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VISITING NURSE ASSOCIATION OF GREATER PHILADELPHIA EMPLOYEE RETIREMENT SAVINGS PLAN 401k Plan overview

Plan NameVISITING NURSE ASSOCIATION OF GREATER PHILADELPHIA EMPLOYEE RETIREMENT SAVINGS PLAN
Plan identification number 002

VISITING NURSE ASSOCIATION OF GREATER PHILADELPHIA EMPLOYEE RETIREMENT SAVINGS PLAN Benefits

401k Plan TypeDefined 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

VISITING NURSE ASSOCIATION OF GREATER PHILADELPHIA has sponsored the creation of one or more 401k plans.

Company Name:VISITING NURSE ASSOCIATION OF GREATER PHILADELPHIA
Employer identification number (EIN):232103781
NAIC Classification:621610
NAIC Description:Home Health Care Services

Additional information about VISITING NURSE ASSOCIATION OF GREATER PHILADELPHIA

Jurisdiction of Incorporation: New Jersey Division of Revenue and Enterprise Services
Incorporation Date:
Company Identification Number: 0100716083

More information about VISITING NURSE ASSOCIATION OF GREATER PHILADELPHIA

Form 5500 Filing Information

Submission information for form 5500 for 401k plan VISITING NURSE ASSOCIATION OF GREATER PHILADELPHIA EMPLOYEE RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01CYNTHIA BROWNE-HARRIS
0022016-01-01
0022015-01-01
0022014-01-01
0022013-01-01
0022012-01-01WALTER W. BORGINIS III
0022011-07-01WALTER W. BORGINIS III
0022010-07-01WALTER W. BORGINIS III
0022009-07-01WALTER BORGINIS III

Plan Statistics for VISITING NURSE ASSOCIATION OF GREATER PHILADELPHIA EMPLOYEE RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for VISITING NURSE ASSOCIATION OF GREATER PHILADELPHIA EMPLOYEE RETIREMENT SAVINGS PLAN

Measure Date Value
2023: VISITING NURSE ASSOCIATION OF GREATER PHILADELPHIA EMPLOYEE RETIREMENT SAVINGS PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01445
Total number of active participants reported on line 7a of the Form 55002023-01-0198
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-01247
Total of all active and inactive participants2023-01-01345
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-01345
Number of participants with account balances2023-01-01345
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-017
2022: VISITING NURSE ASSOCIATION OF GREATER PHILADELPHIA EMPLOYEE RETIREMENT SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01445
Total number of active participants reported on line 7a of the Form 55002022-01-01220
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01230
Total of all active and inactive participants2022-01-01450
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01450
Number of participants with account balances2022-01-01358
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0117
2021: VISITING NURSE ASSOCIATION OF GREATER PHILADELPHIA EMPLOYEE RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01480
Total number of active participants reported on line 7a of the Form 55002021-01-01215
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01230
Total of all active and inactive participants2021-01-01445
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01445
Number of participants with account balances2021-01-01357
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: VISITING NURSE ASSOCIATION OF GREATER PHILADELPHIA EMPLOYEE RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01497
Total number of active participants reported on line 7a of the Form 55002020-01-01282
Number of retired or separated participants receiving benefits2020-01-012
Number of other retired or separated participants entitled to future benefits2020-01-01196
Total of all active and inactive participants2020-01-01480
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01480
Number of participants with account balances2020-01-01392
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0127
2019: VISITING NURSE ASSOCIATION OF GREATER PHILADELPHIA EMPLOYEE RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01486
Total number of active participants reported on line 7a of the Form 55002019-01-01324
Number of retired or separated participants receiving benefits2019-01-012
Number of other retired or separated participants entitled to future benefits2019-01-01171
Total of all active and inactive participants2019-01-01497
Total participants2019-01-01497
Number of participants with account balances2019-01-01415
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0122
2018: VISITING NURSE ASSOCIATION OF GREATER PHILADELPHIA EMPLOYEE RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01482
Total number of active participants reported on line 7a of the Form 55002018-01-01338
Number of retired or separated participants receiving benefits2018-01-013
Number of other retired or separated participants entitled to future benefits2018-01-01145
Total of all active and inactive participants2018-01-01486
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01486
Number of participants with account balances2018-01-01417
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0111
2017: VISITING NURSE ASSOCIATION OF GREATER PHILADELPHIA EMPLOYEE RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01471
Total number of active participants reported on line 7a of the Form 55002017-01-01325
Number of retired or separated participants receiving benefits2017-01-014
Number of other retired or separated participants entitled to future benefits2017-01-01143
Total of all active and inactive participants2017-01-01472
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01472
Number of participants with account balances2017-01-01405
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0115
2016: VISITING NURSE ASSOCIATION OF GREATER PHILADELPHIA EMPLOYEE RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01450
Total number of active participants reported on line 7a of the Form 55002016-01-01325
Number of retired or separated participants receiving benefits2016-01-012
Number of other retired or separated participants entitled to future benefits2016-01-01106
Total of all active and inactive participants2016-01-01433
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01433
Number of participants with account balances2016-01-01351
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0116
2015: VISITING NURSE ASSOCIATION OF GREATER PHILADELPHIA EMPLOYEE RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01420
Total number of active participants reported on line 7a of the Form 55002015-01-01330
Number of other retired or separated participants entitled to future benefits2015-01-01119
Total of all active and inactive participants2015-01-01449
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01449
Number of participants with account balances2015-01-01368
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-018
2014: VISITING NURSE ASSOCIATION OF GREATER PHILADELPHIA EMPLOYEE RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01411
Total number of active participants reported on line 7a of the Form 55002014-01-01318
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01101
Total of all active and inactive participants2014-01-01419
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01419
Number of participants with account balances2014-01-01363
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0120
2013: VISITING NURSE ASSOCIATION OF GREATER PHILADELPHIA EMPLOYEE RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01423
Total number of active participants reported on line 7a of the Form 55002013-01-01319
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0182
Total of all active and inactive participants2013-01-01401
Total participants2013-01-01401
Number of participants with account balances2013-01-01343
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0116
2012: VISITING NURSE ASSOCIATION OF GREATER PHILADELPHIA EMPLOYEE RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01323
Total number of active participants reported on line 7a of the Form 55002012-01-01303
Number of retired or separated participants receiving benefits2012-01-017
Number of other retired or separated participants entitled to future benefits2012-01-0111
Total of all active and inactive participants2012-01-01321
Total participants2012-01-01321
Number of participants with account balances2012-01-01361
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0122
2011: VISITING NURSE ASSOCIATION OF GREATER PHILADELPHIA EMPLOYEE RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-01114
Total number of active participants reported on line 7a of the Form 55002011-07-01323
Number of retired or separated participants receiving benefits2011-07-010
Number of other retired or separated participants entitled to future benefits2011-07-0118
Total of all active and inactive participants2011-07-01341
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-010
Total participants2011-07-01341
Number of participants with account balances2011-07-01314
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-0111
2010: VISITING NURSE ASSOCIATION OF GREATER PHILADELPHIA EMPLOYEE RETIREMENT SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year2010-07-01118
Total number of active participants reported on line 7a of the Form 55002010-07-0187
Number of retired or separated participants receiving benefits2010-07-0130
Number of other retired or separated participants entitled to future benefits2010-07-010
Total of all active and inactive participants2010-07-01117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-07-011
Total participants2010-07-01118
Number of participants with account balances2010-07-01111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-07-010
2009: VISITING NURSE ASSOCIATION OF GREATER PHILADELPHIA EMPLOYEE RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-01117
Total number of active participants reported on line 7a of the Form 55002009-07-01110
Number of retired or separated participants receiving benefits2009-07-01128
Total of all active and inactive participants2009-07-01238
Total participants2009-07-01238
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-010

Financial Data on VISITING NURSE ASSOCIATION OF GREATER PHILADELPHIA EMPLOYEE RETIREMENT SAVINGS PLAN

Measure Date Value
2023 : VISITING NURSE ASSOCIATION OF GREATER PHILADELPHIA EMPLOYEE RETIREMENT SAVINGS PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$3,024,088
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$1,144,448
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$1,118,796
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$666,320
Value of total assets at end of year2023-12-31$18,702,299
Value of total assets at beginning of year2023-12-31$16,822,659
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$25,652
Total interest from all sources2023-12-31$36,938
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$487,295
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$487,295
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$500,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$413,852
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$11,003
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$1,879,640
Value of net assets at end of year (total assets less liabilities)2023-12-31$18,702,299
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$16,822,659
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$16,099,024
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$14,338,231
Interest earned on other investments2023-12-31$33,930
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-12-31$61,832
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-12-31$58,861
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-12-31$58,861
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-12-31$3,008
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$2,541,443
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$2,425,567
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$1,833,535
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$241,465
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$1,118,796
Contract administrator fees2023-12-31$25,652
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Disclaimer
Accountancy firm name2023-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2023-12-31410746749
2022 : VISITING NURSE ASSOCIATION OF GREATER PHILADELPHIA EMPLOYEE RETIREMENT SAVINGS PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-2,092,692
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,279,987
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,254,967
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$777,759
Value of total assets at end of year2022-12-31$16,822,659
Value of total assets at beginning of year2022-12-31$20,195,338
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$25,020
Total interest from all sources2022-12-31$25,399
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$474,820
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$474,820
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$452,716
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$23,745
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-3,372,679
Value of net assets at end of year (total assets less liabilities)2022-12-31$16,822,659
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$20,195,338
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$14,338,231
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$17,667,786
Interest earned on other investments2022-12-31$24,499
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$58,861
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$58,002
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$58,002
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$900
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$2,425,567
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$2,469,550
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-3,370,670
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$301,298
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,254,967
Contract administrator fees2022-12-31$25,020
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Disclaimer
Accountancy firm name2022-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2022-12-31410746749
2021 : VISITING NURSE ASSOCIATION OF GREATER PHILADELPHIA EMPLOYEE RETIREMENT SAVINGS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$3,050,202
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,216,758
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,188,293
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$987,851
Value of total assets at end of year2021-12-31$20,195,338
Value of total assets at beginning of year2021-12-31$18,361,894
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$28,465
Total interest from all sources2021-12-31$24,817
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,747,188
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$1,747,188
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$645,873
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$19,328
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$1,833,444
Value of net assets at end of year (total assets less liabilities)2021-12-31$20,195,338
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$18,361,894
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$17,667,786
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$15,782,757
Interest earned on other investments2021-12-31$24,811
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$58,002
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$58,036
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$58,036
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$6
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$2,469,550
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$2,521,101
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$290,346
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$322,650
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,188,293
Contract administrator fees2021-12-31$28,465
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Disclaimer
Accountancy firm name2021-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2021-12-31410746749
2020 : VISITING NURSE ASSOCIATION OF GREATER PHILADELPHIA EMPLOYEE RETIREMENT SAVINGS PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$3,076,441
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$2,109,712
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,086,621
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,158,471
Value of total assets at end of year2020-12-31$18,361,894
Value of total assets at beginning of year2020-12-31$17,395,165
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$23,091
Total interest from all sources2020-12-31$26,181
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$485,556
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$485,556
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$677,683
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$966,729
Value of net assets at end of year (total assets less liabilities)2020-12-31$18,361,894
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$17,395,165
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$15,782,757
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$15,119,792
Interest earned on other investments2020-12-31$25,911
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$58,036
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$59,739
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$59,739
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$270
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$2,521,101
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$2,215,634
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,406,233
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$480,788
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,086,621
Contract administrator fees2020-12-31$23,091
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2020-12-31410746749
2019 : VISITING NURSE ASSOCIATION OF GREATER PHILADELPHIA EMPLOYEE RETIREMENT SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$4,409,280
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$3,568,052
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$3,543,638
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,318,751
Value of total assets at end of year2019-12-31$17,395,165
Value of total assets at beginning of year2019-12-31$16,553,937
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$24,414
Total interest from all sources2019-12-31$33,261
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$432,557
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$432,557
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$783,107
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$841,228
Value of net assets at end of year (total assets less liabilities)2019-12-31$17,395,165
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$16,553,937
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$15,119,792
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$14,170,676
Interest earned on other investments2019-12-31$32,048
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$59,739
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$58,659
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$58,659
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$1,213
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$2,215,634
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$2,324,602
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,624,711
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$535,644
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$3,543,638
Contract administrator fees2019-12-31$24,414
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2019-12-31410746749
2018 : VISITING NURSE ASSOCIATION OF GREATER PHILADELPHIA EMPLOYEE RETIREMENT SAVINGS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$578,210
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$2,643,856
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,620,476
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,450,394
Value of total assets at end of year2018-12-31$16,553,937
Value of total assets at beginning of year2018-12-31$18,619,583
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$23,380
Total interest from all sources2018-12-31$42,943
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$612,852
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$612,852
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$792,638
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$97,039
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-2,065,646
Value of net assets at end of year (total assets less liabilities)2018-12-31$16,553,937
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$18,619,583
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$21,137
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$14,170,676
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$15,730,996
Interest earned on other investments2018-12-31$38,273
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$58,659
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$282,850
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$282,850
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$4,670
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$2,324,602
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$2,605,737
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,527,979
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$560,717
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,620,476
Contract administrator fees2018-12-31$2,243
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2018-12-31410746749
2017 : VISITING NURSE ASSOCIATION OF GREATER PHILADELPHIA EMPLOYEE RETIREMENT SAVINGS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$3,825,308
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$2,392,216
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$2,371,125
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,407,541
Value of total assets at end of year2017-12-31$18,619,583
Value of total assets at beginning of year2017-12-31$17,186,491
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$21,091
Total interest from all sources2017-12-31$38,151
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$514,123
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$514,123
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$833,278
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$46,868
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,433,092
Value of net assets at end of year (total assets less liabilities)2017-12-31$18,619,583
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$17,186,491
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$15,730,996
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$14,362,977
Interest earned on other investments2017-12-31$38,061
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$282,850
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$303,099
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$303,099
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$90
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$2,605,737
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$2,520,415
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,865,493
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$527,395
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$2,371,125
Contract administrator fees2017-12-31$21,091
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31CLIFTONLARSONALLEN, LLP
Accountancy firm EIN2017-12-31410746749
2016 : VISITING NURSE ASSOCIATION OF GREATER PHILADELPHIA EMPLOYEE RETIREMENT SAVINGS PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$2,509,134
Total of all expenses incurred2016-12-31$803,902
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$785,303
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,419,487
Value of total assets at end of year2016-12-31$17,186,491
Value of total assets at beginning of year2016-12-31$15,481,259
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$18,599
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$401,881
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$89,998
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$818,249
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$52,338
Administrative expenses (other) incurred2016-12-31$18,599
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,705,232
Value of net assets at end of year (total assets less liabilities)2016-12-31$17,186,491
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$15,481,259
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$14,362,977
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$12,711,146
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$303,099
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$313,777
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$313,777
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$2,520,415
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$2,456,336
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$687,766
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$548,900
Income. Dividends from common stock2016-12-31$311,883
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$785,303
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2016-12-31390859910
2015 : VISITING NURSE ASSOCIATION OF GREATER PHILADELPHIA EMPLOYEE RETIREMENT SAVINGS PLAN 2015 401k financial data
Total transfer of assets to this plan2015-12-31$0
Total income from all sources (including contributions)2015-12-31$1,314,250
Total of all expenses incurred2015-12-31$1,688,728
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,671,295
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,405,005
Value of total assets at end of year2015-12-31$15,481,259
Value of total assets at beginning of year2015-12-31$15,855,737
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$17,433
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$447,228
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$406,071
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$850,828
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$9,671
Administrative expenses (other) incurred2015-12-31$17,433
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-374,478
Value of net assets at end of year (total assets less liabilities)2015-12-31$15,481,259
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$15,855,737
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$12,711,146
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$13,645,787
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$313,777
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$171,324
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$171,324
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$2,456,336
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$2,038,626
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-537,983
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$544,506
Income. Dividends from common stock2015-12-31$41,157
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,671,295
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2015-12-31390859910
2014 : VISITING NURSE ASSOCIATION OF GREATER PHILADELPHIA EMPLOYEE RETIREMENT SAVINGS PLAN 2014 401k financial data
Total transfer of assets to this plan2014-12-31$2,878,475
Total income from all sources (including contributions)2014-12-31$2,379,956
Total of all expenses incurred2014-12-31$668,154
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$657,958
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,554,495
Value of total assets at end of year2014-12-31$15,855,737
Value of total assets at beginning of year2014-12-31$11,265,460
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$10,196
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$452,356
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$425,161
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$885,256
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$98,204
Administrative expenses (other) incurred2014-12-31$10,196
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$1,711,802
Value of net assets at end of year (total assets less liabilities)2014-12-31$15,855,737
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$11,265,460
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$13,645,787
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$10,308,210
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$171,324
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$138,368
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$138,368
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$2,038,626
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$818,882
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$373,105
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$571,035
Income. Dividends from common stock2014-12-31$27,195
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$657,958
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2014-12-31390859910
2013 : VISITING NURSE ASSOCIATION OF GREATER PHILADELPHIA EMPLOYEE RETIREMENT SAVINGS PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$3,026,105
Total of all expenses incurred2013-12-31$661,584
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$653,425
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,569,511
Value of total assets at end of year2013-12-31$11,265,460
Value of total assets at beginning of year2013-12-31$8,900,939
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$8,159
Total interest from all sources2013-12-31$14,011
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$270,582
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$270,582
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$949,176
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$20,639
Administrative expenses (other) incurred2013-12-31$8,159
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$2,364,521
Value of net assets at end of year (total assets less liabilities)2013-12-31$11,265,460
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$8,900,939
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$10,308,210
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$8,185,838
Interest earned on other investments2013-12-31$14,011
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$138,368
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$158,837
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$158,837
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$818,882
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$556,264
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,172,001
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$599,696
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$653,425
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2013-12-31390859910
2012 : VISITING NURSE ASSOCIATION OF GREATER PHILADELPHIA EMPLOYEE RETIREMENT SAVINGS PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$3,317,423
Total of all expenses incurred2012-12-31$224,773
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$220,575
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,461,884
Value of total assets at end of year2012-12-31$8,900,939
Value of total assets at beginning of year2012-12-31$5,808,289
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$4,198
Total interest from all sources2012-12-31$8,907
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$192,683
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$192,683
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$958,889
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$922,581
Administrative expenses (other) incurred2012-12-31$4,198
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$3,092,650
Value of net assets at end of year (total assets less liabilities)2012-12-31$8,900,939
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$5,808,289
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$8,185,838
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$5,402,369
Interest earned on other investments2012-12-31$8,907
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$158,837
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$236,880
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$236,880
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$556,264
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$169,040
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$653,949
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$580,414
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$220,575
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31PARENTEBEARD LLC
Accountancy firm EIN2012-12-31232932984
2011 : VISITING NURSE ASSOCIATION OF GREATER PHILADELPHIA EMPLOYEE RETIREMENT SAVINGS PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$2,314,985
Total of all expenses incurred2011-12-31$1,288,236
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,288,152
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$2,482,521
Value of total assets at end of year2011-12-31$5,808,289
Value of total assets at beginning of year2011-12-31$4,781,540
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$84
Total interest from all sources2011-12-31$503
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$87,541
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$87,541
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$383,966
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$1,793,312
Administrative expenses (other) incurred2011-12-31$84
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$1,026,749
Value of net assets at end of year (total assets less liabilities)2011-12-31$5,808,289
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$4,781,540
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$5,402,369
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$4,488,603
Interest earned on other investments2011-12-31$503
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$236,880
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$292,937
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$292,937
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$169,040
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-255,580
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$305,243
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,288,152
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31PARENTEBEARD LLC
Accountancy firm EIN2011-12-31232932984
Total income from all sources (including contributions)2011-06-30$1,498,147
Total of all expenses incurred2011-06-30$213,101
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$211,031
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$625,291
Value of total assets at end of year2011-06-30$4,781,540
Value of total assets at beginning of year2011-06-30$3,496,494
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$2,070
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$89,594
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2011-06-30$89,594
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$750,000
If this is an individual account plan, was there a blackout period2011-06-30No
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Contributions received from participants2011-06-30$621,354
Income. Received or receivable in cash from other sources (including rollovers)2011-06-30$3,937
Administrative expenses (other) incurred2011-06-30$2,070
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$1,285,046
Value of net assets at end of year (total assets less liabilities)2011-06-30$4,781,540
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$3,496,494
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-06-30$4,488,603
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-06-30$3,237,983
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-06-30$292,937
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-06-30$258,511
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-06-30$258,511
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-06-30$783,262
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30No
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$211,031
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-06-30No
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30No
Opinion of an independent qualified public accountant for this plan2011-06-30Disclaimer
Accountancy firm name2011-06-30PARENTEBEARD LLC
Accountancy firm EIN2011-06-30232932984

Form 5500 Responses for VISITING NURSE ASSOCIATION OF GREATER PHILADELPHIA EMPLOYEE RETIREMENT SAVINGS PLAN

2023: VISITING NURSE ASSOCIATION OF GREATER PHILADELPHIA EMPLOYEE RETIREMENT SAVINGS PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: VISITING NURSE ASSOCIATION OF GREATER PHILADELPHIA EMPLOYEE RETIREMENT SAVINGS PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: VISITING NURSE ASSOCIATION OF GREATER PHILADELPHIA EMPLOYEE RETIREMENT SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: VISITING NURSE ASSOCIATION OF GREATER PHILADELPHIA EMPLOYEE RETIREMENT SAVINGS PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: VISITING NURSE ASSOCIATION OF GREATER PHILADELPHIA EMPLOYEE RETIREMENT SAVINGS PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: VISITING NURSE ASSOCIATION OF GREATER PHILADELPHIA EMPLOYEE RETIREMENT SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: VISITING NURSE ASSOCIATION OF GREATER PHILADELPHIA EMPLOYEE RETIREMENT SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: VISITING NURSE ASSOCIATION OF GREATER PHILADELPHIA EMPLOYEE RETIREMENT SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: VISITING NURSE ASSOCIATION OF GREATER PHILADELPHIA EMPLOYEE RETIREMENT SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: VISITING NURSE ASSOCIATION OF GREATER PHILADELPHIA EMPLOYEE RETIREMENT SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: VISITING NURSE ASSOCIATION OF GREATER PHILADELPHIA EMPLOYEE RETIREMENT SAVINGS PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: VISITING NURSE ASSOCIATION OF GREATER PHILADELPHIA EMPLOYEE RETIREMENT SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: VISITING NURSE ASSOCIATION OF GREATER PHILADELPHIA EMPLOYEE RETIREMENT SAVINGS PLAN 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01This return/report is a short plan year return/report (less than 12 months)Yes
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement – InsuranceYes
2011-07-01Plan benefit arrangement - TrustYes
2010: VISITING NURSE ASSOCIATION OF GREATER PHILADELPHIA EMPLOYEE RETIREMENT SAVINGS PLAN 2010 form 5500 responses
2010-07-01Type of plan entitySingle employer plan
2010-07-01Plan funding arrangement – TrustYes
2010-07-01Plan benefit arrangement - TrustYes
2009: VISITING NURSE ASSOCIATION OF GREATER PHILADELPHIA EMPLOYEE RETIREMENT SAVINGS PLAN 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01This submission is the final filingNo
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVFZ347
Policy instance 1
Insurance contract or identification numberVFZ347
Number of Individuals Covered336
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Are there contracts with allocated funds for individual policies?0
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVFZ347
Policy instance 1
Insurance contract or identification numberVFZ347
Number of Individuals Covered348
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVFZ347
Policy instance 1
Insurance contract or identification numberVFZ347
Number of Individuals Covered344
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVFZ347
Policy instance 1
Insurance contract or identification numberVFZ347
Number of Individuals Covered383
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVFZ347
Policy instance 1
Insurance contract or identification numberVFZ347
Number of Individuals Covered383
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVFZ347
Policy instance 1
Insurance contract or identification numberVFZ347
Number of Individuals Covered379
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVFZ347
Policy instance 1
Insurance contract or identification numberVFZ347
Number of Individuals Covered360
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVFZ347
Policy instance 1
Insurance contract or identification numberVFZ347
Number of Individuals Covered314
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVFZ347
Policy instance 1
Insurance contract or identification numberVFZ347
Number of Individuals Covered305
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $1,732
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or 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 BrokerUSD $1,732
Insurance broker organization code?3
Insurance broker nameLPL FINANCIAL CORPORATION
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVFZ347
Policy instance 1
Insurance contract or identification numberVFZ347
Number of Individuals Covered308
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $2,856
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or 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 BrokerUSD $2,856
Insurance broker organization code?3
Insurance broker nameMETLIFE SECURITIES INC
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVFZ347
Policy instance 1
Insurance contract or identification numberVFZ347
Number of Individuals Covered311
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $2,489
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or 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 BrokerUSD $2,489
Insurance broker organization code?3
Insurance broker nameMETLIFE SECURITIES INC
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVFZ347
Policy instance 1
Insurance contract or identification numberVFZ347
Number of Individuals Covered284
Insurance policy start date2011-08-23
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $6,220
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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