401k Plan data: AMERICAN LEADERSHIP ACADEMY 401(K) PLAN plan

AMERICAN LEADERSHIP ACADEMY 401(K) PLAN 401k Plan overview

Plan Name	AMERICAN LEADERSHIP ACADEMY 401(K) PLAN
Plan identification number	001

AMERICAN LEADERSHIP ACADEMY 401(K) PLAN Benefits

401k Plan Type

Defined 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.
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

CHARTER ONE has sponsored the creation of one or more 401k plans.

Company Name: CHARTER ONE

Employer identification number (EIN): 823735558

NAIC Classification: 611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AMERICAN LEADERSHIP ACADEMY 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2021-07-01
001 2020-07-01
001 2019-07-01 ROBERT PLOWMAN 2021-03-31
001 2018-07-01 ROBERT PLOWMAN 2020-04-13

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2021-07-01
001	2020-07-01
001	2019-07-01	ROBERT PLOWMAN	2021-03-31
001	2018-07-01	ROBERT PLOWMAN	2020-04-13

Plan Statistics for AMERICAN LEADERSHIP ACADEMY 401(K) PLAN

401k plan membership statisitcs for AMERICAN LEADERSHIP ACADEMY 401(K) PLAN

Measure Date Value
2021: AMERICAN LEADERSHIP ACADEMY 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-07-01 2,060
Total number of active participants reported on line 7a of the Form 5500 2021-07-01 1,435
Number of retired or separated participants receiving benefits 2021-07-01 0
Number of other retired or separated participants entitled to future benefits 2021-07-01 879
Total of all active and inactive participants 2021-07-01 2,314
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-07-01 0
Total participants 2021-07-01 2,314
Number of participants with account balances 2021-07-01 2,178
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-07-01 43
2020: AMERICAN LEADERSHIP ACADEMY 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-07-01 1,793
Total number of active participants reported on line 7a of the Form 5500 2020-07-01 1,394
Number of retired or separated participants receiving benefits 2020-07-01 0
Number of other retired or separated participants entitled to future benefits 2020-07-01 666
Total of all active and inactive participants 2020-07-01 2,060
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-07-01 0
Total participants 2020-07-01 2,060
Number of participants with account balances 2020-07-01 1,829
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-07-01 32
2019: AMERICAN LEADERSHIP ACADEMY 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-07-01 1,470
Total number of active participants reported on line 7a of the Form 5500 2019-07-01 1,363
Number of retired or separated participants receiving benefits 2019-07-01 0
Number of other retired or separated participants entitled to future benefits 2019-07-01 430
Total of all active and inactive participants 2019-07-01 1,793
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-07-01 0
Total participants 2019-07-01 1,793
Number of participants with account balances 2019-07-01 1,463
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-07-01 92
2018: AMERICAN LEADERSHIP ACADEMY 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-07-01 1,064
Total number of active participants reported on line 7a of the Form 5500 2018-07-01 1,199
Number of retired or separated participants receiving benefits 2018-07-01 0
Number of other retired or separated participants entitled to future benefits 2018-07-01 271
Total of all active and inactive participants 2018-07-01 1,470
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-07-01 0
Total participants 2018-07-01 1,470
Number of participants with account balances 2018-07-01 1,180
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-07-01 594

Measure	Date	Value
2021: AMERICAN LEADERSHIP ACADEMY 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-07-01	2,060
Total number of active participants reported on line 7a of the Form 5500	2021-07-01	1,435
Number of retired or separated participants receiving benefits	2021-07-01	0
Number of other retired or separated participants entitled to future benefits	2021-07-01	879
Total of all active and inactive participants	2021-07-01	2,314
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-07-01	0
Total participants	2021-07-01	2,314
Number of participants with account balances	2021-07-01	2,178
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-07-01	43
2020: AMERICAN LEADERSHIP ACADEMY 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-07-01	1,793
Total number of active participants reported on line 7a of the Form 5500	2020-07-01	1,394
Number of retired or separated participants receiving benefits	2020-07-01	0
Number of other retired or separated participants entitled to future benefits	2020-07-01	666
Total of all active and inactive participants	2020-07-01	2,060
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-07-01	0
Total participants	2020-07-01	2,060
Number of participants with account balances	2020-07-01	1,829
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-07-01	32
2019: AMERICAN LEADERSHIP ACADEMY 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-07-01	1,470
Total number of active participants reported on line 7a of the Form 5500	2019-07-01	1,363
Number of retired or separated participants receiving benefits	2019-07-01	0
Number of other retired or separated participants entitled to future benefits	2019-07-01	430
Total of all active and inactive participants	2019-07-01	1,793
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-07-01	0
Total participants	2019-07-01	1,793
Number of participants with account balances	2019-07-01	1,463
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-07-01	92
2018: AMERICAN LEADERSHIP ACADEMY 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-07-01	1,064
Total number of active participants reported on line 7a of the Form 5500	2018-07-01	1,199
Number of retired or separated participants receiving benefits	2018-07-01	0
Number of other retired or separated participants entitled to future benefits	2018-07-01	271
Total of all active and inactive participants	2018-07-01	1,470
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-07-01	0
Total participants	2018-07-01	1,470
Number of participants with account balances	2018-07-01	1,180
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-07-01	594

Financial Data on AMERICAN LEADERSHIP ACADEMY 401(K) PLAN

Measure	Date	Value
2022 : AMERICAN LEADERSHIP ACADEMY 401(K) PLAN 2022 401k financial data
Total transfer of assets to this plan	2022-06-30	$52,556
Total transfer of assets from this plan	2022-06-30	$40,819
Total income from all sources (including contributions)	2022-06-30	$1,734,471
Total of all expenses incurred	2022-06-30	$1,399,221
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-06-30	$1,240,694
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-06-30	$3,397,275
Value of total assets at end of year	2022-06-30	$10,219,738
Value of total assets at beginning of year	2022-06-30	$9,872,751
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-06-30	$158,527
Total interest from all sources	2022-06-30	$3,098
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-06-30	No
Administrative expenses professional fees incurred	2022-06-30	$30,249
Was this plan covered by a fidelity bond	2022-06-30	Yes
Value of fidelity bond cover	2022-06-30	$500,000
If this is an individual account plan, was there a blackout period	2022-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2022-06-30	No
Contributions received from participants	2022-06-30	$2,222,263
Participant contributions at end of year	2022-06-30	$86,958
Participant contributions at beginning of year	2022-06-30	$61,176
Participant contributions at end of year	2022-06-30	$7
Participant contributions at beginning of year	2022-06-30	$95
Income. Received or receivable in cash from other sources (including rollovers)	2022-06-30	$362,264
Administrative expenses (other) incurred	2022-06-30	$128,278
Total non interest bearing cash at end of year	2022-06-30	$1,288
Total non interest bearing cash at beginning of year	2022-06-30	$10,462
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-06-30	No
Value of net income/loss	2022-06-30	$335,250
Value of net assets at end of year (total assets less liabilities)	2022-06-30	$10,219,738
Value of net assets at beginning of year (total assets less liabilities)	2022-06-30	$9,872,751
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-06-30	No
Were any leases to which the plan was party in default or uncollectible	2022-06-30	No
Value of interest in pooled separate accounts at end of year	2022-06-30	$9,314,648
Value of interest in pooled separate accounts at beginning of year	2022-06-30	$9,135,441
Interest on participant loans	2022-06-30	$3,098
Net investment gain/loss from pooled separate accounts	2022-06-30	$-1,665,902
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-06-30	No
Was there a failure to transmit to the plan any participant contributions	2022-06-30	Yes
Has the plan failed to provide any benefit when due under the plan	2022-06-30	No
Contributions received in cash from employer	2022-06-30	$812,748
Employer contributions (assets) at end of year	2022-06-30	$816,837
Employer contributions (assets) at beginning of year	2022-06-30	$665,577
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-06-30	$1,240,694
Did the plan have assets held for investment	2022-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-06-30	No
Opinion of an independent qualified public accountant for this plan	2022-06-30	Unqualified
Accountancy firm name	2022-06-30	METZ & ASSOCIATES PLLC
Accountancy firm EIN	2022-06-30	464558541
2021 : AMERICAN LEADERSHIP ACADEMY 401(K) PLAN 2021 401k financial data
Total income from all sources (including contributions)	2021-06-30	$4,897,404
Total of all expenses incurred	2021-06-30	$612,192
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-06-30	$491,080
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-06-30	$2,934,690
Value of total assets at end of year	2021-06-30	$9,872,751
Value of total assets at beginning of year	2021-06-30	$5,587,539
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-06-30	$121,112
Total interest from all sources	2021-06-30	$2,823
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-06-30	No
Administrative expenses professional fees incurred	2021-06-30	$19,460
Was this plan covered by a fidelity bond	2021-06-30	Yes
Value of fidelity bond cover	2021-06-30	$160,000
If this is an individual account plan, was there a blackout period	2021-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2021-06-30	No
Contributions received from participants	2021-06-30	$1,850,809
Participant contributions at end of year	2021-06-30	$61,176
Participant contributions at beginning of year	2021-06-30	$54,354
Participant contributions at end of year	2021-06-30	$95
Participant contributions at beginning of year	2021-06-30	$0
Income. Received or receivable in cash from other sources (including rollovers)	2021-06-30	$416,793
Administrative expenses (other) incurred	2021-06-30	$101,652
Total non interest bearing cash at end of year	2021-06-30	$10,462
Total non interest bearing cash at beginning of year	2021-06-30	$58,643
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-06-30	No
Value of net income/loss	2021-06-30	$4,285,212
Value of net assets at end of year (total assets less liabilities)	2021-06-30	$9,872,751
Value of net assets at beginning of year (total assets less liabilities)	2021-06-30	$5,587,539
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-06-30	No
Were any leases to which the plan was party in default or uncollectible	2021-06-30	No
Value of interest in pooled separate accounts at end of year	2021-06-30	$9,135,441
Value of interest in pooled separate accounts at beginning of year	2021-06-30	$4,966,269
Interest on participant loans	2021-06-30	$2,823
Net investment gain/loss from pooled separate accounts	2021-06-30	$1,959,891
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-06-30	No
Was there a failure to transmit to the plan any participant contributions	2021-06-30	No
Has the plan failed to provide any benefit when due under the plan	2021-06-30	No
Contributions received in cash from employer	2021-06-30	$667,088
Employer contributions (assets) at end of year	2021-06-30	$665,577
Employer contributions (assets) at beginning of year	2021-06-30	$508,273
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-06-30	$491,080
Did the plan have assets held for investment	2021-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-06-30	No
Opinion of an independent qualified public accountant for this plan	2021-06-30	Disclaimer
Accountancy firm name	2021-06-30	METZ & ASSOCIATES PLLC
Accountancy firm EIN	2021-06-30	464558541
2020 : AMERICAN LEADERSHIP ACADEMY 401(K) PLAN 2020 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-06-30	$25,064
Total income from all sources (including contributions)	2020-06-30	$2,384,023
Total of all expenses incurred	2020-06-30	$319,886
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-06-30	$233,908
Value of total corrective distributions	2020-06-30	$2,402
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-06-30	$2,061,890
Value of total assets at end of year	2020-06-30	$5,587,539
Value of total assets at beginning of year	2020-06-30	$3,548,466
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-06-30	$83,576
Total interest from all sources	2020-06-30	$2,268
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-06-30	No
Was this plan covered by a fidelity bond	2020-06-30	Yes
Value of fidelity bond cover	2020-06-30	$160,000
If this is an individual account plan, was there a blackout period	2020-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2020-06-30	No
Contributions received from participants	2020-06-30	$1,432,684
Participant contributions at end of year	2020-06-30	$54,354
Participant contributions at beginning of year	2020-06-30	$31,333
Income. Received or receivable in cash from other sources (including rollovers)	2020-06-30	$46,635
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2020-06-30	$25,064
Other income not declared elsewhere	2020-06-30	$489
Administrative expenses (other) incurred	2020-06-30	$83,576
Total non interest bearing cash at end of year	2020-06-30	$58,643
Total non interest bearing cash at beginning of year	2020-06-30	$861
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-06-30	No
Value of net income/loss	2020-06-30	$2,064,137
Value of net assets at end of year (total assets less liabilities)	2020-06-30	$5,587,539
Value of net assets at beginning of year (total assets less liabilities)	2020-06-30	$3,523,402
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-06-30	No
Were any leases to which the plan was party in default or uncollectible	2020-06-30	No
Value of interest in pooled separate accounts at end of year	2020-06-30	$4,966,269
Value of interest in pooled separate accounts at beginning of year	2020-06-30	$3,058,625
Interest on participant loans	2020-06-30	$2,517
Interest earned on other investments	2020-06-30	$-249
Net investment gain/loss from pooled separate accounts	2020-06-30	$319,376
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-06-30	No
Was there a failure to transmit to the plan any participant contributions	2020-06-30	Yes
Has the plan failed to provide any benefit when due under the plan	2020-06-30	No
Contributions received in cash from employer	2020-06-30	$582,571
Employer contributions (assets) at end of year	2020-06-30	$508,273
Employer contributions (assets) at beginning of year	2020-06-30	$457,647
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-06-30	$233,908
Did the plan have assets held for investment	2020-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2020-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2020-06-30	Disclaimer
Accountancy firm name	2020-06-30	METZ & ASSOCIATES PLLC
Accountancy firm EIN	2020-06-30	464558541
2019 : AMERICAN LEADERSHIP ACADEMY 401(K) PLAN 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-06-30	$25,064
Total income from all sources (including contributions)	2019-06-30	$1,881,380
Total of all expenses incurred	2019-06-30	$192,339
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-06-30	$192,339
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-06-30	$1,699,536
Value of total assets at end of year	2019-06-30	$3,548,466
Value of total assets at beginning of year	2019-06-30	$1,834,361
Total interest from all sources	2019-06-30	$469
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-06-30	No
Was this plan covered by a fidelity bond	2019-06-30	Yes
Value of fidelity bond cover	2019-06-30	$75,000
If this is an individual account plan, was there a blackout period	2019-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2019-06-30	No
Contributions received from participants	2019-06-30	$1,216,708
Participant contributions at end of year	2019-06-30	$31,333
Participant contributions at beginning of year	2019-06-30	$26,037
Participant contributions at beginning of year	2019-06-30	$392
Income. Received or receivable in cash from other sources (including rollovers)	2019-06-30	$13,593
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2019-06-30	$61,186
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2019-06-30	$25,064
Other income not declared elsewhere	2019-06-30	$1,193
Total non interest bearing cash at end of year	2019-06-30	$861
Total non interest bearing cash at beginning of year	2019-06-30	$2,077
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-06-30	No
Value of net income/loss	2019-06-30	$1,689,041
Value of net assets at end of year (total assets less liabilities)	2019-06-30	$3,523,402
Value of net assets at beginning of year (total assets less liabilities)	2019-06-30	$1,834,361
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-06-30	No
Were any leases to which the plan was party in default or uncollectible	2019-06-30	No
Value of interest in pooled separate accounts at end of year	2019-06-30	$3,058,625
Value of interest in pooled separate accounts at beginning of year	2019-06-30	$1,805,855
Interest on participant loans	2019-06-30	$1,107
Interest earned on other investments	2019-06-30	$-638
Net investment gain/loss from pooled separate accounts	2019-06-30	$180,182
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-06-30	No
Was there a failure to transmit to the plan any participant contributions	2019-06-30	Yes
Has the plan failed to provide any benefit when due under the plan	2019-06-30	No
Contributions received in cash from employer	2019-06-30	$469,235
Employer contributions (assets) at end of year	2019-06-30	$457,647
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-06-30	$131,153
Did the plan have assets held for investment	2019-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2019-06-30	Disclaimer
Accountancy firm name	2019-06-30	METZ & ASSOCIATES, LLC
Accountancy firm EIN	2019-06-30	464558541

Form 5500 Responses for AMERICAN LEADERSHIP ACADEMY 401(K) PLAN

2021: AMERICAN LEADERSHIP ACADEMY 401(K) PLAN 2021 form 5500 responses
2021-07-01	Type of plan entity	Mulitple employer plan
2021-07-01	Plan funding arrangement – Insurance	Yes
2021-07-01	Plan funding arrangement – Trust	Yes
2021-07-01	Plan benefit arrangement – Insurance	Yes
2021-07-01	Plan benefit arrangement - Trust	Yes
2020: AMERICAN LEADERSHIP ACADEMY 401(K) PLAN 2020 form 5500 responses
2020-07-01	Type of plan entity	Mulitple employer plan
2020-07-01	Plan funding arrangement – Insurance	Yes
2020-07-01	Plan funding arrangement – Trust	Yes
2020-07-01	Plan benefit arrangement – Insurance	Yes
2020-07-01	Plan benefit arrangement - Trust	Yes
2019: AMERICAN LEADERSHIP ACADEMY 401(K) PLAN 2019 form 5500 responses
2019-07-01	Type of plan entity	Mulitple employer plan
2019-07-01	Plan funding arrangement – Insurance	Yes
2019-07-01	Plan funding arrangement – Trust	Yes
2019-07-01	Plan benefit arrangement – Insurance	Yes
2019-07-01	Plan benefit arrangement - Trust	Yes
2018: AMERICAN LEADERSHIP ACADEMY 401(K) PLAN 2018 form 5500 responses
2018-07-01	Type of plan entity	Mulitple employer plan
2018-07-01	Plan funding arrangement – Insurance	Yes
2018-07-01	Plan funding arrangement – Trust	Yes
2018-07-01	Plan benefit arrangement – Insurance	Yes
2018-07-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

156283

Policy instance

Insurance contract or identification number	156283
Number of Individuals Covered	7
Total amount of commissions paid to insurance broker	USD $6
Total amount of fees paid to insurance company	USD $11
Commission paid to Insurance Broker	USD $6
Amount paid for insurance broker fees	11

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

152823

Policy instance

Insurance contract or identification number	152823
Number of Individuals Covered	8
Total amount of commissions paid to insurance broker	USD $58
Commission paid to Insurance Broker	USD $50
Insurance broker organization code?	5

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

151583

Policy instance

Insurance contract or identification number	151583
Number of Individuals Covered	41
Total amount of commissions paid to insurance broker	USD $462
Commission paid to Insurance Broker	USD $321
Insurance broker organization code?	5

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

139996

Policy instance

Insurance contract or identification number	139996
Number of Individuals Covered	98
Total amount of commissions paid to insurance broker	USD $1,112
Commission paid to Insurance Broker	USD $1,011
Insurance broker organization code?	4

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

151270

Policy instance

Insurance contract or identification number	151270
Number of Individuals Covered	139
Total amount of commissions paid to insurance broker	USD $8,166
Commission paid to Insurance Broker	USD $7,419
Insurance broker organization code?	4

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

129886

Policy instance

Insurance contract or identification number	129886
Number of Individuals Covered	2441
Insurance policy start date	2021-07-01
Insurance policy end date	2022-06-30
Total amount of commissions paid to insurance broker	USD $44,857
Total amount of fees paid to insurance company	USD $21,832
Commission paid to Insurance Broker	USD $40,745
Insurance broker organization code?	4
Amount paid for insurance broker fees	21832

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

139996

Policy instance

Insurance contract or identification number	139996
Number of Individuals Covered	75
Insurance policy start date	2020-07-01
Insurance policy end date	2021-06-30
Total amount of commissions paid to insurance broker	USD $431
Total amount of fees paid to insurance company	USD $97
Commission paid to Insurance Broker	USD $431
Insurance broker organization code?	4
Amount paid for insurance broker fees	97

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

129886

Policy instance

Insurance contract or identification number	129886
Number of Individuals Covered	2186
Insurance policy start date	2020-07-01
Insurance policy end date	2021-06-30
Total amount of commissions paid to insurance broker	USD $43,073
Total amount of fees paid to insurance company	USD $19,432
Commission paid to Insurance Broker	USD $39,563
Insurance broker organization code?	4
Amount paid for insurance broker fees	19432

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

129886

Policy instance

Insurance contract or identification number	129886
Number of Individuals Covered	1819
Insurance policy start date	2019-07-01
Insurance policy end date	2020-06-30
Total amount of commissions paid to insurance broker	USD $22,169
Total amount of fees paid to insurance company	USD $27,309
Amount paid for insurance broker fees	25309
Insurance broker organization code?	5
Commission paid to Insurance Broker	USD $22,169

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

129886

Policy instance

Insurance contract or identification number	129886
Number of Individuals Covered	1431
Insurance policy start date	2018-07-01
Insurance policy end date	2019-06-30
Total amount of commissions paid to insurance broker	USD $14,138
Total amount of fees paid to insurance company	USD $28,288
Amount paid for insurance broker fees	25837
Additional information about fees paid to insurance broker	TPA FEE
Insurance broker organization code?	5
Commission paid to Insurance Broker	USD $14,138

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Company Name:	CHARTER ONE
Employer identification number (EIN):	823735558
NAIC Classification:	611000