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CENTRAL NEBRASKA COMMUNITY SERVICES INC. TAX SHELTERED ANNUITY PLAN 401k Plan overview

Plan NameCENTRAL NEBRASKA COMMUNITY SERVICES INC. TAX SHELTERED ANNUITY PLAN
Plan identification number 001

CENTRAL NEBRASKA COMMUNITY SERVICES INC. TAX SHELTERED ANNUITY PLAN Benefits

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

CENTRAL NEBRASKA COMMUNITY ACTION PARTNERSHIP, INC has sponsored the creation of one or more 401k plans.

Company Name:CENTRAL NEBRASKA COMMUNITY ACTION PARTNERSHIP, INC
Employer identification number (EIN):470495122
NAIC Classification:624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CENTRAL NEBRASKA COMMUNITY SERVICES INC. TAX SHELTERED ANNUITY PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01DONNA OBERMILLER2023-10-09 DONNA OBERMILLER2023-10-09
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01DONNA OBERMILLER
0012011-01-01DONNA OBERMILLER
0012010-01-01DONNA OBERMILLER
0012009-01-01DONNA OBERMILLER

Plan Statistics for CENTRAL NEBRASKA COMMUNITY SERVICES INC. TAX SHELTERED ANNUITY PLAN

401k plan membership statisitcs for CENTRAL NEBRASKA COMMUNITY SERVICES INC. TAX SHELTERED ANNUITY PLAN

Measure Date Value
2022: CENTRAL NEBRASKA COMMUNITY SERVICES INC. TAX SHELTERED ANNUITY PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01434
Total number of active participants reported on line 7a of the Form 55002022-01-01145
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01364
Total of all active and inactive participants2022-01-01509
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01509
Number of participants with account balances2022-01-01509
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: CENTRAL NEBRASKA COMMUNITY SERVICES INC. TAX SHELTERED ANNUITY PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01491
Total number of active participants reported on line 7a of the Form 55002021-01-01201
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01295
Total of all active and inactive participants2021-01-01496
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01496
Number of participants with account balances2021-01-01434
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: CENTRAL NEBRASKA COMMUNITY SERVICES INC. TAX SHELTERED ANNUITY PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01472
Total number of active participants reported on line 7a of the Form 55002020-01-01196
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01295
Total of all active and inactive participants2020-01-01491
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01491
Number of participants with account balances2020-01-01434
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: CENTRAL NEBRASKA COMMUNITY SERVICES INC. TAX SHELTERED ANNUITY PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01456
Total number of active participants reported on line 7a of the Form 55002019-01-01195
Number of retired or separated participants receiving benefits2019-01-01277
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-01472
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01472
Number of participants with account balances2019-01-01402
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: CENTRAL NEBRASKA COMMUNITY SERVICES INC. TAX SHELTERED ANNUITY PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01421
Total number of active participants reported on line 7a of the Form 55002018-01-01200
Number of retired or separated participants receiving benefits2018-01-01256
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-01456
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01456
Number of participants with account balances2018-01-01384
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: CENTRAL NEBRASKA COMMUNITY SERVICES INC. TAX SHELTERED ANNUITY PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01437
Total number of active participants reported on line 7a of the Form 55002017-01-01196
Number of retired or separated participants receiving benefits2017-01-01225
Total of all active and inactive participants2017-01-01421
Total participants2017-01-01421
Number of participants with account balances2017-01-01345
2016: CENTRAL NEBRASKA COMMUNITY SERVICES INC. TAX SHELTERED ANNUITY PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01371
Total number of active participants reported on line 7a of the Form 55002016-01-01377
Total of all active and inactive participants2016-01-01377
Total participants2016-01-01377
Number of participants with account balances2016-01-01377
2015: CENTRAL NEBRASKA COMMUNITY SERVICES INC. TAX SHELTERED ANNUITY PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01326
Total number of active participants reported on line 7a of the Form 55002015-01-01371
Total of all active and inactive participants2015-01-01371
Total participants2015-01-01371
Number of participants with account balances2015-01-01371
2014: CENTRAL NEBRASKA COMMUNITY SERVICES INC. TAX SHELTERED ANNUITY PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01328
Total number of active participants reported on line 7a of the Form 55002014-01-01326
Total of all active and inactive participants2014-01-01326
Total participants2014-01-01326
Number of participants with account balances2014-01-01326
2013: CENTRAL NEBRASKA COMMUNITY SERVICES INC. TAX SHELTERED ANNUITY PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01323
Total number of active participants reported on line 7a of the Form 55002013-01-01328
Total of all active and inactive participants2013-01-01328
Total participants2013-01-01328
Number of participants with account balances2013-01-01328
2012: CENTRAL NEBRASKA COMMUNITY SERVICES INC. TAX SHELTERED ANNUITY PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01306
Total number of active participants reported on line 7a of the Form 55002012-01-01315
Number of retired or separated participants receiving benefits2012-01-018
Total of all active and inactive participants2012-01-01323
Total participants2012-01-01323
Number of participants with account balances2012-01-01323
2011: CENTRAL NEBRASKA COMMUNITY SERVICES INC. TAX SHELTERED ANNUITY PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01321
Total number of active participants reported on line 7a of the Form 55002011-01-01291
Number of retired or separated participants receiving benefits2011-01-0115
Total of all active and inactive participants2011-01-01306
Total participants2011-01-01306
Number of participants with account balances2011-01-01306
2010: CENTRAL NEBRASKA COMMUNITY SERVICES INC. TAX SHELTERED ANNUITY PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01310
Total number of active participants reported on line 7a of the Form 55002010-01-01288
Number of retired or separated participants receiving benefits2010-01-0114
Total of all active and inactive participants2010-01-01302
Total participants2010-01-01302
Number of participants with account balances2010-01-01302
2009: CENTRAL NEBRASKA COMMUNITY SERVICES INC. TAX SHELTERED ANNUITY PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01279
Total number of active participants reported on line 7a of the Form 55002009-01-01284
Number of retired or separated participants receiving benefits2009-01-0114
Total of all active and inactive participants2009-01-01298
Total participants2009-01-01298
Number of participants with account balances2009-01-01284

Financial Data on CENTRAL NEBRASKA COMMUNITY SERVICES INC. TAX SHELTERED ANNUITY PLAN

Measure Date Value
2022 : CENTRAL NEBRASKA COMMUNITY SERVICES INC. TAX SHELTERED ANNUITY PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-154,393
Total of all expenses incurred2022-12-31$797,495
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$743,624
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$394,972
Value of total assets at end of year2022-12-31$4,966,703
Value of total assets at beginning of year2022-12-31$5,918,591
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$53,871
Total interest from all sources2022-12-31$10,065
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$935
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$935
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$273,298
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$481
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$2,798
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-951,888
Value of net assets at end of year (total assets less liabilities)2022-12-31$4,966,703
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$5,918,591
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$53,871
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$3,415,299
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$4,021,983
Interest earned on other investments2022-12-31$10,065
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$1,551,404
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$1,896,127
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-560,365
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$118,876
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$743,624
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31CORE CPAS PC
Accountancy firm EIN2022-12-31921841583
2021 : CENTRAL NEBRASKA COMMUNITY SERVICES INC. TAX SHELTERED ANNUITY 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$1,031,300
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$749,281
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$697,106
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$413,913
Value of total assets at end of year2021-12-31$5,918,591
Value of total assets at beginning of year2021-12-31$5,636,572
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$52,175
Total interest from all sources2021-12-31$16,782
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$3,417
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$3,417
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$261,282
Participant contributions at end of year2021-12-31$481
Participant contributions at beginning of year2021-12-31$481
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$30,688
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$0
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$282,019
Value of net assets at end of year (total assets less liabilities)2021-12-31$5,918,591
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$5,636,572
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$52,175
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$4,021,983
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$3,554,782
Interest earned on other investments2021-12-31$16,782
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$1,896,127
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$2,081,309
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$597,188
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$121,943
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$697,106
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31LUTZ & COMPANY, P.C.
Accountancy firm EIN2021-12-31470625816
2020 : CENTRAL NEBRASKA COMMUNITY SERVICES INC. TAX SHELTERED ANNUITY 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$792,614
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$431,875
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$424,300
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$330,653
Value of total assets at end of year2020-12-31$5,636,572
Value of total assets at beginning of year2020-12-31$5,275,833
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$7,575
Total interest from all sources2020-12-31$93,203
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$5,728
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$5,728
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$217,268
Participant contributions at end of year2020-12-31$481
Participant contributions at beginning of year2020-12-31$481
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$11,365
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$0
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$360,739
Value of net assets at end of year (total assets less liabilities)2020-12-31$5,636,572
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$5,275,833
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$7,575
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$3,554,782
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$1,298,420
Interest earned on other investments2020-12-31$93,203
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$2,081,309
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$3,961,236
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$363,030
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$113,385
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$4,331
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$424,300
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 name2020-12-31LUTZ & COMPANY, P.C.
Accountancy firm EIN2020-12-31470625816
2019 : CENTRAL NEBRASKA COMMUNITY SERVICES INC. TAX SHELTERED ANNUITY PLAN 2019 401k financial data
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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$688,148
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$558,704
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$552,951
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$297,326
Value of total assets at end of year2019-12-31$5,275,833
Value of total assets at beginning of year2019-12-31$5,146,389
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$5,753
Total interest from all sources2019-12-31$114,042
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$9,870
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$9,870
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
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
Contributions received from participants2019-12-31$190,688
Participant contributions at end of year2019-12-31$481
Participant contributions at beginning of year2019-12-31$3,248
Participant contributions at end of year2019-12-31$11,365
Participant contributions at beginning of year2019-12-31$8,127
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$0
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$129,444
Value of net assets at end of year (total assets less liabilities)2019-12-31$5,275,833
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$5,146,389
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 leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$5,753
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$1,298,420
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$1,008,528
Interest on participant loans2019-12-31$588
Interest earned on other investments2019-12-31$113,454
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$3,961,236
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$4,122,587
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$266,910
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$106,638
Employer contributions (assets) at end of year2019-12-31$4,331
Employer contributions (assets) at beginning of year2019-12-31$3,899
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$552,951
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
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
Accountancy firm name2019-12-31LUTZ & COMPANY, P.C.
Accountancy firm EIN2019-12-31470625816
2018 : CENTRAL NEBRASKA COMMUNITY SERVICES INC. TAX SHELTERED ANNUITY 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$333,582
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$543,686
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$537,539
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$305,784
Value of total assets at end of year2018-12-31$5,146,389
Value of total assets at beginning of year2018-12-31$5,356,493
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$6,147
Total interest from all sources2018-12-31$114,275
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$5,509
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$5,509
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$206,098
Participant contributions at end of year2018-12-31$3,248
Participant contributions at beginning of year2018-12-31$6,833
Participant contributions at end of year2018-12-31$8,127
Participant contributions at beginning of year2018-12-31$10,078
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-210,104
Value of net assets at end of year (total assets less liabilities)2018-12-31$5,146,389
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$5,356,493
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$6,147
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$1,008,528
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$1,245,965
Interest on participant loans2018-12-31$680
Interest earned on other investments2018-12-31$113,595
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$4,122,587
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$4,089,691
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-91,986
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$99,686
Employer contributions (assets) at end of year2018-12-31$3,899
Employer contributions (assets) at beginning of year2018-12-31$3,926
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$537,539
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 name2018-12-31LUTZ & COMPANY, P.C.
Accountancy firm EIN2018-12-31470625816
2017 : CENTRAL NEBRASKA COMMUNITY SERVICES INC. TAX SHELTERED ANNUITY PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$622,933
Total of all expenses incurred2017-12-31$383,862
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$378,336
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$275,563
Value of total assets at end of year2017-12-31$5,356,493
Value of total assets at beginning of year2017-12-31$5,117,422
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$5,526
Total interest from all sources2017-12-31$115,921
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$6,432
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$6,432
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$175,447
Participant contributions at end of year2017-12-31$6,833
Participant contributions at beginning of year2017-12-31$40,153
Participant contributions at end of year2017-12-31$10,078
Participant contributions at beginning of year2017-12-31$10,760
Administrative expenses (other) incurred2017-12-31$1,635
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$239,071
Value of net assets at end of year (total assets less liabilities)2017-12-31$5,356,493
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$5,117,422
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$3,891
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$1,245,965
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$1,040,644
Interest on participant loans2017-12-31$2,954
Interest earned on other investments2017-12-31$112,967
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$4,089,691
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$4,021,826
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$225,017
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$100,116
Employer contributions (assets) at end of year2017-12-31$3,926
Employer contributions (assets) at beginning of year2017-12-31$4,039
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$378,336
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31LUTZ & COMPANY,P.C.
Accountancy firm EIN2017-12-31470625816
2016 : CENTRAL NEBRASKA COMMUNITY SERVICES INC. TAX SHELTERED ANNUITY PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$331,627
Total of all expenses incurred2016-12-31$158,134
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$150,924
Expenses. Certain deemed distributions of participant loans2016-12-31$3,931
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$215,781
Value of total assets at end of year2016-12-31$4,070,473
Value of total assets at beginning of year2016-12-31$3,896,980
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$3,279
Total interest from all sources2016-12-31$115,846
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Funding deficiency by the employer to the plan for this plan year2016-12-31$0
Minimum employer required contribution for this plan year2016-12-31$104,207
Amount contributed by the employer to the plan for this plan year2016-12-31$104,207
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$111,574
Participant contributions at end of year2016-12-31$40,153
Participant contributions at beginning of year2016-12-31$65,881
Administrative expenses (other) incurred2016-12-31$2,041
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$173,493
Value of net assets at end of year (total assets less liabilities)2016-12-31$4,070,473
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$3,896,980
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$1,238
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$4,030,320
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$3,831,099
Interest on participant loans2016-12-31$2,716
Interest earned on other investments2016-12-31$113,130
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$104,207
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$150,924
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31LUTZ AND COMPANY,P.C.
Accountancy firm EIN2016-12-31470625816
2015 : CENTRAL NEBRASKA COMMUNITY SERVICES INC. TAX SHELTERED ANNUITY PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$334,163
Total of all expenses incurred2015-12-31$162,445
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$153,848
Expenses. Certain deemed distributions of participant loans2015-12-31$3,393
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$222,149
Value of total assets at end of year2015-12-31$3,896,980
Value of total assets at beginning of year2015-12-31$3,725,262
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$5,204
Total interest from all sources2015-12-31$112,014
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$118,714
Participant contributions at end of year2015-12-31$65,881
Participant contributions at beginning of year2015-12-31$60,518
Administrative expenses (other) incurred2015-12-31$2,268
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$171,718
Value of net assets at end of year (total assets less liabilities)2015-12-31$3,896,980
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$3,725,262
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$2,936
Interest on participant loans2015-12-31$3,762
Interest earned on other investments2015-12-31$108,252
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$3,831,099
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$3,664,744
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$103,435
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$153,848
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31MCDERMOTT & MILLER PC
Accountancy firm EIN2015-12-31470608676
2014 : CENTRAL NEBRASKA COMMUNITY SERVICES INC. TAX SHELTERED ANNUITY PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$321,009
Total of all expenses incurred2014-12-31$69,851
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$61,914
Expenses. Certain deemed distributions of participant loans2014-12-31$5,604
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$216,602
Value of total assets at end of year2014-12-31$3,725,262
Value of total assets at beginning of year2014-12-31$3,474,104
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$2,333
Total interest from all sources2014-12-31$104,407
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$50,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$117,725
Participant contributions at end of year2014-12-31$60,518
Participant contributions at beginning of year2014-12-31$85,128
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$1,511
Administrative expenses (other) incurred2014-12-31$2,333
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$251,158
Value of net assets at end of year (total assets less liabilities)2014-12-31$3,725,262
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$3,474,104
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
Interest on participant loans2014-12-31$3,218
Interest earned on other investments2014-12-31$101,189
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$3,664,744
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$3,388,976
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$97,366
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$61,914
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31MCDERMOTT & MILLER PC
Accountancy firm EIN2014-12-31470608676
2013 : CENTRAL NEBRASKA COMMUNITY SERVICES INC. TAX SHELTERED ANNUITY PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$317,763
Total of all expenses incurred2013-12-31$38,134
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$36,227
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$218,648
Value of total assets at end of year2013-12-31$3,474,104
Value of total assets at beginning of year2013-12-31$3,194,475
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$1,907
Total interest from all sources2013-12-31$99,115
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$50,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$118,980
Participant contributions at end of year2013-12-31$85,128
Participant contributions at beginning of year2013-12-31$35,411
Administrative expenses (other) incurred2013-12-31$1,907
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$279,629
Value of net assets at end of year (total assets less liabilities)2013-12-31$3,474,104
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$3,194,475
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
Interest on participant loans2013-12-31$4,112
Interest earned on other investments2013-12-31$95,003
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$3,388,976
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$3,159,064
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$99,668
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$36,227
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31MCDERMOTT & MILLER PC
Accountancy firm EIN2013-12-31470608676
2012 : CENTRAL NEBRASKA COMMUNITY SERVICES INC. TAX SHELTERED ANNUITY PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$333,145
Total of all expenses incurred2012-12-31$119,868
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$118,213
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$227,323
Value of total assets at end of year2012-12-31$3,194,475
Value of total assets at beginning of year2012-12-31$2,981,198
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$1,655
Total interest from all sources2012-12-31$105,822
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$50,000
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$132,049
Participant contributions at end of year2012-12-31$35,411
Participant contributions at beginning of year2012-12-31$48,883
Administrative expenses (other) incurred2012-12-31$1,655
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$213,277
Value of net assets at end of year (total assets less liabilities)2012-12-31$3,194,475
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$2,981,198
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
Interest on participant loans2012-12-31$3,839
Interest earned on other investments2012-12-31$101,983
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$3,159,064
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$2,932,315
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$95,274
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$118,213
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31MCDERMOTT & MILLER PC
Accountancy firm EIN2012-12-31470608676
2011 : CENTRAL NEBRASKA COMMUNITY SERVICES INC. TAX SHELTERED ANNUITY PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$349,652
Total of all expenses incurred2011-12-31$137,840
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$135,677
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$249,710
Value of total assets at end of year2011-12-31$2,981,198
Value of total assets at beginning of year2011-12-31$2,769,386
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$2,163
Total interest from all sources2011-12-31$90,298
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$50,000
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$152,131
Participant contributions at end of year2011-12-31$48,883
Participant contributions at beginning of year2011-12-31$72,955
Other income not declared elsewhere2011-12-31$9,644
Administrative expenses (other) incurred2011-12-31$2,163
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$211,812
Value of net assets at end of year (total assets less liabilities)2011-12-31$2,981,198
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$2,769,386
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
Interest on participant loans2011-12-31$4,814
Interest earned on other investments2011-12-31$85,484
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$2,932,315
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$2,696,431
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$97,579
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$135,677
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31MCDERMOTT & MILLER PC
Accountancy firm EIN2011-12-31470608676
2010 : CENTRAL NEBRASKA COMMUNITY SERVICES INC. TAX SHELTERED ANNUITY PLAN 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$349,400
Total of all expenses incurred2010-12-31$158,942
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$156,473
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$260,921
Value of total assets at end of year2010-12-31$2,769,386
Value of total assets at beginning of year2010-12-31$2,578,928
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$2,469
Total interest from all sources2010-12-31$88,479
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$50,000
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$156,341
Participant contributions at end of year2010-12-31$72,955
Participant contributions at beginning of year2010-12-31$106,219
Administrative expenses (other) incurred2010-12-31$2,469
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$190,458
Value of net assets at end of year (total assets less liabilities)2010-12-31$2,769,386
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$2,578,928
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
Interest on participant loans2010-12-31$5,759
Interest earned on other investments2010-12-31$82,720
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$2,696,431
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$2,472,709
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$104,580
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$156,473
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31MCDERMOTT & MILLER PC
Accountancy firm EIN2010-12-31470608676

Form 5500 Responses for CENTRAL NEBRASKA COMMUNITY SERVICES INC. TAX SHELTERED ANNUITY PLAN

2022: CENTRAL NEBRASKA COMMUNITY SERVICES INC. TAX SHELTERED ANNUITY PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: CENTRAL NEBRASKA COMMUNITY SERVICES INC. TAX SHELTERED ANNUITY 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: CENTRAL NEBRASKA COMMUNITY SERVICES INC. TAX SHELTERED ANNUITY 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: CENTRAL NEBRASKA COMMUNITY SERVICES INC. TAX SHELTERED ANNUITY 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: CENTRAL NEBRASKA COMMUNITY SERVICES INC. TAX SHELTERED ANNUITY 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: CENTRAL NEBRASKA COMMUNITY SERVICES INC. TAX SHELTERED ANNUITY PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan funding arrangement – General assets of the sponsorYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2017-01-01Plan benefit arrangement – General assets of the sponsorYes
2016: CENTRAL NEBRASKA COMMUNITY SERVICES INC. TAX SHELTERED ANNUITY PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – Section 412(e)(3) insurance ContractsYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan funding arrangement – General assets of the sponsorYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement – Section 412(e)(3) insurance ContractsYes
2016-01-01Plan benefit arrangement - TrustYes
2016-01-01Plan benefit arrangement – General assets of the sponsorYes
2015: CENTRAL NEBRASKA COMMUNITY SERVICES INC. TAX SHELTERED ANNUITY PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – Section 412(e)(3) insurance ContractsYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan funding arrangement – General assets of the sponsorYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement – Section 412(e)(3) insurance ContractsYes
2015-01-01Plan benefit arrangement - TrustYes
2015-01-01Plan benefit arrangement – General assets of the sponsorYes
2014: CENTRAL NEBRASKA COMMUNITY SERVICES INC. TAX SHELTERED ANNUITY PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – Section 412(e)(3) insurance ContractsYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan funding arrangement – General assets of the sponsorYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement – Section 412(e)(3) insurance ContractsYes
2014-01-01Plan benefit arrangement - TrustYes
2014-01-01Plan benefit arrangement – General assets of the sponsorYes
2013: CENTRAL NEBRASKA COMMUNITY SERVICES INC. TAX SHELTERED ANNUITY PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – Section 412(e)(3) insurance ContractsYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan funding arrangement – General assets of the sponsorYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement – Section 412(e)(3) insurance ContractsYes
2013-01-01Plan benefit arrangement - TrustYes
2013-01-01Plan benefit arrangement – General assets of the sponsorYes
2012: CENTRAL NEBRASKA COMMUNITY SERVICES INC. TAX SHELTERED ANNUITY PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – Section 412(e)(3) insurance ContractsYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan funding arrangement – General assets of the sponsorYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement – Section 412(e)(3) insurance ContractsYes
2012-01-01Plan benefit arrangement - TrustYes
2012-01-01Plan benefit arrangement – General assets of the sponsorYes
2011: CENTRAL NEBRASKA COMMUNITY SERVICES INC. TAX SHELTERED ANNUITY PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – Section 412(e)(3) insurance ContractsYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan funding arrangement – General assets of the sponsorYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement – Section 412(e)(3) insurance ContractsYes
2011-01-01Plan benefit arrangement - TrustYes
2011-01-01Plan benefit arrangement – General assets of the sponsorYes
2010: CENTRAL NEBRASKA COMMUNITY SERVICES INC. TAX SHELTERED ANNUITY PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – Section 412(e)(3) insurance ContractsYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan funding arrangement – General assets of the sponsorYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement – Section 412(e)(3) insurance ContractsYes
2010-01-01Plan benefit arrangement - TrustYes
2010-01-01Plan benefit arrangement – General assets of the sponsorYes
2009: CENTRAL NEBRASKA COMMUNITY SERVICES INC. TAX SHELTERED ANNUITY PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – Section 412(e)(3) insurance ContractsYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan funding arrangement – General assets of the sponsorYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement – Section 412(e)(3) insurance ContractsYes
2009-01-01Plan benefit arrangement - TrustYes
2009-01-01Plan benefit arrangement – General assets of the sponsorYes

Insurance Providers Used on plan

LINCOLN FINANCIAL GROUP (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number89654400007
Policy instance 2
Insurance contract or identification number89654400007
Number of Individuals Covered145
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 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
RELIASTAR LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67105 )
Policy contract numberCV98
Policy instance 1
Insurance contract or identification numberCV98
Number of Individuals Covered238
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $83
Total amount of fees paid to insurance companyUSD $0
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 $83
Insurance broker organization code?3
RELIASTAR LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67105 )
Policy contract numberCV98
Policy instance 1
Insurance contract or identification numberCV98
Number of Individuals Covered434
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $75
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 $75
Insurance broker organization code?3
RELIASTAR LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67105 )
Policy contract numberCV98
Policy instance 1
Insurance contract or identification numberCV98
Number of Individuals Covered434
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $5,131
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 $3,918
Insurance broker organization code?3
RELIASTAR LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67105 )
Policy contract numberCV98
Policy instance 1
Insurance contract or identification numberCV98
Number of Individuals Covered402
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $8,711
Total amount of fees paid to insurance companyUSD $50,663
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 $6,670
Insurance broker organization code?3
Amount paid for insurance broker fees50486
Additional information about fees paid to insurance brokerALLOCATED NON-CASH COMPENSATION
RELIASTAR LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67105 )
Policy contract numberCV98
Policy instance 1
Insurance contract or identification numberCV98
Number of Individuals Covered441
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $9,944
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 $7,583
Insurance broker organization code?3
RELIASTAR LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67105 )
Policy contract numberCV98
Policy instance 1
Insurance contract or identification numberCV98
Number of Individuals Covered421
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $8,937
Total amount of fees paid to insurance companyUSD $0
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 $6,846
Insurance broker organization code?3
Insurance broker nameGLP & ASSOCIATES
RELIASTAR LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67105 )
Policy contract numberCV98
Policy instance 1
Insurance contract or identification numberCV98
Number of Individuals Covered371
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $11,028
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $8,449
Insurance broker organization code?3
Insurance broker nameJERRY ALFORD
RELIASTAR LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67105 )
Policy contract numberCV98
Policy instance 1
Insurance contract or identification numberCV98
Number of Individuals Covered326
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $13,370
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $10,267
Insurance broker organization code?3
Insurance broker nameGARY K GRANSTAFF
RELIASTAR LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67105 )
Policy contract numberCV98
Policy instance 1
Insurance contract or identification numberCV98
Number of Individuals Covered328
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $13,615
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $10,464
Insurance broker organization code?3
Insurance broker nameGARY K GRANSTAFF
RELIASTAR LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67105 )
Policy contract numberCV98
Policy instance 1
Insurance contract or identification numberCV98
Number of Individuals Covered323
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $16,433
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for group deferred annuity?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $12,585
Insurance broker organization code?3
Insurance broker nameGARY K GRANSTAFF
RELIASTAR LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67105 )
Policy contract numberCV98
Policy instance 1
Insurance contract or identification numberCV98
Number of Individuals Covered306
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $15,447
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for group deferred annuity?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
RELIASTAR LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67105 )
Policy contract numberCV98
Policy instance 1
Insurance contract or identification numberCV98
Number of Individuals Covered302
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $16,454
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for group deferred annuity?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $12,678
Insurance broker organization code?3
Insurance broker nameTHOMAS PUGMIRE INS AGENCY INC

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