?>
Logo

NCQA RETIREMENT PLAN 401k Plan overview

Plan NameNCQA RETIREMENT PLAN
Plan identification number 001

NCQA RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

NCQA has sponsored the creation of one or more 401k plans.

Company Name:NCQA
Employer identification number (EIN):521191985
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NCQA RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01THOMAS J. FLUEGEL THOMAS J. FLUEGEL2018-10-11
0012016-01-01SCOTT HARTRANAFT SCOTT HARTRANAFT2017-09-05
0012015-01-01SCOTT HARTRANAFT SCOTT HARTRANAFT2016-08-31
0012014-01-01
0012013-01-01
0012012-01-01SCOTT A. HARTRANFT
0012011-01-01JOHN GARBOT
0012010-01-01SCOTT A. HARTRANFT
0012009-01-01SCOTT A. HARTRANFT SCOTT A. HARTRANFT2010-10-15

Plan Statistics for NCQA RETIREMENT PLAN

401k plan membership statisitcs for NCQA RETIREMENT PLAN

Measure Date Value
2022: NCQA RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01473
Total number of active participants reported on line 7a of the Form 55002022-01-01439
Number of other retired or separated participants entitled to future benefits2022-01-01152
Total of all active and inactive participants2022-01-01591
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-012
Total participants2022-01-01593
Number of participants with account balances2022-01-01519
2021: NCQA RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01468
Total number of active participants reported on line 7a of the Form 55002021-01-01370
Number of other retired or separated participants entitled to future benefits2021-01-01153
Total of all active and inactive participants2021-01-01523
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-012
Total participants2021-01-01525
Number of participants with account balances2021-01-01473
2020: NCQA RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01464
Total number of active participants reported on line 7a of the Form 55002020-01-01360
Number of other retired or separated participants entitled to future benefits2020-01-01138
Total of all active and inactive participants2020-01-01498
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-012
Total participants2020-01-01500
Number of participants with account balances2020-01-01468
2019: NCQA RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01463
Total number of active participants reported on line 7a of the Form 55002019-01-01352
Number of other retired or separated participants entitled to future benefits2019-01-01151
Total of all active and inactive participants2019-01-01503
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-012
Total participants2019-01-01505
Number of participants with account balances2019-01-01464
2018: NCQA RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01454
Total number of active participants reported on line 7a of the Form 55002018-01-01368
Number of other retired or separated participants entitled to future benefits2018-01-01136
Total of all active and inactive participants2018-01-01504
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-013
Total participants2018-01-01507
Number of participants with account balances2018-01-01463
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: NCQA RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01416
Total number of active participants reported on line 7a of the Form 55002017-01-01347
Number of other retired or separated participants entitled to future benefits2017-01-01140
Total of all active and inactive participants2017-01-01487
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-012
Total participants2017-01-01489
Number of participants with account balances2017-01-01454
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: NCQA RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01425
Total number of active participants reported on line 7a of the Form 55002016-01-01348
Number of other retired or separated participants entitled to future benefits2016-01-01105
Total of all active and inactive participants2016-01-01453
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-015
Total participants2016-01-01458
Number of participants with account balances2016-01-01416
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: NCQA RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01371
Total number of active participants reported on line 7a of the Form 55002015-01-01330
Number of other retired or separated participants entitled to future benefits2015-01-01114
Total of all active and inactive participants2015-01-01444
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-015
Total participants2015-01-01449
Number of participants with account balances2015-01-01425
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: NCQA RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01326
Total number of active participants reported on line 7a of the Form 55002014-01-01340
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0167
Total of all active and inactive participants2014-01-01407
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01407
Number of participants with account balances2014-01-01371
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: NCQA RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01396
Total number of active participants reported on line 7a of the Form 55002013-01-01326
Number of retired or separated participants receiving benefits2013-01-011
Number of other retired or separated participants entitled to future benefits2013-01-0192
Total of all active and inactive participants2013-01-01419
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01419
Number of participants with account balances2013-01-01376
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-014
2012: NCQA RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01352
Total number of active participants reported on line 7a of the Form 55002012-01-01296
Number of retired or separated participants receiving benefits2012-01-011
Number of other retired or separated participants entitled to future benefits2012-01-0199
Total of all active and inactive participants2012-01-01396
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01396
Number of participants with account balances2012-01-01370
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-013
2011: NCQA RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01746
Total number of active participants reported on line 7a of the Form 55002011-01-01797
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-01797
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01797
Number of participants with account balances2011-01-01352
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: NCQA RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01297
Total number of active participants reported on line 7a of the Form 55002010-01-01746
Total of all active and inactive participants2010-01-01746
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01746
Number of participants with account balances2010-01-01318
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: NCQA RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01282
Total number of active participants reported on line 7a of the Form 55002009-01-01186
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01111
Total of all active and inactive participants2009-01-01297
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01297
Number of participants with account balances2009-01-01296
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on NCQA RETIREMENT PLAN

Measure Date Value
2022 : NCQA RETIREMENT PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-7,097,851
Total of all expenses incurred2022-12-31$2,272,689
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,299,362
Expenses. Certain deemed distributions of participant loans2022-12-31$20,694
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,740,686
Value of total assets at end of year2022-12-31$38,380,517
Value of total assets at beginning of year2022-12-31$47,751,057
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$-47,367
Total interest from all sources2022-12-31$42,570
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$2,552,397
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$2,552,397
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Participant contributions at end of year2022-12-31$438,308
Participant contributions at beginning of year2022-12-31$519,217
Assets. Other investments not covered elsewhere at end of year2022-12-31$1,214,784
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$1,663,802
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$3,632
Administrative expenses (other) incurred2022-12-31$-47,367
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-9,370,540
Value of net assets at end of year (total assets less liabilities)2022-12-31$38,380,517
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$47,751,057
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$35,453,848
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$44,727,210
Interest on participant loans2022-12-31$25,369
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$1,273,577
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$840,828
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$840,828
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$17,201
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-12,433,504
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$2,737,054
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,299,362
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31CST GROUP CPAS, PC
Accountancy firm EIN2022-12-31541019610
2021 : NCQA RETIREMENT PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$9,464,197
Total of all expenses incurred2021-12-31$3,357,721
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$3,367,515
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,605,098
Value of total assets at end of year2021-12-31$47,751,057
Value of total assets at beginning of year2021-12-31$41,644,581
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$-9,794
Total interest from all sources2021-12-31$44,891
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$3,671,000
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$3,671,000
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Participant contributions at end of year2021-12-31$519,217
Participant contributions at beginning of year2021-12-31$603,401
Assets. Other investments not covered elsewhere at end of year2021-12-31$1,663,802
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$1,385,056
Administrative expenses (other) incurred2021-12-31$-9,794
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$6,106,476
Value of net assets at end of year (total assets less liabilities)2021-12-31$47,751,057
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$41,644,581
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$44,727,210
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$39,174,454
Interest on participant loans2021-12-31$30,599
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$840,828
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$481,670
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$481,670
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$14,292
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$3,143,208
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$2,605,098
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$3,367,515
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31CST GROUP CPAS, PC
Accountancy firm EIN2021-12-31541019610
2020 : NCQA RETIREMENT PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$10,335,999
Total of all expenses incurred2020-12-31$4,564,201
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$4,581,458
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,534,248
Value of total assets at end of year2020-12-31$41,644,581
Value of total assets at beginning of year2020-12-31$35,872,783
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$-17,257
Total interest from all sources2020-12-31$29,428
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,956,538
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$1,956,538
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Participant contributions at end of year2020-12-31$603,401
Participant contributions at beginning of year2020-12-31$532,839
Assets. Other investments not covered elsewhere at end of year2020-12-31$1,385,056
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$1,448,400
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$65,660
Administrative expenses (other) incurred2020-12-31$-17,257
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$5,771,798
Value of net assets at end of year (total assets less liabilities)2020-12-31$41,644,581
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$35,872,783
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$39,174,454
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$33,212,869
Interest on participant loans2020-12-31$27,400
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$481,670
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$678,675
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$678,675
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$2,028
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$5,815,785
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$2,468,588
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$4,581,458
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31CST GROUP CPAS, PC
Accountancy firm EIN2020-12-31541019610
2019 : NCQA RETIREMENT PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$9,346,405
Total of all expenses incurred2019-12-31$1,590,197
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,596,438
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,470,976
Value of total assets at end of year2019-12-31$35,872,783
Value of total assets at beginning of year2019-12-31$28,116,575
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$-6,241
Total interest from all sources2019-12-31$40,485
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,596,946
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,596,946
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Participant contributions at end of year2019-12-31$532,839
Participant contributions at beginning of year2019-12-31$516,671
Assets. Other investments not covered elsewhere at end of year2019-12-31$1,448,400
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$1,110,807
Administrative expenses (other) incurred2019-12-31$-6,241
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$7,756,208
Value of net assets at end of year (total assets less liabilities)2019-12-31$35,872,783
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$28,116,575
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$33,212,869
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$26,035,704
Interest on participant loans2019-12-31$29,137
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$678,675
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$453,393
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$453,393
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$11,348
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$5,237,998
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$2,470,976
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,596,438
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31CST GROUP CPAS, PC
Accountancy firm EIN2019-12-31541019610
2018 : NCQA RETIREMENT PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$694,357
Total of all expenses incurred2018-12-31$1,101,075
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,096,439
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,356,969
Value of total assets at end of year2018-12-31$28,116,575
Value of total assets at beginning of year2018-12-31$28,523,293
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$4,636
Total interest from all sources2018-12-31$35,373
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,699,111
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$1,699,111
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Participant contributions at end of year2018-12-31$516,671
Participant contributions at beginning of year2018-12-31$584,146
Assets. Other investments not covered elsewhere at end of year2018-12-31$1,110,807
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$1,027,700
Administrative expenses (other) incurred2018-12-31$4,636
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-406,718
Value of net assets at end of year (total assets less liabilities)2018-12-31$28,116,575
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$28,523,293
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$26,035,704
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$26,360,787
Interest on participant loans2018-12-31$27,856
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$453,393
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$461,353
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$461,353
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$7,517
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-3,397,096
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$2,356,969
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$89,307
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,096,439
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31CST GROUP CPAS, PC
Accountancy firm EIN2018-12-31541019610
2017 : NCQA RETIREMENT PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$6,851,759
Total of all expenses incurred2017-12-31$668,570
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$664,834
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,128,958
Value of total assets at end of year2017-12-31$28,523,293
Value of total assets at beginning of year2017-12-31$22,340,104
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$3,736
Total interest from all sources2017-12-31$26,618
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,174,037
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$1,174,037
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Participant contributions at end of year2017-12-31$584,146
Participant contributions at beginning of year2017-12-31$519,633
Assets. Other investments not covered elsewhere at end of year2017-12-31$1,027,700
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$742,101
Administrative expenses (other) incurred2017-12-31$3,736
Total non interest bearing cash at end of year2017-12-31$0
Total non interest bearing cash at beginning of year2017-12-31$59
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$6,183,189
Value of net assets at end of year (total assets less liabilities)2017-12-31$28,523,293
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$22,340,104
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$26,309,346
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$20,713,396
Interest on participant loans2017-12-31$24,353
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$512,794
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$364,915
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$364,915
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$2,265
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$3,522,146
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$2,128,958
Employer contributions (assets) at end of year2017-12-31$89,307
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$664,834
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31CST GROUP CPAS, PC
Accountancy firm EIN2017-12-31541019610
2016 : NCQA RETIREMENT PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$3,136,968
Total of all expenses incurred2016-12-31$947,407
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$943,889
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,967,719
Value of total assets at end of year2016-12-31$22,340,104
Value of total assets at beginning of year2016-12-31$20,150,543
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$3,518
Total interest from all sources2016-12-31$19,000
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$684,949
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$684,949
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Participant contributions at end of year2016-12-31$519,633
Participant contributions at beginning of year2016-12-31$386,277
Administrative expenses (other) incurred2016-12-31$3,518
Total non interest bearing cash at end of year2016-12-31$59
Total non interest bearing cash at beginning of year2016-12-31$46
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$2,189,561
Value of net assets at end of year (total assets less liabilities)2016-12-31$22,340,104
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$20,150,543
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$21,455,497
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$19,448,868
Interest on participant loans2016-12-31$18,833
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$364,915
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$315,352
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$315,352
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$167
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$465,300
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$1,967,719
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$943,889
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31CST GROUP, CPAS, PC
Accountancy firm EIN2016-12-31541019610
2015 : NCQA RETIREMENT PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$2,170,772
Total of all expenses incurred2015-12-31$1,000,759
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$997,444
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,917,035
Value of total assets at end of year2015-12-31$20,150,543
Value of total assets at beginning of year2015-12-31$18,980,530
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$3,315
Total interest from all sources2015-12-31$14,226
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$916,517
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$916,517
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Participant contributions at end of year2015-12-31$386,277
Participant contributions at beginning of year2015-12-31$323,079
Administrative expenses (other) incurred2015-12-31$3,315
Total non interest bearing cash at end of year2015-12-31$46
Total non interest bearing cash at beginning of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$1,170,013
Value of net assets at end of year (total assets less liabilities)2015-12-31$20,150,543
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$18,980,530
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$19,448,868
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$18,657,451
Interest on participant loans2015-12-31$14,189
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$315,352
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$37
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-677,006
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$1,917,035
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$997,444
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31CST GROUP, CPAS, PC
Accountancy firm EIN2015-12-31541019610
2014 : NCQA RETIREMENT PLAN 2014 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$3,047,541
Total of all expenses incurred2014-12-31$986,550
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$982,605
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,709,060
Value of total assets at end of year2014-12-31$18,980,530
Value of total assets at beginning of year2014-12-31$16,919,539
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$3,945
Total interest from all sources2014-12-31$11,158
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,131,158
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$1,131,158
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Participant contributions at end of year2014-12-31$323,079
Participant contributions at beginning of year2014-12-31$265,163
Administrative expenses (other) incurred2014-12-31$3,945
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$2,060,991
Value of net assets at end of year (total assets less liabilities)2014-12-31$18,980,530
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$16,919,539
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$18,657,451
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$16,654,376
Interest on participant loans2014-12-31$11,158
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$196,165
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$1,709,060
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$982,605
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31MCGLADREY LLP
Accountancy firm EIN2014-12-31420714325
2013 : NCQA RETIREMENT PLAN 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$4,584,678
Total of all expenses incurred2013-12-31$790,638
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$786,634
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,547,599
Value of total assets at end of year2013-12-31$16,919,539
Value of total assets at beginning of year2013-12-31$13,125,499
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$4,004
Total interest from all sources2013-12-31$10,775
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$784,269
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$784,269
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Participant contributions at end of year2013-12-31$265,163
Participant contributions at beginning of year2013-12-31$257,385
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$179
Administrative expenses (other) incurred2013-12-31$4,004
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$3,794,040
Value of net assets at end of year (total assets less liabilities)2013-12-31$16,919,539
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$13,125,499
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$16,654,376
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$12,868,114
Interest on participant loans2013-12-31$10,775
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$2,242,035
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$1,547,420
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$786,634
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31MCGLADREY LLP
Accountancy firm EIN2013-12-31420714325
2012 : NCQA RETIREMENT PLAN 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$2,947,201
Total of all expenses incurred2012-12-31$597,929
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$594,236
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,435,506
Value of total assets at end of year2012-12-31$13,125,499
Value of total assets at beginning of year2012-12-31$10,776,227
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$3,693
Total interest from all sources2012-12-31$10,871
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$272,590
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$272,590
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Participant contributions at end of year2012-12-31$257,385
Participant contributions at beginning of year2012-12-31$201,305
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$24,256
Administrative expenses (other) incurred2012-12-31$3,693
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$2,349,272
Value of net assets at end of year (total assets less liabilities)2012-12-31$13,125,499
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$10,776,227
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$12,868,114
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$10,574,922
Interest on participant loans2012-12-31$10,871
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,228,234
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$1,411,250
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$594,236
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31MCGLADREY LLP
Accountancy firm EIN2012-12-31420714325
2011 : NCQA RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$977,327
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$416,799
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$413,706
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,237,750
Value of total assets at end of year2011-12-31$10,776,227
Value of total assets at beginning of year2011-12-31$10,215,699
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$3,093
Total interest from all sources2011-12-31$8,669
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$246,998
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$246,998
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Participant contributions at end of year2011-12-31$201,305
Participant contributions at beginning of year2011-12-31$173,179
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$39,985
Administrative expenses (other) incurred2011-12-31$3,093
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$560,528
Value of net assets at end of year (total assets less liabilities)2011-12-31$10,776,227
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$10,215,699
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$10,574,922
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$10,042,520
Interest on participant loans2011-12-31$8,669
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-516,090
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$1,197,765
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$413,706
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31MCGLADREY LLP
Accountancy firm EIN2011-12-31420714325
2010 : NCQA RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$2,237,724
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$460,021
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$456,634
Expenses. Certain deemed distributions of participant loans2010-12-31$431
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,057,757
Value of total assets at end of year2010-12-31$10,215,246
Value of total assets at beginning of year2010-12-31$8,437,543
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$2,956
Total interest from all sources2010-12-31$8,647
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$150,323
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$150,323
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Participant contributions at end of year2010-12-31$172,726
Participant contributions at beginning of year2010-12-31$202,631
Assets. Other investments not covered elsewhere at end of year2010-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$7,639
Administrative expenses (other) incurred2010-12-31$2,956
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$1,777,703
Value of net assets at end of year (total assets less liabilities)2010-12-31$10,215,246
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$8,437,543
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$9,484,756
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$7,994,585
Interest on participant loans2010-12-31$8,571
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$557,764
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$240,327
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$240,327
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$76
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,020,997
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$1,050,118
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$456,634
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31MCGLADREY & PULLEN, LLP
Accountancy firm EIN2010-12-31420714325
2009 : NCQA RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for NCQA RETIREMENT PLAN

2022: NCQA RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: NCQA RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: NCQA RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: NCQA RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: NCQA RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: NCQA RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: NCQA RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: NCQA RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: NCQA RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: NCQA RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: NCQA RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: NCQA RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: NCQA RETIREMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: NCQA RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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

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

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

See full terms and conditions

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