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BCI 403(B) RETIREMENT SAVINGS PLAN 401k Plan overview

Plan NameBCI 403(B) RETIREMENT SAVINGS PLAN
Plan identification number 001

BCI 403(B) RETIREMENT SAVINGS 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.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 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.
  • 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

BOONE CENTER, INC. has sponsored the creation of one or more 401k plans.

Company Name:BOONE CENTER, INC.
Employer identification number (EIN):430764144
NAIC Classification:624310
NAIC Description:Vocational Rehabilitation Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BCI 403(B) RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-07-01
0012020-07-01
0012019-07-01
0012018-07-01
0012017-07-01SUSAN CUTLER
0012016-07-01SUSAN CUTLER
0012015-07-01
0012014-07-01
0012013-07-01ERIC HINTON
0012012-07-01ERIC HINTON
0012011-07-01CHARLES BLOSSOM
0012010-07-01CHARLES BLOSSOM
0012009-07-01CHARLES BLOSSOM

Plan Statistics for BCI 403(B) RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for BCI 403(B) RETIREMENT SAVINGS PLAN

Measure Date Value
2021: BCI 403(B) RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-07-01429
Total number of active participants reported on line 7a of the Form 55002021-07-01358
Number of retired or separated participants receiving benefits2021-07-010
Number of other retired or separated participants entitled to future benefits2021-07-0141
Total of all active and inactive participants2021-07-01399
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-010
Total participants2021-07-01399
Number of participants with account balances2021-07-01111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-010
2020: BCI 403(B) RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-07-01395
Total number of active participants reported on line 7a of the Form 55002020-07-01351
Number of retired or separated participants receiving benefits2020-07-010
Number of other retired or separated participants entitled to future benefits2020-07-0135
Total of all active and inactive participants2020-07-01386
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-010
Total participants2020-07-01386
Number of participants with account balances2020-07-01102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-010
2019: BCI 403(B) RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-07-01441
Total number of active participants reported on line 7a of the Form 55002019-07-01354
Number of retired or separated participants receiving benefits2019-07-010
Number of other retired or separated participants entitled to future benefits2019-07-0135
Total of all active and inactive participants2019-07-01389
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-010
Total participants2019-07-01389
Number of participants with account balances2019-07-01105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-010
2018: BCI 403(B) RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-01457
Total number of active participants reported on line 7a of the Form 55002018-07-01396
Number of retired or separated participants receiving benefits2018-07-011
Number of other retired or separated participants entitled to future benefits2018-07-0139
Total of all active and inactive participants2018-07-01436
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-010
Total participants2018-07-01436
Number of participants with account balances2018-07-01117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-010
2017: BCI 403(B) RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-01413
Total number of active participants reported on line 7a of the Form 55002017-07-01428
Number of retired or separated participants receiving benefits2017-07-010
Number of other retired or separated participants entitled to future benefits2017-07-0122
Total of all active and inactive participants2017-07-01450
Total participants2017-07-01450
Number of participants with account balances2017-07-01107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-010
2016: BCI 403(B) RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-01405
Total number of active participants reported on line 7a of the Form 55002016-07-01381
Number of retired or separated participants receiving benefits2016-07-011
Number of other retired or separated participants entitled to future benefits2016-07-0128
Total of all active and inactive participants2016-07-01410
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-010
Total participants2016-07-01410
Number of participants with account balances2016-07-0191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-010
2015: BCI 403(B) RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-01400
Total number of active participants reported on line 7a of the Form 55002015-07-01377
Number of retired or separated participants receiving benefits2015-07-013
Number of other retired or separated participants entitled to future benefits2015-07-0113
Total of all active and inactive participants2015-07-01393
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-010
Total participants2015-07-01393
Number of participants with account balances2015-07-0172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-010
2014: BCI 403(B) RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-01386
Total number of active participants reported on line 7a of the Form 55002014-07-01370
Number of retired or separated participants receiving benefits2014-07-010
Number of other retired or separated participants entitled to future benefits2014-07-0114
Total of all active and inactive participants2014-07-01384
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-010
Total participants2014-07-01384
Number of participants with account balances2014-07-0176
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-010
2013: BCI 403(B) RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-01375
Total number of active participants reported on line 7a of the Form 55002013-07-01398
Number of retired or separated participants receiving benefits2013-07-010
Number of other retired or separated participants entitled to future benefits2013-07-0117
Total of all active and inactive participants2013-07-01415
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-010
Total participants2013-07-01415
Number of participants with account balances2013-07-0175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-010
2012: BCI 403(B) RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-01401
Total number of active participants reported on line 7a of the Form 55002012-07-01362
Number of retired or separated participants receiving benefits2012-07-010
Number of other retired or separated participants entitled to future benefits2012-07-010
Total of all active and inactive participants2012-07-01362
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-010
Total participants2012-07-01362
Number of participants with account balances2012-07-0182
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-010
2011: BCI 403(B) RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-01335
Total number of active participants reported on line 7a of the Form 55002011-07-01379
Number of retired or separated participants receiving benefits2011-07-011
Number of other retired or separated participants entitled to future benefits2011-07-0121
Total of all active and inactive participants2011-07-01401
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-010
Total participants2011-07-01401
Number of participants with account balances2011-07-0180
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-0115
2010: BCI 403(B) RETIREMENT SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year2010-07-01345
Total number of active participants reported on line 7a of the Form 55002010-07-01349
Number of retired or separated participants receiving benefits2010-07-010
Number of other retired or separated participants entitled to future benefits2010-07-016
Total of all active and inactive participants2010-07-01355
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-07-010
Total participants2010-07-01355
Number of participants with account balances2010-07-0181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-07-010
2009: BCI 403(B) RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-01419
Total number of active participants reported on line 7a of the Form 55002009-07-01336
Number of retired or separated participants receiving benefits2009-07-010
Number of other retired or separated participants entitled to future benefits2009-07-019
Total of all active and inactive participants2009-07-01345
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-010
Total participants2009-07-01345
Number of participants with account balances2009-07-0176
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-010

Financial Data on BCI 403(B) RETIREMENT SAVINGS PLAN

Measure Date Value
2022 : BCI 403(B) RETIREMENT SAVINGS PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-06-30$35,070
Total of all expenses incurred2022-06-30$570,429
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$565,658
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$349,483
Value of total assets at end of year2022-06-30$2,401,551
Value of total assets at beginning of year2022-06-30$2,936,910
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$4,771
Total interest from all sources2022-06-30$2,161
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30No
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$1,000,000
If this is an individual account plan, was there a blackout period2022-06-30No
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Contributions received from participants2022-06-30$217,474
Participant contributions at end of year2022-06-30$28,587
Participant contributions at beginning of year2022-06-30$35,378
Income. Received or receivable in cash from other sources (including rollovers)2022-06-30$17,168
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$-535,359
Value of net assets at end of year (total assets less liabilities)2022-06-30$2,401,551
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$2,936,910
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30No
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-06-30$2,098,316
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-06-30$2,697,104
Interest on participant loans2022-06-30$1,710
Interest earned on other investments2022-06-30$1,017
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-06-30$244,579
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-06-30$86,850
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-06-30$86,850
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-06-30$-566
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-06-30$30,069
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-06-30$29,090
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-06-30$-316,574
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30No
Was there a failure to transmit to the plan any participant contributions2022-06-30No
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Contributions received in cash from employer2022-06-30$114,841
Employer contributions (assets) at end of year2022-06-30$0
Employer contributions (assets) at beginning of year2022-06-30$88,488
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$565,658
Contract administrator fees2022-06-30$4,771
Did the plan have assets held for investment2022-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-30No
Opinion of an independent qualified public accountant for this plan2022-06-30Unqualified
Accountancy firm name2022-06-30ANDERS MINKLER HUBER & HELM LLP
Accountancy firm EIN2022-06-30430831507
2021 : BCI 403(B) RETIREMENT SAVINGS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total income from all sources (including contributions)2021-06-30$1,015,343
Total loss/gain on sale of assets2021-06-30$0
Total of all expenses incurred2021-06-30$359,891
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$355,016
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$390,341
Value of total assets at end of year2021-06-30$2,936,910
Value of total assets at beginning of year2021-06-30$2,281,458
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$4,875
Total interest from all sources2021-06-30$2,897
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$250,000
If this is an individual account plan, was there a blackout period2021-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-06-30$0
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Contributions received from participants2021-06-30$195,987
Participant contributions at end of year2021-06-30$35,378
Participant contributions at beginning of year2021-06-30$34,783
Other income not declared elsewhere2021-06-30$2,186
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$655,452
Value of net assets at end of year (total assets less liabilities)2021-06-30$2,936,910
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$2,281,458
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-06-30$2,697,104
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-06-30$2,119,860
Interest on participant loans2021-06-30$2,121
Interest earned on other investments2021-06-30$1,268
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-06-30$86,850
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-06-30$101,151
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-06-30$101,151
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-06-30$-492
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-06-30$29,090
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-06-30$25,649
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-06-30$619,919
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30No
Was there a failure to transmit to the plan any participant contributions2021-06-30No
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Contributions received in cash from employer2021-06-30$194,354
Employer contributions (assets) at end of year2021-06-30$88,488
Employer contributions (assets) at beginning of year2021-06-30$15
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$355,016
Contract administrator fees2021-06-30$4,875
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Opinion of an independent qualified public accountant for this plan2021-06-30Disclaimer
Accountancy firm name2021-06-30UHY LLP
Accountancy firm EIN2021-06-30200694403
2020 : BCI 403(B) RETIREMENT SAVINGS PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total income from all sources (including contributions)2020-06-30$264,369
Total loss/gain on sale of assets2020-06-30$0
Total of all expenses incurred2020-06-30$49,273
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$43,761
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$273,393
Value of total assets at end of year2020-06-30$2,281,458
Value of total assets at beginning of year2020-06-30$2,066,362
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$5,512
Total interest from all sources2020-06-30$3,258
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$250,000
If this is an individual account plan, was there a blackout period2020-06-30No
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Contributions received from participants2020-06-30$170,050
Participant contributions at end of year2020-06-30$34,783
Participant contributions at beginning of year2020-06-30$26,341
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$215,096
Value of net assets at end of year (total assets less liabilities)2020-06-30$2,281,458
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$2,066,362
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-06-30$2,119,860
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$1,897,450
Interest on participant loans2020-06-30$1,945
Interest earned on other investments2020-06-30$873
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-06-30$101,151
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-06-30$117,782
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-06-30$117,782
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-06-30$440
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-06-30$25,649
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-06-30$24,789
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-06-30$-12,282
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30No
Was there a failure to transmit to the plan any participant contributions2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Contributions received in cash from employer2020-06-30$103,343
Employer contributions (assets) at end of year2020-06-30$15
Employer contributions (assets) at beginning of year2020-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$43,761
Contract administrator fees2020-06-30$5,512
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30Yes
Opinion of an independent qualified public accountant for this plan2020-06-30Disclaimer
Accountancy firm name2020-06-30UHY LLP
Accountancy firm EIN2020-06-30200694403
2019 : BCI 403(B) RETIREMENT SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total income from all sources (including contributions)2019-06-30$434,905
Total loss/gain on sale of assets2019-06-30$0
Total of all expenses incurred2019-06-30$180,816
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$177,395
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$357,377
Value of total assets at end of year2019-06-30$2,066,362
Value of total assets at beginning of year2019-06-30$1,812,273
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$3,421
Total interest from all sources2019-06-30$3,623
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$250,000
If this is an individual account plan, was there a blackout period2019-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-06-30$0
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Contributions received from participants2019-06-30$154,365
Participant contributions at end of year2019-06-30$26,341
Participant contributions at beginning of year2019-06-30$48,429
Participant contributions at end of year2019-06-30$0
Participant contributions at beginning of year2019-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2019-06-30$96,474
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$254,089
Value of net assets at end of year (total assets less liabilities)2019-06-30$2,066,362
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$1,812,273
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-06-30$1,897,450
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$1,687,513
Income. Interest from loans (other than to participants)2019-06-30$1,994
Interest earned on other investments2019-06-30$833
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-06-30$117,782
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-06-30$52,360
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-06-30$52,360
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-06-30$796
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-06-30$24,789
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-06-30$23,971
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-06-30$73,905
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30No
Was there a failure to transmit to the plan any participant contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Contributions received in cash from employer2019-06-30$106,538
Employer contributions (assets) at end of year2019-06-30$0
Employer contributions (assets) at beginning of year2019-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$177,395
Contract administrator fees2019-06-30$3,421
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30Yes
Opinion of an independent qualified public accountant for this plan2019-06-30Disclaimer
Accountancy firm name2019-06-30UHY LLP
Accountancy firm EIN2019-06-30200694403
2018 : BCI 403(B) RETIREMENT SAVINGS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total income from all sources (including contributions)2018-06-30$324,114
Total loss/gain on sale of assets2018-06-30$0
Total of all expenses incurred2018-06-30$230,758
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$227,879
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$205,819
Value of total assets at end of year2018-06-30$1,812,273
Value of total assets at beginning of year2018-06-30$1,718,917
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$2,879
Total interest from all sources2018-06-30$3,786
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$250,000
If this is an individual account plan, was there a blackout period2018-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-06-30$0
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Contributions received from participants2018-06-30$121,209
Participant contributions at end of year2018-06-30$48,429
Participant contributions at beginning of year2018-06-30$25,208
Participant contributions at end of year2018-06-30$0
Participant contributions at beginning of year2018-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$93,356
Value of net assets at end of year (total assets less liabilities)2018-06-30$1,812,273
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$1,718,917
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-06-30$1,687,513
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$1,534,904
Interest on participant loans2018-06-30$2,437
Interest earned on other investments2018-06-30$1,169
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-06-30$52,360
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-06-30$124,608
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-06-30$124,608
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-06-30$180
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-06-30$23,971
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-06-30$34,197
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-06-30$114,509
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30No
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Contributions received in cash from employer2018-06-30$84,610
Employer contributions (assets) at end of year2018-06-30$0
Employer contributions (assets) at beginning of year2018-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$227,879
Contract administrator fees2018-06-30$2,879
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30Yes
Opinion of an independent qualified public accountant for this plan2018-06-30Disclaimer
Accountancy firm name2018-06-30UHY LLP
Accountancy firm EIN2018-06-30200694403
2017 : BCI 403(B) RETIREMENT SAVINGS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total income from all sources (including contributions)2017-06-30$416,185
Total loss/gain on sale of assets2017-06-30$0
Total of all expenses incurred2017-06-30$345,664
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$343,516
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$197,755
Value of total assets at end of year2017-06-30$1,718,917
Value of total assets at beginning of year2017-06-30$1,648,396
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$2,148
Total interest from all sources2017-06-30$2,503
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$250,000
If this is an individual account plan, was there a blackout period2017-06-30No
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Contributions received from participants2017-06-30$117,420
Participant contributions at end of year2017-06-30$25,208
Participant contributions at beginning of year2017-06-30$53,433
Participant contributions at end of year2017-06-30$0
Participant contributions at beginning of year2017-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2017-06-30$6,824
Other income not declared elsewhere2017-06-30$46,017
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$70,521
Value of net assets at end of year (total assets less liabilities)2017-06-30$1,718,917
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$1,648,396
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Investment advisory and management fees2017-06-30$1,035
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-06-30$1,534,904
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$1,553,795
Interest on participant loans2017-06-30$1,552
Interest earned on other investments2017-06-30$1,159
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-06-30$124,608
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-06-30$41,168
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-06-30$41,168
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-06-30$-208
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-06-30$34,197
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-06-30$169,910
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30No
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$73,511
Employer contributions (assets) at end of year2017-06-30$0
Employer contributions (assets) at beginning of year2017-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$343,516
Contract administrator fees2017-06-30$1,113
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30Yes
Opinion of an independent qualified public accountant for this plan2017-06-30Disclaimer
Accountancy firm name2017-06-30SFW PARTNERS LLC
Accountancy firm EIN2017-06-30431764273
2016 : BCI 403(B) RETIREMENT SAVINGS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total income from all sources (including contributions)2016-06-30$151,271
Total loss/gain on sale of assets2016-06-30$0
Total of all expenses incurred2016-06-30$331,768
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$328,625
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$198,661
Value of total assets at end of year2016-06-30$1,648,396
Value of total assets at beginning of year2016-06-30$1,828,893
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$3,143
Total interest from all sources2016-06-30$1,440
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$250,000
If this is an individual account plan, was there a blackout period2016-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-06-30$0
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Contributions received from participants2016-06-30$129,540
Participant contributions at end of year2016-06-30$53,433
Participant contributions at beginning of year2016-06-30$60,605
Participant contributions at end of year2016-06-30$0
Participant contributions at beginning of year2016-06-30$5,613
Income. Received or receivable in cash from other sources (including rollovers)2016-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Income. Non cash contributions2016-06-30$0
Value of net income/loss2016-06-30$-180,497
Value of net assets at end of year (total assets less liabilities)2016-06-30$1,648,396
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$1,828,893
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$1,553,795
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$1,581,821
Interest on participant loans2016-06-30$2,490
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-06-30$41,168
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-06-30$177,909
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-06-30$177,909
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-06-30$-1,050
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-06-30$-48,830
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30No
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$69,121
Employer contributions (assets) at end of year2016-06-30$0
Employer contributions (assets) at beginning of year2016-06-30$2,945
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$328,625
Contract administrator fees2016-06-30$3,143
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30Yes
Opinion of an independent qualified public accountant for this plan2016-06-30Disclaimer
Accountancy firm name2016-06-30SFW PARTNERS LLC
Accountancy firm EIN2016-06-30431764273
2015 : BCI 403(B) RETIREMENT SAVINGS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total income from all sources (including contributions)2015-06-30$249,488
Total loss/gain on sale of assets2015-06-30$0
Total of all expenses incurred2015-06-30$43,067
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$40,298
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$225,831
Value of total assets at end of year2015-06-30$1,828,893
Value of total assets at beginning of year2015-06-30$1,622,472
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$2,769
Total interest from all sources2015-06-30$2,070
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$250,000
If this is an individual account plan, was there a blackout period2015-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-06-30$0
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Contributions received from participants2015-06-30$146,519
Participant contributions at end of year2015-06-30$60,605
Participant contributions at beginning of year2015-06-30$69,605
Participant contributions at end of year2015-06-30$5,613
Participant contributions at beginning of year2015-06-30$4,749
Income. Received or receivable in cash from other sources (including rollovers)2015-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Income. Non cash contributions2015-06-30$0
Value of net income/loss2015-06-30$206,421
Value of net assets at end of year (total assets less liabilities)2015-06-30$1,828,893
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$1,622,472
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-06-30$1,581,821
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$1,511,254
Interest on participant loans2015-06-30$2,841
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-06-30$177,909
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-06-30$34,093
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-06-30$34,093
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-06-30$-771
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-06-30$21,587
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30No
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$79,312
Employer contributions (assets) at end of year2015-06-30$2,945
Employer contributions (assets) at beginning of year2015-06-30$2,771
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$40,298
Contract administrator fees2015-06-30$2,769
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30Yes
Opinion of an independent qualified public accountant for this plan2015-06-30Disclaimer
Accountancy firm name2015-06-30SFW PARTNERS LLC
Accountancy firm EIN2015-06-30431764273
2014 : BCI 403(B) RETIREMENT SAVINGS PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total income from all sources (including contributions)2014-06-30$403,136
Total loss/gain on sale of assets2014-06-30$0
Total of all expenses incurred2014-06-30$352,430
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$343,187
Expenses. Certain deemed distributions of participant loans2014-06-30$6,552
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$201,662
Value of total assets at end of year2014-06-30$1,622,472
Value of total assets at beginning of year2014-06-30$1,571,766
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$2,691
Total interest from all sources2014-06-30$1,499
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$250,000
If this is an individual account plan, was there a blackout period2014-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-06-30$0
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Contributions received from participants2014-06-30$126,038
Participant contributions at end of year2014-06-30$69,605
Participant contributions at beginning of year2014-06-30$49,413
Participant contributions at end of year2014-06-30$4,749
Participant contributions at beginning of year2014-06-30$4,061
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$50,706
Value of net assets at end of year (total assets less liabilities)2014-06-30$1,622,472
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$1,571,766
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-06-30$1,511,254
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$1,139,226
Interest on participant loans2014-06-30$2,553
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-06-30$34,093
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-06-30$376,405
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-06-30$376,405
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-06-30$-1,054
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-06-30$199,975
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30No
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Contributions received in cash from employer2014-06-30$75,624
Employer contributions (assets) at end of year2014-06-30$2,771
Employer contributions (assets) at beginning of year2014-06-30$2,661
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$343,187
Contract administrator fees2014-06-30$2,691
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30Yes
Opinion of an independent qualified public accountant for this plan2014-06-30Disclaimer
Accountancy firm name2014-06-30SFW PARTNERS LLC
Accountancy firm EIN2014-06-30431764273
2013 : BCI 403(B) RETIREMENT SAVINGS PLAN 2013 401k financial data
Unrealized appreciation/depreciation of real estate assets2013-06-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2013-06-30$0
Total unrealized appreciation/depreciation of assets2013-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Expenses. Interest paid2013-06-30$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022013-06-30$0
Total income from all sources (including contributions)2013-06-30$353,617
Total loss/gain on sale of assets2013-06-30$0
Total of all expenses incurred2013-06-30$67,198
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$63,894
Expenses. Certain deemed distributions of participant loans2013-06-30$0
Value of total corrective distributions2013-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$201,711
Value of total assets at end of year2013-06-30$1,571,766
Value of total assets at beginning of year2013-06-30$1,285,347
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$3,304
Total income from rents2013-06-30$0
Total interest from all sources2013-06-30$805
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2013-06-30$0
Administrative expenses professional fees incurred2013-06-30$0
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$250,000
If this is an individual account plan, was there a blackout period2013-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-06-30$0
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Contributions received from participants2013-06-30$124,632
Participant contributions at end of year2013-06-30$49,413
Participant contributions at beginning of year2013-06-30$15,929
Participant contributions at end of year2013-06-30$4,061
Participant contributions at beginning of year2013-06-30$4,740
Income. Received or receivable in cash from other sources (including rollovers)2013-06-30$818
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-06-30$0
Administrative expenses (other) incurred2013-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Income. Non cash contributions2013-06-30$0
Value of net income/loss2013-06-30$286,419
Value of net assets at end of year (total assets less liabilities)2013-06-30$1,571,766
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$1,285,347
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Investment advisory and management fees2013-06-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-06-30$1,139,226
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-06-30$1,013,442
Interest on participant loans2013-06-30$805
Income. Interest from loans (other than to participants)2013-06-30$0
Interest earned on other investments2013-06-30$0
Income. Interest from US Government securities2013-06-30$0
Income. Interest from corporate debt instruments2013-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-06-30$376,405
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-06-30$248,285
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-06-30$248,285
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-06-30$0
Expenses. Payments to insurance carriers foe the provision of benefits2013-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-06-30$151,101
Net investment gain/loss from pooled separate accounts2013-06-30$0
Net investment gain or loss from common/collective trusts2013-06-30$0
Net gain/loss from 103.12 investment entities2013-06-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30No
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$76,261
Employer contributions (assets) at end of year2013-06-30$2,661
Employer contributions (assets) at beginning of year2013-06-30$2,951
Income. Dividends from preferred stock2013-06-30$0
Income. Dividends from common stock2013-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$63,894
Contract administrator fees2013-06-30$3,304
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30Yes
Opinion of an independent qualified public accountant for this plan2013-06-30Disclaimer
Accountancy firm name2013-06-30SFW PARTNERS LLC
Accountancy firm EIN2013-06-30431764273
2012 : BCI 403(B) RETIREMENT SAVINGS PLAN 2012 401k financial data
Unrealized appreciation/depreciation of real estate assets2012-06-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2012-06-30$0
Total unrealized appreciation/depreciation of assets2012-06-30$0
Total transfer of assets to this plan2012-06-30$0
Total transfer of assets from this plan2012-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Expenses. Interest paid2012-06-30$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022012-06-30$0
Total income from all sources (including contributions)2012-06-30$514,002
Total loss/gain on sale of assets2012-06-30$0
Total of all expenses incurred2012-06-30$435,714
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$432,243
Expenses. Certain deemed distributions of participant loans2012-06-30$0
Value of total corrective distributions2012-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$537,012
Value of total assets at end of year2012-06-30$1,285,347
Value of total assets at beginning of year2012-06-30$1,207,059
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$3,471
Total interest from all sources2012-06-30$781
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2012-06-30$0
Administrative expenses professional fees incurred2012-06-30$0
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$250,000
If this is an individual account plan, was there a blackout period2012-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-06-30$0
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Contributions received from participants2012-06-30$140,582
Participant contributions at end of year2012-06-30$15,929
Participant contributions at beginning of year2012-06-30$15,240
Participant contributions at end of year2012-06-30$4,740
Participant contributions at beginning of year2012-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2012-06-30$309,642
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-06-30$0
Other income not declared elsewhere2012-06-30$0
Administrative expenses (other) incurred2012-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Income. Non cash contributions2012-06-30$0
Value of net income/loss2012-06-30$78,288
Value of net assets at end of year (total assets less liabilities)2012-06-30$1,285,347
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$1,207,059
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Investment advisory and management fees2012-06-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-06-30$1,013,442
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-06-30$1,116,063
Interest on participant loans2012-06-30$781
Income. Interest from loans (other than to participants)2012-06-30$0
Interest earned on other investments2012-06-30$0
Income. Interest from US Government securities2012-06-30$0
Income. Interest from corporate debt instruments2012-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-06-30$248,285
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-06-30$75,756
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-06-30$75,756
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-06-30$0
Expenses. Payments to insurance carriers foe the provision of benefits2012-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-06-30$-23,791
Net investment gain/loss from pooled separate accounts2012-06-30$0
Net investment gain or loss from common/collective trusts2012-06-30$0
Net gain/loss from 103.12 investment entities2012-06-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30No
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$86,788
Employer contributions (assets) at end of year2012-06-30$2,951
Employer contributions (assets) at beginning of year2012-06-30$0
Income. Dividends from preferred stock2012-06-30$0
Income. Dividends from common stock2012-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$432,243
Contract administrator fees2012-06-30$3,471
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Aggregate proceeds on sale of assets2012-06-30$0
Aggregate carrying amount (costs) on sale of assets2012-06-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30Yes
Opinion of an independent qualified public accountant for this plan2012-06-30Disclaimer
Accountancy firm name2012-06-30SFW PARTNERS LLC
Accountancy firm EIN2012-06-30431764273
2011 : BCI 403(B) RETIREMENT SAVINGS PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total income from all sources (including contributions)2011-06-30$469,369
Total loss/gain on sale of assets2011-06-30$0
Total of all expenses incurred2011-06-30$91,603
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$79,387
Value of total corrective distributions2011-06-30$10,584
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$263,066
Value of total assets at end of year2011-06-30$1,207,059
Value of total assets at beginning of year2011-06-30$829,293
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$1,632
Total interest from all sources2011-06-30$365
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$250,000
If this is an individual account plan, was there a blackout period2011-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-06-30$0
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Contributions received from participants2011-06-30$153,295
Participant contributions at end of year2011-06-30$15,240
Participant contributions at beginning of year2011-06-30$9,639
Participant contributions at end of year2011-06-30$0
Participant contributions at beginning of year2011-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2011-06-30$24,732
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Income. Non cash contributions2011-06-30$0
Value of net income/loss2011-06-30$377,766
Value of net assets at end of year (total assets less liabilities)2011-06-30$1,207,059
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$829,293
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Investment advisory and management fees2011-06-30$576
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-06-30$1,116,063
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-06-30$764,911
Interest on participant loans2011-06-30$365
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-06-30$75,756
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-06-30$54,743
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-06-30$54,743
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-06-30$205,938
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30No
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$85,039
Employer contributions (assets) at end of year2011-06-30$0
Employer contributions (assets) at beginning of year2011-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$79,387
Contract administrator fees2011-06-30$1,056
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30Yes
Opinion of an independent qualified public accountant for this plan2011-06-30Disclaimer
Accountancy firm name2011-06-30SFW PARTNERS LLC
Accountancy firm EIN2011-06-30431764273
2010 : BCI 403(B) RETIREMENT SAVINGS PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-06-30$0

Form 5500 Responses for BCI 403(B) RETIREMENT SAVINGS PLAN

2021: BCI 403(B) RETIREMENT SAVINGS PLAN 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Plan funding arrangement – InsuranceYes
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement – InsuranceYes
2021-07-01Plan benefit arrangement - TrustYes
2020: BCI 403(B) RETIREMENT SAVINGS PLAN 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Submission has been amendedNo
2020-07-01This submission is the final filingNo
2020-07-01This return/report is a short plan year return/report (less than 12 months)No
2020-07-01Plan is a collectively bargained planNo
2020-07-01Plan funding arrangement – InsuranceYes
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement – InsuranceYes
2020-07-01Plan benefit arrangement - TrustYes
2019: BCI 403(B) RETIREMENT SAVINGS PLAN 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Submission has been amendedNo
2019-07-01This submission is the final filingNo
2019-07-01This return/report is a short plan year return/report (less than 12 months)No
2019-07-01Plan is a collectively bargained planNo
2019-07-01Plan funding arrangement – InsuranceYes
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement – InsuranceYes
2019-07-01Plan benefit arrangement - TrustYes
2018: BCI 403(B) RETIREMENT SAVINGS PLAN 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Submission has been amendedNo
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planNo
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement – InsuranceYes
2018-07-01Plan benefit arrangement - TrustYes
2017: BCI 403(B) RETIREMENT SAVINGS PLAN 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Submission has been amendedNo
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planNo
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement – InsuranceYes
2017-07-01Plan benefit arrangement - TrustYes
2016: BCI 403(B) RETIREMENT SAVINGS PLAN 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement – InsuranceYes
2016-07-01Plan benefit arrangement - TrustYes
2015: BCI 403(B) RETIREMENT SAVINGS PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement - TrustYes
2014: BCI 403(B) RETIREMENT SAVINGS PLAN 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement - TrustYes
2013: BCI 403(B) RETIREMENT SAVINGS PLAN 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement - TrustYes
2012: BCI 403(B) RETIREMENT SAVINGS PLAN 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement - TrustYes
2011: BCI 403(B) RETIREMENT SAVINGS PLAN 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement - TrustYes
2010: BCI 403(B) RETIREMENT SAVINGS PLAN 2010 form 5500 responses
2010-07-01Type of plan entitySingle employer plan
2010-07-01Submission has been amendedNo
2010-07-01This submission is the final filingNo
2010-07-01This return/report is a short plan year return/report (less than 12 months)No
2010-07-01Plan is a collectively bargained planNo
2010-07-01Plan funding arrangement – TrustYes
2010-07-01Plan benefit arrangement - TrustYes
2009: BCI 403(B) RETIREMENT SAVINGS PLAN 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedNo
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR21537
Policy instance 1
Insurance contract or identification numberCR21537
Number of Individuals Covered7
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Total amount of commissions paid to insurance brokerUSD $141
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $141
Insurance broker organization code?4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR21537
Policy instance 1
Insurance contract or identification numberCR21537
Number of Individuals Covered7
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Total amount of commissions paid to insurance brokerUSD $177
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
Commission paid to Insurance BrokerUSD $177
Insurance broker organization code?4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR21537
Policy instance 1
Insurance contract or identification numberCR21537
Number of Individuals Covered7
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Total amount of commissions paid to insurance brokerUSD $164
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
Commission paid to Insurance BrokerUSD $164
Insurance broker organization code?4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR21537
Policy instance 1
Insurance contract or identification numberCR21537
Number of Individuals Covered7
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Total amount of commissions paid to insurance brokerUSD $159
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
Commission paid to Insurance BrokerUSD $159
Insurance broker organization code?4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR21537
Policy instance 1
Insurance contract or identification numberCR21537
Number of Individuals Covered7
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $194
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
Commission paid to Insurance BrokerUSD $194
Insurance broker organization code?4
Insurance broker nameLINCOLN FINANCIAL ADVISORS

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