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EPISCOPAL CHILDREN'S SERVICES, INC. TAX DEFERRED ANNUITY SAVINGS PLAN 401k Plan overview

Plan NameEPISCOPAL CHILDREN'S SERVICES, INC. TAX DEFERRED ANNUITY SAVINGS PLAN
Plan identification number 001

EPISCOPAL CHILDREN'S SERVICES, INC. TAX DEFERRED ANNUITY SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

EPISCOPAL CHILDREN'S SERVICES, INC. has sponsored the creation of one or more 401k plans.

Company Name:EPISCOPAL CHILDREN'S SERVICES, INC.
Employer identification number (EIN):591146765
NAIC Classification:611000

Additional information about EPISCOPAL CHILDREN'S SERVICES, INC.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 1966-03-31
Company Identification Number: 710640
Legal Registered Office Address: One Independent Drive

JACKSONVILLE

32202

More information about EPISCOPAL CHILDREN'S SERVICES, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EPISCOPAL CHILDREN'S SERVICES, INC. TAX DEFERRED ANNUITY SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01HEATHER HODGES2023-10-12
0012021-01-01HEATHER HODGES2022-09-15
0012020-01-01HEATHER HODGES2021-10-01
0012019-01-01HEATHER HODGES2020-10-12
0012018-01-01HEATHER HODGES2019-10-14
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01HEATHER HODGES
0012012-01-01HEATHER HODGES

Plan Statistics for EPISCOPAL CHILDREN'S SERVICES, INC. TAX DEFERRED ANNUITY SAVINGS PLAN

401k plan membership statisitcs for EPISCOPAL CHILDREN'S SERVICES, INC. TAX DEFERRED ANNUITY SAVINGS PLAN

Measure Date Value
2022: EPISCOPAL CHILDREN'S SERVICES, INC. TAX DEFERRED ANNUITY SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01812
Total number of active participants reported on line 7a of the Form 55002022-01-01723
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0189
Total of all active and inactive participants2022-01-01812
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01812
Number of participants with account balances2022-01-01541
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0133
2021: EPISCOPAL CHILDREN'S SERVICES, INC. TAX DEFERRED ANNUITY SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01803
Total number of active participants reported on line 7a of the Form 55002021-01-01767
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0164
Total of all active and inactive participants2021-01-01831
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01831
Number of participants with account balances2021-01-01512
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0124
2020: EPISCOPAL CHILDREN'S SERVICES, INC. TAX DEFERRED ANNUITY SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01699
Total number of active participants reported on line 7a of the Form 55002020-01-01766
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0146
Total of all active and inactive participants2020-01-01812
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01812
Number of participants with account balances2020-01-01469
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0120
2019: EPISCOPAL CHILDREN'S SERVICES, INC. TAX DEFERRED ANNUITY SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01688
Total number of active participants reported on line 7a of the Form 55002019-01-01651
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0150
Total of all active and inactive participants2019-01-01701
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01701
Number of participants with account balances2019-01-01414
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0113
2018: EPISCOPAL CHILDREN'S SERVICES, INC. TAX DEFERRED ANNUITY SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01691
Total number of active participants reported on line 7a of the Form 55002018-01-01646
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0168
Total of all active and inactive participants2018-01-01714
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01714
Number of participants with account balances2018-01-01361
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0125
2017: EPISCOPAL CHILDREN'S SERVICES, INC. TAX DEFERRED ANNUITY SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01725
Total number of active participants reported on line 7a of the Form 55002017-01-01615
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0178
Total of all active and inactive participants2017-01-01693
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01693
Number of participants with account balances2017-01-01363
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-016
2016: EPISCOPAL CHILDREN'S SERVICES, INC. TAX DEFERRED ANNUITY SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01455
Total number of active participants reported on line 7a of the Form 55002016-01-01545
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01177
Total of all active and inactive participants2016-01-01722
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01722
Number of participants with account balances2016-01-01420
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0112
2015: EPISCOPAL CHILDREN'S SERVICES, INC. TAX DEFERRED ANNUITY SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01449
Total number of active participants reported on line 7a of the Form 55002015-01-01276
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01172
Total of all active and inactive participants2015-01-01448
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01448
Number of participants with account balances2015-01-01335
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0118
2014: EPISCOPAL CHILDREN'S SERVICES, INC. TAX DEFERRED ANNUITY SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01409
Total number of active participants reported on line 7a of the Form 55002014-01-01291
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01155
Total of all active and inactive participants2014-01-01446
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01446
Number of participants with account balances2014-01-01328
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0114
2013: EPISCOPAL CHILDREN'S SERVICES, INC. TAX DEFERRED ANNUITY SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01412
Total number of active participants reported on line 7a of the Form 55002013-01-01264
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01138
Total of all active and inactive participants2013-01-01402
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01402
Number of participants with account balances2013-01-01321
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0137
2012: EPISCOPAL CHILDREN'S SERVICES, INC. TAX DEFERRED ANNUITY SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01430
Total number of active participants reported on line 7a of the Form 55002012-01-01285
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01122
Total of all active and inactive participants2012-01-01407
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01407
Number of participants with account balances2012-01-01342
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-017

Financial Data on EPISCOPAL CHILDREN'S SERVICES, INC. TAX DEFERRED ANNUITY SAVINGS PLAN

Measure Date Value
2022 : EPISCOPAL CHILDREN'S SERVICES, INC. TAX DEFERRED ANNUITY SAVINGS PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$378,107
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$372,928
Total income from all sources (including contributions)2022-12-31$348,140
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,406,510
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,309,426
Value of total corrective distributions2022-12-31$13,259
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,758,405
Value of total assets at end of year2022-12-31$9,485,472
Value of total assets at beginning of year2022-12-31$10,538,663
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$83,825
Total interest from all sources2022-12-31$14,882
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
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$1,056,242
Participant contributions at end of year2022-12-31$264,539
Participant contributions at beginning of year2022-12-31$204,859
Participant contributions at end of year2022-12-31$25
Participant contributions at beginning of year2022-12-31$25
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$27,623
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$378,107
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$372,928
Administrative expenses (other) incurred2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,058,370
Value of net assets at end of year (total assets less liabilities)2022-12-31$9,107,365
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$10,165,735
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
Investment advisory and management fees2022-12-31$83,825
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$8,437,118
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$9,489,735
Interest on participant loans2022-12-31$13,477
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$1,405
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$783,492
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$843,746
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,425,147
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$674,540
Employer contributions (assets) at end of year2022-12-31$298
Employer contributions (assets) at beginning of year2022-12-31$298
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,309,426
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$0
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 name2022-12-31FORVIS, LLP
Accountancy firm EIN2022-12-31440160260
2021 : EPISCOPAL CHILDREN'S SERVICES, INC. TAX DEFERRED ANNUITY SAVINGS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$372,928
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$259,111
Total income from all sources (including contributions)2021-12-31$2,665,069
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$429,597
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$347,014
Expenses. Certain deemed distributions of participant loans2021-12-31$-2,624
Value of total corrective distributions2021-12-31$8,624
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,564,708
Value of total assets at end of year2021-12-31$10,538,663
Value of total assets at beginning of year2021-12-31$8,189,374
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$76,583
Total interest from all sources2021-12-31$13,135
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$969,559
Participant contributions at end of year2021-12-31$204,859
Participant contributions at beginning of year2021-12-31$231,197
Participant contributions at end of year2021-12-31$25
Participant contributions at beginning of year2021-12-31$60
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$8,506
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$372,928
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$259,111
Other income not declared elsewhere2021-12-31$1,087,226
Administrative expenses (other) incurred2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$2,235,472
Value of net assets at end of year (total assets less liabilities)2021-12-31$10,165,735
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$7,930,263
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
Investment advisory and management fees2021-12-31$76,583
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$9,489,735
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$7,330,267
Income. Interest from loans (other than to participants)2021-12-31$11,722
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$1,413
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$843,746
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$627,552
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
Assets. Invements in employer securities at beginning of year2021-12-31$0
Contributions received in cash from employer2021-12-31$586,643
Employer contributions (assets) at end of year2021-12-31$298
Employer contributions (assets) at beginning of year2021-12-31$298
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$347,014
Liabilities. Value of benefit claims payable at end of year2021-12-31$0
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 name2021-12-31FORVIS, LLP
Accountancy firm EIN2021-12-31440160260
2020 : EPISCOPAL CHILDREN'S SERVICES, INC. TAX DEFERRED ANNUITY SAVINGS PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$259,111
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$182,868
Total income from all sources (including contributions)2020-12-31$2,286,703
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$345,095
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$271,466
Expenses. Certain deemed distributions of participant loans2020-12-31$2,675
Value of total corrective distributions2020-12-31$5,113
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,416,874
Value of total assets at end of year2020-12-31$8,189,374
Value of total assets at beginning of year2020-12-31$6,171,523
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$65,841
Total interest from all sources2020-12-31$16,803
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
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$770,271
Participant contributions at end of year2020-12-31$231,197
Participant contributions at beginning of year2020-12-31$263,642
Participant contributions at end of year2020-12-31$60
Participant contributions at beginning of year2020-12-31$24,460
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$119,441
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$259,111
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$182,868
Administrative expenses (other) incurred2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,941,608
Value of net assets at end of year (total assets less liabilities)2020-12-31$7,930,263
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$5,988,655
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
Investment advisory and management fees2020-12-31$65,841
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$7,330,267
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$5,386,738
Interest on participant loans2020-12-31$13,660
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$3,143
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$627,552
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$477,839
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$853,026
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
Assets. Invements in employer securities at end of year2020-12-31$0
Assets. Invements in employer securities at beginning of year2020-12-31$0
Contributions received in cash from employer2020-12-31$527,162
Employer contributions (assets) at end of year2020-12-31$298
Employer contributions (assets) at beginning of year2020-12-31$18,844
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$271,466
Contract administrator fees2020-12-31$0
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 name2020-12-31DIXON HUGHES GOODMAN LLP
Accountancy firm EIN2020-12-31560747981
2019 : EPISCOPAL CHILDREN'S SERVICES, INC. TAX DEFERRED ANNUITY SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$182,868
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$120,635
Total income from all sources (including contributions)2019-12-31$1,901,670
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$375,196
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$312,258
Value of total corrective distributions2019-12-31$6,513
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$972,541
Value of total assets at end of year2019-12-31$6,171,523
Value of total assets at beginning of year2019-12-31$4,582,816
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$56,425
Total interest from all sources2019-12-31$15,940
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
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$572,400
Participant contributions at end of year2019-12-31$263,642
Participant contributions at beginning of year2019-12-31$254,492
Participant contributions at end of year2019-12-31$24,460
Participant contributions at beginning of year2019-12-31$19,506
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$5,069
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$182,868
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$120,635
Administrative expenses (other) incurred2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$1,526,474
Value of net assets at end of year (total assets less liabilities)2019-12-31$5,988,655
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$4,462,181
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$5,386,738
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$3,937,158
Interest on participant loans2019-12-31$12,617
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$3,323
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$477,839
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$347,847
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$913,189
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$395,072
Employer contributions (assets) at end of year2019-12-31$18,844
Employer contributions (assets) at beginning of year2019-12-31$23,813
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$312,258
Contract administrator fees2019-12-31$56,425
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 name2019-12-31RALSTON & COMPANY PA
Accountancy firm EIN2019-12-31591514060
2018 : EPISCOPAL CHILDREN'S SERVICES, INC. TAX DEFERRED ANNUITY SAVINGS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$120,635
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$99,261
Total income from all sources (including contributions)2018-12-31$570,243
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$645,653
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$578,964
Value of total corrective distributions2018-12-31$5,325
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$797,635
Value of total assets at end of year2018-12-31$4,582,816
Value of total assets at beginning of year2018-12-31$4,636,852
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$61,364
Total interest from all sources2018-12-31$12,727
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
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$444,976
Participant contributions at end of year2018-12-31$254,492
Participant contributions at beginning of year2018-12-31$208,751
Participant contributions at end of year2018-12-31$19,506
Participant contributions at beginning of year2018-12-31$15,718
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$39,905
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$120,635
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$99,261
Administrative expenses (other) incurred2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-75,410
Value of net assets at end of year (total assets less liabilities)2018-12-31$4,462,181
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$4,537,591
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$3,937,158
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$4,089,514
Interest on participant loans2018-12-31$9,320
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$3,407
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$347,847
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$294,694
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-240,119
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$312,754
Employer contributions (assets) at end of year2018-12-31$23,813
Employer contributions (assets) at beginning of year2018-12-31$28,175
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$578,964
Contract administrator fees2018-12-31$61,364
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 name2018-12-31RALSTON & COMPANY PA
Accountancy firm EIN2018-12-31591514060
2017 : EPISCOPAL CHILDREN'S SERVICES, INC. TAX DEFERRED ANNUITY SAVINGS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$99,261
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$58,942
Total income from all sources (including contributions)2017-12-31$1,328,693
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$433,528
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$372,302
Value of total corrective distributions2017-12-31$2,846
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$789,321
Value of total assets at end of year2017-12-31$4,636,852
Value of total assets at beginning of year2017-12-31$3,701,368
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$58,380
Total interest from all sources2017-12-31$10,032
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
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$372,397
Participant contributions at end of year2017-12-31$208,751
Participant contributions at beginning of year2017-12-31$151,235
Participant contributions at end of year2017-12-31$15,718
Participant contributions at beginning of year2017-12-31$12,292
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$206,425
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$13,266
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$99,261
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$58,942
Administrative expenses (other) incurred2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$895,165
Value of net assets at end of year (total assets less liabilities)2017-12-31$4,537,591
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$3,642,426
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$4,089,514
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$3,468,157
Interest on participant loans2017-12-31$6,172
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$3,860
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$294,694
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$46,742
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$529,340
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$210,499
Employer contributions (assets) at end of year2017-12-31$28,175
Employer contributions (assets) at beginning of year2017-12-31$22,942
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$359,036
Contract administrator fees2017-12-31$58,380
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 name2017-12-31RALSTON & COMPANY PA
Accountancy firm EIN2017-12-31591514060
2016 : EPISCOPAL CHILDREN'S SERVICES, INC. TAX DEFERRED ANNUITY SAVINGS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$58,942
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$98,153
Total income from all sources (including contributions)2016-12-31$715,491
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$500,285
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$450,172
Value of total corrective distributions2016-12-31$2,748
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$477,206
Value of total assets at end of year2016-12-31$3,701,368
Value of total assets at beginning of year2016-12-31$3,525,373
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$47,365
Total interest from all sources2016-12-31$9,069
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$385,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$231,971
Participant contributions at end of year2016-12-31$151,235
Participant contributions at beginning of year2016-12-31$177,014
Participant contributions at end of year2016-12-31$12,292
Participant contributions at beginning of year2016-12-31$1,647
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$77,962
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$1,996
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$58,942
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$98,153
Administrative expenses (other) incurred2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$215,206
Value of net assets at end of year (total assets less liabilities)2016-12-31$3,642,426
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$3,427,220
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$3,468,157
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$3,259,396
Interest on participant loans2016-12-31$4,914
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$4,155
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$46,742
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$70,057
Net gain/loss from 103.12 investment entities2016-12-31$229,216
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$167,273
Employer contributions (assets) at end of year2016-12-31$22,942
Employer contributions (assets) at beginning of year2016-12-31$17,259
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$448,176
Contract administrator fees2016-12-31$47,365
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 name2016-12-31RALSTON & COMPANY PA
Accountancy firm EIN2016-12-31591514060
2015 : EPISCOPAL CHILDREN'S SERVICES, INC. TAX DEFERRED ANNUITY SAVINGS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$98,153
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$78,991
Total income from all sources (including contributions)2015-12-31$318,185
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$579,515
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$528,017
Value of total corrective distributions2015-12-31$2,444
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$369,207
Value of total assets at end of year2015-12-31$3,525,373
Value of total assets at beginning of year2015-12-31$3,767,541
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$49,054
Total interest from all sources2015-12-31$10,654
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$385,000
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$213,740
Participant contributions at end of year2015-12-31$177,014
Participant contributions at beginning of year2015-12-31$197,020
Participant contributions at end of year2015-12-31$1,647
Participant contributions at beginning of year2015-12-31$185
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$5
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$98,153
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$78,991
Administrative expenses (other) incurred2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-261,330
Value of net assets at end of year (total assets less liabilities)2015-12-31$3,427,220
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$3,688,550
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$3,259,396
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$3,327,247
Interest on participant loans2015-12-31$5,724
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$4,930
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$70,057
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$234,329
Net gain/loss from 103.12 investment entities2015-12-31$-61,676
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$155,462
Employer contributions (assets) at end of year2015-12-31$17,259
Employer contributions (assets) at beginning of year2015-12-31$8,760
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$528,017
Contract administrator fees2015-12-31$49,054
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 name2015-12-31RALSTON & COMPANY PA
Accountancy firm EIN2015-12-31591514060
2014 : EPISCOPAL CHILDREN'S SERVICES, INC. TAX DEFERRED ANNUITY SAVINGS PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$78,991
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$55,850
Total income from all sources (including contributions)2014-12-31$630,609
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$339,768
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$301,611
Value of total corrective distributions2014-12-31$2,243
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$470,187
Value of total assets at end of year2014-12-31$3,767,541
Value of total assets at beginning of year2014-12-31$3,453,559
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$35,914
Total interest from all sources2014-12-31$17,997
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$385,000
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$227,732
Participant contributions at end of year2014-12-31$197,020
Participant contributions at beginning of year2014-12-31$139,282
Participant contributions at end of year2014-12-31$185
Participant contributions at beginning of year2014-12-31$6,233
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$90,103
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$78,991
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$55,850
Administrative expenses (other) incurred2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$290,841
Value of net assets at end of year (total assets less liabilities)2014-12-31$3,688,550
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$3,397,709
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$3,327,247
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$2,955,930
Interest on participant loans2014-12-31$5,618
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$12,379
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$234,329
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$338,329
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$142,425
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$152,352
Employer contributions (assets) at end of year2014-12-31$8,760
Employer contributions (assets) at beginning of year2014-12-31$13,785
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$301,611
Contract administrator fees2014-12-31$35,914
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 name2014-12-31RALSTON & COMPANY PA
Accountancy firm EIN2014-12-31591514060
2013 : EPISCOPAL CHILDREN'S SERVICES, INC. TAX DEFERRED ANNUITY SAVINGS PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$55,850
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$845,580
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$714,928
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$679,541
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$426,770
Value of total assets at end of year2013-12-31$3,453,559
Value of total assets at beginning of year2013-12-31$3,267,057
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$35,387
Total interest from all sources2013-12-31$12,854
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$350,000
If this is an individual account plan, was there a blackout period2013-12-31Yes
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$212,260
Participant contributions at end of year2013-12-31$139,282
Participant contributions at beginning of year2013-12-31$116,214
Participant contributions at end of year2013-12-31$6,233
Participant contributions at beginning of year2013-12-31$8,367
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$55,697
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$55,850
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$0
Administrative expenses (other) incurred2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Income. Non cash contributions2013-12-31$0
Value of net income/loss2013-12-31$130,652
Value of net assets at end of year (total assets less liabilities)2013-12-31$3,397,709
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$3,267,057
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$2,955,930
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$2,638,011
Interest on participant loans2013-12-31$2,586
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$10,268
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$338,329
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$399,835
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$405,956
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$158,813
Employer contributions (assets) at end of year2013-12-31$13,785
Employer contributions (assets) at beginning of year2013-12-31$104,630
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$679,541
Contract administrator fees2013-12-31$35,387
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31Yes
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 name2013-12-31RALSTON & COMPANY PA
Accountancy firm EIN2013-12-31591514060
2012 : EPISCOPAL CHILDREN'S SERVICES, INC. TAX DEFERRED ANNUITY SAVINGS PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
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$741,071
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$549,367
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$540,716
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$471,646
Value of total assets at end of year2012-12-31$3,290,317
Value of total assets at beginning of year2012-12-31$3,098,613
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$8,651
Total interest from all sources2012-12-31$15,132
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$35,000
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$196,137
Participant contributions at end of year2012-12-31$116,214
Participant contributions at beginning of year2012-12-31$86,224
Participant contributions at end of year2012-12-31$8,367
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$7,188
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$0
Administrative expenses (other) incurred2012-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Income. Non cash contributions2012-12-31$0
Value of net income/loss2012-12-31$191,704
Value of net assets at end of year (total assets less liabilities)2012-12-31$3,290,317
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$3,098,613
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$2,638,011
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$2,479,150
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$15,132
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$399,835
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$466,644
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$254,293
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$268,321
Employer contributions (assets) at end of year2012-12-31$127,890
Employer contributions (assets) at beginning of year2012-12-31$66,595
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$540,716
Contract administrator fees2012-12-31$8,651
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 name2012-12-31RALSTON & COMPANY PA
Accountancy firm EIN2012-12-31591514060

Form 5500 Responses for EPISCOPAL CHILDREN'S SERVICES, INC. TAX DEFERRED ANNUITY SAVINGS PLAN

2022: EPISCOPAL CHILDREN'S SERVICES, INC. TAX DEFERRED ANNUITY SAVINGS PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: EPISCOPAL CHILDREN'S SERVICES, INC. TAX DEFERRED ANNUITY SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: EPISCOPAL CHILDREN'S SERVICES, INC. TAX DEFERRED ANNUITY SAVINGS PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: EPISCOPAL CHILDREN'S SERVICES, INC. TAX DEFERRED ANNUITY SAVINGS PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: EPISCOPAL CHILDREN'S SERVICES, INC. TAX DEFERRED ANNUITY SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: EPISCOPAL CHILDREN'S SERVICES, INC. TAX DEFERRED ANNUITY SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: EPISCOPAL CHILDREN'S SERVICES, INC. TAX DEFERRED ANNUITY SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: EPISCOPAL CHILDREN'S SERVICES, INC. TAX DEFERRED ANNUITY SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: EPISCOPAL CHILDREN'S SERVICES, INC. TAX DEFERRED ANNUITY SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: EPISCOPAL CHILDREN'S SERVICES, INC. TAX DEFERRED ANNUITY SAVINGS PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: EPISCOPAL CHILDREN'S SERVICES, INC. TAX DEFERRED ANNUITY SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedYes
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 – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number62870
Policy instance 4
Insurance contract or identification number62870
Number of Individuals Covered30
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number350167
Policy instance 3
Insurance contract or identification number350167
Number of Individuals Covered1
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number815328-0000
Policy instance 2
Insurance contract or identification number815328-0000
Number of Individuals Covered7
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG76264
Policy instance 1
Insurance contract or identification numberG76264
Number of Individuals Covered525
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG76264
Policy instance 1
Insurance contract or identification numberG76264
Number of Individuals Covered491
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number350167
Policy instance 2
Insurance contract or identification number350167
Number of Individuals Covered2
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number62870
Policy instance 3
Insurance contract or identification number62870
Number of Individuals Covered33
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number815328-0000
Policy instance 4
Insurance contract or identification number815328-0000
Number of Individuals Covered7
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number62870
Policy instance 1
Insurance contract or identification number62870
Number of Individuals Covered34
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG76264
Policy instance 2
Insurance contract or identification numberG76264
Number of Individuals Covered448
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number815328-0000
Policy instance 3
Insurance contract or identification number815328-0000
Number of Individuals Covered7
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number350167
Policy instance 4
Insurance contract or identification number350167
Number of Individuals Covered2
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number62870
Policy instance 1
Insurance contract or identification number62870
Number of Individuals Covered35
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG76264
Policy instance 2
Insurance contract or identification numberG76264
Number of Individuals Covered390
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number350167
Policy instance 3
Insurance contract or identification number350167
Number of Individuals Covered2
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number815328-0000
Policy instance 4
Insurance contract or identification number815328-0000
Number of Individuals Covered7
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number350167
Policy instance 1
Insurance contract or identification number350167
Number of Individuals Covered3
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG76264
Policy instance 2
Insurance contract or identification numberG76264
Number of Individuals Covered328
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number815328-0000
Policy instance 3
Insurance contract or identification number815328-0000
Number of Individuals Covered7
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number62870
Policy instance 4
Insurance contract or identification number62870
Number of Individuals Covered39
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG76264
Policy instance 4
Insurance contract or identification numberG76264
Number of Individuals Covered323
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number815328-0000
Policy instance 3
Insurance contract or identification number815328-0000
Number of Individuals Covered9
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number350167
Policy instance 2
Insurance contract or identification number350167
Number of Individuals Covered3
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number62870
Policy instance 1
Insurance contract or identification number62870
Number of Individuals Covered47
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number350167
Policy instance 4
Insurance contract or identification number350167
Number of Individuals Covered3
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contracts With Unallocated Funds Deposit Administration1
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number815328-0000
Policy instance 2
Insurance contract or identification number815328-0000
Number of Individuals Covered24
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $2
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $2
Insurance broker organization code?3
Insurance broker nameW. STEEDLEY
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG76264
Policy instance 3
Insurance contract or identification numberG76264
Number of Individuals Covered237
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number62870
Policy instance 1
Insurance contract or identification number62870
Number of Individuals Covered128
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contracts With Unallocated Funds Deposit Administration1
Insurance broker organization code?3
Insurance broker nameTIMOTHY LANIERI
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number815328-0000
Policy instance 1
Insurance contract or identification number815328-0000
Number of Individuals Covered26
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG76264
Policy instance 2
Insurance contract or identification numberG76264
Number of Individuals Covered232
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number62870
Policy instance 3
Insurance contract or identification number62870
Number of Individuals Covered131
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $25
Total amount of fees paid to insurance companyUSD $0
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $25
Insurance broker organization code?3
Insurance broker nameTIMOTHY LANIERI
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number350167
Policy instance 4
Insurance contract or identification number350167
Number of Individuals Covered5
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number815328-0000
Policy instance 4
Insurance contract or identification number815328-0000
Number of Individuals Covered27
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $8
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4
Insurance broker organization code?3
Insurance broker nameW STEEDLEY
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG76051
Policy instance 3
Insurance contract or identification numberG76051
Number of Individuals Covered226
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number350167
Policy instance 2
Insurance contract or identification number350167
Number of Individuals Covered15
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number62870
Policy instance 1
Insurance contract or identification number62870
Number of Individuals Covered134
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $65
Total amount of fees paid to insurance companyUSD $0
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $65
Insurance broker organization code?3
Insurance broker nameTIMOTHY LANIERI
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number350167
Policy instance 2
Insurance contract or identification number350167
Number of Individuals Covered15
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Contracts With Unallocated Funds Deposit Administration1
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number62870
Policy instance 3
Insurance contract or identification number62870
Number of Individuals Covered198
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $190
Contracts With Unallocated Funds Deposit Administration1
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number62870
Policy instance 1
Insurance contract or identification number62870
Number of Individuals Covered198
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $190
Contracts With Unallocated Funds Deposit Administration1
Commission paid to Insurance BrokerUSD $167
Insurance broker organization code?3
Insurance broker nameKEISHA EAGLIN
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number815328-0000
Policy instance 2
Insurance contract or identification number815328-0000
Number of Individuals Covered176
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $3,507
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $1,752
Insurance broker organization code?3
Insurance broker nameW STEEDLEY
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number350167
Policy instance 3
Insurance contract or identification number350167
Number of Individuals Covered15
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Contracts With Unallocated Funds Deposit Administration1
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number815328-0000
Policy instance 1
Insurance contract or identification number815328-0000
Number of Individuals Covered176
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $3,507
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes

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