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EMPLOYEE BENEFIT PLAN OF THE ARC OF CADDO-BOSSIER 401k Plan overview

Plan NameEMPLOYEE BENEFIT PLAN OF THE ARC OF CADDO-BOSSIER
Plan identification number 001

EMPLOYEE BENEFIT PLAN OF THE ARC OF CADDO-BOSSIER Benefits

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

401k Sponsoring company profile

THE ARC CADDO-BOSSIER has sponsored the creation of one or more 401k plans.

Company Name:THE ARC CADDO-BOSSIER
Employer identification number (EIN):720482891
NAIC Classification:238900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EMPLOYEE BENEFIT PLAN OF THE ARC OF CADDO-BOSSIER

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-07-01
0012021-07-01
0012020-07-01
0012020-07-01
0012019-07-01
0012018-07-01
0012017-07-01SANDY SMITH
0012016-07-01SANDY SMITH SANDY SMITH2017-12-12
0012015-07-01SANDY SMITH SANDY SMITH2016-12-07
0012014-07-01SANDY SMITH SANDY SMITH2015-12-09
0012013-07-01SANDY SMITH SANDY SMITH2014-12-15
0012012-07-01SANDY SMITH SANDY SMITH2014-01-28
0012011-07-01SANDY SMITH SANDY SMITH2013-01-29
0012010-07-01CHRIS HORNE CHRIS HORNE2012-04-13
0012009-07-01JANET PARKER JANET PARKER2011-04-07

Plan Statistics for EMPLOYEE BENEFIT PLAN OF THE ARC OF CADDO-BOSSIER

401k plan membership statisitcs for EMPLOYEE BENEFIT PLAN OF THE ARC OF CADDO-BOSSIER

Measure Date Value
2021: EMPLOYEE BENEFIT PLAN OF THE ARC OF CADDO-BOSSIER 2021 401k membership
Total participants, beginning-of-year2021-07-01777
Total number of active participants reported on line 7a of the Form 55002021-07-01676
Number of retired or separated participants receiving benefits2021-07-010
Number of other retired or separated participants entitled to future benefits2021-07-0177
Total of all active and inactive participants2021-07-01753
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-011
Total participants2021-07-01754
Number of participants with account balances2021-07-01342
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-010
2020: EMPLOYEE BENEFIT PLAN OF THE ARC OF CADDO-BOSSIER 2020 401k membership
Total participants, beginning-of-year2020-07-01435
Total number of active participants reported on line 7a of the Form 55002020-07-01705
Number of retired or separated participants receiving benefits2020-07-010
Number of other retired or separated participants entitled to future benefits2020-07-0160
Total of all active and inactive participants2020-07-01765
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-0112
Total participants2020-07-01777
Number of participants with account balances2020-07-01353
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-010
2019: EMPLOYEE BENEFIT PLAN OF THE ARC OF CADDO-BOSSIER 2019 401k membership
Total participants, beginning-of-year2019-07-01433
Total number of active participants reported on line 7a of the Form 55002019-07-01361
Number of retired or separated participants receiving benefits2019-07-010
Number of other retired or separated participants entitled to future benefits2019-07-0160
Total of all active and inactive participants2019-07-01421
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-0114
Total participants2019-07-01435
Number of participants with account balances2019-07-01353
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-010
2018: EMPLOYEE BENEFIT PLAN OF THE ARC OF CADDO-BOSSIER 2018 401k membership
Total participants, beginning-of-year2018-07-01436
Total number of active participants reported on line 7a of the Form 55002018-07-01361
Number of retired or separated participants receiving benefits2018-07-010
Number of other retired or separated participants entitled to future benefits2018-07-0160
Total of all active and inactive participants2018-07-01421
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-0112
Total participants2018-07-01433
Number of participants with account balances2018-07-01356
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-010
2017: EMPLOYEE BENEFIT PLAN OF THE ARC OF CADDO-BOSSIER 2017 401k membership
Total participants, beginning-of-year2017-07-01447
Total number of active participants reported on line 7a of the Form 55002017-07-01362
Number of retired or separated participants receiving benefits2017-07-010
Number of other retired or separated participants entitled to future benefits2017-07-0161
Total of all active and inactive participants2017-07-01423
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-0113
Total participants2017-07-01436
Number of participants with account balances2017-07-01374
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-010
2016: EMPLOYEE BENEFIT PLAN OF THE ARC OF CADDO-BOSSIER 2016 401k membership
Total participants, beginning-of-year2016-07-01462
Total number of active participants reported on line 7a of the Form 55002016-07-01367
Number of retired or separated participants receiving benefits2016-07-010
Number of other retired or separated participants entitled to future benefits2016-07-0164
Total of all active and inactive participants2016-07-01431
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-0116
Total participants2016-07-01447
Number of participants with account balances2016-07-01386
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-019
2015: EMPLOYEE BENEFIT PLAN OF THE ARC OF CADDO-BOSSIER 2015 401k membership
Total participants, beginning-of-year2015-07-01453
Total number of active participants reported on line 7a of the Form 55002015-07-01377
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-0169
Total of all active and inactive participants2015-07-01446
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-0116
Total participants2015-07-01462
Number of participants with account balances2015-07-01460
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-0111
2014: EMPLOYEE BENEFIT PLAN OF THE ARC OF CADDO-BOSSIER 2014 401k membership
Total participants, beginning-of-year2014-07-01439
Total number of active participants reported on line 7a of the Form 55002014-07-01362
Number of retired or separated participants receiving benefits2014-07-010
Number of other retired or separated participants entitled to future benefits2014-07-0172
Total of all active and inactive participants2014-07-01434
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-0119
Total participants2014-07-01453
Number of participants with account balances2014-07-01453
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-016
2013: EMPLOYEE BENEFIT PLAN OF THE ARC OF CADDO-BOSSIER 2013 401k membership
Total participants, beginning-of-year2013-07-01430
Total number of active participants reported on line 7a of the Form 55002013-07-01356
Number of retired or separated participants receiving benefits2013-07-010
Number of other retired or separated participants entitled to future benefits2013-07-0163
Total of all active and inactive participants2013-07-01419
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-0120
Total participants2013-07-01439
Number of participants with account balances2013-07-01439
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-011
2012: EMPLOYEE BENEFIT PLAN OF THE ARC OF CADDO-BOSSIER 2012 401k membership
Total participants, beginning-of-year2012-07-01436
Total number of active participants reported on line 7a of the Form 55002012-07-01352
Number of retired or separated participants receiving benefits2012-07-010
Number of other retired or separated participants entitled to future benefits2012-07-0161
Total of all active and inactive participants2012-07-01413
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-0117
Total participants2012-07-01430
Number of participants with account balances2012-07-01428
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-011
2011: EMPLOYEE BENEFIT PLAN OF THE ARC OF CADDO-BOSSIER 2011 401k membership
Total participants, beginning-of-year2011-07-01448
Total number of active participants reported on line 7a of the Form 55002011-07-01359
Number of retired or separated participants receiving benefits2011-07-010
Number of other retired or separated participants entitled to future benefits2011-07-0166
Total of all active and inactive participants2011-07-01425
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-0111
Total participants2011-07-01436
Number of participants with account balances2011-07-01436
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-010
2010: EMPLOYEE BENEFIT PLAN OF THE ARC OF CADDO-BOSSIER 2010 401k membership
Total participants, beginning-of-year2010-07-01456
Total number of active participants reported on line 7a of the Form 55002010-07-01373
Number of retired or separated participants receiving benefits2010-07-010
Number of other retired or separated participants entitled to future benefits2010-07-0170
Total of all active and inactive participants2010-07-01443
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-07-015
Total participants2010-07-01448
Number of participants with account balances2010-07-01447
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-07-010
2009: EMPLOYEE BENEFIT PLAN OF THE ARC OF CADDO-BOSSIER 2009 401k membership
Total participants, beginning-of-year2009-07-01445
Total number of active participants reported on line 7a of the Form 55002009-07-01381
Number of retired or separated participants receiving benefits2009-07-010
Number of other retired or separated participants entitled to future benefits2009-07-0173
Total of all active and inactive participants2009-07-01454
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-012
Total participants2009-07-01456
Number of participants with account balances2009-07-01456
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-010

Financial Data on EMPLOYEE BENEFIT PLAN OF THE ARC OF CADDO-BOSSIER

Measure Date Value
2022 : EMPLOYEE BENEFIT PLAN OF THE ARC OF CADDO-BOSSIER 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-06-30$0
Total unrealized appreciation/depreciation of assets2022-06-30$0
Total transfer of assets to this plan2022-06-30$458,049
Total transfer of assets from this plan2022-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total income from all sources (including contributions)2022-06-30$-383,779
Total loss/gain on sale of assets2022-06-30$0
Total of all expenses incurred2022-06-30$677,199
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$673,971
Expenses. Certain deemed distributions of participant loans2022-06-30$0
Value of total corrective distributions2022-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$119,434
Value of total assets at end of year2022-06-30$2,436,664
Value of total assets at beginning of year2022-06-30$3,039,593
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$3,228
Total interest from all sources2022-06-30$2,159
Total dividends received (eg from common stock, registered investment company shares)2022-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2022-06-30$0
Assets. Real estate other than employer real property at end of year2022-06-30$0
Assets. Real estate other than employer real property at beginning of year2022-06-30$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2022-06-30$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2022-06-30$0
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$300,000
If this is an individual account plan, was there a blackout period2022-06-30No
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Contributions received from participants2022-06-30$112,670
Participant contributions at end of year2022-06-30$0
Participant contributions at beginning of year2022-06-30$0
Participant contributions at end of year2022-06-30$0
Participant contributions at beginning of year2022-06-30$0
Assets. Other investments not covered elsewhere at end of year2022-06-30$0
Assets. Other investments not covered elsewhere at beginning of year2022-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2022-06-30$6,764
Assets. Loans (other than to participants) at end of year2022-06-30$0
Assets. Loans (other than to participants) at beginning of year2022-06-30$0
Other income not declared elsewhere2022-06-30$0
Administrative expenses (other) incurred2022-06-30$3,228
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Income. Non cash contributions2022-06-30$0
Value of net income/loss2022-06-30$-1,060,978
Value of net assets at end of year (total assets less liabilities)2022-06-30$2,436,664
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$3,039,593
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30No
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Assets. partnership/joint venture interests at end of year2022-06-30$0
Assets. partnership/joint venture interests at beginning of year2022-06-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-06-30$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-06-30$0
Value of interest in pooled separate accounts at end of year2022-06-30$2,121,319
Value of interest in pooled separate accounts at beginning of year2022-06-30$2,656,343
Interest on participant loans2022-06-30$0
Income. Interest from loans (other than to participants)2022-06-30$0
Interest earned on other investments2022-06-30$2,159
Income. Interest from US Government securities2022-06-30$0
Income. Interest from corporate debt instruments2022-06-30$0
Value of interest in master investment trust accounts at end of year2022-06-30$0
Value of interest in master investment trust accounts at beginning of year2022-06-30$0
Value of interest in common/collective trusts at end of year2022-06-30$0
Value of interest in common/collective trusts at beginning of year2022-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-06-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-06-30$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-06-30$0
Assets. Value of investments in 103.12 investment entities at end of year2022-06-30$0
Assets. Value of investments in 103.12 investment entities at beginning of year2022-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-06-30$315,345
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-06-30$383,250
Expenses. Payments to insurance carriers foe the provision of benefits2022-06-30$0
Asset value of US Government securities at end of year2022-06-30$0
Asset value of US Government securities at beginning of year2022-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-06-30$0
Net investment gain/loss from pooled separate accounts2022-06-30$-505,372
Net investment gain or loss from common/collective trusts2022-06-30$0
Net gain/loss from 103.12 investment entities2022-06-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30No
Was there a failure to transmit to the plan any participant contributions2022-06-30No
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Contributions received in cash from employer2022-06-30$0
Employer contributions (assets) at end of year2022-06-30$0
Employer contributions (assets) at beginning of year2022-06-30$0
Income. Dividends from preferred stock2022-06-30$0
Income. Dividends from common stock2022-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$673,971
Asset. Corporate debt instrument preferred debt at end of year2022-06-30$0
Asset. Corporate debt instrument preferred debt at beginning of year2022-06-30$0
Asset. Corporate debt instrument debt (other) at end of year2022-06-30$0
Asset. Corporate debt instrument debt (other) at beginning of year2022-06-30$0
Assets. Corporate common stocks other than exployer securities at end of year2022-06-30$0
Assets. Corporate common stocks other than exployer securities at beginning of year2022-06-30$0
Did the plan have assets held for investment2022-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-30No
Aggregate proceeds on sale of assets2022-06-30$0
Aggregate carrying amount (costs) on sale of assets2022-06-30$0
Opinion of an independent qualified public accountant for this plan2022-06-30Unqualified
Accountancy firm name2022-06-30HENRY & PETERS PC
Accountancy firm EIN2022-06-30751503978
2021 : EMPLOYEE BENEFIT PLAN OF THE ARC OF CADDO-BOSSIER 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total income from all sources (including contributions)2021-06-30$756,937
Total loss/gain on sale of assets2021-06-30$0
Total of all expenses incurred2021-06-30$177,430
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$173,538
Expenses. Certain deemed distributions of participant loans2021-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$125,997
Value of total assets at end of year2021-06-30$3,039,593
Value of total assets at beginning of year2021-06-30$2,460,086
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$3,892
Total interest from all sources2021-06-30$3,693
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$300,000
If this is an individual account plan, was there a blackout period2021-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-06-30$0
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Contributions received from participants2021-06-30$125,997
Income. Received or receivable in cash from other sources (including rollovers)2021-06-30$0
Other income not declared elsewhere2021-06-30$0
Administrative expenses (other) incurred2021-06-30$3,892
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$579,507
Value of net assets at end of year (total assets less liabilities)2021-06-30$3,039,593
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$2,460,086
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-06-30$2,656,343
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-06-30$2,101,768
Interest on participant loans2021-06-30$0
Interest earned on other investments2021-06-30$3,693
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-06-30$383,250
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-06-30$358,318
Expenses. Payments to insurance carriers foe the provision of benefits2021-06-30$0
Net investment gain/loss from pooled separate accounts2021-06-30$627,247
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30No
Was there a failure to transmit to the plan any participant contributions2021-06-30No
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Contributions received in cash from employer2021-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$173,538
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Opinion of an independent qualified public accountant for this plan2021-06-30Disclaimer
2020 : EMPLOYEE BENEFIT PLAN OF THE ARC OF CADDO-BOSSIER 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total income from all sources (including contributions)2020-06-30$218,570
Total loss/gain on sale of assets2020-06-30$0
Total of all expenses incurred2020-06-30$141,373
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$137,468
Expenses. Certain deemed distributions of participant loans2020-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$124,117
Value of total assets at end of year2020-06-30$2,460,086
Value of total assets at beginning of year2020-06-30$2,382,889
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$3,905
Total interest from all sources2020-06-30$3,969
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$300,000
If this is an individual account plan, was there a blackout period2020-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-06-30$0
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Contributions received from participants2020-06-30$124,117
Income. Received or receivable in cash from other sources (including rollovers)2020-06-30$0
Other income not declared elsewhere2020-06-30$0
Administrative expenses (other) incurred2020-06-30$3,905
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$77,197
Value of net assets at end of year (total assets less liabilities)2020-06-30$2,460,086
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$2,382,889
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-06-30$2,101,768
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$2,115,777
Interest on participant loans2020-06-30$0
Interest earned on other investments2020-06-30$3,969
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-06-30$358,318
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-06-30$267,112
Expenses. Payments to insurance carriers foe the provision of benefits2020-06-30$0
Net investment gain/loss from pooled separate accounts2020-06-30$90,484
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30No
Was there a failure to transmit to the plan any participant contributions2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Contributions received in cash from employer2020-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$137,468
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30Yes
Opinion of an independent qualified public accountant for this plan2020-06-30Disclaimer
Accountancy firm name2020-06-30HENRY & PETERS PC
Accountancy firm EIN2020-06-30751503978
2019 : EMPLOYEE BENEFIT PLAN OF THE ARC OF CADDO-BOSSIER 2019 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-06-30$0
2018 : EMPLOYEE BENEFIT PLAN OF THE ARC OF CADDO-BOSSIER 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total income from all sources (including contributions)2018-06-30$298,331
Total loss/gain on sale of assets2018-06-30$0
Total of all expenses incurred2018-06-30$88,455
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$84,349
Expenses. Certain deemed distributions of participant loans2018-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$120,156
Value of total assets at end of year2018-06-30$2,437,497
Value of total assets at beginning of year2018-06-30$2,227,621
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$4,106
Total interest from all sources2018-06-30$2,294
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$300,000
If this is an individual account plan, was there a blackout period2018-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-06-30$0
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Contributions received from participants2018-06-30$120,156
Income. Received or receivable in cash from other sources (including rollovers)2018-06-30$0
Other income not declared elsewhere2018-06-30$0
Administrative expenses (other) incurred2018-06-30$4,106
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$209,876
Value of net assets at end of year (total assets less liabilities)2018-06-30$2,437,497
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$2,227,621
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-06-30$2,190,585
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$1,997,084
Interest on participant loans2018-06-30$0
Interest earned on other investments2018-06-30$2,294
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-06-30$246,912
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-06-30$230,537
Expenses. Payments to insurance carriers foe the provision of benefits2018-06-30$0
Net investment gain/loss from pooled separate accounts2018-06-30$175,881
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30No
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Contributions received in cash from employer2018-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$84,349
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30Yes
Opinion of an independent qualified public accountant for this plan2018-06-30Disclaimer
Accountancy firm name2018-06-30HNERY & PETERS PC
Accountancy firm EIN2018-06-30751503978
2017 : EMPLOYEE BENEFIT PLAN OF THE ARC OF CADDO-BOSSIER 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total income from all sources (including contributions)2017-06-30$368,303
Total loss/gain on sale of assets2017-06-30$0
Total of all expenses incurred2017-06-30$265,231
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$261,104
Expenses. Certain deemed distributions of participant loans2017-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$120,618
Value of total assets at end of year2017-06-30$2,227,621
Value of total assets at beginning of year2017-06-30$2,124,549
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$4,127
Total interest from all sources2017-06-30$2,196
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$300,000
If this is an individual account plan, was there a blackout period2017-06-30No
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Contributions received from participants2017-06-30$120,618
Income. Received or receivable in cash from other sources (including rollovers)2017-06-30$0
Other income not declared elsewhere2017-06-30$0
Administrative expenses (other) incurred2017-06-30$4,127
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$103,072
Value of net assets at end of year (total assets less liabilities)2017-06-30$2,227,621
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$2,124,549
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-06-30$1,997,084
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$1,922,745
Interest on participant loans2017-06-30$0
Interest earned on other investments2017-06-30$2,196
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-06-30$230,537
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-06-30$201,804
Expenses. Payments to insurance carriers foe the provision of benefits2017-06-30$0
Net investment gain/loss from pooled separate accounts2017-06-30$245,489
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30No
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$261,104
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30Yes
Opinion of an independent qualified public accountant for this plan2017-06-30Disclaimer
Accountancy firm name2017-06-30HENRY AND PETERS P.C
Accountancy firm EIN2017-06-30751503978
2016 : EMPLOYEE BENEFIT PLAN OF THE ARC OF CADDO-BOSSIER 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total income from all sources (including contributions)2016-06-30$91,216
Total loss/gain on sale of assets2016-06-30$0
Total of all expenses incurred2016-06-30$263,822
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$259,611
Expenses. Certain deemed distributions of participant loans2016-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$99,303
Value of total assets at end of year2016-06-30$2,124,549
Value of total assets at beginning of year2016-06-30$2,297,155
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$4,211
Total interest from all sources2016-06-30$2,057
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$300,000
If this is an individual account plan, was there a blackout period2016-06-30No
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Contributions received from participants2016-06-30$99,291
Income. Received or receivable in cash from other sources (including rollovers)2016-06-30$12
Other income not declared elsewhere2016-06-30$0
Administrative expenses (other) incurred2016-06-30$4,211
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$-172,606
Value of net assets at end of year (total assets less liabilities)2016-06-30$2,124,549
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$2,297,155
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$1,922,745
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$2,087,728
Interest on participant loans2016-06-30$0
Interest earned on other investments2016-06-30$2,057
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-06-30$201,804
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-06-30$209,427
Expenses. Payments to insurance carriers foe the provision of benefits2016-06-30$0
Net investment gain/loss from pooled separate accounts2016-06-30$-10,144
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30No
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$259,611
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30Yes
Opinion of an independent qualified public accountant for this plan2016-06-30Disclaimer
Accountancy firm name2016-06-30HENRY AND PETERS, P.C
Accountancy firm EIN2016-06-30751503978
2015 : EMPLOYEE BENEFIT PLAN OF THE ARC OF CADDO-BOSSIER 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total income from all sources (including contributions)2015-06-30$196,201
Total loss/gain on sale of assets2015-06-30$0
Total of all expenses incurred2015-06-30$362,633
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$362,633
Expenses. Certain deemed distributions of participant loans2015-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$108,616
Value of total assets at end of year2015-06-30$2,297,155
Value of total assets at beginning of year2015-06-30$2,463,587
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$0
Total interest from all sources2015-06-30$2,011
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$300,000
If this is an individual account plan, was there a blackout period2015-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-06-30$0
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Contributions received from participants2015-06-30$96,887
Income. Received or receivable in cash from other sources (including rollovers)2015-06-30$11,729
Other income not declared elsewhere2015-06-30$0
Administrative expenses (other) incurred2015-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$-166,432
Value of net assets at end of year (total assets less liabilities)2015-06-30$2,297,155
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$2,463,587
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-06-30$2,087,728
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$2,265,721
Interest on participant loans2015-06-30$0
Interest earned on other investments2015-06-30$2,011
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-06-30$209,427
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-06-30$197,866
Expenses. Payments to insurance carriers foe the provision of benefits2015-06-30$0
Net investment gain/loss from pooled separate accounts2015-06-30$85,574
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30No
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$362,633
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30Yes
Opinion of an independent qualified public accountant for this plan2015-06-30Disclaimer
Accountancy firm name2015-06-30HENRY AND PETERS, P.C.
Accountancy firm EIN2015-06-30751503978
2014 : EMPLOYEE BENEFIT PLAN OF THE ARC OF CADDO-BOSSIER 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total income from all sources (including contributions)2014-06-30$500,340
Total loss/gain on sale of assets2014-06-30$0
Total of all expenses incurred2014-06-30$515,504
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$515,504
Expenses. Certain deemed distributions of participant loans2014-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$139,902
Value of total assets at end of year2014-06-30$2,463,587
Value of total assets at beginning of year2014-06-30$2,478,751
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$0
Total interest from all sources2014-06-30$3,288
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$300,000
If this is an individual account plan, was there a blackout period2014-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-06-30$0
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Contributions received from participants2014-06-30$108,235
Income. Received or receivable in cash from other sources (including rollovers)2014-06-30$31,667
Other income not declared elsewhere2014-06-30$0
Administrative expenses (other) incurred2014-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$-15,164
Value of net assets at end of year (total assets less liabilities)2014-06-30$2,463,587
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$2,478,751
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-06-30$2,265,721
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$2,102,227
Interest on participant loans2014-06-30$0
Interest earned on other investments2014-06-30$3,288
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-06-30$197,866
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-06-30$376,524
Expenses. Payments to insurance carriers foe the provision of benefits2014-06-30$0
Net investment gain/loss from pooled separate accounts2014-06-30$357,150
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30No
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Contributions received in cash from employer2014-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$515,504
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30Yes
Opinion of an independent qualified public accountant for this plan2014-06-30Disclaimer
Accountancy firm name2014-06-30HENRY AND PETERS, P.C.
Accountancy firm EIN2014-06-30751503978
2013 : EMPLOYEE BENEFIT PLAN OF THE ARC OF CADDO-BOSSIER 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total income from all sources (including contributions)2013-06-30$388,400
Total loss/gain on sale of assets2013-06-30$0
Total of all expenses incurred2013-06-30$396,590
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$396,590
Expenses. Certain deemed distributions of participant loans2013-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$139,528
Value of total assets at end of year2013-06-30$2,478,751
Value of total assets at beginning of year2013-06-30$2,486,941
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$0
Total interest from all sources2013-06-30$5,256
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$300,000
If this is an individual account plan, was there a blackout period2013-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-06-30$0
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Contributions received from participants2013-06-30$139,528
Income. Received or receivable in cash from other sources (including rollovers)2013-06-30$0
Other income not declared elsewhere2013-06-30$0
Administrative expenses (other) incurred2013-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$-8,190
Value of net assets at end of year (total assets less liabilities)2013-06-30$2,478,751
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$2,486,941
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-06-30$2,102,227
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-06-30$2,119,684
Interest on participant loans2013-06-30$0
Interest earned on other investments2013-06-30$5,256
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-06-30$376,524
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-06-30$367,257
Expenses. Payments to insurance carriers foe the provision of benefits2013-06-30$0
Net investment gain/loss from pooled separate accounts2013-06-30$243,616
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30No
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$396,590
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30Yes
Opinion of an independent qualified public accountant for this plan2013-06-30Disclaimer
Accountancy firm name2013-06-30HENRY AND PETERS, P.C.
Accountancy firm EIN2013-06-30751503978
2012 : EMPLOYEE BENEFIT PLAN OF THE ARC OF CADDO-BOSSIER 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total income from all sources (including contributions)2012-06-30$173,687
Total loss/gain on sale of assets2012-06-30$0
Total of all expenses incurred2012-06-30$474,068
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$474,058
Expenses. Certain deemed distributions of participant loans2012-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$170,011
Value of total assets at end of year2012-06-30$2,486,941
Value of total assets at beginning of year2012-06-30$2,787,322
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$10
Total interest from all sources2012-06-30$6,035
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$300,000
If this is an individual account plan, was there a blackout period2012-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-06-30$0
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Contributions received from participants2012-06-30$153,065
Income. Received or receivable in cash from other sources (including rollovers)2012-06-30$16,853
Other income not declared elsewhere2012-06-30$775
Administrative expenses (other) incurred2012-06-30$10
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$-300,381
Value of net assets at end of year (total assets less liabilities)2012-06-30$2,486,941
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$2,787,322
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-06-30$2,119,684
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-06-30$2,539,229
Interest on participant loans2012-06-30$0
Interest earned on other investments2012-06-30$6,035
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-06-30$367,257
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-06-30$248,093
Expenses. Payments to insurance carriers foe the provision of benefits2012-06-30$0
Net investment gain/loss from pooled separate accounts2012-06-30$-3,134
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30No
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$93
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$474,058
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30Yes
Opinion of an independent qualified public accountant for this plan2012-06-30Disclaimer
Accountancy firm name2012-06-30HENRY AND PETERS, P.C.
Accountancy firm EIN2012-06-30751503978
2011 : EMPLOYEE BENEFIT PLAN OF THE ARC OF CADDO-BOSSIER 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total income from all sources (including contributions)2011-06-30$667,767
Total loss/gain on sale of assets2011-06-30$0
Total of all expenses incurred2011-06-30$266,748
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$266,738
Expenses. Certain deemed distributions of participant loans2011-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$162,074
Value of total assets at end of year2011-06-30$2,787,322
Value of total assets at beginning of year2011-06-30$2,386,303
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$10
Total interest from all sources2011-06-30$4,736
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$300,000
If this is an individual account plan, was there a blackout period2011-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-06-30$0
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Contributions received from participants2011-06-30$154,433
Income. Received or receivable in cash from other sources (including rollovers)2011-06-30$7,641
Other income not declared elsewhere2011-06-30$10
Administrative expenses (other) incurred2011-06-30$10
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$401,019
Value of net assets at end of year (total assets less liabilities)2011-06-30$2,787,322
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$2,386,303
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-06-30$2,539,229
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-06-30$2,195,588
Interest on participant loans2011-06-30$0
Interest earned on other investments2011-06-30$4,736
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-06-30$248,093
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-06-30$190,715
Expenses. Payments to insurance carriers foe the provision of benefits2011-06-30$0
Net investment gain/loss from pooled separate accounts2011-06-30$500,947
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30No
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$266,738
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30Yes
Opinion of an independent qualified public accountant for this plan2011-06-30Disclaimer
Accountancy firm name2011-06-30HENRY AND PETERS, P. C.
Accountancy firm EIN2011-06-30751503978
2010 : EMPLOYEE BENEFIT PLAN OF THE ARC OF CADDO-BOSSIER 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-06-30$0

Form 5500 Responses for EMPLOYEE BENEFIT PLAN OF THE ARC OF CADDO-BOSSIER

2021: EMPLOYEE BENEFIT PLAN OF THE ARC OF CADDO-BOSSIER 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Submission has been amendedNo
2021-07-01This submission is the final filingNo
2021-07-01This return/report is a short plan year return/report (less than 12 months)No
2021-07-01Plan is a collectively bargained planNo
2021-07-01Plan funding arrangement – InsuranceYes
2021-07-01Plan benefit arrangement – InsuranceYes
2020: EMPLOYEE BENEFIT PLAN OF THE ARC OF CADDO-BOSSIER 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Submission has been amendedYes
2020-07-01This submission is the final filingNo
2020-07-01This return/report is a short plan year return/report (less than 12 months)No
2020-07-01Plan is a collectively bargained planNo
2020-07-01Plan funding arrangement – InsuranceYes
2020-07-01Plan benefit arrangement – InsuranceYes
2019: EMPLOYEE BENEFIT PLAN OF THE ARC OF CADDO-BOSSIER 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Submission has been amendedNo
2019-07-01This submission is the final filingNo
2019-07-01This return/report is a short plan year return/report (less than 12 months)No
2019-07-01Plan is a collectively bargained planNo
2019-07-01Plan funding arrangement – InsuranceYes
2019-07-01Plan benefit arrangement – InsuranceYes
2018: EMPLOYEE BENEFIT PLAN OF THE ARC OF CADDO-BOSSIER 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Submission has been amendedNo
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planNo
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan benefit arrangement – InsuranceYes
2017: EMPLOYEE BENEFIT PLAN OF THE ARC OF CADDO-BOSSIER 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Submission has been amendedNo
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planNo
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan benefit arrangement – InsuranceYes
2016: EMPLOYEE BENEFIT PLAN OF THE ARC OF CADDO-BOSSIER 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan benefit arrangement – InsuranceYes
2015: EMPLOYEE BENEFIT PLAN OF THE ARC OF CADDO-BOSSIER 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement – InsuranceYes
2014: EMPLOYEE BENEFIT PLAN OF THE ARC OF CADDO-BOSSIER 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement – InsuranceYes
2013: EMPLOYEE BENEFIT PLAN OF THE ARC OF CADDO-BOSSIER 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement – InsuranceYes
2012: EMPLOYEE BENEFIT PLAN OF THE ARC OF CADDO-BOSSIER 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement – InsuranceYes
2011: EMPLOYEE BENEFIT PLAN OF THE ARC OF CADDO-BOSSIER 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement – InsuranceYes
2010: EMPLOYEE BENEFIT PLAN OF THE ARC OF CADDO-BOSSIER 2010 form 5500 responses
2010-07-01Type of plan entitySingle employer plan
2010-07-01Submission has been amendedNo
2010-07-01This submission is the final filingNo
2010-07-01This return/report is a short plan year return/report (less than 12 months)No
2010-07-01Plan is a collectively bargained planNo
2010-07-01Plan funding arrangement – InsuranceYes
2010-07-01Plan benefit arrangement – InsuranceYes
2009: EMPLOYEE BENEFIT PLAN OF THE ARC OF CADDO-BOSSIER 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedNo
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – InsuranceYes
2009-07-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number057510K
Policy instance 1
Insurance contract or identification number057510K
Number of Individuals Covered342
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $98
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees98
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number057510K
Policy instance 1
Insurance contract or identification number057510K
Number of Individuals Covered777
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $98
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees98
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number057510K
Policy instance 1
Insurance contract or identification number057510K
Number of Individuals Covered435
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $145
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees145
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number057510K
Policy instance 1
Insurance contract or identification number057510K
Number of Individuals Covered433
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $489
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees489
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number057510K
Policy instance 1
Insurance contract or identification number057510K
Number of Individuals Covered436
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $102
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees102
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker nameDALLAS REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number057510K
Policy instance 1
Insurance contract or identification number057510K
Number of Individuals Covered462
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $91
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees91
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker nameDALLAS REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number057510K
Policy instance 1
Insurance contract or identification number057510K
Number of Individuals Covered453
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $492
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees492
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker nameDALLAS REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number057510K
Policy instance 1
Insurance contract or identification number057510K
Number of Individuals Covered439
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $574
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees574
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker nameDALLAS REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number057510K
Policy instance 1
Insurance contract or identification number057510K
Number of Individuals Covered430
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $492
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees184
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker nameGORDON ESTES
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number057510K
Policy instance 1
Insurance contract or identification number057510K
Number of Individuals Covered436
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $503
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number057510K
Policy instance 1
Insurance contract or identification number057510K
Number of Individuals Covered448
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $980
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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