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SOUTHWEST GEORGIA COMMUNITY ACTION COUNCIL, INC. 403(B) TAX DEFERRED ANNUITY PLAN 401k Plan overview

Plan NameSOUTHWEST GEORGIA COMMUNITY ACTION COUNCIL, INC. 403(B) TAX DEFERRED ANNUITY PLAN
Plan identification number 001

SOUTHWEST GEORGIA COMMUNITY ACTION COUNCIL, INC. 403(B) TAX DEFERRED ANNUITY PLAN 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 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.

401k Sponsoring company profile

SOUTHWEST GEORGIA COMMUNITY ACTION COUNCIL, INC. has sponsored the creation of one or more 401k plans.

Company Name:SOUTHWEST GEORGIA COMMUNITY ACTION COUNCIL, INC.
Employer identification number (EIN):580957513
NAIC Classification:624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SOUTHWEST GEORGIA COMMUNITY ACTION COUNCIL, INC. 403(B) TAX DEFERRED ANNUITY PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012017-11-01
0012016-11-01RANDY WELDON RANDY WELDON2018-08-15
0012015-11-01RANDY WELDON RANDY WELDON2017-08-15
0012014-11-01DAVID R. WELDON DAVID R. WELDON2016-08-15
0012013-11-01MYRTIS MULKEY-NDAWULA MYRTIS MULKEY-NDAWULA2015-08-17
0012012-11-01MYRTIS NDAWULA
0012011-11-01MYRTIS NDAWULA
0012009-11-01MYRTIS NDAWULA

Plan Statistics for SOUTHWEST GEORGIA COMMUNITY ACTION COUNCIL, INC. 403(B) TAX DEFERRED ANNUITY PLAN

401k plan membership statisitcs for SOUTHWEST GEORGIA COMMUNITY ACTION COUNCIL, INC. 403(B) TAX DEFERRED ANNUITY PLAN

Measure Date Value
2017: SOUTHWEST GEORGIA COMMUNITY ACTION COUNCIL, INC. 403(B) TAX DEFERRED ANNUITY PLAN 2017 401k membership
Total participants, beginning-of-year2017-11-01708
Total number of active participants reported on line 7a of the Form 55002017-11-010
Number of retired or separated participants receiving benefits2017-11-010
Number of other retired or separated participants entitled to future benefits2017-11-010
Total of all active and inactive participants2017-11-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-11-010
Total participants2017-11-010
Number of participants with account balances2017-11-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-11-010
2016: SOUTHWEST GEORGIA COMMUNITY ACTION COUNCIL, INC. 403(B) TAX DEFERRED ANNUITY PLAN 2016 401k membership
Total participants, beginning-of-year2016-11-01693
Total number of active participants reported on line 7a of the Form 55002016-11-01521
Number of retired or separated participants receiving benefits2016-11-010
Number of other retired or separated participants entitled to future benefits2016-11-01162
Total of all active and inactive participants2016-11-01683
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-11-010
Total participants2016-11-01683
Number of participants with account balances2016-11-01551
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-11-010
2015: SOUTHWEST GEORGIA COMMUNITY ACTION COUNCIL, INC. 403(B) TAX DEFERRED ANNUITY PLAN 2015 401k membership
Total participants, beginning-of-year2015-11-01667
Total number of active participants reported on line 7a of the Form 55002015-11-01536
Number of retired or separated participants receiving benefits2015-11-010
Number of other retired or separated participants entitled to future benefits2015-11-01150
Total of all active and inactive participants2015-11-01686
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-11-010
Total participants2015-11-01686
Number of participants with account balances2015-11-01521
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-11-010
2014: SOUTHWEST GEORGIA COMMUNITY ACTION COUNCIL, INC. 403(B) TAX DEFERRED ANNUITY PLAN 2014 401k membership
Total participants, beginning-of-year2014-11-01737
Total number of active participants reported on line 7a of the Form 55002014-11-01650
Number of retired or separated participants receiving benefits2014-11-010
Number of other retired or separated participants entitled to future benefits2014-11-0130
Total of all active and inactive participants2014-11-01680
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-11-012
Total participants2014-11-01682
Number of participants with account balances2014-11-01393
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-11-010
2013: SOUTHWEST GEORGIA COMMUNITY ACTION COUNCIL, INC. 403(B) TAX DEFERRED ANNUITY PLAN 2013 401k membership
Total participants, beginning-of-year2013-11-01718
Total number of active participants reported on line 7a of the Form 55002013-11-01538
Number of retired or separated participants receiving benefits2013-11-010
Number of other retired or separated participants entitled to future benefits2013-11-0113
Total of all active and inactive participants2013-11-01551
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-11-010
Total participants2013-11-01551
Number of participants with account balances2013-11-01421
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-11-010
2012: SOUTHWEST GEORGIA COMMUNITY ACTION COUNCIL, INC. 403(B) TAX DEFERRED ANNUITY PLAN 2012 401k membership
Total participants, beginning-of-year2012-11-01715
Total number of active participants reported on line 7a of the Form 55002012-11-01471
Number of retired or separated participants receiving benefits2012-11-010
Number of other retired or separated participants entitled to future benefits2012-11-01120
Total of all active and inactive participants2012-11-01591
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-11-010
Total participants2012-11-01591
Number of participants with account balances2012-11-01459
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-11-010
2011: SOUTHWEST GEORGIA COMMUNITY ACTION COUNCIL, INC. 403(B) TAX DEFERRED ANNUITY PLAN 2011 401k membership
Total participants, beginning-of-year2011-11-01640
Total number of active participants reported on line 7a of the Form 55002011-11-01539
Number of other retired or separated participants entitled to future benefits2011-11-01131
Total of all active and inactive participants2011-11-01670
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-11-010
Total participants2011-11-01670
2009: SOUTHWEST GEORGIA COMMUNITY ACTION COUNCIL, INC. 403(B) TAX DEFERRED ANNUITY PLAN 2009 401k membership
Total participants, beginning-of-year2009-11-01806
Total number of active participants reported on line 7a of the Form 55002009-11-01787
Total of all active and inactive participants2009-11-01787
Total participants2009-11-01787
Number of participants with account balances2009-11-01787

Financial Data on SOUTHWEST GEORGIA COMMUNITY ACTION COUNCIL, INC. 403(B) TAX DEFERRED ANNUITY PLAN

Measure Date Value
2018 : SOUTHWEST GEORGIA COMMUNITY ACTION COUNCIL, INC. 403(B) TAX DEFERRED ANNUITY PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-10-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-10-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-10-31$0
Total income from all sources (including contributions)2018-10-31$677,912
Total loss/gain on sale of assets2018-10-31$0
Total of all expenses incurred2018-10-31$1,153,818
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-10-31$1,162,085
Expenses. Certain deemed distributions of participant loans2018-10-31$-36,908
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-10-31$717,562
Value of total assets at end of year2018-10-31$5,086,333
Value of total assets at beginning of year2018-10-31$5,562,239
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-10-31$28,641
Total interest from all sources2018-10-31$7,090
Total dividends received (eg from common stock, registered investment company shares)2018-10-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-10-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2018-10-31$0
Was this plan covered by a fidelity bond2018-10-31Yes
Value of fidelity bond cover2018-10-31$3,700,000
If this is an individual account plan, was there a blackout period2018-10-31No
Were there any nonexempt tranactions with any party-in-interest2018-10-31No
Contributions received from participants2018-10-31$383,963
Participant contributions at end of year2018-10-31$188,727
Participant contributions at beginning of year2018-10-31$204,760
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-10-31No
Income. Non cash contributions2018-10-31$2,267
Value of net income/loss2018-10-31$-475,906
Value of net assets at end of year (total assets less liabilities)2018-10-31$5,086,333
Value of net assets at beginning of year (total assets less liabilities)2018-10-31$5,562,239
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-10-31No
Were any leases to which the plan was party in default or uncollectible2018-10-31No
Investment advisory and management fees2018-10-31$28,641
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-10-31$342,445
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-10-31$340,932
Value of interest in pooled separate accounts at end of year2018-10-31$3,094,966
Value of interest in pooled separate accounts at beginning of year2018-10-31$3,351,541
Income. Interest from loans (other than to participants)2018-10-31$6,937
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-10-31$153
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-10-31$1,460,195
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-10-31$1,665,006
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-10-31$0
Net investment gain/loss from pooled separate accounts2018-10-31$-46,740
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-10-31No
Was there a failure to transmit to the plan any participant contributions2018-10-31Yes
Has the plan failed to provide any benefit when due under the plan2018-10-31No
Contributions received in cash from employer2018-10-31$331,332
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-10-31$1,162,085
Did the plan have assets held for investment2018-10-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-10-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-10-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-10-31Yes
Opinion of an independent qualified public accountant for this plan2018-10-31Disclaimer
Accountancy firm name2018-10-31CLAUSELL & ASSOCIATES, CPA'S P.C.
Accountancy firm EIN2018-10-31581798795
2017 : SOUTHWEST GEORGIA COMMUNITY ACTION COUNCIL, INC. 403(B) TAX DEFERRED ANNUITY PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-10-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-10-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-10-31$0
Total income from all sources (including contributions)2017-10-31$973,966
Total loss/gain on sale of assets2017-10-31$0
Total of all expenses incurred2017-10-31$545,124
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-10-31$534,114
Expenses. Certain deemed distributions of participant loans2017-10-31$-9,013
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-10-31$662,454
Value of total assets at end of year2017-10-31$5,562,239
Value of total assets at beginning of year2017-10-31$5,133,397
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-10-31$20,023
Total interest from all sources2017-10-31$69,424
Total dividends received (eg from common stock, registered investment company shares)2017-10-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-10-31No
Was this plan covered by a fidelity bond2017-10-31Yes
Value of fidelity bond cover2017-10-31$3,500,000
If this is an individual account plan, was there a blackout period2017-10-31No
Were there any nonexempt tranactions with any party-in-interest2017-10-31No
Contributions received from participants2017-10-31$355,258
Participant contributions at end of year2017-10-31$204,760
Participant contributions at beginning of year2017-10-31$243,629
Participant contributions at end of year2017-10-31$0
Participant contributions at beginning of year2017-10-31$28,615
Income. Received or receivable in cash from other sources (including rollovers)2017-10-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-10-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-10-31No
Value of net income/loss2017-10-31$428,842
Value of net assets at end of year (total assets less liabilities)2017-10-31$5,562,239
Value of net assets at beginning of year (total assets less liabilities)2017-10-31$5,133,397
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-10-31No
Were any leases to which the plan was party in default or uncollectible2017-10-31No
Investment advisory and management fees2017-10-31$20,023
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-10-31$340,932
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-10-31$275,139
Value of interest in pooled separate accounts at end of year2017-10-31$3,351,541
Value of interest in pooled separate accounts at beginning of year2017-10-31$2,751,415
Interest on participant loans2017-10-31$16,058
Interest earned on other investments2017-10-31$53,366
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-10-31$1,665,006
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-10-31$1,810,802
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-10-31$60,132
Net investment gain/loss from pooled separate accounts2017-10-31$181,956
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-10-31No
Was there a failure to transmit to the plan any participant contributions2017-10-31Yes
Has the plan failed to provide any benefit when due under the plan2017-10-31No
Contributions received in cash from employer2017-10-31$307,196
Employer contributions (assets) at end of year2017-10-31$0
Employer contributions (assets) at beginning of year2017-10-31$23,797
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-10-31$534,114
Did the plan have assets held for investment2017-10-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-10-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-10-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-10-31Yes
Opinion of an independent qualified public accountant for this plan2017-10-31Disclaimer
Accountancy firm name2017-10-31CLAUSELL & ASSOCIATES, CPA'S P.C.
Accountancy firm EIN2017-10-31581798795
2016 : SOUTHWEST GEORGIA COMMUNITY ACTION COUNCIL, INC. 403(B) TAX DEFERRED ANNUITY PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-10-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-10-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-10-31$0
Total income from all sources (including contributions)2016-10-31$763,419
Total loss/gain on sale of assets2016-10-31$0
Total of all expenses incurred2016-10-31$542,860
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-10-31$497,713
Expenses. Certain deemed distributions of participant loans2016-10-31$17,270
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-10-31$654,445
Value of total assets at end of year2016-10-31$5,133,397
Value of total assets at beginning of year2016-10-31$4,912,838
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-10-31$27,877
Total interest from all sources2016-10-31$62,031
Total dividends received (eg from common stock, registered investment company shares)2016-10-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-10-31No
Was this plan covered by a fidelity bond2016-10-31Yes
Value of fidelity bond cover2016-10-31$3,000,000
If this is an individual account plan, was there a blackout period2016-10-31No
Were there any nonexempt tranactions with any party-in-interest2016-10-31No
Contributions received from participants2016-10-31$353,358
Participant contributions at end of year2016-10-31$243,629
Participant contributions at beginning of year2016-10-31$254,647
Participant contributions at end of year2016-10-31$28,615
Participant contributions at beginning of year2016-10-31$26,750
Income. Received or receivable in cash from other sources (including rollovers)2016-10-31$5,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-10-31No
Value of net income/loss2016-10-31$220,559
Value of net assets at end of year (total assets less liabilities)2016-10-31$5,133,397
Value of net assets at beginning of year (total assets less liabilities)2016-10-31$4,912,838
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-10-31No
Were any leases to which the plan was party in default or uncollectible2016-10-31No
Investment advisory and management fees2016-10-31$26,426
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-10-31$275,139
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-10-31$2,748,765
Value of interest in pooled separate accounts at end of year2016-10-31$2,751,415
Interest on participant loans2016-10-31$8,878
Interest earned on other investments2016-10-31$53,153
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-10-31$1,810,802
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-10-31$1,862,419
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-10-31$-3,773
Net investment gain/loss from pooled separate accounts2016-10-31$50,716
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-10-31No
Was there a failure to transmit to the plan any participant contributions2016-10-31Yes
Has the plan failed to provide any benefit when due under the plan2016-10-31No
Contributions received in cash from employer2016-10-31$296,087
Employer contributions (assets) at end of year2016-10-31$23,797
Employer contributions (assets) at beginning of year2016-10-31$20,257
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-10-31$497,713
Contract administrator fees2016-10-31$1,451
Did the plan have assets held for investment2016-10-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-10-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-10-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-10-31Yes
Opinion of an independent qualified public accountant for this plan2016-10-31Disclaimer
Accountancy firm name2016-10-31CLAUSELL & ASSOCIATES, CPA'S P.C.
Accountancy firm EIN2016-10-31581798795
2015 : SOUTHWEST GEORGIA COMMUNITY ACTION COUNCIL, INC. 403(B) TAX DEFERRED ANNUITY PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-10-31$648,828
Total of all expenses incurred2015-10-31$349,576
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-10-31$363,259
Expenses. Certain deemed distributions of participant loans2015-10-31$-20,689
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-10-31$599,675
Value of total assets at end of year2015-10-31$4,912,838
Value of total assets at beginning of year2015-10-31$4,613,586
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-10-31$7,006
Total interest from all sources2015-10-31$76,022
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-10-31No
Was this plan covered by a fidelity bond2015-10-31Yes
Value of fidelity bond cover2015-10-31$3,700,000
If this is an individual account plan, was there a blackout period2015-10-31No
Were there any nonexempt tranactions with any party-in-interest2015-10-31No
Contributions received from participants2015-10-31$325,650
Participant contributions at end of year2015-10-31$254,647
Participant contributions at beginning of year2015-10-31$221,171
Participant contributions at end of year2015-10-31$26,750
Participant contributions at beginning of year2015-10-31$62,890
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-10-31No
Value of net income/loss2015-10-31$299,252
Value of net assets at end of year (total assets less liabilities)2015-10-31$4,912,838
Value of net assets at beginning of year (total assets less liabilities)2015-10-31$4,613,586
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-10-31No
Were any leases to which the plan was party in default or uncollectible2015-10-31No
Investment advisory and management fees2015-10-31$-17,012
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-10-31$2,748,765
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-10-31$2,266,013
Interest on participant loans2015-10-31$4,668
Interest earned on other investments2015-10-31$71,354
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-10-31$1,862,419
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-10-31$2,007,319
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-10-31$-26,869
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-10-31Yes
Was there a failure to transmit to the plan any participant contributions2015-10-31Yes
Has the plan failed to provide any benefit when due under the plan2015-10-31No
Contributions received in cash from employer2015-10-31$274,025
Employer contributions (assets) at end of year2015-10-31$20,257
Employer contributions (assets) at beginning of year2015-10-31$56,193
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-10-31$363,259
Contract administrator fees2015-10-31$24,018
Did the plan have assets held for investment2015-10-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-10-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-10-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-10-31Yes
Opinion of an independent qualified public accountant for this plan2015-10-31Disclaimer
Accountancy firm name2015-10-31CLAUSELL & ASSOCIATES, CPA'S, P.C.
Accountancy firm EIN2015-10-31581798795
2014 : SOUTHWEST GEORGIA COMMUNITY ACTION COUNCIL, INC. 403(B) TAX DEFERRED ANNUITY PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-10-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-10-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-10-31$0
Total income from all sources (including contributions)2014-10-31$727,833
Total loss/gain on sale of assets2014-10-31$0
Total of all expenses incurred2014-10-31$445,142
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-10-31$290,371
Expenses. Certain deemed distributions of participant loans2014-10-31$146,174
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-10-31$580,798
Value of total assets at end of year2014-10-31$4,613,586
Value of total assets at beginning of year2014-10-31$4,330,895
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-10-31$8,597
Total interest from all sources2014-10-31$95,573
Total dividends received (eg from common stock, registered investment company shares)2014-10-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-10-31No
Was this plan covered by a fidelity bond2014-10-31Yes
Value of fidelity bond cover2014-10-31$3,700,000
If this is an individual account plan, was there a blackout period2014-10-31No
Were there any nonexempt tranactions with any party-in-interest2014-10-31No
Contributions received from participants2014-10-31$308,186
Participant contributions at end of year2014-10-31$221,171
Participant contributions at beginning of year2014-10-31$419,055
Participant contributions at end of year2014-10-31$62,890
Participant contributions at beginning of year2014-10-31$19,852
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-10-31No
Value of net income/loss2014-10-31$282,691
Value of net assets at end of year (total assets less liabilities)2014-10-31$4,613,586
Value of net assets at beginning of year (total assets less liabilities)2014-10-31$4,330,895
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-10-31No
Were any leases to which the plan was party in default or uncollectible2014-10-31No
Investment advisory and management fees2014-10-31$8,597
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-10-31$303,615
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-10-31$1,515,400
Value of interest in pooled separate accounts at end of year2014-10-31$1,962,398
Interest on participant loans2014-10-31$6,704
Interest earned on other investments2014-10-31$88,869
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-10-31$2,007,319
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-10-31$2,354,538
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-10-31$51,462
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-10-31Yes
Was there a failure to transmit to the plan any participant contributions2014-10-31Yes
Has the plan failed to provide any benefit when due under the plan2014-10-31No
Contributions received in cash from employer2014-10-31$272,612
Employer contributions (assets) at end of year2014-10-31$56,193
Employer contributions (assets) at beginning of year2014-10-31$22,050
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-10-31$290,371
Did the plan have assets held for investment2014-10-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-10-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-10-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-10-31Yes
Opinion of an independent qualified public accountant for this plan2014-10-31Disclaimer
Accountancy firm name2014-10-31CLAUSELL & ASSOCIATES, CPA, P.C.
Accountancy firm EIN2014-10-31581798795
2013 : SOUTHWEST GEORGIA COMMUNITY ACTION COUNCIL, INC. 403(B) TAX DEFERRED ANNUITY PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-10-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-10-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-10-31$0
Total income from all sources (including contributions)2013-10-31$860,569
Total loss/gain on sale of assets2013-10-31$0
Total of all expenses incurred2013-10-31$682,116
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-10-31$672,538
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-10-31$653,852
Value of total assets at end of year2013-10-31$4,330,895
Value of total assets at beginning of year2013-10-31$4,152,442
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-10-31$9,578
Total interest from all sources2013-10-31$55,806
Total dividends received (eg from common stock, registered investment company shares)2013-10-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-10-31No
Was this plan covered by a fidelity bond2013-10-31Yes
Value of fidelity bond cover2013-10-31$1,000,000
If this is an individual account plan, was there a blackout period2013-10-31No
Were there any nonexempt tranactions with any party-in-interest2013-10-31No
Contributions received from participants2013-10-31$347,397
Participant contributions at end of year2013-10-31$419,055
Participant contributions at beginning of year2013-10-31$363,059
Participant contributions at end of year2013-10-31$19,852
Participant contributions at beginning of year2013-10-31$24,221
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-10-31No
Value of net income/loss2013-10-31$178,453
Value of net assets at end of year (total assets less liabilities)2013-10-31$4,330,895
Value of net assets at beginning of year (total assets less liabilities)2013-10-31$4,152,442
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-10-31No
Were any leases to which the plan was party in default or uncollectible2013-10-31No
Investment advisory and management fees2013-10-31$-15,798
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-10-31$1,515,400
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-10-31$820,645
Interest on participant loans2013-10-31$4,063
Interest earned on other investments2013-10-31$51,743
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-10-31$2,354,538
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-10-31$2,923,372
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-10-31$150,911
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-10-31Yes
Was there a failure to transmit to the plan any participant contributions2013-10-31No
Has the plan failed to provide any benefit when due under the plan2013-10-31No
Contributions received in cash from employer2013-10-31$306,455
Employer contributions (assets) at end of year2013-10-31$22,050
Employer contributions (assets) at beginning of year2013-10-31$21,145
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-10-31$672,538
Contract administrator fees2013-10-31$25,376
Did the plan have assets held for investment2013-10-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-10-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-10-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-10-31Yes
Opinion of an independent qualified public accountant for this plan2013-10-31Disclaimer
Accountancy firm name2013-10-31CLAUSELL & ASSOCIATES, CPA
Accountancy firm EIN2013-10-31581798795
2012 : SOUTHWEST GEORGIA COMMUNITY ACTION COUNCIL, INC. 403(B) TAX DEFERRED ANNUITY PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-10-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-10-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-10-31$0
Total income from all sources (including contributions)2012-10-31$752,922
Total loss/gain on sale of assets2012-10-31$0
Total of all expenses incurred2012-10-31$342,332
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-10-31$316,231
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-10-31$594,650
Value of total assets at end of year2012-10-31$4,152,442
Value of total assets at beginning of year2012-10-31$3,741,852
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-10-31$26,101
Total interest from all sources2012-10-31$87,744
Total dividends received (eg from common stock, registered investment company shares)2012-10-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-10-31No
Was this plan covered by a fidelity bond2012-10-31Yes
Value of fidelity bond cover2012-10-31$1,000,000
If this is an individual account plan, was there a blackout period2012-10-31No
Were there any nonexempt tranactions with any party-in-interest2012-10-31No
Contributions received from participants2012-10-31$318,600
Participant contributions at end of year2012-10-31$363,059
Participant contributions at beginning of year2012-10-31$331,979
Participant contributions at end of year2012-10-31$24,221
Participant contributions at beginning of year2012-10-31$24,498
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-10-31No
Value of net income/loss2012-10-31$410,590
Value of net assets at end of year (total assets less liabilities)2012-10-31$4,152,442
Value of net assets at beginning of year (total assets less liabilities)2012-10-31$3,741,852
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-10-31No
Were any leases to which the plan was party in default or uncollectible2012-10-31No
Investment advisory and management fees2012-10-31$13,861
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-10-31$335,318
Value of interest in pooled separate accounts at end of year2012-10-31$485,327
Value of interest in pooled separate accounts at beginning of year2012-10-31$688,774
Interest on participant loans2012-10-31$2,146
Interest earned on other investments2012-10-31$85,598
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-10-31$2,923,372
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-10-31$2,673,598
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-10-31$31,503
Net investment gain/loss from pooled separate accounts2012-10-31$39,025
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-10-31No
Was there a failure to transmit to the plan any participant contributions2012-10-31No
Has the plan failed to provide any benefit when due under the plan2012-10-31No
Contributions received in cash from employer2012-10-31$276,050
Employer contributions (assets) at end of year2012-10-31$21,145
Employer contributions (assets) at beginning of year2012-10-31$23,003
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-10-31$316,231
Contract administrator fees2012-10-31$12,240
Did the plan have assets held for investment2012-10-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-10-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-10-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-10-31Yes
Opinion of an independent qualified public accountant for this plan2012-10-31Disclaimer
Accountancy firm name2012-10-31CLAUSELL & ASSOCIATES, CPA'S, P.C.
Accountancy firm EIN2012-10-31581798795
2011 : SOUTHWEST GEORGIA COMMUNITY ACTION COUNCIL, INC. 403(B) TAX DEFERRED ANNUITY PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-10-31$734,962
Total of all expenses incurred2011-10-31$228,703
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-10-31$220,411
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-10-31$626,262
Value of total assets at end of year2011-10-31$3,741,852
Value of total assets at beginning of year2011-10-31$3,257,004
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-10-31$8,292
Total interest from all sources2011-10-31$87,151
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-10-31No
Was this plan covered by a fidelity bond2011-10-31Yes
Value of fidelity bond cover2011-10-31$1,000,000
Were there any nonexempt tranactions with any party-in-interest2011-10-31No
Contributions received from participants2011-10-31$334,278
Participant contributions at end of year2011-10-31$331,979
Participant contributions at beginning of year2011-10-31$271,974
Participant contributions at end of year2011-10-31$24,498
Participant contributions at beginning of year2011-10-31$23,697
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-10-31No
Value of net income/loss2011-10-31$506,259
Value of net assets at end of year (total assets less liabilities)2011-10-31$3,741,852
Value of net assets at beginning of year (total assets less liabilities)2011-10-31$3,257,004
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-10-31No
Were any leases to which the plan was party in default or uncollectible2011-10-31No
Value of interest in pooled separate accounts at end of year2011-10-31$688,774
Value of interest in pooled separate accounts at beginning of year2011-10-31$645,394
Interest on participant loans2011-10-31$2,130
Interest earned on other investments2011-10-31$85,021
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-10-31$2,673,598
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-10-31$2,293,796
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-10-31$21,549
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-10-31Yes
Was there a failure to transmit to the plan any participant contributions2011-10-31No
Has the plan failed to provide any benefit when due under the plan2011-10-31No
Contributions received in cash from employer2011-10-31$291,984
Employer contributions (assets) at end of year2011-10-31$23,003
Employer contributions (assets) at beginning of year2011-10-31$22,143
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-10-31$220,411
Contract administrator fees2011-10-31$8,292
Did the plan have assets held for investment2011-10-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-10-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-10-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-10-31Yes
Opinion of an independent qualified public accountant for this plan2011-10-31Disclaimer
Accountancy firm name2011-10-31CLAUSELL & ASSOCIATES, CPA'S, P.C.
Accountancy firm EIN2011-10-31581798795

Form 5500 Responses for SOUTHWEST GEORGIA COMMUNITY ACTION COUNCIL, INC. 403(B) TAX DEFERRED ANNUITY PLAN

2017: SOUTHWEST GEORGIA COMMUNITY ACTION COUNCIL, INC. 403(B) TAX DEFERRED ANNUITY PLAN 2017 form 5500 responses
2017-11-01Type of plan entitySingle employer plan
2017-11-01Submission has been amendedNo
2017-11-01This submission is the final filingNo
2017-11-01This return/report is a short plan year return/report (less than 12 months)No
2017-11-01Plan is a collectively bargained planNo
2017-11-01Plan funding arrangement – InsuranceYes
2017-11-01Plan funding arrangement – TrustYes
2017-11-01Plan benefit arrangement - TrustYes
2016: SOUTHWEST GEORGIA COMMUNITY ACTION COUNCIL, INC. 403(B) TAX DEFERRED ANNUITY PLAN 2016 form 5500 responses
2016-11-01Type of plan entitySingle employer plan
2016-11-01Submission has been amendedNo
2016-11-01This submission is the final filingNo
2016-11-01This return/report is a short plan year return/report (less than 12 months)No
2016-11-01Plan is a collectively bargained planNo
2016-11-01Plan funding arrangement – InsuranceYes
2016-11-01Plan funding arrangement – TrustYes
2016-11-01Plan benefit arrangement - TrustYes
2015: SOUTHWEST GEORGIA COMMUNITY ACTION COUNCIL, INC. 403(B) TAX DEFERRED ANNUITY PLAN 2015 form 5500 responses
2015-11-01Type of plan entitySingle employer plan
2015-11-01Submission has been amendedNo
2015-11-01This submission is the final filingNo
2015-11-01This return/report is a short plan year return/report (less than 12 months)No
2015-11-01Plan is a collectively bargained planNo
2015-11-01Plan funding arrangement – InsuranceYes
2015-11-01Plan funding arrangement – TrustYes
2015-11-01Plan benefit arrangement – InsuranceYes
2015-11-01Plan benefit arrangement - TrustYes
2014: SOUTHWEST GEORGIA COMMUNITY ACTION COUNCIL, INC. 403(B) TAX DEFERRED ANNUITY PLAN 2014 form 5500 responses
2014-11-01Type of plan entitySingle employer plan
2014-11-01Plan funding arrangement – InsuranceYes
2014-11-01Plan funding arrangement – TrustYes
2014-11-01Plan benefit arrangement - TrustYes
2013: SOUTHWEST GEORGIA COMMUNITY ACTION COUNCIL, INC. 403(B) TAX DEFERRED ANNUITY PLAN 2013 form 5500 responses
2013-11-01Type of plan entitySingle employer plan
2013-11-01Submission has been amendedNo
2013-11-01This submission is the final filingNo
2013-11-01This return/report is a short plan year return/report (less than 12 months)No
2013-11-01Plan is a collectively bargained planNo
2013-11-01Plan funding arrangement – InsuranceYes
2013-11-01Plan funding arrangement – TrustYes
2013-11-01Plan benefit arrangement - TrustYes
2012: SOUTHWEST GEORGIA COMMUNITY ACTION COUNCIL, INC. 403(B) TAX DEFERRED ANNUITY PLAN 2012 form 5500 responses
2012-11-01Type of plan entitySingle employer plan
2012-11-01Submission has been amendedNo
2012-11-01This submission is the final filingNo
2012-11-01This return/report is a short plan year return/report (less than 12 months)No
2012-11-01Plan is a collectively bargained planNo
2012-11-01Plan funding arrangement – InsuranceYes
2012-11-01Plan funding arrangement – TrustYes
2012-11-01Plan benefit arrangement - TrustYes
2011: SOUTHWEST GEORGIA COMMUNITY ACTION COUNCIL, INC. 403(B) TAX DEFERRED ANNUITY PLAN 2011 form 5500 responses
2011-11-01Type of plan entitySingle employer plan
2011-11-01Submission has been amendedYes
2011-11-01This submission is the final filingNo
2011-11-01This return/report is a short plan year return/report (less than 12 months)No
2011-11-01Plan is a collectively bargained planNo
2011-11-01Plan funding arrangement – InsuranceYes
2011-11-01Plan funding arrangement – TrustYes
2011-11-01Plan benefit arrangement - TrustYes
2009: SOUTHWEST GEORGIA COMMUNITY ACTION COUNCIL, INC. 403(B) TAX DEFERRED ANNUITY PLAN 2009 form 5500 responses
2009-11-01Type of plan entitySingle employer plan
2009-11-01First time form 5500 has been submittedYes
2009-11-01Submission has been amendedNo
2009-11-01This submission is the final filingNo
2009-11-01This return/report is a short plan year return/report (less than 12 months)No
2009-11-01Plan is a collectively bargained planNo
2009-11-01Plan funding arrangement – InsuranceYes
2009-11-01Plan funding arrangement – TrustYes
2009-11-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number818597-735
Policy instance 1
Insurance contract or identification number818597-735
Number of Individuals Covered0
Insurance policy start date2017-11-01
Insurance policy end date2018-10-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGPO2865
Policy instance 2
Insurance contract or identification numberGPO2865
Number of Individuals Covered0
Insurance policy start date2017-11-01
Insurance policy end date2018-10-31
Total amount of commissions paid to insurance brokerUSD $3,646
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
RELIASTAR LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67105 )
Policy contract number0229
Policy instance 3
Insurance contract or identification number0229
Number of Individuals Covered0
Insurance policy start date2017-11-01
Insurance policy end date2018-10-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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