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CHATTANOOGA CHRISTIAN SCHOOL 403B TAX DEFERRED ANNUITY PLAN 401k Plan overview

Plan NameCHATTANOOGA CHRISTIAN SCHOOL 403B TAX DEFERRED ANNUITY PLAN
Plan identification number 002

CHATTANOOGA CHRISTIAN SCHOOL 403B TAX DEFERRED ANNUITY PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • 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

CHATTANOOGA CHRISTIAN SCHOOL has sponsored the creation of one or more 401k plans.

Company Name:CHATTANOOGA CHRISTIAN SCHOOL
Employer identification number (EIN):620840156
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CHATTANOOGA CHRISTIAN SCHOOL 403B TAX DEFERRED ANNUITY PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022021-07-01CARLA DEAN2023-04-10
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01CARLA DEAN
0022016-01-01CARLA DEAN
0022015-01-01CARLA DEAN
0022014-01-01CARLA DEAN2015-10-13

Plan Statistics for CHATTANOOGA CHRISTIAN SCHOOL 403B TAX DEFERRED ANNUITY PLAN

401k plan membership statisitcs for CHATTANOOGA CHRISTIAN SCHOOL 403B TAX DEFERRED ANNUITY PLAN

Measure Date Value
2021: CHATTANOOGA CHRISTIAN SCHOOL 403B TAX DEFERRED ANNUITY PLAN 2021 401k membership
Total participants, beginning-of-year2021-07-01212
Total number of active participants reported on line 7a of the Form 55002021-07-01192
Number of retired or separated participants receiving benefits2021-07-010
Number of other retired or separated participants entitled to future benefits2021-07-0127
Total of all active and inactive participants2021-07-01219
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-010
Total participants2021-07-01219
Number of participants with account balances2021-07-01208
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-012
Total participants, beginning-of-year2021-01-01224
Total number of active participants reported on line 7a of the Form 55002021-01-01195
Number of retired or separated participants receiving benefits2021-01-011
Number of other retired or separated participants entitled to future benefits2021-01-0117
Total of all active and inactive participants2021-01-01213
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01213
Number of participants with account balances2021-01-01206
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-018
2020: CHATTANOOGA CHRISTIAN SCHOOL 403B TAX DEFERRED ANNUITY PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01201
Total number of active participants reported on line 7a of the Form 55002020-01-01199
Number of retired or separated participants receiving benefits2020-01-011
Number of other retired or separated participants entitled to future benefits2020-01-0122
Total of all active and inactive participants2020-01-01222
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01222
Number of participants with account balances2020-01-01220
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-018
2019: CHATTANOOGA CHRISTIAN SCHOOL 403B TAX DEFERRED ANNUITY PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01186
Total number of active participants reported on line 7a of the Form 55002019-01-01178
Number of retired or separated participants receiving benefits2019-01-011
Number of other retired or separated participants entitled to future benefits2019-01-0117
Total of all active and inactive participants2019-01-01196
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01196
Number of participants with account balances2019-01-01192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-014
2018: CHATTANOOGA CHRISTIAN SCHOOL 403B TAX DEFERRED ANNUITY PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01235
Total number of active participants reported on line 7a of the Form 55002018-01-01258
Number of retired or separated participants receiving benefits2018-01-013
Number of other retired or separated participants entitled to future benefits2018-01-0110
Total of all active and inactive participants2018-01-01271
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01271
Number of participants with account balances2018-01-0188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: CHATTANOOGA CHRISTIAN SCHOOL 403B TAX DEFERRED ANNUITY PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01181
Total number of active participants reported on line 7a of the Form 55002017-01-01235
Number of retired or separated participants receiving benefits2017-01-013
Number of other retired or separated participants entitled to future benefits2017-01-0112
Total of all active and inactive participants2017-01-01250
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01250
Number of participants with account balances2017-01-0180
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: CHATTANOOGA CHRISTIAN SCHOOL 403B TAX DEFERRED ANNUITY PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01163
Total number of active participants reported on line 7a of the Form 55002016-01-01166
Number of retired or separated participants receiving benefits2016-01-012
Number of other retired or separated participants entitled to future benefits2016-01-0113
Total of all active and inactive participants2016-01-01181
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01181
Number of participants with account balances2016-01-0179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: CHATTANOOGA CHRISTIAN SCHOOL 403B TAX DEFERRED ANNUITY PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01202
Total number of active participants reported on line 7a of the Form 55002015-01-01171
Number of retired or separated participants receiving benefits2015-01-011
Number of other retired or separated participants entitled to future benefits2015-01-0114
Total of all active and inactive participants2015-01-01186
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01186
Number of participants with account balances2015-01-0181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010

Financial Data on CHATTANOOGA CHRISTIAN SCHOOL 403B TAX DEFERRED ANNUITY PLAN

Measure Date Value
2022 : CHATTANOOGA CHRISTIAN SCHOOL 403B TAX DEFERRED ANNUITY PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total income from all sources (including contributions)2022-06-30$340,928
Total loss/gain on sale of assets2022-06-30$0
Total of all expenses incurred2022-06-30$471,993
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$446,413
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$1,060,815
Value of total assets at end of year2022-06-30$4,640,011
Value of total assets at beginning of year2022-06-30$4,771,076
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$25,580
Total interest from all sources2022-06-30$1,636
Total dividends received (eg from common stock, registered investment company shares)2022-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30No
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$500,000
If this is an individual account plan, was there a blackout period2022-06-30Yes
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Contributions received from participants2022-06-30$463,786
Participant contributions at end of year2022-06-30$20,690
Participant contributions at beginning of year2022-06-30$31,835
Income. Received or receivable in cash from other sources (including rollovers)2022-06-30$21,866
Other income not declared elsewhere2022-06-30$30,779
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$-131,065
Value of net assets at end of year (total assets less liabilities)2022-06-30$4,640,011
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$4,771,076
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30No
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-06-30$4,463,274
Value of interest in pooled separate accounts at beginning of year2022-06-30$4,735,282
Interest on participant loans2022-06-30$1,423
Interest earned on other investments2022-06-30$213
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-06-30$156,047
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-06-30$3,447
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-06-30$-752,302
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30No
Was there a failure to transmit to the plan any participant contributions2022-06-30No
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Contributions received in cash from employer2022-06-30$575,163
Employer contributions (assets) at beginning of year2022-06-30$512
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$446,413
Contract administrator fees2022-06-30$25,580
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-06-30Yes
Did the plan have assets held for investment2022-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-30No
Opinion of an independent qualified public accountant for this plan2022-06-30Unqualified
Accountancy firm name2022-06-30LBMC, PC
Accountancy firm EIN2022-06-30621199757
2021 : CHATTANOOGA CHRISTIAN SCHOOL 403B TAX DEFERRED ANNUITY PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total income from all sources (including contributions)2021-06-30$876,134
Total loss/gain on sale of assets2021-06-30$0
Total of all expenses incurred2021-06-30$236,378
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$223,873
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$483,976
Value of total assets at end of year2021-06-30$4,771,076
Value of total assets at beginning of year2021-06-30$4,131,320
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$12,505
Total interest from all sources2021-06-30$284
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$500,000
If this is an individual account plan, was there a blackout period2021-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-06-30$0
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Contributions received from participants2021-06-30$199,991
Participant contributions at end of year2021-06-30$31,835
Participant contributions at beginning of year2021-06-30$17,604
Income. Received or receivable in cash from other sources (including rollovers)2021-06-30$15,892
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$639,756
Value of net assets at end of year (total assets less liabilities)2021-06-30$4,771,076
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$4,131,320
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Investment advisory and management fees2021-06-30$12,505
Value of interest in pooled separate accounts at end of year2021-06-30$4,735,282
Value of interest in pooled separate accounts at beginning of year2021-06-30$4,052,748
Interest on participant loans2021-06-30$284
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-06-30$3,447
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-06-30$50,536
Net investment gain/loss from pooled separate accounts2021-06-30$391,874
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30No
Was there a failure to transmit to the plan any participant contributions2021-06-30No
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Contributions received in cash from employer2021-06-30$268,093
Employer contributions (assets) at end of year2021-06-30$512
Employer contributions (assets) at beginning of year2021-06-30$10,432
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$223,873
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Opinion of an independent qualified public accountant for this plan2021-06-30Disclaimer
Accountancy firm name2021-06-30LBMC, PC
Accountancy firm EIN2021-06-30621199757
2020 : CHATTANOOGA CHRISTIAN SCHOOL 403B TAX DEFERRED ANNUITY 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$1,360,412
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$332,090
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$308,879
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$818,622
Value of total assets at end of year2020-12-31$4,131,320
Value of total assets at beginning of year2020-12-31$3,102,998
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$23,211
Total interest from all sources2020-12-31$1,137
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$300,000
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$313,965
Participant contributions at end of year2020-12-31$17,604
Participant contributions at beginning of year2020-12-31$12,647
Participant contributions at beginning of year2020-12-31$11,773
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$739
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,028,322
Value of net assets at end of year (total assets less liabilities)2020-12-31$4,131,320
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$3,102,998
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$23,211
Value of interest in pooled separate accounts at end of year2020-12-31$4,052,748
Value of interest in pooled separate accounts at beginning of year2020-12-31$2,940,089
Interest on participant loans2020-12-31$1,137
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$50,536
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$119,257
Net investment gain/loss from pooled separate accounts2020-12-31$540,653
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$503,918
Employer contributions (assets) at end of year2020-12-31$10,432
Employer contributions (assets) at beginning of year2020-12-31$19,232
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$308,879
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31LBMC, PC
Accountancy firm EIN2020-12-31621199757
2019 : CHATTANOOGA CHRISTIAN SCHOOL 403B TAX DEFERRED ANNUITY 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 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 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$922,182
Total income from all sources (including contributions)2019-12-31$922,182
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$56,371
Total of all expenses incurred2019-12-31$56,371
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$37,985
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$37,985
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$430,294
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$430,294
Value of total assets at end of year2019-12-31$3,102,998
Value of total assets at end of year2019-12-31$3,102,998
Value of total assets at beginning of year2019-12-31$2,237,187
Value of total assets at beginning of year2019-12-31$2,237,187
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$18,386
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$18,386
Total interest from all sources2019-12-31$596
Total interest from all sources2019-12-31$596
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
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
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$300,000
If this is an individual account plan, was there a blackout period2019-12-31No
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
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$218,992
Contributions received from participants2019-12-31$218,992
Participant contributions at end of year2019-12-31$12,647
Participant contributions at end of year2019-12-31$12,647
Participant contributions at beginning of year2019-12-31$11,239
Participant contributions at beginning of year2019-12-31$11,239
Participant contributions at end of year2019-12-31$11,773
Participant contributions at end of year2019-12-31$11,773
Participant contributions at beginning of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$26,969
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$26,969
Other income not declared elsewhere2019-12-31$1,517
Other income not declared elsewhere2019-12-31$1,517
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$865,811
Value of net income/loss2019-12-31$865,811
Value of net assets at end of year (total assets less liabilities)2019-12-31$3,102,998
Value of net assets at end of year (total assets less liabilities)2019-12-31$3,102,998
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$2,237,187
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$2,237,187
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 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
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$18,386
Value of interest in pooled separate accounts at end of year2019-12-31$2,940,089
Value of interest in pooled separate accounts at end of year2019-12-31$2,940,089
Value of interest in pooled separate accounts at beginning of year2019-12-31$2,132,486
Value of interest in pooled separate accounts at beginning of year2019-12-31$2,132,486
Income. Interest from loans (other than to participants)2019-12-31$596
Income. Interest from loans (other than to participants)2019-12-31$596
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$119,257
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$119,257
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$85,682
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$85,682
Net investment gain/loss from pooled separate accounts2019-12-31$489,775
Net investment gain/loss from pooled separate accounts2019-12-31$489,775
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
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$184,333
Contributions received in cash from employer2019-12-31$184,333
Employer contributions (assets) at end of year2019-12-31$19,232
Employer contributions (assets) at end of year2019-12-31$19,232
Employer contributions (assets) at beginning of year2019-12-31$7,780
Employer contributions (assets) at beginning of year2019-12-31$7,780
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$37,985
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$37,985
Did the plan have assets held for investment2019-12-31Yes
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
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
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31LBMC, PC
Accountancy firm name2019-12-31LBMC, PC
Accountancy firm EIN2019-12-31621199757
Accountancy firm EIN2019-12-31621199757
2018 : CHATTANOOGA CHRISTIAN SCHOOL 403B TAX DEFERRED ANNUITY 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$71,300
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$273,045
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$257,208
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$207,013
Value of total assets at end of year2018-12-31$2,237,187
Value of total assets at beginning of year2018-12-31$2,438,932
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$15,837
Total interest from all sources2018-12-31$914
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$300,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$199,233
Participant contributions at end of year2018-12-31$11,239
Participant contributions at beginning of year2018-12-31$21,726
Participant contributions at beginning of year2018-12-31$7,178
Administrative expenses (other) incurred2018-12-31$15,837
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-201,745
Value of net assets at end of year (total assets less liabilities)2018-12-31$2,237,187
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$2,438,932
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$2,132,486
Value of interest in pooled separate accounts at beginning of year2018-12-31$2,336,393
Interest on participant loans2018-12-31$914
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$85,682
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$73,635
Net investment gain/loss from pooled separate accounts2018-12-31$-136,627
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$7,780
Employer contributions (assets) at end of year2018-12-31$7,780
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$257,208
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 name2018-12-31LBMC, PC
Accountancy firm EIN2018-12-31621199757
2017 : CHATTANOOGA CHRISTIAN SCHOOL 403B TAX DEFERRED ANNUITY 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$534,607
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$705,158
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$688,721
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$175,490
Value of total assets at end of year2017-12-31$2,438,932
Value of total assets at beginning of year2017-12-31$2,609,483
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$16,437
Total interest from all sources2017-12-31$1,213
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$300,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$169,197
Participant contributions at end of year2017-12-31$21,726
Participant contributions at beginning of year2017-12-31$24,408
Participant contributions at end of year2017-12-31$7,178
Participant contributions at beginning of year2017-12-31$4,021
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$6,293
Administrative expenses (other) incurred2017-12-31$16,437
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$-170,551
Value of net assets at end of year (total assets less liabilities)2017-12-31$2,438,932
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$2,609,483
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$2,336,393
Value of interest in pooled separate accounts at beginning of year2017-12-31$2,515,522
Interest on participant loans2017-12-31$1,213
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$73,635
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$65,532
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$357,904
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$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$688,721
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 name2017-12-31LBMC, PC
Accountancy firm EIN2017-12-31621199757
2016 : CHATTANOOGA CHRISTIAN SCHOOL 403B TAX DEFERRED ANNUITY 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$300,062
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$117,424
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$101,298
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$128,732
Value of total assets at end of year2016-12-31$2,609,483
Value of total assets at beginning of year2016-12-31$2,426,845
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$16,126
Total interest from all sources2016-12-31$657
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$300,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$128,732
Participant contributions at end of year2016-12-31$24,408
Participant contributions at beginning of year2016-12-31$9,344
Participant contributions at end of year2016-12-31$4,021
Participant contributions at beginning of year2016-12-31$5,595
Administrative expenses (other) incurred2016-12-31$16,126
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$182,638
Value of net assets at end of year (total assets less liabilities)2016-12-31$2,609,483
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$2,426,845
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$2,515,522
Value of interest in pooled separate accounts at beginning of year2016-12-31$2,340,247
Interest on participant loans2016-12-31$657
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$65,532
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$71,659
Net investment gain/loss from pooled separate accounts2016-12-31$170,673
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$101,298
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 name2016-12-31LBMC, PC
Accountancy firm EIN2016-12-31621199757
2015 : CHATTANOOGA CHRISTIAN SCHOOL 403B TAX DEFERRED ANNUITY 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$1,265,956
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$554,886
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$542,429
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,294,238
Value of total assets at end of year2015-12-31$2,426,845
Value of total assets at beginning of year2015-12-31$1,715,775
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$12,457
Total interest from all sources2015-12-31$249
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$130,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$130,459
Participant contributions at end of year2015-12-31$9,344
Participant contributions at beginning of year2015-12-31$0
Participant contributions at end of year2015-12-31$5,595
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$1,163,779
Administrative expenses (other) incurred2015-12-31$12,457
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$711,070
Value of net assets at end of year (total assets less liabilities)2015-12-31$2,426,845
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$1,715,775
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$2,340,247
Value of interest in pooled separate accounts at beginning of year2015-12-31$1,683,014
Interest on participant loans2015-12-31$249
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$71,659
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$32,761
Net investment gain/loss from pooled separate accounts2015-12-31$-28,531
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$542,429
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 name2015-12-31LBMC, PC
Accountancy firm EIN2015-12-31621199757

Form 5500 Responses for CHATTANOOGA CHRISTIAN SCHOOL 403B TAX DEFERRED ANNUITY PLAN

2021: CHATTANOOGA CHRISTIAN SCHOOL 403B TAX DEFERRED ANNUITY PLAN 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Submission has been amendedNo
2021-07-01This submission is the final filingNo
2021-07-01This return/report is a short plan year return/report (less than 12 months)No
2021-07-01Plan is a collectively bargained planNo
2021-07-01Plan funding arrangement – InsuranceYes
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement – InsuranceYes
2021-07-01Plan benefit arrangement - TrustYes
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)Yes
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: CHATTANOOGA CHRISTIAN SCHOOL 403B TAX DEFERRED ANNUITY 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: CHATTANOOGA CHRISTIAN SCHOOL 403B TAX DEFERRED ANNUITY 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: CHATTANOOGA CHRISTIAN SCHOOL 403B TAX DEFERRED ANNUITY 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: CHATTANOOGA CHRISTIAN SCHOOL 403B TAX DEFERRED ANNUITY 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: CHATTANOOGA CHRISTIAN SCHOOL 403B TAX DEFERRED ANNUITY 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: CHATTANOOGA CHRISTIAN SCHOOL 403B TAX DEFERRED ANNUITY 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

Insurance Providers Used on plan

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number814958
Policy instance 1
Insurance contract or identification number814958
Number of Individuals Covered219
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG76305
Policy instance 1
Insurance contract or identification numberG76305
Number of Individuals Covered206
Insurance policy start date2021-01-01
Insurance policy end date2021-06-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG76305
Policy instance 1
Insurance contract or identification numberG76305
Number of Individuals Covered220
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG76305
Policy instance 1
Insurance contract or identification numberG76305
Number of Individuals Covered192
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG76305
Policy instance 1
Insurance contract or identification numberG76305
Number of Individuals Covered79
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG76305
Policy instance 1
Insurance contract or identification numberG76305
Number of Individuals Covered80
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with 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 Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No

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