401k Plan data: SUN HEALTH SENIOR LIVING 401(K) PLAN plan

SUN HEALTH SENIOR LIVING 401(K) PLAN 401k Plan overview

Plan Name	SUN HEALTH SENIOR LIVING 401(K) PLAN
Plan identification number	001

SUN HEALTH SENIOR LIVING 401(K) PLAN Benefits

401k Plan Type

Defined 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.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Plan covering Self-Employed individuals.
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

SUN HEALTH SENIOR LIVING has sponsored the creation of one or more 401k plans.

Company Name: SUN HEALTH SENIOR LIVING

Employer identification number (EIN): 455456931

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SUN HEALTH SENIOR LIVING 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2019-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 SHARON GRAMBOW SHARON GRAMBOW 2018-10-15
001 2016-01-01 SHARON GRAMBOW
001 2015-01-01 SHARON GRAMBOW
001 2014-01-01 SHARON GRAMBOW SHARON GRAMBOW 2015-10-14
001 2013-01-01 SHARON GRAMBOW
001 2012-01-01 SHARON GRAMBOW

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2019-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01	SHARON GRAMBOW	SHARON GRAMBOW	2018-10-15
001	2016-01-01	SHARON GRAMBOW
001	2015-01-01	SHARON GRAMBOW
001	2014-01-01	SHARON GRAMBOW	SHARON GRAMBOW	2015-10-14
001	2013-01-01	SHARON GRAMBOW
001	2012-01-01	SHARON GRAMBOW

Plan Statistics for SUN HEALTH SENIOR LIVING 401(K) PLAN

401k plan membership statisitcs for SUN HEALTH SENIOR LIVING 401(K) PLAN

Measure Date Value
2019: SUN HEALTH SENIOR LIVING 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 570
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 555
Number of retired or separated participants receiving benefits 2019-01-01 1
Number of other retired or separated participants entitled to future benefits 2019-01-01 41
Total of all active and inactive participants 2019-01-01 597
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 597
Number of participants with account balances 2019-01-01 300
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 24
2018: SUN HEALTH SENIOR LIVING 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 545
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 524
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 46
Total of all active and inactive participants 2018-01-01 570
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 570
Number of participants with account balances 2018-01-01 242
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 5
2017: SUN HEALTH SENIOR LIVING 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 528
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 504
Number of retired or separated participants receiving benefits 2017-01-01 2
Number of other retired or separated participants entitled to future benefits 2017-01-01 39
Total of all active and inactive participants 2017-01-01 545
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 545
Number of participants with account balances 2017-01-01 221
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 20
2016: SUN HEALTH SENIOR LIVING 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 520
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 495
Number of retired or separated participants receiving benefits 2016-01-01 4
Number of other retired or separated participants entitled to future benefits 2016-01-01 34
Total of all active and inactive participants 2016-01-01 533
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 533
Number of participants with account balances 2016-01-01 223
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 18
2015: SUN HEALTH SENIOR LIVING 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 502
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 477
Number of retired or separated participants receiving benefits 2015-01-01 4
Number of other retired or separated participants entitled to future benefits 2015-01-01 35
Total of all active and inactive participants 2015-01-01 516
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 516
Number of participants with account balances 2015-01-01 229
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: SUN HEALTH SENIOR LIVING 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 475
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 459
Number of retired or separated participants receiving benefits 2014-01-01 7
Number of other retired or separated participants entitled to future benefits 2014-01-01 34
Total of all active and inactive participants 2014-01-01 500
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 500
Number of participants with account balances 2014-01-01 226
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 21
2013: SUN HEALTH SENIOR LIVING 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 500
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 423
Number of retired or separated participants receiving benefits 2013-01-01 1
Number of other retired or separated participants entitled to future benefits 2013-01-01 40
Total of all active and inactive participants 2013-01-01 464
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 464
Number of participants with account balances 2013-01-01 229
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 25
2012: SUN HEALTH SENIOR LIVING 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 429
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 418
Number of retired or separated participants receiving benefits 2012-01-01 5
Number of other retired or separated participants entitled to future benefits 2012-01-01 63
Total of all active and inactive participants 2012-01-01 486
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 486
Number of participants with account balances 2012-01-01 270
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 32

Measure	Date	Value
2019: SUN HEALTH SENIOR LIVING 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	570
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	555
Number of retired or separated participants receiving benefits	2019-01-01	1
Number of other retired or separated participants entitled to future benefits	2019-01-01	41
Total of all active and inactive participants	2019-01-01	597
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	597
Number of participants with account balances	2019-01-01	300
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	24
2018: SUN HEALTH SENIOR LIVING 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	545
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	524
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	46
Total of all active and inactive participants	2018-01-01	570
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	570
Number of participants with account balances	2018-01-01	242
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	5
2017: SUN HEALTH SENIOR LIVING 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	528
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	504
Number of retired or separated participants receiving benefits	2017-01-01	2
Number of other retired or separated participants entitled to future benefits	2017-01-01	39
Total of all active and inactive participants	2017-01-01	545
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	545
Number of participants with account balances	2017-01-01	221
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	20
2016: SUN HEALTH SENIOR LIVING 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	520
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	495
Number of retired or separated participants receiving benefits	2016-01-01	4
Number of other retired or separated participants entitled to future benefits	2016-01-01	34
Total of all active and inactive participants	2016-01-01	533
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	533
Number of participants with account balances	2016-01-01	223
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	18
2015: SUN HEALTH SENIOR LIVING 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	502
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	477
Number of retired or separated participants receiving benefits	2015-01-01	4
Number of other retired or separated participants entitled to future benefits	2015-01-01	35
Total of all active and inactive participants	2015-01-01	516
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	516
Number of participants with account balances	2015-01-01	229
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: SUN HEALTH SENIOR LIVING 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	475
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	459
Number of retired or separated participants receiving benefits	2014-01-01	7
Number of other retired or separated participants entitled to future benefits	2014-01-01	34
Total of all active and inactive participants	2014-01-01	500
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	500
Number of participants with account balances	2014-01-01	226
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	21
2013: SUN HEALTH SENIOR LIVING 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	500
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	423
Number of retired or separated participants receiving benefits	2013-01-01	1
Number of other retired or separated participants entitled to future benefits	2013-01-01	40
Total of all active and inactive participants	2013-01-01	464
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	464
Number of participants with account balances	2013-01-01	229
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	25
2012: SUN HEALTH SENIOR LIVING 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	429
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	418
Number of retired or separated participants receiving benefits	2012-01-01	5
Number of other retired or separated participants entitled to future benefits	2012-01-01	63
Total of all active and inactive participants	2012-01-01	486
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	486
Number of participants with account balances	2012-01-01	270
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	32

Financial Data on SUN HEALTH SENIOR LIVING 401(K) PLAN

Measure	Date	Value
2019 : SUN HEALTH SENIOR LIVING 401(K) PLAN 2019 401k financial data
Unrealized appreciation/depreciation of real estate assets	2019-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2019-12-31	$0
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total transfer of assets to this plan	2019-12-31	$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
Expenses. Interest paid	2019-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$1,821,007
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$644,071
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$599,755
Expenses. Certain deemed distributions of participant loans	2019-12-31	$0
Value of total corrective distributions	2019-12-31	$7,778
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$725,261
Value of total assets at end of year	2019-12-31	$6,724,588
Value of total assets at beginning of year	2019-12-31	$5,547,652
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$36,538
Total income from rents	2019-12-31	$0
Total interest from all sources	2019-12-31	$9,843
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$802,158
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$802,158
Assets. Real estate other than employer real property at end of year	2019-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2019-12-31	$0
Administrative expenses professional fees incurred	2019-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2019-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2019-12-31	$0
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$565,610
Participant contributions at end of year	2019-12-31	$184,584
Participant contributions at beginning of year	2019-12-31	$213,978
Participant contributions at end of year	2019-12-31	$0
Participant contributions at beginning of year	2019-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2019-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2019-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$17,657
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2019-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-12-31	$0
Assets. Loans (other than to participants) at end of year	2019-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2019-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2019-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-12-31	$0
Other income not declared elsewhere	2019-12-31	$0
Administrative expenses (other) incurred	2019-12-31	$36,538
Liabilities. Value of operating payables at end of year	2019-12-31	$0
Liabilities. Value of operating payables at beginning of year	2019-12-31	$0
Total non interest bearing cash at end of year	2019-12-31	$0
Total non interest bearing cash at beginning of year	2019-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Income. Non cash contributions	2019-12-31	$0
Value of net income/loss	2019-12-31	$1,176,936
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$6,724,588
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$5,547,652
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Assets. partnership/joint venture interests at end of year	2019-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2019-12-31	$0
Investment advisory and management fees	2019-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$6,295,455
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$5,066,786
Value of interest in pooled separate accounts at end of year	2019-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$0
Interest on participant loans	2019-12-31	$9,843
Income. Interest from loans (other than to participants)	2019-12-31	$0
Interest earned on other investments	2019-12-31	$0
Income. Interest from US Government securities	2019-12-31	$0
Income. Interest from corporate debt instruments	2019-12-31	$0
Value of interest in master investment trust accounts at end of year	2019-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2019-12-31	$0
Value of interest in common/collective trusts at end of year	2019-12-31	$244,549
Value of interest in common/collective trusts at beginning of year	2019-12-31	$266,888
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$0
Assets. Value of investments in 103.12 investment entities at end of year	2019-12-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2019-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2019-12-31	$0
Asset value of US Government securities at end of year	2019-12-31	$0
Asset value of US Government securities at beginning of year	2019-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$279,171
Net investment gain/loss from pooled separate accounts	2019-12-31	$0
Net investment gain or loss from common/collective trusts	2019-12-31	$4,574
Net gain/loss from 103.12 investment entities	2019-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Assets. Invements in employer securities at end of year	2019-12-31	$0
Assets. Invements in employer securities at beginning of year	2019-12-31	$0
Assets. Value of employer real property at end of year	2019-12-31	$0
Assets. Value of employer real property at beginning of year	2019-12-31	$0
Contributions received in cash from employer	2019-12-31	$141,994
Employer contributions (assets) at end of year	2019-12-31	$0
Employer contributions (assets) at beginning of year	2019-12-31	$0
Income. Dividends from preferred stock	2019-12-31	$0
Income. Dividends from common stock	2019-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$599,755
Asset. Corporate debt instrument preferred debt at end of year	2019-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2019-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2019-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2019-12-31	$0
Contract administrator fees	2019-12-31	$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2019-12-31	No
Assets. Corporate common stocks other than exployer securities at end of year	2019-12-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2019-12-31	$0
Liabilities. Value of benefit claims payable at end of year	2019-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2019-12-31	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2019-12-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2019-12-31	$0
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Aggregate proceeds on sale of assets	2019-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2019-12-31	$0
Liabilities. Value of acquisition indebtedness at end of year	2019-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2019-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	PLANTE & MORAN PLLC
Accountancy firm EIN	2019-12-31	381357951
2018 : SUN HEALTH SENIOR LIVING 401(K) PLAN 2018 401k financial data
Unrealized appreciation/depreciation of real estate assets	2018-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2018-12-31	$0
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total transfer of assets to this plan	2018-12-31	$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
Expenses. Interest paid	2018-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$654,841
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$836,478
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$810,058
Expenses. Certain deemed distributions of participant loans	2018-12-31	$0
Value of total corrective distributions	2018-12-31	$19,910
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$587,558
Value of total assets at end of year	2018-12-31	$5,547,652
Value of total assets at beginning of year	2018-12-31	$5,729,289
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$6,510
Total income from rents	2018-12-31	$0
Total interest from all sources	2018-12-31	$6,765
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$207,012
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$207,012
Assets. Real estate other than employer real property at end of year	2018-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2018-12-31	$0
Administrative expenses professional fees incurred	2018-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2018-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2018-12-31	$0
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$432,385
Participant contributions at end of year	2018-12-31	$213,978
Participant contributions at beginning of year	2018-12-31	$156,339
Participant contributions at end of year	2018-12-31	$0
Participant contributions at beginning of year	2018-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2018-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2018-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$22,212
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2018-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2018-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2018-12-31	$4,335
Assets. Loans (other than to participants) at end of year	2018-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2018-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2018-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2018-12-31	$0
Other income not declared elsewhere	2018-12-31	$-2,953
Administrative expenses (other) incurred	2018-12-31	$6,510
Liabilities. Value of operating payables at end of year	2018-12-31	$0
Liabilities. Value of operating payables at beginning of year	2018-12-31	$0
Total non interest bearing cash at end of year	2018-12-31	$0
Total non interest bearing cash at beginning of year	2018-12-31	$54
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Income. Non cash contributions	2018-12-31	$0
Value of net income/loss	2018-12-31	$-181,637
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$5,547,652
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$5,729,289
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Assets. partnership/joint venture interests at end of year	2018-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2018-12-31	$0
Investment advisory and management fees	2018-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$5,066,786
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$5,283,224
Value of interest in pooled separate accounts at end of year	2018-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$0
Interest on participant loans	2018-12-31	$6,765
Income. Interest from loans (other than to participants)	2018-12-31	$0
Interest earned on other investments	2018-12-31	$0
Income. Interest from US Government securities	2018-12-31	$0
Income. Interest from corporate debt instruments	2018-12-31	$0
Value of interest in master investment trust accounts at end of year	2018-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2018-12-31	$0
Value of interest in common/collective trusts at end of year	2018-12-31	$266,888
Value of interest in common/collective trusts at beginning of year	2018-12-31	$285,337
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-12-31	$0
Assets. Value of investments in 103.12 investment entities at end of year	2018-12-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2018-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2018-12-31	$0
Asset value of US Government securities at end of year	2018-12-31	$0
Asset value of US Government securities at beginning of year	2018-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-144,007
Net investment gain/loss from pooled separate accounts	2018-12-31	$0
Net investment gain or loss from common/collective trusts	2018-12-31	$466
Net gain/loss from 103.12 investment entities	2018-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Assets. Invements in employer securities at end of year	2018-12-31	$0
Assets. Invements in employer securities at beginning of year	2018-12-31	$0
Assets. Value of employer real property at end of year	2018-12-31	$0
Assets. Value of employer real property at beginning of year	2018-12-31	$0
Contributions received in cash from employer	2018-12-31	$132,961
Employer contributions (assets) at end of year	2018-12-31	$0
Employer contributions (assets) at beginning of year	2018-12-31	$0
Income. Dividends from preferred stock	2018-12-31	$0
Income. Dividends from common stock	2018-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$810,058
Asset. Corporate debt instrument preferred debt at end of year	2018-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2018-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2018-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2018-12-31	$0
Contract administrator fees	2018-12-31	$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2018-12-31	Yes
Assets. Corporate common stocks other than exployer securities at end of year	2018-12-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2018-12-31	$0
Liabilities. Value of benefit claims payable at end of year	2018-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2018-12-31	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2018-12-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2018-12-31	$0
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Aggregate proceeds on sale of assets	2018-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2018-12-31	$0
Liabilities. Value of acquisition indebtedness at end of year	2018-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2018-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	PLANTE & MORAN PLLC
Accountancy firm EIN	2018-12-31	381357951
2017 : SUN HEALTH SENIOR LIVING 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$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	$1,529,992
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$425,544
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$380,279
Expenses. Certain deemed distributions of participant loans	2017-12-31	$11,443
Value of total corrective distributions	2017-12-31	$27,334
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$582,273
Value of total assets at end of year	2017-12-31	$5,729,289
Value of total assets at beginning of year	2017-12-31	$4,624,841
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$6,488
Total interest from all sources	2017-12-31	$5,029
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$271,171
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$271,171
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$432,808
Participant contributions at end of year	2017-12-31	$156,339
Participant contributions at beginning of year	2017-12-31	$139,188
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$33,747
Value of other receiveables (less allowance for doubtful accounts) at end of year	2017-12-31	$4,335
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2017-12-31	$4,861
Total non interest bearing cash at end of year	2017-12-31	$54
Total non interest bearing cash at beginning of year	2017-12-31	$3,026
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$1,104,448
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$5,729,289
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$4,624,841
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$5,283,224
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$4,140,938
Interest on participant loans	2017-12-31	$5,029
Value of interest in common/collective trusts at end of year	2017-12-31	$285,337
Value of interest in common/collective trusts at beginning of year	2017-12-31	$336,828
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$667,993
Net investment gain or loss from common/collective trusts	2017-12-31	$3,526
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$115,718
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$380,279
Contract administrator fees	2017-12-31	$6,488
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	PLANTE & MORAN PLLC
Accountancy firm EIN	2017-12-31	381357951
2016 : SUN HEALTH SENIOR LIVING 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$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	$895,587
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$700,053
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$665,356
Value of total corrective distributions	2016-12-31	$27,625
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$544,655
Value of total assets at end of year	2016-12-31	$4,624,841
Value of total assets at beginning of year	2016-12-31	$4,429,307
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$7,072
Total interest from all sources	2016-12-31	$4,824
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 year	2016-12-31	No
Administrative expenses professional fees incurred	2016-12-31	$7,072
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$409,993
Participant contributions at end of year	2016-12-31	$139,188
Participant contributions at beginning of year	2016-12-31	$154,523
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$10,958
Value of other receiveables (less allowance for doubtful accounts) at end of year	2016-12-31	$4,861
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2016-12-31	$1,452
Total non interest bearing cash at end of year	2016-12-31	$3,026
Total non interest bearing cash at beginning of year	2016-12-31	$160
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$195,534
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$4,624,841
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$4,429,307
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$4,140,938
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$3,959,846
Interest on participant loans	2016-12-31	$4,824
Value of interest in common/collective trusts at end of year	2016-12-31	$336,828
Value of interest in common/collective trusts at beginning of year	2016-12-31	$313,326
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$343,236
Net investment gain or loss from common/collective trusts	2016-12-31	$2,872
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$123,704
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$665,356
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	PLANTE & MORAN PLLC
Accountancy firm EIN	2016-12-31	381357951
2015 : SUN HEALTH SENIOR LIVING 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$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	$0
Total income from all sources (including contributions)	2015-12-31	$650,554
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$438,733
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$431,784
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$583,109
Value of total assets at end of year	2015-12-31	$4,429,307
Value of total assets at beginning of year	2015-12-31	$4,217,486
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$6,949
Total interest from all sources	2015-12-31	$5,038
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 year	2015-12-31	No
Administrative expenses professional fees incurred	2015-12-31	$6,949
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$440,107
Participant contributions at end of year	2015-12-31	$154,523
Participant contributions at beginning of year	2015-12-31	$152,386
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$27,246
Value of other receiveables (less allowance for doubtful accounts) at end of year	2015-12-31	$1,452
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2015-12-31	$10,742
Other income not declared elsewhere	2015-12-31	$7,329
Total non interest bearing cash at end of year	2015-12-31	$160
Total non interest bearing cash at beginning of year	2015-12-31	$8,735
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$211,821
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$4,429,307
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$4,217,486
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$3,959,846
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$3,683,707
Interest on participant loans	2015-12-31	$5,038
Value of interest in common/collective trusts at end of year	2015-12-31	$313,326
Value of interest in common/collective trusts at beginning of year	2015-12-31	$361,916
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$36,566
Net investment gain or loss from common/collective trusts	2015-12-31	$18,512
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$115,756
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$431,784
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	PLANTE & MORAN PLLC
Accountancy firm EIN	2015-12-31	381357951
2014 : SUN HEALTH SENIOR LIVING 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
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	$760,669
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$429,439
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$386,423
Expenses. Certain deemed distributions of participant loans	2014-12-31	$36,151
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$488,456
Value of total assets at end of year	2014-12-31	$4,217,486
Value of total assets at beginning of year	2014-12-31	$3,886,256
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$6,865
Total interest from all sources	2014-12-31	$6,925
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$246,440
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$246,440
Administrative expenses professional fees incurred	2014-12-31	$6,865
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$400,344
Participant contributions at end of year	2014-12-31	$152,386
Participant contributions at beginning of year	2014-12-31	$172,840
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$2,397
Value of other receiveables (less allowance for doubtful accounts) at end of year	2014-12-31	$10,742
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2014-12-31	$5,147
Other income not declared elsewhere	2014-12-31	$1,444
Total non interest bearing cash at end of year	2014-12-31	$8,735
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$331,230
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$4,217,486
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$3,886,256
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$3,683,707
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$3,360,854
Interest on participant loans	2014-12-31	$6,925
Value of interest in common/collective trusts at end of year	2014-12-31	$361,916
Value of interest in common/collective trusts at beginning of year	2014-12-31	$347,415
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$15,320
Net investment gain or loss from common/collective trusts	2014-12-31	$2,084
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$85,715
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$386,423
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	PLANTE & MORAN PLLC
Accountancy firm EIN	2014-12-31	381357951
2013 : SUN HEALTH SENIOR LIVING 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$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	$0
Total income from all sources (including contributions)	2013-12-31	$1,164,004
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$509,268
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$500,852
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$482,039
Value of total assets at end of year	2013-12-31	$3,886,256
Value of total assets at beginning of year	2013-12-31	$3,231,520
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$8,416
Total interest from all sources	2013-12-31	$7,127
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$139,457
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$139,457
Administrative expenses professional fees incurred	2013-12-31	$8,416
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$414,302
Participant contributions at end of year	2013-12-31	$172,840
Participant contributions at beginning of year	2013-12-31	$183,810
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$16,095
Value of other receiveables (less allowance for doubtful accounts) at end of year	2013-12-31	$5,147
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2013-12-31	$1,688
Other income not declared elsewhere	2013-12-31	$2,762
Total non interest bearing cash at beginning of year	2013-12-31	$22,625
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$654,736
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$3,886,256
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$3,231,520
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$3,360,854
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$2,377,828
Income. Interest from loans (other than to participants)	2013-12-31	$7,127
Value of interest in common/collective trusts at end of year	2013-12-31	$347,415
Value of interest in common/collective trusts at beginning of year	2013-12-31	$645,569
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$528,500
Net investment gain or loss from common/collective trusts	2013-12-31	$4,119
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$51,642
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$500,852
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	PLANTE & MORAN PLLC
Accountancy firm EIN	2013-12-31	381357951
2012 : SUN HEALTH SENIOR LIVING 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$865,952
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$628,517
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$605,513
Expenses. Certain deemed distributions of participant loans	2012-12-31	$17,995
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$494,979
Value of total assets at end of year	2012-12-31	$3,231,520
Value of total assets at beginning of year	2012-12-31	$2,994,085
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$5,009
Total interest from all sources	2012-12-31	$8,157
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$61,274
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$61,274
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$434,327
Participant contributions at end of year	2012-12-31	$183,810
Participant contributions at beginning of year	2012-12-31	$156,387
Value of other receiveables (less allowance for doubtful accounts) at end of year	2012-12-31	$1,688
Other income not declared elsewhere	2012-12-31	$51
Administrative expenses (other) incurred	2012-12-31	$5,009
Total non interest bearing cash at end of year	2012-12-31	$22,625
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$237,435
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$3,231,520
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$2,994,085
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$2,377,828
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$2,135,234
Income. Interest from loans (other than to participants)	2012-12-31	$8,157
Value of interest in common/collective trusts at end of year	2012-12-31	$645,569
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$702,464
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$293,883
Net investment gain or loss from common/collective trusts	2012-12-31	$7,608
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$60,652
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$605,513
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	PLANTE & MORAN PLLC
Accountancy firm EIN	2012-12-31	381357951

Form 5500 Responses for SUN HEALTH SENIOR LIVING 401(K) PLAN

2019: SUN HEALTH SENIOR LIVING 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: SUN HEALTH SENIOR LIVING 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: SUN HEALTH SENIOR LIVING 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: SUN HEALTH SENIOR LIVING 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: SUN HEALTH SENIOR LIVING 401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: SUN HEALTH SENIOR LIVING 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: SUN HEALTH SENIOR LIVING 401(K) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: SUN HEALTH SENIOR LIVING 401(K) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

GA-822886

Policy instance

Insurance contract or identification number	GA-822886
Number of Individuals Covered	0
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	SUN HEALTH SENIOR LIVING
Employer identification number (EIN):	455456931
NAIC Classification:	623000
NAIC Description:	Nursing and Residential Care Facilities