401k Plan data: TAX DEFERRED ANNUITY PLAN OF ARAB AMERICAN AND CHALDEAN COUNCIL plan

TAX DEFERRED ANNUITY PLAN OF ARAB AMERICAN AND CHALDEAN COUNCIL 401k Plan overview

Plan Name	TAX DEFERRED ANNUITY PLAN OF ARAB AMERICAN AND CHALDEAN COUNCIL
Plan identification number	002

TAX DEFERRED ANNUITY PLAN OF ARAB AMERICAN AND CHALDEAN COUNCIL Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
Code section 408 accounts and annuities - See Limited Pension Plan Reporting instructions for pension plan utilizing individual Code section 408 retirement accounts or annuities as the funding vehicle for providing benefits.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

ARAB AMERICAN CHALDEAN COUNCIL has sponsored the creation of one or more 401k plans.

Company Name: ARAB AMERICAN CHALDEAN COUNCIL

Employer identification number (EIN): 382311840

NAIC Classification: 813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TAX DEFERRED ANNUITY PLAN OF ARAB AMERICAN AND CHALDEAN COUNCIL

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01 ODIE FAKHOURI 2023-10-03
002 2021-01-01 ODIE FAKHOURI 2022-07-26
002 2020-01-01 HAIFA FAKHOURI 2021-10-11
002 2019-01-01 HAIFA FAKHOURI 2020-09-28
002 2019-01-01 HAIFA FAKHOURI 2021-07-26
002 2010-01-01 DR. HAIFA FAKHOURI 2012-02-21
002 2009-01-01 SUFIAN HANNON

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2022-01-01	ODIE FAKHOURI	2023-10-03
002	2021-01-01	ODIE FAKHOURI	2022-07-26
002	2020-01-01	HAIFA FAKHOURI	2021-10-11
002	2019-01-01	HAIFA FAKHOURI	2020-09-28
002	2019-01-01	HAIFA FAKHOURI	2021-07-26
002	2010-01-01	DR. HAIFA FAKHOURI	2012-02-21
002	2009-01-01	SUFIAN HANNON

Plan Statistics for TAX DEFERRED ANNUITY PLAN OF ARAB AMERICAN AND CHALDEAN COUNCIL

401k plan membership statisitcs for TAX DEFERRED ANNUITY PLAN OF ARAB AMERICAN AND CHALDEAN COUNCIL

Measure Date Value
2022: TAX DEFERRED ANNUITY PLAN OF ARAB AMERICAN AND CHALDEAN COUNCIL 2022 401k membership
Total participants, beginning-of-year 2022-01-01 150
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 134
Number of retired or separated participants receiving benefits 2022-01-01 1
Number of other retired or separated participants entitled to future benefits 2022-01-01 33
Total of all active and inactive participants 2022-01-01 168
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 168
Number of participants with account balances 2022-01-01 149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 2
2021: TAX DEFERRED ANNUITY PLAN OF ARAB AMERICAN AND CHALDEAN COUNCIL 2021 401k membership
Total participants, beginning-of-year 2021-01-01 135
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 125
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 18
Total of all active and inactive participants 2021-01-01 143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 143
Number of participants with account balances 2021-01-01 141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 6
2020: TAX DEFERRED ANNUITY PLAN OF ARAB AMERICAN AND CHALDEAN COUNCIL 2020 401k membership
Total participants, beginning-of-year 2020-01-01 128
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 124
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 11
Total of all active and inactive participants 2020-01-01 135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 135
Number of participants with account balances 2020-01-01 133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: TAX DEFERRED ANNUITY PLAN OF ARAB AMERICAN AND CHALDEAN COUNCIL 2019 401k membership
Total participants, beginning-of-year 2019-01-01 0
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 121
Number of other retired or separated participants entitled to future benefits 2019-01-01 7
Total of all active and inactive participants 2019-01-01 128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 128
Number of participants with account balances 2019-01-01 127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2009: TAX DEFERRED ANNUITY PLAN OF ARAB AMERICAN AND CHALDEAN COUNCIL 2009 401k membership
Total participants, beginning-of-year 2009-01-01 17
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 20
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 0
Total of all active and inactive participants 2009-01-01 20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 20
Number of participants with account balances 2009-01-01 20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2022: TAX DEFERRED ANNUITY PLAN OF ARAB AMERICAN AND CHALDEAN COUNCIL 2022 401k membership
Total participants, beginning-of-year	2022-01-01	150
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	134
Number of retired or separated participants receiving benefits	2022-01-01	1
Number of other retired or separated participants entitled to future benefits	2022-01-01	33
Total of all active and inactive participants	2022-01-01	168
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	168
Number of participants with account balances	2022-01-01	149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	2
2021: TAX DEFERRED ANNUITY PLAN OF ARAB AMERICAN AND CHALDEAN COUNCIL 2021 401k membership
Total participants, beginning-of-year	2021-01-01	135
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	125
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	18
Total of all active and inactive participants	2021-01-01	143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	143
Number of participants with account balances	2021-01-01	141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	6
2020: TAX DEFERRED ANNUITY PLAN OF ARAB AMERICAN AND CHALDEAN COUNCIL 2020 401k membership
Total participants, beginning-of-year	2020-01-01	128
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	124
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	11
Total of all active and inactive participants	2020-01-01	135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	135
Number of participants with account balances	2020-01-01	133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: TAX DEFERRED ANNUITY PLAN OF ARAB AMERICAN AND CHALDEAN COUNCIL 2019 401k membership
Total participants, beginning-of-year	2019-01-01	0
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	121
Number of other retired or separated participants entitled to future benefits	2019-01-01	7
Total of all active and inactive participants	2019-01-01	128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	128
Number of participants with account balances	2019-01-01	127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2009: TAX DEFERRED ANNUITY PLAN OF ARAB AMERICAN AND CHALDEAN COUNCIL 2009 401k membership
Total participants, beginning-of-year	2009-01-01	17
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	20
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	0
Total of all active and inactive participants	2009-01-01	20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	20
Number of participants with account balances	2009-01-01	20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on TAX DEFERRED ANNUITY PLAN OF ARAB AMERICAN AND CHALDEAN COUNCIL

Measure	Date	Value
2022 : TAX DEFERRED ANNUITY PLAN OF ARAB AMERICAN AND CHALDEAN COUNCIL 2022 401k financial data
Total income from all sources (including contributions)	2022-12-31	$-98,893
Total of all expenses incurred	2022-12-31	$330,964
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$330,017
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$560,158
Value of total assets at end of year	2022-12-31	$6,664,920
Value of total assets at beginning of year	2022-12-31	$7,094,777
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$947
Total interest from all sources	2022-12-31	$32,760
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$3,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$196,025
Participant contributions at end of year	2022-12-31	$147,490
Participant contributions at beginning of year	2022-12-31	$201,671
Participant contributions at end of year	2022-12-31	$8,951
Participant contributions at beginning of year	2022-12-31	$7,011
Administrative expenses (other) incurred	2022-12-31	$947
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-429,857
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$6,664,920
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$7,094,777
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in pooled separate accounts at end of year	2022-12-31	$3,557,450
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$4,105,933
Interest earned on other investments	2022-12-31	$32,760
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$2,934,297
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$2,765,783
Net investment gain or loss from common/collective trusts	2022-12-31	$-691,811
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$364,133
Employer contributions (assets) at end of year	2022-12-31	$16,732
Employer contributions (assets) at beginning of year	2022-12-31	$14,379
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$330,017
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2022-12-31	No
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	MANER COSTERISAN
Accountancy firm EIN	2022-12-31	382157642
2021 : TAX DEFERRED ANNUITY PLAN OF ARAB AMERICAN AND CHALDEAN COUNCIL 2021 401k financial data
Total income from all sources (including contributions)	2021-12-31	$1,115,115
Total of all expenses incurred	2021-12-31	$234,276
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$232,909
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$546,366
Value of total assets at end of year	2021-12-31	$7,094,777
Value of total assets at beginning of year	2021-12-31	$6,213,938
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$1,367
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$44,004
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$44,004
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$3,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$187,881
Participant contributions at end of year	2021-12-31	$201,671
Participant contributions at beginning of year	2021-12-31	$184,664
Participant contributions at end of year	2021-12-31	$7,011
Participant contributions at beginning of year	2021-12-31	$8,405
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$0
Administrative expenses (other) incurred	2021-12-31	$1,367
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$880,839
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$7,094,777
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$6,213,938
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in pooled separate accounts at end of year	2021-12-31	$4,105,933
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$3,379,876
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$2,765,783
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$2,627,378
Net investment gain or loss from common/collective trusts	2021-12-31	$524,745
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$358,485
Employer contributions (assets) at end of year	2021-12-31	$14,379
Employer contributions (assets) at beginning of year	2021-12-31	$13,615
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$232,909
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2021-12-31	No
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	MANER COSTERISAN
Accountancy firm EIN	2021-12-31	382157642
2020 : TAX DEFERRED ANNUITY PLAN OF ARAB AMERICAN AND CHALDEAN COUNCIL 2020 401k financial data
Total income from all sources (including contributions)	2020-12-31	$1,063,326
Total of all expenses incurred	2020-12-31	$240,035
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$238,924
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$529,445
Value of total assets at end of year	2020-12-31	$6,213,938
Value of total assets at beginning of year	2020-12-31	$5,390,647
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$1,111
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$42,130
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$42,130
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$3,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$194,204
Participant contributions at end of year	2020-12-31	$184,664
Participant contributions at beginning of year	2020-12-31	$234,810
Participant contributions at end of year	2020-12-31	$8,405
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$17,945
Administrative expenses (other) incurred	2020-12-31	$1,111
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$823,291
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$6,213,938
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$5,390,647
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in pooled separate accounts at end of year	2020-12-31	$3,379,876
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$2,645,757
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$2,627,378
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$2,510,080
Net investment gain or loss from common/collective trusts	2020-12-31	$491,751
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$317,296
Employer contributions (assets) at end of year	2020-12-31	$13,615
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$238,924
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2020-12-31	No
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	MANER COSTERISAN
Accountancy firm EIN	2020-12-31	382157642
2019 : TAX DEFERRED ANNUITY PLAN OF ARAB AMERICAN AND CHALDEAN COUNCIL 2019 401k financial data
Transfers to/from the plan	2019-12-31	$1,556,923
Total income from all sources	2019-12-31	$86,085
Expenses. Total of all expenses incurred	2019-12-31	$75,129
Benefits paid (including direct rollovers)	2019-12-31	$74,875
Total plan assets at end of year	2019-12-31	$2,744,890
Total plan assets at beginning of year	2019-12-31	$1,177,011
Value of fidelity bond covering the plan	2019-12-31	$3,000,000
Total contributions received or receivable from participants	2019-12-31	$107,532
Expenses. Other expenses not covered elsewhere	2019-12-31	$57,826
Contributions received from other sources (not participants or employers)	2019-12-31	$3,435,860
Other income received	2019-12-31	$30,576
Net income (gross income less expenses)	2019-12-31	$10,956
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$2,744,890
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$1,177,011
Assets. Value of participant loans	2019-12-31	$234,810
Total contributions received or receivable from employer(s)	2019-12-31	$55,509
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$254
2009 : TAX DEFERRED ANNUITY PLAN OF ARAB AMERICAN AND CHALDEAN COUNCIL 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for TAX DEFERRED ANNUITY PLAN OF ARAB AMERICAN AND CHALDEAN COUNCIL

2022: TAX DEFERRED ANNUITY PLAN OF ARAB AMERICAN AND CHALDEAN COUNCIL 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: TAX DEFERRED ANNUITY PLAN OF ARAB AMERICAN AND CHALDEAN COUNCIL 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: TAX DEFERRED ANNUITY PLAN OF ARAB AMERICAN AND CHALDEAN COUNCIL 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: TAX DEFERRED ANNUITY PLAN OF ARAB AMERICAN AND CHALDEAN COUNCIL 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	First time form 5500 has been submitted	Yes
2019-01-01	Submission has been amended	Yes
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2009: TAX DEFERRED ANNUITY PLAN OF ARAB AMERICAN AND CHALDEAN COUNCIL 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	First time form 5500 has been submitted	Yes
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )

Policy contract number

053561-H

Policy instance

Insurance contract or identification number	053561-H
Number of Individuals Covered	168
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $996
Contracts With Unallocated Funds Deposit Administration	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	996
Additional information about fees paid to insurance broker	PORTION OF INCENTIVE COMP PROGRAM
Insurance broker organization code?	3

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )

Policy contract number

053561-H

Policy instance

Insurance contract or identification number	053561-H
Number of Individuals Covered	143
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $9,674
Contracts With Unallocated Funds Deposit Administration	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	9674
Additional information about fees paid to insurance broker	PORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?	3

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )

Policy contract number

053561-H

Policy instance

Insurance contract or identification number	053561-H
Number of Individuals Covered	135
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $9,674
Contracts With Unallocated Funds Deposit Administration	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	9674
Additional information about fees paid to insurance broker	PORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?	3

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )

Policy contract number

053561-H

Policy instance

Insurance contract or identification number	053561-H
Number of Individuals Covered	128
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $258
Contracts With Unallocated Funds Deposit Administration	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	258
Additional information about fees paid to insurance broker	PORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?	3

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Company Name:	ARAB AMERICAN CHALDEAN COUNCIL
Employer identification number (EIN):	382311840
NAIC Classification:	813000
NAIC Description:	Religious, Grantmaking, Civic, Professional, and Similar Organizations