401k Plan data: CHESTNUT HILL BENEVOLENT ASSOCIATION RETIREMENT PLAN plan

CHESTNUT HILL BENEVOLENT ASSOCIATION RETIREMENT PLAN 401k Plan overview

Plan Name	CHESTNUT HILL BENEVOLENT ASSOCIATION RETIREMENT PLAN
Plan identification number	001

CHESTNUT HILL BENEVOLENT ASSOCIATION RETIREMENT PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
Plan covered by PBGC that was terminated and closed out for PBGC purposes - Before the end of the plan year (or a prior plan year), (1) the plan terminated in a standard (or distress) termination and completed the distribution of plan assets in satisfaction of all benefit liabilities (or all ERISA Title IV benefits for distress termination); or (2) a trustee was appointed for a terminated plan pursuant to ERISA section 4042.
Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
Profit-sharing
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 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
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

CHESTNUT HILL BENEVOLENT ASSOCIATION has sponsored the creation of one or more 401k plans.

Company Name: CHESTNUT HILL BENEVOLENT ASSOCIATION

Employer identification number (EIN): 042713813

NAIC Classification: 623000
NAIC Description: Nursing and Residential Care Facilities

Additional information about CHESTNUT HILL BENEVOLENT ASSOCIATION

Jurisdiction of Incorporation: California Department of State

Incorporation Date:

Company Identification Number: C2969507

More information about CHESTNUT HILL BENEVOLENT ASSOCIATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CHESTNUT HILL BENEVOLENT ASSOCIATION RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01
001 2016-01-01
001 2015-01-01
001 2014-01-01 JANIVA TOLER 2015-09-08
001 2013-01-01 JANIVA TOLER 2014-09-22
001 2012-01-01 JANIVA TOLER 2013-09-17
001 2011-01-01 JANIVA TOLER 2012-09-27
001 2010-01-01 GLORIA RICHMOND
001 2009-01-01 JANIVA TOLER

Plan Statistics for CHESTNUT HILL BENEVOLENT ASSOCIATION RETIREMENT PLAN

401k plan membership statisitcs for CHESTNUT HILL BENEVOLENT ASSOCIATION RETIREMENT PLAN

Measure Date Value
2023: CHESTNUT HILL BENEVOLENT ASSOCIATION RETIREMENT PLAN 2023 401k membership
Market value of plan assets 2023-06-30 2,535,512
Acturial value of plan assets 2023-06-30 2,535,412
Funding target for retired participants and beneficiaries receiving payment 2023-06-30 1,611,393
Number of terminated vested participants 2023-06-30 15
Fundng target for terminated vested participants 2023-06-30 444,082
Active participant vested funding target 2023-06-30 130,589
Number of active participants 2023-06-30 2
Total funding liabilities for active participants 2023-06-30 130,589
Total participant count 2023-06-30 58
Total funding target for all participants 2023-06-30 2,186,064
Balance at beginning of prior year after applicable adjustments 2023-06-30 0
Prefunding balance at beginning of prior year after applicable adjustments 2023-06-30 253,918
Carryover balanced portion elected for use to offset prior years funding requirement 2023-06-30 0
Prefunding balanced used to offset prior years funding requirement 2023-06-30 0
Amount remaining of carryover balance 2023-06-30 0
Amount remaining of prefunding balance 2023-06-30 253,918
Present value of excess contributions 2023-06-30 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2023-06-30 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2023-06-30 0
Reductions in caryover balances due to elections or deemed elections 2023-06-30 0
Reductions in prefunding balances due to elections or deemed elections 2023-06-30 0
Balance of carryovers at beginning of current year 2023-06-30 0
Balance of prefunding at beginning of current year 2023-06-30 221,086
Total employer contributions 2023-06-30 0
Total employee contributions 2023-06-30 0
Contributions allocated toward unpaid minimum require contributions from prior years 2023-06-30 0
Contributions made to avoid restrictions adjusted to valuation date 2023-06-30 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2023-06-30 0
Unpaid minimum required contributions for all prior years 2023-06-30 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2023-06-30 0
Remaining amount of unpaid minimum required contributions 2023-06-30 0
Minimum required contributions for current year target normal cost 2023-06-30 42,191
Net shortfall amortization installment of oustanding balance 2023-06-30 0
Waiver amortization installment 2023-06-30 0
Total funding amount beforereflecting carryover/prefunding balances 2023-06-30 0
Additional cash requirement 2023-06-30 0
Contributions allocatedtoward minimum required contributions for current year 2023-06-30 0
Unpaid minimum required contributions for current year 2023-06-30 0
Unpaid minimum required contributions for all years 2023-06-30 0
2022: CHESTNUT HILL BENEVOLENT ASSOCIATION RETIREMENT PLAN 2022 401k membership
Market value of plan assets 2022-12-31 3,150,087
Acturial value of plan assets 2022-12-31 3,150,087
Funding target for retired participants and beneficiaries receiving payment 2022-12-31 1,763,620
Number of terminated vested participants 2022-12-31 14
Fundng target for terminated vested participants 2022-12-31 405,244
Active participant vested funding target 2022-12-31 119,399
Number of active participants 2022-12-31 3
Total funding liabilities for active participants 2022-12-31 119,399
Total participant count 2022-12-31 63
Total funding target for all participants 2022-12-31 2,288,263
Balance at beginning of prior year after applicable adjustments 2022-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2022-12-31 202,984
Carryover balanced portion elected for use to offset prior years funding requirement 2022-12-31 0
Prefunding balanced used to offset prior years funding requirement 2022-12-31 0
Amount remaining of carryover balance 2022-12-31 0
Amount remaining of prefunding balance 2022-12-31 202,984
Present value of excess contributions 2022-12-31 14,877
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-12-31 15,594
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2022-12-31 15,594
Reductions in caryover balances due to elections or deemed elections 2022-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2022-12-31 0
Balance of carryovers at beginning of current year 2022-12-31 0
Balance of prefunding at beginning of current year 2022-12-31 253,918
Total employer contributions 2022-12-31 0
Total employee contributions 2022-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2022-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2022-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2022-12-31 0
Unpaid minimum required contributions for all prior years 2022-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2022-12-31 0
Remaining amount of unpaid minimum required contributions 2022-12-31 0
Minimum required contributions for current year target normal cost 2022-12-31 21,642
Net shortfall amortization installment of oustanding balance 2022-12-31 0
Waiver amortization installment 2022-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2022-12-31 0
Carryover balance elected to use to offset funding requirement 2022-12-31 0
Prefunding balance elected to use to offset funding requirement 2022-12-31 0
Additional cash requirement 2022-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2022-12-31 0
Unpaid minimum required contributions for current year 2022-12-31 0
Unpaid minimum required contributions for all years 2022-12-31 0
2021: CHESTNUT HILL BENEVOLENT ASSOCIATION RETIREMENT PLAN 2021 401k membership
Market value of plan assets 2021-12-31 2,863,228
Acturial value of plan assets 2021-12-31 2,863,228
Funding target for retired participants and beneficiaries receiving payment 2021-12-31 1,953,205
Number of terminated vested participants 2021-12-31 15
Fundng target for terminated vested participants 2021-12-31 443,741
Active participant vested funding target 2021-12-31 187,749
Number of active participants 2021-12-31 4
Total funding liabilities for active participants 2021-12-31 187,749
Total participant count 2021-12-31 71
Total funding target for all participants 2021-12-31 2,584,695
Balance at beginning of prior year after applicable adjustments 2021-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2021-12-31 123,970
Carryover balanced portion elected for use to offset prior years funding requirement 2021-12-31 0
Prefunding balanced used to offset prior years funding requirement 2021-12-31 0
Amount remaining of carryover balance 2021-12-31 0
Amount remaining of prefunding balance 2021-12-31 123,970
Present value of excess contributions 2021-12-31 65,656
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-12-31 69,096
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2021-12-31 69,096
Reductions in caryover balances due to elections or deemed elections 2021-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2021-12-31 0
Balance of carryovers at beginning of current year 2021-12-31 0
Balance of prefunding at beginning of current year 2021-12-31 202,984
Total employer contributions 2021-12-31 15,000
Total employee contributions 2021-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2021-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2021-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2021-12-31 14,877
Unpaid minimum required contributions for all prior years 2021-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2021-12-31 0
Remaining amount of unpaid minimum required contributions 2021-12-31 0
Minimum required contributions for current year target normal cost 2021-12-31 20,305
Net shortfall amortization installment of oustanding balance 2021-12-31 0
Waiver amortization installment 2021-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2021-12-31 0
Carryover balance elected to use to offset funding requirement 2021-12-31 0
Prefunding balance elected to use to offset funding requirement 2021-12-31 0
Additional cash requirement 2021-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2021-12-31 14,877
Unpaid minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for all years 2021-12-31 0
2020: CHESTNUT HILL BENEVOLENT ASSOCIATION RETIREMENT PLAN 2020 401k membership
Market value of plan assets 2020-12-31 2,792,249
Acturial value of plan assets 2020-12-31 2,792,249
Funding target for retired participants and beneficiaries receiving payment 2020-12-31 1,832,939
Number of terminated vested participants 2020-12-31 16
Fundng target for terminated vested participants 2020-12-31 502,211
Active participant vested funding target 2020-12-31 213,548
Number of active participants 2020-12-31 5
Total funding liabilities for active participants 2020-12-31 213,548
Total participant count 2020-12-31 73
Total funding target for all participants 2020-12-31 2,548,698
Balance at beginning of prior year after applicable adjustments 2020-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2020-12-31 96,477
Carryover balanced portion elected for use to offset prior years funding requirement 2020-12-31 0
Prefunding balanced used to offset prior years funding requirement 2020-12-31 0
Amount remaining of carryover balance 2020-12-31 0
Amount remaining of prefunding balance 2020-12-31 96,477
Present value of excess contributions 2020-12-31 5,654
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 5,959
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2020-12-31 5,959
Reductions in caryover balances due to elections or deemed elections 2020-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2020-12-31 0
Balance of carryovers at beginning of current year 2020-12-31 0
Balance of prefunding at beginning of current year 2020-12-31 123,970
Total employer contributions 2020-12-31 67,500
Total employee contributions 2020-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2020-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2020-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2020-12-31 65,656
Unpaid minimum required contributions for all prior years 2020-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2020-12-31 0
Remaining amount of unpaid minimum required contributions 2020-12-31 0
Minimum required contributions for current year target normal cost 2020-12-31 20,171
Net shortfall amortization installment of oustanding balance 2020-12-31 0
Waiver amortization installment 2020-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2020-12-31 0
Carryover balance elected to use to offset funding requirement 2020-12-31 0
Prefunding balance elected to use to offset funding requirement 2020-12-31 0
Additional cash requirement 2020-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2020-12-31 65,656
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0
2019: CHESTNUT HILL BENEVOLENT ASSOCIATION RETIREMENT PLAN 2019 401k membership
Market value of plan assets 2019-12-31 2,408,630
Acturial value of plan assets 2019-12-31 2,408,630
Funding target for retired participants and beneficiaries receiving payment 2019-12-31 1,726,471
Number of terminated vested participants 2019-12-31 17
Fundng target for terminated vested participants 2019-12-31 517,182
Active participant vested funding target 2019-12-31 307,488
Number of active participants 2019-12-31 6
Total funding liabilities for active participants 2019-12-31 307,488
Total participant count 2019-12-31 75
Total funding target for all participants 2019-12-31 2,551,141
Balance at beginning of prior year after applicable adjustments 2019-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2019-12-31 37,946
Amount remaining of carryover balance 2019-12-31 0
Amount remaining of prefunding balance 2019-12-31 37,946
Present value of excess contributions 2019-12-31 56,611
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 59,764
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2019-12-31 59,764
Reductions in caryover balances due to elections or deemed elections 2019-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2019-12-31 0
Balance of carryovers at beginning of current year 2019-12-31 0
Balance of prefunding at beginning of current year 2019-12-31 96,477
Total employer contributions 2019-12-31 67,500
Total employee contributions 2019-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2019-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2019-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2019-12-31 65,578
Unpaid minimum required contributions for all prior years 2019-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2019-12-31 0
Remaining amount of unpaid minimum required contributions 2019-12-31 0
Minimum required contributions for current year target normal cost 2019-12-31 21,091
Net shortfall amortization installment of oustanding balance 2019-12-31 238,988
Waiver amortization installment 2019-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2019-12-31 59,924
Carryover balance elected to use to offset funding requirement 2019-12-31 0
Prefunding balance elected to use to offset funding requirement 2019-12-31 0
Additional cash requirement 2019-12-31 59,924
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 65,578
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
2018: CHESTNUT HILL BENEVOLENT ASSOCIATION RETIREMENT PLAN 2018 401k membership
Market value of plan assets 2018-12-31 2,630,499
Acturial value of plan assets 2018-12-31 2,630,499
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 1,675,715
Number of terminated vested participants 2018-12-31 18
Fundng target for terminated vested participants 2018-12-31 479,299
Active participant vested funding target 2018-12-31 272,850
Number of active participants 2018-12-31 6
Total funding liabilities for active participants 2018-12-31 272,850
Total participant count 2018-12-31 75
Total funding target for all participants 2018-12-31 2,427,864
Balance at beginning of prior year after applicable adjustments 2018-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2018-12-31 32,617
Carryover balanced portion elected for use to offset prior years funding requirement 2018-12-31 0
Prefunding balanced used to offset prior years funding requirement 2018-12-31 0
Amount remaining of carryover balance 2018-12-31 0
Amount remaining of prefunding balance 2018-12-31 32,617
Present value of excess contributions 2018-12-31 688
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 727
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-12-31 727
Reductions in caryover balances due to elections or deemed elections 2018-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2018-12-31 0
Balance of carryovers at beginning of current year 2018-12-31 0
Balance of prefunding at beginning of current year 2018-12-31 37,946
Total employer contributions 2018-12-31 58,366
Total employee contributions 2018-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2018-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2018-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2018-12-31 56,611
Unpaid minimum required contributions for all prior years 2018-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2018-12-31 0
Remaining amount of unpaid minimum required contributions 2018-12-31 0
Minimum required contributions for current year target normal cost 2018-12-31 20,867
Net shortfall amortization installment of oustanding balance 2018-12-31 0
Waiver amortization installment 2018-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 0
Additional cash requirement 2018-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 56,611
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: CHESTNUT HILL BENEVOLENT ASSOCIATION RETIREMENT PLAN 2017 401k membership
Market value of plan assets 2017-12-31 2,437,976
Acturial value of plan assets 2017-12-31 2,437,976
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 1,650,214
Number of terminated vested participants 2017-12-31 21
Fundng target for terminated vested participants 2017-12-31 576,515
Active participant vested funding target 2017-12-31 269,021
Number of active participants 2017-12-31 8
Total funding liabilities for active participants 2017-12-31 269,021
Total participant count 2017-12-31 79
Total funding target for all participants 2017-12-31 2,495,750
Balance at beginning of prior year after applicable adjustments 2017-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2017-12-31 69,413
Carryover balanced portion elected for use to offset prior years funding requirement 2017-12-31 0
Prefunding balanced used to offset prior years funding requirement 2017-12-31 39,557
Amount remaining of carryover balance 2017-12-31 0
Amount remaining of prefunding balance 2017-12-31 29,856
Present value of excess contributions 2017-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 0
Balance of carryovers at beginning of current year 2017-12-31 0
Balance of prefunding at beginning of current year 2017-12-31 32,617
Total employer contributions 2017-12-31 60,033
Total employee contributions 2017-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2017-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2017-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2017-12-31 57,419
Liquidity shortfalls end of Q1 2017-12-31 0
Liquidity shortfalls end of Q2 2017-12-31 0
Liquidity shortfalls end of Q3 2017-12-31 0
Liquidity shortfalls end of Q4 2017-12-31 0
Unpaid minimum required contributions for all prior years 2017-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2017-12-31 0
Remaining amount of unpaid minimum required contributions 2017-12-31 0
Minimum required contributions for current year target normal cost 2017-12-31 39,713
Net shortfall amortization installment of oustanding balance 2017-12-31 90,391
Waiver amortization installment 2017-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-12-31 56,731
Carryover balance elected to use to offset funding requirement 2017-12-31 0
Prefunding balance elected to use to offset funding requirement 2017-12-31 0
Additional cash requirement 2017-12-31 56,731
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 57,419
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: CHESTNUT HILL BENEVOLENT ASSOCIATION RETIREMENT PLAN 2016 401k membership
Market value of plan assets 2016-12-31 2,436,158
Acturial value of plan assets 2016-12-31 2,436,158
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 1,664,274
Number of terminated vested participants 2016-12-31 23
Fundng target for terminated vested participants 2016-12-31 568,702
Active participant vested funding target 2016-12-31 245,664
Number of active participants 2016-12-31 8
Total funding liabilities for active participants 2016-12-31 245,664
Total participant count 2016-12-31 80
Total funding target for all participants 2016-12-31 2,478,640
Balance at beginning of prior year after applicable adjustments 2016-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2016-12-31 1
Carryover balanced portion elected for use to offset prior years funding requirement 2016-12-31 0
Prefunding balanced used to offset prior years funding requirement 2016-12-31 0
Amount remaining of carryover balance 2016-12-31 0
Amount remaining of prefunding balance 2016-12-31 1
Present value of excess contributions 2016-12-31 65,373
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 69,413
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2016-12-31 69,413
Balance of carryovers at beginning of current year 2016-12-31 0
Balance of prefunding at beginning of current year 2016-12-31 69,413
Total employer contributions 2016-12-31 0
Total employee contributions 2016-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2016-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2016-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2016-12-31 0
Unpaid minimum required contributions for all prior years 2016-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2016-12-31 0
Remaining amount of unpaid minimum required contributions 2016-12-31 0
Minimum required contributions for current year target normal cost 2016-12-31 21,069
Net shortfall amortization installment of oustanding balance 2016-12-31 111,895
Waiver amortization installment 2016-12-31 0
Waived amount of outstanding balance 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 39,557
Carryover balance elected to use to offset funding requirement 2016-12-31 0
Prefunding balance elected to use to offset funding requirement 2016-12-31 39,557
Additional cash requirement 2016-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for all years 2016-12-31 0
2010: CHESTNUT HILL BENEVOLENT ASSOCIATION RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 108
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 95
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 10
Total of all active and inactive participants 2010-01-01 105
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 2
Total participants 2010-01-01 107
Number of participants with account balances 2010-01-01 70
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: CHESTNUT HILL BENEVOLENT ASSOCIATION RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 109
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 94
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 12
Total of all active and inactive participants 2009-01-01 106
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 2
Total participants 2009-01-01 108
Number of participants with account balances 2009-01-01 79
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2023: CHESTNUT HILL BENEVOLENT ASSOCIATION RETIREMENT PLAN 2023 401k membership
Market value of plan assets	2023-06-30	2,535,512
Acturial value of plan assets	2023-06-30	2,535,412
Funding target for retired participants and beneficiaries receiving payment	2023-06-30	1,611,393
Number of terminated vested participants	2023-06-30	15
Fundng target for terminated vested participants	2023-06-30	444,082
Active participant vested funding target	2023-06-30	130,589
Number of active participants	2023-06-30	2
Total funding liabilities for active participants	2023-06-30	130,589
Total participant count	2023-06-30	58
Total funding target for all participants	2023-06-30	2,186,064
Balance at beginning of prior year after applicable adjustments	2023-06-30	0
Prefunding balance at beginning of prior year after applicable adjustments	2023-06-30	253,918
Carryover balanced portion elected for use to offset prior years funding requirement	2023-06-30	0
Prefunding balanced used to offset prior years funding requirement	2023-06-30	0
Amount remaining of carryover balance	2023-06-30	0
Amount remaining of prefunding balance	2023-06-30	253,918
Present value of excess contributions	2023-06-30	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2023-06-30	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2023-06-30	0
Reductions in caryover balances due to elections or deemed elections	2023-06-30	0
Reductions in prefunding balances due to elections or deemed elections	2023-06-30	0
Balance of carryovers at beginning of current year	2023-06-30	0
Balance of prefunding at beginning of current year	2023-06-30	221,086
Total employer contributions	2023-06-30	0
Total employee contributions	2023-06-30	0
Contributions allocated toward unpaid minimum require contributions from prior years	2023-06-30	0
Contributions made to avoid restrictions adjusted to valuation date	2023-06-30	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2023-06-30	0
Unpaid minimum required contributions for all prior years	2023-06-30	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2023-06-30	0
Remaining amount of unpaid minimum required contributions	2023-06-30	0
Minimum required contributions for current year target normal cost	2023-06-30	42,191
Net shortfall amortization installment of oustanding balance	2023-06-30	0
Waiver amortization installment	2023-06-30	0
Total funding amount beforereflecting carryover/prefunding balances	2023-06-30	0
Additional cash requirement	2023-06-30	0
Contributions allocatedtoward minimum required contributions for current year	2023-06-30	0
Unpaid minimum required contributions for current year	2023-06-30	0
Unpaid minimum required contributions for all years	2023-06-30	0
2022: CHESTNUT HILL BENEVOLENT ASSOCIATION RETIREMENT PLAN 2022 401k membership
Market value of plan assets	2022-12-31	3,150,087
Acturial value of plan assets	2022-12-31	3,150,087
Funding target for retired participants and beneficiaries receiving payment	2022-12-31	1,763,620
Number of terminated vested participants	2022-12-31	14
Fundng target for terminated vested participants	2022-12-31	405,244
Active participant vested funding target	2022-12-31	119,399
Number of active participants	2022-12-31	3
Total funding liabilities for active participants	2022-12-31	119,399
Total participant count	2022-12-31	63
Total funding target for all participants	2022-12-31	2,288,263
Balance at beginning of prior year after applicable adjustments	2022-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2022-12-31	202,984
Carryover balanced portion elected for use to offset prior years funding requirement	2022-12-31	0
Prefunding balanced used to offset prior years funding requirement	2022-12-31	0
Amount remaining of carryover balance	2022-12-31	0
Amount remaining of prefunding balance	2022-12-31	202,984
Present value of excess contributions	2022-12-31	14,877
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-12-31	15,594
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2022-12-31	15,594
Reductions in caryover balances due to elections or deemed elections	2022-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2022-12-31	0
Balance of carryovers at beginning of current year	2022-12-31	0
Balance of prefunding at beginning of current year	2022-12-31	253,918
Total employer contributions	2022-12-31	0
Total employee contributions	2022-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2022-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2022-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2022-12-31	0
Unpaid minimum required contributions for all prior years	2022-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2022-12-31	0
Remaining amount of unpaid minimum required contributions	2022-12-31	0
Minimum required contributions for current year target normal cost	2022-12-31	21,642
Net shortfall amortization installment of oustanding balance	2022-12-31	0
Waiver amortization installment	2022-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2022-12-31	0
Carryover balance elected to use to offset funding requirement	2022-12-31	0
Prefunding balance elected to use to offset funding requirement	2022-12-31	0
Additional cash requirement	2022-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for all years	2022-12-31	0
2021: CHESTNUT HILL BENEVOLENT ASSOCIATION RETIREMENT PLAN 2021 401k membership
Market value of plan assets	2021-12-31	2,863,228
Acturial value of plan assets	2021-12-31	2,863,228
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	1,953,205
Number of terminated vested participants	2021-12-31	15
Fundng target for terminated vested participants	2021-12-31	443,741
Active participant vested funding target	2021-12-31	187,749
Number of active participants	2021-12-31	4
Total funding liabilities for active participants	2021-12-31	187,749
Total participant count	2021-12-31	71
Total funding target for all participants	2021-12-31	2,584,695
Balance at beginning of prior year after applicable adjustments	2021-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2021-12-31	123,970
Carryover balanced portion elected for use to offset prior years funding requirement	2021-12-31	0
Prefunding balanced used to offset prior years funding requirement	2021-12-31	0
Amount remaining of carryover balance	2021-12-31	0
Amount remaining of prefunding balance	2021-12-31	123,970
Present value of excess contributions	2021-12-31	65,656
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	69,096
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2021-12-31	69,096
Reductions in caryover balances due to elections or deemed elections	2021-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2021-12-31	0
Balance of carryovers at beginning of current year	2021-12-31	0
Balance of prefunding at beginning of current year	2021-12-31	202,984
Total employer contributions	2021-12-31	15,000
Total employee contributions	2021-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2021-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2021-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2021-12-31	14,877
Unpaid minimum required contributions for all prior years	2021-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2021-12-31	0
Remaining amount of unpaid minimum required contributions	2021-12-31	0
Minimum required contributions for current year target normal cost	2021-12-31	20,305
Net shortfall amortization installment of oustanding balance	2021-12-31	0
Waiver amortization installment	2021-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2021-12-31	0
Carryover balance elected to use to offset funding requirement	2021-12-31	0
Prefunding balance elected to use to offset funding requirement	2021-12-31	0
Additional cash requirement	2021-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	14,877
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
2020: CHESTNUT HILL BENEVOLENT ASSOCIATION RETIREMENT PLAN 2020 401k membership
Market value of plan assets	2020-12-31	2,792,249
Acturial value of plan assets	2020-12-31	2,792,249
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	1,832,939
Number of terminated vested participants	2020-12-31	16
Fundng target for terminated vested participants	2020-12-31	502,211
Active participant vested funding target	2020-12-31	213,548
Number of active participants	2020-12-31	5
Total funding liabilities for active participants	2020-12-31	213,548
Total participant count	2020-12-31	73
Total funding target for all participants	2020-12-31	2,548,698
Balance at beginning of prior year after applicable adjustments	2020-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2020-12-31	96,477
Carryover balanced portion elected for use to offset prior years funding requirement	2020-12-31	0
Prefunding balanced used to offset prior years funding requirement	2020-12-31	0
Amount remaining of carryover balance	2020-12-31	0
Amount remaining of prefunding balance	2020-12-31	96,477
Present value of excess contributions	2020-12-31	5,654
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	5,959
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-12-31	5,959
Reductions in caryover balances due to elections or deemed elections	2020-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2020-12-31	0
Balance of carryovers at beginning of current year	2020-12-31	0
Balance of prefunding at beginning of current year	2020-12-31	123,970
Total employer contributions	2020-12-31	67,500
Total employee contributions	2020-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2020-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2020-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2020-12-31	65,656
Unpaid minimum required contributions for all prior years	2020-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2020-12-31	0
Remaining amount of unpaid minimum required contributions	2020-12-31	0
Minimum required contributions for current year target normal cost	2020-12-31	20,171
Net shortfall amortization installment of oustanding balance	2020-12-31	0
Waiver amortization installment	2020-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2020-12-31	0
Carryover balance elected to use to offset funding requirement	2020-12-31	0
Prefunding balance elected to use to offset funding requirement	2020-12-31	0
Additional cash requirement	2020-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	65,656
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
2019: CHESTNUT HILL BENEVOLENT ASSOCIATION RETIREMENT PLAN 2019 401k membership
Market value of plan assets	2019-12-31	2,408,630
Acturial value of plan assets	2019-12-31	2,408,630
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	1,726,471
Number of terminated vested participants	2019-12-31	17
Fundng target for terminated vested participants	2019-12-31	517,182
Active participant vested funding target	2019-12-31	307,488
Number of active participants	2019-12-31	6
Total funding liabilities for active participants	2019-12-31	307,488
Total participant count	2019-12-31	75
Total funding target for all participants	2019-12-31	2,551,141
Balance at beginning of prior year after applicable adjustments	2019-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2019-12-31	37,946
Amount remaining of carryover balance	2019-12-31	0
Amount remaining of prefunding balance	2019-12-31	37,946
Present value of excess contributions	2019-12-31	56,611
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	59,764
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-12-31	59,764
Reductions in caryover balances due to elections or deemed elections	2019-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2019-12-31	0
Balance of carryovers at beginning of current year	2019-12-31	0
Balance of prefunding at beginning of current year	2019-12-31	96,477
Total employer contributions	2019-12-31	67,500
Total employee contributions	2019-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2019-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2019-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2019-12-31	65,578
Unpaid minimum required contributions for all prior years	2019-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2019-12-31	0
Remaining amount of unpaid minimum required contributions	2019-12-31	0
Minimum required contributions for current year target normal cost	2019-12-31	21,091
Net shortfall amortization installment of oustanding balance	2019-12-31	238,988
Waiver amortization installment	2019-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	59,924
Carryover balance elected to use to offset funding requirement	2019-12-31	0
Prefunding balance elected to use to offset funding requirement	2019-12-31	0
Additional cash requirement	2019-12-31	59,924
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	65,578
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: CHESTNUT HILL BENEVOLENT ASSOCIATION RETIREMENT PLAN 2018 401k membership
Market value of plan assets	2018-12-31	2,630,499
Acturial value of plan assets	2018-12-31	2,630,499
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	1,675,715
Number of terminated vested participants	2018-12-31	18
Fundng target for terminated vested participants	2018-12-31	479,299
Active participant vested funding target	2018-12-31	272,850
Number of active participants	2018-12-31	6
Total funding liabilities for active participants	2018-12-31	272,850
Total participant count	2018-12-31	75
Total funding target for all participants	2018-12-31	2,427,864
Balance at beginning of prior year after applicable adjustments	2018-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2018-12-31	32,617
Carryover balanced portion elected for use to offset prior years funding requirement	2018-12-31	0
Prefunding balanced used to offset prior years funding requirement	2018-12-31	0
Amount remaining of carryover balance	2018-12-31	0
Amount remaining of prefunding balance	2018-12-31	32,617
Present value of excess contributions	2018-12-31	688
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	727
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-12-31	727
Reductions in caryover balances due to elections or deemed elections	2018-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2018-12-31	0
Balance of carryovers at beginning of current year	2018-12-31	0
Balance of prefunding at beginning of current year	2018-12-31	37,946
Total employer contributions	2018-12-31	58,366
Total employee contributions	2018-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2018-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2018-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2018-12-31	56,611
Unpaid minimum required contributions for all prior years	2018-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2018-12-31	0
Remaining amount of unpaid minimum required contributions	2018-12-31	0
Minimum required contributions for current year target normal cost	2018-12-31	20,867
Net shortfall amortization installment of oustanding balance	2018-12-31	0
Waiver amortization installment	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	0
Additional cash requirement	2018-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	56,611
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: CHESTNUT HILL BENEVOLENT ASSOCIATION RETIREMENT PLAN 2017 401k membership
Market value of plan assets	2017-12-31	2,437,976
Acturial value of plan assets	2017-12-31	2,437,976
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	1,650,214
Number of terminated vested participants	2017-12-31	21
Fundng target for terminated vested participants	2017-12-31	576,515
Active participant vested funding target	2017-12-31	269,021
Number of active participants	2017-12-31	8
Total funding liabilities for active participants	2017-12-31	269,021
Total participant count	2017-12-31	79
Total funding target for all participants	2017-12-31	2,495,750
Balance at beginning of prior year after applicable adjustments	2017-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2017-12-31	69,413
Carryover balanced portion elected for use to offset prior years funding requirement	2017-12-31	0
Prefunding balanced used to offset prior years funding requirement	2017-12-31	39,557
Amount remaining of carryover balance	2017-12-31	0
Amount remaining of prefunding balance	2017-12-31	29,856
Present value of excess contributions	2017-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	0
Balance of carryovers at beginning of current year	2017-12-31	0
Balance of prefunding at beginning of current year	2017-12-31	32,617
Total employer contributions	2017-12-31	60,033
Total employee contributions	2017-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2017-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2017-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-12-31	57,419
Liquidity shortfalls end of Q1	2017-12-31	0
Liquidity shortfalls end of Q2	2017-12-31	0
Liquidity shortfalls end of Q3	2017-12-31	0
Liquidity shortfalls end of Q4	2017-12-31	0
Unpaid minimum required contributions for all prior years	2017-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2017-12-31	0
Remaining amount of unpaid minimum required contributions	2017-12-31	0
Minimum required contributions for current year target normal cost	2017-12-31	39,713
Net shortfall amortization installment of oustanding balance	2017-12-31	90,391
Waiver amortization installment	2017-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	56,731
Carryover balance elected to use to offset funding requirement	2017-12-31	0
Prefunding balance elected to use to offset funding requirement	2017-12-31	0
Additional cash requirement	2017-12-31	56,731
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	57,419
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: CHESTNUT HILL BENEVOLENT ASSOCIATION RETIREMENT PLAN 2016 401k membership
Market value of plan assets	2016-12-31	2,436,158
Acturial value of plan assets	2016-12-31	2,436,158
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	1,664,274
Number of terminated vested participants	2016-12-31	23
Fundng target for terminated vested participants	2016-12-31	568,702
Active participant vested funding target	2016-12-31	245,664
Number of active participants	2016-12-31	8
Total funding liabilities for active participants	2016-12-31	245,664
Total participant count	2016-12-31	80
Total funding target for all participants	2016-12-31	2,478,640
Balance at beginning of prior year after applicable adjustments	2016-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2016-12-31	1
Carryover balanced portion elected for use to offset prior years funding requirement	2016-12-31	0
Prefunding balanced used to offset prior years funding requirement	2016-12-31	0
Amount remaining of carryover balance	2016-12-31	0
Amount remaining of prefunding balance	2016-12-31	1
Present value of excess contributions	2016-12-31	65,373
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	69,413
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	69,413
Balance of carryovers at beginning of current year	2016-12-31	0
Balance of prefunding at beginning of current year	2016-12-31	69,413
Total employer contributions	2016-12-31	0
Total employee contributions	2016-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2016-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2016-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2016-12-31	0
Unpaid minimum required contributions for all prior years	2016-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2016-12-31	0
Remaining amount of unpaid minimum required contributions	2016-12-31	0
Minimum required contributions for current year target normal cost	2016-12-31	21,069
Net shortfall amortization installment of oustanding balance	2016-12-31	111,895
Waiver amortization installment	2016-12-31	0
Waived amount of outstanding balance	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	39,557
Carryover balance elected to use to offset funding requirement	2016-12-31	0
Prefunding balance elected to use to offset funding requirement	2016-12-31	39,557
Additional cash requirement	2016-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0
2010: CHESTNUT HILL BENEVOLENT ASSOCIATION RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	108
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	95
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	10
Total of all active and inactive participants	2010-01-01	105
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	2
Total participants	2010-01-01	107
Number of participants with account balances	2010-01-01	70
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: CHESTNUT HILL BENEVOLENT ASSOCIATION RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	109
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	94
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	12
Total of all active and inactive participants	2009-01-01	106
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	2
Total participants	2009-01-01	108
Number of participants with account balances	2009-01-01	79
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on CHESTNUT HILL BENEVOLENT ASSOCIATION RETIREMENT PLAN

Measure	Date	Value
2012 : CHESTNUT HILL BENEVOLENT ASSOCIATION RETIREMENT PLAN 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$595,170
Total of all expenses incurred	2012-12-31	$224,834
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$220,676
Value of total corrective distributions	2012-12-31	$2,371
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$249,690
Value of total assets at end of year	2012-12-31	$3,519,475
Value of total assets at beginning of year	2012-12-31	$3,149,139
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$1,787
Total interest from all sources	2012-12-31	$788
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$73,574
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$73,574
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$314,914
If this is an individual account plan, was there a blackout period	2012-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$249,690
Participant contributions at end of year	2012-12-31	$31,708
Participant contributions at beginning of year	2012-12-31	$15,356
Administrative expenses (other) incurred	2012-12-31	$1,787
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$370,336
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$3,519,475
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$3,149,139
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$3,071,094
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$2,932,336
Interest on participant loans	2012-12-31	$774
Value of interest in common/collective trusts at end of year	2012-12-31	$85,229
Value of interest in common/collective trusts at beginning of year	2012-12-31	$63,969
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-12-31	$331,444
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-12-31	$137,478
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-12-31	$137,478
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-12-31	$14
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$269,340
Net investment gain or loss from common/collective trusts	2012-12-31	$1,778
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$220,676
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2012-12-31	No
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	FRIEDMAN SUVALLE & SALOMON
Accountancy firm EIN	2012-12-31	042891559
2011 : CHESTNUT HILL BENEVOLENT ASSOCIATION RETIREMENT PLAN 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$219,963
Total of all expenses incurred	2011-12-31	$36,199
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$33,009
Value of total corrective distributions	2011-12-31	$1,435
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$284,127
Value of total assets at end of year	2011-12-31	$3,149,139
Value of total assets at beginning of year	2011-12-31	$2,965,375
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$1,755
Total interest from all sources	2011-12-31	$712
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$92,141
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$92,141
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$313,200
If this is an individual account plan, was there a blackout period	2011-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$264,653
Participant contributions at end of year	2011-12-31	$15,356
Participant contributions at beginning of year	2011-12-31	$12,511
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$19,474
Administrative expenses (other) incurred	2011-12-31	$1,755
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$183,764
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$3,149,139
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$2,965,375
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$2,932,336
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$2,777,210
Interest on participant loans	2011-12-31	$698
Value of interest in common/collective trusts at end of year	2011-12-31	$63,969
Value of interest in common/collective trusts at beginning of year	2011-12-31	$40,370
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-12-31	$137,478
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-12-31	$135,284
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-12-31	$135,284
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-12-31	$14
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-158,961
Net investment gain or loss from common/collective trusts	2011-12-31	$1,944
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$33,009
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2011-12-31	No
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	KATZ, NANNIS & SOLOMON PC
Accountancy firm EIN	2011-12-31	042887211
2010 : CHESTNUT HILL BENEVOLENT ASSOCIATION RETIREMENT PLAN 2010 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$592,633
Total of all expenses incurred	2010-12-31	$228,485
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$223,939
Value of total corrective distributions	2010-12-31	$2,685
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$283,730
Value of total assets at end of year	2010-12-31	$2,965,375
Value of total assets at beginning of year	2010-12-31	$2,601,227
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$1,861
Total interest from all sources	2010-12-31	$709
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$68,465
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$68,465
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$290,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$283,730
Participant contributions at end of year	2010-12-31	$12,511
Participant contributions at beginning of year	2010-12-31	$13,226
Administrative expenses (other) incurred	2010-12-31	$1,861
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$364,148
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$2,965,375
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$2,601,227
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$2,777,210
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$2,411,308
Interest on participant loans	2010-12-31	$683
Value of interest in common/collective trusts at end of year	2010-12-31	$40,370
Value of interest in common/collective trusts at beginning of year	2010-12-31	$21,592
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$135,284
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$155,101
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$155,101
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2010-12-31	$26
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$238,608
Net investment gain or loss from common/collective trusts	2010-12-31	$1,121
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$223,939
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2010-12-31	No
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	LEVINE KATZ NANNIS & SOLOMON PC
Accountancy firm EIN	2010-12-31	042887211
2009 : CHESTNUT HILL BENEVOLENT ASSOCIATION RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for CHESTNUT HILL BENEVOLENT ASSOCIATION RETIREMENT PLAN

2010: CHESTNUT HILL BENEVOLENT ASSOCIATION RETIREMENT PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	Yes
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: CHESTNUT HILL BENEVOLENT ASSOCIATION RETIREMENT PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	CHESTNUT HILL BENEVOLENT ASSOCIATION
Employer identification number (EIN):	042713813
NAIC Classification:	623000
NAIC Description:	Nursing and Residential Care Facilities

Jurisdiction of Incorporation:	California Department of State
Incorporation Date:
Company Identification Number:	C2969507

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2023-01-01
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01
001	2016-01-01
001	2015-01-01
001	2014-01-01	JANIVA TOLER	2015-09-08
001	2013-01-01	JANIVA TOLER	2014-09-22
001	2012-01-01	JANIVA TOLER	2013-09-17
001	2011-01-01	JANIVA TOLER	2012-09-27
001	2010-01-01	GLORIA RICHMOND
001	2009-01-01	JANIVA TOLER