401k Plan data: SENECA FAMILY OF AGENCIES 403(B) RETIREMENT PLAN plan

SENECA FAMILY OF AGENCIES 403(B) RETIREMENT PLAN 401k Plan overview

Plan Name	SENECA FAMILY OF AGENCIES 403(B) RETIREMENT PLAN
Plan identification number	001

SENECA FAMILY OF AGENCIES 403(B) RETIREMENT PLAN Benefits

401k Plan Type

Defined 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.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

SENECA FAMILY OF AGENCIES has sponsored the creation of one or more 401k plans.

Company Name: SENECA FAMILY OF AGENCIES

Employer identification number (EIN): 942971761

NAIC Classification: 624100
NAIC Description: Individual and Family Services

Additional information about SENECA FAMILY OF AGENCIES

Jurisdiction of Incorporation: Oregon Secretary of State Corporations Division

Incorporation Date: 2015-05-26

Company Identification Number: 111611893

More information about SENECA FAMILY OF AGENCIES

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SENECA FAMILY OF AGENCIES 403(B) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 SCOTT OSBORN 2023-10-02
001 2021-01-01 JANET BRIGGS 2022-10-11
001 2020-01-01 JANET BRIGGS 2021-10-12
001 2019-01-01 JANET BRIGGS 2020-10-08
001 2018-01-01 JANET BRIGGS 2019-10-10
001 2017-01-01
001 2016-01-01
001 2015-01-01 JANET BRIGGS
001 2014-01-01 JANET BRIGGS

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2022-01-01	SCOTT OSBORN	2023-10-02
001	2021-01-01	JANET BRIGGS	2022-10-11
001	2020-01-01	JANET BRIGGS	2021-10-12
001	2019-01-01	JANET BRIGGS	2020-10-08
001	2018-01-01	JANET BRIGGS	2019-10-10
001	2017-01-01
001	2016-01-01
001	2015-01-01	JANET BRIGGS
001	2014-01-01	JANET BRIGGS

Plan Statistics for SENECA FAMILY OF AGENCIES 403(B) RETIREMENT PLAN

401k plan membership statisitcs for SENECA FAMILY OF AGENCIES 403(B) RETIREMENT PLAN

Measure Date Value
2022: SENECA FAMILY OF AGENCIES 403(B) RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 2,005
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 1,541
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 533
Total of all active and inactive participants 2022-01-01 2,074
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 1
Total participants 2022-01-01 2,075
Number of participants with account balances 2022-01-01 2,064
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: SENECA FAMILY OF AGENCIES 403(B) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 1,707
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 1,420
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 585
Total of all active and inactive participants 2021-01-01 2,005
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 2,005
Number of participants with account balances 2021-01-01 2,000
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 1
2020: SENECA FAMILY OF AGENCIES 403(B) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 1,800
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 1,370
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 336
Total of all active and inactive participants 2020-01-01 1,706
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 1
Total participants 2020-01-01 1,707
Number of participants with account balances 2020-01-01 1,696
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: SENECA FAMILY OF AGENCIES 403(B) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 1,611
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 1,480
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 319
Total of all active and inactive participants 2019-01-01 1,799
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 1
Total participants 2019-01-01 1,800
Number of participants with account balances 2019-01-01 1,788
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: SENECA FAMILY OF AGENCIES 403(B) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 1,595
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 1,370
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 241
Total of all active and inactive participants 2018-01-01 1,611
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 1,611
Number of participants with account balances 2018-01-01 1,590
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: SENECA FAMILY OF AGENCIES 403(B) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 1,507
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 1,410
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 185
Total of all active and inactive participants 2017-01-01 1,595
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 1,595
Number of participants with account balances 2017-01-01 1,514
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: SENECA FAMILY OF AGENCIES 403(B) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 1,341
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 1,354
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 153
Total of all active and inactive participants 2016-01-01 1,507
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 1,507
Number of participants with account balances 2016-01-01 1,377
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: SENECA FAMILY OF AGENCIES 403(B) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 125
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 1,303
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 38
Total of all active and inactive participants 2015-01-01 1,341
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 1,341
Number of participants with account balances 2015-01-01 1,088
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: SENECA FAMILY OF AGENCIES 403(B) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 161
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 64
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 61
Total of all active and inactive participants 2014-01-01 125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 125
Number of participants with account balances 2014-01-01 96
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0

Measure	Date	Value
2022: SENECA FAMILY OF AGENCIES 403(B) RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	2,005
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	1,541
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	533
Total of all active and inactive participants	2022-01-01	2,074
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	1
Total participants	2022-01-01	2,075
Number of participants with account balances	2022-01-01	2,064
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: SENECA FAMILY OF AGENCIES 403(B) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	1,707
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	1,420
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	585
Total of all active and inactive participants	2021-01-01	2,005
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	2,005
Number of participants with account balances	2021-01-01	2,000
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	1
2020: SENECA FAMILY OF AGENCIES 403(B) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	1,800
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	1,370
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	336
Total of all active and inactive participants	2020-01-01	1,706
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	1
Total participants	2020-01-01	1,707
Number of participants with account balances	2020-01-01	1,696
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: SENECA FAMILY OF AGENCIES 403(B) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	1,611
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	1,480
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	319
Total of all active and inactive participants	2019-01-01	1,799
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	1
Total participants	2019-01-01	1,800
Number of participants with account balances	2019-01-01	1,788
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: SENECA FAMILY OF AGENCIES 403(B) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	1,595
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	1,370
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	241
Total of all active and inactive participants	2018-01-01	1,611
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	1,611
Number of participants with account balances	2018-01-01	1,590
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: SENECA FAMILY OF AGENCIES 403(B) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	1,507
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	1,410
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	185
Total of all active and inactive participants	2017-01-01	1,595
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	1,595
Number of participants with account balances	2017-01-01	1,514
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: SENECA FAMILY OF AGENCIES 403(B) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	1,341
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	1,354
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	153
Total of all active and inactive participants	2016-01-01	1,507
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	1,507
Number of participants with account balances	2016-01-01	1,377
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: SENECA FAMILY OF AGENCIES 403(B) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	125
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	1,303
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	38
Total of all active and inactive participants	2015-01-01	1,341
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	1,341
Number of participants with account balances	2015-01-01	1,088
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: SENECA FAMILY OF AGENCIES 403(B) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	161
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	64
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	61
Total of all active and inactive participants	2014-01-01	125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	125
Number of participants with account balances	2014-01-01	96
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0

Financial Data on SENECA FAMILY OF AGENCIES 403(B) RETIREMENT PLAN

Measure	Date	Value
2022 : SENECA FAMILY OF AGENCIES 403(B) 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	$789,063
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$1,909,451
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$1,844,621
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$6,940,621
Value of total assets at end of year	2022-12-31	$33,527,614
Value of total assets at beginning of year	2022-12-31	$34,648,002
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$64,830
Total interest from all sources	2022-12-31	$17,043
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$814,303
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$814,303
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	$5,413,413
Participant contributions at end of year	2022-12-31	$162,217
Participant contributions at beginning of year	2022-12-31	$98,699
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$81,469
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	$-1,120,388
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$33,527,614
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$34,648,002
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 registered invesment companies (eg mutual funds) at end of year	2022-12-31	$32,836,443
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$34,037,686
Interest on participant loans	2022-12-31	$5,874
Interest earned on other investments	2022-12-31	$11,169
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$528,954
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$511,617
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-6,982,904
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	Yes
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	$1,445,739
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$1,844,621
Contract administrator fees	2022-12-31	$64,830
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	GILMORE AND ASSOCIATES CPA
Accountancy firm EIN	2022-12-31	943128112
2021 : SENECA FAMILY OF AGENCIES 403(B) RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total transfer of assets to this plan	2021-12-31	$5,509
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	$10,075,038
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$2,601,784
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$2,564,945
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$5,712,577
Value of total assets at end of year	2021-12-31	$34,648,002
Value of total assets at beginning of year	2021-12-31	$27,169,239
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$36,839
Total interest from all sources	2021-12-31	$14,928
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$3,405,569
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$3,405,569
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	$4,676,388
Participant contributions at end of year	2021-12-31	$98,699
Participant contributions at beginning of year	2021-12-31	$82,975
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$163,696
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	$7,473,254
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$34,648,002
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$27,169,239
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 registered invesment companies (eg mutual funds) at end of year	2021-12-31	$34,037,686
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$26,571,171
Interest on participant loans	2021-12-31	$4,121
Interest earned on other investments	2021-12-31	$10,807
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$511,617
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$515,093
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$941,964
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	Yes
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	$872,493
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$2,564,945
Contract administrator fees	2021-12-31	$36,839
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	Disclaimer
Accountancy firm name	2021-12-31	GILMORE AND ASSOCIATES CPA
Accountancy firm EIN	2021-12-31	943128112
2020 : SENECA FAMILY OF AGENCIES 403(B) 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	$9,460,575
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$2,090,359
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$2,040,170
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$5,538,004
Value of total assets at end of year	2020-12-31	$27,169,239
Value of total assets at beginning of year	2020-12-31	$19,799,023
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$50,189
Total interest from all sources	2020-12-31	$14,498
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	$4,306,075
Participant contributions at end of year	2020-12-31	$82,975
Participant contributions at beginning of year	2020-12-31	$27,974
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$356,375
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	$7,370,216
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$27,169,239
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$19,799,023
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 registered invesment companies (eg mutual funds) at end of year	2020-12-31	$26,571,171
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$19,288,890
Interest on participant loans	2020-12-31	$2,479
Interest earned on other investments	2020-12-31	$12,019
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$29,225
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$29,225
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$515,093
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$452,934
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$3,908,073
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	$875,554
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$2,040,170
Contract administrator fees	2020-12-31	$50,189
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	GILMORE AND ASSOCIATES CPA
Accountancy firm EIN	2020-12-31	943128112
2019 : SENECA FAMILY OF AGENCIES 403(B) 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	$8,081,743
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$1,143,778
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$1,106,557
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$4,813,663
Value of total assets at end of year	2019-12-31	$19,799,023
Value of total assets at beginning of year	2019-12-31	$12,861,058
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$37,221
Total interest from all sources	2019-12-31	$9,705
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	$3,847,552
Participant contributions at end of year	2019-12-31	$27,974
Participant contributions at beginning of year	2019-12-31	$15,327
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$189,313
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	$6,937,965
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$19,799,023
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$12,861,058
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 registered invesment companies (eg mutual funds) at end of year	2019-12-31	$19,288,890
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$12,486,672
Interest on participant loans	2019-12-31	$1,048
Interest earned on other investments	2019-12-31	$8,456
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$29,225
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$29,024
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$29,024
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$201
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$452,934
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$330,035
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$3,258,375
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	$776,798
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$1,106,557
Contract administrator fees	2019-12-31	$37,221
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	GILMORE AND ASSOCIATES, CPA
Accountancy firm EIN	2019-12-31	943128112
2018 : SENECA FAMILY OF AGENCIES 403(B) 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	$3,289,030
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$1,080,949
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$1,038,932
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$4,175,283
Value of total assets at end of year	2018-12-31	$12,861,058
Value of total assets at beginning of year	2018-12-31	$10,652,977
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$42,017
Total interest from all sources	2018-12-31	$8,381
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	$3,378,766
Participant contributions at end of year	2018-12-31	$15,327
Participant contributions at beginning of year	2018-12-31	$14,008
Participant contributions at beginning of year	2018-12-31	$656
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$75,640
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	$2,208,081
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$12,861,058
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$10,652,977
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 registered invesment companies (eg mutual funds) at end of year	2018-12-31	$12,486,672
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$10,269,297
Interest on participant loans	2018-12-31	$740
Interest earned on other investments	2018-12-31	$7,544
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$29,024
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$28,973
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$28,973
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-12-31	$97
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$330,035
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$340,043
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-894,634
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	$720,877
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$1,038,932
Contract administrator fees	2018-12-31	$42,017
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	GILMORE AND ASSOCIATES, CPA
Accountancy firm EIN	2018-12-31	943128112
2017 : SENECA FAMILY OF AGENCIES 403(B) 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	$5,174,498
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$827,397
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$788,293
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$3,753,940
Value of total assets at end of year	2017-12-31	$10,652,977
Value of total assets at beginning of year	2017-12-31	$6,305,876
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$39,104
Total interest from all sources	2017-12-31	$6,854
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$217,201
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$217,201
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	$3,124,138
Participant contributions at end of year	2017-12-31	$14,008
Participant contributions at beginning of year	2017-12-31	$11,369
Participant contributions at end of year	2017-12-31	$656
Participant contributions at beginning of year	2017-12-31	$1,439
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$252,915
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	$4,347,101
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$10,652,977
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$6,305,876
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 registered invesment companies (eg mutual funds) at end of year	2017-12-31	$10,269,297
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$6,017,662
Interest on participant loans	2017-12-31	$627
Interest earned on other investments	2017-12-31	$6,227
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$28,973
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$29,146
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$29,146
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$340,043
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$246,260
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$1,196,503
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	Yes
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	$376,887
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$788,293
Contract administrator fees	2017-12-31	$39,104
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	GILMORE AND ASSOCIATES, CPA
Accountancy firm EIN	2017-12-31	943128112
2016 : SENECA FAMILY OF AGENCIES 403(B) RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total transfer of assets to this plan	2016-12-31	$388,673
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	$3,903,817
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$908,148
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$877,373
Value of total corrective distributions	2016-12-31	$795
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$3,539,050
Value of total assets at end of year	2016-12-31	$6,305,876
Value of total assets at beginning of year	2016-12-31	$2,921,534
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$29,980
Total interest from all sources	2016-12-31	$7,853
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$102,761
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$102,761
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	$2,579,363
Participant contributions at end of year	2016-12-31	$11,369
Participant contributions at beginning of year	2016-12-31	$9,368
Participant contributions at end of year	2016-12-31	$1,439
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$59,685
Total non interest bearing cash at beginning of year	2016-12-31	$531
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	$2,995,669
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$6,305,876
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$2,921,534
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 registered invesment companies (eg mutual funds) at end of year	2016-12-31	$6,017,662
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$2,295,941
Interest on participant loans	2016-12-31	$440
Interest earned on other investments	2016-12-31	$7,413
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-12-31	$29,146
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-12-31	$40,984
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-12-31	$40,984
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$246,260
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$574,710
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$254,153
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	Yes
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$900,002
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$877,373
Contract administrator fees	2016-12-31	$29,980
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
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	GILMORE AND ASSOCIATES, CPA
Accountancy firm EIN	2016-12-31	943128112
2015 : SENECA FAMILY OF AGENCIES 403(B) RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total transfer of assets to this plan	2015-12-31	$76,534
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$671,582
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$86,100
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$67,706
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$683,030
Value of total assets at end of year	2015-12-31	$2,921,534
Value of total assets at beginning of year	2015-12-31	$2,259,518
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$18,394
Total interest from all sources	2015-12-31	$13,125
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
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	$625,074
Participant contributions at end of year	2015-12-31	$9,368
Participant contributions at beginning of year	2015-12-31	$9,904
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$57,956
Total non interest bearing cash at end of year	2015-12-31	$531
Total non interest bearing cash at beginning of year	2015-12-31	$33
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
Value of net income/loss	2015-12-31	$585,482
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$2,921,534
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$2,259,518
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$2,295,941
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$1,639,255
Income. Interest from loans (other than to participants)	2015-12-31	$2,631
Interest earned on other investments	2015-12-31	$10,877
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-12-31	$40,984
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-12-31	$70,024
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-12-31	$70,024
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2015-12-31	$-383
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$574,710
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$540,302
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-24,573
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$67,706
Contract administrator fees	2015-12-31	$18,394
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
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	GILMORE AND ASSOCIATES, CPA
Accountancy firm EIN	2015-12-31	943128112
2014 : SENECA FAMILY OF AGENCIES 403(B) 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	$276,410
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$246,398
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$187,856
Expenses. Certain deemed distributions of participant loans	2014-12-31	$40,082
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$162,892
Value of total assets at end of year	2014-12-31	$2,259,518
Value of total assets at beginning of year	2014-12-31	$2,229,506
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$18,460
Total interest from all sources	2014-12-31	$14,013
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	$162,892
Participant contributions at end of year	2014-12-31	$9,904
Participant contributions at beginning of year	2014-12-31	$48,244
Participant contributions at beginning of year	2014-12-31	$1,657
Total non interest bearing cash at end of year	2014-12-31	$33
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	$30,012
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$2,259,518
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$2,229,506
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 registered invesment companies (eg mutual funds) at end of year	2014-12-31	$1,639,255
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$1,438,482
Interest on participant loans	2014-12-31	$2,505
Interest earned on other investments	2014-12-31	$11,697
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-12-31	$70,024
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-12-31	$80,608
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-12-31	$80,608
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2014-12-31	$-189
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$540,302
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$660,515
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$99,505
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$187,856
Contract administrator fees	2014-12-31	$18,460
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	HARRINGTON GROUP, CPA, LLP
Accountancy firm EIN	2014-12-31	954557617

Form 5500 Responses for SENECA FAMILY OF AGENCIES 403(B) RETIREMENT PLAN

2022: SENECA FAMILY OF AGENCIES 403(B) 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: SENECA FAMILY OF AGENCIES 403(B) 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: SENECA FAMILY OF AGENCIES 403(B) 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: SENECA FAMILY OF AGENCIES 403(B) 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: SENECA FAMILY OF AGENCIES 403(B) 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: SENECA FAMILY OF AGENCIES 403(B) 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: SENECA FAMILY OF AGENCIES 403(B) 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: SENECA FAMILY OF AGENCIES 403(B) 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: SENECA FAMILY OF AGENCIES 403(B) 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

Insurance Providers Used on plan

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )

Policy contract number

67328

Policy instance

Insurance contract or identification number	67328
Number of Individuals Covered	45
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $80
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 $51
Insurance broker organization code?	3

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

Policy contract number

807861

Policy instance

Insurance contract or identification number	807861
Number of Individuals Covered	2074
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $0
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

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )

Policy contract number

67328

Policy instance

Insurance contract or identification number	67328
Number of Individuals Covered	47
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $177
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 $118
Insurance broker organization code?	3

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

Policy contract number

807861

Policy instance

Insurance contract or identification number	807861
Number of Individuals Covered	2000
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $0
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

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )

Policy contract number

67328

Policy instance

Insurance contract or identification number	67328
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $165
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 $137
Insurance broker organization code?	3

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

Policy contract number

807861

Policy instance

Insurance contract or identification number	807861
Number of Individuals Covered	1706
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $0
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

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

Policy contract number

807861

Policy instance

Insurance contract or identification number	807861
Number of Individuals Covered	1799
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $0
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

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )

Policy contract number

67328

Policy instance

Insurance contract or identification number	67328
Number of Individuals Covered	51
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $199
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 $163
Insurance broker organization code?	3

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )

Policy contract number

67328

Policy instance

Insurance contract or identification number	67328
Number of Individuals Covered	52
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $227
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 $190
Insurance broker organization code?	3

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

Policy contract number

807861

Policy instance

Insurance contract or identification number	807861
Number of Individuals Covered	1611
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $0
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

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )

Policy contract number

67328

Policy instance

Insurance contract or identification number	67328
Number of Individuals Covered	57
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $226
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 $189
Insurance broker organization code?	3
Insurance broker name	DANA HOLLY

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

Policy contract number

807861

Policy instance

Insurance contract or identification number	807861
Number of Individuals Covered	1595
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $0
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

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )

Policy contract number

67328

Policy instance

Insurance contract or identification number	67328
Number of Individuals Covered	62
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $1,016
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 $924
Insurance broker organization code?	3
Insurance broker name	JOHN CREECH

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

Policy contract number

807861

Policy instance

Insurance contract or identification number	807861
Number of Individuals Covered	1341
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $0
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

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )

Policy contract number

67328

Policy instance

Insurance contract or identification number	67328
Number of Individuals Covered	67
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $646
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 $588
Insurance broker organization code?	3
Insurance broker name	JOHN CREECH

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Company Name:	SENECA FAMILY OF AGENCIES
Employer identification number (EIN):	942971761
NAIC Classification:	624100
NAIC Description:	Individual and Family Services

Jurisdiction of Incorporation:	Oregon Secretary of State Corporations Division
Incorporation Date:	2015-05-26
Company Identification Number:	111611893