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GREENE COUNTY HEALTH CARE, INC. 401(K) PLAN 401k Plan overview

Plan NameGREENE COUNTY HEALTH CARE, INC. 401(K) PLAN
Plan identification number 001

GREENE COUNTY HEALTH CARE, INC. 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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

GREENE COUNTY HEALTH CARE, INC. has sponsored the creation of one or more 401k plans.

Company Name:GREENE COUNTY HEALTH CARE, INC.
Employer identification number (EIN):560992353
NAIC Classification:621610
NAIC Description:Home Health Care Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GREENE COUNTY HEALTH CARE, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-07-01
0012021-07-01
0012020-07-01SUSAN POWLEY2022-03-28
0012019-07-01DANIEL PERRITT2021-04-21
0012019-07-01DANIEL PERRITT2021-04-13
0012018-07-01MELISSA TORRES2020-01-29
0012017-07-01
0012016-07-01
0012015-07-01
0012014-07-01
0012013-07-01BEVERLY STROUD BEVERLY STROUD2015-04-14
0012012-07-01BEVERLY STROUD BEVERLY STROUD2014-04-15
0012011-07-01BEVERLY STROUD BEVERLY STROUD2013-04-12
0012009-07-01BEVERLY STROUD BEVERLY STROUD2011-04-06

Plan Statistics for GREENE COUNTY HEALTH CARE, INC. 401(K) PLAN

401k plan membership statisitcs for GREENE COUNTY HEALTH CARE, INC. 401(K) PLAN

Measure Date Value
2022: GREENE COUNTY HEALTH CARE, INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-07-01234
Total number of active participants reported on line 7a of the Form 55002022-07-01149
Number of retired or separated participants receiving benefits2022-07-015
Number of other retired or separated participants entitled to future benefits2022-07-0145
Total of all active and inactive participants2022-07-01199
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-07-010
Total participants2022-07-01199
Number of participants with account balances2022-07-01197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-07-0131
2021: GREENE COUNTY HEALTH CARE, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-07-01192
Total number of active participants reported on line 7a of the Form 55002021-07-01155
Number of retired or separated participants receiving benefits2021-07-0110
Number of other retired or separated participants entitled to future benefits2021-07-0173
Total of all active and inactive participants2021-07-01238
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-010
Total participants2021-07-01238
Number of participants with account balances2021-07-01237
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-0137
2020: GREENE COUNTY HEALTH CARE, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-07-01184
Total number of active participants reported on line 7a of the Form 55002020-07-01124
Number of retired or separated participants receiving benefits2020-07-010
Number of other retired or separated participants entitled to future benefits2020-07-0139
Total of all active and inactive participants2020-07-01163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-010
Total participants2020-07-01163
Number of participants with account balances2020-07-01163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-0110
2019: GREENE COUNTY HEALTH CARE, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-07-01179
Total number of active participants reported on line 7a of the Form 55002019-07-01122
Number of retired or separated participants receiving benefits2019-07-011
Number of other retired or separated participants entitled to future benefits2019-07-0150
Total of all active and inactive participants2019-07-01173
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-010
Total participants2019-07-01173
Number of participants with account balances2019-07-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-016
2018: GREENE COUNTY HEALTH CARE, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-01175
Total number of active participants reported on line 7a of the Form 55002018-07-01130
Number of retired or separated participants receiving benefits2018-07-010
Number of other retired or separated participants entitled to future benefits2018-07-0144
Total of all active and inactive participants2018-07-01174
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-010
Total participants2018-07-01174
Number of participants with account balances2018-07-01174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-017
2017: GREENE COUNTY HEALTH CARE, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-01185
Total number of active participants reported on line 7a of the Form 55002017-07-01137
Number of retired or separated participants receiving benefits2017-07-011
Number of other retired or separated participants entitled to future benefits2017-07-0125
Total of all active and inactive participants2017-07-01163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-010
Total participants2017-07-01163
Number of participants with account balances2017-07-01163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-010
2016: GREENE COUNTY HEALTH CARE, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-01159
Total number of active participants reported on line 7a of the Form 55002016-07-01120
Number of retired or separated participants receiving benefits2016-07-013
Number of other retired or separated participants entitled to future benefits2016-07-0142
Total of all active and inactive participants2016-07-01165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-010
Total participants2016-07-01165
Number of participants with account balances2016-07-01165
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-011
2015: GREENE COUNTY HEALTH CARE, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-01152
Total number of active participants reported on line 7a of the Form 55002015-07-01113
Number of retired or separated participants receiving benefits2015-07-014
Number of other retired or separated participants entitled to future benefits2015-07-0137
Total of all active and inactive participants2015-07-01154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-010
Total participants2015-07-01154
Number of participants with account balances2015-07-01154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-011
2014: GREENE COUNTY HEALTH CARE, INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-01144
Total number of active participants reported on line 7a of the Form 55002014-07-01107
Number of retired or separated participants receiving benefits2014-07-010
Number of other retired or separated participants entitled to future benefits2014-07-0139
Total of all active and inactive participants2014-07-01146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-010
Total participants2014-07-01146
Number of participants with account balances2014-07-01146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-019
2013: GREENE COUNTY HEALTH CARE, INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-01127
Total number of active participants reported on line 7a of the Form 55002013-07-01108
Number of other retired or separated participants entitled to future benefits2013-07-0129
Total of all active and inactive participants2013-07-01137
Total participants2013-07-01137
Number of participants with account balances2013-07-01137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-0111
2012: GREENE COUNTY HEALTH CARE, INC. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-01147
Total number of active participants reported on line 7a of the Form 55002012-07-01101
Number of retired or separated participants receiving benefits2012-07-010
Number of other retired or separated participants entitled to future benefits2012-07-0122
Total of all active and inactive participants2012-07-01123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-010
Total participants2012-07-01123
Number of participants with account balances2012-07-01123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-014
2011: GREENE COUNTY HEALTH CARE, INC. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-01141
Total number of active participants reported on line 7a of the Form 55002011-07-01100
Number of retired or separated participants receiving benefits2011-07-010
Number of other retired or separated participants entitled to future benefits2011-07-0149
Total of all active and inactive participants2011-07-01149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-010
Total participants2011-07-01149
Number of participants with account balances2011-07-01147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-0111
2009: GREENE COUNTY HEALTH CARE, INC. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-01127
Total number of active participants reported on line 7a of the Form 55002009-07-0192
Number of retired or separated participants receiving benefits2009-07-010
Number of other retired or separated participants entitled to future benefits2009-07-0132
Total of all active and inactive participants2009-07-01124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-010
Total participants2009-07-01124
Number of participants with account balances2009-07-01123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-0110

Financial Data on GREENE COUNTY HEALTH CARE, INC. 401(K) PLAN

Measure Date Value
2023 : GREENE COUNTY HEALTH CARE, INC. 401(K) PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-06-30$0
Total income from all sources (including contributions)2023-06-30$2,000,598
Total loss/gain on sale of assets2023-06-30$0
Total of all expenses incurred2023-06-30$1,364,204
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-06-30$1,317,454
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-06-30$1,169,460
Value of total assets at end of year2023-06-30$8,217,666
Value of total assets at beginning of year2023-06-30$7,581,272
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-06-30$46,750
Total interest from all sources2023-06-30$9,833
Total dividends received (eg from common stock, registered investment company shares)2023-06-30$0
Administrative expenses professional fees incurred2023-06-30$46,750
Was this plan covered by a fidelity bond2023-06-30Yes
Value of fidelity bond cover2023-06-30$500,000
If this is an individual account plan, was there a blackout period2023-06-30No
Were there any nonexempt tranactions with any party-in-interest2023-06-30No
Contributions received from participants2023-06-30$680,638
Participant contributions at end of year2023-06-30$205,815
Participant contributions at beginning of year2023-06-30$101,055
Income. Received or receivable in cash from other sources (including rollovers)2023-06-30$22,298
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-06-30No
Value of net income/loss2023-06-30$636,394
Value of net assets at end of year (total assets less liabilities)2023-06-30$8,217,666
Value of net assets at beginning of year (total assets less liabilities)2023-06-30$7,581,272
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2023-06-30No
Were any leases to which the plan was party in default or uncollectible2023-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-06-30$7,480,108
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-06-30$6,954,763
Income. Interest from loans (other than to participants)2023-06-30$9,833
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-06-30$299,507
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-06-30$284,904
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-06-30$821,305
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-06-30No
Was there a failure to transmit to the plan any participant contributions2023-06-30No
Has the plan failed to provide any benefit when due under the plan2023-06-30No
Contributions received in cash from employer2023-06-30$466,524
Employer contributions (assets) at end of year2023-06-30$232,236
Employer contributions (assets) at beginning of year2023-06-30$240,550
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-06-30$1,317,454
Did the plan have assets held for investment2023-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-06-30No
Opinion of an independent qualified public accountant for this plan2023-06-30Unqualified
Accountancy firm name2023-06-30FORVIS, LLP
Accountancy firm EIN2023-06-30440160260
2022 : GREENE COUNTY HEALTH CARE, INC. 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total income from all sources (including contributions)2022-06-30$147,182
Total loss/gain on sale of assets2022-06-30$0
Total of all expenses incurred2022-06-30$896,970
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$829,238
Expenses. Certain deemed distributions of participant loans2022-06-30$12,050
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$1,418,940
Value of total assets at end of year2022-06-30$7,581,272
Value of total assets at beginning of year2022-06-30$8,331,060
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$55,682
Total interest from all sources2022-06-30$6,474
Total dividends received (eg from common stock, registered investment company shares)2022-06-30$896,822
Total dividends received from registered investment company shares (eg mutual funds)2022-06-30$896,822
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$500,000
If this is an individual account plan, was there a blackout period2022-06-30No
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Contributions received from participants2022-06-30$747,181
Participant contributions at end of year2022-06-30$101,055
Participant contributions at beginning of year2022-06-30$156,477
Income. Received or receivable in cash from other sources (including rollovers)2022-06-30$141,998
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$-749,788
Value of net assets at end of year (total assets less liabilities)2022-06-30$7,581,272
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$8,331,060
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30No
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Investment advisory and management fees2022-06-30$55,682
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-06-30$6,954,763
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-06-30$7,265,181
Income. Interest from loans (other than to participants)2022-06-30$6,474
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-06-30$284,904
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-06-30$457,748
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-06-30$-2,175,054
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30No
Was there a failure to transmit to the plan any participant contributions2022-06-30No
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Contributions received in cash from employer2022-06-30$529,761
Employer contributions (assets) at end of year2022-06-30$240,550
Employer contributions (assets) at beginning of year2022-06-30$451,654
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$829,238
Did the plan have assets held for investment2022-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-30No
Opinion of an independent qualified public accountant for this plan2022-06-30Unqualified
Accountancy firm name2022-06-30FORVIS, LLP
Accountancy firm EIN2022-06-30440160260
2021 : GREENE COUNTY HEALTH CARE, INC. 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total income from all sources (including contributions)2021-06-30$2,585,648
Total loss/gain on sale of assets2021-06-30$0
Total of all expenses incurred2021-06-30$441,287
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$398,667
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$948,039
Value of total assets at end of year2021-06-30$8,331,060
Value of total assets at beginning of year2021-06-30$6,186,699
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$42,620
Total interest from all sources2021-06-30$7,856
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$500,000
If this is an individual account plan, was there a blackout period2021-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-06-30$0
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Contributions received from participants2021-06-30$493,262
Participant contributions at end of year2021-06-30$156,477
Participant contributions at beginning of year2021-06-30$153,846
Income. Received or receivable in cash from other sources (including rollovers)2021-06-30$3,123
Other income not declared elsewhere2021-06-30$3,958
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$2,144,361
Value of net assets at end of year (total assets less liabilities)2021-06-30$8,331,060
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$6,186,699
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Investment advisory and management fees2021-06-30$42,620
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-06-30$7,265,181
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-06-30$5,160,350
Interest on participant loans2021-06-30$7,856
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-06-30$457,748
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-06-30$422,549
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-06-30$1,625,795
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30No
Was there a failure to transmit to the plan any participant contributions2021-06-30No
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Contributions received in cash from employer2021-06-30$451,654
Employer contributions (assets) at end of year2021-06-30$451,654
Employer contributions (assets) at beginning of year2021-06-30$449,954
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$398,667
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Opinion of an independent qualified public accountant for this plan2021-06-30Disclaimer
Accountancy firm name2021-06-30DIXON HUGHES GOODMAN, LLP
Accountancy firm EIN2021-06-30560747981
2020 : GREENE COUNTY HEALTH CARE, INC. 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total income from all sources (including contributions)2020-06-30$1,091,706
Total loss/gain on sale of assets2020-06-30$0
Total of all expenses incurred2020-06-30$477,239
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$440,458
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$890,402
Value of total assets at end of year2020-06-30$6,186,699
Value of total assets at beginning of year2020-06-30$5,572,232
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$36,781
Total interest from all sources2020-06-30$8,913
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$500,000
If this is an individual account plan, was there a blackout period2020-06-30No
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Contributions received from participants2020-06-30$438,367
Participant contributions at end of year2020-06-30$153,846
Participant contributions at beginning of year2020-06-30$169,748
Income. Received or receivable in cash from other sources (including rollovers)2020-06-30$2,081
Other income not declared elsewhere2020-06-30$2,992
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$614,467
Value of net assets at end of year (total assets less liabilities)2020-06-30$6,186,699
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$5,572,232
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Investment advisory and management fees2020-06-30$36,781
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-06-30$5,160,350
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$4,728,509
Value of interest in pooled separate accounts at end of year2020-06-30$0
Value of interest in pooled separate accounts at beginning of year2020-06-30$0
Interest on participant loans2020-06-30$8,913
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-06-30$422,549
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-06-30$208,836
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-06-30$189,399
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30No
Was there a failure to transmit to the plan any participant contributions2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Contributions received in cash from employer2020-06-30$449,954
Employer contributions (assets) at end of year2020-06-30$449,954
Employer contributions (assets) at beginning of year2020-06-30$465,139
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$440,458
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30Yes
Opinion of an independent qualified public accountant for this plan2020-06-30Disclaimer
Accountancy firm name2020-06-30DIXON HUGHES GOODMAN, LLP
Accountancy firm EIN2020-06-30560747981
2019 : GREENE COUNTY HEALTH CARE, INC. 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total income from all sources (including contributions)2019-06-30$1,208,844
Total loss/gain on sale of assets2019-06-30$0
Total of all expenses incurred2019-06-30$1,185,786
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$1,149,958
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$875,895
Value of total assets at end of year2019-06-30$5,572,232
Value of total assets at beginning of year2019-06-30$5,549,174
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$35,828
Total interest from all sources2019-06-30$8,261
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$500,000
If this is an individual account plan, was there a blackout period2019-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-06-30$0
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Contributions received from participants2019-06-30$410,756
Participant contributions at end of year2019-06-30$169,748
Participant contributions at beginning of year2019-06-30$167,398
Other income not declared elsewhere2019-06-30$2,566
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$23,058
Value of net assets at end of year (total assets less liabilities)2019-06-30$5,572,232
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$5,549,174
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Investment advisory and management fees2019-06-30$35,828
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-06-30$4,728,509
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$4,722,428
Value of interest in pooled separate accounts at end of year2019-06-30$0
Value of interest in pooled separate accounts at beginning of year2019-06-30$0
Interest on participant loans2019-06-30$8,261
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-06-30$208,836
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-06-30$260,376
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-06-30$322,122
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30No
Was there a failure to transmit to the plan any participant contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Contributions received in cash from employer2019-06-30$465,139
Employer contributions (assets) at end of year2019-06-30$465,139
Employer contributions (assets) at beginning of year2019-06-30$398,972
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$1,149,958
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-06-30No
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30Yes
Opinion of an independent qualified public accountant for this plan2019-06-30Disclaimer
Accountancy firm name2019-06-30RIVES & ASSOCIATES, LLP
Accountancy firm EIN2019-06-30200427530
2018 : GREENE COUNTY HEALTH CARE, INC. 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total income from all sources (including contributions)2018-06-30$1,165,112
Total loss/gain on sale of assets2018-06-30$0
Total of all expenses incurred2018-06-30$540,116
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$508,714
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$752,248
Value of total assets at end of year2018-06-30$5,549,174
Value of total assets at beginning of year2018-06-30$4,924,178
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$31,402
Total interest from all sources2018-06-30$7,153
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$500,000
If this is an individual account plan, was there a blackout period2018-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-06-30$0
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Contributions received from participants2018-06-30$353,276
Participant contributions at end of year2018-06-30$167,398
Participant contributions at beginning of year2018-06-30$118,723
Other income not declared elsewhere2018-06-30$3,534
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$624,996
Value of net assets at end of year (total assets less liabilities)2018-06-30$5,549,174
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$4,924,178
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Investment advisory and management fees2018-06-30$31,402
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-06-30$4,722,428
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$3,925,121
Value of interest in pooled separate accounts at end of year2018-06-30$0
Value of interest in pooled separate accounts at beginning of year2018-06-30$0
Interest on participant loans2018-06-30$7,153
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-06-30$260,376
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-06-30$489,933
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-06-30$402,177
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30No
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Contributions received in cash from employer2018-06-30$398,972
Employer contributions (assets) at end of year2018-06-30$398,972
Employer contributions (assets) at beginning of year2018-06-30$390,401
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$508,714
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-06-30No
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30Yes
Opinion of an independent qualified public accountant for this plan2018-06-30Disclaimer
Accountancy firm name2018-06-30RIVES & ASSOCIATES, LLP
Accountancy firm EIN2018-06-30200427530
2017 : GREENE COUNTY HEALTH CARE, INC. 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total income from all sources (including contributions)2017-06-30$1,149,249
Total loss/gain on sale of assets2017-06-30$0
Total of all expenses incurred2017-06-30$273,582
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$248,546
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$692,419
Value of total assets at end of year2017-06-30$4,924,178
Value of total assets at beginning of year2017-06-30$4,048,511
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$25,036
Total interest from all sources2017-06-30$5,793
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$400,000
If this is an individual account plan, was there a blackout period2017-06-30No
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Contributions received from participants2017-06-30$302,883
Participant contributions at end of year2017-06-30$118,723
Participant contributions at beginning of year2017-06-30$119,317
Other income not declared elsewhere2017-06-30$5,182
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$875,667
Value of net assets at end of year (total assets less liabilities)2017-06-30$4,924,178
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$4,048,511
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Investment advisory and management fees2017-06-30$25,036
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-06-30$3,925,121
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$3,126,383
Value of interest in pooled separate accounts at end of year2017-06-30$0
Value of interest in pooled separate accounts at beginning of year2017-06-30$0
Interest on participant loans2017-06-30$5,793
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-06-30$489,933
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-06-30$444,621
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-06-30$445,855
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30No
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$389,536
Employer contributions (assets) at end of year2017-06-30$390,401
Employer contributions (assets) at beginning of year2017-06-30$358,190
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$248,546
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-06-30No
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30Yes
Opinion of an independent qualified public accountant for this plan2017-06-30Disclaimer
Accountancy firm name2017-06-30SITTERSON AND COMPANY, PA
Accountancy firm EIN2017-06-30561523260
2016 : GREENE COUNTY HEALTH CARE, INC. 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total income from all sources (including contributions)2016-06-30$649,917
Total loss/gain on sale of assets2016-06-30$0
Total of all expenses incurred2016-06-30$376,405
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$353,794
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$644,699
Value of total assets at end of year2016-06-30$4,048,511
Value of total assets at beginning of year2016-06-30$3,774,999
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$22,611
Total interest from all sources2016-06-30$4,831
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$300,000
If this is an individual account plan, was there a blackout period2016-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-06-30$0
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Contributions received from participants2016-06-30$285,294
Participant contributions at end of year2016-06-30$119,317
Participant contributions at beginning of year2016-06-30$116,936
Income. Received or receivable in cash from other sources (including rollovers)2016-06-30$1,215
Other income not declared elsewhere2016-06-30$4,553
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$273,512
Value of net assets at end of year (total assets less liabilities)2016-06-30$4,048,511
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$3,774,999
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Investment advisory and management fees2016-06-30$22,611
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$3,126,383
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$3,120,174
Value of interest in pooled separate accounts at end of year2016-06-30$0
Value of interest in pooled separate accounts at beginning of year2016-06-30$0
Interest on participant loans2016-06-30$4,831
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-06-30$444,621
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-06-30$213,495
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-06-30$-4,166
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30No
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$358,190
Employer contributions (assets) at end of year2016-06-30$358,190
Employer contributions (assets) at beginning of year2016-06-30$324,394
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$353,794
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-06-30No
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30Yes
Opinion of an independent qualified public accountant for this plan2016-06-30Disclaimer
Accountancy firm name2016-06-30SITTERSON AND COMPANY, PA
Accountancy firm EIN2016-06-30561523260
2015 : GREENE COUNTY HEALTH CARE, INC. 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total income from all sources (including contributions)2015-06-30$601,700
Total loss/gain on sale of assets2015-06-30$0
Total of all expenses incurred2015-06-30$146,070
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$137,800
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$533,717
Value of total assets at end of year2015-06-30$3,774,999
Value of total assets at beginning of year2015-06-30$3,319,369
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$8,270
Total interest from all sources2015-06-30$7,375
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$300,000
If this is an individual account plan, was there a blackout period2015-06-30Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-06-30$0
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Contributions received from participants2015-06-30$209,323
Participant contributions at end of year2015-06-30$116,936
Participant contributions at beginning of year2015-06-30$101,103
Other income not declared elsewhere2015-06-30$963
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$455,630
Value of net assets at end of year (total assets less liabilities)2015-06-30$3,774,999
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$3,319,369
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Investment advisory and management fees2015-06-30$8,270
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-06-30$3,120,174
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$0
Value of interest in pooled separate accounts at end of year2015-06-30$0
Value of interest in pooled separate accounts at beginning of year2015-06-30$2,914,680
Interest on participant loans2015-06-30$7,375
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-06-30$213,495
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-06-30$1,277
Net investment gain/loss from pooled separate accounts2015-06-30$58,368
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30No
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$324,394
Employer contributions (assets) at end of year2015-06-30$324,394
Employer contributions (assets) at beginning of year2015-06-30$303,586
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$137,800
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-06-30Yes
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30Yes
Opinion of an independent qualified public accountant for this plan2015-06-30Disclaimer
Accountancy firm name2015-06-30SITTERSON AND COMPANY, PA
Accountancy firm EIN2015-06-30561523260
2014 : GREENE COUNTY HEALTH CARE, INC. 401(K) PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-06-30$844,333
Total of all expenses incurred2014-06-30$318,095
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$309,358
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$486,065
Value of total assets at end of year2014-06-30$3,319,369
Value of total assets at beginning of year2014-06-30$2,793,131
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$8,737
Total interest from all sources2014-06-30$4,011
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$300,000
If this is an individual account plan, was there a blackout period2014-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-06-30$0
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Contributions received from participants2014-06-30$183,040
Participant contributions at end of year2014-06-30$101,103
Participant contributions at beginning of year2014-06-30$66,830
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$526,238
Value of net assets at end of year (total assets less liabilities)2014-06-30$3,319,369
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$2,793,131
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Investment advisory and management fees2014-06-30$8,737
Value of interest in pooled separate accounts at end of year2014-06-30$2,914,680
Value of interest in pooled separate accounts at beginning of year2014-06-30$2,485,073
Interest on participant loans2014-06-30$4,011
Net investment gain/loss from pooled separate accounts2014-06-30$354,257
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30No
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Contributions received in cash from employer2014-06-30$303,025
Employer contributions (assets) at end of year2014-06-30$303,586
Employer contributions (assets) at beginning of year2014-06-30$241,228
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$309,358
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30Yes
Opinion of an independent qualified public accountant for this plan2014-06-30Disclaimer
Accountancy firm name2014-06-30SITTERSON AND COMPANY, P.A.
Accountancy firm EIN2014-06-30561523260
2013 : GREENE COUNTY HEALTH CARE, INC. 401(K) PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-06-30$609,152
Total of all expenses incurred2013-06-30$393,670
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$383,228
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$393,405
Value of total assets at end of year2013-06-30$2,793,131
Value of total assets at beginning of year2013-06-30$2,577,649
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$10,442
Total interest from all sources2013-06-30$3,325
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Administrative expenses professional fees incurred2013-06-30$10,442
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$300,000
If this is an individual account plan, was there a blackout period2013-06-30No
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Contributions received from participants2013-06-30$163,152
Participant contributions at end of year2013-06-30$66,830
Participant contributions at beginning of year2013-06-30$96,048
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$215,482
Value of net assets at end of year (total assets less liabilities)2013-06-30$2,793,131
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$2,577,649
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Value of interest in pooled separate accounts at end of year2013-06-30$2,485,073
Value of interest in pooled separate accounts at beginning of year2013-06-30$2,222,566
Interest on participant loans2013-06-30$3,325
Net investment gain/loss from pooled separate accounts2013-06-30$212,422
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30No
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$230,253
Employer contributions (assets) at end of year2013-06-30$241,228
Employer contributions (assets) at beginning of year2013-06-30$259,035
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$383,228
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30Yes
Opinion of an independent qualified public accountant for this plan2013-06-30Disclaimer
Accountancy firm name2013-06-30SITTERSON & COMPANY
Accountancy firm EIN2013-06-30561523260
2012 : GREENE COUNTY HEALTH CARE, INC. 401(K) PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-06-30$430,679
Total of all expenses incurred2012-06-30$621,636
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$608,936
Expenses. Certain deemed distributions of participant loans2012-06-30$2,160
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$426,700
Value of total assets at end of year2012-06-30$2,577,649
Value of total assets at beginning of year2012-06-30$2,768,606
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$10,540
Total interest from all sources2012-06-30$4,328
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Administrative expenses professional fees incurred2012-06-30$8,935
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$300,000
If this is an individual account plan, was there a blackout period2012-06-30No
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Contributions received from participants2012-06-30$167,665
Participant contributions at end of year2012-06-30$96,048
Participant contributions at beginning of year2012-06-30$112,383
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$-190,957
Value of net assets at end of year (total assets less liabilities)2012-06-30$2,577,649
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$2,768,606
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Value of interest in pooled separate accounts at end of year2012-06-30$2,222,566
Value of interest in pooled separate accounts at beginning of year2012-06-30$2,419,150
Interest on participant loans2012-06-30$4,328
Net investment gain/loss from pooled separate accounts2012-06-30$-349
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30No
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$259,035
Employer contributions (assets) at end of year2012-06-30$259,035
Employer contributions (assets) at beginning of year2012-06-30$237,073
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$608,936
Contract administrator fees2012-06-30$1,605
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30Yes
Opinion of an independent qualified public accountant for this plan2012-06-30Disclaimer
Accountancy firm name2012-06-30SITTERSON & COMPANY
Accountancy firm EIN2012-06-30561523260
2011 : GREENE COUNTY HEALTH CARE, INC. 401(K) PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-06-30$859,423
Total of all expenses incurred2011-06-30$236,886
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$225,427
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$429,828
Value of total assets at end of year2011-06-30$2,768,606
Value of total assets at beginning of year2011-06-30$2,146,069
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$11,459
Total interest from all sources2011-06-30$4,492
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Administrative expenses professional fees incurred2011-06-30$10,057
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$300,000
If this is an individual account plan, was there a blackout period2011-06-30No
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Contributions received from participants2011-06-30$134,639
Participant contributions at end of year2011-06-30$112,383
Participant contributions at beginning of year2011-06-30$85,242
Income. Received or receivable in cash from other sources (including rollovers)2011-06-30$58,116
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$622,537
Value of net assets at end of year (total assets less liabilities)2011-06-30$2,768,606
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$2,146,069
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Value of interest in pooled separate accounts at end of year2011-06-30$2,419,150
Value of interest in pooled separate accounts at beginning of year2011-06-30$1,855,479
Interest on participant loans2011-06-30$4,492
Value of interest in common/collective trusts at beginning of year2011-06-30$0
Net investment gain/loss from pooled separate accounts2011-06-30$425,103
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30No
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$237,073
Employer contributions (assets) at end of year2011-06-30$237,073
Employer contributions (assets) at beginning of year2011-06-30$205,348
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$225,427
Contract administrator fees2011-06-30$1,402
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30Yes
Opinion of an independent qualified public accountant for this plan2011-06-30Disclaimer
Accountancy firm name2011-06-30SITTERSON AND BARKER PA
Accountancy firm EIN2011-06-30561523260

Form 5500 Responses for GREENE COUNTY HEALTH CARE, INC. 401(K) PLAN

2022: GREENE COUNTY HEALTH CARE, INC. 401(K) PLAN 2022 form 5500 responses
2022-07-01Type of plan entitySingle employer plan
2022-07-01Submission has been amendedNo
2022-07-01This submission is the final filingNo
2022-07-01This return/report is a short plan year return/report (less than 12 months)No
2022-07-01Plan is a collectively bargained planNo
2022-07-01Plan funding arrangement – InsuranceYes
2022-07-01Plan funding arrangement – TrustYes
2022-07-01Plan benefit arrangement - TrustYes
2021: GREENE COUNTY HEALTH CARE, INC. 401(K) PLAN 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Submission has been amendedNo
2021-07-01This submission is the final filingNo
2021-07-01This return/report is a short plan year return/report (less than 12 months)No
2021-07-01Plan is a collectively bargained planNo
2021-07-01Plan funding arrangement – InsuranceYes
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement - TrustYes
2020: GREENE COUNTY HEALTH CARE, INC. 401(K) PLAN 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Submission has been amendedNo
2020-07-01This submission is the final filingNo
2020-07-01This return/report is a short plan year return/report (less than 12 months)No
2020-07-01Plan is a collectively bargained planNo
2020-07-01Plan funding arrangement – InsuranceYes
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement - TrustYes
2019: GREENE COUNTY HEALTH CARE, INC. 401(K) PLAN 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Submission has been amendedYes
2019-07-01This submission is the final filingNo
2019-07-01This return/report is a short plan year return/report (less than 12 months)No
2019-07-01Plan is a collectively bargained planNo
2019-07-01Plan funding arrangement – InsuranceYes
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement - TrustYes
2018: GREENE COUNTY HEALTH CARE, INC. 401(K) PLAN 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Submission has been amendedNo
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planNo
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement - TrustYes
2017: GREENE COUNTY HEALTH CARE, INC. 401(K) PLAN 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Submission has been amendedNo
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planNo
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement - TrustYes
2016: GREENE COUNTY HEALTH CARE, INC. 401(K) PLAN 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement - TrustYes
2015: GREENE COUNTY HEALTH CARE, INC. 401(K) PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement - TrustYes
2014: GREENE COUNTY HEALTH CARE, INC. 401(K) PLAN 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement - TrustYes
2013: GREENE COUNTY HEALTH CARE, INC. 401(K) PLAN 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement - TrustYes
2012: GREENE COUNTY HEALTH CARE, INC. 401(K) PLAN 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement - TrustYes
2011: GREENE COUNTY HEALTH CARE, INC. 401(K) PLAN 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement - TrustYes
2009: GREENE COUNTY HEALTH CARE, INC. 401(K) PLAN 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedNo
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – InsuranceYes
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number372122-01
Policy instance 1
Insurance contract or identification number372122-01
Number of Individuals Covered14
Insurance policy start date2022-07-01
Insurance policy end date2023-06-30
Total amount of commissions paid to insurance brokerUSD $1,101
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?Yes
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?No
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
Other information about contractGROUP ANNUITY CONTRACT
Commission paid to Insurance BrokerUSD $1,101
Insurance broker organization code?3
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number372122-01
Policy instance 1
Insurance contract or identification number372122-01
Number of Individuals Covered14
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Total amount of commissions paid to insurance brokerUSD $1,093
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?Yes
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?No
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
Other information about contractGROUP ANNUITY CONTRACT
Commission paid to Insurance BrokerUSD $1,093
Insurance broker organization code?3
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number372122-01
Policy instance 1
Insurance contract or identification number372122-01
Number of Individuals Covered18
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Total amount of commissions paid to insurance brokerUSD $1,366
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 $1,366
Insurance broker organization code?3
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number372122-01
Policy instance 1
Insurance contract or identification number372122-01
Number of Individuals Covered20
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Total amount of commissions paid to insurance brokerUSD $1,384
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 $1,384
Insurance broker organization code?3
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number372122-01
Policy instance 1
Insurance contract or identification number372122-01
Number of Individuals Covered17
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Total amount of commissions paid to insurance brokerUSD $755
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 $755
Insurance broker organization code?3
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number372122-01
Policy instance 1
Insurance contract or identification number372122-01
Number of Individuals Covered18
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $870
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
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number372122-01
Policy instance 1
Insurance contract or identification number372122-01
Number of Individuals Covered27
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Total amount of commissions paid to insurance brokerUSD $1,489
Total amount of fees paid to insurance companyUSD $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 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 $1,489
Insurance broker organization code?3
Insurance broker nameWILLIAM LITCHFIELD
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number372122-01
Policy instance 1
Insurance contract or identification number372122-01
Number of Individuals Covered26
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Total amount of commissions paid to insurance brokerUSD $250
Total amount of fees paid to insurance companyUSD $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 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 $250
Insurance broker organization code?3
Insurance broker nameWILLIAM LITCHFIELD
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number821410
Policy instance 2
Insurance contract or identification number821410
Number of Individuals Covered0
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
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 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?No
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
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number821410
Policy instance 1
Insurance contract or identification number821410
Number of Individuals Covered124
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $9,490
Total amount of fees paid to insurance companyUSD $1,186
Commission paid to Insurance BrokerUSD $9,490
Insurance broker organization code?3
Amount paid for insurance broker fees1186
Additional information about fees paid to insurance brokerADMINSTRATIVE ALLOWANCE
Insurance broker namePENSION FINANCIAL SERVICES INC.
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number821410
Policy instance 1
Insurance contract or identification number821410
Number of Individuals Covered115
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $9,387
Total amount of fees paid to insurance companyUSD $1,173
Commission paid to Insurance BrokerUSD $9,387
Amount paid for insurance broker fees0
Insurance broker organization code?3
Additional information about fees paid to insurance brokerCONTRACT ADMINISTRATION SERVICES
Insurance broker namePENSION FINANCIAL SERVICES INC.
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number821410
Policy instance 1
Insurance contract or identification number821410
Number of Individuals Covered131
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Total amount of commissions paid to insurance brokerUSD $9,634
Total amount of fees paid to insurance companyUSD $1,204
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number821410
Policy instance 1
Insurance contract or identification number821410
Number of Individuals Covered120
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Total amount of commissions paid to insurance brokerUSD $3,576
Total amount of fees paid to insurance companyUSD $1,072

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