401k Plan data: TRILLIUM FAMILY SERVICES, INC. EMPLOYEES RETIREMENT PLAN plan

TRILLIUM FAMILY SERVICES, INC. EMPLOYEES RETIREMENT PLAN 401k Plan overview

Plan Name	TRILLIUM FAMILY SERVICES, INC. EMPLOYEES RETIREMENT PLAN
Plan identification number	002

TRILLIUM FAMILY SERVICES, INC. EMPLOYEES RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

TRILLIUM FAMILY SERVICES, INC. has sponsored the creation of one or more 401k plans.

Company Name: TRILLIUM FAMILY SERVICES, INC.

Employer identification number (EIN): 930386966

NAIC Classification: 624100
NAIC Description: Individual and Family Services

Additional information about TRILLIUM FAMILY SERVICES, INC.

Jurisdiction of Incorporation: Oregon Secretary of State Corporations Division

Incorporation Date: 2013-01-15

Company Identification Number: 3256088

Legal Registered Office Address: 3415 SE POWELL BLVD

PORTLAND
United States of America (USA)
97202

More information about TRILLIUM FAMILY SERVICES, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TRILLIUM FAMILY SERVICES, INC. EMPLOYEES RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01 LISA KANE 2023-09-24
002 2021-01-01 LISA KANE 2022-09-21
002 2020-01-01 LISA KANE 2021-10-13
002 2019-01-01 LISA KANE 2020-09-24
002 2018-01-01 LISA KANE 2019-09-12
002 2017-01-01
002 2016-01-01
002 2015-01-01 LISA KANE
002 2014-01-01 LISA KANE
002 2013-01-01 LISA KANE

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2022-01-01	LISA KANE	2023-09-24
002	2021-01-01	LISA KANE	2022-09-21
002	2020-01-01	LISA KANE	2021-10-13
002	2019-01-01	LISA KANE	2020-09-24
002	2018-01-01	LISA KANE	2019-09-12
002	2017-01-01
002	2016-01-01
002	2015-01-01	LISA KANE
002	2014-01-01	LISA KANE
002	2013-01-01	LISA KANE

Plan Statistics for TRILLIUM FAMILY SERVICES, INC. EMPLOYEES RETIREMENT PLAN

401k plan membership statisitcs for TRILLIUM FAMILY SERVICES, INC. EMPLOYEES RETIREMENT PLAN

Measure Date Value
2022: TRILLIUM FAMILY SERVICES, INC. EMPLOYEES RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 621
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 444
Number of retired or separated participants receiving benefits 2022-01-01 1
Number of other retired or separated participants entitled to future benefits 2022-01-01 132
Total of all active and inactive participants 2022-01-01 577
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 2
Total participants 2022-01-01 579
Number of participants with account balances 2022-01-01 312
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 9
2021: TRILLIUM FAMILY SERVICES, INC. EMPLOYEES RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 638
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 472
Number of retired or separated participants receiving benefits 2021-01-01 1
Number of other retired or separated participants entitled to future benefits 2021-01-01 132
Total of all active and inactive participants 2021-01-01 605
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 2
Total participants 2021-01-01 607
Number of participants with account balances 2021-01-01 309
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: TRILLIUM FAMILY SERVICES, INC. EMPLOYEES RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 615
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 508
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 114
Total of all active and inactive participants 2020-01-01 622
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 2
Total participants 2020-01-01 624
Number of participants with account balances 2020-01-01 296
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: TRILLIUM FAMILY SERVICES, INC. EMPLOYEES RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 603
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 491
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 110
Total of all active and inactive participants 2019-01-01 601
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 2
Total participants 2019-01-01 603
Number of participants with account balances 2019-01-01 293
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: TRILLIUM FAMILY SERVICES, INC. EMPLOYEES RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 527
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 489
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 104
Total of all active and inactive participants 2018-01-01 593
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 593
Number of participants with account balances 2018-01-01 290
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: TRILLIUM FAMILY SERVICES, INC. EMPLOYEES RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 492
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 409
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 95
Total of all active and inactive participants 2017-01-01 504
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 504
Number of participants with account balances 2017-01-01 276
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 16
2016: TRILLIUM FAMILY SERVICES, INC. EMPLOYEES RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 532
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 404
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 79
Total of all active and inactive participants 2016-01-01 483
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 483
Number of participants with account balances 2016-01-01 271
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 9
2015: TRILLIUM FAMILY SERVICES, INC. EMPLOYEES RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 509
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 446
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 73
Total of all active and inactive participants 2015-01-01 519
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 519
Number of participants with account balances 2015-01-01 246
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: TRILLIUM FAMILY SERVICES, INC. EMPLOYEES RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 529
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 428
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 73
Total of all active and inactive participants 2014-01-01 501
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 501
Number of participants with account balances 2014-01-01 231
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: TRILLIUM FAMILY SERVICES, INC. EMPLOYEES RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 533
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 404
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 83
Total of all active and inactive participants 2013-01-01 487
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 487
Number of participants with account balances 2013-01-01 224
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0

Measure	Date	Value
2022: TRILLIUM FAMILY SERVICES, INC. EMPLOYEES RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	621
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	444
Number of retired or separated participants receiving benefits	2022-01-01	1
Number of other retired or separated participants entitled to future benefits	2022-01-01	132
Total of all active and inactive participants	2022-01-01	577
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	2
Total participants	2022-01-01	579
Number of participants with account balances	2022-01-01	312
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	9
2021: TRILLIUM FAMILY SERVICES, INC. EMPLOYEES RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	638
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	472
Number of retired or separated participants receiving benefits	2021-01-01	1
Number of other retired or separated participants entitled to future benefits	2021-01-01	132
Total of all active and inactive participants	2021-01-01	605
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	2
Total participants	2021-01-01	607
Number of participants with account balances	2021-01-01	309
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: TRILLIUM FAMILY SERVICES, INC. EMPLOYEES RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	615
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	508
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	114
Total of all active and inactive participants	2020-01-01	622
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	2
Total participants	2020-01-01	624
Number of participants with account balances	2020-01-01	296
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: TRILLIUM FAMILY SERVICES, INC. EMPLOYEES RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	603
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	491
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	110
Total of all active and inactive participants	2019-01-01	601
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	2
Total participants	2019-01-01	603
Number of participants with account balances	2019-01-01	293
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: TRILLIUM FAMILY SERVICES, INC. EMPLOYEES RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	527
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	489
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	104
Total of all active and inactive participants	2018-01-01	593
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	593
Number of participants with account balances	2018-01-01	290
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: TRILLIUM FAMILY SERVICES, INC. EMPLOYEES RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	492
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	409
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	95
Total of all active and inactive participants	2017-01-01	504
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	504
Number of participants with account balances	2017-01-01	276
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	16
2016: TRILLIUM FAMILY SERVICES, INC. EMPLOYEES RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	532
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	404
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	79
Total of all active and inactive participants	2016-01-01	483
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	483
Number of participants with account balances	2016-01-01	271
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	9
2015: TRILLIUM FAMILY SERVICES, INC. EMPLOYEES RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	509
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	446
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	73
Total of all active and inactive participants	2015-01-01	519
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	519
Number of participants with account balances	2015-01-01	246
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: TRILLIUM FAMILY SERVICES, INC. EMPLOYEES RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	529
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	428
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	73
Total of all active and inactive participants	2014-01-01	501
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	501
Number of participants with account balances	2014-01-01	231
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: TRILLIUM FAMILY SERVICES, INC. EMPLOYEES RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	533
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	404
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	83
Total of all active and inactive participants	2013-01-01	487
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	487
Number of participants with account balances	2013-01-01	224
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0

Financial Data on TRILLIUM FAMILY SERVICES, INC. EMPLOYEES RETIREMENT PLAN

Measure	Date	Value
2022 : TRILLIUM FAMILY SERVICES, INC. EMPLOYEES RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-1,255,707
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$1,759,168
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$1,752,534
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$1,571,452
Value of total assets at end of year	2022-12-31	$14,311,104
Value of total assets at beginning of year	2022-12-31	$17,325,979
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$6,634
Total interest from all sources	2022-12-31	$64,530
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$922,454
Participant contributions at end of year	2022-12-31	$39,562
Participant contributions at beginning of year	2022-12-31	$42,127
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$161,243
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-3,014,875
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$14,311,104
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$17,325,979
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in pooled separate accounts at end of year	2022-12-31	$12,128,746
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$15,185,123
Interest on participant loans	2022-12-31	$1,596
Interest earned on other investments	2022-12-31	$62,934
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$2,120,296
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$2,070,813
Net investment gain/loss from pooled separate accounts	2022-12-31	$-2,891,689
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$487,755
Employer contributions (assets) at end of year	2022-12-31	$22,500
Employer contributions (assets) at beginning of year	2022-12-31	$27,916
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$1,752,534
Contract administrator fees	2022-12-31	$6,634
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	JONES & ROTH, P.C.
Accountancy firm EIN	2022-12-31	930819646
2021 : TRILLIUM FAMILY SERVICES, INC. EMPLOYEES RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$3,455,182
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$342,935
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$340,943
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$1,509,039
Value of total assets at end of year	2021-12-31	$17,325,979
Value of total assets at beginning of year	2021-12-31	$14,213,732
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$1,992
Total interest from all sources	2021-12-31	$61,509
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$893,387
Participant contributions at end of year	2021-12-31	$42,127
Participant contributions at beginning of year	2021-12-31	$49,563
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$150,111
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$3,112,247
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$17,325,979
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$14,213,732
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in pooled separate accounts at end of year	2021-12-31	$15,185,123
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$12,326,203
Interest on participant loans	2021-12-31	$1,373
Interest earned on other investments	2021-12-31	$60,136
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$2,070,813
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$1,814,193
Net investment gain/loss from pooled separate accounts	2021-12-31	$1,884,634
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$465,541
Employer contributions (assets) at end of year	2021-12-31	$27,916
Employer contributions (assets) at beginning of year	2021-12-31	$23,773
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$340,943
Contract administrator fees	2021-12-31	$1,992
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	JONES & ROTH, PC
Accountancy firm EIN	2021-12-31	930819646
2020 : TRILLIUM FAMILY SERVICES, INC. EMPLOYEES RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$3,286,915
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$386,285
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$383,505
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$1,298,343
Value of total assets at end of year	2020-12-31	$14,213,732
Value of total assets at beginning of year	2020-12-31	$11,313,102
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$2,780
Total interest from all sources	2020-12-31	$53,926
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$851,319
Participant contributions at end of year	2020-12-31	$49,563
Participant contributions at beginning of year	2020-12-31	$52,429
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$23,963
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$2,900,630
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$14,213,732
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$11,313,102
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in pooled separate accounts at end of year	2020-12-31	$12,326,203
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$9,869,771
Interest on participant loans	2020-12-31	$2,255
Interest earned on other investments	2020-12-31	$51,671
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$1,814,193
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$1,374,096
Net investment gain/loss from pooled separate accounts	2020-12-31	$1,934,646
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$423,061
Employer contributions (assets) at end of year	2020-12-31	$23,773
Employer contributions (assets) at beginning of year	2020-12-31	$16,806
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$383,505
Contract administrator fees	2020-12-31	$2,780
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	JONES & ROTH, PC
Accountancy firm EIN	2020-12-31	930819646
2019 : TRILLIUM FAMILY SERVICES, INC. EMPLOYEES RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$3,210,194
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$521,324
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$517,266
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,172,040
Value of total assets at end of year	2019-12-31	$11,313,102
Value of total assets at beginning of year	2019-12-31	$8,624,232
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$4,058
Total interest from all sources	2019-12-31	$55,253
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$779,077
Participant contributions at end of year	2019-12-31	$52,429
Participant contributions at beginning of year	2019-12-31	$81,941
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$5,524
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$2,688,870
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$11,313,102
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$8,624,232
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in pooled separate accounts at end of year	2019-12-31	$9,869,771
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$6,947,873
Interest on participant loans	2019-12-31	$2,291
Interest earned on other investments	2019-12-31	$52,962
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$1,374,096
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$1,567,449
Net investment gain/loss from pooled separate accounts	2019-12-31	$1,982,901
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$387,439
Employer contributions (assets) at end of year	2019-12-31	$16,806
Employer contributions (assets) at beginning of year	2019-12-31	$26,969
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$517,266
Contract administrator fees	2019-12-31	$4,058
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	GARY MCGEE AND CO., LLP
Accountancy firm EIN	2019-12-31	274363029
2018 : TRILLIUM FAMILY SERVICES, INC. EMPLOYEES RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$681,472
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$699,062
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$694,998
Value of total corrective distributions	2018-12-31	$106
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$1,067,049
Value of total assets at end of year	2018-12-31	$8,624,232
Value of total assets at beginning of year	2018-12-31	$8,641,822
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$3,958
Total interest from all sources	2018-12-31	$52,220
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$671,413
Participant contributions at end of year	2018-12-31	$81,941
Participant contributions at beginning of year	2018-12-31	$91,138
Participant contributions at end of year	2018-12-31	$0
Participant contributions at beginning of year	2018-12-31	$26,373
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$19,581
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-17,590
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$8,624,232
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$8,641,822
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in pooled separate accounts at end of year	2018-12-31	$6,947,873
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$7,103,181
Interest on participant loans	2018-12-31	$3,223
Interest earned on other investments	2018-12-31	$48,997
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$1,567,449
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$1,383,535
Net investment gain/loss from pooled separate accounts	2018-12-31	$-437,797
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$376,055
Employer contributions (assets) at end of year	2018-12-31	$26,969
Employer contributions (assets) at beginning of year	2018-12-31	$37,595
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$694,998
Contract administrator fees	2018-12-31	$3,958
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	GARY MCGEE AND CO., LLP
Accountancy firm EIN	2018-12-31	274363029
2017 : TRILLIUM FAMILY SERVICES, INC. EMPLOYEES RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$2,290,148
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$720,826
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$717,519
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$963,758
Value of total assets at end of year	2017-12-31	$8,641,822
Value of total assets at beginning of year	2017-12-31	$7,072,500
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$3,307
Total interest from all sources	2017-12-31	$43,472
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$584,079
Participant contributions at end of year	2017-12-31	$91,138
Participant contributions at beginning of year	2017-12-31	$98,159
Participant contributions at end of year	2017-12-31	$26,373
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$32,144
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$1,569,322
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$8,641,822
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$7,072,500
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in pooled separate accounts at end of year	2017-12-31	$7,103,181
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$5,811,577
Interest on participant loans	2017-12-31	$3,145
Interest earned on other investments	2017-12-31	$40,327
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$1,383,535
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$1,142,514
Net investment gain/loss from pooled separate accounts	2017-12-31	$1,282,918
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$347,535
Employer contributions (assets) at end of year	2017-12-31	$37,595
Employer contributions (assets) at beginning of year	2017-12-31	$20,250
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$717,519
Contract administrator fees	2017-12-31	$3,307
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	GARY MCGEE AND CO., LLP
Accountancy firm EIN	2017-12-31	274363029
2016 : TRILLIUM FAMILY SERVICES, INC. EMPLOYEES RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$1,359,897
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$251,795
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$248,976
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$967,697
Value of total assets at end of year	2016-12-31	$7,072,500
Value of total assets at beginning of year	2016-12-31	$5,964,398
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$2,819
Total interest from all sources	2016-12-31	$37,880
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$592,580
Participant contributions at end of year	2016-12-31	$98,159
Participant contributions at beginning of year	2016-12-31	$100,356
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$20,856
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2016-12-31	$0
Liabilities. Value of operating payables at beginning of year	2016-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$1,108,102
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$7,072,500
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$5,964,398
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in pooled separate accounts at end of year	2016-12-31	$5,811,577
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$4,850,691
Interest on participant loans	2016-12-31	$3,421
Interest earned on other investments	2016-12-31	$34,459
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$1,142,514
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$990,063
Net investment gain/loss from pooled separate accounts	2016-12-31	$354,320
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Assets. Invements in employer securities at beginning of year	2016-12-31	$0
Assets. Value of employer real property at beginning of year	2016-12-31	$0
Contributions received in cash from employer	2016-12-31	$354,261
Employer contributions (assets) at end of year	2016-12-31	$20,250
Employer contributions (assets) at beginning of year	2016-12-31	$23,288
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$248,976
Contract administrator fees	2016-12-31	$2,819
Liabilities. Value of benefit claims payable at beginning of year	2016-12-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2016-12-31	$0
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Liabilities. Value of acquisition indebtedness at beginning of year	2016-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	GARY MCGEE AND CO., LLP
Accountancy firm EIN	2016-12-31	274363029
2015 : TRILLIUM FAMILY SERVICES, INC. EMPLOYEES RETIREMENT PLAN 2015 401k financial data
Unrealized appreciation/depreciation of real estate assets	2015-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2015-12-31	$0
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total transfer of assets to this plan	2015-12-31	$0
Total transfer of assets from this plan	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Expenses. Interest paid	2015-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$912,068
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$391,691
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$388,288
Expenses. Certain deemed distributions of participant loans	2015-12-31	$0
Value of total corrective distributions	2015-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$837,739
Value of total assets at end of year	2015-12-31	$5,964,398
Value of total assets at beginning of year	2015-12-31	$5,444,021
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$3,403
Total income from rents	2015-12-31	$0
Total interest from all sources	2015-12-31	$36,963
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$0
Assets. Real estate other than employer real property at end of year	2015-12-31	$0
Administrative expenses professional fees incurred	2015-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2015-12-31	$0
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$516,818
Participant contributions at end of year	2015-12-31	$100,356
Participant contributions at beginning of year	2015-12-31	$68,975
Participant contributions at end of year	2015-12-31	$0
Participant contributions at beginning of year	2015-12-31	$16,147
Assets. Other investments not covered elsewhere at end of year	2015-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$23,403
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2015-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2015-12-31	$0
Assets. Loans (other than to participants) at end of year	2015-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2015-12-31	$0
Other income not declared elsewhere	2015-12-31	$0
Administrative expenses (other) incurred	2015-12-31	$0
Liabilities. Value of operating payables at end of year	2015-12-31	$0
Total non interest bearing cash at end of year	2015-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Income. Non cash contributions	2015-12-31	$0
Value of net income/loss	2015-12-31	$520,377
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$5,964,398
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$5,444,021
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Assets. partnership/joint venture interests at end of year	2015-12-31	$0
Investment advisory and management fees	2015-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$0
Value of interest in pooled separate accounts at end of year	2015-12-31	$4,850,691
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$4,015,771
Interest on participant loans	2015-12-31	$2,759
Income. Interest from loans (other than to participants)	2015-12-31	$0
Interest earned on other investments	2015-12-31	$34,204
Income. Interest from US Government securities	2015-12-31	$0
Income. Interest from corporate debt instruments	2015-12-31	$0
Value of interest in common/collective trusts at end of year	2015-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2015-12-31	$0
Assets. Value of investments in 103.12 investment entities at end of year	2015-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$990,063
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$1,315,538
Expenses. Payments to insurance carriers foe the provision of benefits	2015-12-31	$0
Asset value of US Government securities at end of year	2015-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$0
Net investment gain/loss from pooled separate accounts	2015-12-31	$37,366
Net investment gain or loss from common/collective trusts	2015-12-31	$0
Net gain/loss from 103.12 investment entities	2015-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Assets. Invements in employer securities at end of year	2015-12-31	$0
Assets. Value of employer real property at end of year	2015-12-31	$0
Contributions received in cash from employer	2015-12-31	$297,518
Employer contributions (assets) at end of year	2015-12-31	$23,288
Employer contributions (assets) at beginning of year	2015-12-31	$27,590
Income. Dividends from preferred stock	2015-12-31	$0
Income. Dividends from common stock	2015-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$388,288
Asset. Corporate debt instrument preferred debt at end of year	2015-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2015-12-31	$0
Contract administrator fees	2015-12-31	$3,403
Assets. Corporate common stocks other than exployer securities at end of year	2015-12-31	$0
Liabilities. Value of benefit claims payable at end of year	2015-12-31	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2015-12-31	$0
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Aggregate proceeds on sale of assets	2015-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2015-12-31	$0
Liabilities. Value of acquisition indebtedness at end of year	2015-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	GARY MCGEE AND CO. LLP
Accountancy firm EIN	2015-12-31	274363029
2014 : TRILLIUM FAMILY SERVICES, INC. EMPLOYEES RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$1,030,480
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$223,359
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$220,857
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$690,515
Value of total assets at end of year	2014-12-31	$5,444,021
Value of total assets at beginning of year	2014-12-31	$4,636,900
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$2,502
Total interest from all sources	2014-12-31	$44,021
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$405,548
Participant contributions at end of year	2014-12-31	$68,975
Participant contributions at beginning of year	2014-12-31	$77,017
Participant contributions at end of year	2014-12-31	$16,147
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$45,084
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$807,121
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$5,444,021
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$4,636,900
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in pooled separate accounts at end of year	2014-12-31	$4,015,771
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$3,331,397
Interest on participant loans	2014-12-31	$2,276
Interest earned on other investments	2014-12-31	$41,745
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$1,315,538
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$1,157,537
Net investment gain/loss from pooled separate accounts	2014-12-31	$295,944
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$239,883
Employer contributions (assets) at end of year	2014-12-31	$27,590
Employer contributions (assets) at beginning of year	2014-12-31	$70,949
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$220,857
Contract administrator fees	2014-12-31	$2,502
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	GARY MCGEE AND CO. LLP
Accountancy firm EIN	2014-12-31	274363029
2013 : TRILLIUM FAMILY SERVICES, INC. EMPLOYEES RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$1,342,098
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$414,099
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$409,296
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$542,683
Value of total assets at end of year	2013-12-31	$4,636,900
Value of total assets at beginning of year	2013-12-31	$3,708,901
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$4,803
Total interest from all sources	2013-12-31	$39,575
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$322,869
Participant contributions at end of year	2013-12-31	$77,017
Participant contributions at beginning of year	2013-12-31	$77,097
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$31,522
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$927,999
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$4,636,900
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$3,708,901
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in pooled separate accounts at end of year	2013-12-31	$3,331,397
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$2,458,474
Interest on participant loans	2013-12-31	$2,808
Interest earned on other investments	2013-12-31	$36,767
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$1,157,537
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$1,114,520
Net investment gain/loss from pooled separate accounts	2013-12-31	$759,840
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$188,292
Employer contributions (assets) at end of year	2013-12-31	$70,949
Employer contributions (assets) at beginning of year	2013-12-31	$58,810
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$409,296
Contract administrator fees	2013-12-31	$4,803
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	GARY MCGEE AND CO. LLP
Accountancy firm EIN	2013-12-31	274363029

Form 5500 Responses for TRILLIUM FAMILY SERVICES, INC. EMPLOYEES RETIREMENT PLAN

2022: TRILLIUM FAMILY SERVICES, INC. EMPLOYEES RETIREMENT PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: TRILLIUM FAMILY SERVICES, INC. EMPLOYEES RETIREMENT PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: TRILLIUM FAMILY SERVICES, INC. EMPLOYEES RETIREMENT PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: TRILLIUM FAMILY SERVICES, INC. EMPLOYEES RETIREMENT PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: TRILLIUM FAMILY SERVICES, INC. EMPLOYEES RETIREMENT PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: TRILLIUM FAMILY SERVICES, INC. EMPLOYEES RETIREMENT PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: TRILLIUM FAMILY SERVICES, INC. EMPLOYEES RETIREMENT PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: TRILLIUM FAMILY SERVICES, INC. EMPLOYEES RETIREMENT PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: TRILLIUM FAMILY SERVICES, INC. EMPLOYEES RETIREMENT PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: TRILLIUM FAMILY SERVICES, INC. EMPLOYEES RETIREMENT PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

502727

Policy instance

Insurance contract or identification number	502727
Number of Individuals Covered	579
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $23,320
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 Broker	USD $23,320
Insurance broker organization code?	3

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

502727

Policy instance

Insurance contract or identification number	502727
Number of Individuals Covered	607
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $25,231
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 Broker	USD $25,231
Insurance broker organization code?	3

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

502727

Policy instance

Insurance contract or identification number	502727
Number of Individuals Covered	624
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $18,958
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 Broker	USD $18,958
Insurance broker organization code?	3

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

502727

Policy instance

Insurance contract or identification number	502727
Number of Individuals Covered	603
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $16,078
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 Broker	USD $16,078
Insurance broker organization code?	3

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

502727

Policy instance

Insurance contract or identification number	502727
Number of Individuals Covered	504
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $12,208
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 Broker	USD $12,208
Insurance broker organization code?	3
Insurance broker name	THOMAS FINK

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

502727

Policy instance

Insurance contract or identification number	502727
Number of Individuals Covered	519
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $9,114
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 Broker	USD $9,114
Insurance broker organization code?	3
Insurance broker name	THOMAS FINK

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

502727

Policy instance

Insurance contract or identification number	502727
Number of Individuals Covered	501
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $7,893
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 Broker	USD $7,893
Insurance broker organization code?	3
Insurance broker name	THOMAS FINK

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

502727

Policy instance

Insurance contract or identification number	502727
Number of Individuals Covered	487
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $6,368
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 Broker	USD $6,368
Insurance broker organization code?	3
Insurance broker name	THOMAS FINK

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Company Name:	TRILLIUM FAMILY SERVICES, INC.
Employer identification number (EIN):	930386966
NAIC Classification:	624100
NAIC Description:	Individual and Family Services

Jurisdiction of Incorporation:	Oregon Secretary of State Corporations Division
Incorporation Date:	2013-01-15
Company Identification Number:	3256088
Legal Registered Office Address:	3415 SE POWELL BLVD PORTLAND United States of America (USA) 97202