Filing

YMCA of Orange County Flexible Benefit Plan

YMCA of Orange County • EIN 95-1644055 • Plan year 2002

Company Profile Source Archive

Filing Insights

Participants

0 → 140

140

Assets

No comparison

- → -

No earlier value available.

Investment Management Fee

Admin expenses - • Total expenses -

Filing Details

Context

No event flags were generated for this filing.

Status Flags

Fidelity bond in place

Not reported

Limited-scope audit performed

Not reported

Contributions transmitted on time

Not reported

Participant loans in default

Not reported

Leases in default

Not reported

Reportable party-in-interest issues

Not reported

Loss discovered during year

Not reported

Assets with undetermined value

Not reported

Non-cash contributions

Not reported

Assets held for investment

Not reported

5% transactions reported

Not reported

All plan assets distributed

Not reported

Benefits paid when due

Not reported

Plan blackout period

Not reported

Plan termination resolution adopted

Not reported

Counterparties

Company Timeline

This filing is highlighted inside the broader sponsor history.

Year / Filing	Filings	Participants	Assets	Contributions	Contrib./Participant
2024	1	308	$0	$0	-
YMCA of Orange County Flexible Benefit Plan	-	308	-	-	-
2023	1	259	$0	$0	-
YMCA of Orange County Flexible Benefit Plan	-	259	-	-	-
2022	1	224	$0	$0	-
YMCA of Orange County Flexible Benefit Plan	-	224	-	-	-
2021	1	164	$0	$0	-
YMCA of Orange County Flexible Benefit Plan	-	164	-	-	-
2020	1	177	$0	$0	-
YMCA of Orange County Flexible Benefit Plan	-	177	-	-	-
2019	1	240	$0	$0	-
YMCA of Orange County Flexible Benefit Plan	-	240	-	-	-
2018	1	255	$0	$0	-
YMCA of Orange County Flexible Benefit Plan	-	255	-	-	-
2017	1	246	$0	$0	-
YMCA of Orange County Flexible Benefit Plan	-	246	-	-	-
2016	1	210	$0	$0	-
YMCA of Orange County Flexible Benefit Plan	-	210	-	-	-
2015	1	192	$0	$0	-
YMCA of Orange County Flexible Benefit Plan	-	192	-	-	-
2014	1	203	$0	$0	-
YMCA of Orange County Flexible Benefit Plan	-	203	-	-	-
2013	1	190	$0	$0	-
YMCA of Orange County Flexible Benefit Plan	-	190	-	-	-
2012	1	173	$0	$0	-
YMCA of Orange County Flexible Benefit Plan	-	173	-	-	-
2011	1	205	$0	$0	-
YMCA of Orange County Flexible Benefit Plan	-	205	-	-	-
2010	1	178	$0	$0	-
YMCA of Orange County Flexible Benefit Plan	-	178	-	-	-
2009	1	193	$0	$0	-
YMCA of Orange County Flexible Benefit Plan	-	193	-	-	-
2008	1	236	$0	$0	-
YMCA of Orange County Flexible Benefit Plan	-	236	-	-	-
2007	1	250	$0	$0	-
YMCA of Orange County Flexible Benefit Plan	-	250	-	-	-
2006	1	234	$0	$0	-
YMCA of Orange County Flexible Benefit Plan	-	234	-	-	-
2002	1	140	$0	$0	-
YMCA of Orange County Flexible Benefit Plan	Current	140	-	-	-
2001	1	138	$0	$0	-
YMCA of Orange County Flexible Benefit Plan	-	138	-	-	-
2000	1	141	$0	$0	-
YMCA of Orange County Flexible Benefit Plan	-	141	-	-	-
1999	1	1,144	$0	$0	-
YMCA of Orange County Flexible Benefit Plan	-	1,144	-	-	-

Schedule Details

Schedule A

Row 1
Filing Id: 84037258009813
Form Id: 38136706
Page Id: 2
Page Seq: 0
Page Row Num: 1
Row Num: 0
Image Form Id: 2040373258009060006
Ins Broker 01 Name: ARMSTRONG/ROBITAILLE INS. SVS. INC.
Ins Broker 01 Street Addr: 680 LANGSDORF DRIVE #100
Ins Broker 01 City: FULLERTON
Ins Broker 01 State: CA
Ins Broker 01 ZIP Code: 928340000
Ins Broker Comm Pd 01 Amount: $4,356
Ins Broker Fees Pd 01 Amount: $0

Row 2
Filing Id: 84037258009813
Form Id: 38136702
Page Id: 2
Page Seq: 0
Page Row Num: 1
Row Num: 0
Image Form Id: 2040373258009060002
Ins Broker 01 Name: ARMSTRONG/ROBITAILLE INS. SVS INC
Ins Broker 01 Street Addr: 680 LANGSDORF DRIVE, #100
Ins Broker 01 City: FULLERTON
Ins Broker 01 State: CA
Ins Broker 01 ZIP Code: 90017
Ins Broker Comm Pd 01 Amount: $5,270
Ins Broker Fees Pd 01 Amount: $0
Ins Broker 01 Code: 3

Row 3
Filing Id: 84037258009813
Form Id: 38136703
Page Id: 2
Page Seq: 0
Page Row Num: 1
Row Num: 0
Image Form Id: 2040373258009060003
Ins Broker 01 Name: ARMSTRONG/ROBITAILLE INS. SVS. INC.
Ins Broker 01 Street Addr: 680 LANGSDORF DDRIVE #100
Ins Broker 01 City: FULLERTON
Ins Broker 01 State: CA
Ins Broker 01 ZIP Code: 928340000
Ins Broker Comm Pd 01 Amount: $4,926
Ins Broker Fees Pd 01 Amount: $0
Ins Broker 01 Code: 3

Row 4
Filing Id: 84037258009813
Form Id: 38136704
Page Id: 2
Page Seq: 0
Page Row Num: 1
Row Num: 0
Image Form Id: 2040373258009060004
Ins Broker 01 Name: ARMSTRONG/ROBITAILLE INSURANCE SVS.
Ins Broker 01 Street Addr: 680 LANGSDORF DRIVE #100
Ins Broker 01 City: FULLERTON
Ins Broker 01 State: CA
Ins Broker 01 ZIP Code: 92834
Ins Broker Comm Pd 01 Amount: $1,007
Ins Broker Fees Pd 01 Amount: $0
Ins Broker 01 Code: 3

Row 5
Filing Id: 84037258009813
Form Id: 38136705
Page Id: 2
Page Seq: 0
Page Row Num: 1
Row Num: 0
Image Form Id: 2040373258009060005
Ins Broker 01 Name: ARMSTRONG/ROBITAILLE INS. SVS. INC.
Ins Broker 01 Street Addr: 680 LANGSDORF DRIVE #100
Ins Broker 01 City: FULLERTON
Ins Broker 01 State: CA
Ins Broker 01 ZIP Code: 928340000
Ins Broker Comm Pd 01 Amount: $9,575
Ins Broker Fees Pd 01 Amount: $0
Ins Broker 01 Code: 3

Row 6: Ins Carrier Name: HEALTHNET DENTAL AND VISION
Filing Id: 84037258009813
Form Id: 38136702
Schedule A EIN: 95-1644055
Schedule A Plan Num: 501
Schedule A Plan Year Begin Date: 2002-01-01
Schedule A Tax Period: 20021231
Ins Carrier Name: HEALTHNET DENTAL AND VISION
Ins Carrier EIN: 94-2197624
Ins Carrier Naic Code: 66141
Ins Contract Num: 1320
Ins Prsn Covered End of year Count: 198
Ins Policy From Date: 2001-01-01
Ins Policy To Date: 2002-12-31
Ins Broker Comm Total Amount: $5,270
Ins Broker Fees Total Amount: $0
Pension End of year Gen Account Amount: $0
Pension End of year Sep Account Amount: $0
Pension Prem Paid Total Amount: $0
Pension Unpaid Premium Amount: $0
Pension Contract Cost Amount: $0
Pension End Prev Bal Amount: $0
Pension Contribution Dep Amount: $0
Pension Divnd Cr Dep Amount: $0
Pension Interest Cr Dur Yr Amount: $0
Pension Transfer From Amount: $0
Pension Other Amount: $0
Pension Total Additions Amount: $0
Pension Total Bal Addn Amount: $0
Pension Bnfts Dsbrsd Amount: $0
Pension Admin Chrg Amount: $0
Pension Transfer To Amount: $0
Pension Oth Ded Amount: $0
Pension Total Ded Amount: $0
Pension End of year Bal Amount: $0
Wlfr Type Bnft Indicator: BC
Wlfr Premium Rcvd Amount: $0
Wlfr Unpaid Due Amount: $0
Wlfr Reserve Amount: $0
Wlfr Total Earned Prem Amount: $0
Wlfr Claims Paid Amount: $0
Wlfr Incr Reserve Amount: $0
Wlfr Incurred Claim Amount: $0
Wlfr Claims Chrgd Amount: $0
Wlfr Ret Commissions Amount: $0
Wlfr Ret Admin Amount: $0
Wlfr Ret Oth Cost Amount: $0
Wlfr Ret Oth Expense Amount: $0
Wlfr Ret Taxes Amount: $0
Wlfr Ret Charges Amount: $0
Wlfr Ret Oth Chrgs Amount: $0
Wlfr Ret Total Amount: $0
Wlfr Refund Amount: $0
Wlfr Held Bnfts Amount: $0
Wlfr Claims Reserve Amount: $0
Wlfr Oth Reserve Amount: $0
Wlfr Divnds Due Amount: $0
Wlfr Total Charges Paid Amount: $61,619
Wlfr Acquis Cost Amount: $0

Row 7: Ins Carrier Name: KAISER PERMANENTE
Filing Id: 84037258009813
Form Id: 38136703
Schedule A EIN: 95-1644055
Schedule A Plan Num: 501
Schedule A Plan Year Begin Date: 2002-01-01
Schedule A Tax Period: 20021231
Ins Carrier Name: KAISER PERMANENTE
Ins Carrier EIN: 94-1340523
Ins Carrier Naic Code: 0000
Ins Contract Num: 1031290000
Ins Prsn Covered End of year Count: 76
Ins Policy From Date: 2002-01-01
Ins Policy To Date: 2002-12-31
Ins Broker Comm Total Amount: $4,926
Ins Broker Fees Total Amount: $0
Pension End of year Gen Account Amount: $0
Pension End of year Sep Account Amount: $0
Pension Prem Paid Total Amount: $0
Pension Unpaid Premium Amount: $0
Pension Contract Cost Amount: $0
Pension End Prev Bal Amount: $0
Pension Contribution Dep Amount: $0
Pension Divnd Cr Dep Amount: $0
Pension Interest Cr Dur Yr Amount: $0
Pension Transfer From Amount: $0
Pension Other Amount: $0
Pension Total Additions Amount: $0
Pension Total Bal Addn Amount: $0
Pension Bnfts Dsbrsd Amount: $0
Pension Admin Chrg Amount: $0
Pension Transfer To Amount: $0
Pension Oth Ded Amount: $0
Pension Total Ded Amount: $0
Pension End of year Bal Amount: $0
Wlfr Type Bnft Indicator: A
Wlfr Premium Rcvd Amount: $0
Wlfr Unpaid Due Amount: $0
Wlfr Reserve Amount: $0
Wlfr Total Earned Prem Amount: $0
Wlfr Claims Paid Amount: $0
Wlfr Incr Reserve Amount: $0
Wlfr Incurred Claim Amount: $0
Wlfr Claims Chrgd Amount: $0
Wlfr Ret Commissions Amount: $0
Wlfr Ret Admin Amount: $0
Wlfr Ret Oth Cost Amount: $0
Wlfr Ret Oth Expense Amount: $0
Wlfr Ret Taxes Amount: $0
Wlfr Ret Charges Amount: $0
Wlfr Ret Oth Chrgs Amount: $0
Wlfr Ret Total Amount: $0
Wlfr Refund Amount: $0
Wlfr Held Bnfts Amount: $0
Wlfr Claims Reserve Amount: $0
Wlfr Oth Reserve Amount: $0
Wlfr Divnds Due Amount: $0
Wlfr Total Charges Paid Amount: $113,986
Wlfr Acquis Cost Amount: $0

Row 8: Ins Carrier Name: UNITED OF OMAHA LIFE INSURANCE CO
Filing Id: 84037258009813
Form Id: 38136704
Schedule A EIN: 95-1644055
Schedule A Plan Num: 501
Schedule A Plan Year Begin Date: 2002-01-01
Schedule A Tax Period: 20021231
Ins Carrier Name: UNITED OF OMAHA LIFE INSURANCE CO
Ins Carrier EIN: 47-0322111
Ins Carrier Naic Code: 69868
Ins Contract Num: GVTL26T5
Ins Prsn Covered End of year Count: 26
Ins Policy From Date: 2002-01-01
Ins Policy To Date: 2002-12-31
Ins Broker Comm Total Amount: $1,007
Ins Broker Fees Total Amount: $0
Pension End of year Gen Account Amount: $0
Pension End of year Sep Account Amount: $0
Pension Prem Paid Total Amount: $0
Pension Unpaid Premium Amount: $0
Pension Contract Cost Amount: $0
Pension End Prev Bal Amount: $0
Pension Contribution Dep Amount: $0
Pension Divnd Cr Dep Amount: $0
Pension Interest Cr Dur Yr Amount: $0
Pension Transfer From Amount: $0
Pension Other Amount: $0
Pension Total Additions Amount: $0
Pension Total Bal Addn Amount: $0
Pension Bnfts Dsbrsd Amount: $0
Pension Admin Chrg Amount: $0
Pension Transfer To Amount: $0
Pension Oth Ded Amount: $0
Pension Total Ded Amount: $0
Pension End of year Bal Amount: $0
Wlfr Type Bnft Indicator: D
Wlfr Premium Rcvd Amount: $0
Wlfr Unpaid Due Amount: $0
Wlfr Reserve Amount: $0
Wlfr Total Earned Prem Amount: $0
Wlfr Claims Paid Amount: $0
Wlfr Incr Reserve Amount: $0
Wlfr Incurred Claim Amount: $0
Wlfr Claims Chrgd Amount: $0
Wlfr Ret Commissions Amount: $0
Wlfr Ret Admin Amount: $0
Wlfr Ret Oth Cost Amount: $0
Wlfr Ret Oth Expense Amount: $0
Wlfr Ret Taxes Amount: $0
Wlfr Ret Charges Amount: $0
Wlfr Ret Oth Chrgs Amount: $0
Wlfr Ret Total Amount: $0
Wlfr Refund Amount: $0
Wlfr Held Bnfts Amount: $0
Wlfr Claims Reserve Amount: $0
Wlfr Oth Reserve Amount: $0
Wlfr Divnds Due Amount: $0
Wlfr Total Charges Paid Amount: $6,714
Wlfr Acquis Cost Amount: $0

Row 9: Ins Carrier Name: UNUM LIFE INSURANCE COMPANY OF AMERICA
Filing Id: 84037258009813
Form Id: 38136706
Schedule A EIN: 95-1644055
Schedule A Plan Num: 3
Schedule A Plan Year Begin Date: 2002-01-01
Schedule A Tax Period: 20021231
Ins Carrier Name: UNUM LIFE INSURANCE COMPANY OF AMERICA
Ins Carrier EIN: 01-0278678
Ins Carrier Naic Code: 62235
Ins Contract Num: 501940
Ins Prsn Covered End of year Count: 160
Ins Policy From Date: 2002-01-01
Ins Policy To Date: 2002-12-31
Ins Broker Comm Total Amount: $4,356
Ins Broker Fees Total Amount: $0
Pension End of year Gen Account Amount: $0
Pension End of year Sep Account Amount: $0
Pension Prem Paid Total Amount: $0
Pension Unpaid Premium Amount: $0
Pension Contract Cost Amount: $0
Pension End Prev Bal Amount: $0
Pension Contribution Dep Amount: $0
Pension Divnd Cr Dep Amount: $0
Pension Interest Cr Dur Yr Amount: $0
Pension Transfer From Amount: $0
Pension Other Amount: $0
Pension Total Additions Amount: $0
Pension Total Bal Addn Amount: $0
Pension Bnfts Dsbrsd Amount: $0
Pension Admin Chrg Amount: $0
Pension Transfer To Amount: $0
Pension Oth Ded Amount: $0
Pension Total Ded Amount: $0
Pension End of year Bal Amount: $0
Wlfr Type Bnft Indicator: No
Wlfr Premium Rcvd Amount: $0
Wlfr Unpaid Due Amount: $0
Wlfr Reserve Amount: $0
Wlfr Total Earned Prem Amount: $0
Wlfr Claims Paid Amount: $0
Wlfr Incr Reserve Amount: $0
Wlfr Incurred Claim Amount: $0
Wlfr Claims Chrgd Amount: $0
Wlfr Ret Commissions Amount: $0
Wlfr Ret Admin Amount: $0
Wlfr Ret Oth Cost Amount: $0
Wlfr Ret Oth Expense Amount: $0
Wlfr Ret Taxes Amount: $0
Wlfr Ret Charges Amount: $0
Wlfr Ret Oth Chrgs Amount: $0
Wlfr Ret Total Amount: $0
Wlfr Refund Amount: $0
Wlfr Held Bnfts Amount: $0
Wlfr Claims Reserve Amount: $0
Wlfr Oth Reserve Amount: $0
Wlfr Divnds Due Amount: $0
Wlfr Total Charges Paid Amount: $34,170
Wlfr Acquis Cost Amount: $0

Row 10: Ins Carrier Name: PACIFICARE
Filing Id: 84037258009813
Form Id: 38136705
Schedule A EIN: 95-1644055
Schedule A Plan Num: 3
Schedule A Plan Year Begin Date: 2002-01-01
Schedule A Tax Period: 20021231
Ins Carrier Name: PACIFICARE
Ins Carrier EIN: 95-2931460
Ins Carrier Naic Code: 70785
Ins Contract Num: 511108
Ins Prsn Covered End of year Count: 64
Ins Policy From Date: 2002-01-01
Ins Policy To Date: 2002-12-31
Ins Broker Comm Total Amount: $9,575
Ins Broker Fees Total Amount: $0
Pension End of year Gen Account Amount: $0
Pension End of year Sep Account Amount: $0
Pension Prem Paid Total Amount: $0
Pension Unpaid Premium Amount: $0
Pension Contract Cost Amount: $0
Pension End Prev Bal Amount: $0
Pension Contribution Dep Amount: $0
Pension Divnd Cr Dep Amount: $0
Pension Interest Cr Dur Yr Amount: $0
Pension Transfer From Amount: $0
Pension Other Amount: $0
Pension Total Additions Amount: $0
Pension Total Bal Addn Amount: $0
Pension Bnfts Dsbrsd Amount: $0
Pension Admin Chrg Amount: $0
Pension Transfer To Amount: $0
Pension Oth Ded Amount: $0
Pension Total Ded Amount: $0
Pension End of year Bal Amount: $0
Wlfr Type Bnft Indicator: A
Wlfr Premium Rcvd Amount: $0
Wlfr Unpaid Due Amount: $0
Wlfr Reserve Amount: $0
Wlfr Total Earned Prem Amount: $0
Wlfr Claims Paid Amount: $0
Wlfr Incr Reserve Amount: $0
Wlfr Incurred Claim Amount: $0
Wlfr Claims Chrgd Amount: $0
Wlfr Ret Commissions Amount: $0
Wlfr Ret Admin Amount: $0
Wlfr Ret Oth Cost Amount: $0
Wlfr Ret Oth Expense Amount: $0
Wlfr Ret Taxes Amount: $0
Wlfr Ret Charges Amount: $0
Wlfr Ret Oth Chrgs Amount: $0
Wlfr Ret Total Amount: $0
Wlfr Refund Amount: $0
Wlfr Held Bnfts Amount: $0
Wlfr Claims Reserve Amount: $0
Wlfr Oth Reserve Amount: $0
Wlfr Divnds Due Amount: $0
Wlfr Total Charges Paid Amount: $191,497
Wlfr Acquis Cost Amount: $0