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VISITING NURSE ASSOC OF HANOVER AND SPRING GROVE INC 401K PLAN 401k Plan overview

Plan NameVISITING NURSE ASSOC OF HANOVER AND SPRING GROVE INC 401K PLAN
Plan identification number 001

VISITING NURSE ASSOC OF HANOVER AND SPRING GROVE INC 401K PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

VISITING NURSE ASSOCIATION OF HANOVER AND SPRING GROVE INC has sponsored the creation of one or more 401k plans.

Company Name:VISITING NURSE ASSOCIATION OF HANOVER AND SPRING GROVE INC
Employer identification number (EIN):232347658
NAIC Classification:621610
NAIC Description:Home Health Care Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan VISITING NURSE ASSOC OF HANOVER AND SPRING GROVE INC 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01KEVIN MALONEY2023-09-18 KEVIN MALONEY2023-09-18
0012022-01-01KEVIN MALONEY2023-09-18 KEVIN MALONEY2023-09-18
0012021-01-01KEVIN MALONEY2022-07-24 KEVIN MALONEY2022-07-24
0012020-01-01BRYAN S. WARNER2021-06-21 BRYAN S. WARNER2021-06-21
0012019-01-01BRYAN S. WARNER2020-08-23 BRYAN S. WARNER2020-08-23
0012018-01-01BRYAN S. WARNER2019-09-22 BRYAN S. WARNER2019-09-22
0012017-01-01
0012016-01-01BRYAN S. WARNER
0012015-01-01BRYAN S. WARNER
0012014-01-01BRYAN S. WARNER
0012013-01-01BRYAN S. WARNER
0012012-01-01BRYAN S. WARNER
0012011-01-01LINDA M BAILE
0012009-01-01LINDA M BAILE

Plan Statistics for VISITING NURSE ASSOC OF HANOVER AND SPRING GROVE INC 401K PLAN

401k plan membership statisitcs for VISITING NURSE ASSOC OF HANOVER AND SPRING GROVE INC 401K PLAN

Measure Date Value
2022: VISITING NURSE ASSOC OF HANOVER AND SPRING GROVE INC 401K PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01113
Total number of active participants reported on line 7a of the Form 55002022-01-0175
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0129
Total of all active and inactive participants2022-01-01104
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01104
Number of participants with account balances2022-01-0193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-019
2021: VISITING NURSE ASSOC OF HANOVER AND SPRING GROVE INC 401K PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01110
Total number of active participants reported on line 7a of the Form 55002021-01-0176
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0137
Total of all active and inactive participants2021-01-01113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01113
Number of participants with account balances2021-01-01101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0110
2020: VISITING NURSE ASSOC OF HANOVER AND SPRING GROVE INC 401K PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01112
Total number of active participants reported on line 7a of the Form 55002020-01-0183
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0127
Total of all active and inactive participants2020-01-01110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01110
Number of participants with account balances2020-01-01101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0117
2019: VISITING NURSE ASSOC OF HANOVER AND SPRING GROVE INC 401K PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01110
Total number of active participants reported on line 7a of the Form 55002019-01-0198
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0115
Total of all active and inactive participants2019-01-01113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01113
Number of participants with account balances2019-01-01102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-013
2018: VISITING NURSE ASSOC OF HANOVER AND SPRING GROVE INC 401K PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01108
Total number of active participants reported on line 7a of the Form 55002018-01-0197
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0113
Total of all active and inactive participants2018-01-01110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01110
Number of participants with account balances2018-01-01100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-019
2017: VISITING NURSE ASSOC OF HANOVER AND SPRING GROVE INC 401K PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01117
Total number of active participants reported on line 7a of the Form 55002017-01-0199
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-019
Total of all active and inactive participants2017-01-01108
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01108
Number of participants with account balances2017-01-0196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-016
2016: VISITING NURSE ASSOC OF HANOVER AND SPRING GROVE INC 401K PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01122
Total number of active participants reported on line 7a of the Form 55002016-01-01102
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0115
Total of all active and inactive participants2016-01-01117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01117
Number of participants with account balances2016-01-01100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-015
2015: VISITING NURSE ASSOC OF HANOVER AND SPRING GROVE INC 401K PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01124
Total number of active participants reported on line 7a of the Form 55002015-01-01104
Number of retired or separated participants receiving benefits2015-01-0118
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-01122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01122
Number of participants with account balances2015-01-0186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0114
2014: VISITING NURSE ASSOC OF HANOVER AND SPRING GROVE INC 401K PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01128
Total number of active participants reported on line 7a of the Form 55002014-01-01108
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0115
Total of all active and inactive participants2014-01-01123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01123
Number of participants with account balances2014-01-0197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0112
2013: VISITING NURSE ASSOC OF HANOVER AND SPRING GROVE INC 401K PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01139
Total number of active participants reported on line 7a of the Form 55002013-01-01112
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0116
Total of all active and inactive participants2013-01-01128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01128
Number of participants with account balances2013-01-01109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-017
2012: VISITING NURSE ASSOC OF HANOVER AND SPRING GROVE INC 401K PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01141
Total number of active participants reported on line 7a of the Form 55002012-01-01120
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0119
Total of all active and inactive participants2012-01-01139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01139
Number of participants with account balances2012-01-01125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0110
2011: VISITING NURSE ASSOC OF HANOVER AND SPRING GROVE INC 401K PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01141
Total number of active participants reported on line 7a of the Form 55002011-01-01125
Number of retired or separated participants receiving benefits2011-01-0117
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-01142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01142
Number of participants with account balances2011-01-01123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-014
2009: VISITING NURSE ASSOC OF HANOVER AND SPRING GROVE INC 401K PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01144
Total number of active participants reported on line 7a of the Form 55002009-01-01120
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0116
Total of all active and inactive participants2009-01-01136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-01137
Number of participants with account balances2009-01-01119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-015

Financial Data on VISITING NURSE ASSOC OF HANOVER AND SPRING GROVE INC 401K PLAN

Measure Date Value
2022 : VISITING NURSE ASSOC OF HANOVER AND SPRING GROVE INC 401K 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$83
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-787,704
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,591,190
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,586,740
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$316,377
Value of total assets at end of year2022-12-31$4,487,916
Value of total assets at beginning of year2022-12-31$6,866,727
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$4,450
Total interest from all sources2022-12-31$3,004
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$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$286,968
Participant contributions at end of year2022-12-31$5,000
Participant contributions at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$15,274
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-2,378,894
Value of net assets at end of year (total assets less liabilities)2022-12-31$4,487,833
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$6,866,727
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$4,163,783
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$6,469,997
Interest earned on other investments2022-12-31$3,004
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$304,997
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$276,957
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,107,085
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$14,135
Employer contributions (assets) at end of year2022-12-31$14,136
Employer contributions (assets) at beginning of year2022-12-31$119,773
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,586,740
Contract administrator fees2022-12-31$4,450
Liabilities. Value of benefit claims payable at end of year2022-12-31$83
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31RKL, LLP
Accountancy firm EIN2022-12-31232108173
2021 : VISITING NURSE ASSOC OF HANOVER AND SPRING GROVE INC 401K 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$1,189,043
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$391,549
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$389,199
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$401,803
Value of total assets at end of year2021-12-31$6,866,727
Value of total assets at beginning of year2021-12-31$6,069,233
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$2,350
Total interest from all sources2021-12-31$2,541
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$270,491
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$17,327
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$797,494
Value of net assets at end of year (total assets less liabilities)2021-12-31$6,866,727
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$6,069,233
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$6,469,997
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$5,674,182
Interest earned on other investments2021-12-31$2,541
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$276,957
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$287,381
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$784,699
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$113,985
Employer contributions (assets) at end of year2021-12-31$119,773
Employer contributions (assets) at beginning of year2021-12-31$107,670
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$389,199
Contract administrator fees2021-12-31$2,350
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31RKL, LLP
Accountancy firm EIN2021-12-31232108173
2020 : VISITING NURSE ASSOC OF HANOVER AND SPRING GROVE INC 401K 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$1,503,256
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$150,525
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$148,025
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$514,250
Value of total assets at end of year2020-12-31$6,069,233
Value of total assets at beginning of year2020-12-31$4,716,502
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$2,500
Total interest from all sources2020-12-31$2,826
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$277,567
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$129,013
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,352,731
Value of net assets at end of year (total assets less liabilities)2020-12-31$6,069,233
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$4,716,502
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$5,674,182
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$4,273,271
Interest earned on other investments2020-12-31$2,826
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$287,381
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$273,785
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$986,180
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$107,670
Employer contributions (assets) at end of year2020-12-31$107,670
Employer contributions (assets) at beginning of year2020-12-31$169,446
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$148,025
Contract administrator fees2020-12-31$2,500
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$0
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31RKL, LLP
Accountancy firm EIN2020-12-31232108173
2019 : VISITING NURSE ASSOC OF HANOVER AND SPRING GROVE INC 401K 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$648
Total income from all sources (including contributions)2019-12-31$1,236,054
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$264,951
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$262,026
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$463,179
Value of total assets at end of year2019-12-31$4,716,502
Value of total assets at beginning of year2019-12-31$3,746,047
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$2,925
Total interest from all sources2019-12-31$3,090
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$270,905
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$22,828
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$971,103
Value of net assets at end of year (total assets less liabilities)2019-12-31$4,716,502
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$3,745,399
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$4,273,271
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$3,230,225
Interest earned on other investments2019-12-31$3,090
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$273,785
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$358,389
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$769,785
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$169,446
Employer contributions (assets) at end of year2019-12-31$169,446
Employer contributions (assets) at beginning of year2019-12-31$157,433
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$262,026
Contract administrator fees2019-12-31$2,925
Liabilities. Value of benefit claims payable at end of year2019-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$648
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 name2019-12-31RKL, LLP
Accountancy firm EIN2019-12-31232108173
2018 : VISITING NURSE ASSOC OF HANOVER AND SPRING GROVE INC 401K 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$648
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$244,508
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$197,446
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$195,596
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$446,018
Value of total assets at end of year2018-12-31$3,746,047
Value of total assets at beginning of year2018-12-31$3,698,337
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$1,850
Total interest from all sources2018-12-31$3,551
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$244,879
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$42,143
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$47,062
Value of net assets at end of year (total assets less liabilities)2018-12-31$3,745,399
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$3,698,337
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$3,230,225
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$3,179,581
Interest earned on other investments2018-12-31$3,551
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$358,389
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$375,198
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-205,061
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$158,996
Employer contributions (assets) at end of year2018-12-31$157,433
Employer contributions (assets) at beginning of year2018-12-31$143,558
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$195,596
Contract administrator fees2018-12-31$1,850
Liabilities. Value of benefit claims payable at end of year2018-12-31$648
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 name2018-12-31RKL, LLP
Accountancy firm EIN2018-12-31232108173
2017 : VISITING NURSE ASSOC OF HANOVER AND SPRING GROVE INC 401K 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$872,639
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$541,974
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$539,324
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$367,084
Value of total assets at end of year2017-12-31$3,698,337
Value of total assets at beginning of year2017-12-31$3,367,672
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$2,650
Total interest from all sources2017-12-31$4,331
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$223,012
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$330,665
Value of net assets at end of year (total assets less liabilities)2017-12-31$3,698,337
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$3,367,672
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$3,179,581
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$2,635,996
Interest earned on other investments2017-12-31$4,331
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$375,198
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$592,033
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$501,224
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$144,072
Employer contributions (assets) at end of year2017-12-31$143,558
Employer contributions (assets) at beginning of year2017-12-31$139,643
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$539,324
Contract administrator fees2017-12-31$2,650
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 name2017-12-31RKL, LLP
Accountancy firm EIN2017-12-31232108173
2016 : VISITING NURSE ASSOC OF HANOVER AND SPRING GROVE INC 401K PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$550,060
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$423,838
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$421,438
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$375,907
Value of total assets at end of year2016-12-31$3,367,672
Value of total assets at beginning of year2016-12-31$3,241,450
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$2,400
Total interest from all sources2016-12-31$5,855
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$236,264
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$126,222
Value of net assets at end of year (total assets less liabilities)2016-12-31$3,367,672
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$3,241,450
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$2,635,996
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$2,634,076
Interest earned on other investments2016-12-31$5,855
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$592,033
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$579,986
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$168,298
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$139,643
Employer contributions (assets) at end of year2016-12-31$139,643
Employer contributions (assets) at beginning of year2016-12-31$27,388
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$421,438
Contract administrator fees2016-12-31$2,400
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 name2016-12-31REINSEL KUNTZ LESHER LLP
Accountancy firm EIN2016-12-31232108173
2015 : VISITING NURSE ASSOC OF HANOVER AND SPRING GROVE INC 401K PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$27
Total income from all sources (including contributions)2015-12-31$216,878
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$246,773
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$243,123
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$261,572
Value of total assets at end of year2015-12-31$3,241,450
Value of total assets at beginning of year2015-12-31$3,271,372
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$3,650
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$327,135
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$234,134
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$27
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-29,895
Value of net assets at end of year (total assets less liabilities)2015-12-31$3,241,450
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$3,271,345
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$2,634,076
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$2,714,136
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$579,986
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$529,932
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-44,694
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$27,438
Employer contributions (assets) at end of year2015-12-31$27,388
Employer contributions (assets) at beginning of year2015-12-31$27,304
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$243,123
Contract administrator fees2015-12-31$3,650
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31REINSEL KUNTZ LESHER LLP
Accountancy firm EIN2015-12-31232108173
2014 : VISITING NURSE ASSOC OF HANOVER AND SPRING GROVE INC 401K PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$27
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$410,274
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$408,542
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$404,342
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$251,132
Value of total assets at end of year2014-12-31$3,271,372
Value of total assets at beginning of year2014-12-31$3,269,613
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$4,200
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$326,961
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$219,316
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$4,512
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$27
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$1,732
Value of net assets at end of year (total assets less liabilities)2014-12-31$3,271,345
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$3,269,613
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$2,714,136
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$2,737,226
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$529,932
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$488,265
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$159,142
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$27,304
Employer contributions (assets) at end of year2014-12-31$27,304
Employer contributions (assets) at beginning of year2014-12-31$44,122
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$404,342
Contract administrator fees2014-12-31$4,200
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31REINSEL KUNTZ LESHER LLP
Accountancy firm EIN2014-12-31232108173
2013 : VISITING NURSE ASSOC OF HANOVER AND SPRING GROVE INC 401K PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$2,807
Total income from all sources (including contributions)2013-12-31$707,413
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$594,256
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$587,339
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$273,753
Value of total assets at end of year2013-12-31$3,269,613
Value of total assets at beginning of year2013-12-31$3,159,263
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$6,917
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$6,917
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$325,000
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$225,234
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$4,397
Liabilities. Value of operating payables at end of year2013-12-31$0
Liabilities. Value of operating payables at beginning of year2013-12-31$2,807
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$113,157
Value of net assets at end of year (total assets less liabilities)2013-12-31$3,269,613
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$3,156,456
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$2,737,226
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$2,388,127
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$488,265
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$707,471
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$433,660
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$44,122
Employer contributions (assets) at end of year2013-12-31$44,122
Employer contributions (assets) at beginning of year2013-12-31$63,665
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$587,339
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31REINSEL KUNTZ LESHER LLP
Accountancy firm EIN2013-12-31232108173
2012 : VISITING NURSE ASSOC OF HANOVER AND SPRING GROVE INC 401K PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$2,807
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$4
Total income from all sources (including contributions)2012-12-31$596,090
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$162,943
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$157,560
Value of total corrective distributions2012-12-31$676
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$302,964
Value of total assets at end of year2012-12-31$3,159,263
Value of total assets at beginning of year2012-12-31$2,723,313
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$4,707
Total interest from all sources2012-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$4,707
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$275,000
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$235,091
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$4,208
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$4
Other income not declared elsewhere2012-12-31$2,807
Liabilities. Value of operating payables at end of year2012-12-31$2,807
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$433,147
Value of net assets at end of year (total assets less liabilities)2012-12-31$3,156,456
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$2,723,309
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$2,388,127
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$1,952,331
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$707,471
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$599,820
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$290,319
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$63,665
Employer contributions (assets) at end of year2012-12-31$63,665
Employer contributions (assets) at beginning of year2012-12-31$171,162
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$157,560
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31REINSEL KUNTZ LESHER LLP
Accountancy firm EIN2012-12-31232108173
2011 : VISITING NURSE ASSOC OF HANOVER AND SPRING GROVE INC 401K PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$4
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$435
Total income from all sources (including contributions)2011-12-31$359,794
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$308,366
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$306,471
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$420,515
Value of total assets at end of year2011-12-31$2,723,313
Value of total assets at beginning of year2011-12-31$2,672,316
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$1,895
Total interest from all sources2011-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$1,895
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$275,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$238,426
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$10,927
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$4
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$435
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$51,428
Value of net assets at end of year (total assets less liabilities)2011-12-31$2,723,309
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$2,671,881
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$1,952,331
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$1,896,680
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$599,820
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$613,139
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-60,721
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$171,162
Employer contributions (assets) at end of year2011-12-31$171,162
Employer contributions (assets) at beginning of year2011-12-31$162,497
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$306,471
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31REINSEL KUNTZ LESHER LLP
Accountancy firm EIN2011-12-31232108173
2010 : VISITING NURSE ASSOC OF HANOVER AND SPRING GROVE INC 401K PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$435
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$626,185
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$96,781
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$95,040
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$397,970
Value of total assets at end of year2010-12-31$2,672,316
Value of total assets at beginning of year2010-12-31$2,142,477
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$1,741
Total interest from all sources2010-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$1,741
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$275,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$234,502
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$578
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$435
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$529,404
Value of net assets at end of year (total assets less liabilities)2010-12-31$2,671,881
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$2,142,477
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$1,896,680
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$1,402,271
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$613,139
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$603,414
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$228,215
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$162,890
Employer contributions (assets) at end of year2010-12-31$162,497
Employer contributions (assets) at beginning of year2010-12-31$136,792
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$95,040
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31REINSEL KUNTZ LESHER LLP
Accountancy firm EIN2010-12-31232108173

Form 5500 Responses for VISITING NURSE ASSOC OF HANOVER AND SPRING GROVE INC 401K PLAN

2022: VISITING NURSE ASSOC OF HANOVER AND SPRING GROVE INC 401K 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 benefit arrangement – InsuranceYes
2021: VISITING NURSE ASSOC OF HANOVER AND SPRING GROVE INC 401K 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 benefit arrangement – InsuranceYes
2020: VISITING NURSE ASSOC OF HANOVER AND SPRING GROVE INC 401K 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 benefit arrangement – InsuranceYes
2019: VISITING NURSE ASSOC OF HANOVER AND SPRING GROVE INC 401K 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 benefit arrangement – InsuranceYes
2018: VISITING NURSE ASSOC OF HANOVER AND SPRING GROVE INC 401K 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 benefit arrangement – InsuranceYes
2017: VISITING NURSE ASSOC OF HANOVER AND SPRING GROVE INC 401K 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 benefit arrangement – InsuranceYes
2016: VISITING NURSE ASSOC OF HANOVER AND SPRING GROVE INC 401K PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan benefit arrangement – InsuranceYes
2015: VISITING NURSE ASSOC OF HANOVER AND SPRING GROVE INC 401K PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan benefit arrangement – InsuranceYes
2014: VISITING NURSE ASSOC OF HANOVER AND SPRING GROVE INC 401K PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan benefit arrangement – InsuranceYes
2013: VISITING NURSE ASSOC OF HANOVER AND SPRING GROVE INC 401K PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: VISITING NURSE ASSOC OF HANOVER AND SPRING GROVE INC 401K PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: VISITING NURSE ASSOC OF HANOVER AND SPRING GROVE INC 401K PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan benefit arrangement – InsuranceYes
2009: VISITING NURSE ASSOC OF HANOVER AND SPRING GROVE INC 401K PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number872914
Policy instance 1
Insurance contract or identification number872914
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $13,428
Total amount of fees paid to insurance companyUSD $0
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
Commission paid to Insurance BrokerUSD $7,194
Insurance broker organization code?3
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number872914
Policy instance 1
Insurance contract or identification number872914
Number of Individuals Covered98
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $15,793
Total amount of fees paid to insurance companyUSD $0
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
Commission paid to Insurance BrokerUSD $14,418
Insurance broker organization code?3
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number872914
Policy instance 1
Insurance contract or identification number872914
Number of Individuals Covered97
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $12,376
Total amount of fees paid to insurance companyUSD $2,377
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
Commission paid to Insurance BrokerUSD $12,376
Insurance broker organization code?3
Amount paid for insurance broker fees2377
Additional information about fees paid to insurance brokerTPA FEES PAID BY VOYA
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number872914
Policy instance 1
Insurance contract or identification number872914
Number of Individuals Covered98
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $10,291
Total amount of fees paid to insurance companyUSD $2,003
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
Commission paid to Insurance BrokerUSD $10,291
Insurance broker organization code?3
Amount paid for insurance broker fees2003
Additional information about fees paid to insurance brokerTPA FEES PAID BY VOYA
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number872914
Policy instance 1
Insurance contract or identification number872914
Number of Individuals Covered95
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $9,204
Total amount of fees paid to insurance companyUSD $1,823
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
Commission paid to Insurance BrokerUSD $9,204
Insurance broker organization code?3
Amount paid for insurance broker fees1823
Additional information about fees paid to insurance brokerTPA FEES PAID BY VOYA
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number872914
Policy instance 1
Insurance contract or identification number872914
Number of Individuals Covered92
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $8,386
Total amount of fees paid to insurance companyUSD $1,648
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
Commission paid to Insurance BrokerUSD $8,386
Insurance broker organization code?3
Amount paid for insurance broker fees1648
Additional information about fees paid to insurance brokerTPA FEES PAID BY VOYA
Insurance broker nameSMITH ELLIOTT KEARNS & COMPANY LLC

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