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403B THRIFT PLAN OF THE ARC NORTHERN CHESAPEAKE REGION, INC. 401k Plan overview

Plan Name403B THRIFT PLAN OF THE ARC NORTHERN CHESAPEAKE REGION, INC.
Plan identification number 004

403B THRIFT PLAN OF THE ARC NORTHERN CHESAPEAKE REGION, INC. Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.

401k Sponsoring company profile

THE ARC NORTHERN CHESAPEAKE REGION, INC. has sponsored the creation of one or more 401k plans.

Company Name:THE ARC NORTHERN CHESAPEAKE REGION, INC.
Employer identification number (EIN):520784063
NAIC Classification:624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 403B THRIFT PLAN OF THE ARC NORTHERN CHESAPEAKE REGION, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0042022-07-01SHAWN KROS2024-02-14 SHAWN KROS2024-02-14
0042021-07-01SHAWN KROS2023-03-30 SHAWN KROS2023-03-30
0042020-07-01SHAWN KROS2022-04-04 SHAWN KROS2022-04-04
0042019-07-01SHAWN KROS2021-04-05 SHAWN KROS2021-04-05
0042018-07-01SHAWN KROS2020-04-13 SHAWN KROS2020-04-13
0042017-07-01SHAWN KROS2019-04-01 SHAWN KROS2019-04-01
0042016-07-01
0042015-07-01
0042014-07-01
0042013-07-01
0042012-07-01SHAWN KROS
0042011-07-01SHAWN KROS SHAWN KROS2013-04-12
0042009-07-01SHAWN KROS SHAWN KROS2011-04-11

Plan Statistics for 403B THRIFT PLAN OF THE ARC NORTHERN CHESAPEAKE REGION, INC.

401k plan membership statisitcs for 403B THRIFT PLAN OF THE ARC NORTHERN CHESAPEAKE REGION, INC.

Measure Date Value
2022: 403B THRIFT PLAN OF THE ARC NORTHERN CHESAPEAKE REGION, INC. 2022 401k membership
Total participants, beginning-of-year2022-07-01355
Total number of active participants reported on line 7a of the Form 55002022-07-01322
Number of retired or separated participants receiving benefits2022-07-0110
Number of other retired or separated participants entitled to future benefits2022-07-01180
Total of all active and inactive participants2022-07-01512
Total participants2022-07-01512
Number of participants with account balances2022-07-01398
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-07-012
2021: 403B THRIFT PLAN OF THE ARC NORTHERN CHESAPEAKE REGION, INC. 2021 401k membership
Total participants, beginning-of-year2021-07-01283
Total number of active participants reported on line 7a of the Form 55002021-07-01249
Number of retired or separated participants receiving benefits2021-07-010
Number of other retired or separated participants entitled to future benefits2021-07-0184
Total of all active and inactive participants2021-07-01333
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-013
Total participants2021-07-01336
Number of participants with account balances2021-07-01255
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-0186
2020: 403B THRIFT PLAN OF THE ARC NORTHERN CHESAPEAKE REGION, INC. 2020 401k membership
Total participants, beginning-of-year2020-07-01266
Total number of active participants reported on line 7a of the Form 55002020-07-01200
Number of other retired or separated participants entitled to future benefits2020-07-0181
Total of all active and inactive participants2020-07-01281
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-012
Total participants2020-07-01283
Number of participants with account balances2020-07-01168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-0174
2019: 403B THRIFT PLAN OF THE ARC NORTHERN CHESAPEAKE REGION, INC. 2019 401k membership
Total participants, beginning-of-year2019-07-01158
Total number of active participants reported on line 7a of the Form 55002019-07-01186
Number of other retired or separated participants entitled to future benefits2019-07-0175
Total of all active and inactive participants2019-07-01261
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-015
Total participants2019-07-01266
Number of participants with account balances2019-07-01181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-0146
2018: 403B THRIFT PLAN OF THE ARC NORTHERN CHESAPEAKE REGION, INC. 2018 401k membership
Total participants, beginning-of-year2018-07-01143
Total number of active participants reported on line 7a of the Form 55002018-07-0190
Number of retired or separated participants receiving benefits2018-07-010
Number of other retired or separated participants entitled to future benefits2018-07-0164
Total of all active and inactive participants2018-07-01154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-014
Total participants2018-07-01158
Number of participants with account balances2018-07-01157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-018
2017: 403B THRIFT PLAN OF THE ARC NORTHERN CHESAPEAKE REGION, INC. 2017 401k membership
Total participants, beginning-of-year2017-07-01147
Total number of active participants reported on line 7a of the Form 55002017-07-0170
Number of retired or separated participants receiving benefits2017-07-010
Number of other retired or separated participants entitled to future benefits2017-07-0168
Total of all active and inactive participants2017-07-01138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-015
Total participants2017-07-01143
Number of participants with account balances2017-07-01139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-0110
2016: 403B THRIFT PLAN OF THE ARC NORTHERN CHESAPEAKE REGION, INC. 2016 401k membership
Total participants, beginning-of-year2016-07-01137
Total number of active participants reported on line 7a of the Form 55002016-07-0192
Number of retired or separated participants receiving benefits2016-07-010
Number of other retired or separated participants entitled to future benefits2016-07-0152
Total of all active and inactive participants2016-07-01144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-013
Total participants2016-07-01147
Number of participants with account balances2016-07-01142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-017
2015: 403B THRIFT PLAN OF THE ARC NORTHERN CHESAPEAKE REGION, INC. 2015 401k membership
Total participants, beginning-of-year2015-07-01138
Total number of active participants reported on line 7a of the Form 55002015-07-0183
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-0150
Total of all active and inactive participants2015-07-01133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-014
Total participants2015-07-01137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-0193
2014: 403B THRIFT PLAN OF THE ARC NORTHERN CHESAPEAKE REGION, INC. 2014 401k membership
Total participants, beginning-of-year2014-07-01161
Total number of active participants reported on line 7a of the Form 55002014-07-0188
Number of other retired or separated participants entitled to future benefits2014-07-0149
Total of all active and inactive participants2014-07-01137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-011
Total participants2014-07-01138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-0114
2013: 403B THRIFT PLAN OF THE ARC NORTHERN CHESAPEAKE REGION, INC. 2013 401k membership
Total participants, beginning-of-year2013-07-01153
Total number of active participants reported on line 7a of the Form 55002013-07-0187
Number of other retired or separated participants entitled to future benefits2013-07-0152
Total of all active and inactive participants2013-07-01139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-011
Total participants2013-07-01140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-013
2012: 403B THRIFT PLAN OF THE ARC NORTHERN CHESAPEAKE REGION, INC. 2012 401k membership
Total participants, beginning-of-year2012-07-01232
Total number of active participants reported on line 7a of the Form 55002012-07-0198
Number of other retired or separated participants entitled to future benefits2012-07-0155
Total of all active and inactive participants2012-07-01153
Total participants2012-07-01153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-014
2011: 403B THRIFT PLAN OF THE ARC NORTHERN CHESAPEAKE REGION, INC. 2011 401k membership
Total participants, beginning-of-year2011-07-01248
Total number of active participants reported on line 7a of the Form 55002011-07-01122
Number of other retired or separated participants entitled to future benefits2011-07-01108
Total of all active and inactive participants2011-07-01230
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-012
Total participants2011-07-01232
Number of participants with account balances2011-07-01231
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-013
2009: 403B THRIFT PLAN OF THE ARC NORTHERN CHESAPEAKE REGION, INC. 2009 401k membership
Total participants, beginning-of-year2009-07-01221
Total number of active participants reported on line 7a of the Form 55002009-07-01230
Number of other retired or separated participants entitled to future benefits2009-07-0121
Total of all active and inactive participants2009-07-01251
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-011
Total participants2009-07-01252
Number of participants with account balances2009-07-01240
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-015

Financial Data on 403B THRIFT PLAN OF THE ARC NORTHERN CHESAPEAKE REGION, INC.

Measure Date Value
2023 : 403B THRIFT PLAN OF THE ARC NORTHERN CHESAPEAKE REGION, INC. 2023 401k financial data
Total income from all sources (including contributions)2023-06-30$658,097
Total of all expenses incurred2023-06-30$315,863
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-06-30$315,042
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-06-30$308,682
Value of total assets at end of year2023-06-30$3,314,699
Value of total assets at beginning of year2023-06-30$2,972,465
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-06-30$821
Total interest from all sources2023-06-30$8,045
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-06-30No
Was this plan covered by a fidelity bond2023-06-30Yes
Value of fidelity bond cover2023-06-30$500,000
If this is an individual account plan, was there a blackout period2023-06-30No
Were there any nonexempt tranactions with any party-in-interest2023-06-30No
Contributions received from participants2023-06-30$244,732
Income. Received or receivable in cash from other sources (including rollovers)2023-06-30$3,327
Administrative expenses (other) incurred2023-06-30$821
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-06-30No
Value of net income/loss2023-06-30$342,234
Value of net assets at end of year (total assets less liabilities)2023-06-30$3,314,699
Value of net assets at beginning of year (total assets less liabilities)2023-06-30$2,972,465
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2023-06-30No
Were any leases to which the plan was party in default or uncollectible2023-06-30No
Value of interest in pooled separate accounts at end of year2023-06-30$2,719,972
Value of interest in pooled separate accounts at beginning of year2023-06-30$2,338,316
Interest earned on other investments2023-06-30$8,045
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-06-30$476,546
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-06-30$476,546
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-06-30$534,104
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-06-30$128,121
Net investment gain/loss from pooled separate accounts2023-06-30$341,370
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-06-30No
Was there a failure to transmit to the plan any participant contributions2023-06-30No
Has the plan failed to provide any benefit when due under the plan2023-06-30No
Contributions received in cash from employer2023-06-30$60,623
Employer contributions (assets) at end of year2023-06-30$60,623
Employer contributions (assets) at beginning of year2023-06-30$29,482
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-06-30$315,042
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32023-06-30No
Did the plan have assets held for investment2023-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-06-30No
Opinion of an independent qualified public accountant for this plan2023-06-30Unqualified
Accountancy firm name2023-06-30WEYRICH, CRONIN & SORRA, LLC
Accountancy firm EIN2023-06-30814643077
2022 : 403B THRIFT PLAN OF THE ARC NORTHERN CHESAPEAKE REGION, INC. 2022 401k financial data
Total income from all sources (including contributions)2022-06-30$-61,349
Total of all expenses incurred2022-06-30$134,741
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$131,737
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$321,077
Value of total assets at end of year2022-06-30$2,972,465
Value of total assets at beginning of year2022-06-30$3,168,555
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$3,004
Total interest from all sources2022-06-30$7,242
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$500,000
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$291,595
Administrative expenses (other) incurred2022-06-30$3,004
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$-196,090
Value of net assets at end of year (total assets less liabilities)2022-06-30$2,972,465
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$3,168,555
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 pooled separate accounts at end of year2022-06-30$2,338,316
Value of interest in pooled separate accounts at beginning of year2022-06-30$2,581,451
Interest earned on other investments2022-06-30$7,242
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-06-30$476,546
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-06-30$423,839
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-06-30$423,839
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-06-30$128,121
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-06-30$129,026
Net investment gain/loss from pooled separate accounts2022-06-30$-389,668
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$29,482
Employer contributions (assets) at end of year2022-06-30$29,482
Employer contributions (assets) at beginning of year2022-06-30$34,239
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$131,737
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-06-30No
Did the plan have assets held for investment2022-06-30No
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 name2022-06-30WEYRICH, CRONIN & SORRA, LLC
Accountancy firm EIN2022-06-30814643077
2021 : 403B THRIFT PLAN OF THE ARC NORTHERN CHESAPEAKE REGION, INC. 2021 401k financial data
Total income from all sources (including contributions)2021-06-30$930,622
Total of all expenses incurred2021-06-30$123,906
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$122,982
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$265,092
Value of total assets at end of year2021-06-30$3,168,555
Value of total assets at beginning of year2021-06-30$2,361,839
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$924
Total interest from all sources2021-06-30$8,531
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$500,000
If this is an individual account plan, was there a blackout period2021-06-30No
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Contributions received from participants2021-06-30$230,853
Participant contributions at end of year2021-06-30$0
Participant contributions at beginning of year2021-06-30$7,543
Administrative expenses (other) incurred2021-06-30$924
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$806,716
Value of net assets at end of year (total assets less liabilities)2021-06-30$3,168,555
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$2,361,839
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 pooled separate accounts at end of year2021-06-30$2,581,451
Value of interest in pooled separate accounts at beginning of year2021-06-30$1,781,032
Interest earned on other investments2021-06-30$8,531
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-06-30$423,839
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-06-30$410,796
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-06-30$410,796
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-06-30$129,026
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-06-30$127,809
Net investment gain/loss from pooled separate accounts2021-06-30$656,999
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$34,239
Employer contributions (assets) at end of year2021-06-30$34,239
Employer contributions (assets) at beginning of year2021-06-30$34,659
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$122,982
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-06-30No
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 name2021-06-30WEYRICH, CRONIN & SORRA LLC
Accountancy firm EIN2021-06-30814643077
2020 : 403B THRIFT PLAN OF THE ARC NORTHERN CHESAPEAKE REGION, INC. 2020 401k financial data
Total income from all sources (including contributions)2020-06-30$379,694
Total of all expenses incurred2020-06-30$68,986
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$67,490
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$313,855
Value of total assets at end of year2020-06-30$2,361,839
Value of total assets at beginning of year2020-06-30$2,051,131
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$1,496
Total interest from all sources2020-06-30$10,151
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$500,000
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$279,196
Participant contributions at end of year2020-06-30$7,543
Participant contributions at beginning of year2020-06-30$6,812
Administrative expenses (other) incurred2020-06-30$1,496
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$310,708
Value of net assets at end of year (total assets less liabilities)2020-06-30$2,361,839
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$2,051,131
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 pooled separate accounts at end of year2020-06-30$1,781,032
Value of interest in pooled separate accounts at beginning of year2020-06-30$1,408,178
Interest earned on other investments2020-06-30$10,151
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-06-30$410,796
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-06-30$468,656
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-06-30$468,656
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-06-30$127,809
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-06-30$125,093
Net investment gain/loss from pooled separate accounts2020-06-30$55,688
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$34,659
Employer contributions (assets) at end of year2020-06-30$34,659
Employer contributions (assets) at beginning of year2020-06-30$42,392
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$67,490
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-06-30No
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 name2020-06-30WEYRICH, CRONIN & SORRA LLC
Accountancy firm EIN2020-06-30814643077
2019 : 403B THRIFT PLAN OF THE ARC NORTHERN CHESAPEAKE REGION, INC. 2019 401k financial data
Total income from all sources (including contributions)2019-06-30$309,971
Total of all expenses incurred2019-06-30$212,062
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$210,871
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$233,432
Value of total assets at end of year2019-06-30$2,051,131
Value of total assets at beginning of year2019-06-30$1,953,222
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$1,191
Total interest from all sources2019-06-30$10,967
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$200,000
If this is an individual account plan, was there a blackout period2019-06-30No
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Contributions received from participants2019-06-30$191,040
Participant contributions at end of year2019-06-30$6,812
Participant contributions at beginning of year2019-06-30$6,017
Administrative expenses (other) incurred2019-06-30$1,191
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$97,909
Value of net assets at end of year (total assets less liabilities)2019-06-30$2,051,131
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$1,953,222
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 beginning of year2019-06-30$1,337,171
Value of interest in pooled separate accounts at end of year2019-06-30$1,408,178
Interest earned on other investments2019-06-30$10,967
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-06-30$468,656
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-06-30$434,023
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-06-30$434,023
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-06-30$125,093
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-06-30$152,367
Net investment gain/loss from pooled separate accounts2019-06-30$65,572
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$42,392
Employer contributions (assets) at end of year2019-06-30$42,392
Employer contributions (assets) at beginning of year2019-06-30$23,644
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$210,871
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-06-30No
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 name2019-06-30WEYRICH, CRONIN & SORRA LLC
Accountancy firm EIN2019-06-30814643077
2018 : 403B THRIFT PLAN OF THE ARC NORTHERN CHESAPEAKE REGION, INC. 2018 401k financial data
Total income from all sources (including contributions)2018-06-30$389,584
Total of all expenses incurred2018-06-30$222,279
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$221,448
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$263,296
Value of total assets at end of year2018-06-30$1,953,222
Value of total assets at beginning of year2018-06-30$1,785,917
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$831
Total interest from all sources2018-06-30$10,423
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$200,000
If this is an individual account plan, was there a blackout period2018-06-30No
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Contributions received from participants2018-06-30$239,652
Participant contributions at end of year2018-06-30$6,017
Participant contributions at beginning of year2018-06-30$5,167
Administrative expenses (other) incurred2018-06-30$831
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$167,305
Value of net assets at end of year (total assets less liabilities)2018-06-30$1,953,222
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$1,785,917
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-06-30$1,337,171
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$1,122,269
Interest earned on other investments2018-06-30$10,423
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-06-30$434,023
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-06-30$445,880
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-06-30$445,880
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-06-30$152,367
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-06-30$191,015
Net investment gain/loss from pooled separate accounts2018-06-30$115,865
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$23,644
Employer contributions (assets) at end of year2018-06-30$23,644
Employer contributions (assets) at beginning of year2018-06-30$21,586
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$221,448
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-06-30No
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 name2018-06-30WEYRICH, CRONIN & SORRA LLC
Accountancy firm EIN2018-06-30814643077
2017 : 403B THRIFT PLAN OF THE ARC NORTHERN CHESAPEAKE REGION, INC. 2017 401k financial data
Total income from all sources (including contributions)2017-06-30$448,353
Total of all expenses incurred2017-06-30$330,545
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$329,865
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$274,326
Value of total assets at end of year2017-06-30$1,785,917
Value of total assets at beginning of year2017-06-30$1,668,109
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$680
Total interest from all sources2017-06-30$12,131
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$200,000
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$252,740
Participant contributions at end of year2017-06-30$5,167
Income. Received or receivable in cash from other sources (including rollovers)2017-06-30$50
Administrative expenses (other) incurred2017-06-30$680
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$117,808
Value of net assets at end of year (total assets less liabilities)2017-06-30$1,785,917
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$1,668,109
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$1,122,269
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$1,048,971
Interest earned on other investments2017-06-30$12,131
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-06-30$445,880
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-06-30$394,764
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-06-30$394,764
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-06-30$191,015
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-06-30$224,374
Net investment gain/loss from pooled separate accounts2017-06-30$161,896
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 contributions2017-06-30Yes
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$21,536
Employer contributions (assets) at end of year2017-06-30$21,586
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$329,865
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-06-30No
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 name2017-06-30WEYRICH, CRONIN & SORRA
Accountancy firm EIN2017-06-30814643077
2016 : 403B THRIFT PLAN OF THE ARC NORTHERN CHESAPEAKE REGION, INC. 2016 401k financial data
Total income from all sources (including contributions)2016-06-30$202,684
Total of all expenses incurred2016-06-30$197,825
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$196,848
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$198,437
Value of total assets at end of year2016-06-30$1,668,109
Value of total assets at beginning of year2016-06-30$1,663,250
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$977
Total interest from all sources2016-06-30$11,570
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$200,000
If this is an individual account plan, was there a blackout period2016-06-30No
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Contributions received from participants2016-06-30$198,437
Administrative expenses (other) incurred2016-06-30$977
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$4,859
Value of net assets at end of year (total assets less liabilities)2016-06-30$1,668,109
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$1,663,250
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$1,048,971
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$1,040,573
Interest earned on other investments2016-06-30$11,570
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-06-30$394,764
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-06-30$402,482
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-06-30$402,482
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-06-30$224,374
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-06-30$220,195
Net investment gain/loss from pooled separate accounts2016-06-30$-7,323
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30No
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$196,848
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-06-30No
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 name2016-06-30WEYRICH, CRONIN & SORRA
Accountancy firm EIN2016-06-30521162023
2015 : 403B THRIFT PLAN OF THE ARC NORTHERN CHESAPEAKE REGION, INC. 2015 401k financial data
Total income from all sources (including contributions)2015-06-30$170,306
Total of all expenses incurred2015-06-30$440,150
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$439,975
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$114,331
Value of total assets at end of year2015-06-30$1,663,250
Value of total assets at beginning of year2015-06-30$1,933,094
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$175
Total interest from all sources2015-06-30$12,250
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$200,000
If this is an individual account plan, was there a blackout period2015-06-30No
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Contributions received from participants2015-06-30$114,331
Administrative expenses (other) incurred2015-06-30$175
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$-269,844
Value of net assets at end of year (total assets less liabilities)2015-06-30$1,663,250
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$1,933,094
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-06-30$1,040,573
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$1,217,839
Interest earned on other investments2015-06-30$12,250
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-06-30$622,677
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-06-30$715,255
Net investment gain/loss from pooled separate accounts2015-06-30$43,725
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30No
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$439,975
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-06-30No
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 name2015-06-30WEYRICH, CRONIN & SORRA, CHARTERED
Accountancy firm EIN2015-06-30521162023
2014 : 403B THRIFT PLAN OF THE ARC NORTHERN CHESAPEAKE REGION, INC. 2014 401k financial data
Total income from all sources (including contributions)2014-06-30$354,677
Total of all expenses incurred2014-06-30$255,183
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$254,808
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$137,802
Value of total assets at end of year2014-06-30$1,933,094
Value of total assets at beginning of year2014-06-30$1,833,600
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$375
Total interest from all sources2014-06-30$13,030
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$200,000
If this is an individual account plan, was there a blackout period2014-06-30No
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Contributions received from participants2014-06-30$133,160
Income. Received or receivable in cash from other sources (including rollovers)2014-06-30$4,642
Administrative expenses (other) incurred2014-06-30$150
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$99,494
Value of net assets at end of year (total assets less liabilities)2014-06-30$1,933,094
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$1,833,600
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-06-30$1,217,839
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$1,040,453
Interest earned on other investments2014-06-30$13,030
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-06-30$715,255
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-06-30$793,147
Net investment gain/loss from pooled separate accounts2014-06-30$203,845
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30No
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$254,808
Contract administrator fees2014-06-30$225
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-06-30No
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 name2014-06-30WEYRICH, CRONIN & SORRA, CHARTERED
Accountancy firm EIN2014-06-30521162023
2013 : 403B THRIFT PLAN OF THE ARC NORTHERN CHESAPEAKE REGION, INC. 2013 401k financial data
Total income from all sources (including contributions)2013-06-30$319,587
Total of all expenses incurred2013-06-30$646,524
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$640,706
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$165,258
Value of total assets at end of year2013-06-30$1,833,600
Value of total assets at beginning of year2013-06-30$2,160,537
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$5,818
Total interest from all sources2013-06-30$14,905
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$200,000
If this is an individual account plan, was there a blackout period2013-06-30No
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Contributions received from participants2013-06-30$114,798
Participant contributions at end of year2013-06-30$32,329
Participant contributions at beginning of year2013-06-30$26,272
Income. Received or receivable in cash from other sources (including rollovers)2013-06-30$50,460
Other income not declared elsewhere2013-06-30$3,693
Administrative expenses (other) incurred2013-06-30$5,590
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$-326,937
Value of net assets at end of year (total assets less liabilities)2013-06-30$1,833,600
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$2,160,537
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$1,040,453
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-06-30$1,349,815
Interest earned on other investments2013-06-30$14,905
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-06-30$760,818
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-06-30$784,450
Net investment gain/loss from pooled separate accounts2013-06-30$135,731
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$640,706
Contract administrator fees2013-06-30$228
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-06-30No
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 name2013-06-30WEYRICH, CRONIN & SORRA, CHARTERED
Accountancy firm EIN2013-06-30521162023
2012 : 403B THRIFT PLAN OF THE ARC NORTHERN CHESAPEAKE REGION, INC. 2012 401k financial data
Total income from all sources (including contributions)2012-06-30$271,706
Total of all expenses incurred2012-06-30$281,555
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$277,372
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$239,674
Value of total assets at end of year2012-06-30$2,160,537
Value of total assets at beginning of year2012-06-30$2,170,386
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$4,183
Total interest from all sources2012-06-30$19,126
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$200,000
Funding deficiency by the employer to the plan for this plan year2012-06-30$0
Minimum employer required contribution for this plan year2012-06-30$0
Amount contributed by the employer to the plan for this plan year2012-06-30$0
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Contributions received from participants2012-06-30$169,108
Participant contributions at end of year2012-06-30$26,272
Participant contributions at beginning of year2012-06-30$52,813
Income. Received or receivable in cash from other sources (including rollovers)2012-06-30$70,566
Other income not declared elsewhere2012-06-30$3,876
Administrative expenses (other) incurred2012-06-30$4,183
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$-9,849
Value of net assets at end of year (total assets less liabilities)2012-06-30$2,160,537
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$2,170,386
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$1,349,815
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-06-30$1,299,007
Interest earned on other investments2012-06-30$19,126
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-06-30$784,450
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-06-30$818,566
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-06-30$9,030
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$277,372
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 name2012-06-30MICHAEL D. SISK & COMPANY, PC
Accountancy firm EIN2012-06-30521857374
2011 : 403B THRIFT PLAN OF THE ARC NORTHERN CHESAPEAKE REGION, INC. 2011 401k financial data
Total income from all sources (including contributions)2011-06-30$499,458
Total of all expenses incurred2011-06-30$67,715
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$66,076
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$229,440
Value of total assets at end of year2011-06-30$2,170,386
Value of total assets at beginning of year2011-06-30$1,738,643
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$1,639
Total interest from all sources2011-06-30$22,788
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$200,000
Funding deficiency by the employer to the plan for this plan year2011-06-30$0
Minimum employer required contribution for this plan year2011-06-30$0
Amount contributed by the employer to the plan for this plan year2011-06-30$0
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Contributions received from participants2011-06-30$134,324
Participant contributions at end of year2011-06-30$52,813
Participant contributions at beginning of year2011-06-30$44,644
Income. Received or receivable in cash from other sources (including rollovers)2011-06-30$95,116
Other income not declared elsewhere2011-06-30$2,254
Administrative expenses (other) incurred2011-06-30$1,015
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$431,743
Value of net assets at end of year (total assets less liabilities)2011-06-30$2,170,386
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$1,738,643
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Investment advisory and management fees2011-06-30$624
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-06-30$1,299,007
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-06-30$908,829
Interest earned on other investments2011-06-30$22,788
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-06-30$818,566
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-06-30$785,170
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-06-30$244,976
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30No
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$66,076
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 name2011-06-30MICHAEL D. SISK & CO., PC
Accountancy firm EIN2011-06-30521857374
2010 : 403B THRIFT PLAN OF THE ARC NORTHERN CHESAPEAKE REGION, INC. 2010 401k financial data
Funding deficiency by the employer to the plan for this plan year2010-06-30$0
Minimum employer required contribution for this plan year2010-06-30$0
Amount contributed by the employer to the plan for this plan year2010-06-30$0

Form 5500 Responses for 403B THRIFT PLAN OF THE ARC NORTHERN CHESAPEAKE REGION, INC.

2022: 403B THRIFT PLAN OF THE ARC NORTHERN CHESAPEAKE REGION, INC. 2022 form 5500 responses
2022-07-01Type of plan entitySingle employer plan
2022-07-01Plan funding arrangement – InsuranceYes
2022-07-01Plan benefit arrangement – InsuranceYes
2021: 403B THRIFT PLAN OF THE ARC NORTHERN CHESAPEAKE REGION, INC. 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Plan funding arrangement – InsuranceYes
2021-07-01Plan benefit arrangement – InsuranceYes
2020: 403B THRIFT PLAN OF THE ARC NORTHERN CHESAPEAKE REGION, INC. 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Plan funding arrangement – InsuranceYes
2020-07-01Plan benefit arrangement – InsuranceYes
2019: 403B THRIFT PLAN OF THE ARC NORTHERN CHESAPEAKE REGION, INC. 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Plan funding arrangement – InsuranceYes
2019-07-01Plan benefit arrangement – InsuranceYes
2018: 403B THRIFT PLAN OF THE ARC NORTHERN CHESAPEAKE REGION, INC. 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan benefit arrangement – InsuranceYes
2017: 403B THRIFT PLAN OF THE ARC NORTHERN CHESAPEAKE REGION, INC. 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan benefit arrangement – InsuranceYes
2016: 403B THRIFT PLAN OF THE ARC NORTHERN CHESAPEAKE REGION, INC. 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan benefit arrangement – InsuranceYes
2015: 403B THRIFT PLAN OF THE ARC NORTHERN CHESAPEAKE REGION, INC. 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan benefit arrangement – InsuranceYes
2014: 403B THRIFT PLAN OF THE ARC NORTHERN CHESAPEAKE REGION, INC. 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan benefit arrangement – InsuranceYes
2013: 403B THRIFT PLAN OF THE ARC NORTHERN CHESAPEAKE REGION, INC. 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan benefit arrangement – InsuranceYes
2012: 403B THRIFT PLAN OF THE ARC NORTHERN CHESAPEAKE REGION, INC. 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan benefit arrangement – InsuranceYes
2011: 403B THRIFT PLAN OF THE ARC NORTHERN CHESAPEAKE REGION, INC. 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan benefit arrangement – InsuranceYes
2009: 403B THRIFT PLAN OF THE ARC NORTHERN CHESAPEAKE REGION, INC. 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Plan funding arrangement – InsuranceYes
2009-07-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR22803
Policy instance 2
Insurance contract or identification numberCR22803
Number of Individuals Covered19
Insurance policy start date2022-07-01
Insurance policy end date2023-06-30
Total amount of commissions paid to insurance brokerUSD $1,943
Total amount of fees paid to insurance companyUSD $0
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,943
Insurance broker organization code?4
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number903172J
Policy instance 1
Insurance contract or identification number903172J
Number of Individuals Covered494
Insurance policy start date2022-07-01
Insurance policy end date2023-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,337
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees1337
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR22803
Policy instance 2
Insurance contract or identification numberCR22803
Number of Individuals Covered21
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Total amount of commissions paid to insurance brokerUSD $1,825
Total amount of fees paid to insurance companyUSD $0
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,825
Insurance broker organization code?4
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number010873-J
Policy instance 1
Insurance contract or identification number010873-J
Number of Individuals Covered336
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $631
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees631
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP PROGRAM.
Insurance broker organization code?3
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR22803
Policy instance 2
Insurance contract or identification numberCR22803
Number of Individuals Covered22
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Total amount of commissions paid to insurance brokerUSD $1,981
Total amount of fees paid to insurance companyUSD $0
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,981
Insurance broker organization code?4
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number010873-J
Policy instance 1
Insurance contract or identification number010873-J
Number of Individuals Covered281
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $631
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees631
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP PROGRAM.
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number010873-J
Policy instance 1
Insurance contract or identification number010873-J
Number of Individuals Covered261
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $811
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees811
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP PROGRAM.
Insurance broker organization code?3
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR22803
Policy instance 2
Insurance contract or identification numberCR22803
Number of Individuals Covered23
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Total amount of commissions paid to insurance brokerUSD $1,652
Total amount of fees paid to insurance companyUSD $0
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,652
Insurance broker organization code?4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR22803
Policy instance 2
Insurance contract or identification numberCR22803
Number of Individuals Covered23
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Total amount of commissions paid to insurance brokerUSD $1,604
Total amount of fees paid to insurance companyUSD $0
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,604
Insurance broker organization code?4
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number010873-J
Policy instance 1
Insurance contract or identification number010873-J
Number of Individuals Covered158
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $655
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees655
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP PROGRAM.
Insurance broker organization code?3
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR22803
Policy instance 2
Insurance contract or identification numberCR22803
Number of Individuals Covered26
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $1,672
Total amount of fees paid to insurance companyUSD $0
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number010873-J
Policy instance 1
Insurance contract or identification number010873-J
Number of Individuals Covered143
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,542
Contracts With Unallocated Funds Deposit Administration1
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 numberCR22803
Policy instance 2
Insurance contract or identification numberCR22803
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?4
Insurance broker nameLINCOLN FINANCIAL
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number010873-J
Policy instance 1
Insurance contract or identification number010873-J
Number of Individuals Covered137
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
Insurance broker nameBALTIMORE REGIONAL OFFICE
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR22803
Policy instance 2
Insurance contract or identification numberCR22803
Number of Individuals Covered35
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Total amount of commissions paid to insurance brokerUSD $1,150
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,150
Insurance broker organization code?4
Insurance broker nameLINCOLN FINANCIAL
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number010873-J
Policy instance 1
Insurance contract or identification number010873-J
Number of Individuals Covered124
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $746
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees746
Insurance broker organization code?3
Insurance broker nameBALTIMORE REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number010873-J
Policy instance 1
Insurance contract or identification number010873-J
Number of Individuals Covered124
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $558
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees558
Insurance broker organization code?3
Insurance broker nameBALTIMORE REGIONAL OFFICE
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR22803
Policy instance 2
Insurance contract or identification numberCR22803
Number of Individuals Covered36
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $1,326
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,326
Insurance broker organization code?4
Insurance broker nameLINCOLN FINANCIAL
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR22803
Policy instance 2
Insurance contract or identification numberCR22803
Number of Individuals Covered39
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $699
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $699
Insurance broker organization code?4
Insurance broker nameLINCOLN FINANCIAL
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number010873-J
Policy instance 1
Insurance contract or identification number010873-J
Number of Individuals Covered136
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $229
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees81
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMPENSATION PROGRAMS
Insurance broker organization code?3
Insurance broker nameDEBORAH TUCKSON
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR22803
Policy instance 1
Insurance contract or identification numberCR22803
Number of Individuals Covered46
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Total amount of commissions paid to insurance brokerUSD $676
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number010873-J
Policy instance 2
Insurance contract or identification number010873-J
Number of Individuals Covered217
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Total amount of fees paid to insurance companyUSD $301
Contracts With Unallocated Funds Deposit Administration1
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 numberCR22803
Policy instance 1
Insurance contract or identification numberCR22803
Number of Individuals Covered53
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Total amount of commissions paid to insurance brokerUSD $515
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number010873-J
Policy instance 2
Insurance contract or identification number010873-J
Number of Individuals Covered231
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Total amount of fees paid to insurance companyUSD $323
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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