?>
Logo

TRINITY YOUTH SERVICES 403(B) PLAN 401k Plan overview

Plan NameTRINITY YOUTH SERVICES 403(B) PLAN
Plan identification number 001

TRINITY YOUTH SERVICES 403(B) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

TRINITY YOUTH SERVICES has sponsored the creation of one or more 401k plans.

Company Name:TRINITY YOUTH SERVICES
Employer identification number (EIN):952480624
NAIC Classification:611000

Additional information about TRINITY YOUTH SERVICES

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 1997-01-23
Company Identification Number: 0011340707
Legal Registered Office Address: PO BOX 1210

CLAREMONT
United States of America (USA)
91711

More information about TRINITY YOUTH SERVICES

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TRINITY YOUTH SERVICES 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01CHER OFSTEDAHL2023-08-16 CHER OFSTEDAHL2023-08-16
0012021-01-01CHER OFSTEDAHL2022-09-14
0012020-01-01CHER OFSTEDAHL2021-10-11
0012019-01-01CHER OFSTEDAHL2020-09-24
0012018-01-01JOHN NEIUBER2019-09-20
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01JOHN NEIUBER
0012012-01-01JOHN NEIUBER
0012011-01-01JOHN NEIUBER
0012010-01-01JOHN NEIUBER JOHN NEIUBER2011-10-14
0012009-01-01JOHN NEIUBER JOHN NEIUBER2010-10-14
0012009-01-01JOHN NEIUBER JOHN NEIUBER2011-10-14
0012009-01-01JOHN NEIUBER JOHN NEIUBER2010-10-14

Plan Statistics for TRINITY YOUTH SERVICES 403(B) PLAN

401k plan membership statisitcs for TRINITY YOUTH SERVICES 403(B) PLAN

Measure Date Value
2022: TRINITY YOUTH SERVICES 403(B) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01267
Total number of active participants reported on line 7a of the Form 55002022-01-01207
Number of other retired or separated participants entitled to future benefits2022-01-0129
Total of all active and inactive participants2022-01-01236
Total participants2022-01-01236
Number of participants with account balances2022-01-0177
2021: TRINITY YOUTH SERVICES 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01395
Total number of active participants reported on line 7a of the Form 55002021-01-01298
Number of other retired or separated participants entitled to future benefits2021-01-0119
Total of all active and inactive participants2021-01-01317
Total participants2021-01-01317
Number of participants with account balances2021-01-0177
2020: TRINITY YOUTH SERVICES 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01341
Total number of active participants reported on line 7a of the Form 55002020-01-01350
Number of other retired or separated participants entitled to future benefits2020-01-0116
Total of all active and inactive participants2020-01-01366
Total participants2020-01-01366
Number of participants with account balances2020-01-0175
2019: TRINITY YOUTH SERVICES 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01323
Total number of active participants reported on line 7a of the Form 55002019-01-01323
Number of other retired or separated participants entitled to future benefits2019-01-0117
Total of all active and inactive participants2019-01-01340
Total participants2019-01-01340
Number of participants with account balances2019-01-0169
2018: TRINITY YOUTH SERVICES 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01272
Total number of active participants reported on line 7a of the Form 55002018-01-01263
Number of other retired or separated participants entitled to future benefits2018-01-0114
Total of all active and inactive participants2018-01-01277
Total participants2018-01-01277
Number of participants with account balances2018-01-0163
2017: TRINITY YOUTH SERVICES 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01268
Total number of active participants reported on line 7a of the Form 55002017-01-01228
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-016
Total of all active and inactive participants2017-01-01234
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01234
Number of participants with account balances2017-01-0140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: TRINITY YOUTH SERVICES 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01284
Total number of active participants reported on line 7a of the Form 55002016-01-01230
Number of retired or separated participants receiving benefits2016-01-010
Total of all active and inactive participants2016-01-01230
Total participants2016-01-01230
Number of participants with account balances2016-01-0164
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: TRINITY YOUTH SERVICES 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01333
Total number of active participants reported on line 7a of the Form 55002015-01-01236
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0115
Total of all active and inactive participants2015-01-01251
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01251
Number of participants with account balances2015-01-0171
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: TRINITY YOUTH SERVICES 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01313
Total number of active participants reported on line 7a of the Form 55002014-01-01316
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0117
Total of all active and inactive participants2014-01-01333
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01333
Number of participants with account balances2014-01-0179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: TRINITY YOUTH SERVICES 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01312
Total number of active participants reported on line 7a of the Form 55002013-01-01292
Number of other retired or separated participants entitled to future benefits2013-01-0121
Total of all active and inactive participants2013-01-01313
Total participants2013-01-01313
Number of participants with account balances2013-01-0187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: TRINITY YOUTH SERVICES 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01436
Total number of active participants reported on line 7a of the Form 55002012-01-01286
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0126
Total of all active and inactive participants2012-01-01312
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01312
Number of participants with account balances2012-01-0196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: TRINITY YOUTH SERVICES 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01600
Total number of active participants reported on line 7a of the Form 55002011-01-01418
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0118
Total of all active and inactive participants2011-01-01436
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01436
Number of participants with account balances2011-01-01105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: TRINITY YOUTH SERVICES 403(B) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01613
Total number of active participants reported on line 7a of the Form 55002010-01-01553
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0146
Total of all active and inactive participants2010-01-01599
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01599
Number of participants with account balances2010-01-01141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: TRINITY YOUTH SERVICES 403(B) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01720
Total number of active participants reported on line 7a of the Form 55002009-01-01600
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0122
Total of all active and inactive participants2009-01-01622
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01622
Number of participants with account balances2009-01-01124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on TRINITY YOUTH SERVICES 403(B) PLAN

Measure Date Value
2022 : TRINITY YOUTH SERVICES 403(B) PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-322,543
Total of all expenses incurred2022-12-31$385,672
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$364,897
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$175,540
Value of total assets at end of year2022-12-31$2,971,727
Value of total assets at beginning of year2022-12-31$3,679,942
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$20,775
Total interest from all sources2022-12-31$1,522
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$350,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$175,540
Participant contributions at end of year2022-12-31$31,227
Participant contributions at beginning of year2022-12-31$30,610
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-708,215
Value of net assets at end of year (total assets less liabilities)2022-12-31$2,971,727
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$3,679,942
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$2,479,096
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$3,230,714
Interest on participant loans2022-12-31$1,522
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$461,404
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$418,618
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-499,605
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$364,897
Contract administrator fees2022-12-31$20,775
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2022-12-31410746749
2021 : TRINITY YOUTH SERVICES 403(B) PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$567,557
Total of all expenses incurred2021-12-31$167,234
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$144,734
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$180,771
Value of total assets at end of year2021-12-31$3,679,942
Value of total assets at beginning of year2021-12-31$3,279,619
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$22,500
Total interest from all sources2021-12-31$1,462
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$350,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$180,771
Participant contributions at end of year2021-12-31$30,610
Participant contributions at beginning of year2021-12-31$24,111
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$31,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$400,323
Value of net assets at end of year (total assets less liabilities)2021-12-31$3,679,942
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$3,279,619
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$3,230,714
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$2,855,606
Interest on participant loans2021-12-31$1,462
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$418,618
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$399,902
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$385,324
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$113,734
Contract administrator fees2021-12-31$22,500
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2021-12-31410746749
2020 : TRINITY YOUTH SERVICES 403(B) PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$358,845
Total of all expenses incurred2020-12-31$902,494
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$879,625
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$158,272
Value of total assets at end of year2020-12-31$3,279,610
Value of total assets at beginning of year2020-12-31$3,823,259
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$22,869
Total interest from all sources2020-12-31$2,273
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$350,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$155,714
Participant contributions at end of year2020-12-31$24,111
Participant contributions at beginning of year2020-12-31$82,278
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$2,558
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$1,558
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$-543,649
Value of net assets at end of year (total assets less liabilities)2020-12-31$3,279,610
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$3,823,259
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$2,855,597
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$3,715,222
Interest on participant loans2020-12-31$2,273
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$399,902
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$25,759
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$198,300
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$878,067
Contract administrator fees2020-12-31$22,869
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2020-12-31410746749
2019 : TRINITY YOUTH SERVICES 403(B) PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$860,005
Total of all expenses incurred2019-12-31$135,221
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$112,497
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$157,271
Value of total assets at end of year2019-12-31$3,823,259
Value of total assets at beginning of year2019-12-31$3,098,475
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$22,724
Total interest from all sources2019-12-31$5,069
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$350,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$157,191
Participant contributions at end of year2019-12-31$82,278
Participant contributions at beginning of year2019-12-31$92,480
Participant contributions at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$80
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$9,933
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$724,784
Value of net assets at end of year (total assets less liabilities)2019-12-31$3,823,259
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$3,098,475
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$3,715,222
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$2,980,522
Interest on participant loans2019-12-31$5,069
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$25,759
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$25,473
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$697,665
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$102,564
Contract administrator fees2019-12-31$22,724
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31WHITE NELSON DIEHL EVANS LLP
Accountancy firm EIN2019-12-31330686301
2018 : TRINITY YOUTH SERVICES 403(B) PLAN 2018 401k financial data
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$27,578
Total of all expenses incurred2018-12-31$130,536
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$109,212
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$198,725
Value of total assets at end of year2018-12-31$3,098,475
Value of total assets at beginning of year2018-12-31$3,201,433
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$21,324
Total interest from all sources2018-12-31$3,901
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$350,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$152,357
Participant contributions at end of year2018-12-31$92,480
Participant contributions at beginning of year2018-12-31$52,966
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$46,368
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-102,958
Value of net assets at end of year (total assets less liabilities)2018-12-31$3,098,475
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$3,201,433
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$2,980,522
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$3,147,705
Interest on participant loans2018-12-31$3,901
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$25,473
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$762
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-175,048
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$109,212
Contract administrator fees2018-12-31$21,324
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31WHITE NELSON DIEHL EVANS LLP
Accountancy firm EIN2018-12-31330686301
2017 : TRINITY YOUTH SERVICES 403(B) PLAN 2017 401k financial data
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$2,158
Total income from all sources (including contributions)2017-12-31$606,298
Total of all expenses incurred2017-12-31$125,729
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$114,166
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$136,176
Value of total assets at end of year2017-12-31$3,201,433
Value of total assets at beginning of year2017-12-31$2,723,022
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$11,563
Total interest from all sources2017-12-31$4,389
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$78,571
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$78,571
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$300,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$136,176
Participant contributions at end of year2017-12-31$52,966
Participant contributions at beginning of year2017-12-31$54,615
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$50
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$2,158
Other income not declared elsewhere2017-12-31$29
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$480,569
Value of net assets at end of year (total assets less liabilities)2017-12-31$3,201,433
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$2,720,864
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$3,147,705
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$2,668,231
Interest on participant loans2017-12-31$4,389
Interest earned on other investments2017-12-31$0
Income. Interest from US Government securities2017-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$762
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$126
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$387,133
Net investment gain/loss from pooled separate accounts2017-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$114,166
Contract administrator fees2017-12-31$11,563
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31WHITE NELSON DIEHL EVANS LLP
Accountancy firm EIN2017-12-31330686301
2016 : TRINITY YOUTH SERVICES 403(B) PLAN 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$2,158
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$3,564
Total income from all sources (including contributions)2016-12-31$262,523
Total of all expenses incurred2016-12-31$165,016
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$155,673
Expenses. Certain deemed distributions of participant loans2016-12-31$0
Value of total corrective distributions2016-12-31$2,197
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$130,234
Value of total assets at end of year2016-12-31$2,723,022
Value of total assets at beginning of year2016-12-31$2,626,921
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$7,146
Total interest from all sources2016-12-31$5,483
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$28,775
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$28,775
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$300,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$127,741
Participant contributions at end of year2016-12-31$54,615
Participant contributions at beginning of year2016-12-31$30,731
Participant contributions at end of year2016-12-31$50
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$2,493
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$2,158
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$3,564
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$97,507
Value of net assets at end of year (total assets less liabilities)2016-12-31$2,720,864
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$2,623,357
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$7,146
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$2,668,231
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$2,189,877
Interest on participant loans2016-12-31$5,483
Interest earned on other investments2016-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$126
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$406,313
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$-30,559
Net investment gain/loss from pooled separate accounts2016-12-31$128,590
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$155,673
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31WHITE NELSON DIEHL EVANS LLP
Accountancy firm EIN2016-12-31330686301
2015 : TRINITY YOUTH SERVICES 403(B) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$3,564
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$958
Total income from all sources (including contributions)2015-12-31$224,763
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$186,398
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$179,787
Value of total corrective distributions2015-12-31$2,605
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$250,596
Value of total assets at end of year2015-12-31$2,626,921
Value of total assets at beginning of year2015-12-31$2,585,950
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$4,006
Total interest from all sources2015-12-31$10,190
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 year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$300,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$132,356
Participant contributions at end of year2015-12-31$30,731
Participant contributions at beginning of year2015-12-31$61,214
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$118,240
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$3,564
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$958
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$38,365
Value of net assets at end of year (total assets less liabilities)2015-12-31$2,623,357
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$2,584,992
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$4,006
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$2,189,877
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$2,141,519
Interest on participant loans2015-12-31$4,541
Interest earned on other investments2015-12-31$5,649
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$406,313
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$383,217
Net investment gain/loss from pooled separate accounts2015-12-31$-36,023
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$179,787
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31WHITE NELSON DIEHL EVANS LLP
Accountancy firm EIN2015-12-31330686301
2014 : TRINITY YOUTH SERVICES 403(B) PLAN 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$958
Total income from all sources (including contributions)2014-12-31$239,990
Total of all expenses incurred2014-12-31$173,875
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$173,025
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$115,868
Value of total assets at end of year2014-12-31$2,585,950
Value of total assets at beginning of year2014-12-31$2,518,877
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$850
Total interest from all sources2014-12-31$13,739
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$300,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$115,868
Participant contributions at end of year2014-12-31$61,214
Participant contributions at beginning of year2014-12-31$65,624
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$958
Other income not declared elsewhere2014-12-31$300
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$66,115
Value of net assets at end of year (total assets less liabilities)2014-12-31$2,584,992
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$2,518,877
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$850
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$2,141,519
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$1,941,655
Interest on participant loans2014-12-31$6,015
Interest earned on other investments2014-12-31$7,724
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$383,217
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$511,598
Net investment gain/loss from pooled separate accounts2014-12-31$110,083
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$173,025
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31HARRINGTON GROUP CPAS, LLP
Accountancy firm EIN2014-12-31954557617
2013 : TRINITY YOUTH SERVICES 403(B) PLAN 2013 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$492
Total income from all sources (including contributions)2013-12-31$465,525
Total of all expenses incurred2013-12-31$136,445
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$135,659
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$152,186
Value of total assets at end of year2013-12-31$2,518,877
Value of total assets at beginning of year2013-12-31$2,190,289
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$786
Total interest from all sources2013-12-31$6,025
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$250,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$119,861
Participant contributions at end of year2013-12-31$65,624
Participant contributions at beginning of year2013-12-31$57,873
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$120
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$32,325
Other income not declared elsewhere2013-12-31$300
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$329,080
Value of net assets at end of year (total assets less liabilities)2013-12-31$2,518,877
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$2,189,797
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$1,941,655
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$1,634,376
Interest on participant loans2013-12-31$6,025
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$511,598
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$497,920
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$307,014
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$135,659
Contract administrator fees2013-12-31$786
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$492
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31HARRINGTON GROUP CPAS, LLP
Accountancy firm EIN2013-12-31954557617
2012 : TRINITY YOUTH SERVICES 403(B) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$492
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$345,076
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$207,510
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$206,048
Value of total corrective distributions2012-12-31$492
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$142,610
Value of total assets at end of year2012-12-31$2,190,289
Value of total assets at beginning of year2012-12-31$2,052,231
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$970
Total interest from all sources2012-12-31$6,239
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$250,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$142,610
Participant contributions at end of year2012-12-31$57,873
Participant contributions at beginning of year2012-12-31$74,112
Participant contributions at end of year2012-12-31$120
Participant contributions at beginning of year2012-12-31$881
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$137,566
Value of net assets at end of year (total assets less liabilities)2012-12-31$2,189,797
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$2,052,231
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$1,634,376
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$1,496,533
Interest on participant loans2012-12-31$5,839
Interest earned on other investments2012-12-31$400
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$497,920
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$480,705
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$196,227
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$206,048
Contract administrator fees2012-12-31$970
Liabilities. Value of benefit claims payable at end of year2012-12-31$492
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31HARRINGTON GROUP CPAS, LLP
Accountancy firm EIN2012-12-31954557617
2011 : TRINITY YOUTH SERVICES 403(B) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$141,785
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$102,084
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$100,441
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$196,654
Value of total assets at end of year2011-12-31$2,052,231
Value of total assets at beginning of year2011-12-31$2,012,530
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$1,643
Total interest from all sources2011-12-31$19,957
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$200,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$190,007
Participant contributions at end of year2011-12-31$74,112
Participant contributions at beginning of year2011-12-31$82,798
Participant contributions at end of year2011-12-31$881
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$6,647
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$39,701
Value of net assets at end of year (total assets less liabilities)2011-12-31$2,052,231
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$2,012,530
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$1,496,533
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$1,526,459
Interest on participant loans2011-12-31$6,792
Interest earned on other investments2011-12-31$13,165
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$480,705
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$403,273
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-74,826
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$100,441
Contract administrator fees2011-12-31$1,643
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31HARRINGTON GROUP CPAS, LLP
Accountancy firm EIN2011-12-31954557617
2010 : TRINITY YOUTH SERVICES 403(B) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$477,076
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$42,627
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$42,235
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$295,591
Value of total assets at end of year2010-12-31$2,012,530
Value of total assets at beginning of year2010-12-31$1,578,081
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$392
Total interest from all sources2010-12-31$16,704
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$200,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$207,395
Participant contributions at end of year2010-12-31$82,798
Participant contributions at beginning of year2010-12-31$44,872
Participant contributions at end of year2010-12-31$0
Participant contributions at beginning of year2010-12-31$22,725
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$88,196
Administrative expenses (other) incurred2010-12-31$392
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$434,449
Value of net assets at end of year (total assets less liabilities)2010-12-31$2,012,530
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$1,578,081
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$1,526,459
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$1,210,272
Interest on participant loans2010-12-31$4,618
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$12,086
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$403,273
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$300,212
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$164,781
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$42,235
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31HARRINGTON GROUP
Accountancy firm EIN2010-12-31954557617
2009 : TRINITY YOUTH SERVICES 403(B) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for TRINITY YOUTH SERVICES 403(B) PLAN

2022: TRINITY YOUTH SERVICES 403(B) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: TRINITY YOUTH SERVICES 403(B) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: TRINITY YOUTH SERVICES 403(B) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: TRINITY YOUTH SERVICES 403(B) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: TRINITY YOUTH SERVICES 403(B) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: TRINITY YOUTH SERVICES 403(B) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: TRINITY YOUTH SERVICES 403(B) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: TRINITY YOUTH SERVICES 403(B) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: TRINITY YOUTH SERVICES 403(B) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan benefit arrangement – InsuranceYes
2013: TRINITY YOUTH SERVICES 403(B) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: TRINITY YOUTH SERVICES 403(B) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: TRINITY YOUTH SERVICES 403(B) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan benefit arrangement – InsuranceYes
2010: TRINITY YOUTH SERVICES 403(B) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: TRINITY YOUTH SERVICES 403(B) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered243
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $219
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees219
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered290
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $156
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees156
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered370
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $364
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees364
Additional information about fees paid to insurance brokerREFERRALS/SERVICE FEE
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered402
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $13
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees13
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered346
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $10
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees10
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered301
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerFEFERRAL/SERVICE FEE
Insurance broker organization code?3
Insurance broker nameQBI, LLC
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG75146
Policy instance 1
Insurance contract or identification numberG75146
Number of Individuals Covered71
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $8,547
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $8,547
Insurance broker organization code?3
Insurance broker nameINDEPENDENT FINANCIAL GROUP LLC
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG75146
Policy instance 1
Insurance contract or identification numberG75146
Number of Individuals Covered79
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $12,280
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $12,280
Insurance broker organization code?3
Insurance broker nameINDEPENDENT FINANCIAL GROUP LLC
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG75146
Policy instance 1
Insurance contract or identification numberG75146
Number of Individuals Covered87
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $11,391
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $11,391
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?3
Insurance broker nameINDEPENDENT FINANCIAL GROUP LLC
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG75146
Policy instance 1
Insurance contract or identification numberG75146
Number of Individuals Covered96
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $10,330
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $10,330
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?3
Insurance broker nameINDEPENDENT FINANCIAL GROUP LLC
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG75146
Policy instance 1
Insurance contract or identification numberG75146
Number of Individuals Covered105
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $10,052
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG75146
Policy instance 1
Insurance contract or identification numberG75146
Number of Individuals Covered141
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $8,566
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3