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OREGON COAST COMMUNITY ACTION 403(B) PLAN 401k Plan overview

Plan NameOREGON COAST COMMUNITY ACTION 403(B) PLAN
Plan identification number 001

OREGON COAST COMMUNITY ACTION 403(B) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

OREGON COAST COMMUNITY ACTION has sponsored the creation of one or more 401k plans.

Company Name:OREGON COAST COMMUNITY ACTION
Employer identification number (EIN):930547036
NAIC Classification:624100
NAIC Description: Individual and Family Services

Additional information about OREGON COAST COMMUNITY ACTION

Jurisdiction of Incorporation: Oregon Secretary of State Corporations Division
Incorporation Date: 2065-03-11
Company Identification Number: 7534811
Legal Registered Office Address: 1855 THOMAS AVE

COOS BAY
United States of America (USA)
97420

More information about OREGON COAST COMMUNITY ACTION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan OREGON COAST COMMUNITY ACTION 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012020-07-01
0012020-07-01
0012019-07-01
0012018-07-01VICTORIA THURBER2020-03-06
0012017-07-01
0012016-07-01
0012015-07-01
0012014-07-01
0012013-07-01
0012012-07-01MICHAEL LEHMAN
0012011-07-01MICHAEL LEHMAN
0012010-07-01MARY SCHOEN-CLARK
0012009-07-01LAURIE HALL

Plan Statistics for OREGON COAST COMMUNITY ACTION 403(B) PLAN

401k plan membership statisitcs for OREGON COAST COMMUNITY ACTION 403(B) PLAN

Measure Date Value
2020: OREGON COAST COMMUNITY ACTION 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year2020-07-01261
Total number of active participants reported on line 7a of the Form 55002020-07-01193
Number of retired or separated participants receiving benefits2020-07-010
Number of other retired or separated participants entitled to future benefits2020-07-0149
Total of all active and inactive participants2020-07-01242
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-010
Total participants2020-07-01242
Number of participants with account balances2020-07-01211
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-019
2019: OREGON COAST COMMUNITY ACTION 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year2019-07-01294
Total number of active participants reported on line 7a of the Form 55002019-07-01228
Number of retired or separated participants receiving benefits2019-07-010
Number of other retired or separated participants entitled to future benefits2019-07-0133
Total of all active and inactive participants2019-07-01261
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-010
Total participants2019-07-01261
Number of participants with account balances2019-07-01182
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-014
2018: OREGON COAST COMMUNITY ACTION 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-01248
Total number of active participants reported on line 7a of the Form 55002018-07-01169
Number of other retired or separated participants entitled to future benefits2018-07-01101
Total of all active and inactive participants2018-07-01270
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-011
Total participants2018-07-01271
2017: OREGON COAST COMMUNITY ACTION 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-01239
Total number of active participants reported on line 7a of the Form 55002017-07-01162
Number of other retired or separated participants entitled to future benefits2017-07-0185
Total of all active and inactive participants2017-07-01247
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-011
Total participants2017-07-01248
2016: OREGON COAST COMMUNITY ACTION 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-01230
Total number of active participants reported on line 7a of the Form 55002016-07-01151
Number of other retired or separated participants entitled to future benefits2016-07-0187
Total of all active and inactive participants2016-07-01238
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-011
Total participants2016-07-01239
Number of participants with account balances2016-07-01239
2015: OREGON COAST COMMUNITY ACTION 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-01235
Total number of active participants reported on line 7a of the Form 55002015-07-01161
Number of other retired or separated participants entitled to future benefits2015-07-0168
Total of all active and inactive participants2015-07-01229
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-011
Total participants2015-07-01230
Number of participants with account balances2015-07-01230
2014: OREGON COAST COMMUNITY ACTION 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-01226
Total number of active participants reported on line 7a of the Form 55002014-07-01161
Number of other retired or separated participants entitled to future benefits2014-07-0173
Total of all active and inactive participants2014-07-01234
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-011
Total participants2014-07-01235
2013: OREGON COAST COMMUNITY ACTION 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-01224
Total number of active participants reported on line 7a of the Form 55002013-07-01156
Number of other retired or separated participants entitled to future benefits2013-07-0169
Total of all active and inactive participants2013-07-01225
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-011
Total participants2013-07-01226
2012: OREGON COAST COMMUNITY ACTION 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-01207
Total number of active participants reported on line 7a of the Form 55002012-07-01163
Number of other retired or separated participants entitled to future benefits2012-07-0160
Total of all active and inactive participants2012-07-01223
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-011
Total participants2012-07-01224
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-010
2011: OREGON COAST COMMUNITY ACTION 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-01185
Total number of active participants reported on line 7a of the Form 55002011-07-01165
Number of other retired or separated participants entitled to future benefits2011-07-0141
Total of all active and inactive participants2011-07-01206
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-011
Total participants2011-07-01207
Number of participants with account balances2011-07-01206
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-018
2010: OREGON COAST COMMUNITY ACTION 403(B) PLAN 2010 401k membership
Total participants, beginning-of-year2010-07-01175
Total number of active participants reported on line 7a of the Form 55002010-07-01131
Number of retired or separated participants receiving benefits2010-07-013
Number of other retired or separated participants entitled to future benefits2010-07-0150
Total of all active and inactive participants2010-07-01184
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-07-011
Total participants2010-07-01185
Number of participants with account balances2010-07-01185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-07-017
2009: OREGON COAST COMMUNITY ACTION 403(B) PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-01157
Total number of active participants reported on line 7a of the Form 55002009-07-01132
Number of retired or separated participants receiving benefits2009-07-011
Number of other retired or separated participants entitled to future benefits2009-07-0140
Total of all active and inactive participants2009-07-01173
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-012
Total participants2009-07-01175
Number of participants with account balances2009-07-01175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-018

Financial Data on OREGON COAST COMMUNITY ACTION 403(B) PLAN

Measure Date Value
2021 : OREGON COAST COMMUNITY ACTION 403(B) 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$1,125,350
Total loss/gain on sale of assets2021-06-30$0
Total of all expenses incurred2021-06-30$163,796
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$139,778
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$466,425
Value of total assets at end of year2021-06-30$4,481,337
Value of total assets at beginning of year2021-06-30$3,519,783
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$24,018
Total interest from all sources2021-06-30$50
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$45,840
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$45,840
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$350,000
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$102,050
Participant contributions at end of year2021-06-30$4,164
Participant contributions at beginning of year2021-06-30$4,579
Assets. Other investments not covered elsewhere at end of year2021-06-30$964,712
Assets. Other investments not covered elsewhere at beginning of year2021-06-30$985,642
Income. Received or receivable in cash from other sources (including rollovers)2021-06-30$49,587
Other income not declared elsewhere2021-06-30$-20,930
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$961,554
Value of net assets at end of year (total assets less liabilities)2021-06-30$4,481,337
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$3,519,783
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
Investment advisory and management fees2021-06-30$7,123
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-06-30$3,351,795
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-06-30$2,377,120
Interest on participant loans2021-06-30$0
Income. Interest from loans (other than to participants)2021-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-06-30$147,252
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-06-30$141,778
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-06-30$141,778
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-06-30$50
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-06-30$633,965
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 contributions2021-06-30Yes
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Contributions received in cash from employer2021-06-30$314,788
Employer contributions (assets) at end of year2021-06-30$13,414
Employer contributions (assets) at beginning of year2021-06-30$10,664
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$139,778
Contract administrator fees2021-06-30$16,895
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 plan2021-06-30Unqualified
Accountancy firm name2021-06-30AIKEN & SANDERS INC. PS
Accountancy firm EIN2021-06-30910870697
2020 : OREGON COAST COMMUNITY ACTION 403(B) 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$285,477
Total loss/gain on sale of assets2020-06-30$0
Total of all expenses incurred2020-06-30$386,924
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$370,236
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$297,943
Value of total assets at end of year2020-06-30$3,519,783
Value of total assets at beginning of year2020-06-30$3,621,230
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$16,688
Total interest from all sources2020-06-30$198
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$22,570
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2020-06-30$22,570
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$350,000
If this is an individual account plan, was there a blackout period2020-06-30Yes
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Contributions received from participants2020-06-30$146,938
Participant contributions at end of year2020-06-30$4,579
Participant contributions at beginning of year2020-06-30$2,421
Assets. Other investments not covered elsewhere at end of year2020-06-30$985,642
Other income not declared elsewhere2020-06-30$5,802
Administrative expenses (other) incurred2020-06-30$11,326
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$-101,447
Value of net assets at end of year (total assets less liabilities)2020-06-30$3,519,783
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$3,621,230
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
Investment advisory and management fees2020-06-30$1,046
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-06-30$2,377,120
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$1,992,887
Interest on participant loans2020-06-30$0
Income. Interest from loans (other than to participants)2020-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-06-30$141,778
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-06-30$198
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-06-30$1,616,562
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-06-30$-41,036
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$151,005
Employer contributions (assets) at end of year2020-06-30$10,664
Employer contributions (assets) at beginning of year2020-06-30$9,360
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$370,236
Contract administrator fees2020-06-30$4,316
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-06-30Yes
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 name2020-06-30AIKEN & SANDERS INC. PS
Accountancy firm EIN2020-06-30910870697
2019 : OREGON COAST COMMUNITY ACTION 403(B) PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-06-30$499,290
Total of all expenses incurred2019-06-30$218,430
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$213,028
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$357,735
Value of total assets at end of year2019-06-30$3,621,230
Value of total assets at beginning of year2019-06-30$3,340,370
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$5,402
Total interest from all sources2019-06-30$40,790
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$350,000
If this is an individual account plan, was there a blackout period2019-06-30No
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Contributions received from participants2019-06-30$87,250
Participant contributions at end of year2019-06-30$2,421
Participant contributions at beginning of year2019-06-30$2,789
Income. Received or receivable in cash from other sources (including rollovers)2019-06-30$24,767
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$280,860
Value of net assets at end of year (total assets less liabilities)2019-06-30$3,621,230
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$3,340,370
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
Investment advisory and management fees2019-06-30$5,402
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-06-30$1,992,887
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$1,901,790
Interest earned on other investments2019-06-30$40,790
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-06-30$1,616,562
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-06-30$1,428,101
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-06-30$100,765
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$245,718
Employer contributions (assets) at end of year2019-06-30$9,360
Employer contributions (assets) at beginning of year2019-06-30$7,690
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$213,028
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-06-30No
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 name2019-06-30AIKEN & SANDERS INC. PS
Accountancy firm EIN2019-06-30910870697
2018 : OREGON COAST COMMUNITY ACTION 403(B) PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-06-30$472,244
Total of all expenses incurred2018-06-30$202,979
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$197,541
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$298,001
Value of total assets at end of year2018-06-30$3,340,370
Value of total assets at beginning of year2018-06-30$3,071,105
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$5,438
Total interest from all sources2018-06-30$36,999
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$350,000
If this is an individual account plan, was there a blackout period2018-06-30No
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Contributions received from participants2018-06-30$78,906
Participant contributions at end of year2018-06-30$2,789
Participant contributions at beginning of year2018-06-30$1,514
Income. Received or receivable in cash from other sources (including rollovers)2018-06-30$761
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$269,265
Value of net assets at end of year (total assets less liabilities)2018-06-30$3,340,370
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$3,071,105
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
Investment advisory and management fees2018-06-30$5,438
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-06-30$1,901,790
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$1,638,737
Interest earned on other investments2018-06-30$36,999
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-06-30$1,428,101
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-06-30$1,422,073
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-06-30$883
Net investment gain/loss from pooled separate accounts2018-06-30$136,361
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$218,334
Employer contributions (assets) at end of year2018-06-30$7,690
Employer contributions (assets) at beginning of year2018-06-30$8,781
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$197,541
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-06-30No
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 name2018-06-30AIKEN & SANDERS INC. P.S.
Accountancy firm EIN2018-06-30910870697
2017 : OREGON COAST COMMUNITY ACTION 403(B) PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-06-30$472,969
Total of all expenses incurred2017-06-30$246,653
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$241,120
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$272,368
Value of total assets at end of year2017-06-30$3,071,105
Value of total assets at beginning of year2017-06-30$2,844,789
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$5,533
Total interest from all sources2017-06-30$36,472
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$350,000
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$68,100
Participant contributions at end of year2017-06-30$1,514
Participant contributions at beginning of year2017-06-30$1,110
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$226,316
Value of net assets at end of year (total assets less liabilities)2017-06-30$3,071,105
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$2,844,789
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
Investment advisory and management fees2017-06-30$5,533
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-06-30$1,638,737
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$1,558,698
Interest earned on other investments2017-06-30$36,472
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-06-30$1,422,073
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-06-30$1,280,089
Net investment gain/loss from pooled separate accounts2017-06-30$164,129
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$204,268
Employer contributions (assets) at end of year2017-06-30$8,781
Employer contributions (assets) at beginning of year2017-06-30$4,892
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$241,120
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-06-30No
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 name2017-06-30AIKEN & SANDERS INC. P.S.
Accountancy firm EIN2017-06-30910870697
2016 : OREGON COAST COMMUNITY ACTION 403(B) PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-06-30$291,824
Total of all expenses incurred2016-06-30$268,087
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$263,161
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$290,149
Value of total assets at end of year2016-06-30$2,844,789
Value of total assets at beginning of year2016-06-30$2,821,052
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$4,926
Total interest from all sources2016-06-30$32,127
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$350,000
If this is an individual account plan, was there a blackout period2016-06-30No
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Contributions received from participants2016-06-30$75,556
Participant contributions at end of year2016-06-30$1,110
Participant contributions at beginning of year2016-06-30$808
Income. Received or receivable in cash from other sources (including rollovers)2016-06-30$20,456
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$23,737
Value of net assets at end of year (total assets less liabilities)2016-06-30$2,844,789
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$2,821,052
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
Investment advisory and management fees2016-06-30$4,926
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$1,558,698
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$1,885,104
Interest earned on other investments2016-06-30$32,127
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-06-30$1,280,089
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-06-30$930,596
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-06-30$-30,452
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$194,137
Employer contributions (assets) at end of year2016-06-30$4,892
Employer contributions (assets) at beginning of year2016-06-30$4,544
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$263,161
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-06-30No
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 name2016-06-30AIKEN & SANDERS INC. PS
Accountancy firm EIN2016-06-30910870697
2015 : OREGON COAST COMMUNITY ACTION 403(B) PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-06-30$338,393
Total of all expenses incurred2015-06-30$235,973
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$231,033
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$289,827
Value of total assets at end of year2015-06-30$2,821,052
Value of total assets at beginning of year2015-06-30$2,718,632
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$4,940
Total interest from all sources2015-06-30$25,161
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$350,000
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$231,033
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Contributions received from participants2015-06-30$86,285
Participant contributions at end of year2015-06-30$808
Participant contributions at beginning of year2015-06-30$994
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$102,420
Value of net assets at end of year (total assets less liabilities)2015-06-30$2,821,052
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$2,718,632
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
Investment advisory and management fees2015-06-30$4,940
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-06-30$1,885,104
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$1,856,530
Interest earned on other investments2015-06-30$25,161
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-06-30$930,596
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-06-30$856,642
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-06-30$23,405
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$203,542
Employer contributions (assets) at end of year2015-06-30$4,544
Employer contributions (assets) at beginning of year2015-06-30$4,466
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$231,033
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-06-30No
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 name2015-06-30AIKEN & SANDERS INC. PS
Accountancy firm EIN2015-06-30910870697
2014 : OREGON COAST COMMUNITY ACTION 403(B) PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-06-30$544,084
Total of all expenses incurred2014-06-30$218,777
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$211,650
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$241,070
Value of total assets at end of year2014-06-30$2,718,632
Value of total assets at beginning of year2014-06-30$2,393,325
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$7,127
Total interest from all sources2014-06-30$23,456
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$1,000,000
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$211,650
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Contributions received from participants2014-06-30$59,695
Participant contributions at end of year2014-06-30$994
Participant contributions at beginning of year2014-06-30$2,890
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$325,307
Value of net assets at end of year (total assets less liabilities)2014-06-30$2,718,632
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$2,393,325
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
Investment advisory and management fees2014-06-30$7,127
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-06-30$1,856,530
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$1,563,216
Interest earned on other investments2014-06-30$23,456
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-06-30$856,642
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-06-30$816,561
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-06-30$279,558
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$181,375
Employer contributions (assets) at end of year2014-06-30$4,466
Employer contributions (assets) at beginning of year2014-06-30$10,658
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$211,650
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-06-30No
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 name2014-06-30AIKEN & SANDERS, INC., P.S.
Accountancy firm EIN2014-06-30910870697
2013 : OREGON COAST COMMUNITY ACTION 403(B) PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-06-30$440,253
Total of all expenses incurred2013-06-30$179,870
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$172,008
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$267,609
Value of total assets at end of year2013-06-30$2,393,325
Value of total assets at beginning of year2013-06-30$2,132,942
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$7,862
Total interest from all sources2013-06-30$22,034
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$1,000,000
If this is an individual account plan, was there a blackout period2013-06-30No
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Contributions received from participants2013-06-30$63,034
Participant contributions at end of year2013-06-30$2,890
Participant contributions at beginning of year2013-06-30$3,529
Income. Received or receivable in cash from other sources (including rollovers)2013-06-30$19,424
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$260,383
Value of net assets at end of year (total assets less liabilities)2013-06-30$2,393,325
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$2,132,942
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$1,563,216
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-06-30$1,357,012
Interest earned on other investments2013-06-30$22,034
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-06-30$816,561
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-06-30$759,281
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-06-30$150,610
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$185,151
Employer contributions (assets) at end of year2013-06-30$10,658
Employer contributions (assets) at beginning of year2013-06-30$13,120
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$172,008
Contract administrator fees2013-06-30$7,862
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-06-30No
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 name2013-06-30AIKEN & SANDERS, INC., P.S.
Accountancy firm EIN2013-06-30910870697
2012 : OREGON COAST COMMUNITY ACTION 403(B) PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-06-30$267,956
Total of all expenses incurred2012-06-30$151,155
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$145,299
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$272,783
Value of total assets at end of year2012-06-30$2,132,942
Value of total assets at beginning of year2012-06-30$2,016,141
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$5,856
Total interest from all sources2012-06-30$18,949
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$1,000,000
If this is an individual account plan, was there a blackout period2012-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-06-30$0
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Contributions received from participants2012-06-30$66,580
Participant contributions at end of year2012-06-30$3,529
Participant contributions at beginning of year2012-06-30$3,856
Income. Received or receivable in cash from other sources (including rollovers)2012-06-30$3,064
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$116,801
Value of net assets at end of year (total assets less liabilities)2012-06-30$2,132,942
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$2,016,141
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$1,357,012
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-06-30$1,390,130
Interest earned on other investments2012-06-30$18,949
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-06-30$759,281
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-06-30$610,825
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-06-30$-23,776
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$203,139
Employer contributions (assets) at end of year2012-06-30$13,120
Employer contributions (assets) at beginning of year2012-06-30$11,330
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$145,299
Contract administrator fees2012-06-30$5,856
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-06-30No
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 name2012-06-30AIKEN & SANDERS, INC., P.S.
Accountancy firm EIN2012-06-30910870697
2011 : OREGON COAST COMMUNITY ACTION 403(B) PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-06-30$594,727
Total of all expenses incurred2011-06-30$277,085
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$271,627
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$319,031
Value of total assets at end of year2011-06-30$2,016,141
Value of total assets at beginning of year2011-06-30$1,698,499
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$5,458
Total interest from all sources2011-06-30$17,027
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$100,000
If this is an individual account plan, was there a blackout period2011-06-30No
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Contributions received from participants2011-06-30$77,507
Participant contributions at end of year2011-06-30$3,856
Participant contributions at beginning of year2011-06-30$3,673
Income. Received or receivable in cash from other sources (including rollovers)2011-06-30$52,360
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$317,642
Value of net assets at end of year (total assets less liabilities)2011-06-30$2,016,141
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$1,698,499
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-06-30$1,390,130
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-06-30$1,059,508
Interest earned on other investments2011-06-30$17,027
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-06-30$610,825
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-06-30$624,120
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-06-30$258,669
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$189,164
Employer contributions (assets) at end of year2011-06-30$11,330
Employer contributions (assets) at beginning of year2011-06-30$11,198
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$271,627
Contract administrator fees2011-06-30$5,458
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-06-30No
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30Yes
Opinion of an independent qualified public accountant for this plan2011-06-30Disclaimer
Accountancy firm name2011-06-30AIKEN & SANDERS INC PS
Accountancy firm EIN2011-06-30910890689

Form 5500 Responses for OREGON COAST COMMUNITY ACTION 403(B) PLAN

2020: OREGON COAST COMMUNITY ACTION 403(B) 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: OREGON COAST COMMUNITY ACTION 403(B) 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: OREGON COAST COMMUNITY ACTION 403(B) PLAN 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan benefit arrangement – InsuranceYes
2017: OREGON COAST COMMUNITY ACTION 403(B) PLAN 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan benefit arrangement – InsuranceYes
2016: OREGON COAST COMMUNITY ACTION 403(B) PLAN 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan benefit arrangement – InsuranceYes
2015: OREGON COAST COMMUNITY ACTION 403(B) PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan benefit arrangement – InsuranceYes
2014: OREGON COAST COMMUNITY ACTION 403(B) PLAN 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan benefit arrangement – InsuranceYes
2013: OREGON COAST COMMUNITY ACTION 403(B) PLAN 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan benefit arrangement – InsuranceYes
2012: OREGON COAST COMMUNITY ACTION 403(B) PLAN 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan benefit arrangement – InsuranceYes
2011: OREGON COAST COMMUNITY ACTION 403(B) PLAN 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan benefit arrangement – InsuranceYes
2010: OREGON COAST COMMUNITY ACTION 403(B) PLAN 2010 form 5500 responses
2010-07-01Type of plan entitySingle employer plan
2010-07-01Plan funding arrangement – InsuranceYes
2010-07-01Plan benefit arrangement – InsuranceYes
2009: OREGON COAST COMMUNITY ACTION 403(B) 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 benefit arrangement – InsuranceYes

Insurance Providers Used on plan

SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 )
Policy contract numberLP1064071
Policy instance 1
Insurance contract or identification numberLP1064071
Number of Individuals Covered113
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Total amount of commissions paid to insurance brokerUSD $1,060
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?1
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $996
Insurance broker organization code?3
SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 )
Policy contract numberLP1064071
Policy instance 1
Insurance contract or identification numberLP1064071
Number of Individuals Covered122
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Total amount of commissions paid to insurance brokerUSD $6,253
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?1
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,197
Insurance broker organization code?3
SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 )
Policy contract numberLP1064071
Policy instance 1
Insurance contract or identification numberLP1064071
Number of Individuals Covered211
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $16,840
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $16,764
Insurance broker organization code?3
SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 )
Policy contract numberLP1064071
Policy instance 1
Insurance contract or identification numberLP1064071
Number of Individuals Covered248
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $16,840
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 )
Policy contract numberLP1064071
Policy instance 1
Insurance contract or identification numberLP1064071
Number of Individuals Covered230
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Total amount of commissions paid to insurance brokerUSD $16,398
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $13,213
Insurance broker organization code?3
Insurance broker nameMATTHEW HOFFMAN
SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 )
Policy contract numberLP1064071
Policy instance 1
Insurance contract or identification numberLP1064071
Number of Individuals Covered230
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Total amount of commissions paid to insurance brokerUSD $16,449
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $13,636
Insurance broker organization code?3
Insurance broker nameMATTHEW HOFFMAN
SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 )
Policy contract numberLP1064071
Policy instance 1
Insurance contract or identification numberLP1064071
Number of Individuals Covered223
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $13,995
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $11,561
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameMATTHEW HOFFMAN
SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 )
Policy contract numberLP1064071
Policy instance 1
Insurance contract or identification numberLP1064071
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $14,605
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $12,393
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerA.U.M./B.T.C., SERVICE FEES, TRIP CREDITS
Insurance broker organization code?3
Insurance broker nameMATTHEW HOFFMAN, ROYAL ALLIANCE
SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 )
Policy contract numberLP1064071
Policy instance 1
Insurance contract or identification numberLP1064071
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Total amount of commissions paid to insurance brokerUSD $14,904
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 )
Policy contract numberLP1064071
Policy instance 1
Insurance contract or identification numberLP1064071
Number of Individuals Covered185
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Total amount of commissions paid to insurance brokerUSD $14,008
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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