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SALARY DEFERRAL RETIREMENT PLAN 1081.01(D) PROGRAMA HEAD START MUNICIPIO DE MANATI 401k Plan overview

Plan NameSALARY DEFERRAL RETIREMENT PLAN 1081.01(D) PROGRAMA HEAD START MUNICIPIO DE MANATI
Plan identification number 001

SALARY DEFERRAL RETIREMENT PLAN 1081.01(D) PROGRAMA HEAD START MUNICIPIO DE MANATI Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • Profit-sharing
  • 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.
  • Plan not intended to be qualified - A plan not intended to be qualified under Code sections 401, 403, or 408.

401k Sponsoring company profile

PROGRAMA HEAD START MUNICIPIO DE MANATI has sponsored the creation of one or more 401k plans.

Company Name:PROGRAMA HEAD START MUNICIPIO DE MANATI
Employer identification number (EIN):660433472
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SALARY DEFERRAL RETIREMENT PLAN 1081.01(D) PROGRAMA HEAD START MUNICIPIO DE MANATI

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01JILLIAN DAVILA RIVERA
0012016-01-01JILLIAN DAVILA RIVERA
0012015-01-01JILLIAN DAVILA RIVERA
0012014-01-01BRUNILDA SANTIAGO ROBLES
0012013-01-01SUZANNE OCASIO
0012012-01-01ELISINIA ORTEGA RAMOS
0012011-01-01MARIA GARCIA
0012010-01-01ELISINIA ORTEGA RAMOS
0012009-01-01ELISINIA ORTEGA

Plan Statistics for SALARY DEFERRAL RETIREMENT PLAN 1081.01(D) PROGRAMA HEAD START MUNICIPIO DE MANATI

401k plan membership statisitcs for SALARY DEFERRAL RETIREMENT PLAN 1081.01(D) PROGRAMA HEAD START MUNICIPIO DE MANATI

Measure Date Value
2022: SALARY DEFERRAL RETIREMENT PLAN 1081.01(D) PROGRAMA HEAD START MUNICIPIO DE MANATI 2022 401k membership
Total participants, beginning-of-year2022-01-01185
Total number of active participants reported on line 7a of the Form 55002022-01-01157
Number of retired or separated participants receiving benefits2022-01-011
Number of other retired or separated participants entitled to future benefits2022-01-0123
Total of all active and inactive participants2022-01-01181
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-012
Total participants2022-01-01183
Number of participants with account balances2022-01-01163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: SALARY DEFERRAL RETIREMENT PLAN 1081.01(D) PROGRAMA HEAD START MUNICIPIO DE MANATI 2021 401k membership
Total participants, beginning-of-year2021-01-01174
Total number of active participants reported on line 7a of the Form 55002021-01-01160
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0119
Total of all active and inactive participants2021-01-01179
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-012
Total participants2021-01-01181
Number of participants with account balances2021-01-01165
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: SALARY DEFERRAL RETIREMENT PLAN 1081.01(D) PROGRAMA HEAD START MUNICIPIO DE MANATI 2020 401k membership
Total participants, beginning-of-year2020-01-01177
Total number of active participants reported on line 7a of the Form 55002020-01-01162
Number of retired or separated participants receiving benefits2020-01-015
Number of other retired or separated participants entitled to future benefits2020-01-017
Total of all active and inactive participants2020-01-01174
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01174
Number of participants with account balances2020-01-01170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: SALARY DEFERRAL RETIREMENT PLAN 1081.01(D) PROGRAMA HEAD START MUNICIPIO DE MANATI 2019 401k membership
Total participants, beginning-of-year2019-01-01183
Total number of active participants reported on line 7a of the Form 55002019-01-01163
Number of retired or separated participants receiving benefits2019-01-015
Number of other retired or separated participants entitled to future benefits2019-01-019
Total of all active and inactive participants2019-01-01177
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01177
Number of participants with account balances2019-01-01173
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: SALARY DEFERRAL RETIREMENT PLAN 1081.01(D) PROGRAMA HEAD START MUNICIPIO DE MANATI 2018 401k membership
Total participants, beginning-of-year2018-01-01175
Total number of active participants reported on line 7a of the Form 55002018-01-01170
Number of retired or separated participants receiving benefits2018-01-015
Number of other retired or separated participants entitled to future benefits2018-01-017
Total of all active and inactive participants2018-01-01182
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01182
Number of participants with account balances2018-01-01178
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: SALARY DEFERRAL RETIREMENT PLAN 1081.01(D) PROGRAMA HEAD START MUNICIPIO DE MANATI 2017 401k membership
Total participants, beginning-of-year2017-01-01177
Total number of active participants reported on line 7a of the Form 55002017-01-01153
Number of retired or separated participants receiving benefits2017-01-015
Number of other retired or separated participants entitled to future benefits2017-01-0111
Total of all active and inactive participants2017-01-01169
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01170
Number of participants with account balances2017-01-01168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: SALARY DEFERRAL RETIREMENT PLAN 1081.01(D) PROGRAMA HEAD START MUNICIPIO DE MANATI 2016 401k membership
Total participants, beginning-of-year2016-01-01180
Total number of active participants reported on line 7a of the Form 55002016-01-01163
Number of retired or separated participants receiving benefits2016-01-015
Number of other retired or separated participants entitled to future benefits2016-01-019
Total of all active and inactive participants2016-01-01177
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01177
Number of participants with account balances2016-01-01176
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: SALARY DEFERRAL RETIREMENT PLAN 1081.01(D) PROGRAMA HEAD START MUNICIPIO DE MANATI 2015 401k membership
Total participants, beginning-of-year2015-01-01164
Total number of active participants reported on line 7a of the Form 55002015-01-01166
Number of retired or separated participants receiving benefits2015-01-015
Number of other retired or separated participants entitled to future benefits2015-01-019
Total of all active and inactive participants2015-01-01180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01180
Number of participants with account balances2015-01-01179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: SALARY DEFERRAL RETIREMENT PLAN 1081.01(D) PROGRAMA HEAD START MUNICIPIO DE MANATI 2014 401k membership
Total participants, beginning-of-year2014-01-01188
Total number of active participants reported on line 7a of the Form 55002014-01-01146
Number of retired or separated participants receiving benefits2014-01-014
Number of other retired or separated participants entitled to future benefits2014-01-0111
Total of all active and inactive participants2014-01-01161
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01161
Number of participants with account balances2014-01-01160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: SALARY DEFERRAL RETIREMENT PLAN 1081.01(D) PROGRAMA HEAD START MUNICIPIO DE MANATI 2013 401k membership
Total participants, beginning-of-year2013-01-01184
Total number of active participants reported on line 7a of the Form 55002013-01-01165
Number of retired or separated participants receiving benefits2013-01-014
Number of other retired or separated participants entitled to future benefits2013-01-0119
Total of all active and inactive participants2013-01-01188
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01188
Number of participants with account balances2013-01-01187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: SALARY DEFERRAL RETIREMENT PLAN 1081.01(D) PROGRAMA HEAD START MUNICIPIO DE MANATI 2012 401k membership
Total participants, beginning-of-year2012-01-01184
Total number of active participants reported on line 7a of the Form 55002012-01-01173
Number of retired or separated participants receiving benefits2012-01-011
Number of other retired or separated participants entitled to future benefits2012-01-018
Total of all active and inactive participants2012-01-01182
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01182
Number of participants with account balances2012-01-01181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: SALARY DEFERRAL RETIREMENT PLAN 1081.01(D) PROGRAMA HEAD START MUNICIPIO DE MANATI 2011 401k membership
Total participants, beginning-of-year2011-01-01185
Total number of active participants reported on line 7a of the Form 55002011-01-01171
Number of retired or separated participants receiving benefits2011-01-011
Number of other retired or separated participants entitled to future benefits2011-01-0110
Total of all active and inactive participants2011-01-01182
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01182
Number of participants with account balances2011-01-01181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: SALARY DEFERRAL RETIREMENT PLAN 1081.01(D) PROGRAMA HEAD START MUNICIPIO DE MANATI 2010 401k membership
Total participants, beginning-of-year2010-01-01177
Total number of active participants reported on line 7a of the Form 55002010-01-01162
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0112
Total of all active and inactive participants2010-01-01174
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01174
Number of participants with account balances2010-01-01173
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: SALARY DEFERRAL RETIREMENT PLAN 1081.01(D) PROGRAMA HEAD START MUNICIPIO DE MANATI 2009 401k membership
Total participants, beginning-of-year2009-01-01175
Total number of active participants reported on line 7a of the Form 55002009-01-01167
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-019
Total of all active and inactive participants2009-01-01176
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01176
Number of participants with account balances2009-01-01175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on SALARY DEFERRAL RETIREMENT PLAN 1081.01(D) PROGRAMA HEAD START MUNICIPIO DE MANATI

Measure Date Value
2022 : SALARY DEFERRAL RETIREMENT PLAN 1081.01(D) PROGRAMA HEAD START MUNICIPIO DE MANATI 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-15,021
Total unrealized appreciation/depreciation of assets2022-12-31$-15,021
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$174,747
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$276,627
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$275,336
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$170,173
Value of total assets at end of year2022-12-31$1,701,084
Value of total assets at beginning of year2022-12-31$1,802,964
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$1,291
Total interest from all sources2022-12-31$18,668
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$927
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$927
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$270,000
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$100,298
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-101,880
Value of net assets at end of year (total assets less liabilities)2022-12-31$1,701,084
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$1,802,964
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$1,291
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$71,898
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$69,455
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$8,042
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$8,042
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$18,668
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$1,629,186
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$1,725,467
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$69,875
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$275,336
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 name2022-12-31FALCON SANCHEZ & ASSOCIATES, PSC
Accountancy firm EIN2022-12-31660585022
2021 : SALARY DEFERRAL RETIREMENT PLAN 1081.01(D) PROGRAMA HEAD START MUNICIPIO DE MANATI 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$175,669
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$156,500
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$156,500
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$151,200
Value of total assets at end of year2021-12-31$1,802,964
Value of total assets at beginning of year2021-12-31$1,783,795
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$0
Total interest from all sources2021-12-31$24,558
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 bond2021-12-31No
If this is an individual account plan, was there a blackout period2021-12-31Yes
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$80,366
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$6,904
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$19,169
Value of net assets at end of year (total assets less liabilities)2021-12-31$1,802,964
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$1,783,795
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 registered invesment companies (eg mutual funds) at end of year2021-12-31$69,455
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$8,042
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$24,558
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$1,725,467
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$1,770,843
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$-89
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 contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$70,834
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$6,048
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$156,500
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31Yes
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 name2021-12-31LANDA UMPIERRE PSC
Accountancy firm EIN2021-12-31330116076
2020 : SALARY DEFERRAL RETIREMENT PLAN 1081.01(D) PROGRAMA HEAD START MUNICIPIO DE MANATI 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets2020-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$0
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$0
Total transfer of assets from this plan2020-12-31$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
Expenses. Interest paid2020-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022020-12-31$0
Total income from all sources (including contributions)2020-12-31$174,969
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$92,523
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$92,523
Expenses. Certain deemed distributions of participant loans2020-12-31$0
Value of total corrective distributions2020-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$143,878
Value of total assets at end of year2020-12-31$1,783,795
Value of total assets at beginning of year2020-12-31$1,701,349
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$0
Total income from rents2020-12-31$0
Total interest from all sources2020-12-31$31,091
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
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$0
Administrative expenses professional fees incurred2020-12-31$0
Was this plan covered by a fidelity bond2020-12-31No
If this is an individual account plan, was there a blackout period2020-12-31No
Funding deficiency by the employer to the plan for this plan year2020-12-31$0
Minimum employer required contribution for this plan year2020-12-31$0
Amount contributed by the employer to the plan for this plan year2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$81,561
Participant contributions at end of year2020-12-31$6,904
Participant contributions at beginning of year2020-12-31$6,473
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$0
Other income not declared elsewhere2020-12-31$0
Administrative expenses (other) incurred2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Income. Non cash contributions2020-12-31$0
Value of net income/loss2020-12-31$82,446
Value of net assets at end of year (total assets less liabilities)2020-12-31$1,783,795
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$1,701,349
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$0
Interest on participant loans2020-12-31$0
Income. Interest from loans (other than to participants)2020-12-31$0
Interest earned on other investments2020-12-31$0
Income. Interest from US Government securities2020-12-31$0
Income. Interest from corporate debt instruments2020-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$31,091
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$1,770,843
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$1,690,526
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$0
Net investment gain/loss from pooled separate accounts2020-12-31$0
Net investment gain or loss from common/collective trusts2020-12-31$0
Net gain/loss from 103.12 investment entities2020-12-31$0
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 contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$62,317
Employer contributions (assets) at end of year2020-12-31$6,048
Employer contributions (assets) at beginning of year2020-12-31$4,350
Income. Dividends from preferred stock2020-12-31$0
Income. Dividends from common stock2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$92,523
Contract administrator fees2020-12-31$0
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$0
Aggregate carrying amount (costs) on sale of assets2020-12-31$0
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31LANDA UMPIERRE PSC
Accountancy firm EIN2020-12-31330116076
2019 : SALARY DEFERRAL RETIREMENT PLAN 1081.01(D) PROGRAMA HEAD START MUNICIPIO DE MANATI 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
Expenses. Interest paid2019-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022019-12-31$0
Total income from all sources (including contributions)2019-12-31$167,020
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$109,618
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$109,618
Expenses. Certain deemed distributions of participant loans2019-12-31$0
Value of total corrective distributions2019-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$130,053
Value of total assets at end of year2019-12-31$1,701,349
Value of total assets at beginning of year2019-12-31$1,643,947
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$0
Total income from rents2019-12-31$0
Total interest from all sources2019-12-31$36,967
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
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$0
Was this plan covered by a fidelity bond2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Funding deficiency by the employer to the plan for this plan year2019-12-31$0
Minimum employer required contribution for this plan year2019-12-31$0
Amount contributed by the employer to the plan for this plan year2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$76,563
Participant contributions at end of year2019-12-31$6,473
Participant contributions at beginning of year2019-12-31$12,467
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$0
Other income not declared elsewhere2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Income. Non cash contributions2019-12-31$0
Value of net income/loss2019-12-31$57,402
Value of net assets at end of year (total assets less liabilities)2019-12-31$1,701,349
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,643,947
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
Interest on participant loans2019-12-31$0
Income. Interest from loans (other than to participants)2019-12-31$0
Interest earned on other investments2019-12-31$0
Income. Interest from US Government securities2019-12-31$0
Income. Interest from corporate debt instruments2019-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$36,967
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,690,526
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,622,405
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$0
Net investment gain/loss from pooled separate accounts2019-12-31$0
Net investment gain or loss from common/collective trusts2019-12-31$0
Net gain/loss from 103.12 investment entities2019-12-31$0
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 contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$53,490
Employer contributions (assets) at end of year2019-12-31$4,350
Employer contributions (assets) at beginning of year2019-12-31$9,075
Income. Dividends from preferred stock2019-12-31$0
Income. Dividends from common stock2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$109,618
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)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31LANDA UMPIERRE PSC
Accountancy firm EIN2019-12-31330116076
2018 : SALARY DEFERRAL RETIREMENT PLAN 1081.01(D) PROGRAMA HEAD START MUNICIPIO DE MANATI 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$160,184
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$161,243
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$161,243
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$123,563
Value of total assets at end of year2018-12-31$1,643,947
Value of total assets at beginning of year2018-12-31$1,645,006
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$0
Total interest from all sources2018-12-31$36,621
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 bond2018-12-31No
If this is an individual account plan, was there a blackout period2018-12-31No
Funding deficiency by the employer to the plan for this plan year2018-12-31$0
Minimum employer required contribution for this plan year2018-12-31$0
Amount contributed by the employer to the plan for this plan year2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$70,979
Participant contributions at end of year2018-12-31$12,467
Participant contributions at beginning of year2018-12-31$16,852
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,059
Value of net assets at end of year (total assets less liabilities)2018-12-31$1,643,947
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$1,645,006
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
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$36,621
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$1,622,405
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$1,615,689
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 contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$52,584
Employer contributions (assets) at end of year2018-12-31$9,075
Employer contributions (assets) at beginning of year2018-12-31$12,465
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$161,243
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)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31LANDA UMPIERRE PSC
Accountancy firm EIN2018-12-31330116076
2017 : SALARY DEFERRAL RETIREMENT PLAN 1081.01(D) PROGRAMA HEAD START MUNICIPIO DE MANATI 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$148,063
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$318,763
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$318,763
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$109,369
Value of total assets at end of year2017-12-31$1,645,006
Value of total assets at beginning of year2017-12-31$1,815,706
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$0
Total interest from all sources2017-12-31$38,694
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 bond2017-12-31No
If this is an individual account plan, was there a blackout period2017-12-31No
Funding deficiency by the employer to the plan for this plan year2017-12-31$0
Minimum employer required contribution for this plan year2017-12-31$48,902
Amount contributed by the employer to the plan for this plan year2017-12-31$48,902
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$60,467
Participant contributions at end of year2017-12-31$16,852
Participant contributions at beginning of year2017-12-31$10,668
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$-170,700
Value of net assets at end of year (total assets less liabilities)2017-12-31$1,645,006
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$1,815,706
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
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$38,694
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$1,615,689
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$1,795,798
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 contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$48,902
Employer contributions (assets) at end of year2017-12-31$12,465
Employer contributions (assets) at beginning of year2017-12-31$9,240
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$318,763
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)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31LANDA UMPIERRE PSC
Accountancy firm EIN2017-12-31330116076
2016 : SALARY DEFERRAL RETIREMENT PLAN 1081.01(D) PROGRAMA HEAD START MUNICIPIO DE MANATI 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$163,850
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$111,833
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$111,833
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$123,084
Value of total assets at end of year2016-12-31$1,815,706
Value of total assets at beginning of year2016-12-31$1,763,689
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$0
Total interest from all sources2016-12-31$40,766
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 bond2016-12-31No
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$65,594
Participant contributions at end of year2016-12-31$10,668
Participant contributions at beginning of year2016-12-31$16,349
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$52,017
Value of net assets at end of year (total assets less liabilities)2016-12-31$1,815,706
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$1,763,689
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
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$40,766
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$1,795,798
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$1,732,820
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 contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$57,490
Employer contributions (assets) at end of year2016-12-31$9,240
Employer contributions (assets) at beginning of year2016-12-31$14,520
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$111,833
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)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31LANDA UMPIERRE PSC
Accountancy firm EIN2016-12-31300116076
2015 : SALARY DEFERRAL RETIREMENT PLAN 1081.01(D) PROGRAMA HEAD START MUNICIPIO DE MANATI 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$154,343
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$146,041
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$146,041
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$111,928
Value of total assets at end of year2015-12-31$1,763,689
Value of total assets at beginning of year2015-12-31$1,755,387
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$0
Total interest from all sources2015-12-31$42,415
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 bond2015-12-31No
If this is an individual account plan, was there a blackout period2015-12-31No
Funding deficiency by the employer to the plan for this plan year2015-12-31$0
Minimum employer required contribution for this plan year2015-12-31$52,686
Amount contributed by the employer to the plan for this plan year2015-12-31$52,686
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$59,242
Participant contributions at end of year2015-12-31$16,349
Participant contributions at beginning of year2015-12-31$18,819
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$8,302
Value of net assets at end of year (total assets less liabilities)2015-12-31$1,763,689
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$1,755,387
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
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$42,415
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$1,732,820
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$1,719,918
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$52,686
Employer contributions (assets) at end of year2015-12-31$14,520
Employer contributions (assets) at beginning of year2015-12-31$16,650
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$146,041
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)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31LANDA UMPIERRE PSC
Accountancy firm EIN2015-12-31300116076
2014 : SALARY DEFERRAL RETIREMENT PLAN 1081.01(D) PROGRAMA HEAD START MUNICIPIO DE MANATI 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$160,604
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$342,210
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$342,210
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$111,715
Value of total assets at end of year2014-12-31$1,755,387
Value of total assets at beginning of year2014-12-31$1,936,993
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$0
Total interest from all sources2014-12-31$48,889
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 bond2014-12-31No
If this is an individual account plan, was there a blackout period2014-12-31No
Funding deficiency by the employer to the plan for this plan year2014-12-31$0
Minimum employer required contribution for this plan year2014-12-31$52,590
Amount contributed by the employer to the plan for this plan year2014-12-31$52,590
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$59,125
Participant contributions at end of year2014-12-31$18,819
Participant contributions at beginning of year2014-12-31$55,747
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-181,606
Value of net assets at end of year (total assets less liabilities)2014-12-31$1,755,387
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$1,936,993
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
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$48,889
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$1,719,918
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$1,831,431
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
Was there a failure to transmit to the plan any participant contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$52,590
Employer contributions (assets) at end of year2014-12-31$16,650
Employer contributions (assets) at beginning of year2014-12-31$49,815
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$342,210
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)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31LANDA UMPIERRE PSC
Accountancy firm EIN2014-12-31300116076
2013 : SALARY DEFERRAL RETIREMENT PLAN 1081.01(D) PROGRAMA HEAD START MUNICIPIO DE MANATI 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$215,766
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$72,384
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$72,384
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$127,594
Value of total assets at end of year2013-12-31$1,936,993
Value of total assets at beginning of year2013-12-31$1,793,611
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$0
Total interest from all sources2013-12-31$88,172
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 bond2013-12-31No
If this is an individual account plan, was there a blackout period2013-12-31No
Funding deficiency by the employer to the plan for this plan year2013-12-31$0
Minimum employer required contribution for this plan year2013-12-31$60,255
Amount contributed by the employer to the plan for this plan year2013-12-31$60,255
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$67,339
Participant contributions at end of year2013-12-31$55,747
Participant contributions at beginning of year2013-12-31$39,641
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$143,382
Value of net assets at end of year (total assets less liabilities)2013-12-31$1,936,993
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,793,611
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
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$88,172
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$1,831,431
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$1,718,690
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$60,255
Employer contributions (assets) at end of year2013-12-31$49,815
Employer contributions (assets) at beginning of year2013-12-31$35,280
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$72,384
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)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31LANDA UMPIERRE PSC
Accountancy firm EIN2013-12-31300116076
2012 : SALARY DEFERRAL RETIREMENT PLAN 1081.01(D) PROGRAMA HEAD START MUNICIPIO DE MANATI 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$209,804
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$117,921
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$117,921
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$128,145
Value of total assets at end of year2012-12-31$1,793,611
Value of total assets at beginning of year2012-12-31$1,701,728
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$0
Total interest from all sources2012-12-31$81,659
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 bond2012-12-31No
If this is an individual account plan, was there a blackout period2012-12-31No
Funding deficiency by the employer to the plan for this plan year2012-12-31$0
Minimum employer required contribution for this plan year2012-12-31$60,315
Amount contributed by the employer to the plan for this plan year2012-12-31$60,315
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$67,830
Participant contributions at end of year2012-12-31$39,641
Participant contributions at beginning of year2012-12-31$23,620
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$91,883
Value of net assets at end of year (total assets less liabilities)2012-12-31$1,793,611
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$1,701,728
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
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$81,659
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$1,718,690
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$1,657,108
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 contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$60,315
Employer contributions (assets) at end of year2012-12-31$35,280
Employer contributions (assets) at beginning of year2012-12-31$21,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$117,921
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)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31LANDA UMPIERRE PSC
Accountancy firm EIN2012-12-31300116076
2011 : SALARY DEFERRAL RETIREMENT PLAN 1081.01(D) PROGRAMA HEAD START MUNICIPIO DE MANATI 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$208,365
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$173,597
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$173,597
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$128,131
Value of total assets at end of year2011-12-31$1,701,728
Value of total assets at beginning of year2011-12-31$1,666,960
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$0
Total interest from all sources2011-12-31$80,234
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 bond2011-12-31No
If this is an individual account plan, was there a blackout period2011-12-31No
Funding deficiency by the employer to the plan for this plan year2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$59,025
Amount contributed by the employer to the plan for this plan year2011-12-31$59,025
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$69,106
Participant contributions at end of year2011-12-31$23,620
Participant contributions at beginning of year2011-12-31$12,206
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$34,768
Value of net assets at end of year (total assets less liabilities)2011-12-31$1,701,728
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$1,666,960
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
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$80,234
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$1,657,108
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$1,644,059
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$59,025
Employer contributions (assets) at end of year2011-12-31$21,000
Employer contributions (assets) at beginning of year2011-12-31$10,695
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$173,597
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)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31LANDA UMPIERRE PSC
Accountancy firm EIN2011-12-31300116076
2010 : SALARY DEFERRAL RETIREMENT PLAN 1081.01(D) PROGRAMA HEAD START MUNICIPIO DE MANATI 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$205,448
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$137,250
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$137,250
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$127,489
Value of total assets at end of year2010-12-31$1,666,960
Value of total assets at beginning of year2010-12-31$1,598,762
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$77,959
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 bond2010-12-31No
If this is an individual account plan, was there a blackout period2010-12-31No
Funding deficiency by the employer to the plan for this plan year2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$58,928
Amount contributed by the employer to the plan for this plan year2010-12-31$58,928
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$68,561
Participant contributions at end of year2010-12-31$12,206
Participant contributions at beginning of year2010-12-31$10,693
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$68,198
Value of net assets at end of year (total assets less liabilities)2010-12-31$1,666,960
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$1,598,762
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
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$77,959
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$1,644,059
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$1,578,469
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$58,928
Employer contributions (assets) at end of year2010-12-31$10,695
Employer contributions (assets) at beginning of year2010-12-31$9,600
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$137,250
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)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31LANDA UMPIERRE PSC
Accountancy firm EIN2010-12-31300116076
2009 : SALARY DEFERRAL RETIREMENT PLAN 1081.01(D) PROGRAMA HEAD START MUNICIPIO DE MANATI 2009 401k financial data
Funding deficiency by the employer to the plan for this plan year2009-12-31$0
Minimum employer required contribution for this plan year2009-12-31$58,710
Amount contributed by the employer to the plan for this plan year2009-12-31$58,710

Form 5500 Responses for SALARY DEFERRAL RETIREMENT PLAN 1081.01(D) PROGRAMA HEAD START MUNICIPIO DE MANATI

2022: SALARY DEFERRAL RETIREMENT PLAN 1081.01(D) PROGRAMA HEAD START MUNICIPIO DE MANATI 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 benefit arrangement – InsuranceYes
2021: SALARY DEFERRAL RETIREMENT PLAN 1081.01(D) PROGRAMA HEAD START MUNICIPIO DE MANATI 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 benefit arrangement – InsuranceYes
2020: SALARY DEFERRAL RETIREMENT PLAN 1081.01(D) PROGRAMA HEAD START MUNICIPIO DE MANATI 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 benefit arrangement – InsuranceYes
2019: SALARY DEFERRAL RETIREMENT PLAN 1081.01(D) PROGRAMA HEAD START MUNICIPIO DE MANATI 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 benefit arrangement – InsuranceYes
2018: SALARY DEFERRAL RETIREMENT PLAN 1081.01(D) PROGRAMA HEAD START MUNICIPIO DE MANATI 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 benefit arrangement – InsuranceYes
2017: SALARY DEFERRAL RETIREMENT PLAN 1081.01(D) PROGRAMA HEAD START MUNICIPIO DE MANATI 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 benefit arrangement – InsuranceYes
2016: SALARY DEFERRAL RETIREMENT PLAN 1081.01(D) PROGRAMA HEAD START MUNICIPIO DE MANATI 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 benefit arrangement – InsuranceYes
2015: SALARY DEFERRAL RETIREMENT PLAN 1081.01(D) PROGRAMA HEAD START MUNICIPIO DE MANATI 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 benefit arrangement – InsuranceYes
2014: SALARY DEFERRAL RETIREMENT PLAN 1081.01(D) PROGRAMA HEAD START MUNICIPIO DE MANATI 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 benefit arrangement – InsuranceYes
2013: SALARY DEFERRAL RETIREMENT PLAN 1081.01(D) PROGRAMA HEAD START MUNICIPIO DE MANATI 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 benefit arrangement – InsuranceYes
2012: SALARY DEFERRAL RETIREMENT PLAN 1081.01(D) PROGRAMA HEAD START MUNICIPIO DE MANATI 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 benefit arrangement – InsuranceYes
2011: SALARY DEFERRAL RETIREMENT PLAN 1081.01(D) PROGRAMA HEAD START MUNICIPIO DE MANATI 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 benefit arrangement – InsuranceYes
2010: SALARY DEFERRAL RETIREMENT PLAN 1081.01(D) PROGRAMA HEAD START MUNICIPIO DE MANATI 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan benefit arrangement – InsuranceYes
2009: SALARY DEFERRAL RETIREMENT PLAN 1081.01(D) PROGRAMA HEAD START MUNICIPIO DE MANATI 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 benefit arrangement – InsuranceYes

Insurance Providers Used on plan

COOPERATIVA DE SEGUROS DE VIDA DE PUERTO RICO (National Association of Insurance Commissioners NAIC id number: 79715 )
Policy contract number19-124
Policy instance 1
Insurance contract or identification number19-124
Number of Individuals Covered163
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
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 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
COOPERATIVA DE SEGUROS DE VIDA DE PUERTO RICO (National Association of Insurance Commissioners NAIC id number: 79715 )
Policy contract number19-124
Policy instance 1
Insurance contract or identification number19-124
Number of Individuals Covered165
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
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 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
COOPERATIVA DE SEGUROS DE VIDA DE PUERTO RICO (National Association of Insurance Commissioners NAIC id number: 79715 )
Policy contract number19-124
Policy instance 1
Insurance contract or identification number19-124
Number of Individuals Covered170
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with 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
COOPERATIVA DE SEGUROS DE VIDA DE PUERTO RICO (National Association of Insurance Commissioners NAIC id number: 79715 )
Policy contract number19-124
Policy instance 1
Insurance contract or identification number19-124
Number of Individuals Covered173
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with 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
COOPERATIVA DE SEGUROS DE VIDA DE PUERTO RICO (National Association of Insurance Commissioners NAIC id number: 79715 )
Policy contract number19-124
Policy instance 1
Insurance contract or identification number19-124
Number of Individuals Covered178
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with 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
COOPERATIVA DE SEGUROS DE VIDA DE PUERTO RICO (National Association of Insurance Commissioners NAIC id number: 79715 )
Policy contract number19-124
Policy instance 1
Insurance contract or identification number19-124
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 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
COOPERATIVA DE SEGUROS DE VIDA DE PUERTO RICO (National Association of Insurance Commissioners NAIC id number: 79715 )
Policy contract number19-124
Policy instance 1
Insurance contract or identification number19-124
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 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
COOPERATIVA DE SEGUROS DE VIDA DE PUERTO RICO (National Association of Insurance Commissioners NAIC id number: 79715 )
Policy contract number19-124
Policy instance 1
Insurance contract or identification number19-124
Number of Individuals Covered160
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with 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
COOPERATIVA DE SEGUROS DE VIDA DE PUERTO RICO (National Association of Insurance Commissioners NAIC id number: 79715 )
Policy contract number19-124
Policy instance 1
Insurance contract or identification number19-124
Number of Individuals Covered187
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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
COOPERATIVA DE SEGUROS DE VIDA DE PUERTO RICO (National Association of Insurance Commissioners NAIC id number: 79715 )
Policy contract number19-124
Policy instance 1
Insurance contract or identification number19-124
Number of Individuals Covered181
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
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 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
COOPERATIVA DE SEGUROS DE VIDA DE PUERTO RICO (National Association of Insurance Commissioners NAIC id number: 79715 )
Policy contract number19-124
Policy instance 1
Insurance contract or identification number19-124
Number of Individuals Covered181
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
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 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
COOPERATIVA DE SEGUROS DE VIDA DE PUERTO RICO (National Association of Insurance Commissioners NAIC id number: 79715 )
Policy contract number19-124
Policy instance 1
Insurance contract or identification number19-124
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
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 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

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