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FOUNDATION FOR BLIND CHILDREN 403(B) DC PLAN 401k Plan overview

Plan NameFOUNDATION FOR BLIND CHILDREN 403(B) DC PLAN
Plan identification number 002

FOUNDATION FOR BLIND CHILDREN 403(B) DC PLAN 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(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.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

FOUNDATION FOR BLIND CHILDREN has sponsored the creation of one or more 401k plans.

Company Name:FOUNDATION FOR BLIND CHILDREN
Employer identification number (EIN):860129981
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FOUNDATION FOR BLIND CHILDREN 403(B) DC PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022021-07-01MARC ASHTON2023-03-13 MARC ASHTON2023-03-13
0022021-07-01MARC ASHTON2023-05-09 MARC ASHTON2023-05-09
0022020-07-01MARC ASHTON2022-03-04 MARC ASHTON2022-03-04
0022019-07-01MARC ASHTON2021-04-01 MARC ASHTON2021-04-01
0022018-07-01MARC ASHTON2020-02-26 MARC ASHTON2020-02-26
0022017-07-01
0022016-07-01DEE NORTMAN DEE NORTMAN2018-03-12
0022015-07-01DEE NORTMAN DEE NORTMAN2017-03-05
0022014-07-01DEE NORTMAN DEE NORTMAN2016-02-22
0022013-07-01DEE NORTMAN DEE NORTMAN2015-03-19
0022012-07-01DEE NORTMAN DEE NORTMAN2014-04-13
0022011-07-01DEE NORTMAN
0022009-07-01MARGARET SLEEPER

Plan Statistics for FOUNDATION FOR BLIND CHILDREN 403(B) DC PLAN

401k plan membership statisitcs for FOUNDATION FOR BLIND CHILDREN 403(B) DC PLAN

Measure Date Value
2021: FOUNDATION FOR BLIND CHILDREN 403(B) DC PLAN 2021 401k membership
Total participants, beginning-of-year2021-07-01252
Total number of active participants reported on line 7a of the Form 55002021-07-01129
Number of retired or separated participants receiving benefits2021-07-010
Number of other retired or separated participants entitled to future benefits2021-07-01116
Total of all active and inactive participants2021-07-01245
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-010
Total participants2021-07-01245
Number of participants with account balances2021-07-01234
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-010
2020: FOUNDATION FOR BLIND CHILDREN 403(B) DC PLAN 2020 401k membership
Total participants, beginning-of-year2020-07-01259
Total number of active participants reported on line 7a of the Form 55002020-07-01125
Number of retired or separated participants receiving benefits2020-07-010
Number of other retired or separated participants entitled to future benefits2020-07-01127
Total of all active and inactive participants2020-07-01252
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-011
Total participants2020-07-01253
Number of participants with account balances2020-07-01243
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-010
2019: FOUNDATION FOR BLIND CHILDREN 403(B) DC PLAN 2019 401k membership
Total participants, beginning-of-year2019-07-01257
Total number of active participants reported on line 7a of the Form 55002019-07-01113
Number of retired or separated participants receiving benefits2019-07-010
Number of other retired or separated participants entitled to future benefits2019-07-01146
Total of all active and inactive participants2019-07-01259
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-010
Total participants2019-07-01259
Number of participants with account balances2019-07-01257
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-010
2018: FOUNDATION FOR BLIND CHILDREN 403(B) DC PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-01262
Total number of active participants reported on line 7a of the Form 55002018-07-01132
Number of retired or separated participants receiving benefits2018-07-010
Number of other retired or separated participants entitled to future benefits2018-07-01125
Total of all active and inactive participants2018-07-01257
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-010
Total participants2018-07-01257
Number of participants with account balances2018-07-01245
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-010
2017: FOUNDATION FOR BLIND CHILDREN 403(B) DC PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-01263
Total number of active participants reported on line 7a of the Form 55002017-07-01152
Number of retired or separated participants receiving benefits2017-07-010
Number of other retired or separated participants entitled to future benefits2017-07-01110
Total of all active and inactive participants2017-07-01262
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-010
Total participants2017-07-01262
Number of participants with account balances2017-07-01237
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-010
2016: FOUNDATION FOR BLIND CHILDREN 403(B) DC PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-01247
Total number of active participants reported on line 7a of the Form 55002016-07-01149
Number of retired or separated participants receiving benefits2016-07-010
Number of other retired or separated participants entitled to future benefits2016-07-01114
Total of all active and inactive participants2016-07-01263
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-010
Total participants2016-07-01263
Number of participants with account balances2016-07-01206
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-010
2015: FOUNDATION FOR BLIND CHILDREN 403(B) DC PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-01236
Total number of active participants reported on line 7a of the Form 55002015-07-01135
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-01112
Total of all active and inactive participants2015-07-01247
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-010
Total participants2015-07-01247
Number of participants with account balances2015-07-01197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-010
2014: FOUNDATION FOR BLIND CHILDREN 403(B) DC PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-01245
Total number of active participants reported on line 7a of the Form 55002014-07-01126
Number of retired or separated participants receiving benefits2014-07-010
Number of other retired or separated participants entitled to future benefits2014-07-01110
Total of all active and inactive participants2014-07-01236
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-010
Total participants2014-07-01236
Number of participants with account balances2014-07-01187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-010
2013: FOUNDATION FOR BLIND CHILDREN 403(B) DC PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-01237
Total number of active participants reported on line 7a of the Form 55002013-07-01134
Number of retired or separated participants receiving benefits2013-07-010
Number of other retired or separated participants entitled to future benefits2013-07-01111
Total of all active and inactive participants2013-07-01245
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-010
Total participants2013-07-01245
Number of participants with account balances2013-07-01188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-010
2012: FOUNDATION FOR BLIND CHILDREN 403(B) DC PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-01221
Total number of active participants reported on line 7a of the Form 55002012-07-01136
Number of retired or separated participants receiving benefits2012-07-010
Number of other retired or separated participants entitled to future benefits2012-07-01107
Total of all active and inactive participants2012-07-01243
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-010
Total participants2012-07-01243
Number of participants with account balances2012-07-01167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-010
2011: FOUNDATION FOR BLIND CHILDREN 403(B) DC PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-01217
Total number of active participants reported on line 7a of the Form 55002011-07-01128
Number of retired or separated participants receiving benefits2011-07-010
Number of other retired or separated participants entitled to future benefits2011-07-0199
Total of all active and inactive participants2011-07-01227
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-010
Total participants2011-07-01227
Number of participants with account balances2011-07-01147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-010
2009: FOUNDATION FOR BLIND CHILDREN 403(B) DC PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-01246
Total number of active participants reported on line 7a of the Form 55002009-07-01118
Number of retired or separated participants receiving benefits2009-07-010
Number of other retired or separated participants entitled to future benefits2009-07-0172
Total of all active and inactive participants2009-07-01190
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-010
Total participants2009-07-01190
Number of participants with account balances2009-07-01152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-010

Financial Data on FOUNDATION FOR BLIND CHILDREN 403(B) DC PLAN

Measure Date Value
2022 : FOUNDATION FOR BLIND CHILDREN 403(B) DC PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total income from all sources (including contributions)2022-06-30$-303,164
Total loss/gain on sale of assets2022-06-30$0
Total of all expenses incurred2022-06-30$591,526
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$561,534
Value of total corrective distributions2022-06-30$1,979
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$644,294
Value of total assets at end of year2022-06-30$6,493,441
Value of total assets at beginning of year2022-06-30$7,388,131
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$28,013
Total interest from all sources2022-06-30$24,856
Total dividends received (eg from common stock, registered investment company shares)2022-06-30$46,042
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2022-06-30$46,042
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$500,000
If this is an individual account plan, was there a blackout period2022-06-30No
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Contributions received from participants2022-06-30$404,119
Participant contributions at end of year2022-06-30$0
Participant contributions at beginning of year2022-06-30$14,618
Income. Received or receivable in cash from other sources (including rollovers)2022-06-30$25,604
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-06-30$536
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$-894,690
Value of net assets at end of year (total assets less liabilities)2022-06-30$6,493,441
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$7,388,131
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30No
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-06-30$5,346,443
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-06-30$6,492,942
Value of interest in pooled separate accounts at end of year2022-06-30$288,191
Value of interest in pooled separate accounts at beginning of year2022-06-30$218,986
Interest earned on other investments2022-06-30$24,856
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-06-30$858,271
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-06-30$655,014
Expenses. Payments to insurance carriers foe the provision of benefits2022-06-30$6,306
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-06-30$-1,066,009
Net investment gain/loss from pooled separate accounts2022-06-30$47,653
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30No
Was there a failure to transmit to the plan any participant contributions2022-06-30No
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Contributions received in cash from employer2022-06-30$214,571
Employer contributions (assets) at end of year2022-06-30$0
Employer contributions (assets) at beginning of year2022-06-30$6,571
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$555,228
Contract administrator fees2022-06-30$28,013
Did the plan have assets held for investment2022-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-30No
Opinion of an independent qualified public accountant for this plan2022-06-30Disclaimer
Accountancy firm name2022-06-30MOSS ADAMS LLP
Accountancy firm EIN2022-06-30910189318
2021 : FOUNDATION FOR BLIND CHILDREN 403(B) DC PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total income from all sources (including contributions)2021-06-30$2,219,486
Total loss/gain on sale of assets2021-06-30$0
Total of all expenses incurred2021-06-30$975,365
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$971,783
Value of total corrective distributions2021-06-30$3,582
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$555,267
Value of total assets at end of year2021-06-30$7,388,131
Value of total assets at beginning of year2021-06-30$6,144,010
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$0
Total interest from all sources2021-06-30$9,450
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$2
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2021-06-30$2
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$500,000
If this is an individual account plan, was there a blackout period2021-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-06-30$0
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Contributions received from participants2021-06-30$368,836
Participant contributions at end of year2021-06-30$14,618
Participant contributions at beginning of year2021-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2021-06-30$5,972
Other income not declared elsewhere2021-06-30$29,619
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$1,244,121
Value of net assets at end of year (total assets less liabilities)2021-06-30$7,388,131
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$6,144,010
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-06-30$6,492,942
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-06-30$5,205,434
Value of interest in pooled separate accounts at end of year2021-06-30$218,986
Value of interest in pooled separate accounts at beginning of year2021-06-30$168,527
Interest earned on other investments2021-06-30$9,450
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-06-30$655,014
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-06-30$770,049
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-06-30$1,611,433
Net investment gain/loss from pooled separate accounts2021-06-30$13,715
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30No
Was there a failure to transmit to the plan any participant contributions2021-06-30No
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Contributions received in cash from employer2021-06-30$180,459
Employer contributions (assets) at end of year2021-06-30$6,571
Employer contributions (assets) at beginning of year2021-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$971,783
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Opinion of an independent qualified public accountant for this plan2021-06-30Disclaimer
Accountancy firm name2021-06-30MOSS ADAMS LLP
Accountancy firm EIN2021-06-30910189318
2020 : FOUNDATION FOR BLIND CHILDREN 403(B) DC PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total income from all sources (including contributions)2020-06-30$758,593
Total loss/gain on sale of assets2020-06-30$0
Total of all expenses incurred2020-06-30$433,218
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$422,197
Value of total corrective distributions2020-06-30$2,280
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$514,268
Value of total assets at end of year2020-06-30$6,144,010
Value of total assets at beginning of year2020-06-30$5,818,635
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$8,741
Total interest from all sources2020-06-30$8,341
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$500,000
If this is an individual account plan, was there a blackout period2020-06-30No
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Contributions received from participants2020-06-30$344,603
Participant contributions at end of year2020-06-30$0
Participant contributions at beginning of year2020-06-30$11,302
Other income not declared elsewhere2020-06-30$28,820
Administrative expenses (other) incurred2020-06-30$8,741
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$325,375
Value of net assets at end of year (total assets less liabilities)2020-06-30$6,144,010
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$5,818,635
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-06-30$5,205,434
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$4,655,299
Value of interest in pooled separate accounts at end of year2020-06-30$168,527
Value of interest in pooled separate accounts at beginning of year2020-06-30$216,394
Interest earned on other investments2020-06-30$8,341
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-06-30$770,049
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-06-30$929,917
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-06-30$204,377
Net investment gain/loss from pooled separate accounts2020-06-30$2,787
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30No
Was there a failure to transmit to the plan any participant contributions2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Contributions received in cash from employer2020-06-30$169,665
Employer contributions (assets) at end of year2020-06-30$0
Employer contributions (assets) at beginning of year2020-06-30$5,723
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$422,197
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30Yes
Opinion of an independent qualified public accountant for this plan2020-06-30Disclaimer
Accountancy firm name2020-06-30MOSS ADAMS LLP
Accountancy firm EIN2020-06-30910189318
2019 : FOUNDATION FOR BLIND CHILDREN 403(B) DC PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total income from all sources (including contributions)2019-06-30$772,292
Total loss/gain on sale of assets2019-06-30$0
Total of all expenses incurred2019-06-30$304,920
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$300,729
Value of total corrective distributions2019-06-30$3,553
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$466,357
Value of total assets at end of year2019-06-30$5,818,635
Value of total assets at beginning of year2019-06-30$5,351,263
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$638
Total interest from all sources2019-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$500,000
If this is an individual account plan, was there a blackout period2019-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-06-30$0
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Contributions received from participants2019-06-30$296,411
Participant contributions at end of year2019-06-30$11,302
Participant contributions at beginning of year2019-06-30$11,418
Income. Received or receivable in cash from other sources (including rollovers)2019-06-30$1,964
Other income not declared elsewhere2019-06-30$30,130
Administrative expenses (other) incurred2019-06-30$638
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$467,372
Value of net assets at end of year (total assets less liabilities)2019-06-30$5,818,635
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$5,351,263
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-06-30$4,655,299
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$4,129,497
Value of interest in pooled separate accounts at end of year2019-06-30$216,394
Value of interest in pooled separate accounts at beginning of year2019-06-30$208,023
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-06-30$929,917
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-06-30$996,201
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-06-30$264,936
Net investment gain/loss from pooled separate accounts2019-06-30$10,869
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30No
Was there a failure to transmit to the plan any participant contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Contributions received in cash from employer2019-06-30$167,982
Employer contributions (assets) at end of year2019-06-30$5,723
Employer contributions (assets) at beginning of year2019-06-30$6,124
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$300,729
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30Yes
Opinion of an independent qualified public accountant for this plan2019-06-30Disclaimer
Accountancy firm name2019-06-30MOSS ADAMS LLP
Accountancy firm EIN2019-06-30910189318
2018 : FOUNDATION FOR BLIND CHILDREN 403(B) DC PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total income from all sources (including contributions)2018-06-30$844,500
Total loss/gain on sale of assets2018-06-30$0
Total of all expenses incurred2018-06-30$184,302
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$183,806
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$439,079
Value of total assets at end of year2018-06-30$5,351,263
Value of total assets at beginning of year2018-06-30$4,691,065
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$496
Total interest from all sources2018-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$470,000
If this is an individual account plan, was there a blackout period2018-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-06-30$0
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Contributions received from participants2018-06-30$247,659
Participant contributions at end of year2018-06-30$11,418
Participant contributions at beginning of year2018-06-30$8,152
Income. Received or receivable in cash from other sources (including rollovers)2018-06-30$21,341
Other income not declared elsewhere2018-06-30$28,836
Administrative expenses (other) incurred2018-06-30$496
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$660,198
Value of net assets at end of year (total assets less liabilities)2018-06-30$5,351,263
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$4,691,065
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-06-30$4,129,497
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$3,477,868
Value of interest in pooled separate accounts at end of year2018-06-30$208,023
Value of interest in pooled separate accounts at beginning of year2018-06-30$214,741
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-06-30$996,201
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-06-30$984,520
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-06-30$366,258
Net investment gain/loss from pooled separate accounts2018-06-30$10,327
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30No
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Contributions received in cash from employer2018-06-30$170,079
Employer contributions (assets) at end of year2018-06-30$6,124
Employer contributions (assets) at beginning of year2018-06-30$5,784
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$183,806
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30Yes
Opinion of an independent qualified public accountant for this plan2018-06-30Disclaimer
Accountancy firm name2018-06-30MOSS ADAMS LLP
Accountancy firm EIN2018-06-30910189318
2017 : FOUNDATION FOR BLIND CHILDREN 403(B) DC PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total income from all sources (including contributions)2017-06-30$839,715
Total loss/gain on sale of assets2017-06-30$0
Total of all expenses incurred2017-06-30$127,816
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$127,656
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$369,851
Value of total assets at end of year2017-06-30$4,691,065
Value of total assets at beginning of year2017-06-30$3,979,166
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$160
Total interest from all sources2017-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$468,000
If this is an individual account plan, was there a blackout period2017-06-30No
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Contributions received from participants2017-06-30$216,631
Participant contributions at end of year2017-06-30$8,152
Participant contributions at beginning of year2017-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2017-06-30$463
Other income not declared elsewhere2017-06-30$29,602
Administrative expenses (other) incurred2017-06-30$160
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$711,899
Value of net assets at end of year (total assets less liabilities)2017-06-30$4,691,065
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$3,979,166
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-06-30$3,477,868
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$2,773,770
Value of interest in pooled separate accounts at end of year2017-06-30$214,741
Value of interest in pooled separate accounts at beginning of year2017-06-30$249,564
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-06-30$984,520
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-06-30$955,832
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-06-30$431,859
Net investment gain/loss from pooled separate accounts2017-06-30$8,403
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30No
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$152,757
Employer contributions (assets) at end of year2017-06-30$5,784
Employer contributions (assets) at beginning of year2017-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$127,656
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30Yes
Opinion of an independent qualified public accountant for this plan2017-06-30Disclaimer
Accountancy firm name2017-06-30MOSS ADAMS LLP
Accountancy firm EIN2017-06-30910189318
2016 : FOUNDATION FOR BLIND CHILDREN 403(B) DC PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total income from all sources (including contributions)2016-06-30$270,669
Total loss/gain on sale of assets2016-06-30$0
Total of all expenses incurred2016-06-30$423,685
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$423,185
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$291,965
Value of total assets at end of year2016-06-30$3,979,166
Value of total assets at beginning of year2016-06-30$4,132,182
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$500
Total interest from all sources2016-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$414,000
If this is an individual account plan, was there a blackout period2016-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-06-30$0
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Contributions received from participants2016-06-30$162,674
Other income not declared elsewhere2016-06-30$28,811
Administrative expenses (other) incurred2016-06-30$500
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$-153,016
Value of net assets at end of year (total assets less liabilities)2016-06-30$3,979,166
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$4,132,182
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$2,773,770
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$3,161,602
Value of interest in pooled separate accounts at end of year2016-06-30$249,564
Value of interest in pooled separate accounts at beginning of year2016-06-30$249,783
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-06-30$955,832
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-06-30$720,797
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-06-30$-67,159
Net investment gain/loss from pooled separate accounts2016-06-30$17,052
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30No
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$129,291
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$423,185
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30Yes
Opinion of an independent qualified public accountant for this plan2016-06-30Disclaimer
Accountancy firm name2016-06-30MOSS ADAMS LLP
Accountancy firm EIN2016-06-30910189318
2015 : FOUNDATION FOR BLIND CHILDREN 403(B) DC PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total income from all sources (including contributions)2015-06-30$433,706
Total loss/gain on sale of assets2015-06-30$0
Total of all expenses incurred2015-06-30$486,287
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$485,649
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$264,899
Value of total assets at end of year2015-06-30$4,132,182
Value of total assets at beginning of year2015-06-30$4,184,763
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$638
Total interest from all sources2015-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$400,000
If this is an individual account plan, was there a blackout period2015-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-06-30$0
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Contributions received from participants2015-06-30$127,904
Income. Received or receivable in cash from other sources (including rollovers)2015-06-30$3,183
Other income not declared elsewhere2015-06-30$29,113
Administrative expenses (other) incurred2015-06-30$638
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$-52,581
Value of net assets at end of year (total assets less liabilities)2015-06-30$4,132,182
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$4,184,763
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-06-30$3,161,602
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$3,192,166
Value of interest in pooled separate accounts at end of year2015-06-30$249,783
Value of interest in pooled separate accounts at beginning of year2015-06-30$242,284
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-06-30$720,797
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-06-30$750,313
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-06-30$114,497
Net investment gain/loss from pooled separate accounts2015-06-30$25,197
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30No
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$133,812
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$485,649
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30Yes
Opinion of an independent qualified public accountant for this plan2015-06-30Disclaimer
Accountancy firm name2015-06-30MOSS ADAMS LLP
Accountancy firm EIN2015-06-30910189318
2014 : FOUNDATION FOR BLIND CHILDREN 403(B) DC PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total income from all sources (including contributions)2014-06-30$743,942
Total loss/gain on sale of assets2014-06-30$0
Total of all expenses incurred2014-06-30$215,556
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$215,556
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$195,999
Value of total assets at end of year2014-06-30$4,184,763
Value of total assets at beginning of year2014-06-30$3,656,377
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$0
Total interest from all sources2014-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$400,000
If this is an individual account plan, was there a blackout period2014-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-06-30$0
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Contributions received from participants2014-06-30$82,634
Other income not declared elsewhere2014-06-30$30,110
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$528,386
Value of net assets at end of year (total assets less liabilities)2014-06-30$4,184,763
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$3,656,377
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-06-30$3,192,166
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$2,603,917
Value of interest in pooled separate accounts at end of year2014-06-30$242,284
Value of interest in pooled separate accounts at beginning of year2014-06-30$306,285
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-06-30$750,313
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-06-30$746,175
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-06-30$492,457
Net investment gain/loss from pooled separate accounts2014-06-30$25,376
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30No
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Contributions received in cash from employer2014-06-30$113,365
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$215,556
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30Yes
Opinion of an independent qualified public accountant for this plan2014-06-30Disclaimer
Accountancy firm name2014-06-30MOSS ADAMS LLP
Accountancy firm EIN2014-06-30910189318
2013 : FOUNDATION FOR BLIND CHILDREN 403(B) DC PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total income from all sources (including contributions)2013-06-30$575,677
Total loss/gain on sale of assets2013-06-30$0
Total of all expenses incurred2013-06-30$301,725
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$301,725
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$234,178
Value of total assets at end of year2013-06-30$3,656,377
Value of total assets at beginning of year2013-06-30$3,382,425
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$0
Total interest from all sources2013-06-30$29,081
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Was this plan covered by a fidelity bond2013-06-30No
If this is an individual account plan, was there a blackout period2013-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-06-30$0
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Contributions received from participants2013-06-30$80,179
Participant contributions at end of year2013-06-30$0
Participant contributions at beginning of year2013-06-30$3,477
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$273,952
Value of net assets at end of year (total assets less liabilities)2013-06-30$3,656,377
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$3,382,425
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-06-30$2,603,917
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-06-30$2,390,654
Value of interest in pooled separate accounts at end of year2013-06-30$306,285
Value of interest in pooled separate accounts at beginning of year2013-06-30$281,112
Interest earned on other investments2013-06-30$29,081
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-06-30$746,175
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-06-30$703,572
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-06-30$288,195
Net investment gain/loss from pooled separate accounts2013-06-30$24,223
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30No
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$153,999
Employer contributions (assets) at end of year2013-06-30$0
Employer contributions (assets) at beginning of year2013-06-30$3,610
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$301,725
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30Yes
Opinion of an independent qualified public accountant for this plan2013-06-30Disclaimer
Accountancy firm name2013-06-30MOSS ADAMS LLP
Accountancy firm EIN2013-06-30910189318
2012 : FOUNDATION FOR BLIND CHILDREN 403(B) DC PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total income from all sources (including contributions)2012-06-30$271,955
Total loss/gain on sale of assets2012-06-30$0
Total of all expenses incurred2012-06-30$238,355
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$220,821
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$183,191
Value of total assets at end of year2012-06-30$3,382,425
Value of total assets at beginning of year2012-06-30$3,348,825
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$17,534
Total interest from all sources2012-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Administrative expenses professional fees incurred2012-06-30$17,534
Was this plan covered by a fidelity bond2012-06-30No
If this is an individual account plan, was there a blackout period2012-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-06-30$0
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Contributions received from participants2012-06-30$91,183
Participant contributions at end of year2012-06-30$3,477
Participant contributions at beginning of year2012-06-30$5,159
Other income not declared elsewhere2012-06-30$27,287
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$33,600
Value of net assets at end of year (total assets less liabilities)2012-06-30$3,382,425
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$3,348,825
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-06-30$2,390,654
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-06-30$2,452,654
Value of interest in pooled separate accounts at end of year2012-06-30$281,112
Value of interest in pooled separate accounts at beginning of year2012-06-30$253,179
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-06-30$703,572
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-06-30$632,467
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-06-30$33,540
Net investment gain/loss from pooled separate accounts2012-06-30$27,937
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30No
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$92,008
Employer contributions (assets) at end of year2012-06-30$3,610
Employer contributions (assets) at beginning of year2012-06-30$5,366
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$220,821
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30Yes
Opinion of an independent qualified public accountant for this plan2012-06-30Disclaimer
Accountancy firm name2012-06-30MAYER HOFFMAN MCCANN PC
Accountancy firm EIN2012-06-30431947695
2011 : FOUNDATION FOR BLIND CHILDREN 403(B) DC PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-06-30$14,490
Total unrealized appreciation/depreciation of assets2011-06-30$14,490
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total income from all sources (including contributions)2011-06-30$831,490
Total loss/gain on sale of assets2011-06-30$3,733
Total of all expenses incurred2011-06-30$90,554
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$73,659
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$291,665
Value of total assets at end of year2011-06-30$3,348,825
Value of total assets at beginning of year2011-06-30$2,607,889
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$16,895
Total interest from all sources2011-06-30$5,601
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Was this plan covered by a fidelity bond2011-06-30No
If this is an individual account plan, was there a blackout period2011-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-06-30$0
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Contributions received from participants2011-06-30$149,306
Participant contributions at end of year2011-06-30$5,159
Participant contributions at beginning of year2011-06-30$6,693
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$740,936
Value of net assets at end of year (total assets less liabilities)2011-06-30$3,348,825
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$2,607,889
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Investment advisory and management fees2011-06-30$16,895
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-06-30$2,452,654
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-06-30$1,888,365
Value of interest in pooled separate accounts at end of year2011-06-30$253,179
Value of interest in pooled separate accounts at beginning of year2011-06-30$146,240
Interest earned on other investments2011-06-30$5,601
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-06-30$632,467
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-06-30$560,455
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-06-30$484,139
Net investment gain/loss from pooled separate accounts2011-06-30$31,862
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30No
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$142,359
Employer contributions (assets) at end of year2011-06-30$5,366
Employer contributions (assets) at beginning of year2011-06-30$6,136
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$73,659
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Aggregate proceeds on sale of assets2011-06-30$3,733
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30Yes
Opinion of an independent qualified public accountant for this plan2011-06-30Disclaimer
Accountancy firm name2011-06-30MAYER HOFFMAN MCCANN PC
Accountancy firm EIN2011-06-30431947695
2010 : FOUNDATION FOR BLIND CHILDREN 403(B) DC PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-06-30$0

Form 5500 Responses for FOUNDATION FOR BLIND CHILDREN 403(B) DC PLAN

2021: FOUNDATION FOR BLIND CHILDREN 403(B) DC PLAN 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Submission has been amendedNo
2021-07-01This submission is the final filingNo
2021-07-01This return/report is a short plan year return/report (less than 12 months)No
2021-07-01Plan is a collectively bargained planNo
2021-07-01Plan funding arrangement – InsuranceYes
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement – InsuranceYes
2021-07-01Plan benefit arrangement - TrustYes
2020: FOUNDATION FOR BLIND CHILDREN 403(B) DC PLAN 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Submission has been amendedNo
2020-07-01This submission is the final filingNo
2020-07-01This return/report is a short plan year return/report (less than 12 months)No
2020-07-01Plan is a collectively bargained planNo
2020-07-01Plan funding arrangement – InsuranceYes
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement – InsuranceYes
2020-07-01Plan benefit arrangement - TrustYes
2019: FOUNDATION FOR BLIND CHILDREN 403(B) DC PLAN 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Submission has been amendedNo
2019-07-01This submission is the final filingNo
2019-07-01This return/report is a short plan year return/report (less than 12 months)No
2019-07-01Plan is a collectively bargained planNo
2019-07-01Plan funding arrangement – InsuranceYes
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement – InsuranceYes
2019-07-01Plan benefit arrangement - TrustYes
2018: FOUNDATION FOR BLIND CHILDREN 403(B) DC PLAN 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Submission has been amendedNo
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planNo
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement – InsuranceYes
2018-07-01Plan benefit arrangement - TrustYes
2017: FOUNDATION FOR BLIND CHILDREN 403(B) DC PLAN 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Submission has been amendedNo
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planNo
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement – InsuranceYes
2017-07-01Plan benefit arrangement - TrustYes
2016: FOUNDATION FOR BLIND CHILDREN 403(B) DC PLAN 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement – InsuranceYes
2016-07-01Plan benefit arrangement - TrustYes
2015: FOUNDATION FOR BLIND CHILDREN 403(B) DC PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement – InsuranceYes
2015-07-01Plan benefit arrangement - TrustYes
2014: FOUNDATION FOR BLIND CHILDREN 403(B) DC PLAN 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement – InsuranceYes
2014-07-01Plan benefit arrangement - TrustYes
2013: FOUNDATION FOR BLIND CHILDREN 403(B) DC PLAN 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement – InsuranceYes
2013-07-01Plan benefit arrangement - TrustYes
2012: FOUNDATION FOR BLIND CHILDREN 403(B) DC PLAN 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement – InsuranceYes
2012-07-01Plan benefit arrangement - TrustYes
2011: FOUNDATION FOR BLIND CHILDREN 403(B) DC PLAN 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement – InsuranceYes
2011-07-01Plan benefit arrangement - TrustYes
2009: FOUNDATION FOR BLIND CHILDREN 403(B) DC PLAN 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedNo
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – InsuranceYes
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement – InsuranceYes
2009-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 2
Insurance contract or identification number613953
Number of Individuals Covered180
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $18
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees18
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number387080
Policy instance 1
Insurance contract or identification number387080
Number of Individuals Covered94
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 2
Insurance contract or identification number613953
Number of Individuals Covered0
Insurance policy start date2021-06-15
Insurance policy end date2021-06-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number387080
Policy instance 1
Insurance contract or identification number387080
Number of Individuals Covered99
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG76088
Policy instance 2
Insurance contract or identification numberG76088
Number of Individuals Covered167
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number387080
Policy instance 1
Insurance contract or identification number387080
Number of Individuals Covered106
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG76088
Policy instance 2
Insurance contract or identification numberG76088
Number of Individuals Covered149
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Total amount of commissions paid to insurance brokerUSD $4,953
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,953
Insurance broker organization code?3
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number387080
Policy instance 1
Insurance contract or identification number387080
Number of Individuals Covered109
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG76088
Policy instance 2
Insurance contract or identification numberG76088
Number of Individuals Covered140
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $6,422
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number387080
Policy instance 1
Insurance contract or identification number387080
Number of Individuals Covered112
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number387080
Policy instance 2
Insurance contract or identification number387080
Number of Individuals Covered119
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG76088
Policy instance 1
Insurance contract or identification numberG76088
Number of Individuals Covered92
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Total amount of commissions paid to insurance brokerUSD $8,777
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $8,777
Insurance broker organization code?3
Insurance broker nameWELLS FARGO ADVISORS LLC
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG76088
Policy instance 2
Insurance contract or identification numberG76088
Number of Individuals Covered84
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Total amount of commissions paid to insurance brokerUSD $5,278
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,278
Insurance broker organization code?3
Insurance broker nameWELLS FARGO ADVISORS LLC
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number387080
Policy instance 1
Insurance contract or identification number387080
Number of Individuals Covered122
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number387080
Policy instance 2
Insurance contract or identification number387080
Number of Individuals Covered125
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG76088
Policy instance 1
Insurance contract or identification numberG76088
Number of Individuals Covered87
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $5,122
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $5,122
Insurance broker organization code?3
Insurance broker nameWS INS SERVICES LLC
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number387080
Policy instance 1
Insurance contract or identification number387080
Number of Individuals Covered167
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number387080
Policy instance 1
Insurance contract or identification number387080
Number of Individuals Covered147
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number387080
Policy instance 1
Insurance contract or identification number387080
Number of Individuals Covered153
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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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