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HRSA-ILA FRINGE BENEFIT ESCROW FUND 401k Plan overview

Plan NameHRSA-ILA FRINGE BENEFIT ESCROW FUND
Plan identification number 504

HRSA-ILA FRINGE BENEFIT ESCROW FUND Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Other welfare benefit cover

401k Sponsoring company profile

HRSA-ILA FRINGE BENEFIT ESCROW FUND has sponsored the creation of one or more 401k plans.

Company Name:HRSA-ILA FRINGE BENEFIT ESCROW FUND
Employer identification number (EIN):541218271
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HRSA-ILA FRINGE BENEFIT ESCROW FUND

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5042021-10-01ROGER GIESINGER2023-07-03 THOMAS LITTLE2023-06-30
5042020-10-01ROGER GIESINGER2022-06-29 THOMAS LITTLE2022-06-29
5042019-10-01ROGER GIESINGER2021-06-29 THOMAS LITTLE2021-07-09
5042018-10-01ROGER GIESINGER2020-07-07 THOMAS LITTLE2020-07-08
5042017-10-01ROGER GIESINGER2019-07-09
5042016-10-01
5042015-10-01
5042014-10-01ROGER GIESINGER THOMAS LITTLE2016-05-13
5042013-10-01ROGER GIESINGER THOMAS LITTLE2015-07-01
5042012-10-01ROGER GIESINGER THOMAS LITTLE2014-07-14
5042011-10-01ROGER GIESINGER THOMAS LITTLE2013-07-11
5042010-10-01ROGER GIESINGER THOMAS LITTLE2012-04-27
5042009-10-01ROGER GIESINGER THOMAS LITTLE2011-07-12
5042008-10-01

Plan Statistics for HRSA-ILA FRINGE BENEFIT ESCROW FUND

401k plan membership statisitcs for HRSA-ILA FRINGE BENEFIT ESCROW FUND

Measure Date Value
2021: HRSA-ILA FRINGE BENEFIT ESCROW FUND 2021 401k membership
Total participants, beginning-of-year2021-10-010
Total number of active participants reported on line 7a of the Form 55002021-10-010
Total of all active and inactive participants2021-10-010
Number of employers contributing to the scheme2021-10-0121
2020: HRSA-ILA FRINGE BENEFIT ESCROW FUND 2020 401k membership
Total participants, beginning-of-year2020-10-010
Total number of active participants reported on line 7a of the Form 55002020-10-010
Total of all active and inactive participants2020-10-010
Number of employers contributing to the scheme2020-10-0119
2019: HRSA-ILA FRINGE BENEFIT ESCROW FUND 2019 401k membership
Total participants, beginning-of-year2019-10-010
Total number of active participants reported on line 7a of the Form 55002019-10-010
Total of all active and inactive participants2019-10-010
Number of employers contributing to the scheme2019-10-0119
2018: HRSA-ILA FRINGE BENEFIT ESCROW FUND 2018 401k membership
Total participants, beginning-of-year2018-10-010
Total number of active participants reported on line 7a of the Form 55002018-10-010
Total of all active and inactive participants2018-10-010
Number of employers contributing to the scheme2018-10-0119
2017: HRSA-ILA FRINGE BENEFIT ESCROW FUND 2017 401k membership
Total participants, beginning-of-year2017-10-010
Total number of active participants reported on line 7a of the Form 55002017-10-010
Number of retired or separated participants receiving benefits2017-10-010
Number of other retired or separated participants entitled to future benefits2017-10-010
Total of all active and inactive participants2017-10-010
Number of employers contributing to the scheme2017-10-0122
2016: HRSA-ILA FRINGE BENEFIT ESCROW FUND 2016 401k membership
Total participants, beginning-of-year2016-10-010
Total number of active participants reported on line 7a of the Form 55002016-10-010
Number of retired or separated participants receiving benefits2016-10-010
Number of other retired or separated participants entitled to future benefits2016-10-010
Total of all active and inactive participants2016-10-010
Number of employers contributing to the scheme2016-10-0122
2015: HRSA-ILA FRINGE BENEFIT ESCROW FUND 2015 401k membership
Total participants, beginning-of-year2015-10-010
Total number of active participants reported on line 7a of the Form 55002015-10-010
Number of retired or separated participants receiving benefits2015-10-010
Number of other retired or separated participants entitled to future benefits2015-10-010
Total of all active and inactive participants2015-10-010
Number of employers contributing to the scheme2015-10-0116
2014: HRSA-ILA FRINGE BENEFIT ESCROW FUND 2014 401k membership
Total participants, beginning-of-year2014-10-010
Total number of active participants reported on line 7a of the Form 55002014-10-010
Number of retired or separated participants receiving benefits2014-10-010
Number of other retired or separated participants entitled to future benefits2014-10-010
Total of all active and inactive participants2014-10-010
Number of employers contributing to the scheme2014-10-0116
2013: HRSA-ILA FRINGE BENEFIT ESCROW FUND 2013 401k membership
Total participants, beginning-of-year2013-10-010
Total number of active participants reported on line 7a of the Form 55002013-10-010
Number of retired or separated participants receiving benefits2013-10-010
Number of other retired or separated participants entitled to future benefits2013-10-010
Total of all active and inactive participants2013-10-010
Number of employers contributing to the scheme2013-10-0117
2012: HRSA-ILA FRINGE BENEFIT ESCROW FUND 2012 401k membership
Total participants, beginning-of-year2012-10-010
Total number of active participants reported on line 7a of the Form 55002012-10-010
Number of retired or separated participants receiving benefits2012-10-010
Number of other retired or separated participants entitled to future benefits2012-10-010
Total of all active and inactive participants2012-10-010
Number of employers contributing to the scheme2012-10-0118
2011: HRSA-ILA FRINGE BENEFIT ESCROW FUND 2011 401k membership
Total participants, beginning-of-year2011-10-010
Total number of active participants reported on line 7a of the Form 55002011-10-010
Number of retired or separated participants receiving benefits2011-10-010
Number of other retired or separated participants entitled to future benefits2011-10-010
Total of all active and inactive participants2011-10-010
Number of employers contributing to the scheme2011-10-0118
2010: HRSA-ILA FRINGE BENEFIT ESCROW FUND 2010 401k membership
Total participants, beginning-of-year2010-10-010
Total number of active participants reported on line 7a of the Form 55002010-10-010
Number of retired or separated participants receiving benefits2010-10-010
Number of other retired or separated participants entitled to future benefits2010-10-010
Total of all active and inactive participants2010-10-010
Number of employers contributing to the scheme2010-10-0122
2009: HRSA-ILA FRINGE BENEFIT ESCROW FUND 2009 401k membership
Total participants, beginning-of-year2009-10-010
Total number of active participants reported on line 7a of the Form 55002009-10-010
Number of retired or separated participants receiving benefits2009-10-010
Number of other retired or separated participants entitled to future benefits2009-10-010
Total of all active and inactive participants2009-10-010
Number of employers contributing to the scheme2009-10-0123

Financial Data on HRSA-ILA FRINGE BENEFIT ESCROW FUND

Measure Date Value
2022 : HRSA-ILA FRINGE BENEFIT ESCROW FUND 2022 401k financial data
Transfers to/from the plan2022-09-30$-26,763,586
Total plan liabilities at end of year2022-09-30$3,986,413
Total plan liabilities at beginning of year2022-09-30$3,470,727
Total income from all sources2022-09-30$29,278,944
Expenses. Total of all expenses incurred2022-09-30$482,340
Total plan assets at end of year2022-09-30$25,204,494
Total plan assets at beginning of year2022-09-30$22,655,790
Value of fidelity bond covering the plan2022-09-30$3,000,000
Assets. Value of tangible personal property2022-09-30$30,232
Expenses. Other expenses not covered elsewhere2022-09-30$423,869
Other income received2022-09-30$11,410,838
Net income (gross income less expenses)2022-09-30$28,796,604
Net plan assets at end of year (total assets less liabilities)2022-09-30$21,218,081
Net plan assets at beginning of year (total assets less liabilities)2022-09-30$19,185,063
Total contributions received or receivable from employer(s)2022-09-30$17,868,106
Expenses. Administrative service providers (salaries,fees and commissions)2022-09-30$58,471
2021 : HRSA-ILA FRINGE BENEFIT ESCROW FUND 2021 401k financial data
Transfers to/from the plan2021-09-30$-25,227,570
Total plan liabilities at end of year2021-09-30$3,470,727
Total plan liabilities at beginning of year2021-09-30$3,068,450
Total income from all sources2021-09-30$27,307,611
Expenses. Total of all expenses incurred2021-09-30$437,062
Total plan assets at end of year2021-09-30$22,655,790
Total plan assets at beginning of year2021-09-30$20,610,534
Value of fidelity bond covering the plan2021-09-30$3,000,000
Expenses. Other expenses not covered elsewhere2021-09-30$377,587
Other income received2021-09-30$27,307,611
Net income (gross income less expenses)2021-09-30$26,870,549
Net plan assets at end of year (total assets less liabilities)2021-09-30$19,185,063
Net plan assets at beginning of year (total assets less liabilities)2021-09-30$17,542,084
Expenses. Administrative service providers (salaries,fees and commissions)2021-09-30$59,475
2020 : HRSA-ILA FRINGE BENEFIT ESCROW FUND 2020 401k financial data
Transfers to/from the plan2020-09-30$-26,093,549
Total plan liabilities at end of year2020-09-30$3,068,450
Total plan liabilities at beginning of year2020-09-30$4,456,989
Total income from all sources2020-09-30$24,681,317
Expenses. Total of all expenses incurred2020-09-30$377,026
Total plan assets at end of year2020-09-30$20,610,534
Total plan assets at beginning of year2020-09-30$23,788,331
Value of fidelity bond covering the plan2020-09-30$3,000,000
Expenses. Other expenses not covered elsewhere2020-09-30$323,330
Other income received2020-09-30$24,681,317
Net income (gross income less expenses)2020-09-30$24,304,291
Net plan assets at end of year (total assets less liabilities)2020-09-30$17,542,084
Net plan assets at beginning of year (total assets less liabilities)2020-09-30$19,331,342
Expenses. Administrative service providers (salaries,fees and commissions)2020-09-30$53,696
2019 : HRSA-ILA FRINGE BENEFIT ESCROW FUND 2019 401k financial data
Transfers to/from the plan2019-09-30$-24,898,896
Total plan liabilities at end of year2019-09-30$4,456,989
Total plan liabilities at beginning of year2019-09-30$3,764,524
Total income from all sources2019-09-30$35,139,744
Expenses. Total of all expenses incurred2019-09-30$369,996
Total plan assets at end of year2019-09-30$23,788,331
Total plan assets at beginning of year2019-09-30$13,225,014
Value of fidelity bond covering the plan2019-09-30$3,000,000
Expenses. Other expenses not covered elsewhere2019-09-30$305,642
Other income received2019-09-30$35,139,744
Net income (gross income less expenses)2019-09-30$34,769,748
Net plan assets at end of year (total assets less liabilities)2019-09-30$19,331,342
Net plan assets at beginning of year (total assets less liabilities)2019-09-30$9,460,490
Expenses. Administrative service providers (salaries,fees and commissions)2019-09-30$64,354
2017 : HRSA-ILA FRINGE BENEFIT ESCROW FUND 2017 401k financial data
Transfers to/from the plan2017-09-30$-22,422,460
Total plan liabilities at end of year2017-09-30$3,386,442
Total plan liabilities at beginning of year2017-09-30$3,122,759
Total income from all sources2017-09-30$22,270,033
Expenses. Total of all expenses incurred2017-09-30$318,949
Total plan assets at end of year2017-09-30$4,607,982
Total plan assets at beginning of year2017-09-30$4,815,675
Value of fidelity bond covering the plan2017-09-30$3,000,000
Expenses. Other expenses not covered elsewhere2017-09-30$287,763
Other income received2017-09-30$22,270,033
Net income (gross income less expenses)2017-09-30$21,951,084
Net plan assets at end of year (total assets less liabilities)2017-09-30$1,221,540
Net plan assets at beginning of year (total assets less liabilities)2017-09-30$1,692,916
Expenses. Administrative service providers (salaries,fees and commissions)2017-09-30$31,186
2016 : HRSA-ILA FRINGE BENEFIT ESCROW FUND 2016 401k financial data
Transfers to/from the plan2016-09-30$-22,518,040
Total plan liabilities at end of year2016-09-30$3,122,759
Total plan liabilities at beginning of year2016-09-30$3,212,456
Total income from all sources2016-09-30$23,383,611
Expenses. Total of all expenses incurred2016-09-30$347,242
Total plan assets at end of year2016-09-30$4,815,675
Total plan assets at beginning of year2016-09-30$4,387,043
Value of fidelity bond covering the plan2016-09-30$3,000,000
Expenses. Other expenses not covered elsewhere2016-09-30$347,242
Other income received2016-09-30$23,383,611
Net income (gross income less expenses)2016-09-30$23,036,369
Net plan assets at end of year (total assets less liabilities)2016-09-30$1,692,916
Net plan assets at beginning of year (total assets less liabilities)2016-09-30$1,174,587
2015 : HRSA-ILA FRINGE BENEFIT ESCROW FUND 2015 401k financial data
Transfers to/from the plan2015-09-30$-21,015,603
Total plan liabilities at end of year2015-09-30$3,212,456
Total plan liabilities at beginning of year2015-09-30$3,473,426
Total income from all sources2015-09-30$21,066,004
Expenses. Total of all expenses incurred2015-09-30$367,634
Total plan assets at end of year2015-09-30$4,387,043
Total plan assets at beginning of year2015-09-30$4,965,246
Value of fidelity bond covering the plan2015-09-30$3,000,000
Expenses. Other expenses not covered elsewhere2015-09-30$367,634
Other income received2015-09-30$21,066,004
Net income (gross income less expenses)2015-09-30$20,698,370
Net plan assets at end of year (total assets less liabilities)2015-09-30$1,174,587
Net plan assets at beginning of year (total assets less liabilities)2015-09-30$1,491,820
2014 : HRSA-ILA FRINGE BENEFIT ESCROW FUND 2014 401k financial data
Transfers to/from the plan2014-09-30$-19,394,969
Total plan liabilities at end of year2014-09-30$3,473,426
Total plan liabilities at beginning of year2014-09-30$3,742,594
Total income from all sources2014-09-30$19,216,397
Expenses. Total of all expenses incurred2014-09-30$529,388
Total plan assets at end of year2014-09-30$4,965,246
Total plan assets at beginning of year2014-09-30$5,942,374
Value of fidelity bond covering the plan2014-09-30$3,000,000
Expenses. Other expenses not covered elsewhere2014-09-30$529,388
Other income received2014-09-30$19,216,397
Net income (gross income less expenses)2014-09-30$18,687,009
Net plan assets at end of year (total assets less liabilities)2014-09-30$1,491,820
Net plan assets at beginning of year (total assets less liabilities)2014-09-30$2,199,780
2013 : HRSA-ILA FRINGE BENEFIT ESCROW FUND 2013 401k financial data
Transfers to/from the plan2013-09-30$-17,315,518
Total plan liabilities at end of year2013-09-30$3,742,594
Total plan liabilities at beginning of year2013-09-30$3,369,798
Total income from all sources2013-09-30$16,037,935
Expenses. Total of all expenses incurred2013-09-30$457,055
Total plan assets at end of year2013-09-30$5,942,374
Total plan assets at beginning of year2013-09-30$7,304,216
Value of fidelity bond covering the plan2013-09-30$3,000,000
Expenses. Other expenses not covered elsewhere2013-09-30$457,055
Other income received2013-09-30$16,037,935
Net income (gross income less expenses)2013-09-30$15,580,880
Net plan assets at end of year (total assets less liabilities)2013-09-30$2,199,780
Net plan assets at beginning of year (total assets less liabilities)2013-09-30$3,934,418
Total contributions received or receivable from employer(s)2013-09-30$0
2012 : HRSA-ILA FRINGE BENEFIT ESCROW FUND 2012 401k financial data
Transfers to/from the plan2012-09-30$-12,053,184
Total plan liabilities at end of year2012-09-30$3,369,798
Total plan liabilities at beginning of year2012-09-30$2,977,034
Total income from all sources2012-09-30$14,008,478
Expenses. Total of all expenses incurred2012-09-30$405,901
Total plan assets at end of year2012-09-30$7,304,216
Total plan assets at beginning of year2012-09-30$5,362,059
Value of fidelity bond covering the plan2012-09-30$3,250,000
Other income received2012-09-30$7,955,023
Net income (gross income less expenses)2012-09-30$13,602,577
Net plan assets at end of year (total assets less liabilities)2012-09-30$3,934,418
Net plan assets at beginning of year (total assets less liabilities)2012-09-30$2,385,025
Total contributions received or receivable from employer(s)2012-09-30$6,053,455
Expenses. Administrative service providers (salaries,fees and commissions)2012-09-30$405,901
2011 : HRSA-ILA FRINGE BENEFIT ESCROW FUND 2011 401k financial data
Transfers to/from the plan2011-09-30$-13,553,581
Total plan liabilities at end of year2011-09-30$2,977,034
Total plan liabilities at beginning of year2011-09-30$7,883,004
Total income from all sources2011-09-30$10,535,442
Expenses. Total of all expenses incurred2011-09-30$486,958
Total plan assets at end of year2011-09-30$5,362,059
Total plan assets at beginning of year2011-09-30$13,773,126
Value of fidelity bond covering the plan2011-09-30$3,250,000
Other income received2011-09-30$3,411,853
Net income (gross income less expenses)2011-09-30$10,048,484
Net plan assets at end of year (total assets less liabilities)2011-09-30$2,385,025
Net plan assets at beginning of year (total assets less liabilities)2011-09-30$5,890,122
Total contributions received or receivable from employer(s)2011-09-30$7,123,589
Expenses. Administrative service providers (salaries,fees and commissions)2011-09-30$486,958

Form 5500 Responses for HRSA-ILA FRINGE BENEFIT ESCROW FUND

2021: HRSA-ILA FRINGE BENEFIT ESCROW FUND 2021 form 5500 responses
2021-10-01Type of plan entityMulti-employer plan
2021-10-01Plan is a collectively bargained planYes
2021-10-01Plan funding arrangement – TrustYes
2021-10-01Plan benefit arrangement - TrustYes
2020: HRSA-ILA FRINGE BENEFIT ESCROW FUND 2020 form 5500 responses
2020-10-01Type of plan entityMulti-employer plan
2020-10-01Plan is a collectively bargained planYes
2020-10-01Plan funding arrangement – TrustYes
2020-10-01Plan benefit arrangement - TrustYes
2019: HRSA-ILA FRINGE BENEFIT ESCROW FUND 2019 form 5500 responses
2019-10-01Type of plan entityMulti-employer plan
2019-10-01Plan is a collectively bargained planYes
2019-10-01Plan funding arrangement – TrustYes
2019-10-01Plan benefit arrangement - TrustYes
2018: HRSA-ILA FRINGE BENEFIT ESCROW FUND 2018 form 5500 responses
2018-10-01Type of plan entityMulti-employer plan
2018-10-01Plan is a collectively bargained planYes
2018-10-01Plan funding arrangement – TrustYes
2018-10-01Plan benefit arrangement - TrustYes
2017: HRSA-ILA FRINGE BENEFIT ESCROW FUND 2017 form 5500 responses
2017-10-01Type of plan entityMulti-employer plan
2017-10-01Plan is a collectively bargained planYes
2017-10-01Plan funding arrangement – TrustYes
2017-10-01Plan benefit arrangement - TrustYes
2016: HRSA-ILA FRINGE BENEFIT ESCROW FUND 2016 form 5500 responses
2016-10-01Type of plan entityMulti-employer plan
2016-10-01Plan is a collectively bargained planYes
2016-10-01Plan funding arrangement – TrustYes
2016-10-01Plan benefit arrangement - TrustYes
2015: HRSA-ILA FRINGE BENEFIT ESCROW FUND 2015 form 5500 responses
2015-10-01Type of plan entityMulti-employer plan
2015-10-01Plan is a collectively bargained planYes
2015-10-01Plan funding arrangement – TrustYes
2015-10-01Plan benefit arrangement - TrustYes
2014: HRSA-ILA FRINGE BENEFIT ESCROW FUND 2014 form 5500 responses
2014-10-01Type of plan entityMulti-employer plan
2014-10-01Plan is a collectively bargained planYes
2014-10-01Plan funding arrangement – TrustYes
2014-10-01Plan benefit arrangement - TrustYes
2013: HRSA-ILA FRINGE BENEFIT ESCROW FUND 2013 form 5500 responses
2013-10-01Type of plan entityMulti-employer plan
2013-10-01Plan is a collectively bargained planYes
2013-10-01Plan funding arrangement – TrustYes
2013-10-01Plan benefit arrangement - TrustYes
2012: HRSA-ILA FRINGE BENEFIT ESCROW FUND 2012 form 5500 responses
2012-10-01Type of plan entityMulti-employer plan
2012-10-01Plan is a collectively bargained planYes
2012-10-01Plan funding arrangement – TrustYes
2012-10-01Plan benefit arrangement - TrustYes
2011: HRSA-ILA FRINGE BENEFIT ESCROW FUND 2011 form 5500 responses
2011-10-01Type of plan entityMulti-employer plan
2011-10-01Plan is a collectively bargained planYes
2011-10-01Plan funding arrangement – TrustYes
2011-10-01Plan benefit arrangement - TrustYes
2010: HRSA-ILA FRINGE BENEFIT ESCROW FUND 2010 form 5500 responses
2010-10-01Type of plan entityMulti-employer plan
2010-10-01Plan is a collectively bargained planYes
2010-10-01Plan funding arrangement – TrustYes
2010-10-01Plan benefit arrangement - TrustYes
2009: HRSA-ILA FRINGE BENEFIT ESCROW FUND 2009 form 5500 responses
2009-10-01Type of plan entityMulti-employer plan
2009-10-01This submission is the final filingNo
2009-10-01Plan is a collectively bargained planYes
2009-10-01Plan funding arrangement – TrustYes
2009-10-01Plan benefit arrangement - TrustYes
2008: HRSA-ILA FRINGE BENEFIT ESCROW FUND 2008 form 5500 responses
2008-10-01Type of plan entityMulti-employer plan
2008-10-01Submission has been amendedNo
2008-10-01This submission is the final filingNo
2008-10-01This return/report is a short plan year return/report (less than 12 months)No
2008-10-01Plan is a collectively bargained planNo

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