX DEFERRED ANNUITY PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01332
Total number of active participants reported on line 7a of the Form 55002013-01-01322
Number of other retired or separated participants entitled to future benefits2013-01-016
Total of all active and inactive participants2013-01-01328
Total participants2013-01-01328
Number of participants with account balances2013-01-01129
2012: CHRISTIAN REST HOME ASSOCIATION TAX DEFERRED ANNUITY PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01360
Total number of active participants reported on line 7a of the Form 55002012-01-01308
Number of other retired or separated participants entitled to future benefits2012-01-0125
Total of all active and inactive participants2012-01-01333
Total participants2012-01-01333
Number of participants with account balances2012-01-01125
2011: CHRISTIAN REST HOME ASSOCIATION TAX DEFERRED ANNUITY PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01117
Total number of active participants reported on line 7a of the Form 55002011-01-0197
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0136
Total of all active and inactive participants2011-01-01133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-01134
Number of participants with account balances2011-01-01134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: CHRISTIAN REST HOME ASSOCIATION TAX DEFERRED ANNUITY PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01121
Total number of active participants reported on line 7a of the Form 55002009-01-0185
Number of retired or separated participants receiving benefits2009-01-0114
Number of other retired or separated participants entitled to future benefits2009-01-017
Total of all active and inactive participants2009-01-01106
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01106
Number of participants with account balances2009-01-01125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010
2008: CHRISTIAN REST HOME ASSOCIATION TAX DEFERRED ANNUITY PLAN 2008 401k membership
Total participants, beginning-of-year2008-01-010
Total of all active and inactive participants2008-01-010
Total participants2008-01-010
2007: CHRISTIAN REST HOME ASSOCIATION TAX DEFERRED ANNUITY PLAN 2007 401k membership
Total participants, beginning-of-year2007-01-010
Total of all active and inactive participants2007-01-010
Total participants2007-01-010
2006: CHRISTIAN REST HOME ASSOCIATION TAX DEFERRED ANNUITY PLAN 2006 401k membership
Total participants, beginning-of-year2006-01-010
Total of all active and inactive participants2006-01-010
Total participants2006-01-010
2005: CHRISTIAN REST HOME ASSOCIATION TAX DEFERRED ANNUITY PLAN 2005 401k membership
Total participants, beginning-of-year2005-01-010
Total of all active and inactive participants2005-01-010
Total participants2005-01-010
2004: CHRISTIAN REST HOME ASSOCIATION TAX DEFERRED ANNUITY PLAN 2004 401k membership
Total participants, beginning-of-year2004-01-010
Total of all active and inactive participants2004-01-010
Total participants2004-01-010
2003: CHRISTIAN REST HOME ASSOCIATION TAX DEFERRED ANNUITY PLAN 2003 401k membership
Total participants, beginning-of-year2003-01-010
Total of all active and inactive participants2003-01-010
Total participants2003-01-010
2002: CHRISTIAN REST HOME ASSOCIATION TAX DEFERRED ANNUITY PLAN 2002 401k membership
Total participants, beginning-of-year2002-01-010
Total of all active and inactive participants2002-01-010
Total participants2002-01-010

Financial Data on CHRISTIAN REST HOME ASSOCIATION TAX DEFERRED ANNUITY PLAN

Measure Date Value
2022 : CHRISTIAN REST HOME ASSOCIATION TAX DEFERRED ANNUITY PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-1,148,475
Total unrealized appreciation/depreciation of assets2022-12-31$-1,148,475
Total income from all sources (including contributions)2022-12-31$-541,960
Total of all expenses incurred2022-12-31$499,064
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$498,682
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$479,286
Value of total assets at end of year2022-12-31$8,575,587
Value of total assets at beginning of year2022-12-31$9,616,611
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$382
Total interest from all sources2022-12-31$127,229
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$285,772
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,041,024
Value of net assets at end of year (total assets less liabilities)2022-12-31$8,575,587
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$9,616,611
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$4,412,214
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$5,824,975
Interest earned on other investments2022-12-31$127,229
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$56,665
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$50,504
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$50,504
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$4,106,708
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$3,741,132
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$193,514
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$498,682
Contract administrator fees2022-12-31$382
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31MONROE SWEERIS & TROMP PLC
Accountancy firm EIN2022-12-31382621598
2021 : CHRISTIAN REST HOME ASSOCIATION TAX DEFERRED ANNUITY PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$910,063
Total unrealized appreciation/depreciation of assets2021-12-31$910,063
Total income from all sources (including contributions)2021-12-31$1,454,112
Total of all expenses incurred2021-12-31$620,182
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$620,084
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$422,464
Value of total assets at end of year2021-12-31$9,616,611
Value of total assets at beginning of year2021-12-31$8,782,681
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$98
Total interest from all sources2021-12-31$121,585
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$251,623
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$833,930
Value of net assets at end of year (total assets less liabilities)2021-12-31$9,616,611
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$8,782,681
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$5,824,975
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$5,354,454
Interest earned on other investments2021-12-31$121,585
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$50,504
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$45,317
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$45,317
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$3,741,132
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$3,382,910
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$170,841
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$620,084
Contract administrator fees2021-12-31$98
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31MONROE SWEERIS & TROMP PLC
Accountancy firm EIN2021-12-31382621598
2020 : CHRISTIAN REST HOME ASSOCIATION TAX DEFERRED ANNUITY PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$1,496,646
Total of all expenses incurred2020-12-31$575,978
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$575,850
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$432,799
Value of total assets at end of year2020-12-31$8,782,681
Value of total assets at beginning of year2020-12-31$7,862,013
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$128
Total interest from all sources2020-12-31$110,987
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$247,677
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$14,945
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$920,668
Value of net assets at end of year (total assets less liabilities)2020-12-31$8,782,681
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$7,862,013
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$5,399,771
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$4,431,731
Interest earned on other investments2020-12-31$110,987
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$3,382,910
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$3,430,282
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$952,860
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$170,177
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$575,850
Contract administrator fees2020-12-31$128
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31MONROE SWEERIS & TROMP PLC
Accountancy firm EIN2020-12-31382621598
2019 : CHRISTIAN REST HOME ASSOCIATION TAX DEFERRED ANNUITY PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$1,411,580
Total income from all sources (including contributions)2019-12-31$1,411,580
Total of all expenses incurred2019-12-31$679,806
Total of all expenses incurred2019-12-31$679,806
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$637,358
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$637,358
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$390,880
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$390,880
Value of total assets at end of year2019-12-31$7,862,013
Value of total assets at end of year2019-12-31$7,862,013
Value of total assets at beginning of year2019-12-31$7,130,239
Value of total assets at beginning of year2019-12-31$7,130,239
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$42,448
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$42,448
Total interest from all sources2019-12-31$110,138
Total interest from all sources2019-12-31$110,138
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$232,930
Contributions received from participants2019-12-31$232,930
Administrative expenses (other) incurred2019-12-31$42,340
Administrative expenses (other) incurred2019-12-31$42,340
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$731,774
Value of net income/loss2019-12-31$731,774
Value of net assets at end of year (total assets less liabilities)2019-12-31$7,862,013
Value of net assets at end of year (total assets less liabilities)2019-12-31$7,862,013
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$7,130,239
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$7,130,239
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$4,431,731
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$4,431,731
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$3,726,985
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$3,726,985
Interest earned on other investments2019-12-31$110,138
Interest earned on other investments2019-12-31$110,138
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$3,430,282
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$3,430,282
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$3,403,254
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$3,403,254
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$910,562
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$910,562
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$157,950
Contributions received in cash from employer2019-12-31$157,950
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$637,358
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$637,358
Contract administrator fees2019-12-31$108
Contract administrator fees2019-12-31$108
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31MONROE SWEERIS & TROMP PLC
Accountancy firm name2019-12-31MONROE SWEERIS & TROMP PLC
Accountancy firm EIN2019-12-31382621598
Accountancy firm EIN2019-12-31382621598
2018 : CHRISTIAN REST HOME ASSOCIATION TAX DEFERRED ANNUITY PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$314,965
Total of all expenses incurred2018-12-31$353,587
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$352,830
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$459,194
Value of total assets at end of year2018-12-31$7,130,239
Value of total assets at beginning of year2018-12-31$7,168,861
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$757
Total interest from all sources2018-12-31$105,606
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$246,107
Participant contributions at beginning of year2018-12-31$663
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$58,345
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-38,622
Value of net assets at end of year (total assets less liabilities)2018-12-31$7,130,239
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$7,168,861
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$3,726,985
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$3,903,906
Interest earned on other investments2018-12-31$105,606
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$3,403,254
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$3,262,804
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-249,835
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$154,742
Employer contributions (assets) at beginning of year2018-12-31$1,488
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$352,830
Contract administrator fees2018-12-31$757
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31MONROE, SWEERIS & TROMP PLC
Accountancy firm EIN2018-12-31382621598
2017 : CHRISTIAN REST HOME ASSOCIATION TAX DEFERRED ANNUITY PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$1,132,744
Total of all expenses incurred2017-12-31$671,667
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$671,363
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$430,692
Value of total assets at end of year2017-12-31$7,168,861
Value of total assets at beginning of year2017-12-31$6,707,784
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$304
Total interest from all sources2017-12-31$108,927
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$264,924
Participant contributions at end of year2017-12-31$663
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$461,077
Value of net assets at end of year (total assets less liabilities)2017-12-31$7,168,861
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$6,707,784
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$3,903,906
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$3,211,096
Interest earned on other investments2017-12-31$108,927
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$3,262,804
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$3,496,688
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$593,125
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$165,768
Employer contributions (assets) at end of year2017-12-31$1,488
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$671,363
Contract administrator fees2017-12-31$304
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31MONROE, SWEERIS, & TROMP, P.L.C.
Accountancy firm EIN2017-12-31382621598
2016 : CHRISTIAN REST HOME ASSOCIATION TAX DEFERRED ANNUITY PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$901,927
Total of all expenses incurred2016-12-31$319,925
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$317,674
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$540,122
Value of total assets at end of year2016-12-31$6,707,784
Value of total assets at beginning of year2016-12-31$6,125,782
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$2,251
Total interest from all sources2016-12-31$102,110
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$263,794
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$10,843
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$118,674
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$582,002
Value of net assets at end of year (total assets less liabilities)2016-12-31$6,707,784
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$6,125,782
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$3,211,096
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$3,232,125
Interest earned on other investments2016-12-31$102,110
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$3,496,688
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$2,877,442
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$259,695
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$157,654
Employer contributions (assets) at end of year2016-12-31$0
Employer contributions (assets) at beginning of year2016-12-31$5,372
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$317,674
Contract administrator fees2016-12-31$2,251
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31MONROE, SWEERIS, & TROMP, P.L.C.
Accountancy firm EIN2016-12-31382621598
2015 : CHRISTIAN REST HOME ASSOCIATION TAX DEFERRED ANNUITY PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$522,892
Total of all expenses incurred2015-12-31$598,043
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$595,255
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$476,434
Value of total assets at end of year2015-12-31$6,125,782
Value of total assets at beginning of year2015-12-31$6,200,933
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$2,788
Total interest from all sources2015-12-31$91,376
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$259,475
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$740
Participant contributions at end of year2015-12-31$10,843
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$58,333
Total non interest bearing cash at end of year2015-12-31$0
Total non interest bearing cash at beginning of year2015-12-31$3,108
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-75,151
Value of net assets at end of year (total assets less liabilities)2015-12-31$6,125,782
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$6,200,933
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$3,232,125
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$3,347,790
Interest earned on other investments2015-12-31$91,376
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$2,877,442
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$2,849,295
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-44,918
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$158,626
Employer contributions (assets) at end of year2015-12-31$5,372
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$595,255
Contract administrator fees2015-12-31$2,788
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31MONROE, SWEERIS,& TROMP, P.L.C.
Accountancy firm EIN2015-12-31382621598
2014 : CHRISTIAN REST HOME ASSOCIATION TAX DEFERRED ANNUITY PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$708,423
Total of all expenses incurred2014-12-31$168,229
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$165,557
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$401,157
Value of total assets at end of year2014-12-31$6,200,933
Value of total assets at beginning of year2014-12-31$5,660,739
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$2,672
Total interest from all sources2014-12-31$88,453
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$243,907
Participant contributions at end of year2014-12-31$740
Participant contributions at beginning of year2014-12-31$5,756
Total non interest bearing cash at end of year2014-12-31$3,108
Total non interest bearing cash at beginning of year2014-12-31$6,854
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$540,194
Value of net assets at end of year (total assets less liabilities)2014-12-31$6,200,933
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$5,660,739
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$3,347,790
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$3,098,812
Interest earned on other investments2014-12-31$88,453
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$2,849,295
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$2,549,317
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$218,813
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$157,250
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$165,557
Contract administrator fees2014-12-31$2,672
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31HUNGERFORD NICHOLS
Accountancy firm EIN2014-12-31382184825
2013 : CHRISTIAN REST HOME ASSOCIATION TAX DEFERRED ANNUITY PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$1,051,334
Total of all expenses incurred2013-12-31$302,179
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$298,542
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$389,570
Value of total assets at end of year2013-12-31$5,660,739
Value of total assets at beginning of year2013-12-31$4,911,584
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$3,637
Total interest from all sources2013-12-31$81,059
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$233,729
Participant contributions at end of year2013-12-31$5,756
Participant contributions at beginning of year2013-12-31$5,756
Total non interest bearing cash at end of year2013-12-31$6,854
Total non interest bearing cash at beginning of year2013-12-31$2,340
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$749,155
Value of net assets at end of year (total assets less liabilities)2013-12-31$5,660,739
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$4,911,584
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$3,098,812
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$2,552,521
Interest earned on other investments2013-12-31$81,059
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$2,549,317
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$2,350,967
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$580,705
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$155,841
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$298,542
Contract administrator fees2013-12-31$3,637
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31HUNGERFORD NICHOLS
Accountancy firm EIN2013-12-31382184825
2012 : CHRISTIAN REST HOME ASSOCIATION TAX DEFERRED ANNUITY PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$738,139
Total of all expenses incurred2012-12-31$342,412
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$336,884
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$375,446
Value of total assets at end of year2012-12-31$4,911,584
Value of total assets at beginning of year2012-12-31$4,515,857
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$5,528
Total interest from all sources2012-12-31$78,895
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$223,155
Participant contributions at end of year2012-12-31$5,756
Participant contributions at beginning of year2012-12-31$6,860
Participant contributions at beginning of year2012-12-31$5,290
Total non interest bearing cash at end of year2012-12-31$2,340
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$395,727
Value of net assets at end of year (total assets less liabilities)2012-12-31$4,911,584
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$4,515,857
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$2,552,521
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$2,172,683
Interest earned on other investments2012-12-31$78,895
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$2,350,967
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$2,327,209
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$283,798
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$152,291
Employer contributions (assets) at beginning of year2012-12-31$3,815
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$336,884
Contract administrator fees2012-12-31$5,528
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31HUNGERFORD ALDRIN NICHOLS & CARTER
Accountancy firm EIN2012-12-31382184825
2011 : CHRISTIAN REST HOME ASSOCIATION TAX DEFERRED ANNUITY PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$470,901
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$299,657
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$295,211
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$442,005
Value of total assets at end of year2011-12-31$4,515,857
Value of total assets at beginning of year2011-12-31$4,344,613
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$4,446
Total interest from all sources2011-12-31$440
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$74,861
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$74,861
Administrative expenses professional fees incurred2011-12-31$4,446
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$3,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$249,329
Participant contributions at end of year2011-12-31$6,860
Participant contributions at beginning of year2011-12-31$61,914
Participant contributions at end of year2011-12-31$5,290
Participant contributions at beginning of year2011-12-31$19,782
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$39,627
Other income not declared elsewhere2011-12-31$-12,790
Total non interest bearing cash at end of year2011-12-31$0
Total non interest bearing cash at beginning of year2011-12-31$2
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$171,244
Value of net assets at end of year (total assets less liabilities)2011-12-31$4,515,857
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$4,344,613
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$1,631,152
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$1,652,310
Interest on participant loans2011-12-31$440
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$2,868,740
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$2,597,165
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-33,615
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$153,049
Employer contributions (assets) at end of year2011-12-31$3,815
Employer contributions (assets) at beginning of year2011-12-31$13,440
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$295,211
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2011-12-31381357951
2010 : CHRISTIAN REST HOME ASSOCIATION TAX DEFERRED ANNUITY PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$747,330
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$158,109
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$153,987
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$428,913
Value of total assets at end of year2010-12-31$4,344,613
Value of total assets at beginning of year2010-12-31$3,755,392
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$4,122
Total interest from all sources2010-12-31$3,435
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$4,122
Was this plan covered by a fidelity bond2010-12-31No
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$240,925
Participant contributions at end of year2010-12-31$61,914
Participant contributions at beginning of year2010-12-31$58,265
Participant contributions at end of year2010-12-31$19,782
Participant contributions at beginning of year2010-12-31$28,062
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$57,384
Other income not declared elsewhere2010-12-31$123,580
Total non interest bearing cash at end of year2010-12-31$2
Total non interest bearing cash at beginning of year2010-12-31$159
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$589,221
Value of net assets at end of year (total assets less liabilities)2010-12-31$4,344,613
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$3,755,392
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$1,652,310
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$1,368,336
Interest on participant loans2010-12-31$3,435
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$2,597,165
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$2,285,098
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$191,402
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$130,604
Employer contributions (assets) at end of year2010-12-31$13,440
Employer contributions (assets) at beginning of year2010-12-31$15,472
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$153,987
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2010-12-31381357951

Form 5500 Responses for CHRISTIAN REST HOME ASSOCIATION TAX DEFERRED ANNUITY PLAN

2022: CHRISTIAN REST HOME ASSOCIATION TAX DEFERRED ANNUITY PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: CHRISTIAN REST HOME ASSOCIATION TAX DEFERRED ANNUITY PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: CHRISTIAN REST HOME ASSOCIATION TAX DEFERRED ANNUITY PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: CHRISTIAN REST HOME ASSOCIATION TAX DEFERRED ANNUITY PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: CHRISTIAN REST HOME ASSOCIATION TAX DEFERRED ANNUITY PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: CHRISTIAN REST HOME ASSOCIATION TAX DEFERRED ANNUITY PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: CHRISTIAN REST HOME ASSOCIATION TAX DEFERRED ANNUITY PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: CHRISTIAN REST HOME ASSOCIATION TAX DEFERRED ANNUITY PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: CHRISTIAN REST HOME ASSOCIATION TAX DEFERRED ANNUITY PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: CHRISTIAN REST HOME ASSOCIATION TAX DEFERRED ANNUITY PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: CHRISTIAN REST HOME ASSOCIATION TAX DEFERRED ANNUITY PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: CHRISTIAN REST HOME ASSOCIATION TAX DEFERRED ANNUITY PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: CHRISTIAN REST HOME ASSOCIATION TAX DEFERRED ANNUITY PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes
2008: CHRISTIAN REST HOME ASSOCIATION TAX DEFERRED ANNUITY PLAN 2008 form 5500 responses
2008-01-01Type of plan entitySingle employer plan
2008-01-01Submission has been amendedNo
2008-01-01This submission is the final filingNo
2008-01-01This return/report is a short plan year return/report (less than 12 months)No
2008-01-01Plan is a collectively bargained planNo
2007: CHRISTIAN REST HOME ASSOCIATION TAX DEFERRED ANNUITY PLAN 2007 form 5500 responses
2007-01-01Type of plan entitySingle employer plan
2007-01-01Submission has been amendedNo
2007-01-01This submission is the final filingNo
2007-01-01This return/report is a short plan year return/report (less than 12 months)No
2007-01-01Plan is a collectively bargained planNo
2006: CHRISTIAN REST HOME ASSOCIATION TAX DEFERRED ANNUITY PLAN 2006 form 5500 responses
2006-01-01Type of plan entitySingle employer plan
2006-01-01Submission has been amendedNo
2006-01-01This submission is the final filingNo
2006-01-01This return/report is a short plan year return/report (less than 12 months)No
2006-01-01Plan is a collectively bargained planNo
2005: CHRISTIAN REST HOME ASSOCIATION TAX DEFERRED ANNUITY PLAN 2005 form 5500 responses
2005-01-01Type of plan entitySingle employer plan
2005-01-01Submission has been amendedNo
2005-01-01This submission is the final filingNo
2005-01-01This return/report is a short plan year return/report (less than 12 months)No
2005-01-01Plan is a collectively bargained planNo
2004: CHRISTIAN REST HOME ASSOCIATION TAX DEFERRED ANNUITY PLAN 2004 form 5500 responses
2004-01-01Type of plan entitySingle employer plan
2004-01-01Submission has been amendedNo
2004-01-01This submission is the final filingNo
2004-01-01This return/report is a short plan year return/report (less than 12 months)No
2004-01-01Plan is a collectively bargained planNo
2003: CHRISTIAN REST HOME ASSOCIATION TAX DEFERRED ANNUITY PLAN 2003 form 5500 responses
2003-01-01Type of plan entitySingle employer plan
2003-01-01Submission has been amendedNo
2003-01-01This submission is the final filingNo
2003-01-01This return/report is a short plan year return/report (less than 12 months)No
2003-01-01Plan is a collectively bargained planNo
2002: CHRISTIAN REST HOME ASSOCIATION TAX DEFERRED ANNUITY PLAN 2002 form 5500 responses
2002-01-01Type of plan entitySingle employer plan
2002-01-01Submission has been amendedNo
2002-01-01This submission is the final filingNo
2002-01-01This return/report is a short plan year return/report (less than 12 months)No
2002-01-01Plan is a collectively bargained planNo

Insurance Providers Used on plan

RIVERSOURCE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65005 )
Policy contract number14809586
Policy instance 2
Insurance contract or identification number14809586
Number of Individuals Covered5
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $4,646
Are there contracts with allocated funds for individual policies?1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,822
Additional information about fees paid to insurance brokerSALES AND BASE COMMISSIONS
Insurance broker organization code?3
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP02862
Policy instance 1
Insurance contract or identification numberGP02862
Number of Individuals Covered125
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $16,425
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $16,425
Additional information about fees paid to insurance brokerSALES AND BASE COMMISSIONS
Insurance broker organization code?4
RIVERSOURCE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65005 )
Policy contract number14809586
Policy instance 2
Insurance contract or identification number14809586
Number of Individuals Covered5
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $4,666
Are there contracts with allocated funds for individual policies?1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,698
Additional information about fees paid to insurance brokerSALES AND BASE COMMISSIONS
Insurance broker organization code?3
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP02862
Policy instance 1
Insurance contract or identification numberGP02862
Number of Individuals Covered124
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $13,668
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $13,668
Additional information about fees paid to insurance brokerSALES AND BASE COMMISSIONS
Insurance broker organization code?4
RIVERSOURCE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65005 )
Policy contract number14809586
Policy instance 2
Insurance contract or identification number14809586
Number of Individuals Covered6
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $3,600
Are there contracts with allocated funds for individual policies?1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,087
Additional information about fees paid to insurance brokerSALES AND BASE COMMISSIONS
Insurance broker organization code?3
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP02862
Policy instance 1
Insurance contract or identification numberGP02862
Number of Individuals Covered124
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $15,344
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $15,344
Additional information about fees paid to insurance brokerSALES AND BASE COMMISSIONS
Insurance broker organization code?3
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP02862
Policy instance 1
Insurance contract or identification numberGP02862
Number of Individuals Covered130
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $14,569
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $14,569
Additional information about fees paid to insurance brokerSALES AND BASE COMMISSIONS
Insurance broker organization code?3
RIVERSOURCE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65005 )
Policy contract number14809586
Policy instance 2
Insurance contract or identification number14809586
Number of Individuals Covered6
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $3,375
Are there contracts with allocated funds for individual policies?1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,796
Additional information about fees paid to insurance brokerSALES AND BASE COMMISSIONS
Insurance broker organization code?3
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP02862
Policy instance 1
Insurance contract or identification numberGP02862
Number of Individuals Covered129
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $17,164
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $17,164
Insurance broker organization code?4
RIVERSOURCE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65005 )
Policy contract number14809586
Policy instance 2
Insurance contract or identification number14809586
Number of Individuals Covered9
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $3,511
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,845
Insurance broker organization code?3
RIVERSOURCE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65005 )
Policy contract number14809586
Policy instance 2
Insurance contract or identification number14809586
Number of Individuals Covered9
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $3,230
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,565
Insurance broker organization code?3
Insurance broker name
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP02862
Policy instance 1
Insurance contract or identification numberGP02862
Number of Individuals Covered124
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $14,622
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $14,622
Insurance broker organization code?4
Insurance broker nameLINCOLN FINANCIAL ADVISORS
RIVERSOURCE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65005 )
Policy contract number14809586
Policy instance 2
Insurance contract or identification number14809586
Number of Individuals Covered13
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $3,011
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,545
Insurance broker organization code?3
Insurance broker nameDANA WALES
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP02862
Policy instance 1
Insurance contract or identification numberGP02862
Number of Individuals Covered117
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $27,795
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $27,795
Insurance broker organization code?4
Insurance broker nameLINCOLN FINANCIAL ADVISORS
RIVERSOURCE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65005 )
Policy contract number14809586
Policy instance 2
Insurance contract or identification number14809586
Number of Individuals Covered14
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $2,761
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,400
Insurance broker organization code?3
Insurance broker nameSYLVIA FRATTALLONE
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP02862
Policy instance 1
Insurance contract or identification numberGP02862
Number of Individuals Covered120
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $29,439
Total amount of fees paid to insurance companyUSD $0
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 guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $29,439
Insurance broker organization code?4
Insurance broker nameLINCOLN FINANCIAL ADVISORS
RIVERSOURCE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65005 )
Policy contract number14809586
Policy instance 2
Insurance contract or identification number14809586
Number of Individuals Covered14
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $1,967
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,303
Insurance broker organization code?3
Insurance broker nameCORY GROM
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP02862
Policy instance 1
Insurance contract or identification numberGP02862
Number of Individuals Covered115
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $26,042
Total amount of fees paid to insurance companyUSD $0
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 guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $26,042
Insurance broker organization code?4
Insurance broker nameLINCOLN FINANCIAL ADVISORS
RIVERSOURCE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65005 )
Policy contract number14809586
Policy instance 2
Insurance contract or identification number14809586
Number of Individuals Covered16
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $1,560
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $933
Insurance broker organization code?3
Insurance broker nameERIN ROETHE
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP02862
Policy instance 1
Insurance contract or identification numberGP02862
Number of Individuals Covered109
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $23,558
Total amount of fees paid to insurance companyUSD $0
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 guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $23,558
Insurance broker organization code?4
Insurance broker nameLINCOLN FINANCIAL ADVISORS
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP02862
Policy instance 1
Insurance contract or identification numberGP02862
Number of Individuals Covered116
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $29,580
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
RIVERSOURCE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65005 )
Policy contract number14809586
Policy instance 2
Insurance contract or identification number14809586
Number of Individuals Covered19
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $1,826
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
RIVERSOURCE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65005 )
Policy contract number14809586
Policy instance 1
Insurance contract or identification number14809586
Number of Individuals Covered19
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $1,432
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
Commission paid to Insurance BrokerUSD $842
Insurance broker organization code?3
Insurance broker nameJAMES SANFORD
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP02862
Policy instance 2
Insurance contract or identification numberGP02862
Number of Individuals Covered112
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $22,990
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
Commission paid to Insurance BrokerUSD $22,990
Amount paid for insurance broker fees0
Insurance broker organization code?4
Insurance broker nameLINCOLN FINANCIAL ADVISORS

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