?>
Logo

MID-MINNESOTA LEGAL ASSISTANCE 403(B) RETIREMENT PLAN 401k Plan overview

Plan NameMID-MINNESOTA LEGAL ASSISTANCE 403(B) RETIREMENT PLAN
Plan identification number 001

MID-MINNESOTA LEGAL ASSISTANCE 403(B) RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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

MID-MINNESOTA LEGAL ASSISTANCE has sponsored the creation of one or more 401k plans.

Company Name:MID-MINNESOTA LEGAL ASSISTANCE
Employer identification number (EIN):411412710
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MID-MINNESOTA LEGAL ASSISTANCE 403(B) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01LISA COHEN LISA COHEN2018-10-10
0012016-01-01DREW SHAFFER DREW SHAFFER2017-10-12
0012016-01-01 DREW SHAFFER2017-10-12
0012015-01-01CATHY HAUKEDAHL CATHY HAUKEDAHL2016-10-13
0012014-01-01CATHY HAUKEDAHL
0012013-01-01CATHY HAUKEDAHL
0012012-01-01CATHY HAUKEDAHL
0012011-01-01CATHY HAUKEDAHL
0012009-01-01JEREMY LANE

Plan Statistics for MID-MINNESOTA LEGAL ASSISTANCE 403(B) RETIREMENT PLAN

401k plan membership statisitcs for MID-MINNESOTA LEGAL ASSISTANCE 403(B) RETIREMENT PLAN

Measure Date Value
2022: MID-MINNESOTA LEGAL ASSISTANCE 403(B) RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01269
Total number of active participants reported on line 7a of the Form 55002022-01-01168
Number of retired or separated participants receiving benefits2022-01-016
Number of other retired or separated participants entitled to future benefits2022-01-01103
Total of all active and inactive participants2022-01-01277
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01277
Number of participants with account balances2022-01-01270
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: MID-MINNESOTA LEGAL ASSISTANCE 403(B) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01249
Total number of active participants reported on line 7a of the Form 55002021-01-01177
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0194
Total of all active and inactive participants2021-01-01271
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01271
Number of participants with account balances2021-01-01259
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: MID-MINNESOTA LEGAL ASSISTANCE 403(B) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01239
Total number of active participants reported on line 7a of the Form 55002020-01-01177
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0173
Total of all active and inactive participants2020-01-01250
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01250
Number of participants with account balances2020-01-01240
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: MID-MINNESOTA LEGAL ASSISTANCE 403(B) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01229
Total number of active participants reported on line 7a of the Form 55002019-01-01164
Number of retired or separated participants receiving benefits2019-01-011
Number of other retired or separated participants entitled to future benefits2019-01-0176
Total of all active and inactive participants2019-01-01241
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01241
Number of participants with account balances2019-01-01128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: MID-MINNESOTA LEGAL ASSISTANCE 403(B) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01210
Total number of active participants reported on line 7a of the Form 55002018-01-01160
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0171
Total of all active and inactive participants2018-01-01231
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01231
Number of participants with account balances2018-01-01223
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: MID-MINNESOTA LEGAL ASSISTANCE 403(B) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01212
Total number of active participants reported on line 7a of the Form 55002017-01-01150
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0158
Total of all active and inactive participants2017-01-01208
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01208
Number of participants with account balances2017-01-01201
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: MID-MINNESOTA LEGAL ASSISTANCE 403(B) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01199
Total number of active participants reported on line 7a of the Form 55002016-01-01149
Number of other retired or separated participants entitled to future benefits2016-01-0163
Total of all active and inactive participants2016-01-01212
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01212
Number of participants with account balances2016-01-01201
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: MID-MINNESOTA LEGAL ASSISTANCE 403(B) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01198
Total number of active participants reported on line 7a of the Form 55002015-01-01145
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0154
Total of all active and inactive participants2015-01-01199
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01199
Number of participants with account balances2015-01-01188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: MID-MINNESOTA LEGAL ASSISTANCE 403(B) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01194
Total number of active participants reported on line 7a of the Form 55002014-01-01148
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0154
Total of all active and inactive participants2014-01-01202
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01202
Number of participants with account balances2014-01-01182
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: MID-MINNESOTA LEGAL ASSISTANCE 403(B) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01186
Total number of active participants reported on line 7a of the Form 55002013-01-01133
Number of other retired or separated participants entitled to future benefits2013-01-0161
Total of all active and inactive participants2013-01-01194
Total participants2013-01-01194
Number of participants with account balances2013-01-01185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: MID-MINNESOTA LEGAL ASSISTANCE 403(B) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01187
Total number of active participants reported on line 7a of the Form 55002012-01-01125
Number of other retired or separated participants entitled to future benefits2012-01-0161
Total of all active and inactive participants2012-01-01186
Total participants2012-01-01186
Number of participants with account balances2012-01-01180
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: MID-MINNESOTA LEGAL ASSISTANCE 403(B) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01181
Total number of active participants reported on line 7a of the Form 55002011-01-01130
Number of other retired or separated participants entitled to future benefits2011-01-0157
Total of all active and inactive participants2011-01-01187
Total participants2011-01-01187
Number of participants with account balances2011-01-01178
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: MID-MINNESOTA LEGAL ASSISTANCE 403(B) RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01185
Total number of active participants reported on line 7a of the Form 55002009-01-01151
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-01151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01151
Number of participants with account balances2009-01-01185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on MID-MINNESOTA LEGAL ASSISTANCE 403(B) RETIREMENT PLAN

Measure Date Value
2022 : MID-MINNESOTA LEGAL ASSISTANCE 403(B) RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$15,571
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$16,403
Total income from all sources (including contributions)2022-12-31$-1,690,255
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$4,775,075
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$4,694,764
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,511,261
Value of total assets at end of year2022-12-31$16,376,320
Value of total assets at beginning of year2022-12-31$22,842,482
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$80,311
Total interest from all sources2022-12-31$30,162
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$308,040
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$308,040
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$853,070
Participant contributions at end of year2022-12-31$161,305
Participant contributions at beginning of year2022-12-31$135,135
Participant contributions at end of year2022-12-31$35,559
Participant contributions at beginning of year2022-12-31$33,998
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$317,022
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$2,799
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$1,507
Liabilities. Value of operating payables at end of year2022-12-31$14,900
Liabilities. Value of operating payables at beginning of year2022-12-31$15,732
Total non interest bearing cash at end of year2022-12-31$671
Total non interest bearing cash at beginning of year2022-12-31$1,088
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-6,465,330
Value of net assets at end of year (total assets less liabilities)2022-12-31$16,360,749
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$22,826,079
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$64,475
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$14,393,225
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$20,003,597
Interest on participant loans2022-12-31$6,328
Interest earned on other investments2022-12-31$23,834
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$1,768,546
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$2,653,272
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-3,539,718
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$341,169
Employer contributions (assets) at end of year2022-12-31$14,215
Employer contributions (assets) at beginning of year2022-12-31$13,885
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$4,694,764
Contract administrator fees2022-12-31$15,836
Liabilities. Value of benefit claims payable at end of year2022-12-31$671
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$671
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 plan2022-12-31Disclaimer
Accountancy firm name2022-12-31HARRINGTON LANGER & ASSOCIATES
Accountancy firm EIN2022-12-31411532347
2021 : MID-MINNESOTA LEGAL ASSISTANCE 403(B) RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$16,403
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$2,671
Total income from all sources (including contributions)2021-12-31$4,100,700
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$3,369,325
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$3,283,055
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,256,989
Value of total assets at end of year2021-12-31$22,842,482
Value of total assets at beginning of year2021-12-31$22,097,375
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$86,270
Total interest from all sources2021-12-31$49,695
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,075,056
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$1,075,056
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$898,174
Participant contributions at end of year2021-12-31$135,135
Participant contributions at beginning of year2021-12-31$144,024
Participant contributions at end of year2021-12-31$33,998
Participant contributions at beginning of year2021-12-31$34,917
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$1,481
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$1,507
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$2,274
Liabilities. Value of operating payables at end of year2021-12-31$15,732
Liabilities. Value of operating payables at beginning of year2021-12-31$2,671
Total non interest bearing cash at end of year2021-12-31$1,088
Total non interest bearing cash at beginning of year2021-12-31$712
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$731,375
Value of net assets at end of year (total assets less liabilities)2021-12-31$22,826,079
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$22,094,704
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$72,504
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$20,003,597
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$19,386,645
Interest on participant loans2021-12-31$8,444
Interest earned on other investments2021-12-31$41,251
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$2,653,272
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$2,514,710
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,718,960
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$357,334
Employer contributions (assets) at end of year2021-12-31$13,885
Employer contributions (assets) at beginning of year2021-12-31$14,093
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$3,283,055
Contract administrator fees2021-12-31$13,766
Liabilities. Value of benefit claims payable at end of year2021-12-31$671
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 plan2021-12-31Disclaimer
Accountancy firm name2021-12-31HARRINGTON LANGER & ASSOCIATES
Accountancy firm EIN2021-12-31411532347
2020 : MID-MINNESOTA LEGAL ASSISTANCE 403(B) RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$2,671
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$7,062
Total income from all sources (including contributions)2020-12-31$3,928,154
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,301,245
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,270,705
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,218,745
Value of total assets at end of year2020-12-31$22,097,375
Value of total assets at beginning of year2020-12-31$19,474,857
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$30,540
Total interest from all sources2020-12-31$58,206
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$432,162
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$432,162
Administrative expenses professional fees incurred2020-12-31$13,806
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$851,614
Participant contributions at end of year2020-12-31$144,024
Participant contributions at beginning of year2020-12-31$132,410
Participant contributions at end of year2020-12-31$34,917
Participant contributions at beginning of year2020-12-31$34,103
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$34,540
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$2,274
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$3,002
Liabilities. Value of operating payables at end of year2020-12-31$2,671
Liabilities. Value of operating payables at beginning of year2020-12-31$7,062
Total non interest bearing cash at end of year2020-12-31$712
Total non interest bearing cash at beginning of year2020-12-31$5,159
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$2,626,909
Value of net assets at end of year (total assets less liabilities)2020-12-31$22,094,704
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$19,467,795
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$16,734
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$19,386,645
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$17,148,123
Interest on participant loans2020-12-31$9,042
Interest earned on other investments2020-12-31$49,164
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$2,514,710
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$2,138,536
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$2,219,041
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$332,591
Employer contributions (assets) at end of year2020-12-31$14,093
Employer contributions (assets) at beginning of year2020-12-31$13,524
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,270,705
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 plan2020-12-31Disclaimer
Accountancy firm name2020-12-31HARRINGTON LANGER & ASSOCIATES
Accountancy firm EIN2020-12-31411532347
2019 : MID-MINNESOTA LEGAL ASSISTANCE 403(B) RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$7,062
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$7,062
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$1,981
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$1,981
Total income from all sources (including contributions)2019-12-31$4,512,269
Total income from all sources (including contributions)2019-12-31$4,512,269
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$482,309
Total of all expenses incurred2019-12-31$482,309
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$453,511
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$453,511
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,329,051
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,329,051
Value of total assets at end of year2019-12-31$19,474,857
Value of total assets at end of year2019-12-31$19,474,857
Value of total assets at beginning of year2019-12-31$15,439,816
Value of total assets at beginning of year2019-12-31$15,439,816
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$28,798
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$28,798
Total interest from all sources2019-12-31$53,876
Total interest from all sources2019-12-31$53,876
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$321,781
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$321,781
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
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$876,779
Contributions received from participants2019-12-31$876,779
Participant contributions at end of year2019-12-31$132,410
Participant contributions at end of year2019-12-31$132,410
Participant contributions at beginning of year2019-12-31$64,560
Participant contributions at beginning of year2019-12-31$64,560
Participant contributions at end of year2019-12-31$34,103
Participant contributions at end of year2019-12-31$34,103
Participant contributions at beginning of year2019-12-31$32,378
Participant contributions at beginning of year2019-12-31$32,378
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$126,976
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$126,976
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$3,002
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$3,002
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$2,424
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$2,424
Liabilities. Value of operating payables at end of year2019-12-31$7,062
Liabilities. Value of operating payables at end of year2019-12-31$7,062
Liabilities. Value of operating payables at beginning of year2019-12-31$1,981
Liabilities. Value of operating payables at beginning of year2019-12-31$1,981
Total non interest bearing cash at end of year2019-12-31$5,159
Total non interest bearing cash at end of year2019-12-31$5,159
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$4,029,960
Value of net income/loss2019-12-31$4,029,960
Value of net assets at end of year (total assets less liabilities)2019-12-31$19,467,795
Value of net assets at end of year (total assets less liabilities)2019-12-31$19,467,795
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$15,437,835
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$15,437,835
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
Investment advisory and management fees2019-12-31$15,683
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$17,148,123
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$17,148,123
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$13,293,699
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$13,293,699
Interest on participant loans2019-12-31$7,544
Interest on participant loans2019-12-31$7,544
Interest earned on other investments2019-12-31$46,332
Interest earned on other investments2019-12-31$46,332
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$2,138,536
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$2,138,536
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$2,033,704
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$2,033,704
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,807,561
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,807,561
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$325,296
Contributions received in cash from employer2019-12-31$325,296
Employer contributions (assets) at end of year2019-12-31$13,524
Employer contributions (assets) at end of year2019-12-31$13,524
Employer contributions (assets) at beginning of year2019-12-31$13,051
Employer contributions (assets) at beginning of year2019-12-31$13,051
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$453,511
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$453,511
Contract administrator fees2019-12-31$13,115
Contract administrator fees2019-12-31$13,115
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
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 name2019-12-31HARRINGTON LANGER & ASSOCIATES
Accountancy firm name2019-12-31HARRINGTON LANGER & ASSOCIATES
Accountancy firm EIN2019-12-31411532347
Accountancy firm EIN2019-12-31411532347
2018 : MID-MINNESOTA LEGAL ASSISTANCE 403(B) RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$1,981
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$2,044
Total income from all sources (including contributions)2018-12-31$392,926
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,608,875
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,579,980
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,184,382
Value of total assets at end of year2018-12-31$15,439,816
Value of total assets at beginning of year2018-12-31$16,655,828
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$28,895
Total interest from all sources2018-12-31$43,529
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$267,002
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$267,002
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
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$854,225
Participant contributions at end of year2018-12-31$64,560
Participant contributions at beginning of year2018-12-31$74,893
Participant contributions at end of year2018-12-31$32,378
Participant contributions at beginning of year2018-12-31$32,090
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$7,071
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$2,424
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$1,925
Liabilities. Value of operating payables at end of year2018-12-31$1,981
Liabilities. Value of operating payables at beginning of year2018-12-31$2,044
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,215,949
Value of net assets at end of year (total assets less liabilities)2018-12-31$15,437,835
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$16,653,784
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
Investment advisory and management fees2018-12-31$15,300
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$13,293,699
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$14,949,184
Interest on participant loans2018-12-31$4,080
Interest earned on other investments2018-12-31$35,378
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$4,071
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$2,033,704
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$1,584,801
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,101,987
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$323,086
Employer contributions (assets) at end of year2018-12-31$13,051
Employer contributions (assets) at beginning of year2018-12-31$12,935
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,579,980
Contract administrator fees2018-12-31$13,595
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 name2018-12-31HARRINGTON LANGER & ASSOCIATES
Accountancy firm EIN2018-12-31411532347
2017 : MID-MINNESOTA LEGAL ASSISTANCE 403(B) RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$2,044
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$2,069
Total income from all sources (including contributions)2017-12-31$3,619,414
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,158,632
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,130,559
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,535,317
Value of total assets at end of year2017-12-31$16,655,828
Value of total assets at beginning of year2017-12-31$14,195,071
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$28,073
Total interest from all sources2017-12-31$34,003
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$242,311
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$242,311
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
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$835,701
Participant contributions at end of year2017-12-31$74,893
Participant contributions at beginning of year2017-12-31$88,933
Participant contributions at end of year2017-12-31$32,090
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$381,377
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$1,925
Liabilities. Value of operating payables at end of year2017-12-31$2,044
Liabilities. Value of operating payables at beginning of year2017-12-31$2,069
Total non interest bearing cash at beginning of year2017-12-31$42,150
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$2,460,782
Value of net assets at end of year (total assets less liabilities)2017-12-31$16,653,784
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$14,193,002
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
Investment advisory and management fees2017-12-31$14,808
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$14,949,184
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$12,488,906
Interest on participant loans2017-12-31$3,982
Interest earned on other investments2017-12-31$28,642
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$1,379
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$1,584,801
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$1,575,082
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,807,783
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$318,239
Employer contributions (assets) at end of year2017-12-31$12,935
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,130,559
Contract administrator fees2017-12-31$13,265
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 name2017-12-31HARRINGTON LANGER & ASSOCIATES
Accountancy firm EIN2017-12-31411532347
2016 : MID-MINNESOTA LEGAL ASSISTANCE 403(B) RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$2,069
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$2,056
Total income from all sources (including contributions)2016-12-31$2,091,589
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$276,358
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$250,481
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,046,007
Value of total assets at end of year2016-12-31$14,195,071
Value of total assets at beginning of year2016-12-31$12,379,827
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$25,877
Total interest from all sources2016-12-31$32,367
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$207,635
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$207,635
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
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$749,840
Participant contributions at end of year2016-12-31$88,933
Participant contributions at beginning of year2016-12-31$98,108
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$897
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$2,052
Liabilities. Value of operating payables at end of year2016-12-31$2,069
Liabilities. Value of operating payables at beginning of year2016-12-31$2,056
Total non interest bearing cash at end of year2016-12-31$42,150
Total non interest bearing cash at beginning of year2016-12-31$42,447
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$1,815,231
Value of net assets at end of year (total assets less liabilities)2016-12-31$14,193,002
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$12,377,771
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
Investment advisory and management fees2016-12-31$12,792
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$12,488,906
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$10,720,781
Interest on participant loans2016-12-31$4,762
Interest earned on other investments2016-12-31$27,605
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$1,575,082
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$1,516,064
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$805,580
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 contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$295,270
Employer contributions (assets) at beginning of year2016-12-31$375
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$250,481
Contract administrator fees2016-12-31$13,085
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 name2016-12-31HARRINGTON LANGER & ASSOCIATES
Accountancy firm EIN2016-12-31411532347
2015 : MID-MINNESOTA LEGAL ASSISTANCE 403(B) RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$2,056
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$897,749
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$598,235
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$572,384
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$996,719
Value of total assets at end of year2015-12-31$12,379,827
Value of total assets at beginning of year2015-12-31$12,078,257
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$25,851
Total interest from all sources2015-12-31$32,487
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$177,550
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$177,550
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$714,468
Participant contributions at end of year2015-12-31$98,108
Participant contributions at beginning of year2015-12-31$79,220
Participant contributions at beginning of year2015-12-31$27,626
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$395
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$2,052
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$8,223
Liabilities. Value of operating payables at end of year2015-12-31$2,056
Total non interest bearing cash at end of year2015-12-31$42,447
Total non interest bearing cash at beginning of year2015-12-31$299,105
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$299,514
Value of net assets at end of year (total assets less liabilities)2015-12-31$12,377,771
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$12,078,257
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
Investment advisory and management fees2015-12-31$16,065
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$10,720,781
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$10,154,954
Interest on participant loans2015-12-31$4,607
Interest earned on other investments2015-12-31$27,880
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$1,516,064
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$1,497,890
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-309,007
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 contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$281,856
Employer contributions (assets) at end of year2015-12-31$375
Employer contributions (assets) at beginning of year2015-12-31$11,239
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$572,384
Contract administrator fees2015-12-31$9,786
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 name2015-12-31HARRINGTON LANGER & ASSOCIATES
Accountancy firm EIN2015-12-31411532347
2014 : MID-MINNESOTA LEGAL ASSISTANCE 403(B) RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$2,307,861
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,352,878
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,332,082
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,514,826
Value of total assets at end of year2014-12-31$12,078,257
Value of total assets at beginning of year2014-12-31$11,123,274
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$20,796
Total interest from all sources2014-12-31$24,661
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$188,314
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$188,314
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-interest2014-12-31Yes
Amount of non-exempt transactions with any party-in-interest2014-12-31$8,223
Contributions received from participants2014-12-31$655,936
Participant contributions at end of year2014-12-31$79,220
Participant contributions at end of year2014-12-31$27,626
Participant contributions at beginning of year2014-12-31$24,640
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$593,363
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$8,223
Administrative expenses (other) incurred2014-12-31$2,841
Total non interest bearing cash at end of year2014-12-31$299,105
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$954,983
Value of net assets at end of year (total assets less liabilities)2014-12-31$12,078,257
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$11,123,274
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
Investment advisory and management fees2014-12-31$11,134
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$10,154,954
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$10,010,890
Interest on participant loans2014-12-31$2,766
Interest earned on other investments2014-12-31$21,895
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$1,497,890
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$1,077,282
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$580,060
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 contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$265,527
Employer contributions (assets) at end of year2014-12-31$11,239
Employer contributions (assets) at beginning of year2014-12-31$10,462
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,332,082
Contract administrator fees2014-12-31$6,821
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 name2014-12-31HARRINGTON LANGER & ASSOCIATES
Accountancy firm EIN2014-12-31411532347
2013 : MID-MINNESOTA LEGAL ASSISTANCE 403(B) RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$2,522,533
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$81,700
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$81,604
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$771,432
Value of total assets at end of year2013-12-31$11,123,274
Value of total assets at beginning of year2013-12-31$8,682,441
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$96
Total interest from all sources2013-12-31$11,436
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$55,336
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$55,336
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$567,354
Participant contributions at end of year2013-12-31$24,640
Participant contributions at beginning of year2013-12-31$21,983
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$3,370
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$2,440,833
Value of net assets at end of year (total assets less liabilities)2013-12-31$11,123,274
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$8,682,441
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$10,010,890
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$7,606,625
Interest earned on other investments2013-12-31$11,436
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$1,077,282
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$1,047,289
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,684,329
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 contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$200,708
Employer contributions (assets) at end of year2013-12-31$10,462
Employer contributions (assets) at beginning of year2013-12-31$6,544
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$81,604
Contract administrator fees2013-12-31$96
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 name2013-12-31HARRINGTON LANGER & ASSOCIATES
Accountancy firm EIN2013-12-31411532347
2012 : MID-MINNESOTA LEGAL ASSISTANCE 403(B) RETIREMENT PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$1,706,377
Total of all expenses incurred2012-12-31$435,607
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$434,325
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$855,611
Value of total assets at end of year2012-12-31$8,682,441
Value of total assets at beginning of year2012-12-31$7,411,671
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$1,282
Total interest from all sources2012-12-31$17,006
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$36,552
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$36,552
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$542,158
Participant contributions at end of year2012-12-31$21,983
Participant contributions at beginning of year2012-12-31$20,530
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$183,300
Administrative expenses (other) incurred2012-12-31$1,186
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$1,270,770
Value of net assets at end of year (total assets less liabilities)2012-12-31$8,682,441
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$7,411,671
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$7,606,625
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$6,381,170
Interest earned on other investments2012-12-31$17,006
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$1,047,289
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$1,006,031
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$797,208
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$130,153
Employer contributions (assets) at end of year2012-12-31$6,544
Employer contributions (assets) at beginning of year2012-12-31$3,940
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$434,325
Contract administrator fees2012-12-31$96
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 name2012-12-31HARRINGTON LANGER & ASSOCIATES
Accountancy firm EIN2012-12-31411532347
2011 : MID-MINNESOTA LEGAL ASSISTANCE 403(B) RETIREMENT PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$617,240
Total of all expenses incurred2011-12-31$277,245
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$277,149
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$699,996
Value of total assets at end of year2011-12-31$7,411,671
Value of total assets at beginning of year2011-12-31$7,071,676
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$96
Total interest from all sources2011-12-31$17,571
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$34,239
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$34,239
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
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$534,151
Participant contributions at end of year2011-12-31$20,530
Participant contributions at beginning of year2011-12-31$22,749
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$63,621
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$339,995
Value of net assets at end of year (total assets less liabilities)2011-12-31$7,411,671
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$7,071,676
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$6,381,170
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$6,254,298
Interest earned on other investments2011-12-31$17,571
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$1,006,031
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$790,403
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-134,566
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$102,224
Employer contributions (assets) at end of year2011-12-31$3,940
Employer contributions (assets) at beginning of year2011-12-31$4,226
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$277,149
Contract administrator fees2011-12-31$96
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 name2011-12-31HARRINGTON LANGER & ASSOCIATES
Accountancy firm EIN2011-12-31411532347
2010 : MID-MINNESOTA LEGAL ASSISTANCE 403(B) RETIREMENT PLAN 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$1,536,256
Total of all expenses incurred2010-12-31$211,610
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$211,385
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$734,859
Value of total assets at end of year2010-12-31$7,071,676
Value of total assets at beginning of year2010-12-31$5,747,030
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$225
Total interest from all sources2010-12-31$21,055
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$26,474
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$26,474
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$575,206
Participant contributions at end of year2010-12-31$22,749
Participant contributions at beginning of year2010-12-31$21,017
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$1,324,646
Value of net assets at end of year (total assets less liabilities)2010-12-31$7,071,676
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$5,747,030
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$6,254,298
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$4,928,338
Interest earned on other investments2010-12-31$21,055
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$790,403
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$789,936
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$753,868
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$159,653
Employer contributions (assets) at end of year2010-12-31$4,226
Employer contributions (assets) at beginning of year2010-12-31$7,739
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$211,385
Contract administrator fees2010-12-31$225
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 name2010-12-31HARRINGTON LANGER & ASSOCIATES
Accountancy firm EIN2010-12-31411532347

Form 5500 Responses for MID-MINNESOTA LEGAL ASSISTANCE 403(B) RETIREMENT PLAN

2022: MID-MINNESOTA LEGAL ASSISTANCE 403(B) RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: MID-MINNESOTA LEGAL ASSISTANCE 403(B) RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: MID-MINNESOTA LEGAL ASSISTANCE 403(B) RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: MID-MINNESOTA LEGAL ASSISTANCE 403(B) RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: MID-MINNESOTA LEGAL ASSISTANCE 403(B) RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: MID-MINNESOTA LEGAL ASSISTANCE 403(B) RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: MID-MINNESOTA LEGAL ASSISTANCE 403(B) RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: MID-MINNESOTA LEGAL ASSISTANCE 403(B) RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: MID-MINNESOTA LEGAL ASSISTANCE 403(B) RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: MID-MINNESOTA LEGAL ASSISTANCE 403(B) RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: MID-MINNESOTA LEGAL ASSISTANCE 403(B) RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: MID-MINNESOTA LEGAL ASSISTANCE 403(B) RETIREMENT 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 benefit arrangement – InsuranceYes
2009: MID-MINNESOTA LEGAL ASSISTANCE 403(B) RETIREMENT 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 benefit arrangement – InsuranceYes

Insurance Providers Used on plan

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number63294
Policy instance 3
Insurance contract or identification number63294
Number of Individuals Covered24
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number006516-J
Policy instance 2
Insurance contract or identification number006516-J
Number of Individuals Covered27
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
RIVERSOURCE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65005 )
Policy contract number16959048
Policy instance 1
Insurance contract or identification number16959048
Number of Individuals Covered0
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $289
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?1
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $289
Insurance broker organization code?3
RIVERSOURCE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65005 )
Policy contract number16959048
Policy instance 1
Insurance contract or identification number16959048
Number of Individuals Covered2
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $3,470
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?1
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,167
Insurance broker organization code?3
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number63294
Policy instance 3
Insurance contract or identification number63294
Number of Individuals Covered23
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number006516-J
Policy instance 2
Insurance contract or identification number006516-J
Number of Individuals Covered28
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number63294
Policy instance 3
Insurance contract or identification number63294
Number of Individuals Covered22
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number006516-J
Policy instance 2
Insurance contract or identification number006516-J
Number of Individuals Covered11
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
RIVERSOURCE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65005 )
Policy contract number16959048
Policy instance 1
Insurance contract or identification number16959048
Number of Individuals Covered2
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $2,839
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?1
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,607
Insurance broker organization code?3
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number63294
Policy instance 3
Insurance contract or identification number63294
Number of Individuals Covered22
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number006516-J
Policy instance 2
Insurance contract or identification number006516-J
Number of Individuals Covered30
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
RIVERSOURCE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65005 )
Policy contract number16959048
Policy instance 1
Insurance contract or identification number16959048
Number of Individuals Covered2
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $2,727
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?1
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,515
Insurance broker organization code?3
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number63294
Policy instance 3
Insurance contract or identification number63294
Number of Individuals Covered23
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number006516-J
Policy instance 2
Insurance contract or identification number006516-J
Number of Individuals Covered32
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
RIVERSOURCE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65005 )
Policy contract number16959048
Policy instance 1
Insurance contract or identification number16959048
Number of Individuals Covered2
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $2,723
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?1
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,514
Insurance broker organization code?3
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number63294
Policy instance 3
Insurance contract or identification number63294
Number of Individuals Covered23
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number006516-J
Policy instance 2
Insurance contract or identification number006516-J
Number of Individuals Covered33
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
RIVERSOURCE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65005 )
Policy contract number16959048
Policy instance 1
Insurance contract or identification number16959048
Number of Individuals Covered2
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $2,342
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?1
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,294
Insurance broker organization code?3
Insurance broker namePATRICK J. KRUCHTEN

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3