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VISITING NURSE ASSOCIATION OF SOUTHEASTERN CONNECTICUT PENSION PLAN 401k Plan overview

Plan NameVISITING NURSE ASSOCIATION OF SOUTHEASTERN CONNECTICUT PENSION PLAN
Plan identification number 001

VISITING NURSE ASSOCIATION OF SOUTHEASTERN CONNECTICUT PENSION PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • 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.
  • 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

VISITING NURSE ASSOCIATION OF SOUTHEASTERN CONNECTICUT , INC. has sponsored the creation of one or more 401k plans.

Company Name:VISITING NURSE ASSOCIATION OF SOUTHEASTERN CONNECTICUT , INC.
Employer identification number (EIN):060646616
NAIC Classification:621610
NAIC Description:Home Health Care Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan VISITING NURSE ASSOCIATION OF SOUTHEASTERN CONNECTICUT PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01BENJAMIN TUDOR2024-10-14
0012022-01-01MELISSA TURNER2023-10-16
0012021-01-01MELISSA TURNER2022-10-12
0012020-01-01ANGEL BRUNO2021-10-06
0012019-01-01MARY LENZINI2020-10-12
0012018-01-01MARY LENZINI2019-09-18
0012017-01-01
0012016-01-01
0012015-01-01RALPH HEATH RALPH HEATH2016-10-06
0012014-01-01RALPH HEATH RALPH HEATH2015-10-07
0012013-01-01RALPH HEATH RALPH HEATH2014-10-13
0012012-01-01RALPH HEATH RALPH HEATH2013-10-08
0012011-01-01RALPH HEATH RALPH HEATH2012-10-12
0012009-01-01RALPH HEATH RALPH HEATH2010-10-08

Plan Statistics for VISITING NURSE ASSOCIATION OF SOUTHEASTERN CONNECTICUT PENSION PLAN

401k plan membership statisitcs for VISITING NURSE ASSOCIATION OF SOUTHEASTERN CONNECTICUT PENSION PLAN

Measure Date Value
2023: VISITING NURSE ASSOCIATION OF SOUTHEASTERN CONNECTICUT PENSION PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01240
Total number of active participants reported on line 7a of the Form 55002023-01-01166
Number of retired or separated participants receiving benefits2023-01-012
Number of other retired or separated participants entitled to future benefits2023-01-0179
Total of all active and inactive participants2023-01-01247
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-011
Total participants2023-01-01248
Number of participants with account balances2023-01-01224
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: VISITING NURSE ASSOCIATION OF SOUTHEASTERN CONNECTICUT PENSION PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01240
Total number of active participants reported on line 7a of the Form 55002022-01-01143
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0197
Total of all active and inactive participants2022-01-01240
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01240
Number of participants with account balances2022-01-01229
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: VISITING NURSE ASSOCIATION OF SOUTHEASTERN CONNECTICUT PENSION PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01242
Total number of active participants reported on line 7a of the Form 55002021-01-01156
Number of retired or separated participants receiving benefits2021-01-011
Number of other retired or separated participants entitled to future benefits2021-01-0183
Total of all active and inactive participants2021-01-01240
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01240
Number of participants with account balances2021-01-01238
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-011
2020: VISITING NURSE ASSOCIATION OF SOUTHEASTERN CONNECTICUT PENSION PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01236
Total number of active participants reported on line 7a of the Form 55002020-01-01164
Number of retired or separated participants receiving benefits2020-01-011
Number of other retired or separated participants entitled to future benefits2020-01-0176
Total of all active and inactive participants2020-01-01241
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01242
Number of participants with account balances2020-01-01238
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: VISITING NURSE ASSOCIATION OF SOUTHEASTERN CONNECTICUT PENSION PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01246
Total number of active participants reported on line 7a of the Form 55002019-01-01166
Number of retired or separated participants receiving benefits2019-01-011
Number of other retired or separated participants entitled to future benefits2019-01-0169
Total of all active and inactive participants2019-01-01236
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01236
Number of participants with account balances2019-01-01233
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-012
2018: VISITING NURSE ASSOCIATION OF SOUTHEASTERN CONNECTICUT PENSION PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01252
Total number of active participants reported on line 7a of the Form 55002018-01-01174
Number of retired or separated participants receiving benefits2018-01-011
Number of other retired or separated participants entitled to future benefits2018-01-0171
Total of all active and inactive participants2018-01-01246
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01246
Number of participants with account balances2018-01-01243
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-011
2017: VISITING NURSE ASSOCIATION OF SOUTHEASTERN CONNECTICUT PENSION PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01246
Total number of active participants reported on line 7a of the Form 55002017-01-01179
Number of retired or separated participants receiving benefits2017-01-011
Number of other retired or separated participants entitled to future benefits2017-01-0172
Total of all active and inactive participants2017-01-01252
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01252
Number of participants with account balances2017-01-01251
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: VISITING NURSE ASSOCIATION OF SOUTHEASTERN CONNECTICUT PENSION PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01240
Total number of active participants reported on line 7a of the Form 55002016-01-01183
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0163
Total of all active and inactive participants2016-01-01246
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01246
Number of participants with account balances2016-01-01239
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: VISITING NURSE ASSOCIATION OF SOUTHEASTERN CONNECTICUT PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01245
Total number of active participants reported on line 7a of the Form 55002015-01-01185
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0155
Total of all active and inactive participants2015-01-01240
Total participants2015-01-01240
Number of participants with account balances2015-01-01240
2014: VISITING NURSE ASSOCIATION OF SOUTHEASTERN CONNECTICUT PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01247
Total number of active participants reported on line 7a of the Form 55002014-01-01192
Number of other retired or separated participants entitled to future benefits2014-01-0153
Total of all active and inactive participants2014-01-01245
Total participants2014-01-01245
Number of participants with account balances2014-01-01245
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-015
2013: VISITING NURSE ASSOCIATION OF SOUTHEASTERN CONNECTICUT PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01234
Total number of active participants reported on line 7a of the Form 55002013-01-01189
Number of other retired or separated participants entitled to future benefits2013-01-0158
Total of all active and inactive participants2013-01-01247
Total participants2013-01-01247
Number of participants with account balances2013-01-01247
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: VISITING NURSE ASSOCIATION OF SOUTHEASTERN CONNECTICUT PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01223
Total number of active participants reported on line 7a of the Form 55002012-01-01185
Number of other retired or separated participants entitled to future benefits2012-01-0149
Total of all active and inactive participants2012-01-01234
Total participants2012-01-01234
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-013
2011: VISITING NURSE ASSOCIATION OF SOUTHEASTERN CONNECTICUT PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01234
Total number of active participants reported on line 7a of the Form 55002011-01-01176
Number of other retired or separated participants entitled to future benefits2011-01-0146
Total of all active and inactive participants2011-01-01222
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-01223
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-015
2009: VISITING NURSE ASSOCIATION OF SOUTHEASTERN CONNECTICUT PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01238
Total number of active participants reported on line 7a of the Form 55002009-01-01182
Number of other retired or separated participants entitled to future benefits2009-01-0147
Total of all active and inactive participants2009-01-01229
Total participants2009-01-01229
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-013

Financial Data on VISITING NURSE ASSOCIATION OF SOUTHEASTERN CONNECTICUT PENSION PLAN

Measure Date Value
2023 : VISITING NURSE ASSOCIATION OF SOUTHEASTERN CONNECTICUT PENSION PLAN 2023 401k financial data
Total income from all sources (including contributions)2023-12-31$1,804,216
Total of all expenses incurred2023-12-31$1,149,879
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$1,149,060
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$472,987
Value of total assets at end of year2023-12-31$8,929,916
Value of total assets at beginning of year2023-12-31$8,275,579
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$819
Total interest from all sources2023-12-31$22,504
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$5,000,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$654,337
Value of net assets at end of year (total assets less liabilities)2023-12-31$8,929,916
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$8,275,579
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$7,536,517
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$6,775,190
Interest earned on other investments2023-12-31$22,504
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$1,393,399
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$1,500,389
Net investment gain/loss from pooled separate accounts2023-12-31$1,308,725
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$472,987
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$1,149,060
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32023-12-31No
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31BAKER TILLY ADVISORY GROUP, LP
Accountancy firm EIN2023-12-31301413443
2022 : VISITING NURSE ASSOCIATION OF SOUTHEASTERN CONNECTICUT PENSION PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-1,110,042
Total of all expenses incurred2022-12-31$473,309
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$472,405
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$468,205
Value of total assets at end of year2022-12-31$8,275,579
Value of total assets at beginning of year2022-12-31$9,858,930
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$904
Total interest from all sources2022-12-31$3,820
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$5,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Administrative expenses (other) incurred2022-12-31$904
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,583,351
Value of net assets at end of year (total assets less liabilities)2022-12-31$8,275,579
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$9,858,930
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$6,775,190
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$8,390,454
Interest earned on other investments2022-12-31$3,820
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$1,500,389
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$1,468,476
Net investment gain/loss from pooled separate accounts2022-12-31$-1,582,067
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$468,205
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$472,405
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31BAKER TILLY US, LLP
Accountancy firm EIN2022-12-31390859910
2021 : VISITING NURSE ASSOCIATION OF SOUTHEASTERN CONNECTICUT PENSION PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$1,910,352
Total of all expenses incurred2021-12-31$1,533,455
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,531,649
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$521,905
Value of total assets at end of year2021-12-31$9,858,930
Value of total assets at beginning of year2021-12-31$9,482,033
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$1,806
Total interest from all sources2021-12-31$15,784
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$5,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Administrative expenses (other) incurred2021-12-31$1,806
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$376,897
Value of net assets at end of year (total assets less liabilities)2021-12-31$9,858,930
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$9,482,033
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$8,390,454
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$7,858,573
Interest earned on other investments2021-12-31$15,784
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$1,468,476
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$1,573,783
Net investment gain/loss from pooled separate accounts2021-12-31$1,372,663
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$521,905
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$49,677
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,531,649
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31BAKER TILLY US, LLP
Accountancy firm EIN2021-12-31390859910
2020 : VISITING NURSE ASSOCIATION OF SOUTHEASTERN CONNECTICUT PENSION PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$1,763,145
Total of all expenses incurred2020-12-31$683,670
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$682,741
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$553,483
Value of total assets at end of year2020-12-31$9,482,033
Value of total assets at beginning of year2020-12-31$8,402,558
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$929
Total interest from all sources2020-12-31$17,187
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$5,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Administrative expenses (other) incurred2020-12-31$929
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,079,475
Value of net assets at end of year (total assets less liabilities)2020-12-31$9,482,033
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$8,402,558
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$7,858,573
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$6,727,384
Interest earned on other investments2020-12-31$17,187
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$1,573,783
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$1,675,174
Net investment gain/loss from pooled separate accounts2020-12-31$1,192,475
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$553,483
Employer contributions (assets) at end of year2020-12-31$49,677
Employer contributions (assets) at beginning of year2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$682,741
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31BAKER TILLY US, LLP
Accountancy firm EIN2020-12-31390859910
2019 : VISITING NURSE ASSOCIATION OF SOUTHEASTERN CONNECTICUT PENSION PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$1,888,846
Total income from all sources (including contributions)2019-12-31$1,888,846
Total of all expenses incurred2019-12-31$793,828
Total of all expenses incurred2019-12-31$793,828
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$793,828
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$793,828
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$562,089
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$562,089
Value of total assets at end of year2019-12-31$8,402,558
Value of total assets at end of year2019-12-31$8,402,558
Value of total assets at beginning of year2019-12-31$7,307,540
Value of total assets at beginning of year2019-12-31$7,307,540
Total interest from all sources2019-12-31$32,506
Total interest from all sources2019-12-31$32,506
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$5,000,000
Value of fidelity bond cover2019-12-31$5,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$1,095,018
Value of net income/loss2019-12-31$1,095,018
Value of net assets at end of year (total assets less liabilities)2019-12-31$8,402,558
Value of net assets at end of year (total assets less liabilities)2019-12-31$8,402,558
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$7,307,540
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$7,307,540
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$6,727,384
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$6,727,384
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$5,190,884
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$5,190,884
Interest earned on other investments2019-12-31$32,506
Interest earned on other investments2019-12-31$32,506
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,675,174
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,675,174
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$2,052,651
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$2,052,651
Net investment gain/loss from pooled separate accounts2019-12-31$1,294,251
Net investment gain/loss from pooled separate accounts2019-12-31$1,294,251
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$562,089
Contributions received in cash from employer2019-12-31$562,089
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$64,005
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$793,828
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$793,828
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31BAKER TILLY US, LLP
Accountancy firm name2019-12-31BAKER TILLY US, LLP
Accountancy firm EIN2019-12-31390859910
Accountancy firm EIN2019-12-31390859910
2018 : VISITING NURSE ASSOCIATION OF SOUTHEASTERN CONNECTICUT PENSION PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$231,503
Total of all expenses incurred2018-12-31$1,279,482
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,278,228
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$572,901
Value of total assets at end of year2018-12-31$7,307,540
Value of total assets at beginning of year2018-12-31$8,355,519
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$1,254
Total interest from all sources2018-12-31$22,336
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$15,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Administrative expenses (other) incurred2018-12-31$1,254
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,047,979
Value of net assets at end of year (total assets less liabilities)2018-12-31$7,307,540
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$8,355,519
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$5,190,884
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$5,682,245
Interest earned on other investments2018-12-31$22,336
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$2,052,651
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$2,630,371
Net investment gain/loss from pooled separate accounts2018-12-31$-363,734
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$572,901
Employer contributions (assets) at end of year2018-12-31$64,005
Employer contributions (assets) at beginning of year2018-12-31$42,903
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,278,228
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2018-12-31390859910
2017 : VISITING NURSE ASSOCIATION OF SOUTHEASTERN CONNECTICUT PENSION PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$1,376,557
Total of all expenses incurred2017-12-31$566,466
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$563,932
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$531,678
Value of total assets at end of year2017-12-31$8,355,519
Value of total assets at beginning of year2017-12-31$7,545,428
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$2,534
Total interest from all sources2017-12-31$26,939
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Administrative expenses (other) incurred2017-12-31$2,534
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$810,091
Value of net assets at end of year (total assets less liabilities)2017-12-31$8,355,519
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$7,545,428
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$5,682,245
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$4,854,018
Interest earned on other investments2017-12-31$26,939
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$2,630,371
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$2,651,380
Net investment gain/loss from pooled separate accounts2017-12-31$817,940
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$531,678
Employer contributions (assets) at end of year2017-12-31$42,903
Employer contributions (assets) at beginning of year2017-12-31$40,030
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$563,932
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2017-12-31390859910
2016 : VISITING NURSE ASSOCIATION OF SOUTHEASTERN CONNECTICUT PENSION PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$924,979
Total of all expenses incurred2016-12-31$519,669
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$517,086
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$487,429
Value of total assets at end of year2016-12-31$7,545,428
Value of total assets at beginning of year2016-12-31$7,140,118
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$2,583
Total interest from all sources2016-12-31$25,555
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$40,030
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$38,303
Administrative expenses (other) incurred2016-12-31$2,583
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$405,310
Value of net assets at end of year (total assets less liabilities)2016-12-31$7,545,428
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$7,140,118
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$4,854,018
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$4,634,016
Interest earned on other investments2016-12-31$25,555
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$2,651,380
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$2,467,799
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$0
Net investment gain/loss from pooled separate accounts2016-12-31$411,995
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$487,429
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$517,086
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2016-12-31390859910
2015 : VISITING NURSE ASSOCIATION OF SOUTHEASTERN CONNECTICUT PENSION PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$506,494
Total of all expenses incurred2015-12-31$437,957
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$436,729
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$491,651
Value of total assets at end of year2015-12-31$7,140,118
Value of total assets at beginning of year2015-12-31$7,071,581
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$1,228
Total interest from all sources2015-12-31$24,906
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Participant contributions at end of year2015-12-31$38,303
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$68,537
Value of net assets at end of year (total assets less liabilities)2015-12-31$7,140,118
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$7,071,581
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in pooled separate accounts at end of year2015-12-31$4,634,016
Value of interest in pooled separate accounts at beginning of year2015-12-31$4,707,369
Interest earned on other investments2015-12-31$24,906
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$2,467,799
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$2,364,212
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-10,063
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$491,651
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$436,729
Contract administrator fees2015-12-31$1,228
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31LGC&D LLP
Accountancy firm EIN2015-12-31453994797
2014 : VISITING NURSE ASSOCIATION OF SOUTHEASTERN CONNECTICUT PENSION PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$810,780
Total of all expenses incurred2014-12-31$77,503
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$77,264
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$465,489
Value of total assets at end of year2014-12-31$7,071,581
Value of total assets at beginning of year2014-12-31$6,338,304
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$239
Total interest from all sources2014-12-31$24,487
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$733,277
Value of net assets at end of year (total assets less liabilities)2014-12-31$7,071,581
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$6,338,304
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in pooled separate accounts at end of year2014-12-31$4,707,369
Value of interest in pooled separate accounts at beginning of year2014-12-31$4,026,980
Interest earned on other investments2014-12-31$24,487
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$2,364,212
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$2,311,324
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$320,804
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$465,489
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$77,264
Contract administrator fees2014-12-31$239
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31LGCD&D LLP
Accountancy firm EIN2014-12-31453994797
2013 : VISITING NURSE ASSOCIATION OF SOUTHEASTERN CONNECTICUT PENSION PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$1,241,574
Total of all expenses incurred2013-12-31$295,438
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$295,018
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$446,145
Value of total assets at end of year2013-12-31$6,338,304
Value of total assets at beginning of year2013-12-31$5,392,168
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$420
Total interest from all sources2013-12-31$26,289
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$946,136
Value of net assets at end of year (total assets less liabilities)2013-12-31$6,338,304
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$5,392,168
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in pooled separate accounts at end of year2013-12-31$4,026,980
Value of interest in pooled separate accounts at beginning of year2013-12-31$3,083,043
Interest earned on other investments2013-12-31$26,289
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$2,311,324
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$2,308,838
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$769,140
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$446,145
Employer contributions (assets) at beginning of year2013-12-31$287
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$295,018
Contract administrator fees2013-12-31$420
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31LGC&D LLP
Accountancy firm EIN2013-12-31453994797
2012 : VISITING NURSE ASSOCIATION OF SOUTHEASTERN CONNECTICUT PENSION PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$813,216
Total of all expenses incurred2012-12-31$246,076
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$245,876
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$437,347
Value of total assets at end of year2012-12-31$5,392,168
Value of total assets at beginning of year2012-12-31$4,825,028
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$200
Total interest from all sources2012-12-31$37,159
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$567,140
Value of net assets at end of year (total assets less liabilities)2012-12-31$5,392,168
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$4,825,028
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in pooled separate accounts at end of year2012-12-31$3,083,043
Value of interest in pooled separate accounts at beginning of year2012-12-31$2,535,851
Interest earned on other investments2012-12-31$37,159
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$2,308,838
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$2,241,105
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$338,710
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$437,347
Employer contributions (assets) at end of year2012-12-31$287
Employer contributions (assets) at beginning of year2012-12-31$48,072
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$245,876
Contract administrator fees2012-12-31$200
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31LGC&D LLP
Accountancy firm EIN2012-12-31453994797
2011 : VISITING NURSE ASSOCIATION OF SOUTHEASTERN CONNECTICUT PENSION PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-57,236
Total unrealized appreciation/depreciation of assets2011-12-31$-57,236
Total income from all sources (including contributions)2011-12-31$402,376
Total of all expenses incurred2011-12-31$427,618
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$427,168
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$414,690
Value of total assets at end of year2011-12-31$4,825,028
Value of total assets at beginning of year2011-12-31$4,850,270
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$450
Total interest from all sources2011-12-31$44,922
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-25,242
Value of net assets at end of year (total assets less liabilities)2011-12-31$4,825,028
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$4,850,270
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in pooled separate accounts at end of year2011-12-31$2,535,851
Value of interest in pooled separate accounts at beginning of year2011-12-31$2,619,347
Interest earned on other investments2011-12-31$44,922
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$2,241,105
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$2,180,891
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$414,690
Employer contributions (assets) at end of year2011-12-31$48,072
Employer contributions (assets) at beginning of year2011-12-31$50,032
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$427,168
Contract administrator fees2011-12-31$450
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31LGC&D LLP
Accountancy firm EIN2011-12-31453994797
2010 : VISITING NURSE ASSOCIATION OF SOUTHEASTERN CONNECTICUT PENSION PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$348,065
Total unrealized appreciation/depreciation of assets2010-12-31$348,065
Total income from all sources (including contributions)2010-12-31$841,013
Total of all expenses incurred2010-12-31$355,193
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$355,037
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$433,167
Value of total assets at end of year2010-12-31$4,850,270
Value of total assets at beginning of year2010-12-31$4,364,450
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$156
Total interest from all sources2010-12-31$59,781
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$400,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$485,820
Value of net assets at end of year (total assets less liabilities)2010-12-31$4,850,270
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$4,364,450
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in pooled separate accounts at end of year2010-12-31$2,619,347
Value of interest in pooled separate accounts at beginning of year2010-12-31$2,219,800
Interest earned on other investments2010-12-31$59,781
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$2,180,891
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$2,096,489
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$433,167
Employer contributions (assets) at end of year2010-12-31$50,032
Employer contributions (assets) at beginning of year2010-12-31$48,161
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$355,037
Contract administrator fees2010-12-31$156
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31LEFKOWITZ, GARFINKEL, ET AL PC
Accountancy firm EIN2010-12-31050456296

Form 5500 Responses for VISITING NURSE ASSOCIATION OF SOUTHEASTERN CONNECTICUT PENSION PLAN

2023: VISITING NURSE ASSOCIATION OF SOUTHEASTERN CONNECTICUT PENSION PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: VISITING NURSE ASSOCIATION OF SOUTHEASTERN CONNECTICUT PENSION PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: VISITING NURSE ASSOCIATION OF SOUTHEASTERN CONNECTICUT PENSION PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: VISITING NURSE ASSOCIATION OF SOUTHEASTERN CONNECTICUT PENSION PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: VISITING NURSE ASSOCIATION OF SOUTHEASTERN CONNECTICUT PENSION PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: VISITING NURSE ASSOCIATION OF SOUTHEASTERN CONNECTICUT PENSION PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: VISITING NURSE ASSOCIATION OF SOUTHEASTERN CONNECTICUT PENSION PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: VISITING NURSE ASSOCIATION OF SOUTHEASTERN CONNECTICUT PENSION PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: VISITING NURSE ASSOCIATION OF SOUTHEASTERN CONNECTICUT PENSION PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: VISITING NURSE ASSOCIATION OF SOUTHEASTERN CONNECTICUT PENSION PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: VISITING NURSE ASSOCIATION OF SOUTHEASTERN CONNECTICUT PENSION PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: VISITING NURSE ASSOCIATION OF SOUTHEASTERN CONNECTICUT PENSION PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: VISITING NURSE ASSOCIATION OF SOUTHEASTERN CONNECTICUT PENSION PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan benefit arrangement – InsuranceYes
2009: VISITING NURSE ASSOCIATION OF SOUTHEASTERN CONNECTICUT PENSION PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan 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 number909265
Policy instance 1
Insurance contract or identification number909265
Number of Individuals Covered224
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $104
Contracts With Unallocated Funds Deposit Administration1
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 number050479
Policy instance 1
Insurance contract or identification number050479
Number of Individuals Covered240
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $496
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees496
Additional information about fees paid to insurance brokerINCENTIVE COMPENSATION
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number053781K
Policy instance 1
Insurance contract or identification number053781K
Number of Individuals Covered240
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $2,119
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees2119
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 number053781K
Policy instance 1
Insurance contract or identification number053781K
Number of Individuals Covered242
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $2,119
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees2119
Additional information about fees paid to insurance brokerPORTION OF INVENTIVE COMP. PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number053781K
Policy instance 1
Insurance contract or identification number053781K
Number of Individuals Covered236
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $630
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees630
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 number053781K
Policy instance 1
Insurance contract or identification number053781K
Number of Individuals Covered246
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $2,689
Contracts With Unallocated Funds Deposit Administration1
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 fees2689
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMPENSATION PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number053781K
Policy instance 1
Insurance contract or identification number053781K
Number of Individuals Covered252
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,109
Contracts With Unallocated Funds Deposit Administration1
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 fees1109
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMPENSATION PROGRAM
Insurance broker organization code?3
Insurance broker nameHARTFORD REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number053-781-K-03
Policy instance 1
Insurance contract or identification number053-781-K-03
Number of Individuals Covered240
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $378
Contracts With Unallocated Funds Deposit Administration1
Welfare Benefit Premiums Paid to CarrierUSD $6,819
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees378
Additional information about fees paid to insurance brokerCOMPENSATION
Insurance broker organization code?3
Insurance broker nameHARTFORD REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number053-781-K-03
Policy instance 2
Insurance contract or identification number053-781-K-03
Number of Individuals Covered0
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $6,819
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 number053-781-K-03
Policy instance 1
Insurance contract or identification number053-781-K-03
Number of Individuals Covered245
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $532
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees532
Additional information about fees paid to insurance brokerCOMPENSATION
Insurance broker organization code?3
Insurance broker nameHARTFORD REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number050-479-H-03
Policy instance 3
Insurance contract or identification number050-479-H-03
Number of Individuals Covered1
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
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 number050-479-H-03
Policy instance 2
Insurance contract or identification number050-479-H-03
Number of Individuals Covered94
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $501
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees501
Insurance broker organization code?3
Insurance broker nameHARTFORD REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number050-266-B-03
Policy instance 3
Insurance contract or identification number050-266-B-03
Number of Individuals Covered2
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
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 number050-479-H-03
Policy instance 2
Insurance contract or identification number050-479-H-03
Number of Individuals Covered88
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,168
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees1168
Insurance broker organization code?3
Insurance broker nameHARTFORD REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number053-781-K-03
Policy instance 1
Insurance contract or identification number053-781-K-03
Number of Individuals Covered247
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,458
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees1458
Additional information about fees paid to insurance brokerCOMPENSATION
Insurance broker organization code?3
Insurance broker nameHARTFORD REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number053-781-K-03
Policy instance 1
Insurance contract or identification number053-781-K-03
Number of Individuals Covered234
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $426
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees170
Additional information about fees paid to insurance brokerCOMPENSATION
Insurance broker organization code?3
Insurance broker nameCHRISTOPHER MCGLYNN
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number050-266-K-03
Policy instance 3
Insurance contract or identification number050-266-K-03
Number of Individuals Covered2
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
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 number050-479-H-03
Policy instance 2
Insurance contract or identification number050-479-H-03
Number of Individuals Covered87
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $289
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees115
Additional information about fees paid to insurance brokerCOMPENSATION
Insurance broker organization code?3
Insurance broker nameCHRISTOPHER MCGLYNN
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number050-479-H-03
Policy instance 2
Insurance contract or identification number050-479-H-03
Number of Individuals Covered73
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $384
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
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 number050-266-K-03
Policy instance 3
Insurance contract or identification number050-266-K-03
Number of Individuals Covered2
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
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 number053-781-K-03
Policy instance 1
Insurance contract or identification number053-781-K-03
Number of Individuals Covered223
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $662
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
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 number050-266-K-03
Policy instance 3
Insurance contract or identification number050-266-K-03
Number of Individuals Covered2
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
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 number053-781-K-03
Policy instance 1
Insurance contract or identification number053-781-K-03
Number of Individuals Covered234
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $485
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees247
Additional information about fees paid to insurance brokerCOMPENSATION
Insurance broker organization code?3
Insurance broker nameLOUIS MARCHETTI JR.
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number050-479-H-03
Policy instance 2
Insurance contract or identification number050-479-H-03
Number of Individuals Covered74
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $241
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees123
Additional information about fees paid to insurance brokerCOMPENSATION
Insurance broker organization code?3
Insurance broker nameLOUIS MARCHETTI JR.

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