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CIVIL AIR PATROL EMPLOYEES SAVINGS TRUST 401k Plan overview

Plan NameCIVIL AIR PATROL EMPLOYEES SAVINGS TRUST
Plan identification number 002

CIVIL AIR PATROL EMPLOYEES SAVINGS TRUST 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.
  • 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

CIVIL AIR PATROL has sponsored the creation of one or more 401k plans.

Company Name:CIVIL AIR PATROL
Employer identification number (EIN):756037853
NAIC Classification:488100
NAIC Description: Support Activities for Air Transportation

Additional information about CIVIL AIR PATROL

Jurisdiction of Incorporation: COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF STATE
Incorporation Date:
Company Identification Number: 68287

More information about CIVIL AIR PATROL

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CIVIL AIR PATROL EMPLOYEES SAVINGS TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01STACY JACKSON
0022016-01-01SANDY STEELE
0022015-01-01SUSAN EASTER
0022014-01-01DON ROWLAND
0022013-01-01DON ROWLAND
0022012-01-01DON ROWLAND
0022011-01-01DON ROWLAND
0022010-01-01DON ROWLAND
0022009-01-012011-09-28
0022009-01-01DONNIE R ROWLAND DONNIE R ROWLAND2010-07-29
0022009-01-01DON ROWLAND

Plan Statistics for CIVIL AIR PATROL EMPLOYEES SAVINGS TRUST

401k plan membership statisitcs for CIVIL AIR PATROL EMPLOYEES SAVINGS TRUST

Measure Date Value
2022: CIVIL AIR PATROL EMPLOYEES SAVINGS TRUST 2022 401k membership
Total participants, beginning-of-year2022-01-01191
Total number of active participants reported on line 7a of the Form 55002022-01-01160
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0132
Total of all active and inactive participants2022-01-01192
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-013
Total participants2022-01-01195
Number of participants with account balances2022-01-01182
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: CIVIL AIR PATROL EMPLOYEES SAVINGS TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-01184
Total number of active participants reported on line 7a of the Form 55002021-01-01154
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0128
Total of all active and inactive participants2021-01-01182
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-012
Total participants2021-01-01184
Number of participants with account balances2021-01-01152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: CIVIL AIR PATROL EMPLOYEES SAVINGS TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-01185
Total number of active participants reported on line 7a of the Form 55002020-01-01153
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0125
Total of all active and inactive participants2020-01-01178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-012
Total participants2020-01-01180
Number of participants with account balances2020-01-01142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: CIVIL AIR PATROL EMPLOYEES SAVINGS TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-01183
Total number of active participants reported on line 7a of the Form 55002019-01-01158
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0121
Total of all active and inactive participants2019-01-01179
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-012
Total participants2019-01-01181
Number of participants with account balances2019-01-01140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: CIVIL AIR PATROL EMPLOYEES SAVINGS TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-01172
Total number of active participants reported on line 7a of the Form 55002018-01-01154
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0125
Total of all active and inactive participants2018-01-01179
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01180
Number of participants with account balances2018-01-01139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: CIVIL AIR PATROL EMPLOYEES SAVINGS TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-01177
Total number of active participants reported on line 7a of the Form 55002017-01-01144
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0124
Total of all active and inactive participants2017-01-01168
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01169
Number of participants with account balances2017-01-01133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: CIVIL AIR PATROL EMPLOYEES SAVINGS TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-01167
Total number of active participants reported on line 7a of the Form 55002016-01-01132
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0130
Total of all active and inactive participants2016-01-01162
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-01163
Number of participants with account balances2016-01-01135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: CIVIL AIR PATROL EMPLOYEES SAVINGS TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-01161
Total number of active participants reported on line 7a of the Form 55002015-01-01134
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0132
Total of all active and inactive participants2015-01-01166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-01167
Number of participants with account balances2015-01-01142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: CIVIL AIR PATROL EMPLOYEES SAVINGS TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-01166
Total number of active participants reported on line 7a of the Form 55002014-01-01129
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0128
Total of all active and inactive participants2014-01-01157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-012
Total participants2014-01-01159
Number of participants with account balances2014-01-01139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: CIVIL AIR PATROL EMPLOYEES SAVINGS TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-01178
Total number of active participants reported on line 7a of the Form 55002013-01-01128
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0133
Total of all active and inactive participants2013-01-01161
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-01162
Number of participants with account balances2013-01-01140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: CIVIL AIR PATROL EMPLOYEES SAVINGS TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-01181
Total number of active participants reported on line 7a of the Form 55002012-01-01141
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0132
Total of all active and inactive participants2012-01-01173
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-01174
Number of participants with account balances2012-01-01155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: CIVIL AIR PATROL EMPLOYEES SAVINGS TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-01179
Total number of active participants reported on line 7a of the Form 55002011-01-01156
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0124
Total of all active and inactive participants2011-01-01180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-01181
Number of participants with account balances2011-01-01158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: CIVIL AIR PATROL EMPLOYEES SAVINGS TRUST 2010 401k membership
Total participants, beginning-of-year2010-01-01182
Total number of active participants reported on line 7a of the Form 55002010-01-01156
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0122
Total of all active and inactive participants2010-01-01178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-011
Total participants2010-01-01179
Number of participants with account balances2010-01-01157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: CIVIL AIR PATROL EMPLOYEES SAVINGS TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-01197
Total number of active participants reported on line 7a of the Form 55002009-01-01156
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0125
Total of all active and inactive participants2009-01-01181
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01181
Number of participants with account balances2009-01-01154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on CIVIL AIR PATROL EMPLOYEES SAVINGS TRUST

Measure Date Value
2022 : CIVIL AIR PATROL EMPLOYEES SAVINGS TRUST 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-1,048,245
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,566,822
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,565,847
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,328,844
Value of total assets at end of year2022-12-31$16,007,625
Value of total assets at beginning of year2022-12-31$18,622,692
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$975
Total interest from all sources2022-12-31$10,071
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$190,722
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$190,722
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$859,003
Participant contributions at end of year2022-12-31$231,257
Participant contributions at beginning of year2022-12-31$226,423
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$10,673
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-2,615,067
Value of net assets at end of year (total assets less liabilities)2022-12-31$16,007,625
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$18,622,692
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$12,155,063
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$15,537,765
Value of interest in pooled separate accounts at end of year2022-12-31$3,621,305
Value of interest in pooled separate accounts at beginning of year2022-12-31$2,858,504
Interest on participant loans2022-12-31$10,071
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-2,652,767
Net investment gain/loss from pooled separate accounts2022-12-31$74,885
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$459,168
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,565,847
Contract administrator fees2022-12-31$975
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31WARREN AVERETT, LLC
Accountancy firm EIN2022-12-31454084437
2021 : CIVIL AIR PATROL EMPLOYEES SAVINGS TRUST 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$3,382,686
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$929,451
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$928,451
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,192,015
Value of total assets at end of year2021-12-31$18,622,692
Value of total assets at beginning of year2021-12-31$16,169,457
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$1,000
Total interest from all sources2021-12-31$15,382
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$319,595
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$319,595
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$771,477
Participant contributions at end of year2021-12-31$226,423
Participant contributions at beginning of year2021-12-31$303,859
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$3,305
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$2,453,235
Value of net assets at end of year (total assets less liabilities)2021-12-31$18,622,692
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$16,169,457
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$15,537,765
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$13,379,988
Value of interest in pooled separate accounts at end of year2021-12-31$2,858,504
Value of interest in pooled separate accounts at beginning of year2021-12-31$2,485,610
Interest on participant loans2021-12-31$15,382
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,807,490
Net investment gain/loss from pooled separate accounts2021-12-31$48,204
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$417,233
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$928,451
Contract administrator fees2021-12-31$1,000
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31WARREN AVERETT, LLC
Accountancy firm EIN2021-12-31454084437
2020 : CIVIL AIR PATROL EMPLOYEES SAVINGS TRUST 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$3,141,665
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$176,583
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$175,683
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,116,391
Value of total assets at end of year2020-12-31$16,169,457
Value of total assets at beginning of year2020-12-31$13,204,375
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$900
Total interest from all sources2020-12-31$20,993
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$188,709
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$188,709
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$693,416
Participant contributions at end of year2020-12-31$303,859
Participant contributions at beginning of year2020-12-31$354,147
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$33,741
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$2,965,082
Value of net assets at end of year (total assets less liabilities)2020-12-31$16,169,457
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$13,204,375
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$13,379,988
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$10,879,125
Value of interest in pooled separate accounts at end of year2020-12-31$2,485,610
Value of interest in pooled separate accounts at beginning of year2020-12-31$1,971,103
Interest on participant loans2020-12-31$20,993
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,768,797
Net investment gain/loss from pooled separate accounts2020-12-31$46,775
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$389,234
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$175,683
Contract administrator fees2020-12-31$900
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31WARREN AVERETT, LLC
Accountancy firm EIN2020-12-31454084437
2019 : CIVIL AIR PATROL EMPLOYEES SAVINGS TRUST 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$3,212,967
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$490,602
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$488,502
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,217,832
Value of total assets at end of year2019-12-31$13,204,375
Value of total assets at beginning of year2019-12-31$10,482,010
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$2,100
Total interest from all sources2019-12-31$19,034
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$228,469
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$228,469
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$660,170
Participant contributions at end of year2019-12-31$354,147
Participant contributions at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$190,467
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$2,722,365
Value of net assets at end of year (total assets less liabilities)2019-12-31$13,204,375
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$10,482,010
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$10,879,125
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$8,451,352
Value of interest in pooled separate accounts at end of year2019-12-31$1,971,103
Value of interest in pooled separate accounts at beginning of year2019-12-31$2,030,658
Interest on participant loans2019-12-31$19,034
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,698,541
Net investment gain/loss from pooled separate accounts2019-12-31$49,091
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$367,195
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$488,502
Contract administrator fees2019-12-31$2,100
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31WARREN AVERETT, LLC
Accountancy firm EIN2019-12-31454084437
2018 : CIVIL AIR PATROL EMPLOYEES SAVINGS TRUST 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$459,902
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$698,700
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$698,475
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,038,508
Value of total assets at end of year2018-12-31$10,482,010
Value of total assets at beginning of year2018-12-31$10,720,808
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$225
Total interest from all sources2018-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$175,169
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$175,169
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$618,974
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$78,363
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-238,798
Value of net assets at end of year (total assets less liabilities)2018-12-31$10,482,010
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$10,720,808
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$8,451,352
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$8,852,925
Value of interest in pooled separate accounts at end of year2018-12-31$2,030,658
Value of interest in pooled separate accounts at beginning of year2018-12-31$1,867,883
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-793,273
Net investment gain/loss from pooled separate accounts2018-12-31$39,498
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$341,171
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$698,475
Contract administrator fees2018-12-31$225
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31WARREN AVERETT, LLC
Accountancy firm EIN2018-12-31454084437
2017 : CIVIL AIR PATROL EMPLOYEES SAVINGS TRUST 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$2,300,304
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$2,229,701
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$2,229,551
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$833,397
Value of total assets at end of year2017-12-31$10,720,808
Value of total assets at beginning of year2017-12-31$10,650,205
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$150
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$165,131
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$165,131
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$516,674
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$2,519
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$70,603
Value of net assets at end of year (total assets less liabilities)2017-12-31$10,720,808
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$10,650,205
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$8,852,925
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$8,550,397
Value of interest in pooled separate accounts at end of year2017-12-31$1,867,883
Value of interest in pooled separate accounts at beginning of year2017-12-31$2,099,808
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,268,360
Net investment gain/loss from pooled separate accounts2017-12-31$33,416
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$314,204
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$2,229,551
Contract administrator fees2017-12-31$150
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31WARREN AVERETT, LLC
Accountancy firm EIN2017-12-31454084437
2016 : CIVIL AIR PATROL EMPLOYEES SAVINGS TRUST 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$1,773,795
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$899,525
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$899,349
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$905,794
Value of total assets at end of year2016-12-31$10,650,205
Value of total assets at beginning of year2016-12-31$9,775,935
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$176
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$161,753
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$161,753
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$544,860
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$31,968
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$874,270
Value of net assets at end of year (total assets less liabilities)2016-12-31$10,650,205
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$9,775,935
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$8,550,397
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$8,133,011
Value of interest in pooled separate accounts at end of year2016-12-31$2,099,808
Value of interest in pooled separate accounts at beginning of year2016-12-31$1,642,924
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$678,776
Net investment gain or loss from common/collective trusts2016-12-31$27,472
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$328,966
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$899,349
Contract administrator fees2016-12-31$176
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31Yes
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31WARREN AVERETT, LLC
Accountancy firm EIN2016-12-31454084437
2015 : CIVIL AIR PATROL EMPLOYEES SAVINGS TRUST 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$1,087,164
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$864,416
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$864,027
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$904,749
Value of total assets at end of year2015-12-31$9,775,935
Value of total assets at beginning of year2015-12-31$9,553,187
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$389
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$773,683
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$773,683
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$570,141
Administrative expenses (other) incurred2015-12-31$389
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$222,748
Value of net assets at end of year (total assets less liabilities)2015-12-31$9,775,935
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$9,553,187
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$8,133,011
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$7,807,379
Value of interest in pooled separate accounts at end of year2015-12-31$1,642,924
Value of interest in pooled separate accounts at beginning of year2015-12-31$1,745,808
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-610,052
Net investment gain/loss from pooled separate accounts2015-12-31$18,784
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$334,608
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$864,027
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31WARREN AVERETT, LLC
Accountancy firm EIN2015-12-31454084437
2014 : CIVIL AIR PATROL EMPLOYEES SAVINGS TRUST 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$1,283,576
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$530,491
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$530,488
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$862,032
Value of total assets at end of year2014-12-31$9,553,187
Value of total assets at beginning of year2014-12-31$8,800,102
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$3
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$570,563
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$570,563
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$527,471
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$19,329
Administrative expenses (other) incurred2014-12-31$3
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$753,085
Value of net assets at end of year (total assets less liabilities)2014-12-31$9,553,187
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$8,800,102
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$7,807,379
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$7,366,201
Value of interest in pooled separate accounts at end of year2014-12-31$1,745,808
Value of interest in pooled separate accounts at beginning of year2014-12-31$1,433,901
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-170,284
Net investment gain/loss from pooled separate accounts2014-12-31$21,265
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$315,232
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$530,488
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31WARREN AVERETT, LLC
Accountancy firm EIN2014-12-31454084437
2013 : CIVIL AIR PATROL EMPLOYEES SAVINGS TRUST 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$1,992,129
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,337,234
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,337,224
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$955,785
Value of total assets at end of year2013-12-31$8,800,102
Value of total assets at beginning of year2013-12-31$8,145,207
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$10
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$288,384
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$288,384
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$590,024
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$20,690
Administrative expenses (other) incurred2013-12-31$10
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$654,895
Value of net assets at end of year (total assets less liabilities)2013-12-31$8,800,102
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$8,145,207
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$7,366,201
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$6,892,745
Value of interest in pooled separate accounts at end of year2013-12-31$1,433,901
Value of interest in pooled separate accounts at beginning of year2013-12-31$1,252,462
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$727,810
Net investment gain/loss from pooled separate accounts2013-12-31$20,150
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$345,071
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,337,224
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31WARREN AVERETT, LLC
Accountancy firm EIN2013-12-31454084437
2012 : CIVIL AIR PATROL EMPLOYEES SAVINGS TRUST 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$1,781,896
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$272,624
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$272,621
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,024,141
Value of total assets at end of year2012-12-31$8,145,207
Value of total assets at beginning of year2012-12-31$6,635,935
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$3
Total interest from all sources2012-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$201,432
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$201,432
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$645,714
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$36
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$1,509,272
Value of net assets at end of year (total assets less liabilities)2012-12-31$8,145,207
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$6,635,935
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$3
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$6,892,745
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$5,617,211
Value of interest in pooled separate accounts at end of year2012-12-31$1,252,462
Value of interest in pooled separate accounts at beginning of year2012-12-31$1,018,724
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$534,790
Net investment gain/loss from pooled separate accounts2012-12-31$21,533
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$378,391
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$272,621
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31WARREN AVERETT, LLC
Accountancy firm EIN2012-12-31721341561
2011 : CIVIL AIR PATROL EMPLOYEES SAVINGS TRUST 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$991,616
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$506,898
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$506,898
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,077,761
Value of total assets at end of year2011-12-31$6,635,935
Value of total assets at beginning of year2011-12-31$6,151,217
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$0
Total interest from all sources2011-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$149,695
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$149,695
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$683,359
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$18,532
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$484,718
Value of net assets at end of year (total assets less liabilities)2011-12-31$6,635,935
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$6,151,217
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$5,617,211
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$5,049,900
Value of interest in pooled separate accounts at end of year2011-12-31$1,018,724
Value of interest in pooled separate accounts at beginning of year2011-12-31$1,101,317
Interest on participant loans2011-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-256,358
Net investment gain/loss from pooled separate accounts2011-12-31$20,518
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$375,870
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$506,898
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31WARREN AVERETT, LLC
Accountancy firm EIN2011-12-31721341561
2010 : CIVIL AIR PATROL EMPLOYEES SAVINGS TRUST 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$1,542,950
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$225,625
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$225,625
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,004,063
Value of total assets at end of year2010-12-31$6,151,217
Value of total assets at beginning of year2010-12-31$4,833,892
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$70,244
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$70,244
Was this plan covered by a fidelity bond2010-12-31No
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$623,451
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$7,001
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$1,317,325
Value of net assets at end of year (total assets less liabilities)2010-12-31$6,151,217
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$4,833,892
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$5,049,900
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$4,072,381
Value of interest in pooled separate accounts at end of year2010-12-31$1,101,317
Value of interest in pooled separate accounts at beginning of year2010-12-31$761,511
Interest on participant loans2010-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$450,556
Net investment gain/loss from pooled separate accounts2010-12-31$18,087
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$373,611
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$225,625
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31WARREN AVERETT KIMBROUGH MARIN
Accountancy firm EIN2010-12-31631239864
2009 : CIVIL AIR PATROL EMPLOYEES SAVINGS TRUST 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for CIVIL AIR PATROL EMPLOYEES SAVINGS TRUST

2022: CIVIL AIR PATROL EMPLOYEES SAVINGS TRUST 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedYes
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: CIVIL AIR PATROL EMPLOYEES SAVINGS TRUST 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: CIVIL AIR PATROL EMPLOYEES SAVINGS TRUST 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: CIVIL AIR PATROL EMPLOYEES SAVINGS TRUST 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: CIVIL AIR PATROL EMPLOYEES SAVINGS TRUST 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: CIVIL AIR PATROL EMPLOYEES SAVINGS TRUST 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: CIVIL AIR PATROL EMPLOYEES SAVINGS TRUST 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: CIVIL AIR PATROL EMPLOYEES SAVINGS TRUST 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: CIVIL AIR PATROL EMPLOYEES SAVINGS TRUST 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: CIVIL AIR PATROL EMPLOYEES SAVINGS TRUST 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: CIVIL AIR PATROL EMPLOYEES SAVINGS TRUST 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: CIVIL AIR PATROL EMPLOYEES SAVINGS TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: CIVIL AIR PATROL EMPLOYEES SAVINGS TRUST 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: CIVIL AIR PATROL EMPLOYEES SAVINGS TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract number31505
Policy instance 1
Insurance contract or identification number31505
Number of Individuals Covered182
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract number31505
Policy instance 1
Insurance contract or identification number31505
Number of Individuals Covered152
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract number31505
Policy instance 1
Insurance contract or identification number31505
Number of Individuals Covered142
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract number31505
Policy instance 1
Insurance contract or identification number31505
Number of Individuals Covered140
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract number31505
Policy instance 1
Insurance contract or identification number31505
Number of Individuals Covered133
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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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