401k Plan data: RETIREMENT PLAN OF SUN HOME HEALTH SERVICES, INC. plan

RETIREMENT PLAN OF SUN HOME HEALTH SERVICES, INC. 401k Plan overview

Plan Name	RETIREMENT PLAN OF SUN HOME HEALTH SERVICES, INC.
Plan identification number	003

RETIREMENT PLAN OF SUN HOME HEALTH SERVICES, INC. Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
Life insurance

401k Sponsoring company profile

SUN HOME HEALTH SERVICES, INC. has sponsored the creation of one or more 401k plans.

Company Name: SUN HOME HEALTH SERVICES, INC.

Employer identification number (EIN): 231736912

NAIC Classification: 621610
NAIC Description: Home Health Care Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RETIREMENT PLAN OF SUN HOME HEALTH SERVICES, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2016-01-01
003 2015-01-01
003 2015-01-01
003 2014-01-01
003 2013-01-01
003 2012-01-01 DANIEL F. MCGANN DANIEL F. MCGANN 2013-10-14
003 2011-01-01 DANIEL F. MCGANN DANIEL F. MCGANN 2012-10-10
003 2010-01-01 DONALD N WILVER JR
003 2009-01-01 DONALD N. WILVER, JR.
003 2009-01-01 DONALD WILVER

Plan Statistics for RETIREMENT PLAN OF SUN HOME HEALTH SERVICES, INC.

401k plan membership statisitcs for RETIREMENT PLAN OF SUN HOME HEALTH SERVICES, INC.

Measure Date Value
2016: RETIREMENT PLAN OF SUN HOME HEALTH SERVICES, INC. 2016 401k membership
Total participants, beginning-of-year 2016-01-01 189
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 0
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 0
Number of participants with account balances 2016-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: RETIREMENT PLAN OF SUN HOME HEALTH SERVICES, INC. 2015 401k membership
Total participants, beginning-of-year 2015-01-01 206
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 142
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 47
Total of all active and inactive participants 2015-01-01 189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 189
Number of participants with account balances 2015-01-01 113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: RETIREMENT PLAN OF SUN HOME HEALTH SERVICES, INC. 2014 401k membership
Total participants, beginning-of-year 2014-01-01 210
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 157
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 49
Total of all active and inactive participants 2014-01-01 206
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 206
Number of participants with account balances 2014-01-01 128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: RETIREMENT PLAN OF SUN HOME HEALTH SERVICES, INC. 2013 401k membership
Total participants, beginning-of-year 2013-01-01 234
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 158
Number of other retired or separated participants entitled to future benefits 2013-01-01 52
Total of all active and inactive participants 2013-01-01 210
Total participants 2013-01-01 210
Number of participants with account balances 2013-01-01 126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: RETIREMENT PLAN OF SUN HOME HEALTH SERVICES, INC. 2012 401k membership
Total participants, beginning-of-year 2012-01-01 234
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 169
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 48
Total of all active and inactive participants 2012-01-01 217
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 217
Number of participants with account balances 2012-01-01 127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: RETIREMENT PLAN OF SUN HOME HEALTH SERVICES, INC. 2011 401k membership
Total participants, beginning-of-year 2011-01-01 197
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 179
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 55
Total of all active and inactive participants 2011-01-01 234
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 234
Number of participants with account balances 2011-01-01 121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: RETIREMENT PLAN OF SUN HOME HEALTH SERVICES, INC. 2010 401k membership
Total participants, beginning-of-year 2010-01-01 190
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 183
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 14
Total of all active and inactive participants 2010-01-01 197
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 197
Number of participants with account balances 2010-01-01 74
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: RETIREMENT PLAN OF SUN HOME HEALTH SERVICES, INC. 2009 401k membership
Total participants, beginning-of-year 2009-01-01 168
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 179
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 11
Total of all active and inactive participants 2009-01-01 190
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 190
Number of participants with account balances 2009-01-01 80
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2016: RETIREMENT PLAN OF SUN HOME HEALTH SERVICES, INC. 2016 401k membership
Total participants, beginning-of-year	2016-01-01	189
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	0
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	0
Number of participants with account balances	2016-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: RETIREMENT PLAN OF SUN HOME HEALTH SERVICES, INC. 2015 401k membership
Total participants, beginning-of-year	2015-01-01	206
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	142
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	47
Total of all active and inactive participants	2015-01-01	189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	189
Number of participants with account balances	2015-01-01	113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: RETIREMENT PLAN OF SUN HOME HEALTH SERVICES, INC. 2014 401k membership
Total participants, beginning-of-year	2014-01-01	210
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	157
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	49
Total of all active and inactive participants	2014-01-01	206
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	206
Number of participants with account balances	2014-01-01	128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: RETIREMENT PLAN OF SUN HOME HEALTH SERVICES, INC. 2013 401k membership
Total participants, beginning-of-year	2013-01-01	234
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	158
Number of other retired or separated participants entitled to future benefits	2013-01-01	52
Total of all active and inactive participants	2013-01-01	210
Total participants	2013-01-01	210
Number of participants with account balances	2013-01-01	126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: RETIREMENT PLAN OF SUN HOME HEALTH SERVICES, INC. 2012 401k membership
Total participants, beginning-of-year	2012-01-01	234
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	169
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	48
Total of all active and inactive participants	2012-01-01	217
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	217
Number of participants with account balances	2012-01-01	127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: RETIREMENT PLAN OF SUN HOME HEALTH SERVICES, INC. 2011 401k membership
Total participants, beginning-of-year	2011-01-01	197
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	179
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	55
Total of all active and inactive participants	2011-01-01	234
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	234
Number of participants with account balances	2011-01-01	121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: RETIREMENT PLAN OF SUN HOME HEALTH SERVICES, INC. 2010 401k membership
Total participants, beginning-of-year	2010-01-01	190
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	183
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	14
Total of all active and inactive participants	2010-01-01	197
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	197
Number of participants with account balances	2010-01-01	74
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: RETIREMENT PLAN OF SUN HOME HEALTH SERVICES, INC. 2009 401k membership
Total participants, beginning-of-year	2009-01-01	168
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	179
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	11
Total of all active and inactive participants	2009-01-01	190
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	190
Number of participants with account balances	2009-01-01	80
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on RETIREMENT PLAN OF SUN HOME HEALTH SERVICES, INC.

Measure	Date	Value
2016 : RETIREMENT PLAN OF SUN HOME HEALTH SERVICES, INC. 2016 401k financial data
Total transfer of assets to this plan	2016-07-19	$0
Total transfer of assets from this plan	2016-07-19	$3,981,505
Total income from all sources (including contributions)	2016-07-19	$139,170
Total of all expenses incurred	2016-07-19	$356,765
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-07-19	$353,361
Value of total assets at end of year	2016-07-19	$0
Value of total assets at beginning of year	2016-07-19	$4,199,100
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-07-19	$3,404
Total interest from all sources	2016-07-19	$845
Total dividends received (eg from common stock, registered investment company shares)	2016-07-19	$17,639
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-07-19	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-07-19	$17,639
Was this plan covered by a fidelity bond	2016-07-19	Yes
Value of fidelity bond cover	2016-07-19	$5,000,000
If this is an individual account plan, was there a blackout period	2016-07-19	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-07-19	$0
Were there any nonexempt tranactions with any party-in-interest	2016-07-19	No
Participant contributions at end of year	2016-07-19	$0
Participant contributions at beginning of year	2016-07-19	$8,682
Assets. Other investments not covered elsewhere at end of year	2016-07-19	$0
Assets. Other investments not covered elsewhere at beginning of year	2016-07-19	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-07-19	No
Value of net income/loss	2016-07-19	$-217,595
Value of net assets at end of year (total assets less liabilities)	2016-07-19	$0
Value of net assets at beginning of year (total assets less liabilities)	2016-07-19	$4,199,100
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-07-19	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-07-19	No
Were any leases to which the plan was party in default or uncollectible	2016-07-19	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-07-19	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-07-19	$3,141,253
Income. Interest from loans (other than to participants)	2016-07-19	$845
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-07-19	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-07-19	$1,049,165
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-07-19	$120,686
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-07-19	No
Was there a failure to transmit to the plan any participant contributions	2016-07-19	Yes
Has the plan failed to provide any benefit when due under the plan	2016-07-19	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-07-19	$353,361
Contract administrator fees	2016-07-19	$3,404
Did the plan have assets held for investment	2016-07-19	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	2016-07-19	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-07-19	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-07-19	Yes
Opinion of an independent qualified public accountant for this plan	2016-07-19	Disclaimer
Accountancy firm name	2016-07-19	BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN	2016-07-19	390859910
2015 : RETIREMENT PLAN OF SUN HOME HEALTH SERVICES, INC. 2015 401k financial data
Total income from all sources (including contributions)	2015-12-31	$117,328
Total of all expenses incurred	2015-12-31	$241,288
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$231,710
Expenses. Certain deemed distributions of participant loans	2015-12-31	$40,714
Value of total corrective distributions	2015-12-31	$1,910
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$197,289
Value of total assets at end of year	2015-12-31	$4,243,576
Value of total assets at beginning of year	2015-12-31	$4,367,536
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$7,668
Total interest from all sources	2015-12-31	$2,175
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$164,605
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$164,605
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
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
Contributions received from participants	2015-12-31	$93,543
Participant contributions at end of year	2015-12-31	$49,397
Participant contributions at beginning of year	2015-12-31	$61,931
Assets. Other investments not covered elsewhere at end of year	2015-12-31	$3,761
Assets. Other investments not covered elsewhere at beginning of year	2015-12-31	$3,761
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	$-123,960
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$4,243,576
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$4,367,536
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$3,141,253
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$3,299,163
Interest on participant loans	2015-12-31	$2,175
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$1,049,165
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$1,002,681
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-246,741
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	Yes
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$103,746
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$231,710
Contract administrator fees	2015-12-31	$7,668
Did the plan have assets held for investment	2015-12-31	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	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	No
2014 : RETIREMENT PLAN OF SUN HOME HEALTH SERVICES, INC. 2014 401k financial data
Total income from all sources (including contributions)	2014-12-31	$554,239
Total of all expenses incurred	2014-12-31	$586,672
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$578,425
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$364,524
Value of total assets at end of year	2014-12-31	$4,367,536
Value of total assets at beginning of year	2014-12-31	$4,399,969
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$8,247
Total interest from all sources	2014-12-31	$1,742
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$195,109
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$195,109
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
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
Contributions received from participants	2014-12-31	$185,642
Participant contributions at end of year	2014-12-31	$61,931
Participant contributions at beginning of year	2014-12-31	$32,869
Assets. Other investments not covered elsewhere at end of year	2014-12-31	$3,761
Assets. Other investments not covered elsewhere at beginning of year	2014-12-31	$3,761
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$69,593
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	$-32,433
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$4,367,536
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$4,399,969
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$3,299,163
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$3,554,744
Interest on participant loans	2014-12-31	$1,742
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$1,002,681
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$808,595
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$-7,136
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	Yes
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	$109,289
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$578,425
Contract administrator fees	2014-12-31	$8,247
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	BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN	2014-12-31	390859910
2013 : RETIREMENT PLAN OF SUN HOME HEALTH SERVICES, INC. 2013 401k financial data
Total income from all sources (including contributions)	2013-12-31	$835,725
Total of all expenses incurred	2013-12-31	$442,049
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$430,891
Value of total corrective distributions	2013-12-31	$1,176
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$317,668
Value of total assets at end of year	2013-12-31	$4,399,969
Value of total assets at beginning of year	2013-12-31	$4,006,293
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$9,982
Total interest from all sources	2013-12-31	$1,057
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$129,235
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$129,235
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
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
Contributions received from participants	2013-12-31	$203,907
Participant contributions at end of year	2013-12-31	$32,869
Participant contributions at beginning of year	2013-12-31	$13,222
Assets. Other investments not covered elsewhere at end of year	2013-12-31	$3,761
Assets. Other investments not covered elsewhere at beginning of year	2013-12-31	$3,761
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$3,164
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	$393,676
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$4,399,969
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$4,006,293
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$3,554,744
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$3,067,864
Interest on participant loans	2013-12-31	$1,057
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$808,595
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$921,446
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$387,765
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	Yes
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	$110,597
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$430,891
Contract administrator fees	2013-12-31	$9,982
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	PARENTEBEARD LLC
Accountancy firm EIN	2013-12-31	232932984
2012 : RETIREMENT PLAN OF SUN HOME HEALTH SERVICES, INC. 2012 401k financial data
Total income from all sources (including contributions)	2012-12-31	$781,600
Total of all expenses incurred	2012-12-31	$840,090
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$827,841
Value of total corrective distributions	2012-12-31	$1,113
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$353,378
Value of total assets at end of year	2012-12-31	$4,006,293
Value of total assets at beginning of year	2012-12-31	$4,064,783
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$11,136
Total interest from all sources	2012-12-31	$468
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$98,161
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	$98,161
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	Yes
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
Contributions received from participants	2012-12-31	$245,652
Participant contributions at end of year	2012-12-31	$13,222
Participant contributions at beginning of year	2012-12-31	$618
Assets. Other investments not covered elsewhere at end of year	2012-12-31	$3,761
Assets. Other investments not covered elsewhere at beginning of year	2012-12-31	$1,163,681
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$5,757
Other income not declared elsewhere	2012-12-31	$3,262
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	$-58,490
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$4,006,293
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$4,064,783
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$3,067,864
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$1,872,938
Interest on participant loans	2012-12-31	$468
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$921,446
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$1,027,546
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$326,331
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	Yes
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	$101,969
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$827,841
Contract administrator fees	2012-12-31	$11,136
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2012-12-31	Yes
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	PARENTEBEARD LLC
Accountancy firm EIN	2012-12-31	232932984
2011 : RETIREMENT PLAN OF SUN HOME HEALTH SERVICES, INC. 2011 401k financial data
Total income from all sources (including contributions)	2011-12-31	$291,687
Total of all expenses incurred	2011-12-31	$75,620
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$67,174
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$328,878
Value of total assets at end of year	2011-12-31	$4,064,783
Value of total assets at beginning of year	2011-12-31	$3,848,716
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$8,446
Total interest from all sources	2011-12-31	$172
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$54,351
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	$54,351
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$500,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$223,772
Participant contributions at end of year	2011-12-31	$618
Participant contributions at beginning of year	2011-12-31	$6,364
Assets. Other investments not covered elsewhere at end of year	2011-12-31	$1,163,681
Assets. Other investments not covered elsewhere at beginning of year	2011-12-31	$1,024,598
Other income not declared elsewhere	2011-12-31	$-14,241
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	$216,067
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$4,064,783
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$3,848,716
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	$1,872,938
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$1,873,324
Interest on participant loans	2011-12-31	$172
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$1,027,546
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$944,430
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-77,473
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	Yes
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	$105,106
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$67,174
Contract administrator fees	2011-12-31	$8,446
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	PARENTEBEARD LLC
Accountancy firm EIN	2011-12-31	232932984
2010 : RETIREMENT PLAN OF SUN HOME HEALTH SERVICES, INC. 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
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	$734,798
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$213,378
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$205,304
Value of total corrective distributions	2010-12-31	$1,325
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$397,261
Value of total assets at end of year	2010-12-31	$3,848,716
Value of total assets at beginning of year	2010-12-31	$3,327,296
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$6,749
Total interest from all sources	2010-12-31	$32,601
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$41,717
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$41,717
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$342,431
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$164,193
Participant contributions at end of year	2010-12-31	$6,364
Participant contributions at beginning of year	2010-12-31	$772
Assets. Other investments not covered elsewhere at end of year	2010-12-31	$1,024,598
Assets. Other investments not covered elsewhere at beginning of year	2010-12-31	$957,054
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$136,060
Other income not declared elsewhere	2010-12-31	$106,307
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	$521,420
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$3,848,716
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$3,327,296
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$1,873,324
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$1,364,129
Interest on participant loans	2010-12-31	$337
Interest earned on other investments	2010-12-31	$32,264
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$944,430
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$1,005,341
Expenses. Payments to insurance carriers foe the provision of benefits	2010-12-31	$100
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$156,912
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	Yes
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	$97,008
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$205,204
Contract administrator fees	2010-12-31	$6,749
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2010-12-31	No
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	PARENTEBEARD LLC
Accountancy firm EIN	2010-12-31	232932984
2009 : RETIREMENT PLAN OF SUN HOME HEALTH SERVICES, INC. 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 RETIREMENT PLAN OF SUN HOME HEALTH SERVICES, INC.

2016: RETIREMENT PLAN OF SUN HOME HEALTH SERVICES, INC. 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	Yes
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: RETIREMENT PLAN OF SUN HOME HEALTH SERVICES, INC. 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	Yes
2015-01-01	This submission is the final filing	No
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 – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: RETIREMENT PLAN OF SUN HOME HEALTH SERVICES, INC. 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 – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: RETIREMENT PLAN OF SUN HOME HEALTH SERVICES, INC. 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 – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: RETIREMENT PLAN OF SUN HOME HEALTH SERVICES, INC. 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 – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: RETIREMENT PLAN OF SUN HOME HEALTH SERVICES, INC. 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 – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: RETIREMENT PLAN OF SUN HOME HEALTH SERVICES, INC. 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: RETIREMENT PLAN OF SUN HOME HEALTH SERVICES, INC. 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 – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

SECURITY BENEFIT LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68675 )

Policy contract number

201085

Policy instance

Insurance contract or identification number	201085
Number of Individuals Covered	49
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $503
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $503
Insurance broker organization code?	3
Insurance broker name	THE RAM GROUP

SECURITY BENEFIT LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68675 )

Policy contract number

201085

Policy instance

Insurance contract or identification number	201085
Number of Individuals Covered	53
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $646
Total amount of fees paid to insurance company	USD $0
Commission paid to Insurance Broker	USD $646
Insurance broker organization code?	3
Insurance broker name	THE RAM GROUP

SECURITY BENEFIT LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68675 )

Policy contract number

201085

Policy instance

Insurance contract or identification number	201085
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $741
Total amount of fees paid to insurance company	USD $0
Commission paid to Insurance Broker	USD $741
Insurance broker organization code?	3
Insurance broker name	THE RAM GROUP

METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )

Policy contract number

1013597-01

Policy instance

Insurance contract or identification number	1013597-01
Number of Individuals Covered	0
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes

SECURITY BENEFIT LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68675 )

Policy contract number

201085

Policy instance

Insurance contract or identification number	201085
Number of Individuals Covered	28
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $1,066
Total amount of fees paid to insurance company	USD $0
Commission paid to Insurance Broker	USD $1,066
Insurance broker organization code?	3
Insurance broker name	THE RAM GROUP

METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )

Policy contract number

812961

Policy instance

Insurance contract or identification number	812961
Number of Individuals Covered	0
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $691
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Amount paid for insurance broker fees	691
Insurance broker organization code?	3
Insurance broker name	METLIFE SECURITIES INC

METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )

Policy contract number

00840

Policy instance

Insurance contract or identification number	00840
Number of Individuals Covered	2
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

6193

Policy instance

Insurance contract or identification number	6193
Number of Individuals Covered	1
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Life Insurance Welfare Benefit	Yes

METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )

Policy contract number

00840

Policy instance

Insurance contract or identification number	00840
Number of Individuals Covered	2
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

6193

Policy instance

Insurance contract or identification number	6193
Number of Individuals Covered	1
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $7
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Life Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $177
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )

Policy contract number

1013597-01

Policy instance

Insurance contract or identification number	1013597-01
Number of Individuals Covered	37
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes

METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )

Policy contract number

812961

Policy instance

Insurance contract or identification number	812961
Number of Individuals Covered	74
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $4,326
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes

METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )

Policy contract number

812961

Policy instance

Insurance contract or identification number	812961
Number of Individuals Covered	68
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $218
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $214
Insurance broker organization code?	3
Insurance broker name	RONALD LENTINI

METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )

Policy contract number

812961

Policy instance

Insurance contract or identification number	812961
Number of Individuals Covered	74
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $4,028
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $4,028
Insurance broker organization code?	3
Insurance broker name	METROPOLITAN LIFE

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

6193

Policy instance

Insurance contract or identification number	6193
Number of Individuals Covered	1
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $7
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	Yes
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Welfare Benefit Premiums Paid to Carrier	USD $177
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $7
Insurance broker organization code?	3
Insurance broker name	ENTERPRISE GENERAL INSURANCE AGENCY

METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )

Policy contract number

00840

Policy instance

Insurance contract or identification number	00840
Number of Individuals Covered	2
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	Yes
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Welfare Benefit Premiums Paid to Carrier	USD $112
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	SUN HOME HEALTH SERVICES, INC.
Employer identification number (EIN):	231736912
NAIC Classification:	621610
NAIC Description:	Home Health Care Services