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TAX DEFERRED ANNUITY PLAN OF CHILDHELP, INC. 015 401k Plan overview

Plan NameTAX DEFERRED ANNUITY PLAN OF CHILDHELP, INC. 015
Plan identification number 003

TAX DEFERRED ANNUITY PLAN OF CHILDHELP, INC. 015 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.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

CHILDHELP, INC. has sponsored the creation of one or more 401k plans.

Company Name:CHILDHELP, INC.
Employer identification number (EIN):952884608
NAIC Classification:623000
NAIC Description: Nursing and Residential Care Facilities

Additional information about CHILDHELP, INC.

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 1984-10-12
Company Identification Number: 0006364207
Legal Registered Office Address: 6730 N SCOTTSDALE RD STE 150

SCOTTSDALE
United States of America (USA)
85253

More information about CHILDHELP, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TAX DEFERRED ANNUITY PLAN OF CHILDHELP, INC. 015

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032021-07-01
0032020-07-01
0032020-07-01
0032019-07-01
0032018-07-01
0032017-07-01SHARON FIXMANBRICKER
0032017-07-01SHARON FIXMANBRICKER
0032016-07-01SHARON FIXMAN BRICKER SHARON FIXMAN BRICKER2018-01-22
0032015-07-01SHARON FIXMAN BRICKER SHARON FIXMAN BRICKER2017-01-23
0032014-07-01SHARON FIXMAN BRICKER SHARON FIXMAN BRICKER2016-01-06
0032013-07-01SHARON BRICKER SHARON BRICKER2015-04-06
0032012-07-01SHARON FIXMAN BRICKER SHARON FIXMAN BRICKER2014-08-15
0032011-07-01STACEE BASHAM STACEE BASHAM2013-12-27
0032010-07-01KATHY WARPOLE KATHY WARPOLE2012-04-13
0032010-01-01LEONARD KSOBIECH2011-06-20
0032009-07-01KATHY WARPOLE KATHY WARPOLE2011-04-13

Plan Statistics for TAX DEFERRED ANNUITY PLAN OF CHILDHELP, INC. 015

401k plan membership statisitcs for TAX DEFERRED ANNUITY PLAN OF CHILDHELP, INC. 015

Measure Date Value
2021: TAX DEFERRED ANNUITY PLAN OF CHILDHELP, INC. 015 2021 401k membership
Total participants, beginning-of-year2021-07-01212
Total number of active participants reported on line 7a of the Form 55002021-07-0190
Number of retired or separated participants receiving benefits2021-07-010
Number of other retired or separated participants entitled to future benefits2021-07-01121
Total of all active and inactive participants2021-07-01211
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-010
Total participants2021-07-01211
Number of participants with account balances2021-07-01205
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-013
2020: TAX DEFERRED ANNUITY PLAN OF CHILDHELP, INC. 015 2020 401k membership
Total participants, beginning-of-year2020-07-01222
Total number of active participants reported on line 7a of the Form 55002020-07-01120
Number of retired or separated participants receiving benefits2020-07-010
Number of other retired or separated participants entitled to future benefits2020-07-0192
Total of all active and inactive participants2020-07-01212
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-010
Total participants2020-07-01212
Number of participants with account balances2020-07-01210
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-014
2019: TAX DEFERRED ANNUITY PLAN OF CHILDHELP, INC. 015 2019 401k membership
Total participants, beginning-of-year2019-07-01250
Total number of active participants reported on line 7a of the Form 55002019-07-01121
Number of retired or separated participants receiving benefits2019-07-010
Number of other retired or separated participants entitled to future benefits2019-07-01101
Total of all active and inactive participants2019-07-01222
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-010
Total participants2019-07-01222
Number of participants with account balances2019-07-01219
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-018
2018: TAX DEFERRED ANNUITY PLAN OF CHILDHELP, INC. 015 2018 401k membership
Total participants, beginning-of-year2018-07-01242
Total number of active participants reported on line 7a of the Form 55002018-07-01206
Number of retired or separated participants receiving benefits2018-07-010
Number of other retired or separated participants entitled to future benefits2018-07-0144
Total of all active and inactive participants2018-07-01250
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-010
Total participants2018-07-01250
Number of participants with account balances2018-07-01234
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-015
2017: TAX DEFERRED ANNUITY PLAN OF CHILDHELP, INC. 015 2017 401k membership
Total participants, beginning-of-year2017-07-01231
Total number of active participants reported on line 7a of the Form 55002017-07-01210
Number of retired or separated participants receiving benefits2017-07-010
Number of other retired or separated participants entitled to future benefits2017-07-0132
Total of all active and inactive participants2017-07-01242
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-010
Total participants2017-07-01242
Number of participants with account balances2017-07-01225
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-012
2016: TAX DEFERRED ANNUITY PLAN OF CHILDHELP, INC. 015 2016 401k membership
Total participants, beginning-of-year2016-07-01222
Total number of active participants reported on line 7a of the Form 55002016-07-01203
Number of retired or separated participants receiving benefits2016-07-010
Number of other retired or separated participants entitled to future benefits2016-07-0128
Total of all active and inactive participants2016-07-01231
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-010
Total participants2016-07-01231
Number of participants with account balances2016-07-01213
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-014
2015: TAX DEFERRED ANNUITY PLAN OF CHILDHELP, INC. 015 2015 401k membership
Total participants, beginning-of-year2015-07-01216
Total number of active participants reported on line 7a of the Form 55002015-07-01194
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-0128
Total of all active and inactive participants2015-07-01222
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-010
Total participants2015-07-01222
Number of participants with account balances2015-07-01222
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-0115
2014: TAX DEFERRED ANNUITY PLAN OF CHILDHELP, INC. 015 2014 401k membership
Total participants, beginning-of-year2014-07-01250
Total number of active participants reported on line 7a of the Form 55002014-07-01183
Number of retired or separated participants receiving benefits2014-07-010
Number of other retired or separated participants entitled to future benefits2014-07-0132
Total of all active and inactive participants2014-07-01215
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-011
Total participants2014-07-01216
Number of participants with account balances2014-07-01216
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-017
2013: TAX DEFERRED ANNUITY PLAN OF CHILDHELP, INC. 015 2013 401k membership
Total participants, beginning-of-year2013-07-01237
Total number of active participants reported on line 7a of the Form 55002013-07-01188
Number of retired or separated participants receiving benefits2013-07-010
Number of other retired or separated participants entitled to future benefits2013-07-0161
Total of all active and inactive participants2013-07-01249
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-011
Total participants2013-07-01250
Number of participants with account balances2013-07-01250
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-012
2012: TAX DEFERRED ANNUITY PLAN OF CHILDHELP, INC. 015 2012 401k membership
Total participants, beginning-of-year2012-07-01269
Total number of active participants reported on line 7a of the Form 55002012-07-01177
Number of retired or separated participants receiving benefits2012-07-010
Number of other retired or separated participants entitled to future benefits2012-07-0159
Total of all active and inactive participants2012-07-01236
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-011
Total participants2012-07-01237
Number of participants with account balances2012-07-01237
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-0110
2011: TAX DEFERRED ANNUITY PLAN OF CHILDHELP, INC. 015 2011 401k membership
Total participants, beginning-of-year2011-07-01235
Total number of active participants reported on line 7a of the Form 55002011-07-01222
Number of retired or separated participants receiving benefits2011-07-010
Number of other retired or separated participants entitled to future benefits2011-07-0147
Total of all active and inactive participants2011-07-01269
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-010
Total participants2011-07-01269
Number of participants with account balances2011-07-01269
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-016
2010: TAX DEFERRED ANNUITY PLAN OF CHILDHELP, INC. 015 2010 401k membership
Total participants, beginning-of-year2010-07-01201
Total number of active participants reported on line 7a of the Form 55002010-07-01228
Number of retired or separated participants receiving benefits2010-07-010
Number of other retired or separated participants entitled to future benefits2010-07-017
Total of all active and inactive participants2010-07-01235
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-07-010
Total participants2010-07-01235
Number of participants with account balances2010-07-01235
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-07-013
2009: TAX DEFERRED ANNUITY PLAN OF CHILDHELP, INC. 015 2009 401k membership
Total participants, beginning-of-year2009-07-01211
Total number of active participants reported on line 7a of the Form 55002009-07-01194
Number of retired or separated participants receiving benefits2009-07-010
Number of other retired or separated participants entitled to future benefits2009-07-017
Total of all active and inactive participants2009-07-01201
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-010
Total participants2009-07-01201
Number of participants with account balances2009-07-01201
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-017

Financial Data on TAX DEFERRED ANNUITY PLAN OF CHILDHELP, INC. 015

Measure Date Value
2022 : TAX DEFERRED ANNUITY PLAN OF CHILDHELP, INC. 015 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total income from all sources (including contributions)2022-06-30$-269,754
Total loss/gain on sale of assets2022-06-30$0
Total of all expenses incurred2022-06-30$247,620
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$245,312
Expenses. Certain deemed distributions of participant loans2022-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$294,603
Value of total assets at end of year2022-06-30$3,938,989
Value of total assets at beginning of year2022-06-30$4,456,363
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$2,308
Total interest from all sources2022-06-30$6,037
Total dividends received (eg from common stock, registered investment company shares)2022-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30No
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$500,000
If this is an individual account plan, was there a blackout period2022-06-30No
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Contributions received from participants2022-06-30$294,603
Participant contributions at end of year2022-06-30$14,837
Participant contributions at beginning of year2022-06-30$27,295
Income. Received or receivable in cash from other sources (including rollovers)2022-06-30$0
Other income not declared elsewhere2022-06-30$0
Administrative expenses (other) incurred2022-06-30$2,308
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$-517,374
Value of net assets at end of year (total assets less liabilities)2022-06-30$3,938,989
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$4,456,363
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30No
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-06-30$3,034,009
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-06-30$3,488,753
Interest on participant loans2022-06-30$0
Interest earned on other investments2022-06-30$6,037
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-06-30$890,143
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-06-30$940,315
Expenses. Payments to insurance carriers foe the provision of benefits2022-06-30$0
Net investment gain/loss from pooled separate accounts2022-06-30$-570,394
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30No
Was there a failure to transmit to the plan any participant contributions2022-06-30No
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Contributions received in cash from employer2022-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$245,312
Did the plan have assets held for investment2022-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-30No
Opinion of an independent qualified public accountant for this plan2022-06-30Unqualified
Accountancy firm name2022-06-30CLIFTONLARSONALLEN LLP
Accountancy firm EIN2022-06-30410746749
2021 : TAX DEFERRED ANNUITY PLAN OF CHILDHELP, INC. 015 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total income from all sources (including contributions)2021-06-30$1,235,584
Total loss/gain on sale of assets2021-06-30$0
Total of all expenses incurred2021-06-30$443,111
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$419,190
Expenses. Certain deemed distributions of participant loans2021-06-30$21,418
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$370,810
Value of total assets at end of year2021-06-30$4,456,363
Value of total assets at beginning of year2021-06-30$3,663,890
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$2,503
Total interest from all sources2021-06-30$9,452
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$500,000
If this is an individual account plan, was there a blackout period2021-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-06-30$0
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Contributions received from participants2021-06-30$358,814
Participant contributions at end of year2021-06-30$27,295
Participant contributions at beginning of year2021-06-30$82,626
Income. Received or receivable in cash from other sources (including rollovers)2021-06-30$11,996
Other income not declared elsewhere2021-06-30$0
Administrative expenses (other) incurred2021-06-30$2,503
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$792,473
Value of net assets at end of year (total assets less liabilities)2021-06-30$4,456,363
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$3,663,890
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-06-30$3,488,753
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-06-30$2,728,748
Interest on participant loans2021-06-30$0
Interest earned on other investments2021-06-30$9,452
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-06-30$940,315
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-06-30$852,516
Expenses. Payments to insurance carriers foe the provision of benefits2021-06-30$0
Net investment gain/loss from pooled separate accounts2021-06-30$855,322
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30No
Was there a failure to transmit to the plan any participant contributions2021-06-30No
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Contributions received in cash from employer2021-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$419,190
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Opinion of an independent qualified public accountant for this plan2021-06-30Disclaimer
Accountancy firm name2021-06-30CLIFTONLARSONALLEN LLP
Accountancy firm EIN2021-06-30410746749
2020 : TAX DEFERRED ANNUITY PLAN OF CHILDHELP, INC. 015 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total income from all sources (including contributions)2020-06-30$557,085
Total loss/gain on sale of assets2020-06-30$0
Total of all expenses incurred2020-06-30$273,491
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$270,923
Expenses. Certain deemed distributions of participant loans2020-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$406,817
Value of total assets at end of year2020-06-30$3,663,890
Value of total assets at beginning of year2020-06-30$3,380,296
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$2,568
Total interest from all sources2020-06-30$11,696
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$500,000
If this is an individual account plan, was there a blackout period2020-06-30No
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Contributions received from participants2020-06-30$403,423
Participant contributions at end of year2020-06-30$82,626
Participant contributions at beginning of year2020-06-30$85,603
Income. Received or receivable in cash from other sources (including rollovers)2020-06-30$3,394
Other income not declared elsewhere2020-06-30$9,783
Administrative expenses (other) incurred2020-06-30$2,568
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$283,594
Value of net assets at end of year (total assets less liabilities)2020-06-30$3,663,890
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$3,380,296
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-06-30$2,728,748
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$2,591,341
Interest on participant loans2020-06-30$0
Interest earned on other investments2020-06-30$11,696
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-06-30$852,516
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-06-30$703,352
Expenses. Payments to insurance carriers foe the provision of benefits2020-06-30$0
Net investment gain/loss from pooled separate accounts2020-06-30$128,789
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30No
Was there a failure to transmit to the plan any participant contributions2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Contributions received in cash from employer2020-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$270,923
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30Yes
Opinion of an independent qualified public accountant for this plan2020-06-30Disclaimer
Accountancy firm name2020-06-30CLIFTONLARSONALLEN LLP
Accountancy firm EIN2020-06-30410746749
2019 : TAX DEFERRED ANNUITY PLAN OF CHILDHELP, INC. 015 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total income from all sources (including contributions)2019-06-30$498,682
Total loss/gain on sale of assets2019-06-30$0
Total of all expenses incurred2019-06-30$126,478
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$123,828
Expenses. Certain deemed distributions of participant loans2019-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$355,576
Value of total assets at end of year2019-06-30$3,380,296
Value of total assets at beginning of year2019-06-30$3,008,092
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$2,650
Total interest from all sources2019-06-30$9,358
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$500,000
If this is an individual account plan, was there a blackout period2019-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-06-30$0
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Contributions received from participants2019-06-30$338,095
Participant contributions at end of year2019-06-30$85,602
Participant contributions at beginning of year2019-06-30$63,648
Income. Received or receivable in cash from other sources (including rollovers)2019-06-30$17,481
Other income not declared elsewhere2019-06-30$1,348
Administrative expenses (other) incurred2019-06-30$2,650
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$372,204
Value of net assets at end of year (total assets less liabilities)2019-06-30$3,380,296
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$3,008,092
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-06-30$2,591,342
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$2,393,243
Interest on participant loans2019-06-30$0
Interest earned on other investments2019-06-30$9,358
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-06-30$703,352
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-06-30$551,201
Expenses. Payments to insurance carriers foe the provision of benefits2019-06-30$0
Net investment gain/loss from pooled separate accounts2019-06-30$132,400
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30No
Was there a failure to transmit to the plan any participant contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Contributions received in cash from employer2019-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$123,828
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30Yes
Opinion of an independent qualified public accountant for this plan2019-06-30Disclaimer
Accountancy firm name2019-06-30CLIFTONLASRSONALLEN LLP
Accountancy firm EIN2019-06-30410746749
2018 : TAX DEFERRED ANNUITY PLAN OF CHILDHELP, INC. 015 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total income from all sources (including contributions)2018-06-30$523,340
Total loss/gain on sale of assets2018-06-30$0
Total of all expenses incurred2018-06-30$223,854
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$221,198
Expenses. Certain deemed distributions of participant loans2018-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$315,265
Value of total assets at end of year2018-06-30$3,008,092
Value of total assets at beginning of year2018-06-30$2,708,606
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$2,656
Total interest from all sources2018-06-30$5,202
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$500,000
If this is an individual account plan, was there a blackout period2018-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-06-30$0
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Contributions received from participants2018-06-30$315,265
Participant contributions at end of year2018-06-30$63,648
Participant contributions at beginning of year2018-06-30$15,709
Income. Received or receivable in cash from other sources (including rollovers)2018-06-30$0
Other income not declared elsewhere2018-06-30$0
Administrative expenses (other) incurred2018-06-30$2,656
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$299,486
Value of net assets at end of year (total assets less liabilities)2018-06-30$3,008,092
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$2,708,606
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-06-30$2,393,243
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$2,236,747
Interest on participant loans2018-06-30$0
Interest earned on other investments2018-06-30$5,202
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-06-30$551,201
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-06-30$456,150
Expenses. Payments to insurance carriers foe the provision of benefits2018-06-30$0
Net investment gain/loss from pooled separate accounts2018-06-30$202,873
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30No
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Contributions received in cash from employer2018-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$221,198
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30Yes
Opinion of an independent qualified public accountant for this plan2018-06-30Disclaimer
Accountancy firm name2018-06-30CLIFTONLARSONALLEN LLP
Accountancy firm EIN2018-06-30410746749
2017 : TAX DEFERRED ANNUITY PLAN OF CHILDHELP, INC. 015 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total income from all sources (including contributions)2017-06-30$590,030
Total loss/gain on sale of assets2017-06-30$0
Total of all expenses incurred2017-06-30$131,111
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$128,406
Expenses. Certain deemed distributions of participant loans2017-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$313,856
Value of total assets at end of year2017-06-30$2,708,606
Value of total assets at beginning of year2017-06-30$2,249,687
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$2,705
Total interest from all sources2017-06-30$4,390
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$500,000
If this is an individual account plan, was there a blackout period2017-06-30No
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Contributions received from participants2017-06-30$257,259
Participant contributions at end of year2017-06-30$15,709
Participant contributions at beginning of year2017-06-30$17,714
Income. Received or receivable in cash from other sources (including rollovers)2017-06-30$56,597
Other income not declared elsewhere2017-06-30$0
Administrative expenses (other) incurred2017-06-30$2,705
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$458,919
Value of net assets at end of year (total assets less liabilities)2017-06-30$2,708,606
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$2,249,687
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-06-30$2,236,747
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$1,848,947
Interest on participant loans2017-06-30$0
Interest earned on other investments2017-06-30$4,390
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-06-30$456,150
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-06-30$383,026
Expenses. Payments to insurance carriers foe the provision of benefits2017-06-30$0
Net investment gain/loss from pooled separate accounts2017-06-30$271,784
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30No
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$128,406
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30Yes
Opinion of an independent qualified public accountant for this plan2017-06-30Disclaimer
Accountancy firm name2017-06-30CLIFTONLARSONALLEN LLP
Accountancy firm EIN2017-06-30410746749
2016 : TAX DEFERRED ANNUITY PLAN OF CHILDHELP, INC. 015 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total income from all sources (including contributions)2016-06-30$278,363
Total loss/gain on sale of assets2016-06-30$0
Total of all expenses incurred2016-06-30$133,516
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$130,908
Expenses. Certain deemed distributions of participant loans2016-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$283,855
Value of total assets at end of year2016-06-30$2,249,687
Value of total assets at beginning of year2016-06-30$2,104,840
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$2,608
Total interest from all sources2016-06-30$3,855
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$500,000
If this is an individual account plan, was there a blackout period2016-06-30No
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Contributions received from participants2016-06-30$266,902
Participant contributions at end of year2016-06-30$17,714
Participant contributions at beginning of year2016-06-30$18,706
Income. Received or receivable in cash from other sources (including rollovers)2016-06-30$16,953
Other income not declared elsewhere2016-06-30$1,663
Administrative expenses (other) incurred2016-06-30$2,608
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$144,847
Value of net assets at end of year (total assets less liabilities)2016-06-30$2,249,687
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$2,104,840
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$1,848,947
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$1,738,295
Interest on participant loans2016-06-30$0
Interest earned on other investments2016-06-30$3,855
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-06-30$383,026
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-06-30$347,839
Expenses. Payments to insurance carriers foe the provision of benefits2016-06-30$0
Net investment gain/loss from pooled separate accounts2016-06-30$-11,010
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30No
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$130,908
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30Yes
Opinion of an independent qualified public accountant for this plan2016-06-30Disclaimer
Accountancy firm name2016-06-30CLIFTONLARSONALLEN LLP
Accountancy firm EIN2016-06-30410746749
2015 : TAX DEFERRED ANNUITY PLAN OF CHILDHELP, INC. 015 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total income from all sources (including contributions)2015-06-30$309,429
Total loss/gain on sale of assets2015-06-30$0
Total of all expenses incurred2015-06-30$146,347
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$141,865
Expenses. Certain deemed distributions of participant loans2015-06-30$1,663
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$239,445
Value of total assets at end of year2015-06-30$2,104,840
Value of total assets at beginning of year2015-06-30$1,941,758
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$2,819
Total interest from all sources2015-06-30$3,780
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$500,000
If this is an individual account plan, was there a blackout period2015-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-06-30$0
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Contributions received from participants2015-06-30$239,319
Participant contributions at end of year2015-06-30$18,706
Participant contributions at beginning of year2015-06-30$37,971
Income. Received or receivable in cash from other sources (including rollovers)2015-06-30$126
Other income not declared elsewhere2015-06-30$5
Administrative expenses (other) incurred2015-06-30$2,819
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$163,082
Value of net assets at end of year (total assets less liabilities)2015-06-30$2,104,840
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$1,941,758
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-06-30$1,738,295
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$1,580,853
Interest on participant loans2015-06-30$0
Interest earned on other investments2015-06-30$3,780
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-06-30$347,839
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-06-30$322,934
Expenses. Payments to insurance carriers foe the provision of benefits2015-06-30$0
Net investment gain/loss from pooled separate accounts2015-06-30$66,199
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30No
Was there a failure to transmit to the plan any participant contributions2015-06-30Yes
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$141,865
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30Yes
Opinion of an independent qualified public accountant for this plan2015-06-30Disclaimer
Accountancy firm name2015-06-30CLIFTON LARSON ALLEN LLP
Accountancy firm EIN2015-06-30410746749
2014 : TAX DEFERRED ANNUITY PLAN OF CHILDHELP, INC. 015 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total income from all sources (including contributions)2014-06-30$455,311
Total loss/gain on sale of assets2014-06-30$0
Total of all expenses incurred2014-06-30$115,741
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$113,181
Expenses. Certain deemed distributions of participant loans2014-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$208,264
Value of total assets at end of year2014-06-30$1,941,758
Value of total assets at beginning of year2014-06-30$1,602,188
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$2,560
Total interest from all sources2014-06-30$3,367
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$500,000
If this is an individual account plan, was there a blackout period2014-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-06-30$0
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Contributions received from participants2014-06-30$190,813
Participant contributions at end of year2014-06-30$37,971
Participant contributions at beginning of year2014-06-30$50,751
Income. Received or receivable in cash from other sources (including rollovers)2014-06-30$17,451
Other income not declared elsewhere2014-06-30$1,383
Administrative expenses (other) incurred2014-06-30$2,560
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$339,570
Value of net assets at end of year (total assets less liabilities)2014-06-30$1,941,758
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$1,602,188
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-06-30$1,580,853
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$1,274,963
Interest on participant loans2014-06-30$0
Interest earned on other investments2014-06-30$3,367
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-06-30$322,934
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-06-30$276,474
Expenses. Payments to insurance carriers foe the provision of benefits2014-06-30$0
Net investment gain/loss from pooled separate accounts2014-06-30$242,297
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30No
Was there a failure to transmit to the plan any participant contributions2014-06-30Yes
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Contributions received in cash from employer2014-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$113,181
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30Yes
Opinion of an independent qualified public accountant for this plan2014-06-30Disclaimer
Accountancy firm name2014-06-30CLIFTON LARSON ALLEN LLP
Accountancy firm EIN2014-06-30410746749
2013 : TAX DEFERRED ANNUITY PLAN OF CHILDHELP, INC. 015 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total income from all sources (including contributions)2013-06-30$397,815
Total loss/gain on sale of assets2013-06-30$0
Total of all expenses incurred2013-06-30$336,337
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$329,231
Expenses. Certain deemed distributions of participant loans2013-06-30$4,303
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$225,980
Value of total assets at end of year2013-06-30$1,597,885
Value of total assets at beginning of year2013-06-30$1,536,407
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$2,803
Total interest from all sources2013-06-30$4,059
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$175,000
If this is an individual account plan, was there a blackout period2013-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-06-30$0
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Contributions received from participants2013-06-30$211,389
Participant contributions at end of year2013-06-30$46,448
Participant contributions at beginning of year2013-06-30$43,979
Income. Received or receivable in cash from other sources (including rollovers)2013-06-30$14,591
Other income not declared elsewhere2013-06-30$11
Administrative expenses (other) incurred2013-06-30$2,803
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$61,478
Value of net assets at end of year (total assets less liabilities)2013-06-30$1,597,885
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$1,536,407
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-06-30$1,274,963
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-06-30$1,253,584
Interest on participant loans2013-06-30$0
Interest earned on other investments2013-06-30$4,059
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-06-30$276,474
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-06-30$238,844
Expenses. Payments to insurance carriers foe the provision of benefits2013-06-30$0
Net investment gain/loss from pooled separate accounts2013-06-30$167,765
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30No
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$329,231
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30Yes
Opinion of an independent qualified public accountant for this plan2013-06-30Disclaimer
Accountancy firm name2013-06-30CLIFTON LARSON ALLEN, LLP
Accountancy firm EIN2013-06-30410746749
2012 : TAX DEFERRED ANNUITY PLAN OF CHILDHELP, INC. 015 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total income from all sources (including contributions)2012-06-30$309,969
Total loss/gain on sale of assets2012-06-30$0
Total of all expenses incurred2012-06-30$196,954
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$193,469
Expenses. Certain deemed distributions of participant loans2012-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$319,626
Value of total assets at end of year2012-06-30$1,536,407
Value of total assets at beginning of year2012-06-30$1,423,392
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$3,485
Total interest from all sources2012-06-30$5,111
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$175,000
If this is an individual account plan, was there a blackout period2012-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-06-30$0
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Contributions received from participants2012-06-30$318,062
Participant contributions at end of year2012-06-30$43,979
Participant contributions at beginning of year2012-06-30$42,098
Income. Received or receivable in cash from other sources (including rollovers)2012-06-30$0
Other income not declared elsewhere2012-06-30$532
Administrative expenses (other) incurred2012-06-30$3,485
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$113,015
Value of net assets at end of year (total assets less liabilities)2012-06-30$1,536,407
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$1,423,392
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-06-30$1,253,584
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-06-30$1,165,061
Interest on participant loans2012-06-30$0
Interest earned on other investments2012-06-30$5,111
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-06-30$238,844
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-06-30$216,233
Expenses. Payments to insurance carriers foe the provision of benefits2012-06-30$0
Net investment gain/loss from pooled separate accounts2012-06-30$-15,300
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30No
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$1,564
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$193,469
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30Yes
Opinion of an independent qualified public accountant for this plan2012-06-30Disclaimer
Accountancy firm name2012-06-30CLIFTONLARSONALLEN LLP
Accountancy firm EIN2012-06-30410746749
2011 : TAX DEFERRED ANNUITY PLAN OF CHILDHELP, INC. 015 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total income from all sources (including contributions)2011-06-30$494,576
Total loss/gain on sale of assets2011-06-30$0
Total of all expenses incurred2011-06-30$212,256
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$209,336
Expenses. Certain deemed distributions of participant loans2011-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$254,103
Value of total assets at end of year2011-06-30$1,423,392
Value of total assets at beginning of year2011-06-30$1,141,072
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$2,920
Total interest from all sources2011-06-30$5,486
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$175,000
If this is an individual account plan, was there a blackout period2011-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-06-30$0
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Contributions received from participants2011-06-30$253,639
Participant contributions at end of year2011-06-30$0
Participant contributions at beginning of year2011-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2011-06-30$464
Other income not declared elsewhere2011-06-30$672
Administrative expenses (other) incurred2011-06-30$2,920
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$282,320
Value of net assets at end of year (total assets less liabilities)2011-06-30$1,423,392
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$1,141,072
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-06-30$1,165,061
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-06-30$908,842
Interest on participant loans2011-06-30$0
Interest earned on other investments2011-06-30$5,486
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-06-30$258,331
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-06-30$232,230
Expenses. Payments to insurance carriers foe the provision of benefits2011-06-30$0
Net investment gain/loss from pooled separate accounts2011-06-30$234,315
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30No
Was there a failure to transmit to the plan any participant contributions2011-06-30Yes
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$209,336
Did the plan have assets held for investment2011-06-30No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30Yes
Opinion of an independent qualified public accountant for this plan2011-06-30Disclaimer
Accountancy firm name2011-06-30CLIFTONLARSONALLEN
Accountancy firm EIN2011-06-30410746749
2010 : TAX DEFERRED ANNUITY PLAN OF CHILDHELP, INC. 015 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-06-30$0

Form 5500 Responses for TAX DEFERRED ANNUITY PLAN OF CHILDHELP, INC. 015

2021: TAX DEFERRED ANNUITY PLAN OF CHILDHELP, INC. 015 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Submission has been amendedYes
2021-07-01This submission is the final filingNo
2021-07-01This return/report is a short plan year return/report (less than 12 months)No
2021-07-01Plan is a collectively bargained planNo
2021-07-01Plan funding arrangement – InsuranceYes
2021-07-01Plan benefit arrangement – InsuranceYes
2020: TAX DEFERRED ANNUITY PLAN OF CHILDHELP, INC. 015 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Submission has been amendedYes
2020-07-01This submission is the final filingNo
2020-07-01This return/report is a short plan year return/report (less than 12 months)No
2020-07-01Plan is a collectively bargained planNo
2020-07-01Plan funding arrangement – InsuranceYes
2020-07-01Plan benefit arrangement – InsuranceYes
2019: TAX DEFERRED ANNUITY PLAN OF CHILDHELP, INC. 015 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Submission has been amendedNo
2019-07-01This submission is the final filingNo
2019-07-01This return/report is a short plan year return/report (less than 12 months)No
2019-07-01Plan is a collectively bargained planNo
2019-07-01Plan funding arrangement – InsuranceYes
2019-07-01Plan benefit arrangement – InsuranceYes
2018: TAX DEFERRED ANNUITY PLAN OF CHILDHELP, INC. 015 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Submission has been amendedNo
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planNo
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan benefit arrangement – InsuranceYes
2017: TAX DEFERRED ANNUITY PLAN OF CHILDHELP, INC. 015 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Submission has been amendedNo
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planNo
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan benefit arrangement – InsuranceYes
2016: TAX DEFERRED ANNUITY PLAN OF CHILDHELP, INC. 015 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan benefit arrangement – InsuranceYes
2015: TAX DEFERRED ANNUITY PLAN OF CHILDHELP, INC. 015 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan benefit arrangement – InsuranceYes
2014: TAX DEFERRED ANNUITY PLAN OF CHILDHELP, INC. 015 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan benefit arrangement – InsuranceYes
2013: TAX DEFERRED ANNUITY PLAN OF CHILDHELP, INC. 015 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan benefit arrangement – InsuranceYes
2012: TAX DEFERRED ANNUITY PLAN OF CHILDHELP, INC. 015 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedYes
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan benefit arrangement – InsuranceYes
2011: TAX DEFERRED ANNUITY PLAN OF CHILDHELP, INC. 015 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedYes
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan benefit arrangement – InsuranceYes
2010: TAX DEFERRED ANNUITY PLAN OF CHILDHELP, INC. 015 2010 form 5500 responses
2010-07-01Type of plan entitySingle employer plan
2010-07-01Submission has been amendedNo
2010-07-01This submission is the final filingNo
2010-07-01This return/report is a short plan year return/report (less than 12 months)No
2010-07-01Plan is a collectively bargained planNo
2010-07-01Plan funding arrangement – InsuranceYes
2010-07-01Plan benefit arrangement – InsuranceYes
2009: TAX DEFERRED ANNUITY PLAN OF CHILDHELP, INC. 015 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedNo
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – InsuranceYes
2009-07-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number007010E
Policy instance 1
Insurance contract or identification number007010E
Number of Individuals Covered211
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,272
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees1272
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number007010E
Policy instance 1
Insurance contract or identification number007010E
Number of Individuals Covered212
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,272
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees1272
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number007010E
Policy instance 1
Insurance contract or identification number007010E
Number of Individuals Covered222
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $284
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees284
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number007010E
Policy instance 1
Insurance contract or identification number007010E
Number of Individuals Covered250
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,443
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees1443
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number007010E
Policy instance 1
Insurance contract or identification number007010E
Number of Individuals Covered242
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,370
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees1370
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker namePHOENIX REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number007010E
Policy instance 1
Insurance contract or identification number007010E
Number of Individuals Covered269
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,274
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 Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number007010E
Policy instance 1
Insurance contract or identification number007010E
Number of Individuals Covered235
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $465
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 Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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