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NCQA RETIREMENT PLAN- EMPLOYEE CONTRIBUTIONS 401k Plan overview

Plan NameNCQA RETIREMENT PLAN- EMPLOYEE CONTRIBUTIONS
Plan identification number 002

NCQA RETIREMENT PLAN- EMPLOYEE CONTRIBUTIONS 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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- EMPLOYEE CONTRIBUTIONS

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01THOMAS J. FLUEGEL THOMAS J. FLUEGEL2018-10-11
0022016-01-01SCOTT HARTRANFT SCOTT HARTRANFT2017-09-05
0022015-01-01SCOTT HARTRANFT SCOTT HARTRANFT2016-08-31
0022014-01-01
0022013-01-01
0022012-01-01SCOTT A. HARTRANFT
0022011-01-01JOHN GARBOT
0022009-01-01SCOTT A. HARTRANFT SCOTT A. HARTRANFT2010-10-15
0022009-01-01SALLIE JO MARKER

Plan Statistics for NCQA RETIREMENT PLAN- EMPLOYEE CONTRIBUTIONS

401k plan membership statisitcs for NCQA RETIREMENT PLAN- EMPLOYEE CONTRIBUTIONS

Measure Date Value
2022: NCQA RETIREMENT PLAN- EMPLOYEE CONTRIBUTIONS 2022 401k membership
Total participants, beginning-of-year2022-01-01504
Total number of active participants reported on line 7a of the Form 55002022-01-01382
Number of other retired or separated participants entitled to future benefits2022-01-01194
Total of all active and inactive participants2022-01-01576
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-012
Total participants2022-01-01578
Number of participants with account balances2022-01-01549
2021: NCQA RETIREMENT PLAN- EMPLOYEE CONTRIBUTIONS 2021 401k membership
Total participants, beginning-of-year2021-01-01482
Total number of active participants reported on line 7a of the Form 55002021-01-01330
Number of other retired or separated participants entitled to future benefits2021-01-01192
Total of all active and inactive participants2021-01-01522
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-012
Total participants2021-01-01524
Number of participants with account balances2021-01-01504
2020: NCQA RETIREMENT PLAN- EMPLOYEE CONTRIBUTIONS 2020 401k membership
Total participants, beginning-of-year2020-01-01489
Total number of active participants reported on line 7a of the Form 55002020-01-01334
Number of other retired or separated participants entitled to future benefits2020-01-01157
Total of all active and inactive participants2020-01-01491
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-012
Total participants2020-01-01493
Number of participants with account balances2020-01-01482
2019: NCQA RETIREMENT PLAN- EMPLOYEE CONTRIBUTIONS 2019 401k membership
Total participants, beginning-of-year2019-01-01462
Total number of active participants reported on line 7a of the Form 55002019-01-01333
Number of other retired or separated participants entitled to future benefits2019-01-01168
Total of all active and inactive participants2019-01-01501
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-012
Total participants2019-01-01503
Number of participants with account balances2019-01-01489
2018: NCQA RETIREMENT PLAN- EMPLOYEE CONTRIBUTIONS 2018 401k membership
Total participants, beginning-of-year2018-01-01442
Total number of active participants reported on line 7a of the Form 55002018-01-01343
Number of other retired or separated participants entitled to future benefits2018-01-01135
Total of all active and inactive participants2018-01-01478
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-013
Total participants2018-01-01481
Number of participants with account balances2018-01-01462
2017: NCQA RETIREMENT PLAN- EMPLOYEE CONTRIBUTIONS 2017 401k membership
Total participants, beginning-of-year2017-01-01421
Total number of active participants reported on line 7a of the Form 55002017-01-01324
Number of other retired or separated participants entitled to future benefits2017-01-01134
Total of all active and inactive participants2017-01-01458
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-012
Total participants2017-01-01460
Number of participants with account balances2017-01-01442
2016: NCQA RETIREMENT PLAN- EMPLOYEE CONTRIBUTIONS 2016 401k membership
Total participants, beginning-of-year2016-01-01412
Total number of active participants reported on line 7a of the Form 55002016-01-01327
Number of other retired or separated participants entitled to future benefits2016-01-01109
Total of all active and inactive participants2016-01-01436
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-014
Total participants2016-01-01440
Number of participants with account balances2016-01-01421
2015: NCQA RETIREMENT PLAN- EMPLOYEE CONTRIBUTIONS 2015 401k membership
Total participants, beginning-of-year2015-01-01396
Total number of active participants reported on line 7a of the Form 55002015-01-01310
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01113
Total of all active and inactive participants2015-01-01423
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-015
Total participants2015-01-01428
Number of participants with account balances2015-01-01412
2014: NCQA RETIREMENT PLAN- EMPLOYEE CONTRIBUTIONS 2014 401k membership
Total participants, beginning-of-year2014-01-01341
Total number of active participants reported on line 7a of the Form 55002014-01-01352
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0183
Total of all active and inactive participants2014-01-01435
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01435
Number of participants with account balances2014-01-01396
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: NCQA RETIREMENT PLAN- EMPLOYEE CONTRIBUTIONS 2013 401k membership
Total participants, beginning-of-year2013-01-01394
Total number of active participants reported on line 7a of the Form 55002013-01-01341
Number of retired or separated participants receiving benefits2013-01-012
Number of other retired or separated participants entitled to future benefits2013-01-0185
Total of all active and inactive participants2013-01-01428
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01428
Number of participants with account balances2013-01-01377
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: NCQA RETIREMENT PLAN- EMPLOYEE CONTRIBUTIONS 2012 401k membership
Total participants, beginning-of-year2012-01-01361
Total number of active participants reported on line 7a of the Form 55002012-01-01311
Number of retired or separated participants receiving benefits2012-01-012
Number of other retired or separated participants entitled to future benefits2012-01-0181
Total of all active and inactive participants2012-01-01394
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01394
Number of participants with account balances2012-01-01352
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: NCQA RETIREMENT PLAN- EMPLOYEE CONTRIBUTIONS 2011 401k membership
Total participants, beginning-of-year2011-01-01273
Total number of active participants reported on line 7a of the Form 55002011-01-01274
Number of retired or separated participants receiving benefits2011-01-012
Number of other retired or separated participants entitled to future benefits2011-01-0185
Total of all active and inactive participants2011-01-01361
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01361
Number of participants with account balances2011-01-01276
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: NCQA RETIREMENT PLAN- EMPLOYEE CONTRIBUTIONS 2009 401k membership
Total participants, beginning-of-year2009-01-01230
Total number of active participants reported on line 7a of the Form 55002009-01-01146
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01102
Total of all active and inactive participants2009-01-01248
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01248
Number of participants with account balances2009-01-01248
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- EMPLOYEE CONTRIBUTIONS

Measure Date Value
2022 : NCQA RETIREMENT PLAN- EMPLOYEE CONTRIBUTIONS 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-6,441,269
Total of all expenses incurred2022-12-31$2,931,705
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,980,805
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$3,996,668
Value of total assets at end of year2022-12-31$41,470,124
Value of total assets at beginning of year2022-12-31$50,843,098
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$-49,100
Total interest from all sources2022-12-31$35,686
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$2,757,962
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$2,757,962
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$3,534,795
Participant contributions at end of year2022-12-31$494,726
Participant contributions at beginning of year2022-12-31$498,843
Assets. Other investments not covered elsewhere at end of year2022-12-31$1,836,656
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$2,301,184
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$461,873
Administrative expenses (other) incurred2022-12-31$-49,100
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$-9,372,974
Value of net assets at end of year (total assets less liabilities)2022-12-31$41,470,124
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$50,843,098
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$38,623,799
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$47,711,461
Interest on participant loans2022-12-31$23,763
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$514,943
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$331,610
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$331,610
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$11,923
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-13,231,585
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,980,805
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- EMPLOYEE CONTRIBUTIONS 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$10,815,002
Total of all expenses incurred2021-12-31$2,822,270
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,830,643
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$3,550,893
Value of total assets at end of year2021-12-31$50,843,098
Value of total assets at beginning of year2021-12-31$42,850,366
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$-8,373
Total interest from all sources2021-12-31$25,996
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$4,011,958
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$4,011,958
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$3,323,380
Participant contributions at end of year2021-12-31$498,843
Participant contributions at beginning of year2021-12-31$426,807
Assets. Other investments not covered elsewhere at end of year2021-12-31$2,301,184
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$1,967,401
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$227,513
Administrative expenses (other) incurred2021-12-31$-8,373
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$7,992,732
Value of net assets at end of year (total assets less liabilities)2021-12-31$50,843,098
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$42,850,366
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$47,711,461
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$40,110,446
Interest on participant loans2021-12-31$25,926
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$331,610
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$345,712
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$345,712
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$70
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$3,226,155
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,830,643
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- EMPLOYEE CONTRIBUTIONS 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$11,109,401
Total of all expenses incurred2020-12-31$5,691,474
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$5,709,302
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$3,332,862
Value of total assets at end of year2020-12-31$42,850,366
Value of total assets at beginning of year2020-12-31$37,432,439
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$-17,828
Total interest from all sources2020-12-31$25,581
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$2,097,315
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$2,097,315
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
Contributions received from participants2020-12-31$3,155,806
Participant contributions at end of year2020-12-31$426,807
Participant contributions at beginning of year2020-12-31$451,680
Assets. Other investments not covered elsewhere at end of year2020-12-31$1,967,401
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$1,844,017
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$177,056
Administrative expenses (other) incurred2020-12-31$-17,828
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$5,417,927
Value of net assets at end of year (total assets less liabilities)2020-12-31$42,850,366
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$37,432,439
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$40,110,446
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$34,682,582
Interest on participant loans2020-12-31$24,207
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$345,712
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$454,160
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$454,160
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$1,374
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$5,653,643
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$5,709,302
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- EMPLOYEE CONTRIBUTIONS 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$10,590,476
Total of all expenses incurred2019-12-31$2,437,424
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,443,926
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$3,245,830
Value of total assets at end of year2019-12-31$37,432,439
Value of total assets at beginning of year2019-12-31$29,279,387
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$-6,502
Total interest from all sources2019-12-31$33,561
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,666,425
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$1,666,425
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
Contributions received from participants2019-12-31$3,006,882
Participant contributions at end of year2019-12-31$451,680
Participant contributions at beginning of year2019-12-31$307,639
Assets. Other investments not covered elsewhere at end of year2019-12-31$1,844,017
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$1,457,751
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$238,948
Other income not declared elsewhere2019-12-31$2,799
Administrative expenses (other) incurred2019-12-31$-6,502
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$8,153,052
Value of net assets at end of year (total assets less liabilities)2019-12-31$37,432,439
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$29,279,387
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$34,682,582
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$27,178,626
Interest on participant loans2019-12-31$24,406
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$454,160
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$335,371
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$335,371
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$9,155
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$5,641,861
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,443,926
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- EMPLOYEE CONTRIBUTIONS 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$1,043,170
Total of all expenses incurred2018-12-31$1,125,783
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,110,522
Expenses. Certain deemed distributions of participant loans2018-12-31$8,707
Value of total corrective distributions2018-12-31$1,597
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,771,531
Value of total assets at end of year2018-12-31$29,279,387
Value of total assets at beginning of year2018-12-31$29,362,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$4,957
Total interest from all sources2018-12-31$21,690
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,812,528
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$1,812,528
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
Contributions received from participants2018-12-31$2,663,560
Participant contributions at end of year2018-12-31$307,639
Participant contributions at beginning of year2018-12-31$317,069
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$64,821
Assets. Other investments not covered elsewhere at end of year2018-12-31$1,457,751
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$705,435
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$107,971
Administrative expenses (other) incurred2018-12-31$4,957
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-82,613
Value of net assets at end of year (total assets less liabilities)2018-12-31$29,279,387
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$29,362,000
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$27,178,626
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$27,668,835
Interest on participant loans2018-12-31$13,830
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$335,371
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$605,840
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$605,840
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$7,860
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-3,562,579
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,110,522
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- EMPLOYEE CONTRIBUTIONS 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$7,489,429
Total of all expenses incurred2017-12-31$626,729
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$618,878
Expenses. Certain deemed distributions of participant loans2017-12-31$3,868
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,502,359
Value of total assets at end of year2017-12-31$29,362,000
Value of total assets at beginning of year2017-12-31$22,499,300
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$3,983
Total interest from all sources2017-12-31$16,872
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,246,305
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$1,246,305
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
Contributions received from participants2017-12-31$2,387,070
Participant contributions at end of year2017-12-31$317,069
Participant contributions at beginning of year2017-12-31$301,747
Participant contributions at end of year2017-12-31$64,821
Assets. Other investments not covered elsewhere at end of year2017-12-31$705,435
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$429,734
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$115,289
Administrative expenses (other) incurred2017-12-31$3,983
Total non interest bearing cash at end of year2017-12-31$0
Total non interest bearing cash at beginning of year2017-12-31$223
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$6,862,700
Value of net assets at end of year (total assets less liabilities)2017-12-31$29,362,000
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$22,499,300
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$27,628,613
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$21,451,013
Interest on participant loans2017-12-31$14,631
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$646,062
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$316,583
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$316,583
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$2,241
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$3,723,893
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$618,878
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- EMPLOYEE CONTRIBUTIONS 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$3,465,025
Total of all expenses incurred2016-12-31$711,715
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$701,029
Expenses. Certain deemed distributions of participant loans2016-12-31$7,377
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,173,803
Value of total assets at end of year2016-12-31$22,499,300
Value of total assets at beginning of year2016-12-31$19,745,990
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$3,309
Total interest from all sources2016-12-31$10,385
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$727,497
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$727,497
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
Contributions received from participants2016-12-31$2,079,153
Participant contributions at end of year2016-12-31$301,747
Participant contributions at beginning of year2016-12-31$234,469
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$94,650
Administrative expenses (other) incurred2016-12-31$3,309
Total non interest bearing cash at end of year2016-12-31$223
Total non interest bearing cash at beginning of year2016-12-31$165
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$2,753,310
Value of net assets at end of year (total assets less liabilities)2016-12-31$22,499,300
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$19,745,990
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$21,880,747
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$19,220,511
Interest on participant loans2016-12-31$10,220
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$316,583
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$290,845
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$290,845
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$165
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$553,340
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$701,029
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- EMPLOYEE CONTRIBUTIONS 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$2,250,957
Total of all expenses incurred2015-12-31$1,181,383
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,154,988
Expenses. Certain deemed distributions of participant loans2015-12-31$23,970
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,999,353
Value of total assets at end of year2015-12-31$19,745,990
Value of total assets at beginning of year2015-12-31$18,676,416
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$2,425
Total interest from all sources2015-12-31$9,738
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$871,208
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$871,208
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
Contributions received from participants2015-12-31$1,989,769
Participant contributions at end of year2015-12-31$234,469
Participant contributions at beginning of year2015-12-31$220,773
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$9,584
Administrative expenses (other) incurred2015-12-31$2,425
Total non interest bearing cash at end of year2015-12-31$165
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$1,069,574
Value of net assets at end of year (total assets less liabilities)2015-12-31$19,745,990
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$18,676,416
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$19,220,511
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$18,455,643
Interest on participant loans2015-12-31$9,706
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$290,845
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$32
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-629,342
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,154,988
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- EMPLOYEE CONTRIBUTIONS 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$3,335,238
Total of all expenses incurred2014-12-31$1,219,595
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,217,157
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,992,146
Value of total assets at end of year2014-12-31$18,676,416
Value of total assets at beginning of year2014-12-31$16,560,773
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$2,438
Total interest from all sources2014-12-31$7,698
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,107,008
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$1,107,008
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
Contributions received from participants2014-12-31$1,696,213
Participant contributions at end of year2014-12-31$220,773
Participant contributions at beginning of year2014-12-31$189,416
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$295,933
Administrative expenses (other) incurred2014-12-31$2,438
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$2,115,643
Value of net assets at end of year (total assets less liabilities)2014-12-31$18,676,416
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$16,560,773
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$18,455,643
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$16,371,357
Interest on participant loans2014-12-31$7,698
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$228,386
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,217,157
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- EMPLOYEE CONTRIBUTIONS 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$4,685,009
Total of all expenses incurred2013-12-31$1,015,315
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,013,239
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,638,148
Value of total assets at end of year2013-12-31$16,560,773
Value of total assets at beginning of year2013-12-31$12,891,079
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$2,076
Total interest from all sources2013-12-31$7,032
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$794,278
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$794,278
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
Contributions received from participants2013-12-31$1,590,039
Participant contributions at end of year2013-12-31$189,416
Participant contributions at beginning of year2013-12-31$216,330
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$48,109
Administrative expenses (other) incurred2013-12-31$2,076
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$3,669,694
Value of net assets at end of year (total assets less liabilities)2013-12-31$16,560,773
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$12,891,079
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$16,371,357
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$12,674,749
Interest on participant loans2013-12-31$7,032
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$2,245,551
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,013,239
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- EMPLOYEE CONTRIBUTIONS 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$2,912,799
Total of all expenses incurred2012-12-31$817,073
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$814,869
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,395,156
Value of total assets at end of year2012-12-31$12,891,079
Value of total assets at beginning of year2012-12-31$10,795,353
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$2,204
Total interest from all sources2012-12-31$13,544
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$271,906
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$271,906
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
Contributions received from participants2012-12-31$1,386,701
Participant contributions at end of year2012-12-31$216,330
Participant contributions at beginning of year2012-12-31$163,915
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$8,455
Administrative expenses (other) incurred2012-12-31$2,204
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$2,095,726
Value of net assets at end of year (total assets less liabilities)2012-12-31$12,891,079
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$10,795,353
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$12,674,749
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$10,631,438
Interest on participant loans2012-12-31$13,544
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,232,193
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$814,869
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- EMPLOYEE CONTRIBUTIONS 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$927,286
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$444,617
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$443,162
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,143,157
Value of total assets at end of year2011-12-31$10,795,353
Value of total assets at beginning of year2011-12-31$10,312,684
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$1,455
Total interest from all sources2011-12-31$5,125
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$239,469
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$239,469
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
Contributions received from participants2011-12-31$1,137,197
Participant contributions at end of year2011-12-31$163,915
Participant contributions at beginning of year2011-12-31$175,714
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$5,960
Administrative expenses (other) incurred2011-12-31$1,455
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$482,669
Value of net assets at end of year (total assets less liabilities)2011-12-31$10,795,353
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$10,312,684
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$10,631,438
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$10,136,970
Interest on participant loans2011-12-31$5,125
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-460,465
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$443,162
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- EMPLOYEE CONTRIBUTIONS 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$2,251,972
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$523,778
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$521,243
Expenses. Certain deemed distributions of participant loans2010-12-31$984
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,045,246
Value of total assets at end of year2010-12-31$10,312,684
Value of total assets at beginning of year2010-12-31$8,584,490
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$1,551
Total interest from all sources2010-12-31$5,601
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$148,993
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$148,993
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
Contributions received from participants2010-12-31$1,045,246
Participant contributions at end of year2010-12-31$175,714
Participant contributions at beginning of year2010-12-31$165,032
Administrative expenses (other) incurred2010-12-31$1,551
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$1,728,194
Value of net assets at end of year (total assets less liabilities)2010-12-31$10,312,684
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$8,584,490
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$9,751,077
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$8,075,476
Interest on participant loans2010-12-31$5,544
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$385,893
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$343,982
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$343,982
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$57
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,052,132
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$521,243
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- EMPLOYEE CONTRIBUTIONS 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- EMPLOYEE CONTRIBUTIONS

2022: NCQA RETIREMENT PLAN- EMPLOYEE CONTRIBUTIONS 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- EMPLOYEE CONTRIBUTIONS 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- EMPLOYEE CONTRIBUTIONS 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- EMPLOYEE CONTRIBUTIONS 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- EMPLOYEE CONTRIBUTIONS 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- EMPLOYEE CONTRIBUTIONS 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- EMPLOYEE CONTRIBUTIONS 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- EMPLOYEE CONTRIBUTIONS 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- EMPLOYEE CONTRIBUTIONS 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- EMPLOYEE CONTRIBUTIONS 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- EMPLOYEE CONTRIBUTIONS 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- EMPLOYEE CONTRIBUTIONS 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
2009: NCQA RETIREMENT PLAN- EMPLOYEE CONTRIBUTIONS 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

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