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HOME OF THE INNOCENTS 401(K) AND RETIREMENT PLAN 401k Plan overview

Plan NameHOME OF THE INNOCENTS 401(K) AND RETIREMENT PLAN
Plan identification number 001

HOME OF THE INNOCENTS 401(K) AND RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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

THE HOME OF THE INNOCENTS, INC. has sponsored the creation of one or more 401k plans.

Company Name:THE HOME OF THE INNOCENTS, INC.
Employer identification number (EIN):610445834
NAIC Classification:623000
NAIC Description: Nursing and Residential Care Facilities

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HOME OF THE INNOCENTS 401(K) AND RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01SUSAN VEECH2023-10-07
0012021-01-01SUSAN VEECH2022-10-04
0012020-01-01SUSAN VEECH2021-10-13
0012019-01-01SUSAN VEECH2020-10-04
0012018-01-01SUSAN VEECH2019-08-25
0012017-01-01
0012016-01-01
0012015-01-01EULALIE FEE
0012014-01-01EULALIE FEE
0012013-01-01EULALIE FEE
0012012-01-01EULALIE FEE
0012011-01-01EULALIE FEE
0012009-01-01MELISSA IVERSON

Plan Statistics for HOME OF THE INNOCENTS 401(K) AND RETIREMENT PLAN

401k plan membership statisitcs for HOME OF THE INNOCENTS 401(K) AND RETIREMENT PLAN

Measure Date Value
2022: HOME OF THE INNOCENTS 401(K) AND RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01690
Total number of active participants reported on line 7a of the Form 55002022-01-01454
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01173
Total of all active and inactive participants2022-01-01627
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01627
Number of participants with account balances2022-01-01594
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-01132
2021: HOME OF THE INNOCENTS 401(K) AND RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01715
Total number of active participants reported on line 7a of the Form 55002021-01-01477
Number of retired or separated participants receiving benefits2021-01-011
Number of other retired or separated participants entitled to future benefits2021-01-01206
Total of all active and inactive participants2021-01-01684
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01684
Number of participants with account balances2021-01-01641
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0197
2020: HOME OF THE INNOCENTS 401(K) AND RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01719
Total number of active participants reported on line 7a of the Form 55002020-01-01565
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01150
Total of all active and inactive participants2020-01-01715
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01715
Number of participants with account balances2020-01-01636
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-01126
2019: HOME OF THE INNOCENTS 401(K) AND RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01736
Total number of active participants reported on line 7a of the Form 55002019-01-01558
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01150
Total of all active and inactive participants2019-01-01708
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01708
Number of participants with account balances2019-01-01652
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-01153
2018: HOME OF THE INNOCENTS 401(K) AND RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01711
Total number of active participants reported on line 7a of the Form 55002018-01-01597
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01133
Total of all active and inactive participants2018-01-01730
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01730
Number of participants with account balances2018-01-01677
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-01124
2017: HOME OF THE INNOCENTS 401(K) AND RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01769
Total number of active participants reported on line 7a of the Form 55002017-01-01569
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01130
Total of all active and inactive participants2017-01-01699
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01699
Number of participants with account balances2017-01-01643
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-01139
2016: HOME OF THE INNOCENTS 401(K) AND RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01771
Total number of active participants reported on line 7a of the Form 55002016-01-01559
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01206
Total of all active and inactive participants2016-01-01765
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01765
Number of participants with account balances2016-01-01691
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-01121
2015: HOME OF THE INNOCENTS 401(K) AND RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01715
Total number of active participants reported on line 7a of the Form 55002015-01-01524
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01229
Total of all active and inactive participants2015-01-01753
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-012
Total participants2015-01-01755
Number of participants with account balances2015-01-01653
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-01114
2014: HOME OF THE INNOCENTS 401(K) AND RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01720
Total number of active participants reported on line 7a of the Form 55002014-01-01501
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01198
Total of all active and inactive participants2014-01-01699
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01699
Number of participants with account balances2014-01-01621
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-01115
2013: HOME OF THE INNOCENTS 401(K) AND RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01725
Total number of active participants reported on line 7a of the Form 55002013-01-01532
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01178
Total of all active and inactive participants2013-01-01710
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01710
Number of participants with account balances2013-01-01646
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0147
2012: HOME OF THE INNOCENTS 401(K) AND RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01670
Total number of active participants reported on line 7a of the Form 55002012-01-01551
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01163
Total of all active and inactive participants2012-01-01714
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01714
Number of participants with account balances2012-01-01644
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0125
2011: HOME OF THE INNOCENTS 401(K) AND RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01596
Total number of active participants reported on line 7a of the Form 55002011-01-01503
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01151
Total of all active and inactive participants2011-01-01654
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01654
Number of participants with account balances2011-01-01607
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0133
2009: HOME OF THE INNOCENTS 401(K) AND RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01490
Total number of active participants reported on line 7a of the Form 55002009-01-01428
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0184
Total of all active and inactive participants2009-01-01512
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01512
Number of participants with account balances2009-01-01484
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0122

Financial Data on HOME OF THE INNOCENTS 401(K) AND RETIREMENT PLAN

Measure Date Value
2022 : HOME OF THE INNOCENTS 401(K) AND RETIREMENT 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-1,335,009
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,384,616
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,325,138
Value of total corrective distributions2022-12-31$28,347
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,732,064
Value of total assets at end of year2022-12-31$15,936,985
Value of total assets at beginning of year2022-12-31$18,656,610
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$31,131
Total interest from all sources2022-12-31$89,824
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$1,000,000
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$1,313,084
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$106,667
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-2,719,625
Value of net assets at end of year (total assets less liabilities)2022-12-31$15,936,985
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$18,656,610
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in pooled separate accounts at end of year2022-12-31$12,888,195
Value of interest in pooled separate accounts at beginning of year2022-12-31$16,139,809
Interest earned on other investments2022-12-31$89,824
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$3,022,209
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$2,503,356
Net investment gain/loss from pooled separate accounts2022-12-31$-3,156,897
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$312,313
Employer contributions (assets) at end of year2022-12-31$26,581
Employer contributions (assets) at beginning of year2022-12-31$13,445
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,325,138
Contract administrator fees2022-12-31$31,131
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 name2022-12-31DEMING, MALONE, LIVESAY & OSTROFF
Accountancy firm EIN2022-12-31611064249
2021 : HOME OF THE INNOCENTS 401(K) AND RETIREMENT 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$4,059,246
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,286,293
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,242,685
Value of total corrective distributions2021-12-31$16,790
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,602,073
Value of total assets at end of year2021-12-31$18,656,610
Value of total assets at beginning of year2021-12-31$15,883,657
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$26,818
Total interest from all sources2021-12-31$78,086
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$1,000,000
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$1,230,523
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$149,536
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$2,772,953
Value of net assets at end of year (total assets less liabilities)2021-12-31$18,656,610
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$15,883,657
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in pooled separate accounts at end of year2021-12-31$16,139,809
Value of interest in pooled separate accounts at beginning of year2021-12-31$13,611,837
Interest earned on other investments2021-12-31$78,086
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$2,503,356
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$2,271,820
Net investment gain/loss from pooled separate accounts2021-12-31$2,379,087
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$222,014
Employer contributions (assets) at end of year2021-12-31$13,445
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,242,685
Contract administrator fees2021-12-31$26,818
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 name2021-12-31DEMING, MALONE, LIVESAY & OSTROFF
Accountancy firm EIN2021-12-31611064249
2020 : HOME OF THE INNOCENTS 401(K) AND RETIREMENT 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$3,973,259
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$978,722
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$943,844
Value of total corrective distributions2020-12-31$8,006
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,478,254
Value of total assets at end of year2020-12-31$15,883,657
Value of total assets at beginning of year2020-12-31$12,889,120
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$26,872
Total interest from all sources2020-12-31$69,793
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$1,090,465
Participant contributions at beginning of year2020-12-31$442
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$107,700
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$2,994,537
Value of net assets at end of year (total assets less liabilities)2020-12-31$15,883,657
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$12,889,120
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in pooled separate accounts at end of year2020-12-31$13,611,837
Value of interest in pooled separate accounts at beginning of year2020-12-31$10,806,332
Interest earned on other investments2020-12-31$69,793
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$2,271,820
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$2,082,125
Net investment gain/loss from pooled separate accounts2020-12-31$2,425,212
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$280,089
Employer contributions (assets) at beginning of year2020-12-31$221
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$943,844
Contract administrator fees2020-12-31$26,872
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 plan2020-12-31Unqualified
Accountancy firm name2020-12-31DEMING, MALONE, LIVESAY & OSTROFF
Accountancy firm EIN2020-12-31611064249
2019 : HOME OF THE INNOCENTS 401(K) AND RETIREMENT 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$3,509,208
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,260,924
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,214,607
Value of total corrective distributions2019-12-31$21,279
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,234,666
Value of total assets at end of year2019-12-31$12,889,120
Value of total assets at beginning of year2019-12-31$10,640,836
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$25,038
Total interest from all sources2019-12-31$83,877
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$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$958,241
Participant contributions at beginning of year2019-12-31$4,596
Participant contributions at end of year2019-12-31$442
Participant contributions at beginning of year2019-12-31$32,745
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$46,917
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$2,248,284
Value of net assets at end of year (total assets less liabilities)2019-12-31$12,889,120
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$10,640,836
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 pooled separate accounts at end of year2019-12-31$10,806,332
Value of interest in pooled separate accounts at beginning of year2019-12-31$7,922,719
Interest on participant loans2019-12-31$127
Interest earned on other investments2019-12-31$83,750
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$2,082,125
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$2,669,650
Net investment gain/loss from pooled separate accounts2019-12-31$2,190,665
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$229,508
Employer contributions (assets) at end of year2019-12-31$221
Employer contributions (assets) at beginning of year2019-12-31$11,126
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,214,607
Contract administrator fees2019-12-31$25,038
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 name2019-12-31DEMING, MALONE, LIVESAY & OSTROFF
Accountancy firm EIN2019-12-31611064249
2018 : HOME OF THE INNOCENTS 401(K) AND RETIREMENT 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$866,985
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$677,941
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$639,562
Value of total corrective distributions2018-12-31$17,569
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,237,128
Value of total assets at end of year2018-12-31$10,640,836
Value of total assets at beginning of year2018-12-31$10,451,792
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$20,810
Total interest from all sources2018-12-31$127,402
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$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$870,520
Participant contributions at end of year2018-12-31$4,596
Participant contributions at beginning of year2018-12-31$22,851
Participant contributions at end of year2018-12-31$32,745
Participant contributions at beginning of year2018-12-31$28,486
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$115,500
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$189,044
Value of net assets at end of year (total assets less liabilities)2018-12-31$10,640,836
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$10,451,792
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 pooled separate accounts at end of year2018-12-31$7,922,719
Value of interest in pooled separate accounts at beginning of year2018-12-31$6,804,135
Interest on participant loans2018-12-31$435
Interest earned on other investments2018-12-31$126,967
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$2,669,650
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$3,587,625
Net investment gain/loss from pooled separate accounts2018-12-31$-497,545
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$251,108
Employer contributions (assets) at end of year2018-12-31$11,126
Employer contributions (assets) at beginning of year2018-12-31$8,695
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$639,562
Contract administrator fees2018-12-31$20,810
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 name2018-12-31DEMING, MALONE, LIVESAY & OSTROFF
Accountancy firm EIN2018-12-31611064249
2017 : HOME OF THE INNOCENTS 401(K) AND RETIREMENT 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$2,274,532
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,704,989
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,678,522
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$898,812
Value of total assets at end of year2017-12-31$10,451,792
Value of total assets at beginning of year2017-12-31$9,882,249
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$26,467
Total interest from all sources2017-12-31$119,887
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$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$691,099
Participant contributions at end of year2017-12-31$22,851
Participant contributions at beginning of year2017-12-31$54,652
Participant contributions at end of year2017-12-31$28,486
Participant contributions at beginning of year2017-12-31$21,901
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$55,743
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$569,543
Value of net assets at end of year (total assets less liabilities)2017-12-31$10,451,792
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$9,882,249
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 pooled separate accounts at end of year2017-12-31$6,804,135
Value of interest in pooled separate accounts at beginning of year2017-12-31$6,111,765
Interest on participant loans2017-12-31$1,233
Interest earned on other investments2017-12-31$118,654
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$3,587,625
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$3,687,191
Net investment gain/loss from pooled separate accounts2017-12-31$1,255,833
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$151,970
Employer contributions (assets) at end of year2017-12-31$8,695
Employer contributions (assets) at beginning of year2017-12-31$6,740
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,678,522
Contract administrator fees2017-12-31$26,467
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 name2017-12-31DEMING, MALONE, LIVESAY & OSTROFF
Accountancy firm EIN2017-12-31611064249
2016 : HOME OF THE INNOCENTS 401(K) AND RETIREMENT 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$1,229,310
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,017,453
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$983,998
Value of total corrective distributions2016-12-31$8,961
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$780,999
Value of total assets at end of year2016-12-31$9,882,249
Value of total assets at beginning of year2016-12-31$9,670,392
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$24,494
Total interest from all sources2016-12-31$115,195
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$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$586,717
Participant contributions at end of year2016-12-31$54,652
Participant contributions at beginning of year2016-12-31$132,789
Participant contributions at end of year2016-12-31$21,901
Participant contributions at beginning of year2016-12-31$21,350
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$21,435
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$211,857
Value of net assets at end of year (total assets less liabilities)2016-12-31$9,882,249
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$9,670,392
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 pooled separate accounts at end of year2016-12-31$6,111,765
Value of interest in pooled separate accounts at beginning of year2016-12-31$6,341,029
Interest on participant loans2016-12-31$2,310
Interest earned on other investments2016-12-31$112,885
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$3,687,191
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$3,169,158
Net investment gain/loss from pooled separate accounts2016-12-31$333,116
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$172,847
Employer contributions (assets) at end of year2016-12-31$6,740
Employer contributions (assets) at beginning of year2016-12-31$6,066
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$983,998
Contract administrator fees2016-12-31$24,494
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 name2016-12-31DEMING, MALONE, LIVESAY & OSTROFF
Accountancy firm EIN2016-12-31611064249
2015 : HOME OF THE INNOCENTS 401(K) AND RETIREMENT 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$839,173
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,201,500
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,172,292
Value of total corrective distributions2015-12-31$7,613
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$757,666
Value of total assets at end of year2015-12-31$9,670,392
Value of total assets at beginning of year2015-12-31$10,032,719
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$21,595
Total interest from all sources2015-12-31$106,866
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$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$558,484
Participant contributions at end of year2015-12-31$132,789
Participant contributions at beginning of year2015-12-31$214,157
Participant contributions at end of year2015-12-31$21,350
Participant contributions at beginning of year2015-12-31$17,277
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$36,433
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-362,327
Value of net assets at end of year (total assets less liabilities)2015-12-31$9,670,392
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$10,032,719
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 pooled separate accounts at end of year2015-12-31$6,341,029
Value of interest in pooled separate accounts at beginning of year2015-12-31$6,917,131
Interest on participant loans2015-12-31$5,328
Interest earned on other investments2015-12-31$101,538
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$3,169,158
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$2,878,627
Net investment gain/loss from pooled separate accounts2015-12-31$-25,359
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$162,749
Employer contributions (assets) at end of year2015-12-31$6,066
Employer contributions (assets) at beginning of year2015-12-31$5,527
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,172,292
Contract administrator fees2015-12-31$21,595
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 name2015-12-31DEMING, MALONE, LIVESAY & OSTROFF
Accountancy firm EIN2015-12-31611064249
2014 : HOME OF THE INNOCENTS 401(K) AND RETIREMENT 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$1,245,494
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,074,283
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,042,895
Value of total corrective distributions2014-12-31$7,837
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$670,130
Value of total assets at end of year2014-12-31$10,032,719
Value of total assets at beginning of year2014-12-31$9,861,508
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$23,551
Total interest from all sources2014-12-31$103,665
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$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$521,066
Participant contributions at end of year2014-12-31$214,157
Participant contributions at beginning of year2014-12-31$181,994
Participant contributions at end of year2014-12-31$17,277
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$3,484
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$171,211
Value of net assets at end of year (total assets less liabilities)2014-12-31$10,032,719
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$9,861,508
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 pooled separate accounts at end of year2014-12-31$6,917,131
Value of interest in pooled separate accounts at beginning of year2014-12-31$6,899,683
Interest on participant loans2014-12-31$6,074
Interest earned on other investments2014-12-31$97,591
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$2,878,627
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$2,779,831
Net investment gain/loss from pooled separate accounts2014-12-31$471,699
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$145,580
Employer contributions (assets) at end of year2014-12-31$5,527
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,042,895
Contract administrator fees2014-12-31$23,551
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 name2014-12-31DEMING, MALONE, LIVESAY & OSTROFF
Accountancy firm EIN2014-12-31611064249
2013 : HOME OF THE INNOCENTS 401(K) AND RETIREMENT 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$2,400,736
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$793,636
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$769,419
Expenses. Certain deemed distributions of participant loans2013-12-31$314
Value of total corrective distributions2013-12-31$13
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$713,827
Value of total assets at end of year2013-12-31$9,861,508
Value of total assets at beginning of year2013-12-31$8,254,408
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$23,890
Total interest from all sources2013-12-31$93,002
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$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$492,390
Participant contributions at end of year2013-12-31$181,994
Participant contributions at beginning of year2013-12-31$123,003
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,607,100
Value of net assets at end of year (total assets less liabilities)2013-12-31$9,861,508
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$8,254,408
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 pooled separate accounts at end of year2013-12-31$6,899,683
Value of interest in pooled separate accounts at beginning of year2013-12-31$5,681,159
Interest on participant loans2013-12-31$4,205
Interest earned on other investments2013-12-31$88,797
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$2,779,831
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$2,450,246
Net investment gain/loss from pooled separate accounts2013-12-31$1,593,907
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$221,437
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$769,419
Contract administrator fees2013-12-31$23,890
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 name2013-12-31DEMING, MALONE, LIVESAY & OSTROFF
Accountancy firm EIN2013-12-31611064249
2012 : HOME OF THE INNOCENTS 401(K) AND RETIREMENT 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$1,629,673
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$400,307
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$378,856
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$810,473
Value of total assets at end of year2012-12-31$8,254,408
Value of total assets at beginning of year2012-12-31$7,025,042
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$21,451
Total interest from all sources2012-12-31$80,217
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$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$474,386
Participant contributions at end of year2012-12-31$123,003
Participant contributions at beginning of year2012-12-31$123,178
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$2,963
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$1,229,366
Value of net assets at end of year (total assets less liabilities)2012-12-31$8,254,408
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$7,025,042
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 pooled separate accounts at end of year2012-12-31$5,681,159
Value of interest in pooled separate accounts at beginning of year2012-12-31$4,734,015
Interest on participant loans2012-12-31$4,274
Interest earned on other investments2012-12-31$75,943
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$2,450,246
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$2,167,849
Net investment gain/loss from pooled separate accounts2012-12-31$738,983
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$333,124
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$378,856
Contract administrator fees2012-12-31$21,451
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 name2012-12-31DEMING, MALONE, LIVESAY & OSTROFF
Accountancy firm EIN2012-12-31611064249
2011 : HOME OF THE INNOCENTS 401(K) AND RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$695,066
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$284,175
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$265,902
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$761,870
Value of total assets at end of year2011-12-31$7,025,042
Value of total assets at beginning of year2011-12-31$6,614,151
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$18,273
Total interest from all sources2011-12-31$72,880
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$424,073
Participant contributions at end of year2011-12-31$123,178
Participant contributions at beginning of year2011-12-31$82,100
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$49,659
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$410,891
Value of net assets at end of year (total assets less liabilities)2011-12-31$7,025,042
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$6,614,151
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in pooled separate accounts at end of year2011-12-31$4,734,015
Value of interest in pooled separate accounts at beginning of year2011-12-31$4,679,770
Interest on participant loans2011-12-31$4,118
Interest earned on other investments2011-12-31$68,762
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$2,167,849
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$1,852,281
Net investment gain/loss from pooled separate accounts2011-12-31$-139,684
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$288,138
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$265,902
Contract administrator fees2011-12-31$18,273
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31DEMING, MALONE, LIVESAY & OSTROFF
Accountancy firm EIN2011-12-31611064249
2010 : HOME OF THE INNOCENTS 401(K) AND RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$1,480,507
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$293,767
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$277,852
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$743,037
Value of total assets at end of year2010-12-31$6,614,151
Value of total assets at beginning of year2010-12-31$5,427,411
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$15,915
Total interest from all sources2010-12-31$62,440
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$371,352
Participant contributions at end of year2010-12-31$82,100
Participant contributions at beginning of year2010-12-31$107,353
Participant contributions at beginning of year2010-12-31$1,595
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$96,527
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$1,186,740
Value of net assets at end of year (total assets less liabilities)2010-12-31$6,614,151
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$5,427,411
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in pooled separate accounts at end of year2010-12-31$4,679,770
Value of interest in pooled separate accounts at beginning of year2010-12-31$3,790,631
Interest on participant loans2010-12-31$6,325
Interest earned on other investments2010-12-31$56,115
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$1,852,281
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$1,527,832
Net investment gain/loss from pooled separate accounts2010-12-31$675,030
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$275,158
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$277,852
Contract administrator fees2010-12-31$15,915
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31DEMING, MALONE, LIVESAY & OSTROFF
Accountancy firm EIN2010-12-31611064249
2009 : HOME OF THE INNOCENTS 401(K) AND RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for HOME OF THE INNOCENTS 401(K) AND RETIREMENT PLAN

2022: HOME OF THE INNOCENTS 401(K) AND RETIREMENT 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: HOME OF THE INNOCENTS 401(K) AND RETIREMENT 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: HOME OF THE INNOCENTS 401(K) AND RETIREMENT 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: HOME OF THE INNOCENTS 401(K) AND RETIREMENT 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: HOME OF THE INNOCENTS 401(K) AND RETIREMENT 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: HOME OF THE INNOCENTS 401(K) AND RETIREMENT 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: HOME OF THE INNOCENTS 401(K) AND RETIREMENT 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: HOME OF THE INNOCENTS 401(K) AND RETIREMENT 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: HOME OF THE INNOCENTS 401(K) AND RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: HOME OF THE INNOCENTS 401(K) AND RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: HOME OF THE INNOCENTS 401(K) AND RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: HOME OF THE INNOCENTS 401(K) AND RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: HOME OF THE INNOCENTS 401(K) AND RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number800940
Policy instance 1
Insurance contract or identification number800940
Number of Individuals Covered627
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $32,434
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $32,434
Insurance broker organization code?3
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number800940
Policy instance 1
Insurance contract or identification number800940
Number of Individuals Covered684
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $35,629
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $35,629
Insurance broker organization code?3
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number800940
Policy instance 1
Insurance contract or identification number800940
Number of Individuals Covered715
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $26,919
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $26,919
Insurance broker organization code?3
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number800940
Policy instance 1
Insurance contract or identification number800940
Number of Individuals Covered708
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $23,979
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $23,979
Insurance broker organization code?3
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number800940
Policy instance 1
Insurance contract or identification number800940
Number of Individuals Covered699
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $24,335
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $24,335
Insurance broker organization code?3
Insurance broker nameBB AND T INSURANCE SRVCS INC
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number800940
Policy instance 1
Insurance contract or identification number800940
Number of Individuals Covered755
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $24,103
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $24,103
Insurance broker organization code?3
Insurance broker nameBB AND T INSURANCE SRVCS INC
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number800940
Policy instance 1
Insurance contract or identification number800940
Number of Individuals Covered699
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $24,380
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $24,380
Insurance broker organization code?3
Insurance broker nameBB AND T INSURANCE SRVCS INC
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number800940
Policy instance 1
Insurance contract or identification number800940
Number of Individuals Covered710
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $22,221
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $22,221
Insurance broker organization code?3
Insurance broker nameBB AND T INSURANCE SRVCS INC
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number800940
Policy instance 1
Insurance contract or identification number800940
Number of Individuals Covered714
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $18,887
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $18,887
Insurance broker organization code?3
Insurance broker nameBB AND T INSURANCE SRVCS INC
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number800940
Policy instance 1
Insurance contract or identification number800940
Number of Individuals Covered654
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $17,046
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number800940
Policy instance 1
Insurance contract or identification number800940
Number of Individuals Covered579
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $14,346
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $14,346
Insurance broker organization code?3
Insurance broker nameBB AND T INSURANCE SRVCS INC

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