401k Plan data: THE UNITED METHODIST HOMES OF NEW JERSEY PENSION PLAN plan

THE UNITED METHODIST HOMES OF NEW JERSEY PENSION PLAN 401k Plan overview

Plan Name	THE UNITED METHODIST HOMES OF NEW JERSEY PENSION PLAN
Plan identification number	001

THE UNITED METHODIST HOMES OF NEW JERSEY PENSION PLAN Benefits

401k Plan Type	Defined Benefit Pension
Plan Features/Benefits	Benefits are primarily pay related Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021). Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).

401k Sponsoring company profile

UNITED METHODIST COMMUNITIES has sponsored the creation of one or more 401k plans.

Company Name: UNITED METHODIST COMMUNITIES

Employer identification number (EIN): 210634464

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE UNITED METHODIST HOMES OF NEW JERSEY PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2015-01-01
001 2014-01-01
001 2013-01-01
001 2012-01-01 WILLIAM ERMOLOWICH WILLIAM ERMOLOWICH 2013-10-04
001 2011-01-01 WILLIAM ERMOLOWICH
001 2009-01-01 LUISE DIDATO
001 2009-01-01 LUISE DIDATO 2010-10-15

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2015-01-01
001	2014-01-01
001	2013-01-01
001	2012-01-01	WILLIAM ERMOLOWICH	WILLIAM ERMOLOWICH	2013-10-04
001	2011-01-01	WILLIAM ERMOLOWICH
001	2009-01-01	LUISE DIDATO
001	2009-01-01		LUISE DIDATO	2010-10-15

Plan Statistics for THE UNITED METHODIST HOMES OF NEW JERSEY PENSION PLAN

401k plan membership statisitcs for THE UNITED METHODIST HOMES OF NEW JERSEY PENSION PLAN

Measure Date Value
2015: THE UNITED METHODIST HOMES OF NEW JERSEY PENSION PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 567
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 0
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: THE UNITED METHODIST HOMES OF NEW JERSEY PENSION PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 582
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 108
Number of retired or separated participants receiving benefits 2014-01-01 285
Number of other retired or separated participants entitled to future benefits 2014-01-01 174
Total of all active and inactive participants 2014-01-01 567
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 567
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: THE UNITED METHODIST HOMES OF NEW JERSEY PENSION PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 628
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 108
Number of retired or separated participants receiving benefits 2013-01-01 288
Number of other retired or separated participants entitled to future benefits 2013-01-01 186
Total of all active and inactive participants 2013-01-01 582
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 582
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: THE UNITED METHODIST HOMES OF NEW JERSEY PENSION PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 645
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 125
Number of retired or separated participants receiving benefits 2012-01-01 214
Number of other retired or separated participants entitled to future benefits 2012-01-01 279
Total of all active and inactive participants 2012-01-01 618
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 10
Total participants 2012-01-01 628
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: THE UNITED METHODIST HOMES OF NEW JERSEY PENSION PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 650
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 135
Number of retired or separated participants receiving benefits 2011-01-01 226
Number of other retired or separated participants entitled to future benefits 2011-01-01 274
Total of all active and inactive participants 2011-01-01 635
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 10
Total participants 2011-01-01 645
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: THE UNITED METHODIST HOMES OF NEW JERSEY PENSION PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 674
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 161
Number of retired or separated participants receiving benefits 2009-01-01 224
Number of other retired or separated participants entitled to future benefits 2009-01-01 267
Total of all active and inactive participants 2009-01-01 652
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 7
Total participants 2009-01-01 659
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2015: THE UNITED METHODIST HOMES OF NEW JERSEY PENSION PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	567
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	0
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: THE UNITED METHODIST HOMES OF NEW JERSEY PENSION PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	582
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	108
Number of retired or separated participants receiving benefits	2014-01-01	285
Number of other retired or separated participants entitled to future benefits	2014-01-01	174
Total of all active and inactive participants	2014-01-01	567
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	567
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: THE UNITED METHODIST HOMES OF NEW JERSEY PENSION PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	628
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	108
Number of retired or separated participants receiving benefits	2013-01-01	288
Number of other retired or separated participants entitled to future benefits	2013-01-01	186
Total of all active and inactive participants	2013-01-01	582
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	582
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: THE UNITED METHODIST HOMES OF NEW JERSEY PENSION PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	645
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	125
Number of retired or separated participants receiving benefits	2012-01-01	214
Number of other retired or separated participants entitled to future benefits	2012-01-01	279
Total of all active and inactive participants	2012-01-01	618
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	10
Total participants	2012-01-01	628
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: THE UNITED METHODIST HOMES OF NEW JERSEY PENSION PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	650
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	135
Number of retired or separated participants receiving benefits	2011-01-01	226
Number of other retired or separated participants entitled to future benefits	2011-01-01	274
Total of all active and inactive participants	2011-01-01	635
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	10
Total participants	2011-01-01	645
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: THE UNITED METHODIST HOMES OF NEW JERSEY PENSION PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	674
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	161
Number of retired or separated participants receiving benefits	2009-01-01	224
Number of other retired or separated participants entitled to future benefits	2009-01-01	267
Total of all active and inactive participants	2009-01-01	652
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	7
Total participants	2009-01-01	659
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on THE UNITED METHODIST HOMES OF NEW JERSEY PENSION PLAN

Measure	Date	Value
2015 : THE UNITED METHODIST HOMES OF NEW JERSEY PENSION PLAN 2015 401k financial data
Unrealized appreciation/depreciation of real estate assets	2015-12-31	$-3,240
Total unrealized appreciation/depreciation of assets	2015-12-31	$-3,240
Total income from all sources (including contributions)	2015-12-31	$2,675,533
Total of all expenses incurred	2015-12-31	$18,895,426
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$18,676,682
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$2,673,600
Value of total assets at end of year	2015-12-31	$0
Value of total assets at beginning of year	2015-12-31	$16,219,893
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$218,744
Total interest from all sources	2015-12-31	$5,173
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2015-12-31	$0
Administrative expenses professional fees incurred	2015-12-31	$52,182
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2015-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2015-12-31	$35,509
Administrative expenses (other) incurred	2015-12-31	$106,704
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$-16,219,893
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$0
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$16,219,893
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Investment advisory and management fees	2015-12-31	$59,858
Interest earned on other investments	2015-12-31	$947
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-12-31	$13,981,144
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-12-31	$13,981,144
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2015-12-31	$4,226
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Assets. Invements in employer securities at end of year	2015-12-31	$0
Contributions received in cash from employer	2015-12-31	$2,673,600
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$18,676,682
Asset. Corporate debt instrument debt (other) at end of year	2015-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2015-12-31	$2,203,240
Did the plan have assets held for investment	2015-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	WITHUM SMITH & BROWN
Accountancy firm EIN	2015-12-31	222027092
2014 : THE UNITED METHODIST HOMES OF NEW JERSEY PENSION PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2014-12-31	$190,018
Total unrealized appreciation/depreciation of assets	2014-12-31	$190,018
Total income from all sources (including contributions)	2014-12-31	$1,347,155
Total of all expenses incurred	2014-12-31	$1,176,964
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$1,011,988
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$1,012,800
Value of total assets at end of year	2014-12-31	$16,219,893
Value of total assets at beginning of year	2014-12-31	$16,049,702
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$164,976
Total interest from all sources	2014-12-31	$108,379
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$35,958
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2014-12-31	$0
Administrative expenses professional fees incurred	2014-12-31	$48,550
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2014-12-31	$45,290
Value of other receiveables (less allowance for doubtful accounts) at end of year	2014-12-31	$35,509
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2014-12-31	$18,535
Other income not declared elsewhere	2014-12-31	$0
Administrative expenses (other) incurred	2014-12-31	$106
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$170,191
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$16,219,893
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$16,049,702
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Investment advisory and management fees	2014-12-31	$89,599
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$4,104,998
Interest earned on other investments	2014-12-31	$376
Income. Interest from corporate debt instruments	2014-12-31	$108,003
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-12-31	$13,981,144
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-12-31	$6,518,551
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-12-31	$6,518,551
Asset value of US Government securities at beginning of year	2014-12-31	$127,943
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$1,012,800
Employer contributions (assets) at beginning of year	2014-12-31	$0
Income. Dividends from common stock	2014-12-31	$35,958
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$966,698
Asset. Corporate debt instrument debt (other) at end of year	2014-12-31	$2,203,240
Asset. Corporate debt instrument debt (other) at beginning of year	2014-12-31	$900,444
Contract administrator fees	2014-12-31	$26,721
Assets. Corporate common stocks other than exployer securities at beginning of year	2014-12-31	$4,379,231
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	WITHUM SMITH & BROWN
Accountancy firm EIN	2014-12-31	222027092
2013 : THE UNITED METHODIST HOMES OF NEW JERSEY PENSION PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2013-12-31	$690,935
Total unrealized appreciation/depreciation of assets	2013-12-31	$690,935
Total income from all sources (including contributions)	2013-12-31	$3,200,139
Total of all expenses incurred	2013-12-31	$1,245,290
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$1,036,074
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$1,012,800
Value of total assets at end of year	2013-12-31	$16,049,702
Value of total assets at beginning of year	2013-12-31	$14,094,853
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$209,216
Total interest from all sources	2013-12-31	$158,531
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$222,741
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2013-12-31	$0
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$145,574
Administrative expenses professional fees incurred	2013-12-31	$52,153
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2013-12-31	$18,535
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2013-12-31	$52,957
Other income not declared elsewhere	2013-12-31	$6,325
Administrative expenses (other) incurred	2013-12-31	$48,732
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$1,954,849
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$16,049,702
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$14,094,853
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Investment advisory and management fees	2013-12-31	$108,331
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$4,104,998
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$4,943,833
Income. Interest from US Government securities	2013-12-31	$17,522
Income. Interest from corporate debt instruments	2013-12-31	$140,195
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-12-31	$6,518,551
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-12-31	$518,975
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-12-31	$518,975
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2013-12-31	$814
Asset value of US Government securities at end of year	2013-12-31	$127,943
Asset value of US Government securities at beginning of year	2013-12-31	$724,174
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$1,108,807
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$1,012,800
Employer contributions (assets) at end of year	2013-12-31	$0
Employer contributions (assets) at beginning of year	2013-12-31	$84,400
Income. Dividends from common stock	2013-12-31	$77,167
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$1,036,074
Asset. Corporate debt instrument debt (other) at end of year	2013-12-31	$900,444
Asset. Corporate debt instrument debt (other) at beginning of year	2013-12-31	$2,990,742
Assets. Corporate common stocks other than exployer securities at end of year	2013-12-31	$4,379,231
Assets. Corporate common stocks other than exployer securities at beginning of year	2013-12-31	$4,779,772
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	WITHUM SMITH & BROWN
Accountancy firm EIN	2013-12-31	222027092
2012 : THE UNITED METHODIST HOMES OF NEW JERSEY PENSION PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2012-12-31	$631,659
Total unrealized appreciation/depreciation of assets	2012-12-31	$631,659
Total income from all sources (including contributions)	2012-12-31	$2,631,212
Total of all expenses incurred	2012-12-31	$1,135,753
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$917,638
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$1,012,800
Value of total assets at end of year	2012-12-31	$14,094,853
Value of total assets at beginning of year	2012-12-31	$12,599,394
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$218,115
Total interest from all sources	2012-12-31	$161,547
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$191,300
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$81,955
Administrative expenses professional fees incurred	2012-12-31	$65,204
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2012-12-31	$52,957
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2012-12-31	$43,009
Other income not declared elsewhere	2012-12-31	$11,181
Administrative expenses (other) incurred	2012-12-31	$53,697
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$1,495,459
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$14,094,853
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$12,599,394
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Investment advisory and management fees	2012-12-31	$99,214
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$4,943,833
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$4,037,334
Income. Interest from US Government securities	2012-12-31	$25,796
Income. Interest from corporate debt instruments	2012-12-31	$135,743
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-12-31	$518,975
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-12-31	$428,896
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-12-31	$428,896
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-12-31	$8
Asset value of US Government securities at end of year	2012-12-31	$724,174
Asset value of US Government securities at beginning of year	2012-12-31	$1,083,835
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$622,725
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$1,012,800
Employer contributions (assets) at end of year	2012-12-31	$84,400
Income. Dividends from common stock	2012-12-31	$109,345
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$917,638
Asset. Corporate debt instrument debt (other) at end of year	2012-12-31	$2,990,742
Asset. Corporate debt instrument debt (other) at beginning of year	2012-12-31	$2,624,253
Assets. Corporate common stocks other than exployer securities at end of year	2012-12-31	$4,779,772
Assets. Corporate common stocks other than exployer securities at beginning of year	2012-12-31	$4,382,067
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	WITHUM SMITH & BROWN
Accountancy firm EIN	2012-12-31	222027092
2011 : THE UNITED METHODIST HOMES OF NEW JERSEY PENSION PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$1,100,346
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$1,055,987
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$864,848
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$1,012,800
Value of total assets at end of year	2011-12-31	$12,599,394
Value of total assets at beginning of year	2011-12-31	$12,555,035
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$191,139
Total interest from all sources	2011-12-31	$164,460
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$188,038
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$113,204
Administrative expenses professional fees incurred	2011-12-31	$55,937
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2011-12-31	$43,009
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2011-12-31	$41,447
Other income not declared elsewhere	2011-12-31	$1,662
Administrative expenses (other) incurred	2011-12-31	$62,604
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$44,359
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$12,599,394
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$12,555,035
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$4,037,334
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$4,126,365
Income. Interest from US Government securities	2011-12-31	$47,855
Income. Interest from corporate debt instruments	2011-12-31	$116,599
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-12-31	$428,896
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-12-31	$555,074
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-12-31	$555,074
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-12-31	$6
Asset value of US Government securities at end of year	2011-12-31	$1,083,835
Asset value of US Government securities at beginning of year	2011-12-31	$1,523,675
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-266,614
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$1,012,800
Income. Dividends from common stock	2011-12-31	$74,834
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$864,848
Asset. Corporate debt instrument debt (other) at end of year	2011-12-31	$2,624,253
Asset. Corporate debt instrument debt (other) at beginning of year	2011-12-31	$2,075,790
Contract administrator fees	2011-12-31	$72,598
Assets. Corporate common stocks other than exployer securities at end of year	2011-12-31	$4,382,067
Assets. Corporate common stocks other than exployer securities at beginning of year	2011-12-31	$4,232,684
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	WITHUM SMITH & BROWN
Accountancy firm EIN	2011-12-31	222027092
2010 : THE UNITED METHODIST HOMES OF NEW JERSEY PENSION PLAN 2010 401k financial data
Unrealized appreciation/depreciation of real estate assets	2010-12-31	$1,265,477
Total unrealized appreciation/depreciation of assets	2010-12-31	$1,265,477
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$2,332,559
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$1,055,750
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$863,942
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$780,083
Value of total assets at end of year	2010-12-31	$12,555,035
Value of total assets at beginning of year	2010-12-31	$11,278,226
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$191,808
Total interest from all sources	2010-12-31	$286,999
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Administrative expenses professional fees incurred	2010-12-31	$64,366
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$1,000,000
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2010-12-31	$41,447
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2010-12-31	$49,557
Administrative expenses (other) incurred	2010-12-31	$47,986
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$1,276,809
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$12,555,035
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$11,278,226
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Investment advisory and management fees	2010-12-31	$79,456
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$4,126,365
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$2,618,178
Interest earned on other investments	2010-12-31	$6,393
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$555,074
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$534,529
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$534,529
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2010-12-31	$280,606
Asset value of US Government securities at end of year	2010-12-31	$1,523,675
Asset value of US Government securities at beginning of year	2010-12-31	$1,410,784
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$780,083
Employer contributions (assets) at end of year	2010-12-31	$0
Employer contributions (assets) at beginning of year	2010-12-31	$261,121
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$863,942
Asset. Corporate debt instrument debt (other) at end of year	2010-12-31	$2,075,790
Asset. Corporate debt instrument debt (other) at beginning of year	2010-12-31	$1,865,001
Assets. Corporate common stocks other than exployer securities at end of year	2010-12-31	$4,232,684
Assets. Corporate common stocks other than exployer securities at beginning of year	2010-12-31	$4,539,056
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	WITHUM SMITH & BROWN
Accountancy firm EIN	2010-12-31	222027092
2009 : THE UNITED METHODIST HOMES OF NEW JERSEY PENSION PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for THE UNITED METHODIST HOMES OF NEW JERSEY PENSION PLAN

2015: THE UNITED METHODIST HOMES OF NEW JERSEY PENSION PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	Yes
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: THE UNITED METHODIST HOMES OF NEW JERSEY PENSION PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: THE UNITED METHODIST HOMES OF NEW JERSEY PENSION PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: THE UNITED METHODIST HOMES OF NEW JERSEY PENSION PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: THE UNITED METHODIST HOMES OF NEW JERSEY PENSION PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: THE UNITED METHODIST HOMES OF NEW JERSEY PENSION PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	Yes
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	UNITED METHODIST COMMUNITIES
Employer identification number (EIN):	210634464
NAIC Classification:	623000
NAIC Description:	Nursing and Residential Care Facilities