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UNIFIED COMMUNITY CONNECTIONS, INC 403(B) TDA PLAN 401k Plan overview

Plan NameUNIFIED COMMUNITY CONNECTIONS, INC 403(B) TDA PLAN
Plan identification number 003

UNIFIED COMMUNITY CONNECTIONS, INC 403(B) TDA 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.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • 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

UNIFIED COMMUNITY CONNECTIONS, INC. has sponsored the creation of one or more 401k plans.

Company Name:UNIFIED COMMUNITY CONNECTIONS, INC.
Employer identification number (EIN):520696384
NAIC Classification:624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UNIFIED COMMUNITY CONNECTIONS, INC 403(B) TDA PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032021-07-01
0032020-07-01
0032019-07-01
0032018-07-01
0032017-07-01
0032016-07-01DIANE COUGHLIN
0032015-07-01DIANE COUGHLIN
0032014-07-01DIANE COUGHLIN
0032013-07-01DIANE COUGHLIN
0032012-07-01DIANE COUGHLIN
0032011-07-01DIANE K COUGHLIN DIANE K COUGHLIN2013-04-15
0032009-07-01GARY V LANE
0032009-07-01 GARY V LANE2011-04-14

Plan Statistics for UNIFIED COMMUNITY CONNECTIONS, INC 403(B) TDA PLAN

401k plan membership statisitcs for UNIFIED COMMUNITY CONNECTIONS, INC 403(B) TDA PLAN

Measure Date Value
2021: UNIFIED COMMUNITY CONNECTIONS, INC 403(B) TDA PLAN 2021 401k membership
Total participants, beginning-of-year2021-07-01561
Total number of active participants reported on line 7a of the Form 55002021-07-01382
Number of retired or separated participants receiving benefits2021-07-016
Number of other retired or separated participants entitled to future benefits2021-07-01142
Total of all active and inactive participants2021-07-01530
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-010
Total participants2021-07-01530
Number of participants with account balances2021-07-01221
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-011
2020: UNIFIED COMMUNITY CONNECTIONS, INC 403(B) TDA PLAN 2020 401k membership
Total participants, beginning-of-year2020-07-01606
Total number of active participants reported on line 7a of the Form 55002020-07-01408
Number of retired or separated participants receiving benefits2020-07-017
Number of other retired or separated participants entitled to future benefits2020-07-01138
Total of all active and inactive participants2020-07-01553
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-010
Total participants2020-07-01553
Number of participants with account balances2020-07-01215
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-012
2019: UNIFIED COMMUNITY CONNECTIONS, INC 403(B) TDA PLAN 2019 401k membership
Total participants, beginning-of-year2019-07-01647
Total number of active participants reported on line 7a of the Form 55002019-07-01465
Number of retired or separated participants receiving benefits2019-07-017
Number of other retired or separated participants entitled to future benefits2019-07-01134
Total of all active and inactive participants2019-07-01606
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-010
Total participants2019-07-01606
Number of participants with account balances2019-07-01225
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-012
2018: UNIFIED COMMUNITY CONNECTIONS, INC 403(B) TDA PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-01674
Total number of active participants reported on line 7a of the Form 55002018-07-01504
Number of retired or separated participants receiving benefits2018-07-018
Number of other retired or separated participants entitled to future benefits2018-07-01130
Total of all active and inactive participants2018-07-01642
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-010
Total participants2018-07-01642
Number of participants with account balances2018-07-01233
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-013
2017: UNIFIED COMMUNITY CONNECTIONS, INC 403(B) TDA PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-01579
Total number of active participants reported on line 7a of the Form 55002017-07-01430
Number of retired or separated participants receiving benefits2017-07-010
Number of other retired or separated participants entitled to future benefits2017-07-01135
Total of all active and inactive participants2017-07-01565
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-010
Total participants2017-07-01565
Number of participants with account balances2017-07-01235
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-010
2016: UNIFIED COMMUNITY CONNECTIONS, INC 403(B) TDA PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-01563
Total number of active participants reported on line 7a of the Form 55002016-07-01445
Number of retired or separated participants receiving benefits2016-07-010
Number of other retired or separated participants entitled to future benefits2016-07-01133
Total of all active and inactive participants2016-07-01578
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-010
Total participants2016-07-01578
Number of participants with account balances2016-07-01228
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-010
2015: UNIFIED COMMUNITY CONNECTIONS, INC 403(B) TDA PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-01546
Total number of active participants reported on line 7a of the Form 55002015-07-01429
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-01128
Total of all active and inactive participants2015-07-01557
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-010
Total participants2015-07-01557
Number of participants with account balances2015-07-01227
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-010
2014: UNIFIED COMMUNITY CONNECTIONS, INC 403(B) TDA PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-01735
Total number of active participants reported on line 7a of the Form 55002014-07-01412
Number of retired or separated participants receiving benefits2014-07-010
Number of other retired or separated participants entitled to future benefits2014-07-01134
Total of all active and inactive participants2014-07-01546
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-010
Total participants2014-07-01546
Number of participants with account balances2014-07-01236
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-010
2013: UNIFIED COMMUNITY CONNECTIONS, INC 403(B) TDA PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-01755
Total number of active participants reported on line 7a of the Form 55002013-07-01589
Number of retired or separated participants receiving benefits2013-07-010
Number of other retired or separated participants entitled to future benefits2013-07-01143
Total of all active and inactive participants2013-07-01732
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-010
Total participants2013-07-01732
Number of participants with account balances2013-07-01257
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-010
2012: UNIFIED COMMUNITY CONNECTIONS, INC 403(B) TDA PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-01735
Total number of active participants reported on line 7a of the Form 55002012-07-01616
Number of retired or separated participants receiving benefits2012-07-010
Number of other retired or separated participants entitled to future benefits2012-07-01137
Total of all active and inactive participants2012-07-01753
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-010
Total participants2012-07-01753
Number of participants with account balances2012-07-01266
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-010
2011: UNIFIED COMMUNITY CONNECTIONS, INC 403(B) TDA PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-01733
Total number of active participants reported on line 7a of the Form 55002011-07-01570
Number of retired or separated participants receiving benefits2011-07-010
Number of other retired or separated participants entitled to future benefits2011-07-01165
Total of all active and inactive participants2011-07-01735
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-010
Total participants2011-07-01735
Number of participants with account balances2011-07-01306
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-010
2009: UNIFIED COMMUNITY CONNECTIONS, INC 403(B) TDA PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-01403
Total number of active participants reported on line 7a of the Form 55002009-07-01272
Number of retired or separated participants receiving benefits2009-07-01175
Number of other retired or separated participants entitled to future benefits2009-07-010
Total of all active and inactive participants2009-07-01447
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-010
Total participants2009-07-01447
Number of participants with account balances2009-07-01352
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-018

Financial Data on UNIFIED COMMUNITY CONNECTIONS, INC 403(B) TDA PLAN

Measure Date Value
2022 : UNIFIED COMMUNITY CONNECTIONS, INC 403(B) TDA PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total income from all sources (including contributions)2022-06-30$-234,897
Total loss/gain on sale of assets2022-06-30$0
Total of all expenses incurred2022-06-30$463,995
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$462,870
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$267,984
Value of total assets at end of year2022-06-30$5,110,336
Value of total assets at beginning of year2022-06-30$5,809,228
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$1,125
Total interest from all sources2022-06-30$51,739
Total dividends received (eg from common stock, registered investment company shares)2022-06-30$0
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$194,496
Participant contributions at end of year2022-06-30$33,071
Participant contributions at beginning of year2022-06-30$40,034
Income. Received or receivable in cash from other sources (including rollovers)2022-06-30$33,942
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$-698,892
Value of net assets at end of year (total assets less liabilities)2022-06-30$5,110,336
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$5,809,228
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$3,453,309
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-06-30$4,184,407
Interest earned on other investments2022-06-30$51,739
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-06-30$1,623,956
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-06-30$1,584,787
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-06-30$-554,620
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$39,546
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$462,870
Contract administrator fees2022-06-30$1,125
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 name2022-06-30GORFINE, SCHILLER & GARDYN, PA
Accountancy firm EIN2022-06-30521231901
2021 : UNIFIED COMMUNITY CONNECTIONS, INC 403(B) TDA 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$1,563,926
Total loss/gain on sale of assets2021-06-30$0
Total of all expenses incurred2021-06-30$1,436,369
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$1,434,445
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$280,173
Value of total assets at end of year2021-06-30$5,809,228
Value of total assets at beginning of year2021-06-30$5,681,671
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$1,924
Total interest from all sources2021-06-30$55,013
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$1,000,000
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$232,801
Participant contributions at end of year2021-06-30$40,034
Participant contributions at beginning of year2021-06-30$27,677
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$127,557
Value of net assets at end of year (total assets less liabilities)2021-06-30$5,809,228
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$5,681,671
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$4,184,407
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-06-30$3,828,377
Interest earned on other investments2021-06-30$55,013
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-06-30$1,584,787
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-06-30$1,825,617
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-06-30$1,228,740
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$47,372
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$1,434,445
Contract administrator fees2021-06-30$1,924
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 name2021-06-30GORFINE, SCHILLER & GARDYN, PA
Accountancy firm EIN2021-06-30521231901
2020 : UNIFIED COMMUNITY CONNECTIONS, INC 403(B) TDA 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$478,233
Total loss/gain on sale of assets2020-06-30$0
Total of all expenses incurred2020-06-30$192,596
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$191,176
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$327,225
Value of total assets at end of year2020-06-30$5,681,671
Value of total assets at beginning of year2020-06-30$5,396,034
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$1,420
Total interest from all sources2020-06-30$59,350
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$1,000,000
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$268,989
Participant contributions at end of year2020-06-30$27,677
Participant contributions at beginning of year2020-06-30$39,882
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$285,637
Value of net assets at end of year (total assets less liabilities)2020-06-30$5,681,671
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$5,396,034
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$3,828,377
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$3,532,037
Interest earned on other investments2020-06-30$59,350
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-06-30$1,825,617
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-06-30$1,824,115
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-06-30$91,658
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$58,236
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$191,176
Contract administrator fees2020-06-30$1,420
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 name2020-06-30GORFINE, SCHILLER & GARDYN, PA
Accountancy firm EIN2020-06-30521231901
2019 : UNIFIED COMMUNITY CONNECTIONS, INC 403(B) TDA 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$537,932
Total loss/gain on sale of assets2019-06-30$0
Total of all expenses incurred2019-06-30$388,713
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$385,688
Value of total corrective distributions2019-06-30$1,650
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$319,401
Value of total assets at end of year2019-06-30$5,396,034
Value of total assets at beginning of year2019-06-30$5,246,815
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$1,375
Total interest from all sources2019-06-30$60,187
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$1,000,000
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$257,435
Participant contributions at end of year2019-06-30$39,882
Participant contributions at beginning of year2019-06-30$44,993
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$149,219
Value of net assets at end of year (total assets less liabilities)2019-06-30$5,396,034
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$5,246,815
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$3,532,037
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$3,289,089
Interest earned on other investments2019-06-30$60,187
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-06-30$1,824,115
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-06-30$1,912,733
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-06-30$158,344
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$61,966
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$385,688
Contract administrator fees2019-06-30$1,375
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 name2019-06-30GORFINE, SCHILLER & GARDYN, PA
Accountancy firm EIN2019-06-30521231901
2018 : UNIFIED COMMUNITY CONNECTIONS, INC 403(B) TDA 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$601
Total income from all sources (including contributions)2018-06-30$775,907
Total loss/gain on sale of assets2018-06-30$0
Total of all expenses incurred2018-06-30$209,999
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$208,512
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$453,369
Value of total assets at end of year2018-06-30$5,246,815
Value of total assets at beginning of year2018-06-30$4,681,508
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$1,487
Total interest from all sources2018-06-30$59,496
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$1,000,000
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$247,793
Participant contributions at end of year2018-06-30$44,993
Participant contributions at beginning of year2018-06-30$41,783
Participant contributions at end of year2018-06-30$0
Participant contributions at beginning of year2018-06-30$368
Income. Received or receivable in cash from other sources (including rollovers)2018-06-30$151,459
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-06-30$601
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$565,908
Value of net assets at end of year (total assets less liabilities)2018-06-30$5,246,815
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$4,680,907
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$3,289,089
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$2,837,406
Interest earned on other investments2018-06-30$59,496
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-06-30$1,912,733
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-06-30$1,799,322
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-06-30$263,042
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$54,117
Employer contributions (assets) at end of year2018-06-30$0
Employer contributions (assets) at beginning of year2018-06-30$2,629
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$208,512
Contract administrator fees2018-06-30$1,487
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 name2018-06-30GORFINE, SCHILLER & GARDYN, PA
Accountancy firm EIN2018-06-30521231901
2017 : UNIFIED COMMUNITY CONNECTIONS, INC 403(B) TDA 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$601
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$681,548
Total loss/gain on sale of assets2017-06-30$0
Total of all expenses incurred2017-06-30$171,832
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$170,307
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$297,000
Value of total assets at end of year2017-06-30$4,681,508
Value of total assets at beginning of year2017-06-30$4,171,191
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$1,525
Total interest from all sources2017-06-30$55,952
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$1,000,000
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$247,834
Participant contributions at end of year2017-06-30$41,783
Participant contributions at beginning of year2017-06-30$23,169
Participant contributions at end of year2017-06-30$368
Participant contributions at beginning of year2017-06-30$13,849
Income. Received or receivable in cash from other sources (including rollovers)2017-06-30$4,381
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-06-30$601
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$509,716
Value of net assets at end of year (total assets less liabilities)2017-06-30$4,680,907
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$4,171,191
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-06-30$2,837,406
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$2,371,043
Interest on participant loans2017-06-30$1,395
Interest earned on other investments2017-06-30$54,557
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-06-30$1,799,322
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-06-30$1,762,512
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-06-30$328,596
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$44,785
Employer contributions (assets) at end of year2017-06-30$2,629
Employer contributions (assets) at beginning of year2017-06-30$618
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$170,307
Contract administrator fees2017-06-30$1,525
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 name2017-06-30GORFINE, SCHILLER & GARDYN, PA
Accountancy firm EIN2017-06-30521231901
2016 : UNIFIED COMMUNITY CONNECTIONS, INC 403(B) TDA 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$79
Total income from all sources (including contributions)2016-06-30$307,716
Total loss/gain on sale of assets2016-06-30$0
Total of all expenses incurred2016-06-30$310,906
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$308,933
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$296,516
Value of total assets at end of year2016-06-30$4,171,191
Value of total assets at beginning of year2016-06-30$4,174,460
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$1,973
Total interest from all sources2016-06-30$56,037
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$1,000,000
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$240,678
Participant contributions at end of year2016-06-30$23,169
Participant contributions at beginning of year2016-06-30$33,469
Participant contributions at end of year2016-06-30$13,849
Participant contributions at beginning of year2016-06-30$11,844
Income. Received or receivable in cash from other sources (including rollovers)2016-06-30$2,396
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-06-30$79
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$-3,190
Value of net assets at end of year (total assets less liabilities)2016-06-30$4,171,191
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$4,174,381
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$2,371,043
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$2,411,819
Interest on participant loans2016-06-30$1,639
Interest earned on other investments2016-06-30$54,398
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-06-30$1,762,512
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-06-30$1,717,328
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-06-30$-44,837
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 contributions2016-06-30Yes
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$53,442
Employer contributions (assets) at end of year2016-06-30$618
Employer contributions (assets) at beginning of year2016-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$308,933
Contract administrator fees2016-06-30$1,973
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 name2016-06-30GORFINE, SCHILLER & GARDYN, PA
Accountancy firm EIN2016-06-30521231901
2015 : UNIFIED COMMUNITY CONNECTIONS, INC 403(B) TDA 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$79
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$1,434
Total income from all sources (including contributions)2015-06-30$404,357
Total loss/gain on sale of assets2015-06-30$0
Total of all expenses incurred2015-06-30$188,762
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$186,451
Value of total corrective distributions2015-06-30$79
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$301,309
Value of total assets at end of year2015-06-30$4,174,460
Value of total assets at beginning of year2015-06-30$3,960,220
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$2,232
Total interest from all sources2015-06-30$52,023
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$500,000
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$244,315
Participant contributions at end of year2015-06-30$33,469
Participant contributions at beginning of year2015-06-30$36,220
Participant contributions at end of year2015-06-30$11,844
Participant contributions at beginning of year2015-06-30$12,539
Income. Received or receivable in cash from other sources (including rollovers)2015-06-30$5,255
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-06-30$79
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-06-30$1,434
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
Value of net income/loss2015-06-30$215,595
Value of net assets at end of year (total assets less liabilities)2015-06-30$4,174,381
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$3,958,786
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$2,411,819
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$2,293,851
Interest on participant loans2015-06-30$2,359
Interest earned on other investments2015-06-30$49,664
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-06-30$1,717,328
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-06-30$1,617,323
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-06-30$51,025
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 contributions2015-06-30Yes
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$51,739
Employer contributions (assets) at end of year2015-06-30$0
Employer contributions (assets) at beginning of year2015-06-30$287
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$186,451
Contract administrator fees2015-06-30$2,232
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 name2015-06-30GORFINE, SCHILLER & GARDYN, PA
Accountancy firm EIN2015-06-30521231901
2014 : UNIFIED COMMUNITY CONNECTIONS, INC 403(B) TDA 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$1,434
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$252
Total income from all sources (including contributions)2014-06-30$750,836
Total loss/gain on sale of assets2014-06-30$0
Total of all expenses incurred2014-06-30$283,582
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$281,220
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$325,897
Value of total assets at end of year2014-06-30$3,960,220
Value of total assets at beginning of year2014-06-30$3,491,784
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$2,362
Total interest from all sources2014-06-30$49,754
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$500,000
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$256,268
Participant contributions at end of year2014-06-30$36,220
Participant contributions at beginning of year2014-06-30$47,299
Participant contributions at end of year2014-06-30$12,539
Participant contributions at beginning of year2014-06-30$21,971
Income. Received or receivable in cash from other sources (including rollovers)2014-06-30$9,704
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-06-30$1,434
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-06-30$252
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$467,254
Value of net assets at end of year (total assets less liabilities)2014-06-30$3,958,786
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$3,491,532
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$2,293,851
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$1,979,069
Interest on participant loans2014-06-30$2,272
Interest earned on other investments2014-06-30$47,482
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-06-30$1,617,323
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-06-30$1,440,936
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-06-30$375,185
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 contributions2014-06-30Yes
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Contributions received in cash from employer2014-06-30$59,925
Employer contributions (assets) at end of year2014-06-30$287
Employer contributions (assets) at beginning of year2014-06-30$2,509
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$281,220
Contract administrator fees2014-06-30$2,362
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 name2014-06-30GORFINE, SCHILLER & GARDYN, PA
Accountancy firm EIN2014-06-30521231901
2013 : UNIFIED COMMUNITY CONNECTIONS, INC 403(B) TDA PLAN 2013 401k financial data
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$252
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total income from all sources (including contributions)2013-06-30$628,675
Total loss/gain on sale of assets2013-06-30$0
Total of all expenses incurred2013-06-30$582,712
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$577,865
Value of total corrective distributions2013-06-30$252
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$339,352
Value of total assets at end of year2013-06-30$3,491,784
Value of total assets at beginning of year2013-06-30$3,445,569
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$4,595
Total interest from all sources2013-06-30$47,788
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
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$500,000
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$272,870
Participant contributions at end of year2013-06-30$47,299
Participant contributions at beginning of year2013-06-30$61,078
Participant contributions at end of year2013-06-30$21,971
Participant contributions at beginning of year2013-06-30$13,003
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-06-30$252
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-06-30$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
Value of net income/loss2013-06-30$45,963
Value of net assets at end of year (total assets less liabilities)2013-06-30$3,491,532
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$3,445,569
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-06-30$1,979,069
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-06-30$1,996,107
Interest on participant loans2013-06-30$2,101
Interest earned on other investments2013-06-30$45,687
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-06-30$1,440,936
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-06-30$1,375,381
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-06-30$241,535
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$66,482
Employer contributions (assets) at end of year2013-06-30$2,509
Employer contributions (assets) at beginning of year2013-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$577,865
Contract administrator fees2013-06-30$4,595
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 name2013-06-30GORFINE, SCHILLER & GARDYN, PA
Accountancy firm EIN2013-06-30521231901
2012 : UNIFIED COMMUNITY CONNECTIONS, INC 403(B) TDA PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-06-30$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
Total income from all sources (including contributions)2012-06-30$317,832
Total loss/gain on sale of assets2012-06-30$0
Total of all expenses incurred2012-06-30$288,177
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$280,555
Value of total corrective distributions2012-06-30$72
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$297,220
Value of total assets at end of year2012-06-30$3,445,569
Value of total assets at beginning of year2012-06-30$3,415,914
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$7,550
Total interest from all sources2012-06-30$45,895
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
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$500,000
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$230,953
Participant contributions at end of year2012-06-30$61,078
Participant contributions at beginning of year2012-06-30$56,896
Participant contributions at end of year2012-06-30$13,003
Participant contributions at beginning of year2012-06-30$11,844
Income. Received or receivable in cash from other sources (including rollovers)2012-06-30$8,568
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
Value of net income/loss2012-06-30$29,655
Value of net assets at end of year (total assets less liabilities)2012-06-30$3,445,569
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$3,415,914
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-06-30$1,996,107
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-06-30$2,041,055
Interest on participant loans2012-06-30$1,861
Interest earned on other investments2012-06-30$44,034
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-06-30$1,375,381
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-06-30$1,306,119
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-06-30$-25,283
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$57,699
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$280,555
Contract administrator fees2012-06-30$7,550
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
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 name2012-06-30GORFINE, SCHILLER & GARDYN, PA
Accountancy firm EIN2012-06-30521231901
2011 : UNIFIED COMMUNITY CONNECTIONS, INC 403(B) TDA 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$810,302
Total loss/gain on sale of assets2011-06-30$0
Total of all expenses incurred2011-06-30$282,939
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$274,173
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$314,727
Value of total assets at end of year2011-06-30$3,415,914
Value of total assets at beginning of year2011-06-30$2,888,551
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$8,766
Total interest from all sources2011-06-30$44,070
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$500,000
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$251,566
Participant contributions at end of year2011-06-30$56,896
Participant contributions at beginning of year2011-06-30$70,323
Participant contributions at end of year2011-06-30$11,844
Income. Received or receivable in cash from other sources (including rollovers)2011-06-30$937
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
Value of net income/loss2011-06-30$527,363
Value of net assets at end of year (total assets less liabilities)2011-06-30$3,415,914
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$2,888,551
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-06-30$2,041,055
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-06-30$1,628,385
Interest on participant loans2011-06-30$4,420
Interest earned on other investments2011-06-30$39,650
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-06-30$1,306,119
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-06-30$1,189,843
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-06-30$451,505
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 contributions2011-06-30Yes
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$62,224
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$274,173
Contract administrator fees2011-06-30$8,766
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 name2011-06-30GORFINE, SCHILLER & GARDYN, PA
Accountancy firm EIN2011-06-30521231901
2010 : UNIFIED COMMUNITY CONNECTIONS, INC 403(B) TDA 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 UNIFIED COMMUNITY CONNECTIONS, INC 403(B) TDA PLAN

2021: UNIFIED COMMUNITY CONNECTIONS, INC 403(B) TDA PLAN 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Submission has been amendedNo
2021-07-01This submission is the final filingNo
2021-07-01This return/report is a short plan year return/report (less than 12 months)No
2021-07-01Plan is a collectively bargained planNo
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: UNIFIED COMMUNITY CONNECTIONS, INC 403(B) TDA 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: UNIFIED COMMUNITY CONNECTIONS, INC 403(B) TDA 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: UNIFIED COMMUNITY CONNECTIONS, INC 403(B) TDA 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: UNIFIED COMMUNITY CONNECTIONS, INC 403(B) TDA 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: UNIFIED COMMUNITY CONNECTIONS, INC 403(B) TDA 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: UNIFIED COMMUNITY CONNECTIONS, INC 403(B) TDA 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 – InsuranceYes
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement – InsuranceYes
2015-07-01Plan benefit arrangement - TrustYes
2014: UNIFIED COMMUNITY CONNECTIONS, INC 403(B) TDA 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 – InsuranceYes
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement – InsuranceYes
2014-07-01Plan benefit arrangement - TrustYes
2013: UNIFIED COMMUNITY CONNECTIONS, INC 403(B) TDA 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 – InsuranceYes
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement – InsuranceYes
2013-07-01Plan benefit arrangement - TrustYes
2012: UNIFIED COMMUNITY CONNECTIONS, INC 403(B) TDA 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 – InsuranceYes
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement – InsuranceYes
2012-07-01Plan benefit arrangement - TrustYes
2011: UNIFIED COMMUNITY CONNECTIONS, INC 403(B) TDA 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 – InsuranceYes
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement – InsuranceYes
2011-07-01Plan benefit arrangement - TrustYes
2009: UNIFIED COMMUNITY CONNECTIONS, INC 403(B) TDA PLAN 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedYes
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 – InsuranceYes
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement – InsuranceYes
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 numberUCMC-001
Policy instance 2
Insurance contract or identification numberUCMC-001
Number of Individuals Covered13
Insurance policy start date2022-04-11
Insurance policy end date2022-06-30
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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP01914
Policy instance 1
Insurance contract or identification numberGP01914
Number of Individuals Covered212
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Total amount of commissions paid to insurance brokerUSD $9,835
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 $9,835
Insurance broker organization code?4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP01914
Policy instance 1
Insurance contract or identification numberGP01914
Number of Individuals Covered215
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Total amount of commissions paid to insurance brokerUSD $13,438
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 $13,438
Insurance broker organization code?4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP01914
Policy instance 1
Insurance contract or identification numberGP01914
Number of Individuals Covered225
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Total amount of commissions paid to insurance brokerUSD $13,848
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 $13,848
Insurance broker organization code?4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP01914
Policy instance 1
Insurance contract or identification numberGP01914
Number of Individuals Covered233
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Total amount of commissions paid to insurance brokerUSD $13,266
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 $13,266
Insurance broker organization code?4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP01914
Policy instance 1
Insurance contract or identification numberGP01914
Number of Individuals Covered235
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $21,294
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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP01914
Policy instance 1
Insurance contract or identification numberGP01914
Number of Individuals Covered227
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Total amount of commissions paid to insurance brokerUSD $17,961
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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 $17,961
Insurance broker organization code?4
Insurance broker nameLINCOLN FINANCIAL ADVISORS
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP01914
Policy instance 1
Insurance contract or identification numberGP01914
Number of Individuals Covered236
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Total amount of commissions paid to insurance brokerUSD $12,776
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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 $12,776
Insurance broker organization code?4
Insurance broker nameLINCOLN FINANCIAL ADVISORS
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP01914
Policy instance 1
Insurance contract or identification numberGP01914
Number of Individuals Covered257
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $11,935
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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 $11,935
Insurance broker organization code?4
Insurance broker nameLINCOLN FINANCIAL ADVISORS
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP01914
Policy instance 1
Insurance contract or identification numberGP01914
Number of Individuals Covered266
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $11,246
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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 $11,246
Insurance broker organization code?4
Insurance broker nameLINCOLN FINANCIAL ADVISORS
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP01914
Policy instance 1
Insurance contract or identification numberGP01914
Number of Individuals Covered306
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Total amount of commissions paid to insurance brokerUSD $15,596
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP01914
Policy instance 1
Insurance contract or identification numberGP01914
Number of Individuals Covered317
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Total amount of commissions paid to insurance brokerUSD $13,254
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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

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